• Transactions

Filter by

Engagement Type
Industry
Service

The transactions below are a small sampling of the completed deals worked on by our team.
  • Provided buy-side financial and tax due diligence to 3L Capital in its investment in Roman Health Ventures, Inc.

  • Provided buy-side financial due diligence to Amplity Health in its acquisition of RealHealthData.

  • Provided buy-side tax and financial due diligence to Anser Advisory, LLC in its acquisition of DHS Consulting, Inc.

  • Provided buy-side financial and tax due diligence to Anser Advisory, LLC in its acquisition of Haskell/HR Gray Associates.

  • ​Provided buy-side financial and tax due diligence to Ardurra Group, Inc., in its acquisition of LNV, Inc.

  • Provided buy-side financial and tax due diligence to Argosy Investment Partners V, L.P. in its acquisition of Rita's Franchise Company LLC.

  • Provided buy-side financial and tax due diligence to Atlas Technical Consultants, LLC in its acquisition of Alta Vista Solutions, Inc.

  • Provided buy-side tax due diligence to Caregiver, Inc in its acquisition of CORI Care, Inc.

  • ​Provided carve-out buy-side financial and tax due diligence along with transition and integration assistance to Cementation USA in its acquisition of TNT.

  • Provided sell-side financial due diligence to Prophet Equity during its sale of its portfolio company, CID Resources, Inc. to Superior Uniform Group, Inc.

  • Provided buy-side financial and tax due diligence to Data Systems Analysts in its acquisition of Project Performance, LLC., an information technology and management consulting firm.

  • Provided buy-side financial and tax due diligence to Gryphon Technologies, L.C. in its acquisition of OMNITEC Solutions, Inc.

  • Provided buy-side tax due diligence services to Health and Safety Institute in its acquisition of Comprehensive Loss Management, Inc.

  • ​Provided financial due diligence to Hickory Farms in its acquisition of Gourmet Gift Concepts, LLC.

  • Provided global buy-side financial and tax due diligence to Isagenix Worldwide LLC in its acquisition of Zija International Inc.

  • Provided buy-side financial due diligence to Ivy Rehab Network, Inc. in its acquisition of Generation Care PT.

  • Provided buy-side financial and tax due diligence to Kain Capital in its acquisition of Criser Troutman Tanner Consulting.

  • Provided buy-side financial and tax due diligence to Keywords Studios PLC in its acquisition of VMC Consulting Corporation and Volt Canada Inc.

  • Live Ventures Incorporated acquired 100% of the outstanding stock of entertainment retailer, Vintage Stock, Inc., in a cash and debt transaction valued at approximately $60M.

  • Provided buy-side financial and tax due diligence to LLR Partners in its acquisition of CareATC, Inc.

  • ​Provided buy-side financial due diligence to Marquee Dental Partners in its acquisition of Metro Oral & Maxillofacial Surgery.

  • Provided buy-side financial due diligence to Marquee Dental Partners in its acquisition of Moore Smiles.

  • Provided buy-side financial due diligence to Marquee Dental Partners in its acquisition of Criswell Clinic Family Dentistry.

  • Provided buy-side financial due diligence to Marquee Dental Partners in its acquisition of Davis Dental Center.

  • Provided buy-side financial due diligence to Marquee Dental Partners in its acquisition of New Health Dental.

  • Provided sell-side financial due diligence to Meritdirect in support of its partnership with Mountaingate Capital.

  • ​Provided buy-side financial due diligence to MyCare Medical Group in its acquisition of IMA Medical Center of Palm Harbor and IMA Medical Center of St. Petersburg.

  • Provided buy-side financial and tax due diligence to National Partners in Healthcare Holdings in its acquisition of Arizona Heart Anesthesia, PLLC.

  • Provided buy-side financial and tax due diligence to Nice S.p.A in its investment in Abode Systems, Inc.

  • Provided buy-side financial due diligence to North Castle Partners in its connection with its acquisition of Maya Kaimal.

  • Provided buy-side financial and tax due diligence to NovaQuest Capital Management in connection with its acquisition of Clinical Ink.

  • ​Provided sell-side financial due diligence to Oberto Brands in its sale to Premium Brands Holdings.

