Proven success in closing transactions

Acted as an exclusive financial adviser to Overnight Labels where a Premium Label & Packaging Solutions was created and the investment in Overnight Labels, Inc. Dunes Point Capital, LP has created Premium Label & Packaging, a group holding company for specialty label and packaging companies.

Acted as exclusive financial advisor to this provider of souvenir photography services. Freeze Frame provides its high quality services at a number of nationally-known attractions, including observation decks, zoos, amusement parks and presidential libraries. The company was sold to Picsolve International LTD, a portfolio company of Eight Roads Ventures.

Acted as exclusive financial advisor to this innovative developer of compliance communications content that enables corporate compliance officer to deliver short, engaging and relevant training and other strategic tools to educate and reinforce staff awareness of business risks. The organization was acquired by Steele Compliance Solutions, a portfolio company of Bregal Sagemount, a growth-focused private capital firm.

Acted as the exclusive financial advisor to the fourth largest corporate ground transportation provider in the United States on a recapitalization and then on its sale to Addison Lee, a portfolio company of The Carlyle Group

Acted as advisor to this construction industry consulting firm focusing on surety claims, CPM scheduling, claims analysis and litigation support in its sale to J.S. Held, LLC

Acted as the exclusive financial advisor to this information technology (IT) Consulting/Staffing firm in its sale to Mitchell Martin, Inc.

Recruited an experienced CFO for the fourth largest corporate ground transportation provider in the United States

Served as exclusive advisor to this provider of portfolio and risk management software solutions to the investment management industry in its sale to StatPro Group plc, a global provider of portfolio analytics solutions

Acted as the exclusive financial advisor to this interactive education and employment recruitment company on the refinancing of its senior debt with Gerber Finance

Acted as exclusive financial advisor to this 90-year-old family-owned water treatment service provider in its acquisition of National Mechanical Services Inc., an industry-leading mechanical contractor and in raising the capital to complete the project

Acted as consultant and financial advisor to this classroom technology and professional development services provider in arranging a $15 million revolving credit and mortgage financing through People’s United Business Capital

Served as exclusive advisor to this 80-year-old printer and mailer serving the direct mail marketing business in its acquisition of Mailmen, Inc., a direct marketing company

Acted as the exclusive financial advisor to this interior solutions and furniture business on the review of alternatives, business valuation, and the sale of its lab furniture division

Acted as exclusive financial advisor to this designer, engineer, manufacturer and installer of retail store fixtures in its sale to LongueVue Capital

Served as exclusive financial advisor to this specialty marketing agency focusing on investment and wealth management brands in its sale to Addison Design Company Inc.

Recruited an experienced CFO for this interior solutions and furniture business

Acted as exclusive financial advisor to this transit technology company in its acquisition of Grey Hawk Technologies, Inc., which designs and develops variable route mobile technology applications

Acted as exclusive financial advisor to this financial services consulting boutique in its sale to Rothstein Kass and Company, a premier professional services firm

Recruited a new Chief Financial Officer for this master distributor of plumbing and industrial products

Acted as exclusive financial advisor to this provider of fund administration services in arranging and structuring new financing provided by City National Bank

Acted as exclusive financial advisor to this leader in turbine control upgrades for power generation application in its sale to Emerson Process Management’s Power and Water Solutions division

Acted as court-appointed financial advisor and managed the 363 sale of the debtor’s assets to an affiliate of Vomela Specialty Company

Acted as exclusive financial advisor to this provider of outsourced services in the sale of its Geller Investment Partnership Services division to SS&C Technologies

Reviewed strategic alternatives and assisted in incentive compensation planning designed to recognize the contribution and loyalty of key employees of this service provider to the production, broadcast and new media industries

Recruited a new COO and CFO, and created a management equity incentive plan for key employees at this global architectural design and engineering company

Acted as the exclusive financial advisor to this global architectural design and engineering company on its acquisition of Black Cow Architects, an architecture and interiors firm, as well as its acquisition EE Linden Associates, a mechanical and engineering business

Acted as exclusive advisor to this wealth management firm for ultra high net worth families in its acquisition of a wealth management firm in Denver, Colorado

Acted as exclusive financial advisor to this supplier of rental bar code scanning equipment and inventory management systems in its sale to TopSpin Partners, a private equity firm

Acted as the exclusive financial advisor to this global architectural design and engineering company on the arranging and structuring of its senior credit facilities

Acted as exclusive financial advisor to this business process outsourcing firm in its acquisition of Lytmos Group, Inc., a grant administration business

Acted as exclusive financial advisor to this corporate ethics training and communication company in its sale to EduNeering Holdings, Inc., a subsidiary of Kaplan, Inc.

Acted as exclusive financial advisor to this provider of Internet solutions for food ordering and catering to SeamlessWeb Professional Solutions, Inc., a subsidiary of Aramark Corporation

Acted as exclusive financial advisor to this provider of competency data in its sale to Salary.com, a provider of on-demand compensation management solutions

Acted as exclusive financial advisor to this privately held third-party logistics provider of freight forwarding services in its sale to Target Logistics, Inc.