Selected M&A Case Studies

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Luxury Eyewear Retailer (Sell-Side)

Sell-side advisory for a multi-location luxury eyewear retailer with strong brand positioning and above-market profitability.

  • Industry: Luxury Eyewear Retailer
  • Situation: Buyer failed to close; process relaunched
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Third-Party Logistics Company
(Buy-Side)

Buy-side advisory for a third-party logistics company seeking to acquire a complementary business to rebalance its freight mix and reduce concentration risk.

  • Transaction Type: Buy-Side
  • Industry: Third-Party Logistics Company
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Southeastern Construction Company (Sell-Side)

Sell-side advisory for a family-owned construction company seeking a transition to a new owner aligned with its long-term growth and culture.

  • Industry: Construction Company
  • Transaction Type: Sell-Side
View Case Study
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Petroleum Distribution Company (Sell-Side)

Sell-side advisory for a petroleum distribution business navigating a confidential sale process with a focus on preserving privacy and maximizing value.

  • Transaction Type: Sell-Side
  • Industry: Petroleum Distribution Company
View Case Study

We have advised business owners and acquirers across a range of transactions, including company sales, acquisitions, and capital raises. The following case studies highlight representative engagements and the approach we bring to each transaction.

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Selected Transactions

Every successful transaction starts by defining the engagement’s goals. Whether you’re pursuing growth, liquidity, succession, or long-term value creation, clear alignment from the beginning drives effective execution.

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Corporate Vehicle Leasing Company

Provides corporate vehicle leasing services to small and large businesses. After nearly half a decade, Piedmont font the perfect buyer to continue their legacy.

Service:
Capital Raising – Senior Debt
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A Commercial Printing Company

Provides pre-press, printing, and post-press services on paper materials to small and medium sized businesses.

Service:
Capital Raising
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An Air Sampling Device Manufacturer

Manufactures air sampling devices for air quality studies and emissions testing.

Service:
Capital Raising – Senior Debt
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A Petroleum Distribution Company

Distributes gasoline to rural and small city gas stations and convenience stores.

Service:
M&A Advisory – Sell-Side Advisor
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A Multi-Unit Franchisee

Operates multiple limited-service franchised restaurants.

Service:
Capital Raising – Senior Debt & Equity
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A Retailer of Luxury Eyewear

Operates retail stores that sell eyeglasses, contact lenses, sunglasses, and optical accessories.

Service:
M&A Advisory – Sell-Side Advisor
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A Provider of Healthcare Services

Provides cardiopulmonary exercise testing (CPET), pulmonary function tests (PFT), and resting metabolic rate (RMR) services.

Service:
Angel Capital Financing
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An Oil Field Equipment Supplier

Supplies oil field equipment to oil refiners and supply stores.

Service:
Capital Raising – Senior Debt & Equity

Have a Confidential Conversation About Your Options

We work with business owners at all stages of the decision process, whether you are ready to move forward or simply exploring your options.

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