250+ total transactions — 9 tracked below spanning 2020–2024 · 8 industries
Exclusive M&A advisor on the sale of a family-owned manufacturer of aircraft transparencies (canopies, windshields, window panels). One of only four companies worldwide applying both active and conductive metal coatings. Sold to Lee Aerospace, providing direct entrance into military aerospace transparency markets. Llamas supplies major aircraft OEMs and Department of Defense directly.
M&A advisor on the sale of a leading marine construction company founded in 1997, providing subsea cable, diving, and marine security services. Sold to J.F. Brennan Company, a 4th generation family-owned Wisconsin-based marine construction firm, enabling Brennan's expansion to West Coast. This was the seller's third time in market; Keystone successfully closed after two previous failed attempts with different buyers.
Represented the Lin Family, shareholders of Conscious Corporation, in the sale of the iconic Flojos flip-flop and sandal brand established in the 1970s. Sold to Newport Beach private equity firm The Courtney Group. Generated five offers for the business, ultimately selecting buyer with best fit and greatest growth potential for the brand.
Exclusive M&A advisor on the sale of a 32-year-old industrial distributor specializing in metal joining materials and equipment. Sold to Los Angeles-based family office Mins Inc. Company had strong recurring revenue from long-term customer relationships and growing eCommerce sales pipeline.
M&A advisor on the sale of a 35-year-old HOA landscape maintenance company in Ventura County. The management team spent three decades building the business with a strong reputation and long-term customers. Sale allowed owner to semi-retire and focus on less demanding investments while ensuring employees and clients were taken care of post-sale.
Exclusive M&A advisor on the sale of a diagnostic imaging network with 10 centers across 3 Southern California counties. Sold to Rezolut LLC, a high-growth medical diagnostic imaging platform, expanding from 7 to 17 locations in Southern California and 36 nationally.
Exclusive M&A advisor on the sale of a 50-year-old manufacturer of emblems, patches, and specialty products for automotive, professional sports, law enforcement, licensed collectibles, and fashion industries. Sold to financial buyer Enrich Enterprises Inc. Business had been in the seller's family for over 50 years with domestic and international manufacturing capabilities.
Exclusive M&A advisor on the sale of a leading QSR sign manufacturer serving brands like Dutch Bros, Popeyes, MOD Pizza, Burger King, and Chipotle. Sold to strategic buyer Fusion Sign & Design to expand Southern California and Texas manufacturing capabilities and enter national QSR sign market. Company maintained high double-digit growth and received multiple offers from strategic private equity-backed manufacturers.
Negotiated the sale of an online retailer of bacon-related products with over 3 dozen varieties and subscription-based revenue model to customers throughout the U.S. and Canada. Sold to a financial buyer planning to take sales and operations to the next level.