representative merger and acquisition transactions

Repr esentati ve M erger and Acquisiti on Transacti ons

Year Client Transaction Industry

2022 Ambac Financial Group, Inc. Acquisition of insurance companies Business Services -

Infrastructure, Operations and

Maintenance

Argano Holdings, LLC Acquisition of CSS International, Inc. Business Services - Technology

Consulting

Catalytic, Inc. Acquisition of company by PagerDuty,

Inc.

Business Services - Technology

Consulting

Chicago Pacific Founders Acquisition of Magruder Eye Institute

and Lakeside Surgery Center

Healthcare - Diagnostic and

Imaging

DFP Acquisition Corp. Acquisition of Versatile Systems, Inc. Industrial Services

Element 78 Partners, LLC Add-on acquisition of Cadilus Inc. Finance - Fund Management

Element 78 Partners, LLC Add-on acquisition of CFO Suite, LLC Finance - Fund Management

Full Spectrum Group, LLC Purchase of the assets of Sequence,

Inc.


Consulting

IMS Consulting and Expert

Services, LLC

Acquisition of HTK, LLC Retail

Infinity Home Services Holdco,

Inc.

Add-on acquisition of High Point

Roofing LLC

Real Estate

PSP Capital Partners, LLC Acquisition and financing of Ntiva, Inc. Technology - IT Services and

Consulting

PSP Capital Partners, LLC Merger and acquisition of StormTrap

Holdings, LLC

Industrial Services

Sun-Times Investment Sale to Chicago Public Media Publishing

Representative Merger and Acquisition Transactions


2021 Agave Loco Sale of company to E. & J. Gallo

Winery

Wine Distribution

America's Auto Auction, Inc. Sale of America's Auto Auction, Inc.

and Auction Credit Enterprises, LLC

Retail

Applied Aerodynamics Sale of assets Transportation Manufacturing

BBH Capital Partners VI Minority investment in Vane Bunkering Transportation and Shipping

Logistics

Convergint Technologies Acquisition of Malakyan Holding B.V. IT Services and Consulting

Crane 1 Services Sale of company Industrial Services

Crane 1 Services Acquisition of Overhead Material

Handling

Industrial Services

Element 78 Partners, LLC Recapitalization Technology - IT Services and

Consulting

Expert Holdings Acquisition of Litigation Insights Trial Support Services

Highlander Partners Sale of Bettera Food Manufacturing

Highlander Partners Acquisition of RMS Beauty Beauty and Personal Care

Products

Hu Master Holdings Merger with Mondelez Global Food Manufacturing

Investigative Holdings, LLC Acquisition of Prime Source

Investigations, LLC


Consulting

Investigative Holdings, LLC Acquisition of the assets of Woodall &

Broome, Inc.


Consulting

InterFlex Holdings Sale of company to Toppan Label and Packaging

Manufacturing

Management of Patriot Growth

Insurance Services

Recapitalization of company Automobile Insurance

MAPF Holdings Acquisition of Nature's Logic Pet Food Distribution


2021 North Branch Capital Acquisition of securities of Summit

Hydraulics

Automotive Aftermarket

Products

Onward Capital Platform acquisition of Century Drill &

Tool

Distribution - Hardware

(wholesale)

PulseTech Products Sale of Zamp Solar Electronics Manufacturing

RS Acquisition Acquisition of Alpha Omega Disaster

Restoration

Water/Fire Damage Restoration

SAGE Veterinary Centers Acquisition of the Practice of Animal

Dental Clinic, Inc.

