Strategic Transactions

Mergers & Acquisitions

Your business has grown and now you are ready to take the next step.

We work with established mid-sized businesses who are ready to grow through acquisition or prepare for an exit.

Planning is essential for your business, especially when you’re considering a strategic transaction.  When you are ready to sell, buy, or merge your business we are here to assist, from start to finish.


We have helped clients successfully manage their businesses through many types of transactions, including:

  • Equity Rollovers
  • Mergers
  • Stock and Asset Acquisitions
  • Sales and Divestitures
  • Private Equity
  • Leveraged Buyouts
  • Joint Ventures
  • Strategic Alliances
  • Roll-ups
  • Spinoffs
  • Earnouts

Recent Client Successes

  • Represented auto repair company in stock sale to acquirer
  • Represented real estate investment company in sale of commercial building to acquirer
  • Represented acquirer in reverse triangular merger
  • Represented real estate investor in purchase of commercial auto parts store
  • Represented real estate investor in purchase and subsequent sale of undeveloped commercially zoned property
  • Represented construction company in sale to international public company
  • Represented SAAS company for acquisition of competitor
  • Represented joint venture party in creation of JV to build a software enterprise
  • Represented medical billing company in sale to private equity acquirer
  • Franchise sales and transfers