300+ total transactions representing $4B+ in aggregate value — 15 tracked below spanning 2022–2026 · 5 industries
300+
Total Transactions
5
Industries
2022–2026
Years Active
Education & Training1
Strategic Investment in CollegePlannerPro by The Brydon Group2025
Acquired by PE: The Brydon Group
Exclusive financial advisor to CollegePlannerPro in connection with strategic growth investment from The Brydon Group.
RecapitalizationSell Side Advisor
Financial Services11
Sale of ASZ International to Sterling Risk2026
Strategic acquirer: Sterling Risk
Exclusive financial advisor to ASZ International in strategic sale to Sterling Risk. ASZ International founded in 2018.
Sell SideSell Side Advisor
Sale of Innovative Insurance Group to ALKEME Insurance2025
Strategic acquirer: ALKEME Insurance
Exclusive financial advisor to Innovative Insurance Group in sale to ALKEME Insurance, one of nation's fastest-growing independent insurance brokerages. Founded 2015 through merger.
Sell SideSell Side Advisor
Stern Insurance Group joins World Insurance Associates2025
Strategic acquirer: World Insurance Associates
Advised Stern on joining World Insurance Associates.
Sell SideSell Side Advisor
United Counties Insurance Group joins World Insurance Associates2024
Strategic acquirer: World Insurance Associates
Advised World Insurance Associates on acquisition of United Counties Insurance Group.
Sell SideSell Side Advisor
Skylands Insurance Group joins World Insurance Associates2024
Strategic acquirer: World Insurance Associates
Advised World Insurance Associates on acquisition of Skylands Insurance Group.
Sell SideSell Side Advisor
Hub International acquires GRP Financial & member firms2023
Strategic acquirer: Hub International
Exclusive financial advisor to Hub International in acquisition of GRP Financial and member firms including EPIC Retirement Plan Advisors.
Sell SideSell Side Advisor
Pavese-McCormick acquired by King Insurance Partners2023
Acquired by PE: King Insurance Partners
Third-generation multi-line property and casualty agency sold to PE-backed brokerage. Retains leadership and staff.
Sell SideSell Side Advisor
Meritage Portfolio Management acquired by CAPTRUST2023
Strategic acquirer: CAPTRUST
Advised Meritage on acquisition by CAPTRUST Financial Advisors.
Sell SideSell Side Advisor
(k)RPG acquired by OneDigital Investment Advisors2023
Wealth management and retirement plan services firm acquired.
Sell SideSell Side Advisor
EMG Insurance Brokerage acquired by Senior Market Sales2023
Strategic acquirer: Senior Market Sales
Exclusive financial advisor to EMG Insurance Brokerage in acquisition by Senior Market Sales. Led by Douglas Hendrickson with team including Brandon Bisack and Michael Gorlick.
Sell SideSell Side Advisor
Patriot Pension Advisors acquired by CAPTRUST Financial Advisors2022
Strategic acquirer: CAPTRUST Financial Advisors
Exclusive financial advisor to Massachusetts-based retirement plan advisory firm PPA in acquisition by CAPTRUST.
Sell SideSell Side Advisor
Healthcare Services1
Partnership of Island Reproductive Services with IVI RMA North America2025
Strategic acquirer: IVI RMA North America
Exclusive financial advisor to Island Reproductive Services in strategic partnership marking IVI RMA's entry into NYC market. Founded 2001, Staten Island.
Sell SideSell Side Advisor
IT Services & MSPs1
Hastings Equity Partners invests in XS Telecom2022
Acquired by PE: Hastings Equity Partners
Advised XS Telecom on investment by Hastings Equity Partners. Graycliff Partners provided financing to MKD Electric.
RecapitalizationSell Side Advisor
Process Manufacturing1
Sale of Pumping Solutions to The Rapid Group2026
Acquired by PE: The Rapid Group
Exclusive financial advisor to Pumping Solutions in sale to The Rapid Group, a portfolio company of Hidden Harbor Capital Partners. Founded 1996, Clifton NJ.