Transactions

Examples of our
proven track record.

Over 500 transactions successfully closed across four decades and four core sectors. Each line represents a business owner who trusted us with the most important transaction of their professional life.

All Transactions

Cleveland Electric Laboratories transaction tombstone

Leading manufacturer of high-temperature sensors for operationally-critical, demanding environments

Cleveland, OH
Mason Wells

Cleveland Electric Laboratories

Specialty Manufacturing
TestOil (Insight Services, Inc.) transaction tombstone

Industry-leading industrial oil and fluid analysis laboratory providing same-day turnaround testing services for energy, manufacturing, construction, and chemical processing clients

Cleveland, OH
Eurofins Scientific

TestOil (Insight Services, Inc.)

Specialty Manufacturing
McClintock Electric, Inc. transaction tombstone

Multi-generational electrical and technology contractor providing commercial, industrial, and residential electrical, networking, fire alarm, and access control services across Northern Ohio

Wooster, OH
Kelso Industries

McClintock Electric, Inc.

Construction
Warehouse Anywhere transaction tombstone

Service and platform managing thousands of corporate self-storage units (eg for pharma field sales)

Buffalo, NY
Argosy

Warehouse Anywhere

B2B Services
Emerald Built Environments transaction tombstone

Commercial construction and environmental services firm

Cleveland, OH
Strategic Acquirer

Emerald Built Environments

Construction
Malley's Candies, Inc. transaction tombstone

Treasured luxury chocolates brand with 18 retail locations in Northeast Ohio.

Lakewood, OH
Promise Holdings

Malley's Candies, Inc.

Consumer
Water Safari Resort transaction tombstone

Family hospitality and water park resort

Old Forge, NY
Strategic Buyer

Water Safari Resort

Consumer
Webster & Allor-Plesh transaction tombstone

Specialty manufacturing; advised Webster Industries & MPE Partners

Brighton, MI
MPE Partners

Webster & Allor-Plesh

Specialty Manufacturing
Webster Industries transaction tombstone

Industrial manufacturing; acquired by strategic buyer

Tiffin, OH
MPE Partners

Webster Industries

Specialty Manufacturing
AFIMAC Global transaction tombstone

Security firm offering crisis response, investigations, and business continuity

Strongsville, OH
New State Capital Partners

AFIMAC Global

B2B Services
Brew Kettle transaction tombstone

Multi-unit microbrewery producing 20+ products across Northeast Ohio

Middleburg Heights, OH
Valuation Advisory

Brew Kettle

Consumer
CHAMPS transaction tombstone

National group purchasing organization providing members with account management, sales and contracting services

Cleveland, OH
Board Advisory Engagement

CHAMPS

B2B Services
Centura Imaging transaction tombstone

Provider of radiological imaging equipment, accessories, and services

Cleveland, OH
Test Equipment Distributors

Centura Imaging

B2B Services
Commercial Fluid Power transaction tombstone

Integrated value-added distributor of tubing and bar products for fluid power applications

Dover, OH
National Tube Supply

Commercial Fluid Power

Specialty Manufacturing
FormFire transaction tombstone

SaaS and digital integrator for small business health insurance providers

Cleveland, OH
AgencyBloc (Resurgens Technology Partners)

FormFire

B2B Services
Millman Land Services transaction tombstone

National full-scale land survey provider

Canton, OH
CBRE (NYSE: CBRE)

Millman Land Services

B2B Services
Music Box Supper Club transaction tombstone

Nationally recognized wedding venue and bi-level concert hall

Cleveland, OH
Financial Advisory

Music Box Supper Club

Consumer
Neuros Medical transaction tombstone

Bioelectric medical device company working to eliminate post-amputation pain

Cleveland, OH
Equity Financing

Neuros Medical

B2B Services
Precision Component Industries transaction tombstone

Precision-machined specialty component manufacturer for aerospace, defense, automotive, and energy applications, specializing in high-precision, low-volume complex configurations

Canton, OH
Ohio Gratings, Inc.

