Transactions that speak for themselves.
A selection of recent engagements across sell-side advisory, buy-side origination, and capital advisory — representing over $600M in aggregate transaction value.
Full-spectrum M&A advisory
Whether you're selling a business, acquiring one, or raising capital — our team and partner network deliver institutional-grade execution at every deal size.
Sell-Side Advisory
We represent business owners through the full transaction lifecycle — from preparation and positioning through buyer engagement, negotiation, and close. Our process is designed to maximize competitive tension and deliver the best possible outcome.
Buy-Side Advisory & Origination
For acquirers, PE firms, and search funds, we source, screen, and deliver acquisition targets that match specific investment criteria. Our proprietary deal flow engine identifies opportunities before they reach the broader market.
Capital Advisory
We connect growing businesses with the right capital partners — whether that means growth equity, acquisition financing, recapitalizations, or structured debt. Every introduction is deal-specific and thesis-aligned.
Transaction Consulting
From financial recast and CIM preparation to data room setup and regulatory coordination, we provide the operational infrastructure that complex transactions require.
Considering a transaction?
Every engagement starts with a confidential conversation.
Recent Transactions
12 representative engagements from our network.
Commercial Construction Firm Acquired by PE Platform
A second-generation commercial construction firm with long-term municipal contracts sought a liquidity event while preserving its management team and operational identity.
Deal Size
$120M
Revenue
$87M
Region
Southeast US
Florida Services Company Recapitalized by Corporate Venture Arm
A high-growth facilities management company needed growth capital to fund geographic expansion without giving up operational control.
Deal Size
$50M
Revenue
$32M
Region
Florida
Regional Utilities Provider — Strategic M&A with Legal Advisory
A regulated utilities services provider required specialized M&A counsel due to complex licensing, compliance, and regulatory transfer requirements across three state jurisdictions.
Deal Size
$26M
Revenue
$18M
Region
Midwest US
B2B SaaS Platform Acquired by Strategic Buyer
A bootstrapped vertical SaaS platform serving the logistics industry attracted interest from a publicly traded technology company seeking to expand its product suite.
Deal Size
$41M
Revenue
$8.2M ARR
Region
North America
Healthcare Staffing Network — PE Roll-Up Acquisition
A PE-backed healthcare staffing platform engaged us to source and evaluate add-on acquisition targets in the travel nursing and allied health segments.
Deal Size
$67M
Revenue
$45M
Region
Multi-State
DTC E-Commerce Brand — Founder Exit to Aggregator
A solo founder operating a profitable DTC pet supplies brand wanted a full exit to focus on a new venture. The business had strong unit economics but limited operational documentation.
Deal Size
$9.5M
Revenue
$6.1M
Region
US
Precision Manufacturing — Cross-Border Strategic Sale
A family-owned precision manufacturing group with operations in Texas and Monterrey sought a strategic partner to fund automation investments and supply chain integration.
Deal Size
$150M
Revenue
$112M
Region
US & Mexico
Managed IT Services — Acquired by Search Fund Entrepreneur
The retiring owner of a managed IT services provider serving mid-market clients wanted to find a buyer who would preserve the company culture and retain all employees.
Deal Size
$4.8M
Revenue
$3.2M
Region
Pacific Northwest
Last-Mile Logistics — Growth Equity Investment
A fast-growing last-mile delivery company needed capital to expand its fleet and technology platform while maintaining its independent operator model.
Deal Size
$35M
Revenue
$22M
Region
Southwest US
Multi-Unit Restaurant Group — Franchise Expansion Sale
A franchisee operating 12 QSR locations across the Dallas-Fort Worth metroplex sought to divest and redeploy capital into commercial real estate.
Deal Size
$14M
Revenue
$9.8M
Region
Texas
Fintech Startup — Strategic Acqui-Hire by National Bank
A venture-backed payments startup with strong technology but limited runway needed a strategic outcome that preserved value for both founders and investors.
Deal Size
$7.2M
Revenue
$3.5M
Region
Canada
Energy Services Portfolio — Multi-Asset Consolidation
An infrastructure-focused PE fund engaged us to originate and execute a consolidation strategy in the Western Canadian energy services sector.
Deal Size
$83M
Revenue
$58M
Region
Western Canada
$607M+
Aggregate Deal Value
12
Transactions Highlighted
8
Industries Covered
4
Countries
Your deal could be next.
Whether you're exploring a sale, seeking an acquisition, or raising capital — every engagement begins with a confidential conversation.