Featured Clients
Proven Success
Below is a limited representation of our completed engagements that showcases the diverse clientele we have had the privilege of serving.
500+ M&A Transactions*
M&A Practice
1,000s of Valuations*
Valuation Practice
50+ Awards for Excellence
Consistent Excellence
| Client | Buyer | ||
|---|---|---|---|
 | Everyone Counts, Inc. |  | Votem |
 | AEM, Inc. |  | Industrial Growth Partners |
 | PredictionWorks | ||
 | Carl Warren |  | Venbrook Group |
 | Amydis Diagnostics, Inc. | ||
 | Straye Footwear |  | BBC International |
 | Mabvax Therapeutics Holdings, Inc. |  | BioNTech |
 | Toft Group Executive Search |  | ZRG Partners |
 | SuviCa |  | Cancer Research UK |
 | AscentX Medical | ||
 | Beacon Mobile |  | DRB, operating company of Vontier Corporation (NYSE: VNT) |
| Confidential Data Management Software Company | Undisclosed | ||
 | ePlastics - Ridout Plastics Co. Inc. |  | Laird Plastics |
 | Kirei USA, LLC |  | Carnegie Fabrics |
 | Kindred Bravely |  | TZP Group |
 | Marketing Instincts, Inc. |  | Razer, Inc. |
 | Palisade Bio / Leading Biosciences | ||
 | Bell Canyon Consulting |  | Trinity Hunt Partners, portfolio company of Parthenon Capital |
 | Zeetogroup, LLC | Undisclosed | |
| Confidential Insurance Service Provider | Undisclosed Global Insurance Services Leader | ||
 | ACEA Biosciences | Undisclosed | |
| Confidential Healthcare SaaS Company | Undisclosed | ||
 | Myers Media Group |  | Resurgent Ventures |
 | Contakt World LLC |  | Kinexon |
 | Rocky Mountain Movement Disorders Center |  | CenExel Clinical Research |
 | BGASC, LLC |  | A-MARK Precious Metals |
 | Vinesse, LLC |  | Vintage Wine Estates |
 | ProEst, Inc. |  | Autodesk, Inc. |
| Confidential Healthcare SaaS Company | Undisclosed | ||
 | Del Mar Recovery Solutions |  | TZP Group |
 | One Diamond Electronics, Inc. |  | H.I.G. Whitehorse |
 | Montesquieu Winery | Undisclosed | |
| Leonetti Company |  | MBS Studios / The Carlyle Group | |
 | Ambry Genetics Corp. | ||
 | Tula |  | Ergobaby / The Compass Group |
 | Noble Iron |  | Sunbelt Rentals, Inc. |
 | Free Form |  | Crisp Imaging |
 | GunVault |  | MidOcean Partners |
 | Troxel Helmets |  | Weaver Leather / River Associates |
 | Practicing Excellence |  | NRC Health |
 | Minimally Invasive Devices |  | Cagan McAfee Capital Partners |
 | StudyKIK |  | Kinderhook Industries |
 | Supreme Optimization, LLC |  | Trinity Hunt Partners |
 | La Jolla Logic |  | BoeCore, a portfolio company of Enlightenment Capital |
| Confidential Software Development Company | Confidential Global Technology Leader | ||
 | Imagine Reporting |  | Lexitas |
 | Bicycle Casino, LP. |  | Chase Bank |
 | Cannon Safe |  | MidOcean Partners |
 | Green Total Solutions (GTS) |  | Albireo Energy |
 | Logicord LLC |  | Comcast / Golf Channel / GolfNow |
 | Mabvax Therapeutics Holdings, Inc. |  | Hessian |
 | Mabvax Therapeutics Holdings, Inc. |  | Oncotelic |
