70+ total transactions representing $300M+ in aggregate value — 35 tracked below spanning 2019–2025 · 11 industries
Sell-side advisor on acquisition of healthcare recruiting and staffing services firm
Sell-side advisor on multi-year engagement paused during pandemic, relaunched in 2022, resulting in exit to family office interested in consumer products and business services
Sell-side advisor on acquisition of crafts and sewing supplies retailer
Sell-side advisor on acquisition of building materials and home improvement distribution company
Sell-side advisor on acquisition of promotional products and specialty distribution company
Sell-side advisor on acquisition of healthcare software company
Sell-side advisor on acquisition of healthcare software platform
Sell-side advisor on acquisition of medical glassware and specialty glass manufacturing company
Sell-side advisor on acquisition of healthcare software platform
Sell-side advisor on acquisition of medical laboratory services company
Exclusive advisor on the sale of locum tenens platform to aligned buyer maintaining cultural values and mission
Exclusive sell-side advisor on the sale of a leading locum tenens staffing platform with $250MM+ growth targets to PE firm focused on lower middle market healthcare and technology services
Advisor on the acquisition of locum tenens platform by healthcare staffing consolidator
Advisor on sale of Utah-based locum tenens agency placing physicians and APPs across US specialties, combining with Favorite Healthcare Staffing to create major US platform
Sell-side advisor on the sale of ASME-certified processing equipment manufacturer specializing in heat exchangers and pressure vessels for grain processing, ethanol, biofuel, and specialty industries
Exclusive sell-side advisor on the sale of contract formulating, blending, and packaging company serving EPA-registered disinfectants and specialty products market
Sell-side advisor on acquisition of specialty chemical and industrial coatings manufacturer
Sell-side advisor on acquisition of commercial and industrial machinery distributor and manufacturer
Sell-side advisor on acquisition of electrical equipment and appliance manufacturer
Sell-side advisor on acquisition of aerospace products and parts manufacturer
Sell-side advisor on acquisition of precision manufacturing company
Sell-side advisor on acquisition of safety equipment manufacturer
Sell-side advisor on acquisition of fintech enterprise software company by technology partner