Advisory Services
Modern Aviation
Has Acquired
Puerto Rico FBO, LLC
2024
Francisco J. Uriarte CVA, CMAA
ESP Capital Advisors, LLC
Advisory Services
AutoCare LLC
Has been Recapitalized by
Nave Bank
2024
Francisco J. Uriarte CVA, CMAA
ESP Capital Advisors, LLC
M&A Intermediary
Cherry Glass & Aluminum, Inc.
Commercial Glass & Aluminum Contractor
Cherry Glass & Aluminum, LLC
2024
Ethan Lee
Hemming Morse LLC
M&A Intermediary
Swift Lawn and Landscape
Commercial Landscape Maintenance
Shoreline Equity - ALP
2024
William Davoli
Green Industry Advisors
Investment Banking
Republic Capital Group
We are investment bankers who help asset and wealth management firms maximize long-term value. Like other bankers, we help clients with liquidity options, succession plans, and capital raises. Unlike others, we focus on cultural fit and transaction structure as critical elements of successful transactions. As such, we partner best with clients that value the agility, personalized service, and highly specialized expertise of a boutique, free of the conflicts and diluted attention inevitable at large firms.
Smith Reed Partners
2024
AM&AA
Smith Reed Partners
M&A Intermediary
Martin Landscape
Commercial Landscape Maintenance
Landscape workshop
2023
William Davoli
Green Industry Advisors
Investment Banking
Buckeye Industrial Supply/True-Edge Grinding
Industrial Tooling
MSC Industrial
2023
Roger Schoenfeld
Cross Keys Capital
M&A Intermediary
Western Equipment Solutions
has acquired the assets of
Champion Equipment Sales
2023
Andrew Tomat
Four Pillars, inc.
M&A Intermediary
Landworks, Inc.
Acquired by
Focal Pointe Outdoor Solutions, Inc.
2023
Ronald Edmonds
Principium | White Oak
M&A Intermediary
Weed Pro, Ltd
Acquired by
Authority Brands
2023
Ronald Edmonds
Principium | White Oak
Advisory Services
Blades of Green
Acquired by
Senske Services
2023
Ronald Edmonds
Principium | White Oak
M&A Intermediary
Nutri-Lawn and mosquito.buzz
acquired by
Senske Services, Inc.
2023
Ronald Edmonds
Principium | White Oak
Advisory Services
Stäubli Electrical Connectors
has invested in
OnSight Technology
2023
Andrew Tomat
Four Pillars, Inc.
Investment Banking
Axxis
Industrial Hardware
PrimeSource Building Products
2022
Roger Schoenfeld
Cross Keys Capital
Investment Banking
Data Clean
Data Center Cleaning Services
Angeles Equity Partners
2022
Roger Schoenfeld
Cross Keys Capital
Investment Banking
Illini Power and Gen Power
Stand-by Generators
GenServe
2022
Roger Schoenfeld
Cros Keys Capital
Advisory Services
Virgin Islands Asphalt Prod. Co
Acquired by
Haugland Group
2022
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Safety Zone
Acquired by
Aramsco, Inc.
2021
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Investment Banking
495 Communications
Has been acquired
GLN
2020
Bill Koenig
Montminy & Co.
Investment Banking
Arrow
Acquired by
AlayaCare
2020
Roger Schoenfeld
Cross Keys Capital
Investment Banking
Cardinal Pet Care
Acquired by
Whitebridge Pet Brands
2020
Bill Koenig
Montminy & Co.
Advisory Services
CBRE|Heery
Divested it's Heery Design Group
Slam
2020
Colvin Matheson
Matheson Advisors
Advisory Services
CME
Joined
CHA
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
Custom Goods
Acquired by
An institutional investor
2020
Bill Koenig
Montminy & Co.
Investment Banking
DM
Acquired by
Building Industry Partners
2020
Bill Koenig
Montminy & Co.
Investment Banking
Estiatorio Milos
Recapitalized by
Bora Capital
2020
Bill Koenig
Montminy & Co.
Investment Banking
Flagship Food Group
Has sold
OSI
2020
Bill Koenig
Montminy & Co.
M&A Intermediary
FreightLine Carrier Systems
has been acquired by
TFI International (NYSE:TFII)
2020
Douglas Nix
Stillwater Capital Corporation
M&A Intermediary
FreightWise LLC
has received an investment from
Riverside Group
2020
Douglas Nix
Stillwater Capital Corporation
Investment Banking
G&P Land
Acquired by
Summit Resources, LLC
2020
Roger Schoenfeld
Cross Keys Capital
Advisory Services
GDS Associates, Inc.
Acquired
EES Consulting
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
Haley and Ward
Joined
CES Inc.
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
HNB Capital LLC
Acquired by
Acme Metals & Steel Supply, Inc.
2020
Bill Koenig
Montminy & Co.
Advisory Services
Maser Consulting
Sold majority stake
Colliers International
2020
Colvin Matheson
Matheson Advisors
Advisory Services
Monroe & Newell Engineers Inc.
