400+ total transactions representing $300M+ in aggregate value — 7 tracked below spanning 2022–2026 · 3 industries
Exclusive sell-side advisor on the sale of a professional fencing installation company (founded 1999) to a PE-backed consolidator. Atlanta metro fencing services provider acquired as add-on to existing platform.
Exclusive sell-side advisor on the sale of a 38-year-old residential HVAC business (Fayetteville, GA). Strong growth trajectory based on high-quality work and reputation.
Exclusive sell-side advisor on the sale of a second-generation family fencing business (established 1959). Leading competitor in metro Atlanta residential and commercial fencing market.
Exclusive financial advisor on the sale of a multi-location HVAC and plumbing services company (Byron & Eatonton, GA) to a PE-backed strategic consolidator. Recapitalization into larger regional platform.
Exclusive sell-side advisor on the sale of a precision automation and industrial distribution company (founded 1978, Minnesota/North Dakota). Provides automation components, precision tooling, and value-added engineering services (PLC programming, repair, calibration) to OEMs and end-users.
Exclusive sell-side advisor on the sale of a 45-year-old family hydraulic hose and fittings distributor (Forest Park & Macon, GA). Multi-location distributor and fabricator, sold to value-added industrial distributor platform.
Exclusive financial advisor on the sale of a light manufacturing company ($10M+ revenue) to a Southeast-based family office. Demonstrates capability in manufacturing sector and family office buyer relationships.