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Transactions

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

SPOTLIGHT

Advent International / PatientPoint
Media & Entertainment
Served as financial advisor to Advent International on its acquisition of PatientPoint
October 2025
Verity / TMX Group
Technology
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
October 2025
C&S Wholesale Grocers / SpartanNash
Grocery, Pharmacy & Restaurants
Served as financial advisor to C&S Wholesale Grocers on its acquisition of SpartanNash
September 2025
Ardian / Blackstone
Infrastructure, Power & Renewables
Serving as financial advisor to Ardian on its pending sale of Hill Top Energy Center, a 620 MW CCGT in PJM APS, to Blackstone
September 2025
MarshBerry/Lincoln International
Professional Services
Serving as financial advisor to MarshBerry on its pending sale to Lincoln International
September 2025
G2 Tenex Menzies
Business Services
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
August 2025
GUESS / ABG
Consumer Retail
Serving 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
August 2025
Everpeak Capital Group / Comlux America, LLC
Industrials
Served as financial advisor to Everpeak Capital Group on its acquisition of Comlux America, LLC
August 2025
Fusion Capital Partners / LKCM Headwater
Distribution
Served as financial advisor to Fusion Capital Partners on its acquisition of Relevant Industrial from LKCM Headwater
May 2025
Willow Elvie
Healthcare
Served as financial advisor to Willow Innovations on its acquisition of Elvie
March 2025
Wilshire / XTP
M&A and Strategic Advisory
Served as financial advisor to Wilshire on its acquisition of XTP
August 2024

Explore Transactions

Nautic Partners / Cenavera Nutrition
Business Services
Served as financial advisor to Nautic Partners on its acquisition of Cenavera Nutrition
October 2025
G2 Tenex Menzies
Business Services
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
August 2025
Audax Private Equity / Thermogenics / Morgan Stanley Capital Partners
Business Services
Served as financial advisor to Thermogenics, a portfolio company of Audax Private Equity, on its sale to Morgan Stanley Capital Partners
June 2025
Agellus Capital / FirePro Tech LLC, Chase Fire, AAA Fire Protection Services
Business Services
Served as financial advisor to Agellus Capital on its acquisitions of FirePro Tech LLC, Chase Fire, and AAA Fire Protection Services to create Bluejack Fire & Life Safety
February 2025
Unified Power / Pearce Services
Business Services
Served as financial advisor to Unified Power, a portfolio company of Incline Equity Partners, on its sale to Pearce Services, a portfolio company of New Mountain Capital
December 2024
Apax Funds / Altus Fire & Life Safety
Business Services
Served as financial advisor to Apax Funds on its acquisition of Altus Fire & Life Safety
September 2024
Gridhawk logo
Business Services
Served as financial advisor to GridHawk on its minority recapitalization with preferred equity and debt financing from MidOcean Partners and BMO, respectively
May 2024
heartland logo
Business Services
Served as financial advisor to HeartLand on its sale to Pritzker Private Capital
December 2023
tech24 logo
Business Services
Served as financial advisor to Tech24, a portfolio company of HCI Equity Partners, on its growth investment from Vestar Capital Partners
September 2023
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Advisors to Our Clients

With decades of experience across industries, we collaborate closely with our clients to help them with their most important transactions.

Our Industry Coverage

With decades of deep industry expertise, we provide clients with specialized advice that supports their individual goals and objectives.

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Our Comprehensive Capabilities

We offer clients a diversified platform of capabilities, advising on mergers & acquisitions, capital solutions and restructurings.

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Capital Advisory

Our Capital Advisory team works closely with clients to provide comprehensive, independent guidance throughout an organization’s life cycle.

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M&A and Strategic Advisory

Our bankers provide strategic solutions across complex M&A assignments and advise boards and special committees on navigating highly scrutinized situations.

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