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.

Filtered by #woman-owned Reset

Far Horizons, LLC

acquired by
Escape From Ordinary, LLC

Far Horizons, LLC (d/b/a Bluewater Books & Charts) is a retailer and wholesaler of nautical products and services to the recreational marine marketplace, specializing in electronic and paper charts, navigation software, nautical publications and books, flags and superyacht bridge services.

Sheshunoff Consulting + Solutions

acquired by
Wipfli LLP

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.

Bulman Products, Inc.

acquired by a
Private Investor

Bulman Products, Inc., is a leading manufacturer of paper cutters, dispensers and racks for virtually all types of rolled material.

Taylor & Pond Corporate Communications, LLC

acquired by
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

Hines & Associates, Inc.

acquired by
Global Excel Management Inc.

Hines & Associates, Inc. is a leading provider of healthcare management services in the areas of case management, utilization management and disease management.

Quality Coding Software Solutions, LLC

acquired by
Ardlock LLC

Quality Coding Software Solutions, LLC provides a web-based software application, the QAS Assessment Analyzer, which assists Managed Long Term Care Plans in evaluating member patient assessments.


acquired by

Professional Economics Bureau of America, Inc., d/b/a XLDent, is a developer and provider of dental practice management software solutions. XLDent offers a comprehensive suite of products and services to support small to midsized solo/group/multi-location specialty dental clinics. Read the full announcement here.


The Sand Creek Group, Ltd

acquired by
AllOne Health Resources, Inc.

The Sand Creek Group, Ltd. is an organizational consulting firm serving over 650 employers and over 450,000 employees and their dependents with confidential employee assistance counseling.

Production Associates LLC

acquired by
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.


Trotta Associates

acquired by
Focus Pointe Global

Trotta Associates is a qualitative market research company that operates focus group facilities located in Southern California.

Degge Group

acquired by
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.

Public Works Supply, Inc.

acquired by
Ritz Safety, LLC

Established in 1993, Public Works Supply, Inc. is a broad-line, value-added distributor of safety equipment and is fully certified to deliver safety training services to a diverse customer base of public and private corporations throughout the Northwest US. Read the full announcement here.


BPA International, Inc. and BPA Corporate Facilitation Limited

partnered with

BPA is a global leader in independent quality evaluation, customer insight and people development solutions.

Leaders In Community Alternatives, Inc.

acquired by
SuperCom, 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.


Industrial Weighing Systems Inc.

acquired by
Gerhart Systems and Control Corp.

Industrial Weighing Systems Inc. is one of the largest independent scale distributors in the Delaware Valley. The company provide service from 8 mobile labs operating from two fully equipped service center locations and two resident locations.

Richmond Products

acquired by
The Good-Lite Company

Richmond Products, based in Albuquerque, NM, provides over 2,000 vision testing products including eye care’s most comprehensive color vision test, the HRR Pseudoisochromatic Plate Test 4th Edition.

Transformer Testing & Repairs

acquired by
Resa Power Solutions

RESA Power Solutions, the market leader in life extension solutions for power distribution equipment, has acquired Transformer Testing and Repairs, Inc. based in Fairfield, California. Transformer Testing & Repairs, Inc. is a transformer maintenance company providing on-site inspection, insulating fluid sampling, and repair services for electrical transformers and other high voltage electrical distribution equipment.  Read the full announcement here.

Rockett Interactive

acquired by
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.

Strategic Directions International

acquired by
BioInformatics, LLC

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.

The Specialty Switch Company

acquired by
Canduct Holdings USA

The Specialty Switch Company designs and manufactures high voltage switches, serving the needs of original equipment manufacturers of transformers, electrical heat treating furnaces, resistance welders, and testing systems.

O.R.M., Inc.

acquired by
Electri-Cord Manufacturing Co.

O.R.M., Inc. is an electronics contract manufacturer that is strategically located to service New England’s medical, life science and industrial manufacturing sectors. Read the full announcement here.

The Francis Frith Collection

acquired by

The Company publishes and manufactures products illustrated with historical photographs from the archive owned by HPR. Products are sold directly to consumers and other businesses.

Buddy Furnace Inc.

acquired by
Investcast Inc.

Buddy Furnace Inc. manufactures investment castings for the oil industry, as well as parts for the food and firearm industries.

All Tool Sales, Inc.

acquired by
Accurate Component Sales, Inc., a portfolio company of High Road Capital Partners

All Tool Sales, Inc., together with its fastener division, All Fasteners, is a niche value-added distributor of tools, supplies, and fasteners serving leading Midwest industrial manufacturers since 1962. Read the full announcement here.

Rhyme University, Inc.

acquired by
Taylor Corporation

Rhyme University, Inc. is a manufacturer and online retailer of apparel for preschool and kindergarten graduation ceremonies throughout the United States.

Wilks Enterprise Inc.

acquired by
Spectro Scientific

Wilks Enterprise, Inc., founded in 1995, specializes in the development and manufacture of application specific mid-infrared (mid-IR) analytical instrumentation – both for qualitative and quantitative measurements. Read the full announcement here.

Aluminum Alloys, Inc.

acquired by
Canerector, Inc.

Aluminum Alloys, Inc. is a leading manufacturer of large and highly complex aluminum sand castings, up to and over 1,000 pounds per casting, and a provider of related machining services to general industrial customers throughout the Eastern U.S. and around the world. Read the full announcement here.

Biomedcom Consultants

acquired by
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.

acquired by
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.

Pacific Walk-In Clinic

acquired by
U.S. Healthworks Medical Group

Pacific Walk-In Clinic offers a wide range of urgent care services as well as occupational medicine, including diagnosis and treatment for injury and illness, preventive services, pre-employment and post-offer exams and screening, and return-to-work rehabilitative care. Read the full announcement here.

Alex Apparel Group, Inc.

acquired by
Atlantic Street Capital

Headquartered in New York City, Alex designs, sources and distributes branded ladies’ eveningwear dresses and separates. Read the full announcement here.

Optimum Lighting, LLC

acquired by

Founded in 2005, Optimum Lighting is a manufacturer of energy efficient lighting fixtures. Optimum specializes in customized solutions of fluorescent fixtures for retail, industrial, commercial and warehouse applications. Read the full announcement here.

Healthsoft Inc.

acquired by
Carestream Health

Healthsoft, Inc./Windent is an independently owned, privately held dental practice management software company located in Richardson, Texas.

Jewett Drugs Inc.

acquired by
Safeway Inc.

A retail drug store located in Colorado, Jewett Drugs Inc. is a unique family business that provides not only pharmaceutical services, but also a diverse wine and liquor selection, as well as other general products. Read the full announcement here.


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