Deal History

Exclusive financial advisor to 360 Destination Group in securing strategic investment from H.I.G. Capital, enabling merger with CSI DMC to create one of largest destination management companies in U.S. with 360 employees across 46 destinations and $200M revenue.

Sell-side advisor to executive search firm in sale to one of fastest-growing global executive search firms, portfolio company of RFE Investment Partners.

Exclusive financial advisor to life sciences data management solutions provider. Sold to global commercialization partner to life sciences industry.

Exclusive sell-side advisor to leading manufacturer of precision plastic injection-molded and metal-stamped components for medical, automotive, and industrial markets. 70-year legacy with five manufacturing facilities across Mexico.

Sell-side advisor to market-leading designer and manufacturer of proprietary fuses and electronic components for aerospace & defense, automotive & industrial, and commercial electronics industries.

Exclusive sell-side advisor to world-leading manufacturer of thermal mass flow meters, flow switches, and sensors for chemical, oil & gas, power, water & wastewater, aerospace, and nuclear power applications. Buyer is portfolio company of AEA Investors.

Exclusive financial advisor to complete plastic material & fabrication provider serving customers since 1914. Sold to leading international distributor of plastic materials.

Sell-side advisor to cloud-based construction estimating SaaS platform. Achieved premium valuation through competitive process with multiple strategic acquirers, selling to Autodesk (NASDAQ: ADSK).

Exclusive sell-side advisor to leading SaaS native mobile app platform for car wash industry. Sold to DRB, operating company of Vontier Corporation (NYSE: VNT).

Exclusive financial advisor to data-driven digital marketing software provider for enterprise eCommerce visibility. Sold to operations-focused lower middle market private equity firm.