Veterinary Practice

Management

SAGE Veterinary Centers Acquisition of Advanced Veterinary

Specialists

Veterinary Practice

Management

SAGE Veterinary Centers Acquisition of Poodles, Killing Kevin,

Patrick & Friends and AIMSS-SFVS

Veterinary Practice

Management

Shorehill Capital Acquisition of Flexpak Specialty Manufacturing

Tempel Steel Sale of company to Worthington

Industries

Manufacturing - Aluminum

Sheet

Three Oaks Hospice Acquisition of Amazing Grace Hospice Hospice Care

Three Oaks Hospice Acquisition of Global Hospice Care Hospice Care

Three Oaks Hospice Acquisition of Hospice Care Team Hospice Care

Titan Security Group Sale of company Business

Infrastructure/Operations

Services

Trinity Hunt Management Acquisition of Exclusive Concepts Telecommunications

Vertical Trail Sale of company Technology Consulting

West Monroe Partners Acquisition of Verys Software


2020 Archimed Acquisition of Ad-Tech Medical

Instrument Corporation

Medical Instrument

Manufacturing

Aurify Brands Acquisition of Maison Kayser Restaurant Management

BBH Capital Partners

Opportunities Fund

Investment in Chime Solutions Telecommunications

BBH Capital Partners V Investment and recapitalization of

Sunstar Insurance Group

Fund Management

Bettera Holdings Acquisition of Hilo Nutrition Health/Fitness Supplement

Distribution

Bettera Holdings Acquisition of Nutravail Food Manufacturing

Bindley Capital Investors Acquisition of DentalWorks USA Dental Claims Management

Convergint Technologies Acquisition of Smith Southern

Equipment

IT Services and Consulting

DFP Acquisition Acquisition of Fall Protection Systems

Incorporated, Fall Protection Systems

Corporation, FPS Investments and

Metro Contract Services

Specialty Manufacturing

Digital Integration Services Acquisition of interRel Consulting

Partners

IT Integration and

Implementation

E.B. Bradley Add-on acquisition of a specialty

manufacturer


Fitness Cubed (Cubii) Sale to Gridiron Capiral Fitness Equipment

Forensic Engineering Services Acquisition of equity interests of

Scientific Analysis

Telecommunications

Forensic Engineering Services Acquisition of Vanderpol & Associates Forensic Engineering

Full Spectrum Acquisition Acquisition of assets from Pion's third-

party field service business


Great Star Tools USA Acquisition of Shop-Vac Wet/Dry Vacuum Manufacturing

Highlander Partners Sale of Kernel Season's Food Manufacturing


2020 Highlander Partners Acquisition of Pratesi Luxury Linens

Hilltop Opportunity Partners Acquisition of Moser Energy Systems Generator and Power Solution

Distribution

Keeco Issuance of preferred equity to new

investor

Industrial Textile Product

Manufacturing

Larry H. Miller Management

Corporation

Sale of majority interest in the Utah

Jazz and related sports/entertainment

properties

Sports and Entertainment

Lumere Sale of company Health Information Distribution

MAPF Holdings Sale of Mid America Pet Food

Company

Pet Food Distribution

National Partners in Health

Care

Acquisition of Valley Anesthesiology

Consultants

Anesthesiology

Netrix Sale of company IT Services and Consulting

Original Footwear Stock purchase of Capps Shoe

Company

Retail Footwear

RS Holdings Acquisition of Dayspring Restoration Restoration and Mitigation

Services

SAGE Veterinary Centers Acquisition of Central Texas Veterinary

Specialty Hospital

Veterinary Practice

Management

Select Rehabilitation Acquisition of RehabCare Group Physical Therapy

Southlake Equity Group Purchase of interests in Karavan

Trailers

Transportation Manufacturing

Texas Home Insulation

Company

Sale of company Home Insulating

Three Oaks Hospice Acquisition of Godly Hospice and

Palliative Care

Hospice Care

Three Oaks Hospice Acquisition of membership interests of

Alliance Hospice

Hospice Care


2020 Three Oaks Hospice Acquisition of equity of Hospice

Partners of Kansas

Hospice Care

Three Oaks Hospice Acquisition of membership interests of

Hospice del Norte

Hospice Care

Three Oaks Hospice Acquisition of Tejas Quality Home

Health Care

Outpatient Services

Transitions Hospice Sale of Transitions Intermediate

Holdings

Hospice Care

Trinity Hunt Management Acquisition of membership interests of

Juris Medicus

Health Insurance Consulting

Trinity Hunt Partners V Leveraged acquisition of Keste System Integration Services

