| Software and SaaS | Software company/communications technology | Public software company | Acquired & integrated security & firewall technology into consumer firewall software solution | Advised buyer |
| Software and SaaS | Healthcare software company | PE-backed software company | Acquired & integrated company | Represented seller |
| Software and SaaS | Healthcare software company | Public software company | Acquired company | Represented seller |
| Software and SaaS | Software company/development tools | Public software company | Acquired a Turkish software development toolkit company. | Advised buyer |
| Software and SaaS | Software company/hospitality industry | Private investor | Acquired telecom tracking & billing software that charges hotel guests & hospital patients for phone usage | Represented seller |
| Software and SaaS | Software license management technology | Public software company | Acquired an Israeli software license management company and integrated their technology into a virtualization strategy for a major software company. | Advised buyer |
| Software and SaaS | Software/web services | Public software company | Acquired a 3D visualization company and integrated it into an online mapping service. | Advised buyer |
| Software and SaaS | Software/web services | Public software company | Acquired a UK-based online map service and integrated it into a global online maps service. | Advised buyer |
| Software and SaaS | Ecommerce/web development company | Private buyer | Acquired ecommerce web development company. | Represented seller |
| IT Services | IT managed service provider (MSP) | Strategic buyer backed by private equity | Acquired to expand regional footprint and gain access to new vertical markets | Advised seller for several years on growth strategy & value enhancement, then led M&A sell-side process |
| IT Services | IT service provider & reseller | Private equity group | PE firm acquired company as part of their plan to build a nationwide IT solution provider | Advised seller’s team, conducted buyer search |
| IT Services | IT managed services | East Coast MSP | Regional MSP acquired another MSP to accelerate growth | Represented buyer |
| IT Services | IT managed services | South Central MSP | Regional MSP acquired 4 local MSPs to increase its geographic coverage | Advised and represented buyer |
| IT Services | IT managed services | Management buyout | Majority partner achieved exit strategy, sold to minority partners | Advised seller and partners |
| IT Services | IT services/project management | International IT services firm | Acquired company to increase their project management expertise | Represented seller |
| IT Services | Public IT services/staffing company | Leveraged buy-out with outside investor capital | Divestiture of one division from the public company | Represented seller |
| IT Services | IT services/staffing companies | Public IT services company | Acquired 5 IT staffing companies | Represented buyer |
| IT Services | IT systems integration company | Venture capital-backed rollup | Acquired one division from systems integrator | Represented seller |
| IT Services | IT systems integration company | Privately held software company | Acquired one division from systems integrator | Represented seller |
| Cloud Services | Cloud consulting company focused on Microsoft stack | Public cloud software company | Acquired & integrated | Advised buyer |
| Cloud Services | Cloud/SaaS company | Cloud hosting company | Acquired & integrated email spam blocking & virus protection into a SaaS email product | Advised buyer |
| Cloud Services | Cloud data center management technology company | Cloud hosting company | Acquired two major cloud services data centers for a large cloud services company. | Advised buyer |
| Cloud Services | Cloud/SaaS company | Cloud hosting company | Acquired & integrated application virtualization technology from an Israeli company into a cloud services offering | Advised buyer |
| Cloud Services | Cloud/web services company | Cloud hosting company | Acquired & integrated Belarus company with server management dashboard technology for remote hosting of servers | Advised buyer |
| Cloud Services | Datacenter management technology | Cloud hosting company | Acquired a Canadian data center management software company and incorporated the technology into a cloud services offering. | Advised buyer |
| Cloud Services | Mobile phone/web services | Mobile phone company | Acquired a Portugal-based cell phone data backup and support services company. | Advised buyer |
| Cloud Services | Web services | Cloud hosting company | Acquired online services conglomerate. Integrated one of the acquired services into buyer's online service offering, carved out the remaining services and divested them. | Advised buyer |
| Cloud Services | Parallel processing technology company | Cloud hosting company | Acquired software parallel-processing technology and integrated it into a cloud services offering. | Advised buyer |
| Healthcare | Regional Medical Center | Major Health System | Affiliation between a secular non-profit medical center and a Catholic health system. Involved a level 2 trauma center. | Advised Buyer |
| Healthcare | Cancer Institute | Regional Medical Center | A complex deal involving an acquisition, a joint venture, an asset deal, and a professional services agreement. | Advised Buyer |
| Healthcare | OBGYN Clinic | Regional Medical Center | Acquisition of a small two-doctor practice. | Advised Buyer |
| Healthcare | Cardiology Institute | Regional Medical Center | A regional cardiology center joined forces with a regional medical center to expand services and better integrate care. | Advised Buyer |
| Healthcare | Urology Clinic | Regional Medical Center | Acquisition of a small two-doctor practice | Advised Buyer |
| Healthcare | Gastrointestinal Clinic | Regional Medical Center | Acquisition of a small two-doctor practice | Advised Buyer |
| Healthcare | Lab Results Printing service | Healthcare EDI Company | A public software company acquired a privately held healthcare services business including about 100 employees. | Advised Buyer |
| Healthcare | Electronic Medical Records technology | Public software company | In an asset deal, a major software company acquired the custom medical records system developed by a major health center. | Advised Buyer |
| Engineering/Environmental | Environmental service company | Joint venture | Company acquired by two industry players as a joint venture | Value enhancement, represented seller
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| Engineering/Environmental | Environmental service company | Privately held environmental service company | Company acquired & integrated into buyer's offerings | Advised Buyer |
| Other | Construction/site development company | Private buyer | Acquisition | Represented seller |
| Other | Construction/custom millwork company | Investment partnership | Acquisition | Represented seller |
| Other | Distribution/retail | Large wholesaler & private equity firm | Sold wholesale division to largest wholesaler in the industry; sold retail division to large PE firm | Represented seller |
| Other | Manufacturing | Large manufacturer | Acquired family-owned business | Represented seller |
| Other | Manufacturing/distribution company | Internal buyout | Company was owned by 2 families for 30+ years. One family bought out the other family. | Represented seller |
| Other | Publishing | Investment partnership | Acquired educational publishing company | Represented seller |
| Other | Mobile/digital advertising | Public technology company | Acquired a European mobile advertising network and integrated it into a major digital advertising network. | Advised buyer |
| Other | Staffing | Strategic buyer (staffing company) | Regional staffing company acquired local staffing company | Represented seller |
