Representative Closings
Financing - Client Raised Equity | Technology
Represented ACI Media Group in connection with debt financing from Bridge Bank and an equity financing from Corestrat.
M&A Buyer with financing | Technology
Represented ACI Media Group in connection with its purchase of MD Net and associated financing with Chatham Capital Management.
Financing - Client is Borrower | Technology
Advised client in connection with financing for an acquisition.
M&A Seller | Entertainment
Represented Amy Retzinger, minority owner of Verve Talent & Literary Agency, in connection with her exit from the company.
M&A Seller | Health & Beauty
Represented founder of Autism Spectrum Therapies in sale to Learn-it Systems LLC.
M&A Seller | Branded Consumer Products
Represented Bell Brothers Heating & Air in its sale to portfolio company of Center Oak Partners.
M&A Seller | Technology
Represented CEO and minority investor in Blue Microphones in the sale of the company to Logitech.
M&A Seller | Technology
Represented the CEO of Blue Microphones in the sale of the company to Riverside Company.
M&A Seller | Technology
Represented owners of Bridge in its acquisition by Boundless Immigration.
M&A Seller | Manufacturing & Distribution
Represented Bourget Bros. in the sale of the Bourget Flagstone division and other assets to SiteOne Landscape Supply, LLC.
M&A Seller | Technology
Represented Cal Net Enterprises in its sale to Olympic Valley Capital.
M&A Buyer | Manufacturing & Distribution
Represented Central Valley Meat in the acquisition of the California beef slaughter and processing division of Cargill, Inc. (the largest privately held company in the United States).
M&A Seller | Home Services
Represented the Chairman of the Board of Champions Group in the acquisition of the company by Blackstone in a transaction valuing the business at approximately $2.5B.
Financing - Client Raised Equity | Technology
Represented ContractSafe in primary and secondary investment in the company by Five Elms Capital.
Financing - Client is Borrower | Food & Beverage
Represented Culver Dairy and Prosource Facility Supply in the negotiation and documentation of revolving lines of credit.
M&A Seller | Branded Consumer Products
Represented Dynaroll Corporation in its sale of Providen Holdings, Inc.
Financing - Client is Borrower | Climate Change & Sustainability
Represented Ecology Recycling Services, LLC in connection with a credit facility with Comerica Bank.
M&A Seller | Climate Change & Sustainability
Represented Environmental Remedies, Inc. in the sale of the company to ICV Partners and Stellus Capital Management.
M&A Seller | Manufacturing & Distribution
Counsel for seller in connection with the sale of the client's business providing campervan rentals for vacationers.
M&A Seller | Health & Beauty
Represented Facile Management LLC in the sale of its medical spa assets to PhyNet Dermatology LLC.
M&A Seller | Food & Beverage
Represented FIJI Water in its sale of assets and stock of affiliate companies to Roll International.
M&A Seller | Apparel & Accessories
Represented First Lite in the sale of the company to Meat Eater and related financing by the Chernin Group.
Health & Beauty
Represented Fleurish in equity and debt financing.
M&A Seller | Technology
Represented Formation Nation, Inc. in the sale of the company to LegalZoom.com, Inc. (NASDAQ: LZ).
M&A Buyer | Financial Services
Represented Franklin Financial in sale of Crown Brands International.
M&A Seller | Food & Beverage
Represented Frieda's Inc. in its sale to Legacy Farms LLC, a portfolio company of Silver Oak Services Partners.
M&A Buyer | Health & Beauty
Represented Healthy Hair in its purchase of Salon Cash Flow.
M&A Seller | Health & Beauty
Represented Hartwell Medical Corporation in its sale of capital stock.
M&A Seller | Retail & Hospitality
Represented Hope Road Merchandising in the sale of a majority interest in Zion Rootswear to Bravado.
M&A Seller | Technology
Represented Hybrid and founder in sale to Altamant Capital Partners.
M&A Buyer with Financing | Food & Beverage
Represented Individual Food Service in roll-up transaction with Trade Supplies and related financing from Sole Source Capital.
M&A Seller | Financial Services
Represented Innovative Solutions Insurance Services in the sale of the company to The Liberty Company Insurance Brokers.
M&A Seller | Technology
Represented Integrated Components Source in the sale of the company to Horizon.
M&A Buyer | Branded Consumer Products
Represented Ironman 4x4 in its acquisition of the North American Distributor.
M&A Seller | Food & Beverage
Represented Jobbers Meat Packing Co. in the sale of the company to Randall Foods, a portfolio company of Highview Capital.
M&A Seller | Branded Consumer Products
Represented JW Heating & Air in its acquisition by Service Champions, a portfolio company of Center Oak Partners.
M&A Seller | Branded Consumer Products
Represented Klune in its sale of a control equity interest to Vance Street Capital LLC and affiliates.
M&A Buyer | Manufacturing & Distribution
Represented Let’s Do Lunch in the acquisition of the meat preparation division of Cargill, Inc.
M&A Seller | Financial Services
Represented Jeffrey Westheimer, a senior member of Lido Advisors, in the company's strategic partnership with Charlesbank Capital Partners.
M&A Seller | Retail & Hospitality
Represented Loungefly in its sale to Funko.
M&A Seller | Technology
Represented President of LRW in its sale of the company to Tailwind Capital.
M&A Seller | Food & Beverage
Represented Liquid I.V. in its acquisition by Unilever.
M&A Seller | Manufacturing & Distribution
Represented LiteGear, Inc. in the sale of the company to Chauvet & Sons, LLC, a portfolio company of Cort Square.
