Deal History

Exclusive advisor on the sale of Superior Optimization, a leading energy and industrial service provider serving Texas, New Mexico and Southwest U.S., delivering E&I construction, system integration, automation and project management. Buyer is a top Canadian provider with 750+ employees and 11 branches.

Exclusive capital advisor on the sale of Milford Companies (founded 1972), a full-service infrastructure solutions provider offering design, supply and support services with 5+ locations across Texas, Oklahoma and New Mexico, to Winsupply, a leading materials supplier owning majority stakes in 660+ local companies.

Exclusive financial advisor to Equilibrium Capital and Freestate Farms on the sale of a state-of-the-art composting facility in Manassas, Virginia processing 100,000 tons of waste annually. Facility operates under public-private partnership with Prince William County with 20-year waste supply contract.

Exclusive capital advisor on the sale of Orion Water Solutions, a provider of advanced wastewater treatment systems (DAF, Chlorine Dioxide, biological treatment) with strategic presence in the Permian Basin and Gulf Coast markets, to Whitewater Management, a leading fluid management company owned by Hillcore Group.

Exclusive financial advisor to Equilibrium Capital on the sale of the WaterHub wastewater reclamation and reuse project at Philip Morris USA facility in Richmond, Virginia to NextEra Distributed Water (NextEra Energy subsidiary). Facility produces 650,000 gallons/day of Level 1 Reclaimed Water, reducing host potable water consumption by 40%.

Exclusive financial advisor to The Landfill Group on major investment by LS Power in portfolio of renewable natural gas (RNG) projects and landfill gas-to-RNG partnership. The Landfill Group is experienced RNG company with 30 years in sector, operating 50+ LFGTE projects.

Co-advisor (with Marathon Capital) on the sale of three renewable natural gas (RNG) production facilities by AMP Americas, a pioneer in renewable transportation fuel since 2011, to undisclosed infrastructure investor. AMP received first California Air Resources Board certified dairy waste-to-vehicle fuel pathway.

Exclusive financial advisor to 3D at Depth (subsea robotics and imaging technology) on all-stock acquisition by Nauticus Robotics. Transaction valued at approximately $38.1 million. Co-advisors: BoyarMiller and Hutchinson Black and Cook.

Exclusive financial advisor to Denver Energy Group on the sale of majority stake in Energy Renaissance, a technology-driven power trading platform with proprietary trading technology focused on short-term U.S. power markets. Joint venture advances Trafigura's entry into North American ISO markets.