SELECTED SUCCESSFUL BUSINESS BROKER AND M&A ENGAGEMENTS

Company
Services
Velcon FiltersBusiness Broker-Strategic advisory. 4- Buy-side and 2- Sell side M&A
transactions. $68 million and $280 million sale
Credit Report.com$220 million sale. Mighty Net (Credit Report.com), financial and strategic advisory.
SMF TechnologiesBusiness Broker-Strategic and financial advisory. 2 sell side M&A transaction, $31.5 million and $100 million respectively
Club Pilates Business Broker-Sold fitness franchisor in Southern California with over 80 locations opened or in-process
Bay Area Concretes A high-end decorative floor and related products contractor. Financial and strategic advisory
Viking Freight$50 million logistics and transportation company in Northern California. Financial and strategic advisory
Micro Dental LaboratoryBusiness Broker-$55 million dental laboratory in Northern California. Financial and strategic advisory and sold company for $60 million.
Mercury SecuritiesBusiness Broker-$28 million physical security manufacturer in Southern California. Financial and strategic advisory
Premier Sports MarketingBusiness Broker-$30 million sports advertising business in Arizona. Financial and strategic advisory and sold company for $26.4 million.
The Partners GroupBusiness Broker-$42 million technology business in Arizona. Financial and strategic advisory and sold company for $48 million.
Partners Resources Group$30 million computer reseller in Northern California. Financial and strategic advisory
Partners Leasing$20 million computer leasing business in Northern California. Financial and strategic advisory
Wireless Corp.$400 million distributor in Arizona. Financial and strategic advisory
Rowpar$3 million manufacturer in Arizona. Financial and strategic advisory
CWCBusiness Broker-$15 million building products supplier in Northern California. Financial and strategic advisory and sold business for $12 million
Brown ManufacturingBusiness Broker-$7 million manufacturer in Oklahoma. Financial and strategic advisory and buy-side m&a transaction
FuelpureBusiness Broker-$4 million manufacturer in Colorado. Financial and strategic advisory and m&a start-up capitalization
Warner-LewisBusiness Broker-$30 million distributor in Germany. Buy-side m&a.
Faudi Aviation$6 million manufacturer in Germany. Buy-side m&a.
Velcon CanadaBusiness Broker-$10 million distributor in Canada. Financial and strategic advisory
Beta SystemsBusiness Broker-$12 million manufacturer in North Carolina. Sold company for $18 million
3-L systemsBusiness Broker-$15 million manufacturer in Canada. Strategic advisory and buy-side m&a
Cruiser Customizing$12 million ecommerce business in Northern California. Financial and strategic advisory
Allied Heating$22 million sub-contractor. Financial and strategic advisory
Athens AdministratorsStrategic and sell-side advisory
The JungleBusiness Broker-$6 million recreation business. Buy-side m&a.
Shah construction$13 million contractor. Financial and strategic advisory
Retail PropertiesOver 25 retail developments. Financial and strategic advisory
Pacific Coast Producers$200 million co-op. Financial and strategic advisory
Trans WesternBusiness Broker-$60 million manufacturer. Financial, strategic and sell-side advisory
Cold Stone Creamery1000+ locations. Financial and strategic advisory