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)

Actron 

Brook Park, OH

​Manufactures automotive diagnostic and test equipment.

Type: M&A, Sale

​Details: Sold to SPX (Charlotte, NC)

Bird Electronics
Solon, OH
Manufactures instruments to measure electricity.
Type: M&A, Acquisition
Details: Acquisition of TXRX Systems (Angola, NY)
Certified Security Solutions
Independence, OH
Provides information security consulting services and software solutions focused on identity and access management to enterprise clients.
Type: Capital Raise
Details: Equity investment from Plymouth Ventures (Ann Arbor, MI)
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)
EmployOn
Cleveland, OH
Provides online employment services.
Type: Fairness Opinion
Details: Sold to GetTheJob (Bentonville, AR)

Enovate

​Canton, MI

Designs, manufactures, and supplies mobile and wall-mounted clinical workstation solutions fort he healthcare industry.

Type: Financial Advisory
Details: Merged with Stinger Medical (Murfressboro, TN), a portfolio company of Riverside Partners (Boston, MA)

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)

Homeloan.com
Dallas, TX
Offers home loan information and services.
Type: Private Equity Offering
Details: Equity private placement
Imalux
Cleveland, OH
Commercializes optical coherence tomography (OCT) systems for site-of-care tissue imaging.
Type: Financial Advisory
Details: Financial advisor in equity restructuring
Jasco International
Rochester, NY
Provides professional photographic printing services.
Type: M&A, Acquisition
Details: Acquisition of Burrell Professional Labs, an Eastman Kodak Company (Indianapolis, IN)
Jobs.ch
Zurich, Switzerland

Provides online employment services.

Type: M&A, Sale
Details: Sold to Tiger Global Management (New York, NY)
Lexi-Comp
Hudson, OH
Synthesizes medical information to provide point of care clinical decision support.
Type: M&A, Sale
Details: Sold to Wolters Kluwer (Alphen aan den Rijn, Netherlands)
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

Mutuals.com
Dallas, TX
Offers financial advisory services.
Type: Private Equity Offering
Details: Equity private placement
Nuclear Security Services
Willowbrook, IL
Provides security solutions, including alarm and video assessment systems for the nuclear industry.
Type: M&A, Sale
Details: Sold to G4S (Crawley, West Sussex, United Kingdom)
Optical Dynamics
Louisville, KY
Develops Cast RX digital lens technologies.
Type: Private Equity Offering
Details: Equity private placement

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)

RB&W 

Streetsboro, OH

Develops cold-forming technology and produces cold-formed parts in the United States.

Type: M&A, Sale

​Details: Sold to Park-Ohio (Cleveland, OH)

​Rockford-Fosgate Tempe, AZ
Manufactures aftermarket and OEM car audio and in-car entertainment products and accessories, and personal electronics such as earphones.

Type: Public Equity Offering

​Details: Co-managed IPO

Royal Appliance
Glenwillow, OH
Telezapper Division
Provides in-home anti-telemarketing services.
Type: M&A, Sale
Details: Sold to VTech Holdings (Tsuen Wan, Hong Kong)

Segmint Inc. 

Akron, OH

​Provides disruptive analytics and digital marketing solutions for banks, credit unions, credit card companies, and other financial institutions.

Type: Financial Advisory

Details: Raised capital from FIS (Jacksonville, FL)

SyberSay Technologies
San Jose, CA
Provides acoustic technologies for audio clarity.
Type: Private Equity Offering
Details: Equity private placement
Shareholder of TandemLife 
Pittsburgh, PA

Manufactures the world's first FDA-cleared and CE-marked short-term extracorporeal circulatory support platform.  
Type: M&A, Sale
Details: Sold to LivaNova, PLC (London, England)

Universal Electronics
Cypress, CA
Designs and develops solutions that enable consumers to control entertainment devices, digital media, and home systems.
Type: Financial Advisory
Details: Shareholder Rights Plan
Zengine
Fremont, CA
Provides e-business software and services.
Type: M&A, Sale
Details: Sold to MCSi (Dayton, OH)


Technology