Investment Banking Transaction History

Our deals speak for themselves.

In the past few years, our award-winning deals have been recognized within the industry. Take a closer look at the breadth and depth of our experience by viewing details by industry, sector or transaction type.

July 2025 Faircloth Skimmer portfolio company of Aiglon Capital Management acquired by StormTrap portfolio company of PSP Partners

July 2025

About Faircloth Skimmer

Faircloth Skimmer is a leading designer and manufacturer of custom surface water drains for stormwater and sediment basins headquartered in Hillsborough, NC and servicing customers across the U.S.
May 2025 Beneficial Reuse Management portfolio company of Skyline Global Partners acquired by Clairvest

May 2025

About Beneficial Reuse Management

Beneficial Reuse Management (“BRM”) is a national leader in sustainable waste solutions, dedicated to transforming industrial by-products into valuable resources.
March 2025 Atlas SSI portfolio company of XPV Water Partners acquired by Goldman Sachs Alternatives

March 2025

About Atlas-SSI

Atlas-SSI, Inc. is North America’s leading full-service provider of water management solutions that protect mission-critical assets and water ecosystems.
March 2025 Diversified Maintenance Systems portfolio company of partners group CIFC acquired by Allied Universal portfolio company of Warburg Pincus

March 2025

About Diversified Maintenance Systems

Diversified Maintenance Systems ("DMS" or the "Company") is a premiere provider of janitorial and facilities management solutions, serving more than 500 customers across 13,000+ locations nationwide.
February 2025 Nuflow subsidiary of Aquam acquired by Trelleborg

February 2025

About NuFlow Technologies

NuFlow Technologies is a leading provider of specialist liners, resins and equipment for small-diameter pipe repair.
January 2025 CROM portfolio company of sciens water acquired by Frontenac Sellside Advisor

January 2025

About CROM

CROM is a water infrastructure solutions provider focused on the innovation, design, construction, restoration, and maintenance of the nation’s water and wastewater facilities.
January 2025 Castik Capital acquired WATR portfolio company of Borromin

January 2025

About WATR Group

WATR Group, a market leader in  groundwater management and (ground-)water purification, has developed to a leading water management specialist in Germany and the Netherlands.
October 2024 W Services Group acquired by Bessemer Investors Supported by debt financing arranged by Raymond James

October 2024

About Bessemer Investors

Founded in 2009 and headquartered in Hauppauge, NY, W Services provides cleaning, site refresh and remodel, and emergency response services to multi-site customers across North America.
September 2024 Casella $517,500,000 Follow-On Offering Lead Bookrunning Manager

September 2024

About Casella Waste Systems

Casella Waste Systems, Inc. provides resource management expertise and services to residential, commercial, municipal, institutional and industrial customers, primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services in the eastern United States.
September 2024 UL Solutions Follow-On Offering Co-Manager $980,000,000

September 2024

About UL Solutions

UL Solutions,founded in 1849, is the largest Testing, Inspection & Compliance service provider in North America. The Company offers independent third-party TIC services, along with related software and advisory offerings.
September 2024 Shenandoah portfolio company of KLH Capital acquired by GenNx360

September 2024

About Shenandoah Industrial Solutions

Shenandoah Industrial Solutions is a Florida-based provider of underground infrastructure services. Shenandoah’s primary capabilities include sanitary and stormwater pipe cleaning, inspection and pipe rehabilitation services.
July 2024 SePRO portfolio company of Excellere Partners acquired by Stanley Capital

July 2024

About SePRO

Founded in 1994 and headquartered in Carmel, Indiana, SePRO Corporation is a leader in developing sustainable solutions that protect, preserve, and restore nature. Specializing in specialty environmental products and services, SePRO serves a diverse range of industries.