Investment Banking Representative Past Successes

Maximize The Sale Price of Your Business

Investment Banking Transactions

We educate clients on M&A and the importance of proper planning. Our Go-to-Market Assessment evaluates the business from a buyer’s perspective, identifies key valuation factors, and recommends an action plan. We prepare the business for sale and use our investment banking process to take it to the market, which allows the business owner to maximize their return on investment.

JetX Delivery Service
has been acquired by
Associated Couriers
We acted as financial advisor to the seller.
Sano-Rubin Construction Services
has been acquired by
LeChase
We acted as financial advisor to the seller.
Rochester Lead Works
has been acquired by
National Coatings & Supplies
We acted as financial advisor to the seller.
DeCarolis Truck Rental
has been acquired by
Penske
We acted as financial advisor to the seller.
Island Components
has been acquired by
G.W. Lisk Company, Inc.
We acted as financial advisor to the seller.
Gemko
has been acquired by
Tri-Delta Resources
We acted as financial advisor to the seller.
Databound
has been acquired by
Cloudmed
We acted as financial advisor to the seller.
Hammer Packaging
has been acquired by
Fort Dearborn Company
We acted as financial advisor to the seller.
iV4
has been acquired by
ProArch
We acted as financial advisor to the seller.
Viridi Parente
completed its Series B funding round

We acted as financial advisor to the issuer.
HPS / CPS
has been acquired by
Gioia Capital
We acted as financial advisor to the seller.
Impact Capital
has made a minority investment in
Karma Wellness Water
We acted as financial advisor to the buyer.