Deal History

Financial advisor on sale of leading private-label snack producer to specialty food PE investor. Focused on preserving family-led legacy while driving growth.

Advisor on sale of leading provider of luxury location trailers for entertainment industry to REIT partner committed to legacy and supporting growth.

Exclusive advisor on majority recapitalization transaction combining security consulting expertise with technology platform integration.

Exclusive advisor on sale of premier Northern California residential HVAC provider to national service aggregator platform aligned with customer-focused legacy.

Exclusive financial advisor on the sale of GLD, a digitally-native luxury jewelry brand with significant music, sports, and youth culture partnerships. Brand known for celebrity collaborations and cultural authenticity.

Advisor on majority recapitalization of digitally-native lifestyle appliance brand with Guardian Capital Partners as growth partner.

Advisor on majority recapitalization of premium craft home decor brand with Firelight Capital Partners providing growth capital.

Advisor on sale of leading mental health and addiction provider to PE partner focused on expanding access while preserving patient-centered mission.

Exclusive advisor on strategic merger combining patient engagement platform (Yapi) with patient acquisition and website technology (DoctorLogic) to create comprehensive dental practice management solution.

Advisor on sale of globally respected percussion and acoustic drums manufacturer to strategic parent dedicated to preserving heritage and accelerating global growth.

Exclusive advisor on strategic sale of marketing services and consulting firm to multinational advertising and communications company.

Advisor on strategic sale of iconic children's IP company behind Care Bears to partner committed to honoring legacy and expanding global footprint.

Exclusive advisor on sale of leading provider of accurate real-time and predictive job market data platform to global data and analytics company.

Advisor on recapitalization of video data infrastructure technology company with High Street Capital Partners.