Additional Transactions by Service
Represented these agencies during the sale process:
$3M revenue wholesale agency, Ohio
$2.5M revenue retail agency, California
$1.7M revenue retail agency, Ohio
$400K revenue wholesale agency, California
$250K revenue agency, Texas
$2.3M Retail Agency in North Central Kentucky
$700,000 Retail Agency in SE Ohio
$650,000 Retail Agency in Central Ohio
$550,000 Retail Agency in Central Ohio
$2.5M Retail Agency in NE Ohio
$1.1M Retail Agency in NE Ohio
$350,000 Retail Agency in NE Ohio
$800,000 Retail Agency in Western Ohio
$1.2M Retail Agency in Western Ohio
Provided consulting to the following agencies on best practices to prepare for the sale of their agency:
$1M revenue retail agency, California
$1M revenue retail agency, Ohio
$750K revenue agency, Alaska
$300K revenue retail agency, California
$250K revenue retail agency, Colorado
Represented the agencies below during the acquisition process:
$5M Midwest revenue agency acquiring a $1M revenue agency
Represented PE buyer based in NY on a $1.5M acquisition opportunity in Florida
Represented $1M Maryland revenue agency on a $1.5M acquisition opportunity
Represented $500K Florida revenue agency on a $4M acquisition opportunity
Represented $1.3M Arizona revenue agency on a $1M acquisition opportunity
Buy side & Capital advisory for a former NFL player acquiring interest in a Texas retail agency
Represented $15M Midwest revenue agency making their first California acquisition
Provided consulting on attaining capital for acquisitions or debt restructuring for the agencies below:
Capital Advisory (CA) for a $5M Midwest revenue agency to consolidate $5M in debt and raise $4M in additional capital for two acquisition targets
CA for a $5M Midwest retail agency seeking financing for a partner buyout
CA for a $3M Ohio retail agency seeking financing for an acquisition target
CA for a PE New York buyer seeking a financing partner for acquisition roll up strategy
CA for an $3M Arizona revenue agency to secure funding for an $2M acquisition
CA for a national acquirer seeking $25M in additional financing for new acquisition targets
CA for a startup agency seeking financing for their first Colorado acquisition
CA for a $5M Kansas revenue retail agency in KS seeking financing for an acquisition
CA for a $15M revenue agency seeking bridge financing for a capital project