500+ total transactions representing $600M+ in aggregate value — 17 tracked below · 6 industries
Complex transaction for business unit sale with multiple stakeholders. Dwayne Evans managed process.
Large family-run business recapitalization with PE partner. Julie Fleming managed complex family dynamics.
Insurance agency sale with emphasis on marketing package quality and buyer financing facilitation.
Seller protection-focused advisory through complex family business transition. Julie Fleming as primary advisor.
Successful transaction for construction contractor with focus on foundation work and concrete installation
Sell-side advisory with emphasis on confidentiality and discrete buyer sourcing. Multiple qualified buyers identified.
Sell-side advisory for service-based business with emphasis on maintaining deal confidentiality.
Expeditious professional sale of automotive service business with emphasis on smooth process.
Multi-year persistence through changing market conditions. Three+ years of outreach leading to successful close.
Exclusive sell-side advisory for produce distribution company. Multiple qualified buyers identified within 10 days of listing.
Professional confidential sale of custom mold-making operation. Successfully managed discrete process through closing.
Transaction with emphasis on advisor diligence and persistence through multiple deal attempts and obstacles.
Transaction with 40+ year business ownership history. Professional, thorough advisory.
Manufacturing company sale with advisor managing positive momentum throughout process.
Complex family business transition. Advisory emphasized family relationship preservation while managing ownership change.
6-year buyer representation program growing IT services firm from zero to $6M through strategic acquisitions.
Professional services firm sale referred by CPA advisor. Marketing and negotiation resulting in optimal price.