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Investment Banking Representative Past Successes


Our six-step process is only as good as the successes it creates. Some of our representative transactions are shown here.

Recipe 21 Logo

has been acquired by

Sazerac Logo

We acted as financial advisor to the seller.

Cask Crew Logo

has been acquired by

RSV, LLC


We acted as financial advisor to the seller.

Arc Logo

has been acquired by

Casella Logo

We acted as financial advisor to the seller.

Group Source New Logo

has been acquired by

Pandion logo

We acted as financial advisor to the buyer.

Skygeek Logo

has been acquired by

Gracoroberts Logo

We acted as financial advisor to the seller.

Greenlight logo

has been acquired by

Oak hill

We acted as financial advisor to the seller.

Jet X Logo

has been acquired by

Associated Couriers Logo

We acted as financial advisor to the seller.

Sano rubin

has been acquired by

Le Chase Construction logo

We acted as financial advisor to the seller.

Rochester Lead Works Logo

has been acquired by

National Coating Logo

We acted as financial advisor to the seller.

Decarolis

has been acquired by

Penske

We acted as financial advisor to the seller.

Island components

has been acquired by

Gw lisk

We acted as financial advisor to the buyer.

Databound (logo)

has been acquired by

Cloudmed (logo)

We acted as financial advisor to the seller.