Direct Investing (M&A)

  • Represented Charlesbank Capital Partners in its investment in Solve Advisors, a SAAS-based database tool for financial services companies, as well as in its investment in Healthcare Fraud Shield, a provider of Fraud, Waste and Abuse (FWA) detection software to healthcare payers, and in its acquisition of ImageQuix Holdings, LLC, a portfolio company of ASG Group which is owned by Alpine Investors
  • Represented Lido Advisors LLC, a wealth-management firm and Charlesbank Capital Partners portfolio company, in its partnership with Colorado Financial Management (CFM)
  • Represented Berenson Capital in its acquisition of Interactive Digital Solutions, a video collaboration and telehealth solutions provider
  • Represented H.I.G. Capital in its investment in Construction Forms, Inc. (Con Forms), a leading manufacturer of piping systems and accessories for concrete, mining, power generation, and other industrial applications
  • Represented Artemis in multiple transactions, including its acquisition of Tekscan, Inc., a manufacturer of flexible, ultra-thin sensors and systems; its acquisition of R. M. Lucas Co., a manufacturer of coatings and mastics; and its acquisition of McDanel Advanced Ceramic Technologies LLC, a manufacturer of high quality industrial and advanced technical ceramics
  • Represented DW Healthcare Partners in multiple transactions, including its acquisition of ownership interests in Cefaly Technology SPRL and Cefaly US Inc., a medical device company; its acquisition of a controlling stake in Aequor Healthcare Services, a New Jersey-based healthcare and IT staffing company; and its investment in Med-Pharmex, Inc, a California-based pharmaceutical research, formulation, and manufacturing company in the animal health industry
  • Represented MPE in multiple transactions, including the acquisition of Tide Tamer, a manufacturer and distributor of a full line of aluminum watercraft lifts, docks, and related waterfront accessories; the majority recapitalization of Inkcups, a global leader in the specialty printing industry; the recapitalization of Trachte, a seller and constructor of pre-assembled, modular steel buildings for storage and other industrial purposes; the subsequent complex sale of Trachte to a private fund associated with Palladium Equity Partners, LLC.; the recapitalization of Voeller Mixers, Inc., a manufacturer of batch plants and mixing equipment for concrete, glass, and related industries; and the acquisition of United Pipe & Steel Corp., a distributor of commodity pipe products
  • Represented Joink LLC, a DIF CIF II portfolio company owned by DIF Capital Partners, in its acquisition of Computer Techniques Inc.
  • Represented Monomoy Capital Partners in multiple transactions, including its platform acquisitions of Japs-Olson Company, a commercial printing and distribution company, Cast-Crete Holdings, LLC, a building products company, and May Manufacturing, LLC, d/b/a Artesian Spas, a manufacturer of hot tubs, swim spas, and related products, as well as add-on acquisitions such as Marquis Hot Tubs LLC and Nordic Hot Tubs, two additional manufacturers in the hot tub space