Transactions
With our unmatched industry expertise and experience, we’ve been advising clients on strategic solutions for over 35 years.
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Served as financial advisor to NEFCO, a portfolio company of Bertram Capital, on the sale to Leonard Green & Partners
January 2026
Served as financial advisor to Carbon Reduction Capital on its sale to Canaccord Genuity
January 2026
Served as financial advisor to Schill Grounds Management on its sale to TruArc Partners
January 2026
Served as financial advisor to Lantheus on the sale of its SPECT business to SHINE Technologies
January 2026
Served as financial advisor to Xanitos, a portfolio company of Angeles Equity Partners, on its sale to Bessemer Investors
December 2025
Served as financial advisor to Righteous Felon on its minority investment from GroundForce Capital
December 2025
Served as financial advisor to United Flow Technologies, a portfolio company of H.I.G. Advantage, on its sale to Berkshire Partners
December 2025
Served as financial advisor to Broadsign on its acquisition of Place Exchange
November 2025
Served as financial advisor to Stance on its sale of assets to Marquee Brands
November 2025
Served as financial advisor to founder-owned Sounds True on its sale of book and audio original assets to Macmillan Publishers
October 2025
Served as financial advisor to MarshBerry on its sale to Lincoln International
October 2025
Served as financial advisor to FleetPride, a portfolio company of American Securities, on its merger with TruckPro
October 2025
Served as financial advisor to Cotton Holdings on its sale to the Sullivan Brothers Family of Companies
October 2025
Served as financial advisor to Advent International on its acquisition of PatientPoint
October 2025
Served as financial advisor to Nautic Partners on its acquisition of Cenavera Nutrition
October 2025
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