Deal History

Sell-side process for Idan Foods, Hawthorne, NJ-based manufacturer of breading, batters, and coating systems. 46-year legacy of high-quality offerings for foodservice operators and distributors.

Competitive process for The Atlantic Club, award-winning fitness, wellness, and spa center on 42-acre campus in Manasquan, NJ. Multiple high-quality acquirers identified.

Competitive sell-side process for VCI, Mid-Atlantic provider of full lifecycle ambulance sales and service. Positioning emphasized market leadership, comprehensive service offering, and strong manufacturer relationships. Multi-sponsor structure with Tightrope and NewSpring.

Exclusive investment banker and financial advisor to Trademark Roofing, Cape Coral, FL-based residential and commercial roofing installer. Competitive process identified Unified Service Partners as ideal partner to build Southeast roofing platform.

Strategic sell-side process for TED Supply, Elizabeth, NJ-based distributor of JanSan supplies and foodservice products. Emphasized company's unique customer base and industry-leading margin profile.

Exclusive sell-side advisor on competitive process for Rosco Vision, a Queens, NY-based vehicle vision safety company. Process highlighted company's market leadership in mirrors, cameras, sensors, and ADAS technologies serving OEM and aftermarket customers.

Conducted highly competitive process for IMS Technology Services, Garnet Valley, PA-based audiovisual integration and event staging provider. Strong interest from top-tier strategic and financial acquirers.

Strategic sell-side process for Strong Man Safety, Pompton Plains, NJ-based national distributor of job-site safety products. Strong history and brand reputation leveraged to attract buyer interest.

Competitive sell-side process for BMS Bearings, serving US and Canada customers for 65+ years with high-quality bearings products. Strong inventory and customer service positioned as key value drivers.

Exclusive investment banker to Tryco Tool & Manufacturing, Orange, NJ metal stamping job shop. Competitive divestiture process highlighted precision stamping capabilities and sub-assemblies expertise.

Highly competitive process for Mat-Pac, leading supplier of paper, plastic, aluminum, and sustainable packaging solutions for North American foodservice and JanSan markets. 35+ year market leadership.

Highly competitive process for Diamond Chemical, East Rutherford, NJ-based vertically integrated manufacturer of hygiene chemicals for laundering, ware wash, floor care, and pool care. 90+ year legacy serving 1,000+ customers.

Designed and executed highly competitive divestiture process for Coastal Realty, a leading South Carolina/Georgia real estate company with five offices. Multiple potential buyers engaged to maximize value.

Exclusive financial advisor to Couranto, a Florida-based corporate subscription and information contract management provider. 30+ year legacy serving corporate clients across most industries.

Exclusive buy-side advisor to Kenneth J. Sole & Associates, IT consulting firm specializing in core banking systems and advanced technology solutions for financial institutions. Competitive process generated interest from both strategics and financial investors.