I represent a select group of strategic buyers, family offices, and private equity firms pursuing both platform and add-on acquisitions. We guide business owners through a highly controlled and confidential sale process; enabling ownership transition to occur discreetly, without the risks of broad market exposure. Industry and business include:
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- Automotive: Fleet & Automotive Services, Auto Recycling, Aftermarket Parts, Truck Equipment, Towing.
- Consumer: Retail, eCommerce, Food Processing & Distribution, Health & Beauty, Consumables, Snack Foods, Packaging & Kitting.
- Industrial: Rigging, Millwright & Crane Services, Light Manufacturing, Metal Fabrication & Machining, Safety & Training, Industrial Cleaning, Component Distribution, Industrial Disposables.
- Construction: MEP-HVAC, Specialty Contractors, Architecture.
- Services: Consultative Services, Insurance Brokerage, Industrial Design.
Having sat on both sides of the transaction table, I bring the experience and insight necessary to bring both parties together delivering results exceeding expectations. Decades of hands-on operating and financial management experience provide a practical approach to understanding value before, during, and after a transaction.
Oath of Conduct
“I will never compromise your company’s reputation and its spirit of doing business. I conduct myself with absolute transparency, confidentiality, and integrity; dedicated in every aspect of my relationship with the company and its owners.” – Dan Sokol