Sell-side · Trade services
Commercial electrical contractor
Founder retiring after decades in business. Ran a confidential process with regional strategic buyers; founder stayed on in a transition role.
Buy-side · Healthcare
Dental practice acquisition
Helped a first-time practice owner evaluate opportunities, structure an offer with seller transition, and coordinate lender diligence.
Sell-side · Distribution
Family-owned distributor
Majority recapitalization with a private equity partner; family retained a minority stake and management roles.
Valuation · Hospitality
Restaurant group partner buyout
Valuation and buyout structure for one partner purchasing another's interest in a multi-location restaurant group.
Buy-side · IT services
Managed IT add-on search
Proactive outreach to managed service providers in South Florida for an operating company expanding its footprint.
Sell-side · Marine services
Yacht maintenance company
Prepared a recast and CIM, managed buyer meetings, and negotiated an earn-out tied to service contract renewals.
Exit planning · Landscaping
Commercial landscaping firm
Two-year plan to add an operations manager, convert accounts to annual contracts, and clean up financial reporting ahead of a sale.
Buy-side · Retail health
Independent pharmacy
Diligence coordination and deal structuring for a pharmacist acquiring an established independent pharmacy.
Sell-side · Professional services
Bookkeeping & payroll firm
Sale of a recurring-revenue client book to a larger regional firm, with a structured client transition period.
Valuation · Staffing
Staffing agency offer review
Independent valuation and structure review after the owner received an unsolicited offer from a competitor.