Deal History

Buy-side advisor to a consortium of credit unions in the acquisition of a print brokerage and management firm. Transaction expanded CUSO service offerings.

Buy-side advisor to a CUSO in the acquisition of a real estate agency. Transaction demonstrates PW&Co experience in CUSO service expansion.

Buy-side advisor to a CUSO in the acquisition of an insurance brokerage firm. Transaction demonstrates PW&Co capability in financial institution acquisitions.

Advisor on the sale of Bank of Wedowee to First Bank of Alabama. Combined institution has approximately $540M in total assets across six banking locations in east Alabama.

Exclusive sell-side advisor on the sale of a general acute care hospital with hospital-based rural health clinic, home health agency, and physical rehabilitation center. Jackson Medical Center is vital healthcare resource in Clarke County, Alabama.

Exclusive sell-side advisor on the acquisition of the nation's largest privately held reconditioner of freight car wheelsets. WheelWorx headquartered in Calera, AL with secondary facility in Pekin, IL, serves over 100 customers across Class I Railroads with 105 employees.

Exclusive sell-side advisor on the sale of a multi-location ductile iron foundry with integrated machining operations. RMG founded 2015, employs 160 across Wisconsin and Alabama locations. ISO 9001:2015 certified.

Exclusive sell-side advisor to a leading manufacturer of small ductile iron castings. Franklin Iron founded 1975, employs 145 across two Alabama facilities. Serves utilities, agriculture, heavy trucking, and construction industries.

Exclusive sell-side advisor to a producer of high-quality, complex sand cores for foundries in automotive and metal support applications. Operates two locations in Lancaster, SC and Alabaster, AL.

Sell-side advisor to Nutec Metal Finishing, an Alabama-based metal plating company offering zinc electroplating, cadmium plating, and anodizing services. Demonstrates expertise in specialty metal finishing sectors.