Selected Deal Completions
Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business. From developing strategy to finding a purchaser to negotiating terms, and on each decision along the way, we lead our clients to arrive at their ambitions.
Sheshunoff Consulting + Solutions
SCSR, L.L.C (d/b/a Sheshunoff Consulting + Solutions) is a leader in providing risk management and loan review services to the financial services industry.
Giant Enterprises, Inc.
Kept Companies, Inc.
Giant Enterprises, Inc. is a waste services provider that specializes in ambient scenting/odor control and waste infrastructure installation, repair and maintenance services to commercial and residential properties.
Tree Care Service Provider
Canopy Service Partners, a portfolio company of Alpine Investors
The Company is a leading arboricultural services firm, specializing in high-end tree care and consulting for its longstanding and loyal residential customer base.
Integrated Access Corporation
I&I Sales Group, LLC (d/b/a Forward Solutions), a portfolio company of Osceola Capital Management, LLC
Integrated Access Corporation is a leading data-driven professional sales organization delivering high-value branded outbound telesales propositions to targeted prospects on behalf of brand-owner clients.
Taylor & Pond Corporate Communications, LLC
Fortress Brand, a portfolio company of Trivest Partners, L.P.
Taylor & Pond Corporate Communications, LLC is the leading full service digital marketing agency for the beauty, health and lifestyle industry.
Finalist for Professional Services Deal of the Year ($10 to $50 million) at the 21st Annual M&A Advisor Awards
SMG Direct, Inc.
Forest Incentives, Ltd.
SMG Direct, Inc. (d/b/a Wolff/SMG) is a full-service provider of fulfillment, warehousing, promotional support services, and e-commerce fulfillment.
Specialized Information Technology Company
Specialized Information Technology Company providing solutions to the healthcare industry to optimize the electronic health record and practice management systems of service providers.
The Flexpro Group, LLC
The FlexPro Group LLC is a project management consulting firm focused on the life sciences industry and serves the top global pharmaceutical firms as well as emerging biotechnology companies.
Educational Services, Inc.
Smartschoolsplus, Inc., is a leading provider of employee staffing solutions for school districts in Arizona through return-to-work programs for retirees as well as substitute outsourcing. Read the full announcement here.
Jacobs Marketing Group
Nextgen Growth Partners
Based in Long Island, NY, Jacobs Marketing Group, LLC is a leading provider of innovative direct mail marketing solutions to automotive dealerships. Read the full announcement here.
Dynamic Advertising, Inc. distributes quality promotional products to local and national customers throughout Canada and the USA.
Muscle Up Marketing
Mudlick Mail, a portfolio company of Clearview Capital LLC
Muscle Up Marketing is a provider of direct mail and digital marketing services primarily to fitness and health club franchises. The acquisition of Muscle Up gives Mudlick a solid position in the fitness franchise direct mail market as well as adding digital marketing capabilities.
AKA Pest Control, Inc.
Select Exterminating Co
AKA Pest Control, Inc. is a leading full service pest control company with a large and loyal corporate client base in the New York City metropolitan area.
Production Associates LLC
Shepard Exposition Services, Inc.
Production Associates is one of the fastest growing full-service audio visual production, management and consulting companies in the nation and was recognized by the Washington Business Journal as one of the top 25 production companies for 2010-2016. Read the full announcement here.
Focus Pointe Global
Trotta Associates is a qualitative market research company that operates focus group facilities located in Southern California.
Brädo Creative Insight
Blue Agencies, LLC
Brädo is a strategic market research firm based in St. Louis, MO. The Company takes a multi-disciplinary approach to helping some of the world’s largest and most influential brands better engage with their customers.
PharmaLex GmbH, a portfolio company of Auctus Capital Partners AG
The Degge Group provides consulting services to the biopharmaceutical and medical products sector specializing in clinical drug safety, pharmacovigilance, medical product epidemiology, and risk management.
Sage Tree, LLC
Sage Tree LLC is a national sales representation agency focused on the eCommerce channel. The Company integrates all aspects of the eCommerce channel to support its clients, leveraging the unique aspects of each online retailer while also offering the opportunity to include components such as search engine marketing, social media, advertising, mobile platforms and brand stores. Read the full announcement here.
L.M. Gordon Inc.
Universal Software Corporation
L.M. Gordon is a provider of coupon management and control services to the consumer packaged goods industry.
BPA International, Inc. and BPA Corporate Facilitation Limited
BPA is a global leader in independent quality evaluation, customer insight and people development solutions.
Leaders In Community Alternatives, Inc.
Leaders in Community Alternatives, Inc. is a leading private criminal justice organization providing community-based services and electronic monitoring programs for government institutions across California. Read the full announcement here.
IPS-Integrated Project Services
Alleghany Capital Corporation
IPS-Integrated Project Services, Inc. is a global leader in the development of innovative and cost effective solutions for the engineering, construction, commissioning and qualification of complex pharmaceutical and biotech research and manufacturing facilities. Read the full announcement here.
