Deal History

Majority recapitalization of Schultz Lawnscapes by Pritzker Private Capital (HeartLand portfolio). Founded 2010 by brothers Corey and Wilson Schultz. Leading commercial landscaping provider with locations in Richmond, Waverly, Hampton, VA serving commercial properties, multi-family, industrial, HOA, government, healthcare, high-end residential.

Advised on majority recapitalization by Marigny Investments. Victory is distributor of inmate supplies (clothing, linens, hygiene, uniforms) to county, state, and federal correctional institutions. Founded 2012, based Mt. Pleasant, TN. Trommer family retained significant minority stake and active management role.

Advised on recapitalization to AllClear Underground Solutions, portfolio company of Crescentia Capital and Blue Marlin Partners. MME provides sewer/stormwater inspection, cleaning, piping evaluation, and infrastructure rehab for municipal and state government entities across Georgia region.

Advised on minority recapitalization bringing combination of new debt and equity from private consortium. Portfolio company of Clearbrook Holdings. Fresh food/seafood operations.

Advised 12 second-generation family shareholders on sale to NASDAQ-listed Forward Air Express. Bowling Green, KY-based expedited LTL provider with 60+ year history serving North American air freight logistics. Family shareholders remained engaged post-close.

Served as financial advisor to SunLink Health Systems in all-stock merger with Regional Health Properties. Completed August 2025. Consolidates healthcare facility ownership and management operations, creating integrated healthcare platform.

Advised six shareholders (third and fourth generation Tarter family) on recapitalization/majority sale. Tarter manufactures animal gates, fencing, farm implements for institutional farms and consumer markets. Founded 1945, based in Dunnville, KY. Platinum Equity led majority investment; family retained minority stake and continued operational involvement.

Advised on recapitalization/majority investment by Dry Fly Capital. RSA manufactures aluminum sign blanks, prefinished sheets, channel letters for sign companies and industrial distributors. Based in Newnan, GA. Second-generation Hinely family owners remained active post-transaction.