Deal History

Financial advisor on founder management buyout transaction structuring and execution.

Exclusive sell-side advisor on acquisition of equipment data and services company by global auctioneering and data analytics platform.

Exclusive sell-side advisor on acquisition of energy services company expanding national platform.

Financial advisor on sale of HVAC and mechanical distribution business to leading distribution platform.

Sell-side advisor on acquisition of patient safety and compliance organization combining operational expertise with healthcare analytics.

Exclusive sell-side advisor on majority recapitalization of medical staffing and behavioral health services platform with leading healthcare investor.

Exclusive sell-side advisor on carve-out and exit of healthcare laboratory information management software platform to financial sponsor.

Financial advisor on growth investment and partial recapitalization with digital workplace collaboration software company.

Advisor on growth investment and recapitalization with auto lending and financial technology platform.

Exclusive sell-side advisor on acquisition of market research and data analytics platform serving multifamily real estate industry by leading property management software provider.