Sell-side Advisory
Sole Financial Advisor
Buy-side advisory on acquisition of Cosmetic Specialties International
Buy-side M&A Advisor
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)
Sell-side advisory on sale to publicly-traded cross-border strategic TFI International, Inc. (TSX: TFII)
Financial Advisor
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
