Transactions

Our team has led and partnered over $20B in aggregate tranaction value. On every assignment, we leverage our firm’s deep market experience, our national partner network, and our disciplined, proven process for our client’s benefit. We are not constrained by size and have proven equally effective in executing transactions as small as a few million dollars to larger transactions well in excess of $100 million. We are expert in helping our clients stand out in their markets, providing compelling opportunities for prospecitve buyers and investors.

The Kaizen Company

Has Been Acquired By

Tetra Tech


Mergers and Acquisitions

Government Services

INNO Metal Studs Corp

Strategic & Financial Advisory Services

NewField Capital Partners


Corporate Finance

Real Estate, Tech & Telecom

MCA Industries

Has Been Acquired By

Greybull Stewardship


Private Placements

Tech & Telecom

Ad Astra Information Systems

Valuation Services


Valuations and Fairness Opinions

Education

Eduplanet21

Has Been Recapitalized By

Ben Franklin Fund


Corporate Finance

Education

Recovery Point Systems, Inc.

Fairness Opinion

Abry Partners


Valuations and Fairness Opinions

Tech & Telecom

Global Management Systems, Inc.

Has Been Acquired By

Dinocrates Group


Mergers and Acquisitions

Government Services

DfR Solutions, LLC

Has Been Acquired By

ANSYS, Inc


Mergers and Acquisitions

Tech & Telecom

Global Teletherapy

Has Been Recapitalized By

Graham Software Development


Mergers and Acquisitions

Education

The Halifax Group

Has Made An Investment In

Chancelight Behavioral Health


Mergers and Acquisitions

Education, Healthcare

Capital Education Group

Valuation Services


Valuations and Fairness Opinions

Education

Analytical Informatics, Inc.

Has Been Acquired By

Philips North America


Mergers and Acquisitions

Healthcare

Fathom Systems

Valuation Services


Valuations and Fairness Opinions

No Sector

Water Treatment & Controls Company

Has Been Acquired by a Private Party


Mergers and Acquisitions

No Sector

Rx Networks

Valuation Services


Valuations and Fairness Opinions

No Sector

Spring Mobile Solutions, Inc.

Fairness Opinion


Valuations and Fairness Opinions

Tech & Telecom

Three Ring

Has Sold Select Assets To

LessonCast


Mergers and Acquisitions

Education

Three Ring

Has Sold Select Assets To

Discovery Education


Mergers and Acquisitions

Education

Haiku Learning

Has Been Acquired By

PowerSchool

A Vista Equity Partners Company


Mergers and Acquisitions

Education

GeoDigital

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

CARANA Corporation

Has Been Acquired By

The Palladium Group


Mergers and Acquisitions

Government Services

MTM Technologies, Inc.

Advisory and Fairness Opinion


Valuations and Fairness Opinions

Tech & Telecom

ClassLink

Has sold its ClassMate student information system business to

Harris School Solutions

a business unit of Constellation Software, Inc.


Mergers and Acquisitions

Education

Ad Astra Information Systems

Strategic Advisory & Valuation Services


Valuations and Fairness Opinions

Education

Salsa Labs, Inc.

Fairness Opinion


Valuations and Fairness Opinions

Tech & Telecom

iWorld Services, Inc.

Has Been Acquired By

Axiologix, Inc.


Mergers and Acquisitions

Tech & Telecom

Hillcrest

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

CARANA Corporation

Has Acquired a Minority Interest In

CARANA Corporation


ESOP

Government Services

Reflected Networks

Has Acquired An Unidentified Company


Mergers and Acquisitions

Tech & Telecom

ATSG Innovative Solutions

Valuation & Financial Advisory Services


Corporate Finance

Government Services

Vertical

Strategic Advisory & Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Reflected Networks

Has Reorganized and Merged With a Predecessor Business


Mergers and Acquisitions

Tech & Telecom

Dartware, LLC

Has Been Acquired By

Help/Systems, LLC


Mergers and Acquisitions

Tech & Telecom

Electra, Inc.

Has Been Acquired By

Global Telecom & Technology, Inc.


Mergers and Acquisitions

Tech & Telecom

Mindseye

Valuation & Financial Advisory Services


Corporate Finance

Tech & Telecom

iGov

Strategic Advisory & Valuation Services


Valuations and Fairness Opinions

Government Services

freewebs

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Paratek

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Avatech Solutions, Inc.

Has Been Acquired By

RAND International


Mergers and Acquisitions

Tech & Telecom

Management Systems International

Has Been Acquired By

Coffey International


Mergers and Acquisitions

Government Services

CACI International

Valuation & Advisory Services


Corporate Finance

Government Services

Object Video

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Numara Software

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

DigitalSports

Series B Convertible Preferred Stock

Novak Biddle Venture Partners
True Ventures


Private Placements

Tech & Telecom

Merrimac

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Intermedia Kiosks

Has Been Acquired By

Danaher Corporation


Mergers and Acquisitions

Tech & Telecom

NFR Security

Has Been Acquired By

Check Point Software Technologies


Mergers and Acquisitions

Tech & Telecom

buysafe

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

Covega, Inc.

Has Been Recapitalized By

Square 1 Bank


Private Placements

Tech & Telecom

CyrenCall

Valuation Services


Valuations and Fairness Opinions

Tech & Telecom

AVIcode, Inc.

Reseller Agreement and Series A Preferred Stock Financing

Quest Software, Inc.


Private Placements

Tech & Telecom

Severn Healthcare

Has Been Acquired By

Nations Healthcare


Mergers and Acquisitions

Healthcare

IRRC

Has Been Acquired By

Institutional Shareholder Services


Mergers and Acquisitions

Tech & Telecom

netASPx

Financial Advisory Recapitalization


Corporate Finance

Government Services