We deliver exceptional M&A advisory services for closely-held companies, private equity firms and corporate clients.
With hundreds of successful transactions under our belt, our clients are our best references.
Closely-Held Company Advisory
Advising families and entrepreneurs on once-in-a-lifetime transactions.
Our core focus. We develop and execute a custom-tailored process for each client; minimizing business distraction and maximizing outcomes.
has been acquired by
Wincraft is a leading manufacturer and marketer of sports-licensed hardgood products.
has been acquired by
RELCO is a leading manufacturer of dairy processing equipment.
has been recapitalized by
Marcone is a specialty distributor of OEM replacement parts for home appliances.
Private Equity Advisory
Relationship-based approach to private equity advisory.
High-touch service, senior-level attention and industry perspectives for private equity firms.
(a portfolio company of PNC Riverarch Capital)
has been acquired by
Steelite International is a leading manufacturer and supplier of table top solutions for the global hospitality industry.
(a portfolio company of Svoboda Capital)
has been acquired by
(a portfolio company of Main Post Partners)
Infinite Packaging is a full-service converter of label products, including pressure sensitive labels, shrink sleeves and complementary products and services.
(a portfolio company of Platte River Equity)
has been acquired by
(a portfolio company of Littlejohn & Co.)
CARBER is a specialty industrial services business providing a full line of inspection and specialty mechanical service solutions.
Corporate Client Advisory
Trusted advisor to senior leaders and boards for complex corporate transactions.
Independent advice for corporate divestitures, carve-outs and go-private transactions; no conflicts of interest.
has sold its Coatings Business to
Tennant Co. is a leading designer, manufacturer and marketer of solutions that help create a cleaner, safer, healthier world, and its coatings business is a manufacturer of epoxy floor coatings.
has sold its Equipment Care Division to
Ecolab is a global leader in water, hygiene and infection prevention solutions and services, and its Equipment Care Division is a leading provider of commercial kitchen repair and maintenance services and parts to the U.S. commercial food service industry.
has sold its Soy Protein Isolate assets to
CHS is a highly diversified global agribusiness cooperative, and its soy protein isolate business unit sells ingredients to the foodservice and CPG industries.
Pre-transaction Preparation
Preparation ensures seamless execution and exceptional outcomes.
We work closely with clients on a variety of pre-engagement services.
- Transaction Team Assembly – ensuring the right advisors are retained
- Strategic Plan Development – development of growth strategy document
- Financial Forecast Preparation – development of budget / forecast
- Industry Analysis – industry trends, size of market, projections