Precision Component Industries

Specialty Manufacturing
Premier Hydraulics, LLC transaction tombstone

Value-added manufacturer and distributor of custom-machined components, fittings, valves, and manifolds for industrial equipment OEMs

Farrell, PA
PTR Group

Premier Hydraulics, LLC

Specialty Manufacturing
Saucy Brew Works transaction tombstone

Craft brewery with restaurants; acquired Cartridge Brewing

Cleveland, OH
Cartridge Brewing (target)

Saucy Brew Works

Consumer
Sharpe Engineering transaction tombstone

Project management and engineering solutions for food processing clients

Madison, WI
Cornerstone Industrial Group

Sharpe Engineering

B2B Services
Webster + Action transaction tombstone

Innovative design, manufacturing and start-up of custom vibratory equipment for material transfer

Newberg, OR

Webster + Action

Specialty Manufacturing
Service-Tech Corporation transaction tombstone

NADCA-certified industrial cleaning provider specializing in air duct, HVAC, industrial oven, and exhaust cleaning services for commercial and industrial facilities

Cleveland, OH
GT Entreprenuers

Service-Tech Corporation

B2B Services
Abison transaction tombstone

Abison

Specialty Manufacturing
Action Vibratory Equipment transaction tombstone

Action Vibratory Equipment

Specialty Manufacturing
Arisdyne Systems transaction tombstone

Arisdyne Systems

Specialty Manufacturing
Arkovi transaction tombstone

Arkovi

B2B Services
Arrowhead Industries transaction tombstone

Cleveland-based provider of slit-metal cores for automotive weather-seal applications; strategic advisory

Strategic Advisory

Arrowhead Industries

Specialty Manufacturing
Atk Vege transaction tombstone

Atk Vege

Specialty Manufacturing
Buehlers Fresh Foods transaction tombstone

Buehlers Fresh Foods

Consumer
C J Dannemiller transaction tombstone

C J Dannemiller

Consumer
Calypsos Cove transaction tombstone

Calypsos Cove

Consumer
Cambridge Integrated Services transaction tombstone

Cambridge Integrated Services

B2B Services
Cartridge Brewing transaction tombstone

Maineville, Ohio craft brewery acquired by Saucy Brew Works

Saucy Brew Works

Cartridge Brewing

Consumer
Corsa Performance transaction tombstone

Corsa Performance

Consumer
Deep Hole Specialists transaction tombstone

Deep Hole Specialists

Construction
Ds Distribution Services transaction tombstone

Ds Distribution Services

B2B Services
Dwellworks transaction tombstone

Dwellworks

B2B Services
Edgewater Edgetech Consulting transaction tombstone

Edgewater Edgetech Consulting

B2B Services
Enchanted Forest Water Safari transaction tombstone

Adirondack water park property

EPR Properties

Enchanted Forest Water Safari

Consumer
Fpm transaction tombstone

Fpm

Specialty Manufacturing
Furnace Parts transaction tombstone

Furnace Parts

Specialty Manufacturing
Gasko transaction tombstone

Gasko

Specialty Manufacturing
Gca Services Group transaction tombstone

Gca Services Group

B2B Services
Investment Advisors International transaction tombstone

Investment Advisors International

B2B Services
Khyber Technologies transaction tombstone

Khyber Technologies

Specialty Manufacturing
Kool Seal transaction tombstone

Kool Seal

Construction
Lafarge Pavement Marking transaction tombstone

Lafarge Pavement Marking

Construction
Mace Brand transaction tombstone

Personal protection brand acquired Washington Labs, LLC

Washington Labs, LLC

Mace Brand

Consumer
Maclean Fogg transaction tombstone

Maclean Fogg

Specialty Manufacturing
Maclean Power Systems transaction tombstone

Maclean Power Systems

Specialty Manufacturing
Mamma Italia Gourmet Foods transaction tombstone

Mamma Italia Gourmet Foods

Consumer
Mayfran International transaction tombstone

Mayfran International

Specialty Manufacturing
Midwest Tooling Group transaction tombstone

Midwest Tooling Group

Specialty Manufacturing
Mobile Awareness transaction tombstone

Mobile Awareness

B2B Services
Old Forge Camping Resort transaction tombstone

Old Forge Camping Resort

Consumer
Organichem transaction tombstone

Organichem

Specialty Manufacturing
Patriot Software transaction tombstone

Canton, Ohio SaaS provider of accounting and payroll software for small and mid-sized businesses; financial advisory

