Deal History

Exclusive buy-side M&A advisor for Titobi Ventures in acquisition of private FedEx route owner in Georgia.

Exclusive M&A advisor to Westward Consulting, a UKG (Kronos) workforce software implementation partner, in its sale to Mosaic Consulting Group on July 1, 2021. Strategic acquisition expanding Mosaic's HCM capabilities.

Assisted with sell and buy side of transaction for pet grooming and boarding business in San Antonio, Texas.

Assisted with sell and buy side of transaction for auto repair and tire retail business in San Antonio, Texas.

Exclusive sell-side broker on sale of CKO Kickboxing fitness center in San Antonio, Texas.

Exclusive sell-side broker on sale of successful dog kennel and training business in Marble Falls, Texas.

Exclusive sell-side broker on sale of adult day care center in San Antonio, Texas.

Exclusive sell-side M&A advisor on sale of semi-absentee adult day care in McAllen, Texas.

Exclusive sell-side advisor for a professional services business in the real estate industry acquired by a private equity-backed strategic. Client executed exit to acquirer with aligned values on talent and client relationships.

Exclusive sell-side broker on acquisition of a local florist in San Antonio by His Garden BEAUTIFUL FLORALS FOR WEDDINGS & ELEGANT EVENTS.

Exclusive sell-side M&A advisor on sale of authentic Mexican dessert retail location in San Antonio, Texas.