Case Studies
While the broad elements of a transaction process may be similar, all of our engagements involve particular motivations, circumstances, objectives, and challenges. This selection of case studies provides in-depth color on certain transactions and clients that we have advised on their journey towards an optimal outcome.
Garvin Industries, Inc. acquired by Southwire Company, LLC
How a fourth-generation business owner secured his family business’s legacy
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Building Exterior Solutions, LLC acquired by Terracon Inc.
How advance preparation helped accomplish this entrepreneur's objectives
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General Transportation Services, Inc. and Hybrid Logistics acquired by CAI International
How a single deal delivered the right outcome for multiple shareholders
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The Parks Johnson Agency acquired by Arthur J. Gallagher & Co.
How creative positioning matched this business with the perfect buyer
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Rockett Interactive acquired by Dentsu Aegis Network
How our rigorous process ensured the success of this company sale to an industry giant
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Wilks Enterprise acquired by Spectro Scientific
How working with an experienced advisor leveled the playing field for a highly specialized business
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