Selected Engagements
2026
001.Multi-State Healthcare Services GroupHealthcare ServicesScottsdale, AZSell-Side$57.2M
002.Healthcare Services Platform AcquisitionHealthcare ServicesAtlanta, GABuy-Side$48.2M
003.Multi-State HVAC Services AcquisitionTradesHouston, TXBuy-Side$34.5M
004.National Logistics & Freight BrokerageTransportationAtlanta, GASell-Side$22.5M
2025
001.Specialty Manufacturing Roll-UpManufacturingChicago, ILBuy-Side$19.8M
002.Regional Manufacturing & DistributionManufacturingCleveland, OHSell-Side$13.8M
003.Last-Mile Logistics AcquisitionTransportationDallas, TXBuy-Side$11.4M
004.Regional Plumbing & Mechanical ServicesTradesPhoenix, AZSell-Side$9.6M
005.Early Childhood Education GroupEarly Childhood EducationRaleigh, NCSell-Side$7.8M
006.Dental Practice (Three Locations)Professional PracticeCharlotte, NCSell-Side$6.4M
2024
001.Restaurant Group (Independent)Hospitality & Food ServiceAustin, TXSell-Side$5.2M
002.Veterinary Services Roll-UpHealthcare ServicesDenver, COBuy-Side$4.8M
On Confidentiality
Each engagement is conducted under written confidentiality agreements that govern both the transaction process and any public communication regarding it. The firm does not disclose counterparties, terms, or identifying details, including in marketing materials.
The engagements above are anonymized in accordance with this standard. Industry, geography, and approximate transaction value are disclosed only at a level of generality that cannot identify the parties.
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Engagement begins with a private conversation.
The firm accepts a finite number of engagements each year. Initial consultations are conducted in confidence and without obligation.