Trinity Hunt Partners V Leveraged acquisition of Rural Urgent

Care and VirtualCare

Urgent and Primary Health Care

Utopia Global Stock sale Software

Viking Cloud Sale of investment in Sysnet Cybersecurity

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2019 Alium Capital Partners Acquisition of N.J. Sullivan Custom Fabrication

Apergy Acquisition of downhole sensor

assembler


Argenta Partners Sale of securities of HK Systems Transplant Software

Ashworth College Sale of Professional Career

Development Institute

For-profit Higher Education

Management Team of

AssuredPartners Capital

Sale of company Health Insurance Consulting

Blue River Partners Sale of Blue River PetCare Veterinary Practice

Management

Brand Agnostic Services Asset purchase of BevStrat Beverage Distribution

Browz Sale of company via merger Software Technology


2019 Cancer Treatment Centers of

America

Acquisition of Magellan Holdco Real Estate Development

David M. Lewis Company Sale of company Financial Consulting

Deposition Solutions Sale of company Business Services

DFP Acquisition Acquisition of Peak Fall Protection Specialty Manufacturing

Domaille Engineering Add-on acquisition of Stanley

Engineering

Specialty Technology

Manufacturing

Doublewide Partners I Asset sale Software

Drum Capital Management Acquisition of a door and window

company

Specialty Construction

Energy Technology Company Acquisition of downhole sensor

assembler


Entrepreneurial Partner Sale of health care diagnostic and

imaging company

Health Care Diagnostics

Expert Holdings Acquisition of Focal Point Technology Consulting

HEPACO Add-on acquisition of PetroChem

Recovery Services

Environmental Services

Highlander Partners Sale of Lund International Holding to

Truck Hero

After-Market Automotive

Products

Highlander Partners Purchase of Evans Food Group Snack Food Manufacturing

Highlander Partners Sale of Highlander Partners Ink Label and Packaging

Manufacturing

Improving Holdco Add-on acquisition of Innovative

Architects

IT Services and Consulting

Improving Partners Add-on acquisition to portfolio

company

Technology Consulting

Investigative Holdings Acquisition of Probe Information

Services

Investigative Services


2019 Keeco Acquisition of North American assets of

Springs Global US

Consumer/Home Products

Distribution

North Branch Capital Acquisition of Diversified Fall

Protection

Industrial Services

Power Grid Holdings Acquisition of Royal Switchgear

Manufacturing

Construction Specialty Product

Manufacturing

Prime Clerk Acquisition of Heffler Claims Group

and HF Media

Internet Services

Private Equity Fund Acquisition of a construction products

distributor

Construction Products

PSP Partners Acquisition and financing of 3q Digital IT Services

SAGE Veterinary Centers Acquisition of Central Washington

Veterinary Emergency

Veterinary Services

SAGE Veterinary Centers Add-on acquisition of Adobe Veterinary

Centers

Veterinary Services

Shorehill Capital Acquisition of Functional Devices Electrical Component

Manufacturing

Shorehill Capital Acquisition of Triad Technologies Air Compressor/Pump

Distribution

Sterling Partners Acquisition of Reading Plus For-profit K–12 Education

Trinity Hunt Management Acquisition of Wexco International Industrial Services

Trinity Hunt Management Acquisition of Dataprise IT Services Consulting

TriSpan Acquisition of sk:n Skincare

Waste Management Company Acquisition of landfill project Waste Management

West Monroe Partners Sale of managed services business Infrastructure, Operations and

