200+ total transactions representing $20B+ in aggregate value — 10 tracked below spanning 2017–2025 · 4 industries
Exclusive advisor to Waypoint Consulting, a West Chester, PA-based provider of business intelligence, data management, analytics solutions and IT services, in its sale to Wipfli LLP (top 20 accounting and consulting firm).
Exclusive advisor to Lone Star Analysis, a Dallas-based provider of predictive and prescriptive data analytics with 50+ patents, in securing investment from HCAP Partners, a San Diego-based mezzanine debt and private equity firm.
Exclusive advisor to Hula Partners, a Houston-based SAP SuccessFactors HCM implementation services provider with ~$7M revenue founded in 2012, in its sale to GP Strategies Corporation (NYSE: GPX).
Exclusive financial advisor to eMedApps, serving over 10,500 healthcare providers with integration, EHR downtime/archiving, and hosting solutions, in its strategic merger with Medical Technology Solutions, a Sunstone Partners-backed healthcare managed services company.
Exclusive M&A advisor to Columbia Advisory Group, an MSP specializing in cybersecurity, governance, risk and compliance as a service, and IT services for higher education and government clients, in its sale to Complete (backed by Heritage Holding).
Exclusive financial advisor to Nextira, an Austin-based AWS Premier Partner delivering cloud-native innovation, AI/ML, and predictive analytics for gaming, media, and entertainment clients, in its acquisition by Accenture. Nearly 70 employees joined Accenture AWS Business Group.
Exclusive advisor to Pandera Systems, a Google Premier Partner providing cloud and data analytics IT consulting, in its strategic merger with 66degrees (backed by Sunstone Partners), creating the second-largest pure-play Google Cloud services firm in North America with ~500 team members.
Exclusive advisor to iXerv Americas, a pan-Americas SAP SuccessFactors services provider with SAP Recognized Expertise and Gold Partnership status, in its sale to The Silicon Partners.
Exclusive advisor to Strata Information Group, a San Diego-based provider of IT services to higher education institutions since 1987, in its recapitalization with Fort Point Capital.