Joined
IMEG
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
NGE
Sold an equity interest
VineLight
2020
Bill Koenig
Montminy & Co.
M&A Intermediary
ObjectSharp
Award-winning Microsoft Gold Certified Partner
CentriLogic
2020
Diane Horton
Tequity Advisors
M&A Intermediary
ONE for Freight
has been acquired by
Reimer World Corporation
2020
Douglas Nix
Stillwater Capital Corporation
Investment Banking
Pacific Union International
Acquired by
Compass
2020
Bill Koenig
Montminy & Co.
Investment Banking
Interpump
acquired by
Summit Ridge Capital
2020
Karl Sigerist
The Shaughnessy Group
M&A Intermediary
VennScience
Salesforce consultancy
PureFacts
2020
Diane Horton
Tequity Advisors
Advisory Services
Schnabel Engineering
Acquired
Deere & Ault Consultants, Inc.
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
Snack it Forward
Sold division to
Sunkist Snacks
2020
Bill Koenig
Montminy & Co.
Investment Banking
Snack it Forward
Sold an equity interest
Kenex Holdings
2020
Bill Koenig
Montminy & Co.
M&A Intermediary
Supply Chain Alliance
has been acquired by
Metro Supply Chain Group
2020
Douglas Nix
Stillwater Capital Corporation
Investment Banking
The Mark Company
Acquired by
Compass
2020
Bill Koenig
Montminy & Co.
Investment Banking
The Ncherm Group LLC
Has secured a secured loan
Renovus Capital
2020
Bill Koenig
Montminy & Co.
Advisory Services
Thomas & Hutton
Acquired
Dempsy, Dilling & Associates, P.C
2020
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
Worldwide Produce
Acquired by
SSC
2020
Bill Koenig
Montminy & Co.
Investment Banking
A Strategic Buyer
Has acquired
Nooney Controls Corp.
2019/2020
Curt Cyliax
Strategic Exit Advisors
M&A Intermediary
Accudynamics Manufacturing
Sold substantially all assets to
MBPJ Corporation
2019/2020
Brace Carpenter
Carpenter Hawke
Advisory Services
Anchor Bancorportion, Inc
Has been acquired by
Undisclosed buyer
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Investment Banking
Assured Software
Was acquired by
Pluribus Technologies
2019/2020
Diana Horton
Tequity, Inc.
M&A Intermediary
AVO Fence & Supply
Sold substantially all assets and partnered with
AVO Acquisition LLC
2019/2020
Brace Carpenter
Carpenter Hawke
Advisory Services
Chicago Switchboard Inc
Has been acquired by
CSB Investco
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Investment Banking
CloudWare Connections
Was acquired by
A5
2019/2020
Diana Horton
Tequity, Inc.
M&A Intermediary
Dion Signs
Sold substantially all assets and partnered with
Poyant
2019/2020
Brace Carpenter
Carpenter Hawke
Advisory Services
Emmis Communications
Has acquired the sound masking business of
Lencore Acoustics Corp.
2019/2020
Graeme Fraiser
PCR
M&A Intermediary
FNA Transmissions
Sold substantially all assets
QS Management LLC
2019/2020
Brace Carpenter
Carpenter Hawke
M&A Intermediary
Houghtaling & Smith Funeral Home
Sold substantially all assets
Chapman Moser Funeral Home
2019/2020
Brace Carpenter
Carpenter Hawke
Investment Banking
IntelliNet
Was acquired by
Coreio
2019/2020
Diana Horton
Tequity, Inc.
M&A Intermediary
Latitude Sports Clubs
Sold substantially all assets
Town Sports International
2019/2020
Brace Carpenter
Carpenter Hawke
Investment Banking
Learning.Net
Was acquired by
Pluribus Technologies
2019/2020
Diana Horton
Tequity, Inc.
M&A Intermediary
LJM Packaging Co. Inc.
Sold substantially all assets and partnered with
Unified 2 Global Packaging Group
2019/2020
Brace Carpenter
Carpenter Hawke
Investment Banking
ObjectSharp
Was acquired by
CentriLogic
2019/2020
Diana Horton
Tequity, Inc.
Advisory Services
Pioneer Bank
Has been acquired by
First State Bancshares, Inc
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Advisory Services
River Cities Bancshares, Inc/ River Cities Bank
Has been acquired by
Time Federal Savings Bank
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Advisory Services
Rockford Fastener
Has been acquired by
EFG
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Advisory Services
Security Door & Hardward Co. and Security Builder's Supply Co.
Has been acquired by
Central Indiana Hardware Inc.
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
M&A Intermediary
Shaker Workshops
Sold substantially all assets and partnered with
Tappan Chairs
2019/2020
Brace Carpenter
Carpenter Hawke
Investment Banking
TeleMed
Was acquired by
Pluribus Technologies
2019/2020
Diana Horton
Tequity, Inc.
