200+ total transactions — 8 tracked below spanning 2013–2025 · 5 industries
Advised Statewide Roofing, a roof insulation contractor and roofing services company, on its sale to Point 41 Capital Partners.
Advised Eden-Valders Stone, a building material and garden equipment supplier, on its sale to Tricor Pacific Capital.
Advised US Floors, a building materials and flooring distributor, on its sale to Shaw Industries Group.
Exclusive sell-side advisor on the sale of Elmer Chocolate, one of the nation's leading seasonal chocolatiers and the largest manufacturer of small heart-shaped chocolate boxes in the United States. The company produces over 40 million Valentine's chocolates annually across North America and is iconic for Gold Brick Eggs and Heavenly Hash Eggs.