Primary Segments Served:

IT Services and Outsourced Managed Services, Applied Technology and Software as a Service (SaaS), Business Process Outsourcing and Transaction Processing, Environmental and Industrial Services, Engineering & Construction, Financial Services, Database Marketing, and Incentive and Loyalty Marketing Services

Select Industry Engagements

• Sold best-in-class IT Consulting Firm to private equity backed strategic buyer

• Advised entrepreneur founder of Software-as-a-Service (SaaS) developer and provider serving the transit, identity and education industries on the sale of his business

• 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

• Advised a Canadian-based provider of freight logistics services in its sale to a publicly owned, leading retailer of food and everyday products and services to rural communities and urban neighborhoods in Canada, Alaska, the South Pacific and the Caribbean

• Engaged in a robust marketing process for a privately owned community bank to successfully raise primary equity capital. The process generated significant interest from both financial and accredited investors.

• Engaged by the board of directors of a regional community bank to provide strategic alternatives advice and a valuation opinion.