Client
Business

Transaction

360 Fresh

Palo Alto, CA

​Develops innovative clinical analytic solutions for acute and post-acute care providers, accountable care organizations, payors and stakeholders in the healthcare industry.

Type: M&A, Sale

Details: Sold to The Advisory Board Company (Washington, DC)

ABCO
Cleveland, OH
Regional provider of fire safety and security inspection, maintenance, and repair services for thousands of commercial customers in a variety of end markets.  
Type: Financial Advisory
Details: Merged with ISA Fire and Security (Louisville, KY), a portfolio company of Align Capital Partners (Beachwood, OH)

Achill Partners

​Cleveland, OH 

Invests in middle market businesses.

Type: M&A, Acquisition

​Details: Acquisition of a controlling interest in Tri-Coutny Maintenance (Cleveland, OH)

AirNet Systems
Columbus, OH
 
Jetride Subsidiary
Columbus, OH
Provides passenger charter services.
Type: M&A, Sale
Details: Sold to Pinnacle Air (Bentonville, AR)
AirNet Systems
Columbus, OH
Provides time-critical transportation services.
Type: Financial Advisory
Details: Financial advisor in review of strategic alternatives
Atlantic Plywood Corporation 
Woburn, MA
​Leading distributor of industrial wood products and related accessories throughout several metropolitan markets in the Northeastern U.S. 
Type: M&A, Sale
Details: Sold to Parksite Inc. (Batavia, IL)

AtomicBox Logistics
Aurora, OH
Offers third party logistics services, primarily to consumer and commercial product companies.
Type: M&A, Sale
Details: Sold to CaseStack (Santa Monica, CA)
Buffalo Construction
Louisville, KY
Builds and remodels restaurants primarily for Texas Roadhouse and Buffalo Wild Wings.
Type: M&A, Sale
Details: Sold to Management (Louisville, KY)
Butler HVAC, Inc. 
Dayton, OH
Provides full-service heating, ventilation, and air conditioning installation and repair.  
Type: M&A, Sale
Details: Sold to a group of private investors 

Chambers Leasing Systems, Inc. 
Toledo, OH
Logistics company servicing the Midwestern automotive OEM market.
Type: M&A, Sale
Details: Sold to Venture Express (LaVergne, TN)

ChemPower
Akron, OH
Provides manufacturing, construction, and environmental services for the power generation industry.
Type: M&A, Sale
Details: Sold to American Eco (Houston, TX)

Cleason Companies

Newark, NY

​Produces sand, gravel, and ready-mixed concrete.

Type: M&A, Sale

Details: Sold to Management (Newark, NY)

Dantom Systems
Wixom, MI
Provides professional credit and collection letter formats, forms, and envelopes for first-class USPS mail delivery.
Type: M&A, Sale
Details: Sold to Bolder Capital (Chicago, IL)
DistTech
Newbury, OH
 
Dedicated Transport Subsidiary
Cleveland, OH
Specializes in the design, development, and execution of supply chain solutions and offers engineered transportation solutions.
Type: M&A, Sale
Details: Sold to Management supported by Centerfield Capital Partners (Indianapolis, IN) and Patriot Capital (Baltimore, MD)
Elgin National Industries
Downers Grove, IL
Designs, engineers, procures, and constructs bulk material handling and processing systems for the power and mining industries.
Type: M&A, Sale
Details: Sold to GFI Energy Ventures (Los Angeles, CA)
EmployOn
Cleveland, OH
Provides online employment services.
Type: Fairness Opinion
Details: Sold to GetTheJob (Bentonville, AR)

Ennstone

Falmouth, VA

​Produces sand, gravel, and ready-mixed concrete.

Type: Financial Advisory

Details: Financial advisor in restructuring

Ennstone

(PA Assets)

Falmouth, VA

Produces sand, gravel, and ready-mixed concrete.

Type: M&A, Sale

​Details: Sold to Lindy Paving (Pittsburgh, PA)

Ferro Corporation 

Mayfield Heights, OH

Supplies technology-based performance materials to the global market. 

Type: M&A, Acquisition

​Details: Acquisition of TherMark Holdings, Inc. (Irvine, CA)

ForTec Medical
Streetsboro, OH
Provides on-call mobilization of surgical equipment to hospitals and surgical centers.
Type: M&A, Acquisition
Details: Acquisition of Falls Church Laser (Falls Church, VA)

The Freedonia Group, Inc. 

Cleveland, OH

Leading technology-enabled provider of branded market research to the global marketplace.

Type: M&A, Sale

Details: Sold to MarketResearch.com (Rockville, MD)

Green Leaf Landscaping & Irrigation

Melbourne, FL

a portfolio company of SCG Partners 

Cleveland, OH

Provides landscape maintenance, pruning/trimming, tree services, mulch, fertilization, pest control, irrigation and landscape installation services.

