Track Record

Closed Deals

A proven track record of successfully guiding founders through life-changing transactions — from full company sales to strategic shareholder transitions.

21
Completed Transactions
15
Companies Sold
6
Shareholder Advisory
10+
Industries Served
Full Exits

Companies Sold

Businesses we've guided from founder ownership to successful exits — including sales to private equity, strategic acquirers, and public markets.

Sebastiani Vineyards & Winery

Food & Beverage
Buyer
Foley Wine Group
Transaction
$150M

Genesys Software Systems

Software
Buyer
Salesforce.com
Revenue
$14M

Amedica

Medical Device Mfg
Event
IPO

G-Form

Sports Equipment Mfg
Buyer
Eldridge Industries

Blue Frontier

Marine Equipment
Buyer
Navtronics
Revenue
$5M

TDF Metal Finishing

Mfg — Metal Finishing
Buyer
Hansen Engineering

Label Print Inc.

Industrial & Commercial Printing
Buyer
AEA Equity Partners
Transaction
$15M
Closed
2017

Soggy Dollar Bar

Food & Beverage
Buyer
Private Buyer
Transaction
$10M

True Connectors

Semiconductor Mfg
Buyer
Audax Private Equity

Boston Harley Davidson

Recreational Vehicles
Buyer
Daytona Beach Harley Davidson

Viansa Vineyards

Food & Beverage
Buyer
360 Global Wine Company

Dixie Elixirs

Food & Beverage
Buyer
BR Brands

Global Beer Network

Food & Beverage
Buyer
ETNA Industrial Partners
Transaction
$25M
Closed
2025

Maher Water Services

Industrial Services
Buyer
Grey Wind Capital
Transaction
$13M
Closed
2025

Hampton Beach Amusement Corp

Entertainment & Real Estate
Buyer
Lupoli Companies
Transaction
$8M
Closed
2025
Advisory

Shareholder Advisory

Representing majority shareholders on financial matters relating to internal ownership transitions, succession planning, and corporate restructuring.

American Sheet Metal

Sheet Metal Fabrication
Buyer
Internal Transfer

Beverly Glass

Glass & Window Services
Buyer
Internal Transfer

NE Gas System

Commercial & Residential Plumbing & Heating
Buyer
Internal Transfer
Transaction
$3M
Closed
2025

Expedia Cruises

Travel & Entertainment
Buyer
Internal Transfer

Casual Catering

Food & Beverage
Buyer
Internal Transfer

First Uniform

Healthcare Uniforms & Accessories
Buyer
Internal Transfer

Ready to Write Your Exit Story?

Join the founders who've successfully transitioned their businesses. Schedule a confidential consultation to discuss your goals.

Schedule a Confidential Consultation