Deal History

Exclusive sell-side advisor on the sale of a fresh produce processor to GrubMarket.

Exclusive sell-side advisor on the sale of a business publishing and peer advisory network company to Vistage, a portfolio company of Gridiron Capital. Transaction closed in under 40 days from LOI.

Exclusive sell-side advisor on the sale of a technical testing and calibration laboratory to Accredited Labs, a portfolio company of Incline Equity Partners.

Advised and represented B & B Music on the sale of 700 ATM portfolio (580 company-owned, 120 merchant-owned) with Bitcoin-enabled machines to Payment Alliance International.

Exclusive sell-side advisor on the sale of a premium pet food manufacturer to private equity.

Exclusive investment banker on the divestiture of the Food Service Division from Homer Laughlin China Company (Fiesta Ware manufacturer) to Steelite International, a portfolio company of Arbor Investments. Awarded M&A Advisor Divestiture Deal of the Year.

Exclusive financial advisor on the majority sale and recapitalization of a regional concrete and drainage products distributor. Intuitis acquired majority control while management retained minority interest.

Investment banker and financial advisor to Gibson Machinery, a heavy equipment distributor with $19M revenue and $3.2M EBITDA, on sale to Alta Equipment Group (NYSE: ALTG).

Exclusive sell-side advisor on the sale of a 1,500+ tractor/trailer flatbed trucking company to CounterPoint Capital Partners. Awarded M&A Advisor Consumer Discretionary Deal of the Year and Out-of-Court Restructuring of the Year.

Buy-side advisory for Swiss client Burckhardt Compression's acquisition of US-based Advanced Compressor Technology. Cross-border transaction executed with Globalscope partner IFBC.

Exclusive sell-side advisor on the sale of machine vision inspection technology company to Antares Vision. Awarded M&A Advisor Industrials Deal of the Year.

Buy-side advisory for Pro-Flex's acquisition of Formtech and Truline, representing the third transaction with this client since Q1 2023. Acquisition adds plastic extrusion capacity and geographic reach.

Exclusive sell-side advisor on the sale of a sports surfacing contractor to Ecore, a portfolio company of General Atlantic.

Exclusive sell-side advisor on the sale of a packaging manufacturer to strategic buyer. Won M&A Atlas USA M&A Deal of the Year.