Advisory Services
Waterman State Bank
Has been acquired by
Undisclosed buyer
2019/2020
Karen Monfre & Michael Vaccarella
Wipfli LLP
Advisory Services
ABC - A Portfolio CIDCapital
Has been acquired by
Branford Capital Partners
2019
Stephen Lewis
Capstone Headwaters
Advisory Services
ACT Capital Advisors
Has been acquired by
Summit Companies
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Alan Plummer Associates, Inc
Acquired
FEI Engineers
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Investment Banking
Alpine Academy
Acquired by
Family Treatment
2019
Roger Schoenfeld
Cross Keys Capital
Advisory Services
AM Trans
Has been acquired by
Hudson Hill Capital
2019
Stephen Lewis
Capstone Headwaters
Advisory Services
Andrie
Has been acquired by
AUXO
2019
Stephen Lewis
Capstone Headwaters
Investment Banking
Another Broken Egg
Acquired by
The Beekman Group
2019
Mike McCraw
Founders
Advisory Services
APS Payments
Has been acquired by
Repay
2019
Stephen Lewis
Capstone Headwaters
Advisory Services
Armstrong Building Maintenance
Recapitalization partnership
Revolant Capital Solutions
2019
Peter Holton
Caber Hill Advisors
Advisory Services
Aztech Environmental Technologies
Joined
LaBella
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
Baxter & Woodman Consulting Engineers
Acquired
GTC Engineering Corporation
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
Becker Structural Engineers
Joined
Thornton Tomasetti
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
Aireko Companies
acquired
Tustin Mechanical, Inc
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Tustin Group LLC
Acquired
Tilley Fire Equipment Corp
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Tustin Group LLC
Acquired
Fort Pitt Capital (MD operations)
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Tustin Group LLC
Acquired
QSA HVAC
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Resolve Holding Corp
Acquired
PR Medical Defense Insurance
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Supermercados Maximo, Inc.
Acquired
Wal-Mart assets in PR
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Cabinets Northwest
Has been acquired by
A Private Investor
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Cascade Select Markets
Has been acquired by
A Private Investor
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
CMT
Acquired
Stone Engineering Group
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
M&A Intermediary
Conroe Concrete (Yancey)
Acquired
SRM Concrete
2019
Matthew Bristow
ClearRidge Capital LLC
Investment Banking
Daigger Scientific
Acquired by
Weber Scientific
2019
Roger Schoenfeld
Cross Keys Capital
Advisory Services
Delta
Acquired
Lewis Engineering PC
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
DewBerry
Acquired
Drake Hagland and Associates
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
DPS
Acquired
A charter corporation (pre-69) in North Carolina
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
DRSI
Has been acquired by
Kent Hill Capital
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
EcoChemical Wood Stains & Coatings
Has been acquired by
UC Coatings
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Better Ideas Holding
Raised Equity from
Private Investors
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Fernhill Holly Farms
Has been acquired by
A Private Investor
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
GeoDesign Inc
Joined
NV5
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
GLS
Acquired
Clark Aggen Architects
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
Advisory Services
Kids n Pets
Has been acquired by
Scotts Liquid Gold
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Legacy Creations
Has been acquired by
Mercuries Asia LTD
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Long Engineering
Joined
Atlas
2019
Jeff Lookup & Jon Escobar
Morrissey Goodale
M&A Intermediary
Mac Systems
Acquired
Summit Companies
2019
Matthew Bristow
ClearRidge Capital LLC
M&A Intermediary
Malone's CNC Machining
Acquired
CrossLake Group, LLC
2019
Matthew Bristow
ClearRidge Capital LLC
Advisory Services
Medical Rehabilitation Consultants
Has been acquired by
MREB Holdings Inc.
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Northend Truck Equipment
Has been acquired by
OSW
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Proto Technologies, Inc
Has been acquired by
Sea Lion Corporation
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Rainer Welding Inc
Has been acquired by
Ranch Creek Partners, LLC
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Research Into Action
Has been acquired by
Opinion Dynamics
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
Advisory Services
Rider Levett Bucknall
Has mergered with
The Robinson Company
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
M&A Intermediary
Sayed Feghali Cardiology Assocation
Acquired
Medical Center Cardiovascular Association
2019
Matthew Bristow
ClearRidge Capital LLC
Advisory Services
Centerline Car Rentals
Acquired by
CCR Holdings LLC
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Next Day Signs
Acquired by
A Private Investor
2019
Francisco J Uriarte, CMAA, CVA
ESP Advisors, LLC
Advisory Services
Smith Mechanical Electrical Plumbing
Has been acquired by
ACCO Engineered Systems
2019
Paul Hajek & Robert Hild
ACT Capital Advisors
M&A Intermediary
Transportation Specialist's Group
has been acquired by
Transportation Insights, LLC
2019
Douglas Nix
Stillwater Capital Corporation
Investment Banking
Twinbrook Insurance Brokerage, Inc
Acquired by
Brown & Brown Insurance
2019
Roger Schoenfeld
Cross Keys Capital
Investment Banking
VIP Health Care Services
Acquired by
Addus
2019
Roger Schoenfeld
Cross Keys Capital