200+ total transactions — 10 tracked below spanning 2006–2021 · 7 industries
Exclusive financial advisor in recapitalization with two private equity groups. Something Sweet is a premier baker supplying 20,000+ cakes and pies daily to Costco, Walmart, BJs, and Stop & Shop. Transaction nominated for M&A Advisor's 'Deal of the Year' and 'Consumer and Retail Products Deal of the Year' awards.
Exclusive financial advisor to integrated facility services company with 1,200 employees providing janitorial, grounds maintenance, event cleaning and floor maintenance. Sixth facility services company advised by LockeBridge in three years.
Exclusive financial advisor to leader in parking lot maintenance services serving universities, hospitals, banks, and retailers across New England. Buyer KBS has 41,000+ active customer locations across all 50 states, Canada, and Puerto Rico.
Exclusive sell-side financial advisor to region's largest provider of taxi services in sale to provider of chauffeured transportation services. Transaction won M&A Advisor's 'Consumer Services M&A Deal of the Year' award.
Financial advisor to one of the largest privately owned concrete construction contractors in the Northeast in sale of 100% stock to newly formed ESOP. LockeBridge provided comprehensive advice including estate planning, income and capital gains tax minimization, and employee succession planning.
Exclusive financial advisor in sale of UTEC, which specializes in design, engineering and installation of high voltage underground electrical transmission systems. Buyer is owned by First Reserve Corporation, the largest global private equity firm exclusively focused on energy.
Exclusive M&A advisor to $35M building materials distributor specializing in drywall, metal framing, insulation, lumber, doors and hardware. Firm operates across three states with fleet of 20+ delivery vehicles. Received 7 offers from strategic corporations and PE groups, achieving offer 50% above initial expectations.
Exclusive financial advisor to last remaining specialty contract manufacturer of both straw and felt hats in North America. Company manufactures for prestigious brands including LLBean, Orvis, JPeterman, Tommy Bahama, Stetson USA, and others.
Exclusive financial advisor to manufacturer of proprietary packings for heavy industrial air and liquid treatment systems. Structured leveraged buy-out during credit crunch with creative financial engineering achieving lucrative deal for both buyers and sellers.
Exclusive financial advisor to award-winning developer of business automation and management software for small and medium sized field service, installation, and construction companies. Software used by 6,000+ companies with 50,000+ users across every state and multiple countries.