  • ​Provided sell-side financial due diligence to CIP Capital in its sale of OnCourse Learning Corporation to Bertelsmann Education Group.

  • Provided buy-side financial due diligence to IDEAL Industries, Inc. in its acquisition of Cree Lighting.

  • Provided buy-side financial and tax due diligence to Koppers Holding, Inc. in its acquisition of Cox Industries, Inc.

  • Provided sell-side financial due diligence to Paramedics Plus, LLC during its sale to Alvarez & Marsal Capital Partners.

  • Provided buy-side financial and tax due diligence to PWP Growth Equity in its acquisition of Luna Grill.

  • Provided buy-side financial due diligence to Priority Health in its acquisition of Total Health Care.

  • Provided financial and tax due diligence services to Provenance, related to its investment in Marine Layer Clothing.

  • Provided buy-side financial and tax due diligence to RFE Investment Partners in its acquisition of ThreeBridge Solutions LLC.

  • Provided buy-side financial and tax due diligence to RoundTable Capital Partners in connection with its acquisition of Morris Engineering and Consulting.

  • Provided buy-side financial and tax due diligence to S4 Capital in its acquisition of Circus Marketing.

  • Provided buy-side financial and tax due diligence to Safanad in its acquisition of Kid's Country, Inc.

  • ​Provided buy-side financial and tax due diligence to Specialty Dental Brands, LLC in its acquisition of Bennion Lambourne Orthodontics.

  • Provided buy-side financial due diligence to Specialty Dental Brands, LLC in its acquisition of Brentwood Pediatric Dentistry, PLLC.

  • Provided buy-side financial due diligence to Systems Planning and Analysis, Inc. in its acquisition of Veracity Forecasting and Analysis, Inc.

  • Provided buy-side financial and tax due diligence to Teneo in its acquisition of Hatley Strategy Advisors.

  • Provided sell-side financial due diligence to Terryberry in its sale to Tenex Capital Management.

  • Provided buy-side financial and tax due diligence to Topspin Partners LBO, LP in its acquisition of Remedy Health Media, LLC.

  • Provided buy-side financial and tax due diligence to Trivest Partners in its investment in Oil Changers, Inc.

  • Provided buy-side financial and tax due diligence to Valesco Industries, LLC in its acquisition of certain assets of Fabian Couture Group International, Inc.

  • Provided buy-side financial and tax due diligence to Fortis Solutions Group in its acquisition of Infinite Packaging Group.

  • Provided buy-side financial and tax due diligence services to ABS Capital Partners during its acquisition of ipDatatel & Resolution Products, Inc.

  • ​Provided buy-side financial and tax due diligence to Accel-KKR in its investment in SugarCRM Inc.

  • Provided sell-side financial due diligence services to ACES Comprehensive Educational Services, Inc. in its recapitalization with General Atlantic.

  • Provided buy-side financial due diligence services to Adams Publishing Group LLC during its acquisition of Bliss Communications, Inc.

  • Provided buy-side financial and tax due diligence services to Affinitiv as part of its investment in Auto Loop LLC.

  • ​Provided buy-side financial due diligence services to Agility Health Inc. in its acquisition of Medic Holdings Corp.

  • Provided sell-side financial due diligence to Airtech Group in connection with its sale to EagleTree Capital.

  • Provided buy-side financial due diligence services to American Crafts (for lending purposes) in its acquisition of the EK Success carve-out from Wilton Brands.

  • ​Provided buy-side financial and tax due diligence to American Vanguard Corporation it is acquisition of OHP, Inc.

  • ​Provided buy-side financial and tax due diligence to Ardenton Capital Corporation in its investment in Achieve One, LLC.

  • Provided buy-side financial and tax due diligence to Argosy Private Equity in its acquisition of Walpole Outdoors.

  • ​Provided sell-side financial and tax due diligence to BestReviews Inc. in its sale to Tronc, Inc. (NASDAQ:TRNC).

  • ​Provided sell-side financial due diligence to Alliance Sports Group, L.P. during its sale to LKCM Headwater Investments.

  • Provided buy-side financial due diligence services to Camden Partners during its investment in Pinnacle Automotive Hospitality Services.

