Selected transactions

A sample of engagements across industries and both sides of the table. Client names and deal terms are kept confidential.

Sell-side | 2026

Industrial machine and tool company

Represented the owners of an industrial machine and tool business in the sale of their company.

Sell-side

Multi-category retailer, Kentucky

Advised the owners of a multi-category Kentucky retailer through a confidential sale process.

Buy-side | 2012

Insurance agency

Advised an acquirer on the purchase of an independent insurance agency.

Buy-side | 2013

Insurance agency

Advised an acquirer on a second insurance agency acquisition.

Sell-side

Dental equipment company

Represented the owners of a dental equipment business in the sale of their company.

Sell-side

Machinery moving and rigging company

Represented the owners of a machinery moving business in the sale of their company.

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