Sole Financial Advisor
Sell-side advisory on sale to Groome, a portfolio company of Argosy Private Equity
Sell-side Advisory
Sole Financing Arranger
Sell-side advisory on sale to Empyrean Benefit Solutions, a subsidiary company of Securian Financial Group
Sell-side advisory
Sell-side advisory on sale to Newport Healthcare, a portfolio company of Onex Corporation (TSX: ONEX)
Sole Financing Advisor
Financial Advisor
Buy-side M&A Advisor
Buy-side advisory on acquisition of Cosmetic Specialties International
Sell-side advisory on sale to Patterson Companies (NASDAQ: PDCO)
Sell-side advisory on merger with Syniti
Recapitalization & Growth Capital Raise
Exclusive Financial Advisor
Sell-side advisory on sale to AdaptHealth (NASDAQ: AHCO)
Financial Advisor to Aulick Leasing Corp. on their sale to TFI International, Inc. (TSX: TFII)
Sell-side Advisory on sale to SRS Distribution, a portfolio company of Leonard Green & Partners
Equity & debt capital raise to support management acquisition
Buy-side advisor on multiple acquisitions
Buy-side advisor on acquisition of selected Auto Dealerships
Sell-side advisory to Austin Complete Nutrition on its sale to M6 Nutrition
Buy-side M&A advisory related to acquisition of Bank of Nebraska
Sell-side advisory on sale to Beacon Roofing Supply, Inc. (NYSE: BECN)
Sell-side advisory on sale to publicly-traded cross-border strategic Absolute Software (NYSE: ABT)
Buy-side advisory on acquisition of metal foundry