  • ​Provided buy-side financial and tax due diligence to CIP Capital in relation to its investment in People2.0 Global, LP.

  • ​​​Provided buy-side financial and tax due diligence services to Cleopatra Resources, LLC in its acquisition of W.G. Satterlee and Sons.

  • Provided buy-side financial and tax due diligence services to CORE Media Group, Inc. during its acquisition of The Intellectual Property Corporation.

  • Provided sell-side financial due diligence to Enesco, LLC, a portfolio company of Balmoral Funds, during its carve-out sale of Gund to Spin Master Corp.

  • ​Provided sell-side financial due diligence services to Trostel in its potential sale to Preferred Compounding Corporation.

  • ​Provided buy-side financial and tax due diligence services to Fortis Solutions Group, during its acquisition of Label Technology Inc.

  • ​Provided sell-side financial and tax due diligence services to Gaylord Chemical in its sale to EagleTree Capital.

  • ​Provided buy-side financial due diligence services to GrubHub, Inc., during its acquisition of certain assets of OrderUp, LLC.

  • ​Provided buy-side financial due diligence services to Huron Capital Partners and its portfolio company Drake Automotive in the acquisition of Fender Gripper, Inc.

  • Provided buy-side financial due diligence to Internap Corporation in its acquisition of Single Hop.

  • Provided buy-side financial due diligence services to J.B. Hunt Transport, Inc. during its acquisition of RDI Last Mile Co.

  • Provided sell-side financial due diligence to Jaggaer, a portfolio company of Accel-KKR, in its acquisition of BravoSolution.

  • Provided buy-side tax due diligence services to JBT Corporation in its acquisition of Avure U.S., Inc.

  • ​Provided buy-side financial and tax due diligence services to Lionbridge Technologies, Inc. for its investment in Gengo, Inc.

  • Provided buy-side tax and financial due diligence services to LLR Partners during its acquisition of eLocal.

  • Provided sell-side financial and tax due diligence as well as transaction structuring to Gliffy in its sale to Rogue Wave Software.

  • Assisted Oldenburg Group Incorporated in the sale of its defense and mining businesses to J.F. Lehman & Company.

  • ​Provided financial and tax due diligence for PAG Asia Capital in connection with its investment in Key Safety Systems and Takata Corp.

  • Provided sell-side financial due diligence to Pure Power Technologies, Inc. in its sale to Stanadyne LLC.

  • Provided buy-side financial and tax due diligence to Randa Accessories, Inc. in its acquisition of Haggar Clothing Co.

  • Provided sell-side financial due diligence to RKD Group in its sale to BV Investment Partners.

  • ​​Provided sell-side financial and tax due diligence services to Rutland Plastic Technologies, Inc., a portfolio company of Riverside Company, in its sale to PolyOne Corporation.

  • Provided buy-side financial due diligence to Shape Corporation in its acquisition of Magnode Corporation.

  • ​Provided sell-side financial due diligence to SSCS Global IT Services in its sale to Park Place Technologies.

  • ​Provided buy-side financial due diligence services to The Eastern Company during its acquisition of Big 3 Holdings LLC.

  • ​​Provided buy-side financial and tax due diligence services to Thermos L.L.C. in its acquisition of Lifefactory, Inc.

  • ​Provided buy-side financial due diligence to TrueBlue, Inc. in its acquisition of TMP Holdings LTD.

  • ​Provided buy-side financial and tax due diligence advisory services to Tuckahoe Holdings, LLC in connection with its acquisition of Meeco Sullivan.

  • ​Provided buy-side financial due diligence to United Talent Agency in its acquisition of Greater Talent Network.

  • ​Provided buy-side financial due diligence services to Utegration LLC during its acquisition of HPC America.

  • Provided buy-side financial due diligence to Valesco Industries, LLC for its capital commitment in Drug Free Sport, LLC.

  • ​Provided sell-side financial due diligence advisory services to Vinventions in connection with its debt refinancing.

  • ​Provided buy-side financial due diligence advisory services to Washington Equity Partners in connection with their acquisition of Arc Drilling, a precision electrical discharge machining (EDM) compan

  • Provided buy-side financial due diligence to Western Dental Services in its acquisition of several SmileCare locations from Coast Dental Services, Inc.