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Investment Banking - M&A Results

Transactions

Operating Experience Matters

As individuals and a group, we have worked on a variety of transactions both as insiders and advisors. The commonality to each of these successful transactions is our approach to listening to the business owners to craft a story that strongly resonates with the financial and acquisition markets. We drive value by our ability to understand our clients on a different level than most investment banks and communicating that understanding to the markets.

Tex-Tube - Pipe Manufacturer Industry, Investment Bank

Tubular Steel Pipe Manufacturer

Transaction Backgroun

Senior Credit Facility by

Debt Raise - Huntington

Capital Raise Advisor

Metar Capital - Building Industry, Investment Bank

Sponsor for Purchase of Truss Manufacturer

Transaction Backgroun

Acquired by

M&A - Ready Made Trusses

Capital Raise Advisor

Blais & Associates - Grant Writing Industry, Investment Bank

Professional Grant Consulting Firm

Transaction Backgroun

Acquired by

M&A - Trevale

Sell-Side Advisor

Southern Aluminum - Furniture Industry, Investment Bank

Hospitality Furniture Manufacturer

Transaction Backgroun

Acquired by

M&A - JH Whitney

Sell-Side Advisor

Stafford Crane Group - Construction  Industry, Investment Bank

Tower Crane Rental & Operator

Transaction Backgroun

Growth Restructuring

Debt Raise - UMB Bank

Capital Raise Advisor

On Site Lube - Fleet Maintenance  Industry, Investment Bank

Fleet Maintenance Provider

Transaction Backgroun

Acquired by

M&A  - Ryder

Sell-Side Advisor

Rico Aviation - Ambulance Industry, Investment Bank

Air Ambulance Service Provider

Transaction Backgroun

Joint Venture with

M&A - Phi Air Medical

Financial Advisor

RSVP Lending - Financial Services  Industry, Investment Bank

Financial Services Provider

Transaction Backgroun

Capital Raise Advisor

Glasshouse - Glass Installation Industry, Investment Bank

Commercial & High-end Residential Glass

Transaction Backgroun

Acquired Select Assets of

M&A - TopBuild

Capital Raise Advisor

First Flight - Ambulance Industry, Investment Bank

Air & Ground Ambulance Provider

Transaction Backgroun

Acquired by

M&A - MedTrans

Sell-Side Advisor

InterCool - Refridgeration Industry, Investment Bank

Industrial Refrigeration Company

Transaction Backgroun

Acquired Select Assets of

M&A - Freije

Capital Raise Advisor

J&G Concerete - Concrete  Industry, Investment Bank

Concrete Products Manufacturer

Transaction Backgroun

Acquired by

M&A - Baymark Partners

Financial Advisor

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