Maintenance


2018 CDC DPM Holding Sale of company Health Care Outpatient

Services

CoCreativ Acquisition of Invodo Digital Content Production

Deposition Solutions Acquisition of Arc Media Storage

ExploreUSA RV Supercenters Sale of company RV Retail

Frontenac Company Acquisition of Motion & Control

Enterprises

Industrial Pump and Power

Transmission Distribution

G.A.H.H. Sale of company to River Associates Aftermarket Automotive

Products

Glen Echo Capital Acquisition of Komline-Sanderson

Engineering


GNAP Sale of company Abrasive Materials Distribution

Highlander Partners Acquisition of the air care, scent and

fragrance business of Kraco

Enterprises, Auto Expressions and

other related companies in a

foreclosure sale

Consumer Products

Manufacturing

Highlander Partners Acquisition of Kernel Season's Food Manufacturing

Highlander Partners Acquisition of Iconic IP Interests Intellectual Property

Highlander Partners Acquisition of Queen City Candy Food Manufacturing

Highlander Partners Acquisition of SFERRA Fine Linens Luxury Linens

Highlander Partners Sale of Versatex Specialty Construction Product

Manufacturing

Highlander Partners Sale of Ascend Custom Extrusions Specialty Manufacturing

Highlander Partners Acquisition of Cambridge Sound

Management by portfolio company

Biamp

Electronics Manufacturing

Hilltop Opportunity Partners Preferred stock investment in Stan's

Heating & Cooling


Maintenance Services


2018 Keeco Acquisition of Ellery Homestyles

Holding Corp.

Home Furnishings

MES Partners Acquisition of Belco Industrial Services Industrial Services

Onward Capital Acquisition of Connecticut Electric Electrical Component

Manufacturing

Onward Capital Acquisition of Fluorescent Supply Wholesale Lighting Hardware

Periscope Equity Acquisition of Integrated Behavioral

Health

Outpatient Services

Periscope Equity Acquisition of Stellar Private Cable

Systems by Senior Metrics

Media Distribution

PulseTech Products

Corporation

Acquisition of assets of SNJ

Enterprises (d/b/a Zamp Solar)

Electronics Manufacturing

Reed-Union Sale of assets to Energizer Holdings Aftermarket Automotive

Products

SAP Holdings Sale of Elta MD Holdings Dermatology Products

Service Experts Acquisition of HVAC and plumbing

assets of Midway Services


Maintenance

Service Experts Sale of assets related to recently

acquired pest control division


Maintenance

Service Experts Acquisition of plumbing assets of

Admiral Plumbing Services


Maintenance

Service Experts Acquisition of plumbing assets of The

Pink Plumber


Maintenance

Service Experts Acquisition of HVAC and plumbing

assets of Killingsworth Komfort Air and

Killingsworth Plumbing


Maintenance

Sheridan Capital Partners Purchase of 80% of equity of

SpendMend

Health Insurance Consulting

Sterling Partners Sale of Sterling Optimer Holdings Apparel Manufacturing


2018 Svoboda Acquisition of Quality Importers

Trading Company

Consumer Products Distribution

Svoboda Sale of SWC Technology IT Solutions

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2017 A.C.T. Lighting Acquisition of RHC Holding Media Distribution

A.C.T. Lighting Acquisition of AC Power Distribution Electrical Components

Manufacturing

Annison Capital

Partners/Answer 1

Purchase of Inland Answering Service Answering Services/Call Center

Bollinger Industries Sale of stock Consumer Goods

Centre Lane Partners Acquisition of Alternative Biomedical

Solutions

Wholesale Hardware

Distribution

China-Based Hand Tools

Manufacturer

Acquisition of US-based manufacturer

of home construction/improvement

products

Manufacturing

Churchill Financial Holdings Sale of Mid-West Wholesale Hardware Wholesale Hardware

