7 completed transactions spanning 2013–2025 · 4 industries
Exclusive sell-side advisor on the sale of Core Mechanical, a commercial heating, ventilation, plumbing and mechanical maintenance services business serving schools, airports, healthcare institutions, and churches throughout the Midwest. The deal closed approximately one year after initial buyer outreach.
Advised general-line industrial supplies distributor on sale to private buyer.
Advised motor vehicle parts distributor on acquisition.
Advised investment fund on securing investment from syndicate.