Winner for Healthcare and Life Sciences Deal of the Year (over $100 Million) at the 15th Annual M&A Advisor Awards
Multico Rating Systems, Inc.
Multico Rating Systems, Inc. is a premier software solutions company providing insurance agencies with Multico-Online, a comparative rating system that rates various insurance carrier policies and Multico MarketPlace, a tool that allows customers to request real-time auto insurance quotes. Read the full announcement here.
Love Court Reporting
Veritext Legal Solutions
Love Court Reporting, Inc. provides industry-leading deposition and litigation support services. The Company is the official provider of court reporting services to the 12,000-member Philadelphia Bar Association, the oldest and largest association of lawyers in the United States. Read the full announcement here.
Dentsu Aegis Network
Founded in 2004, Rockett Interactive Inc. focuses on utilizing data and analytics to guide the strategic development of smart, highly effective digital marketing programs for its clients. Read the full announcement here.
Apartment Data Services Inc.
Salt Creek Capital
Founded in 1986, Apartment Data Services Inc. sources and sells real-time, historical and highly localised apartment rental data and occupancy statistics and advertising services to property managers, apartment locators and multi-family residential developers and investors. Read the full announcement here.
Strategic Directions International
Headquartered in Los Angeles, California, Strategic Directions International, Inc. is a leading provider of business intelligence and consulting services for the analytical and life science instrumentation industry.
Huntsworth Health Corporation
Audacity, Inc. provides market research and advertising services for the health and life sciences industries.
Association for Financial Professionals (MyGuide)
C-STREAM LTD (Blenheim Chalcot)
The leading global online resource and marketplace for financial IT news, commercially valuable content (including news, RSS feeds, case studies, jobs and event announcements), and third-party products and services.
The Parks Johnson Agency
Arthur J. Gallagher & Co.
The Parks Johnson Agency is an insurance agency primarily selling group health and other employee benefits such as dental, life, long term care, and disability. Read the full announcement here.
Pierce-Eislen is a business-to-business technology company serving the commercial apartment industry with a software as a service (SaaS) product. Pierce-Eislen is known for their superior quality incorporating an array of web-based formats dedicated to commercial apartment market reporting at both the macro and micro levels.
Athena Energy Group
Royal Bank of Canada
Athena is a leading marketer and supplier of natural gas to commercial, small industrial, and institutional clients in the province of Québec, Canada. The Company provides its clients tailored natural gas purchasing strategies and price risk management solutions to fit their unique needs and risk tolerances. The Company, founded in 2004, has grown to become the largest marketer of natural gas in the province and the recognized leader in the market. Read the full announcement here.
Next Communications, Inc.
GLS Companies, Inc.
Next Communications, Inc. is a full-service integrated business-to-business marketing communications (IMC) company committed to producing an “orbital” marketing strategy for its clients’ brands, focusing on outlets offline, online, and via mobile devices. Read the full announcement here.
Analytica La-Ser Outcomes Group
BioMedCom Consultants is a contract research organization specializing in the application of health outcomes and health economic research. Read the full announcement here.
Leif Associates, Inc.
Rocky Mountain Health Plans
Headquartered in Denver, CO, Leif provides consulting services to insurance companies, large corporate employers, health care providers, and government programs. Read the full announcement here.
Applied Management Consultants (AMC)
Telus Health Solutions
Applied Management Consultants is a healthcare consulting and business intelligence firm offering specialized consulting services, data sales, and publishing to leading North American and multinational pharmaceutical companies. Read the full announcement here.
The Apex Group
TARM Inc. is a premier full service surplus asset management firm, managing the surplus assets inventories for leaders in the energy industry. Read the full announcement here.
Volant Solutions, Inc.
Volant Solutions, Inc. is a leading software development and consulting firm, which provides an integration solution targeted at the upstream Exploration and Production (E&P) industry. Read the full announcement here.
Northpointe Institute for Public Management, Inc.
Constellation Software, Inc.
Northpointe Institute for Public Management, Inc. is an experienced criminal justice consulting and research firm providing software products, consulting, training and implementation services to federal, state and local criminal justice systems and policy makers. Read the full announcement here.
Condominium Management Company
Condominium First is a leader in the condominium property management industry. Read the full announcement here.
Welcome Home Management Services, LLC
Era Kylecor Property Management
Welcome Home Management, Inc. is residential property management company providing accounting, leasing, management and maintenance services to landlords or property owners.
Spark Productions, Inc.
Video production & motion graphics for corporate and entertainment events, retail environments and the internet.
Affiliated Computer Services Inc.
Pharm/DUR, Inc., based in Philadelphia, PA, was established in 1992 and administers many different aspects of pharmaceutical management programs for insurers and employer groups, as well as commercial and government sponsored health plans.