7 completed transactions spanning 2021–2025 · 7 industries
Exclusive investment banker on sale of facility maintenance and construction cleaning company with multi-state operations (Nevada, Texas, California, Florida, Arizona, Connecticut, Alberta, Ontario). Acquired by nationwide facilities consolidator. Demonstrates expertise in recurring-revenue services roll-ups.
Sole financial and valuation advisor to SPAC (LMF Acquisition Opportunities) on $85M+ business combination with SeaStar Medical, a medical technology company developing extracorporeal therapies for acute kidney injury and inflammation reduction. Demonstrates SPAC merger capability and healthcare technology expertise.
Exclusive investment banker on sale of telecom infrastructure services company (founded 1977). Provides fiber optic systems, wireless infrastructure, and FTTH shallow-trenching solutions. Family-owned business acquired for platform expansion.
Exclusive sell-side advisor on the sale of a family-owned specialty metal manufacturing company serving law enforcement and public safety sectors. Founded 1989, multi-generational family ownership. Seller emphasized cultural alignment was critical to decision.
Advised specialty chemical manufacturer on sale to global specialty chemicals leader. Pre-portioned liquid chemical packs for institutional and commercial cleaning/disinfection. Strategic consolidation in specialty chemicals sector.
Exclusive sell-side advisor on strategic acquisition of family-owned boat dealership (Indianapolis, IN). Founded 1972, family ownership for 38+ years. Buyer also family-owned operator seeking strategic roll-up expansion.
Exclusive investment banker on sale of satellite communications retail platform. Leading retailer of satellite phones and mobile satellite services. Deal emphasizes buyer cultural fit and values alignment, key selection criteria for seller.