450+ total transactions representing $30B+ in aggregate value — 11 tracked below spanning 2016–2026 · 6 industries
Advised MC Sign Company, the preeminent asset-light facility services platform in sign and lighting trades, in its sale to Caltius Equity Partners. MC provides technology-enabled maintenance and program management solutions to national retailers and hospitality clients.
Advised longtime client Tate's Bake Shop in its majority recapitalization with The Riverside Company, a global PE firm. Demonstrates multi-generational client relationship.
Exclusive financial advisor to Griffin Concierge Medical in its acquisition by Revelstoke Capital Partners, demonstrating expertise in healthcare services.
Exclusive financial advisor to GMD PharmaSolutions (Hammond, Kennedy, Whitney portfolio company), a leading specialty pharmaceutical distributor in Canada, in its sale to McKesson Corporation ($200B+ revenues).
Exclusive sell-side advisor to Hanley Energy Group in its acquisition by Jabil Inc. (NASDAQ), a Fortune 500 technology and manufacturing solutions company. Transaction supports Jabil's expansion in AI data center power management.
Financial advisor to the HVAC Division of NSI Industries (Sentinel Capital Partners portfolio company), including Duro Dyne and Supco brand platforms, in its sale to Lennox.
Exclusive financial advisor to Carousel Capital in its majority recapitalization of CraneWorks/RentalWorks, a family-owned specialty equipment rental company. Transaction partnered PE firm with existing family shareholders.
Exclusive financial advisor to Key Container Corporation in its investment partnership with Altamont Capital Partners, a leading middle-market PE firm.
Exclusive financial advisor to Congoleum, a category-leading resilient flooring manufacturer (founded 1886), in its sale to Beaulieu International Group, a Belgian-headquartered global industrial group with 4,500+ employees across 150+ countries.