400+ total transactions representing $10B+ in aggregate value — 7 tracked below spanning 2017–2025 · 6 industries
Exclusive advisor to Classic Cookie (founded 1984, Sevierville, TN) - one of largest remaining independent manufacturers of cookies, brownies, brownie dough products in US - on partnership with Legacy Bakehouse and Benford Capital Partners. Partnership provides growth capital while maintaining founder management.
Exclusive buy-side advisor to Rowley Company on acquisition of Fleuron Enterprises, a premium decorative drapery hardware manufacturer with three leading brands (The Finial Company, Paris Texas Hardware, Gould New York). Transaction enhanced Rowley's leadership position in the professional window coverings market.
Exclusive advisor to ProSource Plumbing Supply (Greenville, SC-based regional leader in plumbing, kitchen, lighting solutions with 20+ years history and 98% fill rates) on partnership with growth equity firm CID Capital. Transaction provided capital to accelerate expansion while maintaining founder/CEO Grover Martin leadership.
Exclusive investment banking advisor to SolBright Renewable Energy (Charleston, SC-based solar EPC provider, ~30 MW completed projects) on sale to Arkados Group. Strategic buyer combined SolBright's solar capabilities with Arkados' IoT/energy management platform, creating unique value proposition for customers.
Exclusive investment banking advisor to Anderson Heart (independent cardiology and vascular surgery practice founded 2006 by Dr. Brent McLaurin, Anderson, SC) on formation of joint venture with Azura Vascular Care and National Cardiovascular Partners. Transaction completed equity recapitalization and enabled physician recruitment and growth strategy.
Exclusive sell-side advisor to Highlands Diversified Services (London, Kentucky-based manufacturing solutions provider) on sale to Bear Diversified. HDS offers metal stamping, welding, CNC machining, and assembly for automotive, aerospace, appliance industries. Combination with Northern Stamping created broader manufacturing platform.
Exclusive sell-side advisor to Steeger USA (Spartanburg, SC-based manufacturer of braiding equipment for medical device industry) on sale to Machine Solutions. Second add-on acquisition to MSI platform, significantly expanding product portfolio across medical, electronics, aerospace, composites markets.