Deal History

Advised Gar Tootelian, an agricultural irrigation and services provider, in acquisition by Bennett Water Systems.

Advised Roll Global in sale to Vintage Nurseries, a grapevine nursery operator.

Premier wholesale bakery specializing in frozen bakery desserts and inclusions, serving retailers and dessert manufacturers nationwide. Recognized as Axial's Top Deal of 2024 in Food & Hospitality sector. Engagement spanned over two years, with Wood Warren generating 10+ IOIs and LOIs.

Advised Bacchus Fulfillment, a wine logistics and fulfillment services provider, in its acquisition by Wine Shipping.

Advised MainSheet Capital in acquisition by Anderson Valley Brewing Company, a craft brewery.

Advised Roll Global in acquisition by Mercier.

Advised Foley Family Wines in acquisition by Chalk Hill.

Advised Pasta Pomodoro restaurant chain in sale to Dorset Capital Management.

Exclusive financial advisor to Tom Duffy Company, a flooring distributor with 70+ year history, in its acquisition by Transom Capital-backed Artivo Surfaces. Transaction strengthens Artivo's position as market leader in tile and flooring industry across 48 locations in 18+ states.

Financial advisor to Anlin Windows & Doors on sale to PGT Innovations for $126 million. Anlin is top western region brand in vinyl replacement windows and doors, ranked Top 100 Manufacturer by Window & Door Magazine for 20+ years. $106M TTM sales with mid-teen EBITDA margins.