500+ total transactions representing $15B+ (M&A); $3B+ (ESOP) in aggregate value — 8 tracked below spanning 2024–2025 · 6 industries
Exclusive financial advisor on the sale of a leading glass-to-metal seals and hermetic sealing solutions manufacturer to global fluid sealing solutions leader. T&E established 1960, served aerospace, defense, semiconductors, medical equipment. Carco PRP is international leader with $225M+ annual revenue. Transaction strengthens Carco's position in high-tech sealing market with mission-critical applications.
Exclusive financial advisor on sale of premier anti-money laundering (AML) compliance and financial crime consulting firm founded 2005. DAG provides expert guidance on AML programs and financial crime investigations to financial institutions. SolomonEdwards is national professional services firm specializing in financial, operational, and technology consulting. Founders joined SolomonEdwards as Partners maintaining leadership continuity.
Exclusive financial advisor on competitive sale process for leading commercial doors, frames, and hardware distributor founded 1937. Serves general contractors and institutions across southern U.S. Riverbend is Chicago-based industrial holding company focused on acquiring and growing North American manufacturing and distribution businesses. PCE delivered superior outcome by securing new buyer exceeding initial offer.
Exclusive financial advisor on strategic sale of leading interior finishes provider and installer (founded 2013) serving Florida homebuilding market (Orlando, Jacksonville, Ocala, Tampa). Astara is mid-market PE firm with deep experience in building products and construction. Founder/CEO Steve Spade remained in position. PCE guided client to favorable terms and optimal buyer match.
Exclusive financial advisor on ESOP transaction where Catalyst Construction transferred 100% ownership to ESOP trust. Founded 2004, Catalyst is one of Wisconsin's fastest-growing construction firms providing construction management and design-build services to education, religious, medical, office, and senior/multi-family housing sectors (85 employees). Founder's vision to provide meaningful employee benefits and succession continuity through employee ownership.
Exclusive advisor on strategic sale of Orlando-based metal products distributor founded 2004 to premier aluminum products distributor. Transaction enhanced EMS capabilities and expanded geographical footprint. Wynnchurch Capital ($9.2B AUM) provided PE backing for platform acquisition.
Exclusive advisor on sale of premier self-directed IRA custodian (founded 2003) to comprehensive health, wealth, retirement, and benefits solutions provider. Transaction added $2.2B+ in retirement assets and 12,000+ client accounts to Millennium platform. NuView maintained separate brand identity while accessing Millennium's expanded product suite.
Exclusive advisor on strategic sale of leading residential roofing products manufacturer established 1923. Flamco operates three state-of-the-art manufacturing plants (Florida, Texas, Illinois) and three distribution centers (Colorado, Missouri, Illinois). OmniMax is national leader in residential building products ($700M+ sales) with brands including Amerimax and Berger. Flamco operates as subsidiary maintaining operational independence within OmniMax residential segment.