 | Electronic Control System, Inc. (ECS) |  | Albireo Energy |
 | Marina Biotech | ||
 | Lights of America, Inc. |  | Pacific Mercantile Bank |
 | Tavern + Bowl | Undisclosed | |
 | PermeaDerm |  | Stedical Scientific |
 | New York Genome Center |  | Illumina |
 | Z57 Internet Solutions |  | Constellation Software |
 | RAEN Optics, Inc. | Undisclosed | |
 | LaVita Compounding Pharmacy | Undisclosed | |
 | VizExplorer | Undisclosed | |
 | 3-V Biosciences, Inc. | ||
 | Adrenaline Lacrosse, Inc. | ||
 | Avacen Medical | ||
 | B&H Tool Company | ||
 | Beverly Hills Cancer Center | ||
 | Cade & Company, LLC | ||
 | CardioCell | ||
 | Carttronics, LLC | ||
 | Contakt World LLC |  | HealthCheck |
 | FitMoo | ||
 | Hookahzz, LLC |  | CannaVest |
 | Horizon Holding Group | ||
 | International Register of Shipping | ||
 | International Shipping Bureau (ISB) | ||
 | Olivo Labs | ||
 | Pangea Pal | ||
 | Regen BioPharma, Inc. | ||
 | StatRad | ||
 | Surveys On The Go | ||
 | Symple Surgical | ||
 | WorldTrans Services, Inc. |
| Client | |
|---|---|
 | Tombot, Inc. |
 | Trutino Biosciences |
 | Connekt Media |
 | National Auto Sport Association |
 | Fulcrum Workforce Solutions, Inc. |
 | California Sub-Meters |
 | Abreos Biosciences |
 | Agent, Inc. |
 | Airspace Technologies, Inc. |
 | Annex Brands, Inc. |
 | RelationEdge (A Rackspace Technology Company) |
 | AscentX Medical |
 | AV Lab, Inc. |
 | Axiom Exergy |
 | BioMatrica |
 | Pareto Biosciences, Inc. |
 | Cosmederm |
 | CubeX |
 | Derm-Biome, Inc. |
 | Events.com |
 | FIGmd, Inc. |
 | HNM Systems |
 | Home Grown Meats |
 | Jump Holdings |
 | Kazuhm, Inc. |
 | Lattice Innovation |
 | LeadCrunch |
 | Lexicata |
 | Mercato, Inc. |
 | Octopie Logo |
 | Original Grain Watches |
 | Perfect Point EDM |
 | Planck Aerosystems, Inc. |
 | QuickFrame |
 | Seatadvisor, Inc. |
 | Smart Property, Inc. |
 | Sommetrics |
 | Spinogenix, Inc. |
 | Talapo Therapeutics |
 | The Noun Project, Inc. |
 | Twistor Labs |
 | Viracta Therapeutics, Inc. |
 | APstem Therapeutics, Inc. |
 | BLKBOX, Inc. |
 | Quantapore, Inc. |
 | Charter Flight Group |
 | Deckard Technologies |
 | FlexSchool |
 | January Therapeutics |
 | Lancair Corp. dba San Diego Jet Center |
 | Decoy Biosystems, Inc. |
 | Scale Capital |
 | Homebay.com |
 | Leadfusion |
 | CardioCell, LLC |
 | Nview Health |
 | Amydis Diagnostics, Inc. |
 | Mobyfox (fka FMTwo Game) |
 | Retention Rocket |
 | Xendee Corp |
 | Previvo Genetics, Inc. |
 | Baron App, Inc. |
 | Commercial Facilities, Inc. |
 | Empirico Genomics |
 | Gust, Inc. |
 | Rhombus Energy Solutions |
 | Primmune Therapeutics, Inc. |
 | Enviro Applications |
 | Tollbridge Therapeutics, Inc. |
 | Hungry Fan |
 | InterLeukin Combinatorial Therapies, Inc. |
 | Invent Medical Corporation |
 | Prolifiq Software Inc. |
 | D.light Design Inc. |
 | ACEA Biosciences |
 | Alpha Foods (The Miso Brothers, Inc.) |
 | Ambry Genetics Corporation |
 | Amerigo Chile Fund |
 | 46 Degrees |
 | Electronic Control Systems |
