Deal History

Structured investment transaction in business combining building finishing contractors, death care services, electrical contracting, healthcare services, security systems, legal services, property management, and investigative services.

Advised on acquisition of building cleaning services business offering office cleaning, janitorial services, carpet cleaning, and specialized facility maintenance across commercial properties.

Structured investment transaction in multi-segment business spanning beer/wine/spirits distribution, food service distribution, tobacco distribution, grocery distribution, mobile food services, and restaurant operations.

Advised on investment transaction in healthcare services business, providing buy-side advisory services to identify strategic fit and investment structure.

Exclusive sell-side advisor on the acquisition of a custom architectural woodwork and millwork manufacturing company specializing in on-site cabinet fabrication, paneling installation, and commercial interior construction.

Advised on acquisition of multi-segment business combining kitchen cabinet distribution (wholesaler) with convention and trade show organization services.

Facilitated acquisition of e-commerce garden center and nursery stock business combining online retail with specialty plant supply.