40+ total transactions — 12 tracked below · 7 industries
Sale of omnichannel market leader in healthcare events, education, and insight. 40-year history building trusted brands including Psych Congress and SAWC (largest wound care meeting worldwide). Partners with leading experts to deliver 450+ annual events engaging nearly 2 million clinicians.
Private equity add-on acquisition of large commercial mechanical services provider and contractor with expertise in HVAC, electrical, plumbing, fire protection, and building automation. Founder sought liquidity while management team continued building operation.
Sale of premier provider of commercial building enclosure systems including roofing, waterproofing, wall panel systems, and glazing. Served diverse customer base across Southern Minnesota and Northern Iowa in healthcare, education, office, commercial, and industrial end markets.
Sale of nation's premier provider of fully integrated access and security solutions spanning commercial doors, frames & hardware (Division 8), electronic access control equipment and specialty (Division 10) products, and full systems integration services. 80+ locations nationwide.
Sale of architectural specialty building products company specializing in full spectrum of Division 10 products. Serving general contractors, universities, school districts, healthcare, stadiums, malls, property management, hospitality throughout Midwest and Southwest.
Strategic sale of leading manufacturer of educational children's toys, games, and books to Berkshire Hathaway company (nation's largest direct retailer of party supplies). Transaction personally approved by Warren Buffett. Generated significant liquidity for shareholders.
Sale of rapidly growing direct-to-consumer e-commerce brand specializing in travel and adventure products. Flagship line features proprietary U.S. State Adventure Bucket Lists—high-design scratch-off experience cards.
Management buyout and private equity recapitalization of leading distributor and service provider of specialized vehicles and equipment for municipal, airport, emergency, utility, and waste collection markets. Retiring management sought liquidity while remaining team increased stake and continued growth.
Recapitalization of prolific LASIK surgery practice (top 1% nationally, 100,000+ procedures). Dr. David Whiting achieved liquidity and renewed focus on clinical activities by partnering with national ophthalmology platform backed by Audax Group.
Recapitalization of premier multispecialty forum bringing together experts in aesthetic medicine, dermatology, plastic surgery, and oculofacial surgery. Draws nearly 2,000 attendees annually with practical, high-impact programming and hands-on procedural training.
Sale of leading high-precision stamper and fabricator of metal components and assemblies, nearly 250 employees. Specializing in hard-to-produce, tight tolerance, appearance-focused parts for aerospace, defense, medical, and industrial markets. Maintains AS9100, ISO 9001, and ITAR certifications.
Sale of specialty painting, coating and restoration contractor focused on maintaining, repairing, and restoring America's industrial and public infrastructure. SSPC QP 1 and QP 2 certified contractor serving Fortune 1000 companies and government entities nationwide.