Transactions

With our unmatched industry expertise and experience, we’ve been advising clients on strategic solutions for over 35 years.

Transaction Spotlight

MRO Holdings / AAR Corp.
Pending
$4,000,000,000
Serving as financial advisor to MRO Holdings on its pending sale of a controlling interest to AAR Corp.
Industrials
Onex Partners / Emerald Holding Inc. / Apollo
July 2026
$1,500,000,000
Served as financial advisor to Onex Partners on its sale of Emerald Holding Inc. to funds managed by Apollo
Technology
GUESS / ABG
January 2026
$1,444,000,000
Served as financial advisor to the Special Committee of Guess?, Inc.'s Board of Directors on Guess?, Inc.’s take-private transaction by Authentic Brands Group LLC, Co-Founders and CEO
M&A and Strategic Advisory, Consumer Retail
MarshBerry/Lincoln International
October 2025
Served as financial advisor to MarshBerry on its sale to Lincoln International
Professional Services
Advent International / PatientPoint
October 2025
Served as financial advisor to Advent International on its acquisition of PatientPoint
Media & Entertainment, Healthcare
Ardian / Blackstone
March 2026
Nearly $1,000,000,000
Served as financial advisor to Ardian on its sale of Hill Top Energy Center, a 620 MW CCGT in PJM APS, to Blackstone
Infrastructure, Power & Renewables
C&S Wholesale Grocers / SpartanNash
September 2025
$1,770,000,000
Served as financial advisor to C&S Wholesale Grocers on its acquisition of SpartanNash
Grocery, Pharmacy & Restaurants
G2 Tenex Menzies
August 2025
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
Financial Sponsors, Business Services
Everpeak Capital Group / Comlux America, LLC
August 2025
Served as financial advisor to Everpeak Capital Group on its acquisition of Comlux America, LLC
Financial Sponsors, M&A and Strategic Advisory, Industrials
Fusion Capital Partners / LKCM Headwater
May 2025
Served as financial advisor to Fusion Capital Partners on its acquisition of Relevant Industrial from LKCM Headwater
Distribution
Willow Elvie
March 2025
Served as financial advisor to Willow Innovations on its acquisition of Elvie
M&A and Strategic Advisory, Healthcare
Wilshire / XTP
August 2024
Served as financial advisor to Wilshire on its acquisition of XTP
M&A and Strategic Advisory

All Transactions

MRO Holdings / AAR Corp.
Pending
$4,000,000,000
Serving as financial advisor to MRO Holdings on its pending sale of a controlling interest to AAR Corp.
Industrials
Life Science Intelligence / Opus Origin
September 2026
Served as financial advisor to Life Science Intelligence on its strategic partnership with Opus Origin
Technology
Captivate / National CineMedia
September 2026
$275,000,000
Served as financial advisor to Captivate on its sale to National CineMedia
Media & Entertainment
Intrepid Financial Partners / Houlihan Lokey
September 2026
Served as financial advisor to Intrepid Financial Partners on its sale to Houlihan Lokey
Professional Services
Rockland Capital / Fortistar
September 2026
Served as financial advisor to Rockland Capital on its acquisition of Lockport and Castleton, representing two dual-fuel CCGTs in Upstate New York totaling 291 MW, from Fortistar
Infrastructure, Power & Renewables
ProTitleUSA / DocSolutionUSA
September 2026
Served as financial advisor to ProTitleUSA and DocSolutionUSA on its sale to Stewart Information Services Corporation
Financial Institutions
Simplify Compliance / Leeds Equity Partners / datacenterHawk / S&P Global
September 2026
Served as financial advisor to Simplify Compliance, a portfolio company of Leeds Equity Partners, on its sale of datacenterHawk to S&P Global (NYSE: SPGI)
Technology
FloWorks / Ferguson Enterprises
August 2026
Served as financial advisor to FloWorks on its pending sale to Ferguson Enterprises
Distribution
Kelso & Company / BDI
August 2026
Served as financial advisor to Kelso & Company on its strategic growth investment in BDI
Distribution
Clearco / Macquarie Group
August 2026
$100,000,000
Served as financial advisor to Clearco on its asset-backed financing facility from Macquarie Group
Financial Institutions
Zonda / MidOcean Partners / CoStar Group
August 2026
$800,000,000
Served as financial advisor to Zonda, a portfolio company of MidOcean Partners, on its sale to CoStar Group
M&A and Strategic Advisory, Technology
Rockland Capital / Empire Generating Station
Pending
Serving as financial advisor to Rockland Capital on its pending acquisition of Empire Generating Station, a 635 MW dual-fuel CCGT in NYISO Zone F, from a consortium led by Black Diamond Capital Management
Infrastructure, Power & Renewables