250+ total transactions representing $250B+ in aggregate value — 7 tracked below spanning 2017–2021 · 6 industries
Served as exclusive financial advisor to Big Man Washes, Inc., one of the largest independent car wash equipment distributors in the nation based in Irving, Texas, in its sale to National Carwash Solutions, a portfolio company of Berkshire Partners.
Served as exclusive financial advisor to Karma Agency, a full-service integrated communications firm founded in 1999 serving marquee national clients including Nike, Penn Medicine, PNC Bank, and the Philadelphia Orchestra, in its sale to LRW Group, a portfolio company of Tailwind Capital.
Served as exclusive financial advisor to Ludwick Eye Center, a regional leader in ophthalmic and optometry care with five physician surgeons, four doctors of medical optometry, three clinics, and two ambulatory surgery centers, in its sale to Omni Eye Services, a portfolio company of New Mainstream Capital.
Served as exclusive financial advisor to sellers of Innovative Control Systems, Inc., a 32-year-old manufacturer of process control, software management, and equipment automation products serving the carwash industry in 32 countries. Evaluated strategic alternatives and identified Dover Corporation as optimal strategic buyer.
Served as exclusive financial advisor to the principals of world-renowned architecture firm SHoP Architects in their majority recapitalization through an innovative ESOP structure. SHoP is known for iconic projects including the Barclays Center in Brooklyn, Uber Headquarters in San Francisco, and multiple U.S. Department of State diplomatic facilities.
Served as exclusive financial advisor to Annese & Associates, a New York-based IT technology solutions provider delivering professional and managed services including cloud, mobility, security, and data center virtualization to education, healthcare, government, and financial services sectors, in its sale to ConvergeOne, a portfolio company of Clearlake Capital Group.