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.

Power of Clean Energy

acquired by
Fidelity Building Services Group

PCE Holdings, LLC (d/b/a Power of Clean Energy) is a leading provider of energy efficiency solutions for small and medium sized commercial, industrial, and recreational facilities.

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.

Tree Care Service Provider

acquired by
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.

Greek Island Spice, Inc.

acquired by
Chris Evans Food Company

Greek Island Spice, Inc. is an artisan condiment manufacturer that produces a refrigerated line of high-quality, clean-label products for commercial applications.

E. Tetz & Sons, Inc. and Tetz Asphalt, LLC

acquired by
Peckham Industries, Inc.

Tetz & Sons, Inc. together with its wholly-owned subsidiary, Tetz Asphalt, LLC, is a leading construction materials supplier specializing in the production and delivery of aggregates, asphalt, and ready-mix concrete. Read the full announcement here.



Golden Max LLC

acquired by
Sanitas USA II, Inc., a subsidiary of Keralty S.A.S.

Golden Max LLC (d/b/a Optimal Healthcare Solutions) offers alternate source vending, master distribution services and supply chain initiatives to medical supply partners and distributors.

Finalist in two categories at the 22nd Annual M&A Advisor Awards:

  • Cross-border Deal of the Year ($10 million – $25 million)
  • Healthcare/Life Sciences Deal of the Year ($10 million – $25 million)

Supplier of Textile Products

acquired by
Financial Buyer

The Company is a supplier of textile products for the horticultural, agricultural, and industrial markets.

Industrial Service Products, L.L.C.

acquired by
Triad Technologies, LLC, a portfolio company of Shorehill Capital LLC

Industrial Service Products, L.L.C. is a value-added distributor of custom fabricated hose, valves, fittings, and related products.

Whitney Equipment Company, Inc.

acquired by
Vessco Holdings, a portfolio company of Gryphon Investors

Whitney Equipment Company, Inc. is a fluid process solution specialist and distributor of pumping systems, as well as water and wastewater treatment, filtration, and instrumentation equipment.

Finalist in two categories at the 22nd Annual M&A Advisor Awards:

  • M&A Deal of the Year ($10 million – $25 million)
  • Private Equity Deal of the Year ($10 million – $25 million)

Integrated Access Corporation

acquired by
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.

The Yard Spotting Operations of Preferred Cartage Service, Inc.

acquired by
Lazer Spot, Inc., a portfolio company of Harvest Partners

Preferred Cartage Service, Inc. is a transportation and yard spotting services company. The acquisition included all yard spotting operations and the assets of select ancillary services.

Finalist in two categories at the 22nd Annual M&A Advisor Awards:

  • Private Equity Deal of the Year ($10 million – $25 million)
  • Industrials Deal of the Year ($10 million – $25 million)

ITAV Solutions, Inc.

acquired by
JKL Technologies, Inc.

ITAV Solutions, Inc. is an audiovisual (“AV”) and information technology (“IT”) solutions company, specializing in AV, IT and low-voltage system design, installation and servicing.

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

Specialized Consumer Staples Company

acquired by
Financial Buyer

The company is a leading designer and distributor of premium cremation urns and personalized remembrance items in a variety of beautiful and affordable designs, colors, finishes and materials, as well as personalized engraving and photo printing services.

Specialized Healthcare Company

acquired by
Financial Buyer

Specialized Healthcare Company is a unique healthcare provider of comprehensive respiratory care and multi-specialized therapies.

SMG Direct, Inc.

acquired by
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.

Stuart Burial Vaults Co, Inc.

acquired by
a Private Investor

Stuart Burial Vaults Co., Inc. is one of the largest independently owned and operated burial vault and services companies in the United States.

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