Deal History

30+ total transactions — 13 tracked below spanning 2014–2025 · 9 industries

30+
Total Transactions
9
Industries
2014–2025
Years Active
Agriculture & Food2
Segra Acquisition2022
Acquired by PE: Young America Capital

Acquired Segra (agriculture, forestry, fishing and hunting).

Sell SideBuy Side Advisor
Sale of San Felasco Nurseries to Harvest Health & Recreation2018
Strategic acquirer: Harvest Health & Recreation, Inc.

Exclusive advisor on the sale of 100% of stock of San Felasco Nurseries, a holder of Medical Marijuana Treatment Center license in Florida allowing up to 25 dispensaries. Purchase price was $65.676 million in cash and stock. Harvest is a vertically integrated cannabis company with footprint across 11 states.

$60M-$70MSell SideSell Side Advisor
Construction & Engineering1
Biggs Construction Acquisition by MasTec2024
Strategic acquirer: MasTec, Inc.

Advisory role in Biggs Construction acquisition by MasTec, Inc. Transaction shortlisted for Private Equity Wire Awards 2025 in Performance of the Year: Buyout under $500 million. Stanley Tobin led the transaction.

Sell SideSell Side Advisor
Consumer Products2
The Spinnaker Acquisition by OCRooms2025
Strategic acquirer: OCRooms

Advised The Spinnaker (hotels) in their acquisition by OCRooms.

Sell SideSell Side Advisor
VitaCup Investment2025
Acquired by PE: Anonymous investor

Advised VitaCup (coffee and tea, packaged) in securing investment.

RecapitalizationSell Side Advisor
Financial Services1
Nsure Investment2023
Acquired by PE: Young America Capital

Invested in Nsure (property and casualty insurance carriers, software and online services).

RecapitalizationBuy Side Advisor
IT Services & MSPs2
Cloud Carib Growth Financing from Partners for Growth2025
Acquired by PE: Partners for Growth

Financial advisor to Cloud Carib Limited, a leading provider of sovereign cloud and cybersecurity services, in securing strategic growth financing facility from Partners for Growth (PFG), a Silicon Valley-based private credit firm. Financing supports regional expansion across Caribbean and Latin America.

RecapitalizationSell Side Advisor
Sale of Another9, LLC to Cohere Communications2014
Strategic acquirer: Cohere Communications

Advisor on the sale of Another9, LLC, a managed services provider offering cloud computing and data center operations, to Cohere Communications. Another9 specialized in secure, multi-site, and high availability hosted solutions for enterprise marketplace.

Sell SideSell Side Advisor
Discrete Manufacturing1
Sale of Gaston Security to ADT Integrated Solutions2017
Strategic acquirer: ADT Integrated Solutions

Successfully assisted Gaston Security (GSI) in outright sale to ADT's Integrated Solutions division. GSI was a premier electronic integrator servicing commercial customers across Mid-Atlantic and Southeast regions, operating in 9 states. Stanley Tobin was lead banker on the transaction.

Sell SideSell Side Advisor
Process Manufacturing2
SOLARBIOTECH Capital Provision2023
Acquired by PE: Young America Capital

Provided capital to SOLARBIOTECH (biotechnology R&D).

RecapitalizationBuy Side Advisor
NOBLEGEN Acquisition2023
Acquired by PE: Young America Capital

Acquired NOBLEGEN (food manufacturing, soft drink manufacturing).

Sell SideBuy Side Advisor
Retail & E-Commerce1
Sale of WatchUWant.com Assets to Govberg Affiliate2015
Strategic acquirer: Govberg Jewelers

Exclusive advisor to WatchUWant.com, a leading pre-owned luxury watch e-commerce dealer, in the sale of its assets to an affiliate of Govberg Jewelers, one of the most respected and largest luxury timepiece retailers.

Sell SideSell Side Advisor
Software & SaaS1
Sale of Climber to Revenue Analytics2025
Strategic acquirer: Revenue Analytics

Exclusive financial advisor to Climber, a provider of AI-powered hotel revenue management software, in its acquisition by Revenue Analytics, a global pricing technology company. Expands combined companies' ability to deliver advanced pricing solutions to hotels across Europe, Latin America, and worldwide.

Sell SideSell Side Advisor