Deal History

Exclusive sell-side advisor to Cablenet, established in 1995 as contract manufacturer serving aerospace and defense. AS9100:2016, ISO 9001:2015 certified. Produces cables, wiring harnesses, mechanical assemblies, EGSE. Buyer: ISC, portfolio company of Tide Rock.

Advised The CFO Project (fractional CFO services provider) on partnership with Broadtree Partners.

Provided strategic advisory support throughout the sale process, managing full sale and helping identify the right buyer.

Exclusive sell-side advisor on sale of Imagine Baking, manufacturer of specialty crackers, cookies, biscuits focused on gluten-free, organic, and better-for-you space. 114,000 sq ft facility in Sandusky, Ohio. Buyer: Commercial Bakeries, portfolio company of Graham Partners.

Exclusive sell-side advisor to Robertson Tire Co., Inc., a family-owned tire sales and automotive service business established in 1962. 14 locations across Oklahoma. Buyer: Big Brand Tire & Service, portfolio company of Percheron Capital.

Exclusive sell-side advisor on the sale of Xybix, a designer and manufacturer of ergonomic workstations and control-room furniture for mission-critical 24/7 environments (911 dispatch centers, command rooms). Established in 1991, Colorado-based. Buyer: Highland Rim Capital.

Exclusive sell-side advisor on the sale of Parks Medical Electronics, a manufacturer of non-invasive vascular testing equipment (Doppler systems) since 1961. Headquartered in Aloha, Oregon. Products used in hospitals, clinics, and veterinary settings worldwide.

Exclusive sell-side advisor on sale of Nicklas Medical Staffing, founded in 2013 and headquartered in Jacksonville, Florida. Specializes in staffing solutions for pathology and histology labs nationwide (pathologists' assistants, histotechnologists, histotechnicians).

Exclusive sell-side advisor to AWD, supplying luxury and ultra-luxury homes across Colorado's mountain region with custom high-quality windows and doors since 2002. Co-founded by Greg Kontour and Mike Dollahan.