• Transactions

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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 sell-side financial due diligence services to 3Pillar Global, a CIP Capital portfolio company, in its sale to H.I.G. Capital.

  • Provided buy-side financial and tax due diligence services to 3 Rivers Capital, LLC in its acquisition of Blue Chip Group, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in Enmark Systems, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in PropLogix, LLC.

  • 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 sell-side financial due diligence services to Align Capital Partners in the sale of its portfolio company, Pleatco Filtration, to Pentair plc.

  • Provided buy-side financial and tax due diligence services to Alphawave IP in its carve-out acquisition of OpenFive unit from SiFive.

  • 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 sell-side financial due diligence services to Arrowhead Systems, Inc. in its sale to Regal Rexnord Corporation.

  • Provided buy-side financial, operational, and IT due diligence services to Atar Capital in its acquisition of a division of BorgWarner, Inc.

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

  • Provided buy-side financial due diligence services to Auxo Investment Partners in its acquisition of Genesis Rail Services.

  • Provided sell-side financial due diligence services to Best Value Healthcare in its sale to Arsenal Capital Partners.

  • Provided sell-side financial due diligence services to Briggs Healthcare in the sale of its subsidiary SimpleLTC to Netsmart.

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

  • Provided buy-side financial and tax due diligence services to CECO Environmental Corp. in its acquisition of General Rubber Corporation.

  • ​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 buy-side financial and tax due diligence services to CenterGate Capital in its acquisition of RC Rasmussen Corporation.

  • Provided sell-side financial due diligence services to Centergate Capital in its sale of Owen Family of Companies to Wynnchurch Capital LP.

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

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

  • Provided sell-side financial and tax due diligence services to Cisive, a subsidiary of CIP Capital, in its sale to GTCR, LLC.

  • Provided buy-side financial due diligence services to Cuadrilla Capital, LLC in support of its acquisition of Agilence, Inc.

  • Provided buy-side tax and financial due diligence services to DFW Capital Partners in its investment in Herspiegel Consulting.

  • Provided buy-side financial and tax due diligence services to Envoy Solutions, a subsidiary of Fomento Economico Mexicano, S.A.B. de C.V., in connection with its acquisition of Daycon Products Co.

  • Provided buy-side financial, operational, tax, and IT due diligence services as well as structuring support to Everarc Holdings in its acquisition of Perimeter Solutions, a global business operating i

  • Provided buy-side financial and tax due diligence services to Excellere Capital Management in its acquisition of CDL Nuclear Technologies, Inc. and CardioNavix, LLC.

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

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

  • Provided sell-side tax due diligence services to Global IID Holdco, LLC and its subsidiaries, including 1A Smart Start, LLC in it its sale to Apollo Global Management.

  • Provided buy-side financial due diligence services to Hidden Harbor Capital Partners, LLC in its acquisition of Air Conditioning Specialists, Inc.

  • Provided buy-side financial and tax due diligence services to Hidden Harbor Capital Partners, LLC in its acquisition of Twin City Sprinkler Co., Inc.

  • Provided buy-side financial and tax due diligence services to ComSense, an AEA Investors portfolio company, as part of its acquisition of Transducers Direct.

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

  • 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 services to Industrial Opportunity Partners in its acquisition of N.B. Handy Company.

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

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

  • Provided buy-side and tax due diligence services to Kelly Services, Inc. in support of its acquisition of Pediatric Therapeutic Services.

  • Provided buy-side financial and tax due diligence services to Kelly Services, Inc. in support of its acquisition of Softworld, Inc.

  • Provided buy-side financial due diligence services to Kelso & Company in support of its acquisition of Silver Spur Corporation, via its portfolio company Inmark.

  • Provided buy-side financial due diligence services to Kelso & Company in support of its acquisition of Seaway Supply Company, via its portfolio company BradyIFS.

  • Provided buy-side financial and tax due diligence services to Kelso & Company in support of its acquisition of Rhino Container, Inc. via its portfolio company Novvia Group.

  • Provided buy-side financial due diligence services to Kids2 in its acquisition of Summer Infant, Inc.​

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

  • Provided buy-side financial and tax due diligence services to LLR Partners in its acquisition of Genesee Scientific.

  • Provided buy-side financial due diligence services to LLR Partners in their acquisition of Affinity Hospice Holdings.

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

  • Provided sell-side financial and tax due diligence services to Limbach Holdings, Inc. in its acquisition of Jake Marshall, LLC.

  • ​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 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 tax and financial due diligence services to Maximus in its acquisition of VES Group.

  • 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 due diligence to North Castle Partners in its connection with its acquisition of Maya Kaimal.

  • Provided sell-side financial due diligence services to Oil Changers Holding Company of Trivest Partners, LP in support of its sale to Greenbriar Equity Group, LP.

  • Provided buy-side financial and tax due diligence services to Option Care Health in its acquisition of Specialty Pharmacy Nursing Network, Inc.

  • Provided sell-side financial due diligence services to Pan Am Railways and Subsidiaries, in its sale CSX Corporation.

  • Provided sell-side financial due diligence services to People 2.0, a portfolio company of CIP Capital, in connection with its sale to TPG Capital.

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

  • Provided sell-side financial due diligence services to Proven Behavior Solutions, LLC, in its sale to Cowen Inc.

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

  • 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 buy-side financial, tax, and IT due diligence services to QX Global Group Limited, in its acquisition of Chazey Partners.

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

  • Provided sell-side financial due diligence services to RMA Group Companies in its investment from OceanSound Partners, LP.

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

  • Provided buy-side financial due diligence services to Shift4 Payments in its acquisition of VenueNext.

  • Provided sell-side financial due diligence services to Specialty Dental Brands in connection with a recapitalization.

  • ​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 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 Thiele Kaolin Company in its purchase of an Imerys kaolin asset.​

  • Provided sell-side financial and tax due diligence services to uAvionix Corporation, in its sale to DC Capital Partners, LLC.

  • Provided buy-side financial and tax due diligence services to UBS Asset Management (Americas) Inc. in its acquisition of Accelecom.

  • Provided sell-side financial due diligence services to US Oral Surgery Management, LLC in its sale to Oak Hill Capital Partners.

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

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

  • Provided buy-side financial and tax due diligence services to Worthington Industries in its acquisition of Level5 Tools, LLC.

  • Provided sell-side financial due diligence services to Xenon Arc as part of its sale to Peak Rock Capital.

  • Provided buy-side financial due diligence services to Yadav Enterprises, Inc. in its acquisition of Fiesta Restaurant Group.

  • Provided buy-side financial, tax, and workforce due diligence services to Zayo Group in its acquisition of QOS Networks.