Capital Advisory

Patriot Software

B2B Services
Petsense transaction tombstone

Petsense

Consumer
Platform Beer transaction tombstone

Platform Beer

Consumer
Reliable Construction Heaters transaction tombstone

Reliable Construction Heaters

Construction
Republic Alternative Technologies transaction tombstone

Republic Alternative Technologies

Specialty Manufacturing
Research Organics transaction tombstone

Cleveland-based producer of high-purity biochemicals for biopharmaceutical and life science applications, acquired by Sigma Aldrich

Sigma Aldrich

Research Organics

Specialty Manufacturing
Rhopac transaction tombstone

Rhopac

Specialty Manufacturing
Riverview Industrial Wood Products transaction tombstone

One of the largest pallet producers in Ohio; valuation and financial advisory

Strategic Advisory

Riverview Industrial Wood Products

Specialty Manufacturing
Shiloh transaction tombstone

Shiloh

Specialty Manufacturing
Sibling Revelry Brewing transaction tombstone

Westlake, Ohio craft brewery and tap room; valuation and financial advisory

Strategic Advisory

Sibling Revelry Brewing

Consumer
Skin Klinic transaction tombstone

Skin Klinic

Consumer
Sorbent Technologies transaction tombstone

Sorbent Technologies

Specialty Manufacturing
Station Check transaction tombstone

EMS station readiness platform

ESO

Station Check

B2B Services
Swiss-Tech LLC transaction tombstone

Precision manufacturing

Cornerstone Industrial Group

Swiss-Tech LLC

Specialty Manufacturing
Terrawise transaction tombstone

Terrawise

Construction
Therex transaction tombstone

Therex

Specialty Manufacturing
Thermedx transaction tombstone

Thermedx

B2B Services
Trust Technologies transaction tombstone

A Kilroy company, industrial technology

Trust Technologies

Specialty Manufacturing
Vigilant transaction tombstone

Vigilant

B2B Services
Wahl Refractory Solutions transaction tombstone

Refractory products and services

Cornerstone Industrial Group

Wahl Refractory Solutions

Specialty Manufacturing
Water Safari Resort (IAM) transaction tombstone

Adirondack vacation destination acquired by Innovative Attraction Management

Innovative Attraction Management

Water Safari Resort (IAM)

Consumer
Water's Edge Inn transaction tombstone

Adirondack inn acquired by EPR Properties

EPR Properties

Water's Edge Inn

Consumer
Wendy's Franchisees transaction tombstone

Sale of 28 Wendy's franchise locations to an undisclosed buyer

Undisclosed buyer

Wendy's Franchisees

Consumer
Western Reserve Water Systems transaction tombstone

Water treatment systems

Hall's Culligan

Western Reserve Water Systems

Specialty Manufacturing
Whole Health transaction tombstone

Healthcare services platform

Equity financing

Whole Health

B2B Services
Wisewear transaction tombstone

Smart wearable technology

Equity financing

Wisewear

Consumer
Within3 transaction tombstone

Software platform for life sciences industry

Equity financing

Within3

B2B Services
Zerys transaction tombstone

Content marketing technology platform

Equity financing

Zerys

B2B Services
Penco Tool, Inc. transaction tombstone
Cornerstone Industrial Group, LLC

Penco Tool, Inc.

Specialty Manufacturing
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the next success story.

These transactions represent a fraction of our completed work. Contact us to discuss your business confidentially.

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