Our primary goals as an organization are achieved through adhering to our core values of vision, empathy, sustainability and tenacious teamwork in pursuit of our clients’ interests.
Recapitalization of Virginia Green
Exclusive Financial Advisor
Formed a Partnership with LightBay Capital and Freeman Spogli & Co.
Recapitalized by Cortec Group
Acquired by Cortec Group
Significant Minority Investment in Wrench Group
Acquisition of Dilling Heating and Cooling
Acquired by Apex Service Partners, a portfolio company of Alpine Investors
Acquisition Financing of RotoCo, Inc