24+ total transactions — 16 tracked below spanning 2021–2025 · 7 industries
Exclusive sell-side advisor on the sale of the leading provider of in-store ID check compliance services to Seattle-based PE firm.
Exclusive sell-side advisor on the sale of fintech/financial services platform. Process resulted in multiple competitive offers.
M&A advisor on the sale of background check services for childcare industry.
Exclusive sell-side advisor on the sale of air quality testing company to private equity fund.
Exclusive M&A advisor on the sale of chemical/environmental services company.
M&A advisor on the sale of construction/concrete services company to Saturn Five PE.
Exclusive M&A advisor on the sale of snowmobile tours and dog sledding experience operator to Colorado-based PE firm.
M&A advisor on the sale of software and promotional products platform.
Exclusive sell-side advisor on the sale of leading utility research and consulting platform to growth-oriented LMM PE firm.