Collectively, our founders and partners have been involved in transactions totaling over $25 billion in aggregate value, including M&A, equity and debt transactions. 


With regard to industry, we believe that maintaining a generalist approach produces the best results for middle market companies in almost all situations.  As a result, we are obsessive about designing and running a process for each client that is:  (a) tailored to their specific needs; (b) thorough; and (c) efficient.  As generalists, we remain free from industry bias and are beholden to no one but our clients.  Our team-based approach to staffing ensures complete coverage of deal needs and the engagement of the appropriate expertise from our broad stable of resources. Collectively, we have completed transactions across a broad range of industries, including:

  • health & wellness

  • Building Products

  • Business Services

  • Technology

  • Software

  • Healthcare

  • Industrial & Manufacturing

  • Distribution

  • Consumer Products

  • Nutraceuticals

  • Aerospace & Defense

  • Restaurants

  • Food & Beverage