Primary Segments Served

Database Marketing, Loyalty Marketing, Security, Education, Environmental Services, Transaction Processing, Engineering & Construction, Business Process Outsourcing, Industrial Services, Incentive Marketing Services, Publishing, and Digital Media and Marketing

Industry Engagements

For the owner of a multi-location medical practice, we identified investors to provide liquidity for the owner and cash to bring additional practices into a management services organization

Ran a robust sell side M&A process for the long time owner of a loyalty marketing company seeking an exit and successfully completed the sale to a private equity backed industry participant

Worked with a building products distribution company to sell the business

Advised a Canadian based provider of freight logistics services in its sale to a newly formed company providing the owner with liquidity and the chance to partner with a Canadian aviation pioneer

Successfully represented a corrugated box manufacturer that had been approached by an industry leader seeking to acquire the company resulting in a 20% increase in the purchase price

Working with the owner of a single family homebuilder to sell the company

Transaction Experience