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 |
