Deal History

M&A advisor on the acquisition of Complete Building Services, demonstrating expertise in PE consolidation dynamics and add-on acquisition structuring in the building services sector.

Merger & Acquisition advisory showcasing expertise in navigating complex buyer selection and deal structure negotiations.

Exclusive M&A advisor on the addition of new PE/strategic partner to a PE-backed pavement maintenance and concrete services platform. Transaction involved sophisticated recapitalization structuring and buyer network execution.

Exclusive sell-side advisor on the sale of a music education products and services company to a family office buyer. Transaction highlighted expertise in identifying non-traditional buyers and structuring deals preserving founder legacy.

Exclusive M&A advisor on the sale of a motorcycle retail and service business. Transaction showcased expertise in structuring complex retail/service sales with buyer retention and operational continuity considerations.

M&A advisor on the acquisition of iPresent, demonstrating recurring client relationships and sophisticated buyer management.

Advised on $50M+ capital raise, guiding growing firm through investor identification, valuation negotiation, and deal structuring with multiple financial sponsors.