Deal History

285+ total transactions representing $2B+ in aggregate value — 11 tracked below spanning 2023–2025 · 7 industries

285+
Total Transactions
7
Industries
2023–2025
Years Active
Business Services1
Sale of Griffin Personnel Group to DISA Global Solutions2025
Strategic acquirer: DISA Global Solutions Inc.

O'Fallon, Missouri-based provider of employment verification, background checks, credentialing, fingerprinting, and contract security services with 30+ year history sold to DISA, an industry-leading provider of employee screening and compliance services.

Sell SideSell Side Advisor
Construction & Engineering1
Sale of Blue Mountain Mechanical to Heritage Holding2025
Acquired by PE: Heritage Holding

Exclusive sell-side advisor on the sale of a 25-year-old HVAC and mechanical contracting services provider to a Boston-based private equity firm building a nationwide platform in mechanical services.

Sell SideSell Side Advisor
Distribution & Logistics2
Recapitalization of Zipline Logistics with Frontenac2025
Acquired by PE: Frontenac

Ohio-based third-party logistics solutions provider exclusively servicing consumer-packaged goods sector recapitalized by Chicago-based private equity firm Frontenac focusing on lower middle market buyouts in consumer, industrial, and services sectors.

RecapitalizationSell Side Advisor
Sale of Team Three Group to AmerCareRoyal (HCI Equity Partners)2023
Acquired by PE: AmerCareRoyal

Acted as financial advisor on the sale of St. Louis-based global distributor of paper, packaging and disposable plastic products serving foodservice industry. Transaction represented AmerCareRoyal's eighth add-on acquisition under HCI Equity Partners ownership and drove company past $1B revenue threshold.

Sell SideSell Side Advisor
Environmental Services1
Employee Stock Ownership Plan Transaction for Environmental Restoration LLC2025
Acquired by: Environmental Restoration Employee Stock Ownership Plan

Advised ownership on complex ESOP transaction enabling several ownership group members to achieve liquidity and retirement while allowing employees to become owners. ER is the leading national provider of environmental emergency response and remediation services with coverage across 43 states.

EsopSell Side Advisor
Discrete Manufacturing3
Recapitalization of Inventive Group with Clearview Capital2025
Acquired by PE: Clearview Capital

Mountain Home, Idaho-based designer and manufacturer of award-winning products for towing, fishing, ATV/UTV and garage markets recapitalized by Clearview Capital to support expansion and growth across its outdoor product portfolio.

RecapitalizationSell Side Advisor
Sale of ORCO Tool & Machine to O'Brien Capital2025
Acquired by PE: O'Brien Capital LLC

Sale of Cuba, Missouri-based provider of high precision components to aerospace and defense OEMs with nearly 30 years of operations and AS9100 certification to St. Louis-based private investment firm acquiring lower middle-market manufacturing and industrial service businesses.

Sell SideSell Side Advisor
Sale of Classic Equine Equipment to Morton Buildings2025
Strategic acquirer: Morton Buildings

Midwest-based designer and manufacturer of equestrian stabling products, including stall systems and barn components, sold to Morton Buildings, the largest post-frame manufacturing and construction company in the United States.

Sell SideSell Side Advisor
Media & Entertainment1
Asset Sale of Ironman Sound Industries to Markey's Audio/Visual2025
Strategic acquirer: Markey's Audio/Visual Inc.

St. Louis-based provider of audio/visual production services for live and virtual events plus A/V system integration sold substantially all assets to Markey's, an established provider of event technology services and employee-owned business.

Sell SideSell Side Advisor
Software & SaaS2
Sale of Mitchell Humphrey & Co. to Tripleview Technologies USA Inc.2024
Strategic acquirer: Tripleview Technologies USA Inc.

Exclusive sell-side advisor on the sale of St. Louis-based public sector software company providing FastTrackGov and Financial Management Software solutions to municipalities and townships. Buyer focused on cloud-native solutions for public sector.

Sell SideSell Side Advisor
Sale of Federated Software Group to Boeing2024
Strategic acquirer: Boeing

Custom software engineering firm providing system development for mission-critical command & control and logistics systems operated by U.S. Department of Defense commands acquired by Boeing to expand presence in logistics and command-and-control marketplace.

Sell SideSell Side Advisor