Distribution

Cloverleaf Cold Storage Sale of company to/recapitalization by

Blackstone

Cold Storage Warehousing

Focus Products Group

International

Sale of electrics and wine accessories

divisions

Housewares and Smallwares

Distribution

Frontenac Acquisition of stock of Caretek Manufacture, Sale and

Distribution of Apparel and

Decorated/Customized

Products

Frontenac Acquisition of equity of ICSH Holdings Digital Production and Post-

Production Services

Gibsons Restaurant Group Acquisition of The Boathouse Orlando

restaurant

Restaurant


2017 LongueVue Capital Acquisition of Azimuth Technology Firearm Components

Manufacturing

Multistack Asset purchase Filters

Partytime-HDO Productions Sale to Dos Rios Partners Commercial Event/Party Rental

Equipment Structure

Management

Pathway Partners Veterinary

Management (a Morgan Stanley

Private Equity portfolio company)

Purchase of multiple veterinary clinics

from VCA/Mars

Veterinary Practice

Management

Pathway Partners Veterinary

Management (a Morgan Stanley

Private Equity portfolio company)

Acquisition of Eye Care for Animals Veterinary Ophthalmology

Periscope Equity Sale of MicroMass Communications Health Care Communications

Pfingsten Partners Acquisition of Lumenier Holdco Drone Parts and Components

Private Equity Firm Acquisition of a provider of online

photography services

Photography Services

Private Equity Firm Acquisition of a next-generation utility

and service provider

Energy/Natural Gas

Private Equity Firm Investment in a Chicagoland-based

trucking and interstate transportation

company

Trucking and Interstate

Transportation

Private Investment Firm Acquisition of a compactor and baler

renter and servicer

Waste Services

Provider of Pricing, Audit and

Other Cost-Containment

Services With Respect to

Health Care Devices and

Services

Sale of company Health Care Cost Containment

Services

Shore Capital Partners Acquisition of a 22-site group of

veterinary clinics to form Midwest

Veterinary Partners

Veterinary Practice

Management


2017 Sterling Partners Acquisition of Grand Rapids

Ophthalmology

Ophthalmology

Svoboda Sale of Databank Document Digitization and Data

Management

West Monroe Partners Acquisition of CAST Management

Consultants

Business Services Technology

WIS International Sale of company Inventory Management

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2016 ATI Physical Therapy Acquisition of Adient Health Physical Therapy

ATI Physical Therapy Holdings Acquisition of assets of Charleston

Physical Therapy Practice

Physical Therapy

ATI Physical Therapy Holdings Acquisition of IDEAL Physical Therapy

of Texas

Physical Therapy

ATI Physical Therapy Holdings Acquisition of assets of Orthopedic

Surgeons of Wisconsin

Physical Therapy

BASE Equity Partners Acquisition of all of the assets of Jolyn

Clothing Company

Women's Swimwear

Brenntag Acquisition of MC Petro Fuel Distribution

Centre Lane Partners Acquisition of Clickbooth.com Internet Marketing

Focus Products Group

International

Sale of assets relating to kitchen

division

Housewares and Smallwares

Distribution

Fountain Square Industries Acquisition of Ambiente Wine Importing Wholesale Wine Distribution

Frontenac Company Acquisition of Liquid Technologies Beauty and Personal Care

Products

Geneva Glen Capital (GGC) Sale of 100% of GGC's equity interests

in Flow Polymers

Tire/Automotive

GNAP Add-on acquisition of Advanced

Finishing Technologies, High Energy

Finishing Group and Dyer Newco

Distribution of Abrasive

Materials


2016 Lovejoy Sale of company Couplings

Meritas Sale of all of the equity interests of

Arizona Prep Real Estate, LLC; Lake

Mary Real Estate, LLC; and Green

Valley Real Estate, LLC

Education

Monroe Capital Control acquisition of Soft Landing

Interventions

Health Care

Onward Capital Acquisition of Domaille Engineering Specialty Manufacturing;

