3000+ total transactions representing $3B+ (CDI Global platform) in aggregate value — 10 tracked below spanning 2020–2025 · 7 industries
Advisor to Herco Jewelry, one of the largest gold jewelry wholesalers in the US established in 1979. Sale to Quality Gold, a leading industry participant with over 20 acquisitions. Purchase price substantially above melt value of inventory.
Advisor to Powerscreen of Washington, a 30-year-old regional equipment dealer serving Washington, Oregon, Idaho, and Montana. Sale to UK-based Molson Group, expanding their US market presence.
Exclusive financial advisor to CSuite Financial Partners, a national financial executive services firm providing CFO and financial leadership resources. Acquisition by Kingsway Financial Services (NYSE:KFS) for $8.5 million plus earnout.
Advisor to Legacy, a family-owned telecommunication infrastructure and wireless services company serving the Pacific Northwest. Partial liquidity event for family members with equity rollover. Strategic auction process yielded 12 IOIs.
Advisor to InSite Telecom, a leading provider of construction and installation services to the wireless industry. Sale created significant shareholder liquidity and positioned business for growth.
Advisor to Electronic Transaction Consultants (ETC), a leading technology solutions provider for mobility and transportation industries. Acquisition by Align Capital Partners, a growth-oriented private equity firm.
Exclusive financial advisor to Northwest Woodworks, a 30-year-old provider of custom commercial architectural woodwork in Washington state. Sale to Montbleau & Associates, a portfolio company of Crescendo Capital Partners.
Exclusive financial advisor to VaproShield, a premier manufacturer of high-performance air and water barrier systems for the building envelope industry. Sale to Muncaster Capital, organized as an ESOP, providing full liquidity for retiring founders while preserving employee ownership.
Exclusive advisor to GlobalTech Plastics, a technology-forward injection molding company serving automotive, healthcare, aerospace, and infrastructure industries. Sale to Molded Dimensions, a platform company of Shoreview Industries.