Deal History

300+ total transactions representing $20B+ in aggregate value — 21 tracked below spanning 2020–2026 · 9 industries

300+
Total Transactions
9
Industries
2020–2026
Years Active
Aerospace & Defense1
Charles E. Larson & Sons merges with Pursuit Aerospace2024
Acquired by PE: Pursuit Aerospace

Exclusive financial advisor to 130-year-old premier manufacturer of seamless rolled rings and open-die forgings for aircraft engines on its merger with portfolio company of Greenbriar Equity Group and Clayton, Dubilier & Rice.

MergerSell Side Advisor
Agriculture & Food1
R. Lee & Associates and Blue Point Capital acquire Country Pure Foods2026
Acquired by PE: R. Lee & Associates and Blue Point Capital Partners

Exclusive financial advisor to former CEO and Blue Point Capital Partners on acquisition of leading provider of branded and private label beverage products.

Buy SideBuy Side Advisor
Business Services1
H&W Printing sold to Crown Capital Investments2026
Acquired by: Crown Capital Investments

Exclusive financial advisor to Marietta-based provider of full-service marketing solutions on its sale to private family office investment firm.

Sell SideSell Side Advisor
Construction & Engineering2
MVP Granite Countertops acquired by Construction Resources2025
Strategic acquirer: Construction Resources Company, LLC

Exclusive financial advisor to Charleston-based surface fabrication and installation services provider on its sale to subsidiary of The Home Depot.

Sell SideSell Side Advisor
INDEVCO North America acquires Perma R Products2024
Strategic acquirer: INDEVCO North America

Exclusive financial advisor to leading U.S. building envelope materials manufacturer on its sale to INDEVCO North America.

Sell SideSell Side Advisor
Distribution & Logistics5
Cardinal Services acquires Quality Energy Services2025
Acquired by: Cardinal Services

Exclusive financial advisor to leading provider of specialty oilfield services on acquisition of offshore well intervention services provider.

Buy SideBuy Side Advisor
J.J. Jardina Management Buyout2025
Acquired by: Management (Jardina family)

Exclusive financial advisor to third-generation family-owned wholesale distributor of fresh produce on management buyout and senior debt financing from Synovus.

RecapitalizationSell Side Advisor
The Hansen Group acquires Elevation Foodservice Reps2025
Strategic acquirer: The Hansen Group

Exclusive financial advisor to leading foodservice equipment sales and distribution firm on strategic acquisition expanding footprint across six Western U.S. markets.

Buy SideBuy Side Advisor
Chicago Industrial Fasteners sold to AFC Industries2023
Acquired by PE: AFC Industries

Exclusive financial advisor to leading distributor of specialty and standard fasteners throughout North America on its sale to portfolio company of Bertram Capital Management.

Sell SideSell Side Advisor
Guardian Fueling Technologies recapitalization2022
Acquired by PE: Prudential Private Capital

Exclusive financial advisor to Jacksonville-based servicer, installer, and distributor of fuel dispensing and storage equipment on growth investment from Prudential Private Capital.

RecapitalizationSell Side Advisor
Healthcare Services1
DentalPost sold to itrac2021
Acquired by PE: itrac, LLC

Exclusive financial advisor to Atlanta-based technology-powered HR solution for dental professionals on its sale to portfolio company of 424 Capital and HealthEdge Investment Partners.

Sell SideSell Side Advisor
IT Services & MSPs1
iVision sold to CIVC Partners2020
Acquired by PE: CIVC Partners

Exclusive financial advisor to IT managed services firm on its sale to private equity firm in partnership with management.

Sell SideSell Side Advisor
Discrete Manufacturing4
New Era Converting Machinery sold to IPCO AB2025
Strategic acquirer: IPCO AB

Exclusive financial advisor to global supplier of web converting equipment on its sale to Sweden-based industrial process solutions provider.

Sell SideSell Side Advisor
ValorBridge Partners invests in Atlas Carts2024
Acquired by: ValorBridge Partners

Exclusive financial advisor to Atlanta-based private evergreen holding company on investment in fast-growing manufacturer of golf carts and low-speed vehicles.

RecapitalizationSell Side Advisor
Precision Machining Group sold to The Boler Company2023
Strategic acquirer: The Boler Company

Exclusive financial advisor to portfolio company of Trivest Partners and leading manufacturer of diversified CNC precision machined components on its sale to strategic buyer.

Sell SideSell Side Advisor
Universal Maintenance sold to The Dupps Company2021
Strategic acquirer: The Dupps Company

Exclusive financial advisor to engineering, design and construction project management company serving manufacturing plants on its sale to worldwide leader in protein recycling systems.

Sell SideSell Side Advisor
Process Manufacturing5
Matter Surfaces sold to Gerflor Group2025
Strategic acquirer: Gerflor Group

Exclusive financial advisor to Massachusetts-based provider of branded architectural surface solutions on its sale to global flooring company headquartered in France.

Sell SideSell Side Advisor
Mativ sells Filtrexx to MKB Company2024
Acquired by PE: MKB Company

Exclusive financial advisor to Mativ Holdings, Inc. (NYSE: MATV) on sale of product arm of Filtrexx to portfolio company of Kurtz Bros., Inc.

Sell SideSell Side Advisor
Roplast Industries sold to PreZero US2024
Strategic acquirer: PreZero US

Exclusive financial advisor to sustainable packaging manufacturer on its sale to subsidiary of Schwarz Group (German multinational).

Sell SideSell Side Advisor
Rayven sold to Duraco Specialty Tapes2024
Acquired by PE: Duraco Specialty Tapes

Exclusive financial advisor to developer and manufacturer of engineered packaging coatings, tapes, and release liners on its sale to portfolio company of OpenGate Capital.

Sell SideSell Side Advisor
TSC Auto ID acquires Poland label producer2023
Strategic acquirer: TSC Auto ID Technology Company

Exclusive financial advisor to TSC on cross-border acquisition of producer of labels and shrink sleeves located in Poland.

Buy SideBuy Side Advisor