700+ total transactions — 11 tracked below spanning 2010–2024 · 5 industries
Advised on family business sale involving four family members. Client noted emotional complexity and firm's expertise in navigating family dynamics through transaction process.
Buyer facilitation for Addtronics Business Systems acquisition combined with earlier Fantastic Sam's sale. Client noted satisfaction with firm's effort in finding and completing transactions.
Facilitated management recapitalization and buyout of manufacturing business
Exclusive sell-side advisor on the sale of a successful family manufacturing business operating for over 50 years. Client testimony: 'I cannot imagine anyone operating a business and simultaneously going through the process without you. Your expertise, experience and complete dedication were invaluable.'
Facilitated private equity acquisition of specialty coatings manufacturer
Facilitated sale of bakery/food processing business
Recent transaction facilitating strategic buyer acquisition of retail/franchise business
Facilitated industry buyer acquisition of retail building supply business
Facilitated acquisition of Fantastic Sam's Haircare Shops franchise location followed by successful exit. Client testimony: 'We were impressed with the detailed preparation and evaluation process you followed to market our business and feel that because of your experience, we were able to maximize the benefits in selling.'