We have experience across a broad range of industries, with a focus on middle market companies where relationships, operations, and market positioning drive value.
Business Services
We advise business services companies on the sale, acquisition, and recapitalization of their businesses. Our experience includes working with owner-operated firms where customer relationships, recurring revenue, and operational consistency are key drivers of value.
- Law firms
- CPA firms
- Insurance brokers and agents
- Architectural firms
- Engineering firms
Manufacturing & Distribution
We work with manufacturing and distribution companies to prepare for and execute successful transactions. Our approach focuses on positioning operational efficiency, customer concentration, supply chain strength, and vendor relationships to maximize buyer interest and valuation.
- Wholesalers
- Window coverings
- Sawmills
- Sporting goods
Healthcare
We work with healthcare companies and service providers navigating complex regulatory, operational, and financial considerations. Our process helps owners position their businesses to meet buyer expectations while preserving continuity of care and operations.
- Medical practices
- Pharmaceuticals
- Medical device manufacturers
Technology
We advise technology and data-driven businesses on strategic transactions and growth capital. We focus on articulating scalability, recurring revenue models, and intellectual property to position companies effectively in the market.
- SAAS (Software as a Service)
- Early-stage technology
- Data analytics
- Hospitality
Consumer / Retail
We work with consumer and retail businesses to prepare for transactions in competitive, brand-driven markets. Our approach highlights unit economics, customer loyalty, and growth potential to support strong buyer demand.
- Boutique clothing
- Specialty retail
- Eyewear
- Ski and recreation apparel and equipment
Franchising
We work with multi-unit franchisees and franchise platforms on transactions and capital strategies. We understand the importance of brand relationships, unit-level performance, and scalability in driving valuation.
- Multi-Unit franchisees
- Food and beverage
- Automotive services
- Dry cleaners
Real Estate
We advise real estate operators, developers, and related businesses on capital raises and strategic transactions. Our approach focuses on asset quality, cash flow stability, and market positioning.
- PUD and residential development
- Lessors and operators
- Resorts
- Industrial parks
Energy
We work with energy and industrial service companies on M&A transactions and capital solutions. Our experience includes businesses where equipment, contracts, and market cycles play a significant role in valuation.
- Oil field equipment suppliers
- Petroleum distributors
Transportation & Logistics
We advise logistics, freight, and transportation companies on strategic transactions. We focus on fleet utilization, contract structure, and operational scale to position businesses effectively for buyers.
- Railroad transportation
- Trucking (Local and Long Haul)
- Third-party logistics
- Aviation & aerospace