 | Environmental Equalizers (EEI) |
 | HGCC, LLC |
 | Legend 3D, Inc. |
 | Innovasion Labs, Inc. |
 | InVaMet Therapeutics |
 | Netclearance Systems, Inc. |
 | Encinitas Laboratories, Inc. |
 | Blue Sage Software |
 | PC Network, Inc. |
 | CureMetrix |
 | VitaCup |
 | Targazyme, lnc. |
 | America's Finest Carpet Company, Inc. |
 | Designer Molecules |
 | Zhuzh, Inc. |
 | ArcTrade |
 | Adient Medical, Inc. |
 | iCapital Network |
 | Lantronix, Inc. |
 | Injury AI, Inc. |
 | Hillstream BioPharma, Inc. |
 | VSolvit, LLC |
 | TOC Biometrics |
 | Florexpo, LLC |
 | Turvo, Inc. |
 | View Point Medical, Inc. |
 | Zense Financial, Inc. |
 | Skillpower, Inc. |
 | DelNova, Inc. |
 | The Oncology Institute of Hope and Innovation |
 | Petabyte Technology, Inc. |
 | LabConnect, Inc. |
 | AEM, Inc. |
 | NeurGain Technologies, Inc. |
 | Koco Life, LLC |
 | Zylo Therapeutics, Inc. |
 | Permeaderm |
 | Prolucent Health, Inc. |
 | SONANT Corporation |
 | Wesco Management, LLC |
 | Rampart Biosciences, Inc. |
 | Qualigen |
 | Forte Biosciences, Inc. |
 | Abryx, Inc. |
 | Coho Therapeutics, Inc. |
 | Taylored Services |
 | Folklore, LLC |
 | DT Professional Services, LLC |
 | Westside Veterinary Innovation (dba SignalPET) |
 | Go Green Agriculture, Inc. |
 | Fluo Labs |
 | Omics Data Automation |
 | UTG |
 | Cushman & Wakefield |
 | O'Shaughnessy Asset Management |
 | ATTOM Data Solutions |
 | Torch Research, LLC |
 | AscentX Medical |
 | MediLynx |
 | High School Esports League |
 | Tokai International Holdings, Inc. |
 | Christian Brother's Floorcovering, lnc. |
 | Muller-Pinehurst Dairy, Inc. |
 | Virscio |
 | Dunham & Associates Holdings, Inc. |
 | Fieldwork Brewing Co. |
 | Capps Shoe Co. |
 | Care Solace |
 | Chilldyne, Inc. |
 | FAScinate Therapeutics |
 | Get The Referral |
 | GPACC |
 | InFuse Holdings |
 | iReportSource |
 | Lido Labs |
 | Lycia Therapeutics |
 | Plume, Inc. |
 | NOVUS Therapeutics |
 | Positive Sum |
 | Rocket Fuel Labs |
 | Legacy Center Foundation |
 | Westminster Pet, Inc. (Rhode Island Textile Company) |
 | H & S Ventures, LLC |
 | Prepaid Ventures |
 | Jaeger Lumber Supply |
 | Mitsubishi Chemical Group |
 | AVAI Mobile, an AZ Crown Portfolio Company |
 | CeleCor Therapeutics |
 | Consortia TX, Inc. |
 | EcoDigital |
 | Frontier Scientific |
 | FMTwo Game |
 | GroundMetrics, Inc. |
 | IBISWorld |
 | Kindred Bravely |
 | Minimally Invasive Devices |
 | NMS Management, Inc. |
 | Plaza Del Sol Real Estate, LLC |
 | Proenza Schouler, LLC |
 | Southern California Reproductive Center |
 | Stedical Scientific (Shanghai) |
 | Tradename Royalty Search |
 | Upstrem / Shoemagoo |
 | Wiederman & Potter Premium Practice Sales |
 | Flat Irons Solutions |
 | Escondido Metal Supply |
 | PostalAnnex+ |
 | PCN |
 | Pro-Care Medical Centers |
 | Cushman & Wakefield |
 | Barco Uniforms, Inc. |
 | Agilent |
 | Apixio |
 | IRE Development |
 | Piper Networks, Inc. |
 | Sullivan, McGibbons, Crickard & Associates, LLP |