Type: M&A, Acquisition

Details: Acquisition of A New Look Lawn Care (Melbourne, FL)

Hotwork Combustion Services
Lexington, KY
Provides industrial combustion services, including heat-ups, dry-outs, and cooldowns on all types of refractory-lined structures.
Type: M&A, Sale
Details: Sold to TGC Acquisition (Philadelphia, PA)
International Total Service
Cleveland, OH
Provides airports and other public facilities with security services, security equipment, and support staff.
Type: Public Equity Offering
Details: Lead managed IPO
Jobs.ch
Zurich, Switzerland
Provides online employment services.
Type: M&A, Sale
Details: Sold to Tiger Global Management (New York, NY)
Kelly Services
Troy, MI
Provides global workforce solutions, including outsourcing, consulting, and staffing services.
Type: M&A, Acquisition
Details: Acquisition of ProStaff (Milwaukee, WI)
Kennametal
Latrobe, PA

Full Service Supply Division
Latrobe, PA

Provides integrated supply chain and logistics management to large and medium-sized metalworking plants.
Type: M&A, Sale
Details: Sold to Ferguson Enterprises, a subsidiary of Wolseley (Zug, Switzerland)

Lighthouse Insurance Group

Independence, OH 

Insurance advisor specializing in a broad array of Health, Life, Dental and Supplemental Insurance.

Type: Recapitalization

Details: Recapitalized by management and certain outside investors

Lower Lakes Towing
Port Dover, Ontario, Canada
Provides bulk freight shipping services throughout the Great Lakes region.
Type: M&A, Sale
Details: Sold to Rand Acquisition (New York, NY)
Mid-America Consulting Group, Inc.
Cleveland, OH
Information technology management consulting.
Type: Financial Advisory
Details: Raised capital from Huntington Bank (Cleveland, OH)
Ohio Bar Review
Cleveland, OH
Provides Ohio Bar training review courses.
Type: M&A, Sale
Details: Sold to Harcourt General (Chestnut Hill, MA)
Ohio Blow Pipe Company
Cleveland, OH
Premier recycling, environmental, and health/safety material handling solutions provider to various markets in North America, South America, Asia, and Europe
Type: M&A, Sale 
Details: Sold to CapitalWorks (Cleveland, OH)

Palladian Health, LLC 

West Seneca, NY

Leading technology-enabled provider of outsourced musculoskeletal care and pain management services

Type: M&A, Sale

Details: Sold to eviCore healthcare, LLC (Bluffton, SC)

Penton Media
Cleveland, OH
Provides various print and online products, such as targeted publications, websites, exhibitions, email newsletters, trade shows, and data products.
Type: Shareholder Rights Plan
Details: Shareholder Rights Plan
Peoplescape.com
San Diego, CA
Provides human resource consulting services.
Type: Private Equity Offering
Details: Equity private placement
PJAX Freight System
Gibsonia, PA
Provides less-than-truckload (LTL) transportation services.
Type: M&A, Sale
Details: Sold to Vitran (Toronto, Ontario, Canada)
Reynolds
Orleans, IN
Supplies products and services to the water and wastewater industries.

Type: M&A, Sale
Details: Sold to Layne Christiansen (Salt Lake City, UT)
Safeguard Properties
Cleveland, OH
Protects and preserves distressed residential properties through a nationwide subcontractor network.
Type: M&A, Acquisition
Details: Co-advised on acquisition of Bank of America Field Services (Dallas, TX)

​SCG Partners

Cleveland, OH

Invests in middle-market business-to-business companies.

Type: M&A, Acquisition

Details: Acquisition of Green Leaf Landscaping & Irrigation and M&M Professional Grounds Maintenance (Melbourne, FL)

Sudbury
Cleveland, OH

South Coast

Terminal Subsidiary
Houston, TX


Provides storage and processing services for the oil and chemical industries.
Type: M&A, Sale
Details: Sold to KMCO (Crosby, TX)

Tomlinson

Cleveland, OH

Provides equipment and components for the global food and beverage sector

Type: M&A, Sale

Details: Sold to Crown Brands, LLC, a portfolio company of Centre Lane Partners (Lincolnshire, IL)

Tyden Group
Grand Rapids, MI
Provides cargo security and product identification traceability solutions.
Type: M&A, Sale
Details: Sold to Crimson Investment (Palo Alto, CA)
Zengine
Fremont, CA
Provides e-business software and services.
Type: M&A, Sale
Details: Sold to MCSi (Dayton, OH)

Zephyr Solutions, Inc.

Avon, OH

Leading provider of logistics and supply chain management for industrial gases serving retail and industrial customers throughout North America.

Type: M&A, Sale

Details: Sold to Aterian Investment Partners (New York, NY)














































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