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SELECTED ENGAGEMENTS

Company
Services
Velcon Filters$68 million and $280 million sale of an aviation manufacturer to a PEG and a strategic buyer.
Credit Report.com$220 million sale of a financial technology company to a strategic buyer.
ExymSale of SaaS to PEG at 10 times EBITDA
EcointeractiveSale of SaaS to PEG at 10 times EBITDA
CVPSSale of a SaaS/IT services business to a strategic buyer at 8+EBITDA
SMF Technologies$31.5 million and $100 million sale of a defense technology company to a PEG and strategic buyer.
Club Pilates Sale of fitness franchisor with over 100 locations to a strategic investor coming out of a similar industry.
Micro Dental LaboratorySale of dental laboratory to a PEG for $60 million.
Premier Sports MarketingSale of sports advertising business to a strategic buyer for $26 million.
The Partners GroupSale of technology business to a strategic buyer for $48 million.
CWCSale of building products supplier to a PEG for $12 million.
Beta SystemsSale of a defense manufacturer to a strategic buyer for $18 million.
Trans WesternFinancial, strategic and sell-side advisory.
Cold Stone Creamery1000+ locations. Financial and strategic advisory.
CTSale of performance materials company to a strategic buyer.
WTDLogistics company in LOI with strategic buyer.
NPBCValue build on payment processor.
Industrial Company$40 million revenue in-process.
SaaS softwareLogistics’ dimensioning company in-process.