M&A Seller | Technology
Represented Tom Oberheim and Marion Systems in the sale of the company to Focusrite Investments Inc. (LON:TUNE).
Financing - Client Raised Equity | Technology
Represented MedTrainer, Inc. in a follow-on equity financing from its Series A Investor Telescope Partners.
M&A Buyer | Technology
Represented MedTrainer in its acquisition of substantially all of the assets of Accendibility, LLC.
Financing - Client Raised Equity | Technology
Represented MedTrainer in connection with Series A financing from Telescope Partners.
M&A Seller | Entertainment
Represented Megatrax in its acquisition by leading production music platform Slipstream.
M&A Buyer with Financing | Retail & Hospitality
Represented founder of Monrow in the buy-out of the other founder and related financing for the transaction.
M&A Seller | Branded Consumer Products
Counsel for seller in connection with the sale of company assets representing a portion of the company's business.
M&A Seller | Branded Consumer Products
Represented National Coatings Corporation in its acquisition by The Henry Company.
M&A Seller | Branded Consumer Products
Represented National Coatings Corporation in the sale of its White Armour division to U.S. Silica.
M&A Seller | Health & Beauty
Represented founder of OPI in its sale to COTY.
M&A Seller | Branded Consumer Products
Represented senior management in the sale of Outdoor Products to HNB Capital, LLC.
M&A Seller | Food & Beverage
Represented Patman Meat Group in its sale to PMG Holdings, Inc.
Financing - Client is investor | Technology
Represented Phenomenon in private equity investment.
M&A Seller | Digital Media & Content Publishing
Represented Pixomondo in connection with its sale of the company to Mayfair Equity Partners.
M&A Seller | Branded Consumer Products
Represented Raptor Workholding Products in sale to Te-Co.
M&A Seller | Branded Consumer Products
Represented rallysportdirect.com in acquisition by Premier Performance.
Financing - Client Raised Equity | Restaurants
Represented the owner and operator of a restaurant in the sale of equity to a venture capital firm.
M&A Seller | Retail & Hospitality
Represented Hospitality Collaborative and roomforty, a full-service event venue and catering business, in its asset sale to Wedgewood Weddings, a national wedding venue operator.
M&A Buyer | Branded Consumer Products
Represented Royal Sleep Products in its acquisition of substantially all of the assets of a mattress and futon manufacturer.
M&A Buyer | Branded Consumer Products
Royal Sleep, LLC, an affiliate of Diamond Mattress, Inc., acquired all of the assets of Royal Sleep Products, Ltd.
M&A Seller | Technology
Represented Sequential LLC in its acquisition by Focusrite Investments Inc. (LON:TUNE).
M&A Seller | Branded Consumer Products
Represented Services Champions Heating & Air in its sale to Center Oak Partners.
M&A Seller | Branded Consumer Products
Represented On-Time Air Conditioning & Heating d/b/a Service Champions North in its acquisition by the Wrench Group, a portfolio company of Leonard Green & Partners.
M&A Seller | Health & Beauty
Represented Shoreline Treatment Center in its acquisition by Odyssey Behavioral Health, a portfolio company of The Carlyle Group.
M&A Buyer | Branded Consumer Products
Represented S&H Machine in its acquisition of Melkes Machine.
Financing - Client Raised Equity | Branded Consumer Products
Represented Smart Inc. and its affiliated entities in connection with a minority equity investment from TSG Consumer Products.
M&A Seller | Technology
Represented Smarsh in the purchase of a majority interest by TOBA private equity fund from Dell.
M&A Seller | Technology
Represented Smarsh in sale to private equity fund K2.
M&A Seller | Branded Consumer Products
Represented SOS Metals Group in its sale to Precision Cast Parts Corp.
M&A Seller | Manufacturing & Distribution
Represented Stryker Logistics in its acquisition by Worldwide Express.
M&A Seller | Branded Consumer Products
Represented Ceresolutions in sale of SUPERthrive to Plantation Products.
Transportation & Logistics
Represented Support Services of America, Inc. with obtaining senior and mezzanine debt financing.
M&A Seller | Sports
Represented TGA Premier Sports in its acquisition by Youth Athletes United.
Financial Services
Represented founder in connection with private equity financing.
M&A Seller | Manufacturing & Distribution
Represented Tumbleweed Educational Enterprises in its acquisition by First Student.
M&A Buyer | Manufacturing & Distribution
Represented Tumbleweed Transportation in its Private Equity Purchase.
M&A Buyer | Manufacturing & Distribution
Represented Tumbleweed Education Enterprises, Inc. in its acquisition of stock and financing.
Financing - Client is Borrower | Financial Services
Advised client in connection with an $8 Million financing (combination term & line of credit) for working capital purposes.
Financing - Client is investor | Health & Beauty
Represented investor in capital raise for Violet Grey.
M&A Seller | Climate Change & Sustainability
Represented WasteStream Solutions in the sale of its company to Stericycle.
M&A Buyer | Financial Services
Represented management of a wealth advisory firm in a management buy-out of the founder.
M&A Seller | Branded Consumer Products
Represented the senior management team of Westcoast Gate & Entry Systems in its acquisition by Aurora Capital Partners.
Financing - Client Raised Equity
Represented Williams Homes in obtaining financing and a minority equity investment from a major private equity fund.
M&A Seller | Food & Beverage
Represented Wine of the Month Club in its acquisition by Gold Medal Wine Club.
M&A Seller | Financial Services
Represented the owners of 8020 Consulting, LLC in the sale of the company to ShoreView Industries.