Deal History

100+ total transactions representing $1B+ in aggregate value — 6 tracked below spanning 2022–2026 · 4 industries

100+
Total Transactions
4
Industries
2022–2026
Years Active
Aerospace & Defense1
Sale of Swanda Aerospace to Congruent Investment Partners2023
Acquired by PE: Congruent Investment Partners

Exclusive sell-side M&A advisor on sale of fourth-generation family-owned jet engine test cell manufacturer to Dallas-based private equity firm.

Sell SideSell Side Advisor
Construction & Engineering1
Sale of Kiwi II Construction to Janus International Group2026
Strategic acquirer: Janus International Group

Exclusive sell-side advisor on $97.2M cash plus restricted stock units sale of self-storage construction company to publicly-traded strategic buyer (NYSE: JBI).

$90M-$100MSell SideSell Side Advisor
Healthcare Services2
Sale of National Occupational Health Services to Concentra2023
Strategic acquirer: Concentra

Exclusive sell-side M&A advisor on sale of occupational health provider to strategic buyer, expanding Concentra's work injury care services in Tulsa area.

Sell SideSell Side Advisor
Sale of Women's International Pharmacy to Belmar Pharma Solutions2022
Acquired by PE: Belmar Pharma Solutions

Sell-side M&A advisor on sale of bioidentical hormone replacement therapy pioneer to PE-backed compounding pharmacy platform affiliated with Webster Equity Partners.

Sell SideSell Side Advisor
Discrete Manufacturing2
Sale of Muskogee Metal Fabricators2024
Strategic acquirer: Anonymous Strategic Buyer

Sell-side M&A advisor on sale of heavy metal fabrication company after unexpected passing of owner and successor. Buyer plans significant staffing expansion.

Sell SideSell Side Advisor
Sale of Tulsa Centerless to Specialty Steel Works2023
Strategic acquirer: Specialty Steel Works

Exclusive sell-side M&A advisor on sale of precision bar grinding and steel processing company to strategic acquirer, expanding buyer's Midwest footprint to six production facilities.

Sell SideSell Side Advisor