10 completed transactions spanning 2017–2025 · 6 industries
Exclusive financial advisor to APHIX, a commercial landscaping firm, on its sale to private equity firm Gauge Capital.
Exclusive financial advisor to Bland Landscaping, a leading commercial landscaping platform serving 2,300+ customers across North and South Carolina, on its sale to Comvest Partners. Previously a portfolio company of Prospect Partners.
Exclusive financial advisor to Pine Hill Group, an accounting and finance advisory services firm, on its sale to CFGI, a portfolio company of The Carlyle Group. Combined business had $150 million in annual revenue.
Exclusive financial advisor to Ridgewood Infrastructure, a leading infrastructure investor, on its investment in Valley Cold Storage and Transportation, a provider of premium cold storage services in southern New Mexico.
Exclusive financial advisor to Ellipse Eye Group, a consortium of eight preeminent northern New Jersey ophthalmology practices, on its sale to ReFocus Eye Health, a portfolio company of Zenyth Partners. Transaction involved eight simultaneous closings.
Exclusive financial advisor to CertainTeed, a Saint-Gobain subsidiary, on the divestiture of its Fencing, Railing and Decking division to Oldcastle APG. Assets included manufacturing operations in Buffalo, NY and Orem, UT with Bufftech, SimTek, and EverNew brands.
Exclusive financial advisor to Seneca Group, a leading real estate advisory and development management firm, on its merger with Cumming Group, creating the largest pure-play project management and cost consultancy in North America.
Financial advisor to Forestar Group on the sale of a 75% stake to D.R. Horton, America's largest homebuilder, for $560 million in cash. Transaction created a leading national land development company.
Exclusive financial advisor to Meritech on its sale to CFS Technologies.
Exclusive financial advisor to cPacket Networks on a $67 million transaction including primary and secondary equity investment by funds managed by Morgan Stanley Expansion Capital and debt refinancing by Trinity Capital Inc.