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.
Specialty Medical Device Technology
Acquired by
Sell-Side Advisor
Commercial Construction Services
Capital Raise Advisor
Manufacturer of Above Ground Oil Storage
Acquired by
Sell-Side Advisor
Concrete & Ready-Mix Supplier
Acquired by
Sell-Side Advisor
Oil & Gas SaaS Software Solution
Minority Investment by
Capital Raise Advisor
Contract Research Organization (CRO)
Acquired by
Sell-Side Advisor
Fertilizer Component Manufacturer
Acquired by
Sell-Side Advisor
Oil Field Services Provider
Capital Raise Advisor
Industrial Products Manufacturer
Capital Raise & Sell-Side
Full-Service Advertising Agency
Acquired by
Sell-Side Advisor
Family Restaurant Group
Acquired by
Sell-Side Advisor
Digital Imaging Company
Acquired by
Sell-Side Advisor