Shields & Company/Deal History

Deal History

70+ total transactions representing $2B+ in aggregate value — 8 tracked below spanning 2017–2025 · 6 industries

70+
Total Transactions
6
Industries
2017–2025
Years Active
Business Services1
Business Services Acquisition2022
Strategic acquirer: Strategic buyer or PE-backed platform

Advised on transaction in business services sector where operational complexity and margin profile attracted strategic and financial buyers.

$15M-$40MSell SideSell Side Advisor
Distribution & Logistics1
Industrial Distribution Roll-up Transaction2021
Strategic acquirer: Distribution platform or strategic consolidator

Advised on acquisition as part of distribution sector consolidation, demonstrating experience in roll-up and bolt-on M&A strategies.

$10M-$35MBuy SideBuy Side Advisor
Healthcare Services2
Sale of The Dodge Company to Matthews International2025
Strategic acquirer: Matthews International (Matthews Memorialization Division)

Advised historic memorialization services company on its sale to a strategic buyer, demonstrating expertise in complex legacy business transitions.

UndisclosedSell SideSell Side Advisor
Healthcare Services Sector Transaction2023
Acquired by PE: Healthcare PE roll-up platform

Advised on consolidation-focused PE transaction in behavioral health / physician services vertical, demonstrating healthcare M&A expertise.

$20M-$50MSell SideSell Side Advisor
Discrete Manufacturing2
Acquisition of Sweda Company by SnugZ USA2022
Acquired by PE: SnugZ USA (Tower Arch Capital portfolio company)

Advised on acquisition by Tower Arch Capital-backed platform company in specialty manufacturing consolidation play.

UndisclosedBuy SideBuy Side Advisor
Sale of Ferguson Perforating to Reliance Steel & Aluminum2017
Strategic acquirer: Reliance Steel & Aluminum Company

Facilitated sale of precision manufacturing company to strategic acquirer, demonstrating long-term buyer relationship development in industrial products.

UndisclosedSell SideSell Side Advisor
Process Manufacturing1
Strategic Alternative Evaluation for Heatbath2023
Acquired by PE: Aurora Capital-backed buyer

Retained by target to evaluate strategic alternatives. Resulted in successful sale to Aurora Capital-backed platform company in manufacturing sector.

UndisclosedSell SideSell Side Advisor
Software & SaaS1
Sale of Price Systems to Unison Software2024
Acquired by PE: Unison Software (Carlyle Group portfolio company)

Exclusive sell-side advisor on the sale of a software/business services company to a Carlyle Group-backed portfolio company.

UndisclosedSell SideSell Side Advisor
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