Government Contracting

Periscope Equity Acquisition of CISCOR Emergency Call Systems

Perseus Books Sale of publishing business Book/Content Publishing

Perseus Books Sale of distribution business Book/Content Distribution

Portfolio General Management

Group

Sale of stock of PGM Holdings Automobile Insurance Products

Sheridan Capital Partners

(majority member of Lone Star

Distribution)

Add-on acquisition of Europa Sports by

Lone Star Distribution

Health/Fitness Supplement

Distribution

Sheridan Capital Partners Acquisition of controlling interest

in Laser Spine Institute

Health Care

Sheridan Capital Partners Sale of Regenicare Therapeutics Health Care

Sterling Capital Partners Acquisition of Platinum Dermatology

Holdings

Dermatology Practice

Management

Sterling Capital Partners Investment in DBi Services Infrastructure Operations and

Maintenance

Strategic Pharma Solutions Add-on acquisition of MicroMass

Communications

Health Care Marketing

West Monroe Partners Acquisition of Invoyent Health Care


2015 BASE Equity Partners Acquisition of a controlling interest in

New York Packaging II

Plastic Bag Manufacturing

Centre Lane Partners Acquisition of Saladworks Restaurant Franchising

Crown Brands Acquisition of Co-Rect Products Barware Supply

Diamond Resorts International Acquisition of the assets of Gold Key

Resorts

Vacation Timeshare

Foundation Partners Group (a

Sterling Partners portfolio

company)

Sale of Foundation Partners Group

through a merger

Funeral Services

Grand Crossing Capital Acquisition of R.J. Dougherty

Associates (Everglades Boats)

Boat Manufacturing

GSO Capital Merger with Dekko Acquisition Parent Electrical Components

Rich Hoffman Sale of M&R Equipment Screen Printing Equipment

Manufacturing

Holding Company Acquisition of physical therapy clinics Health Care

Janitorial Services Franchisor Sale of company Janitorial Services

KabaFusion Holdings Acquisition of Pri-Med Infusion

Services and Private Home Care

Unlimited

Medical Services

Kayne Anderson Mezzanine

Partners (QP)

Sale of Jameson Holding Company Electrical Components

LLFlex Sale of metals division Aluminum Rolling

Logistics Provider (US counsel

to Canadian target)

Sale of company Supply-Chain Logistics

Marathon Pharmaceuticals Sale of assets to Valeant

Pharmaceuticals International

Pharmaceuticals

North Branch Capital Acquisition of Circuit Check Electronics

OFS SBIC I LP Purchase and finance of Mirage

Trailers Holdings

Manufacturing


2015 Ohio Transmission

Corporation

Sale of Ohio Transmission Corporation Air Compressor and Pump

Distribution

Port City Group Sale of Port City Group Automotive/Die Casting

Prairie Capital Sale of equity interests in Messenger Death Care/Funeral Industry

Prairie Capital Purchase of all the outstanding stock of

Premier Dealer Services

After-Market Car Products

Preferred Media Sale of company Media Storage

Private Equity Firm Sale of a leading vitamin

manufacturer/distributor

Supplement Manufacturing

Shareholders of Munch's

Supply

Sale of Munch's Supply HVAC Distribution

Shemin Nurseries Sale of company to John Deere

Landscapes

Nursery and Landscape

Product Supply

Sheridan Legacy Group Purchase of Lone Star Distribution Health/Fitness Supplement

Distribution

Southern Veterinary Partners

(a Shore Capital Partners

portfolio company)

Acquisition of veterinary practices Veterinary Practice

Management

Sterling Partners Acquisition of eBay Enterprise by a

Sterling Partners-led consortium

Online Shopping Company

Svoboda Capital and Dot

Foods

Acquisition of Grabber Construction

Products

Construction Products and

Distribution

Technology Consulting Firm Sale of company via merger Consulting

representative merger and acquisition transactions

Documents