All Transactions
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Industry: Residential & Commercial Services
Sub-Sector: Commercial HVAC/Plumbing Contracting
Client: The Eugene Steinberg Company
Client Description:
The Company is a leading commercial HVAC and plumbing design, installation and service company in the greater Hartford region.
Mandate / Transaction:
TrueNorth served as exclusive M&A
advisor on the sale of Client to Air Temp, a portfolio company of Anvil Capital after orchestrating a confidential and competitive sale process to maximize value.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner).
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Doug’s Service Company
Client Description:
The Company is a a leading HVAC and home services business that has been proudly serving home and business owners in Lafourche Parish, Louisiana since 1988.
Mandate / Transaction:
TrueNorth served as exclusive M&A
advisor on the sale of Client to Air Pros.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort
Client Description:
The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction:
TrueNorth initiated the acquisition of Green AirCare and acted as exclusive M&A advisor on behalf of the Client on the transaction.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Contract Research Organization serving the biotech/pharma markets
Client: Calvert Holdings
Client Description: For more than 40 years, the Company, a preclinical CRO, has been working with biotechnology and pharmaceutical clients to help develop the next generation of therapeutics aimed at extending and improving human life.
Mandate / Transaction: TrueNorth served as exclusive M&A advisor on the sale of Client to Alta Sciences, a portfolio company of Novo Holdings, after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Air Experts and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing
Client: Renchel Tool Incorporated
Client Description: The Company is a niche contract manufacturer with focus on complex orthopedic instruments and implants, as well as aerospace and petro-chemical applications.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Carolina Precision Technologies, a portfolio company of Linx Partners, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Frymire Home Services and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Reliance Home Comfort
Client Description: The Company is the leading residential HVAC and plumbing in Canada and a portfolio company of Alinda Capital.
Mandate / Transaction: The below senior banker initiated the acquisition of Reliable Heating & Air and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Orthopedic Implants Client: Ingen Orthopedics Client Description: The Company has developed and commercialized FDA-cleared fully‐integrated, interchangeable and cross-compatible shoulder replacement systems designed to address all shoulder replacement challenges without the cost and additional workload of large numbers of single‐function instruments. Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
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Industry: Healthcare
Sub-Sector: Orthobiologics
Client: SurgaColl
Client Description: The Company develops and offers innovative products for the regeneration of bone and cartilage tissue.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Diagnostic Imaging
Client: CorTechs Labs
Client Description: The Company develops and provides proprietary automated quantitative image analysis and work-flow solutions for clinical radiology.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Industrifonden
Client Description: The Client is a venture capital firm that was one of the first institutional investors in Arcam AB, which offers industrial 3D- printing solutions for metals with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive financial advisor regarding the sale of Client’s equity holdings to Oppenheimer while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Heathcare IT and
Client: Montefiore IT
Client Description: The Client is the healthcare information technology solutions arm of Montefiore Medical Center, ranked among the top hospital systems nationally.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the divestiture of Clinical Looking Glass to Streamline Health, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing
Sub-Sector: Orthopedics
Client: Pyxidis
Client Description: The Company manufactures and sells orthopedic delivery systems (cases and treys) to leading orthopedic OEMs.
Mandate / Transaction: The below senior banker developed a strategic acquisition program for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
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Industry: Healthcare and IT
Sub-Sector: Healthcare IT & Diagnostics
Client: Heart Imaging Technologies
Client Description: The Company develops, markets and sells a PACS system (WebPAX®) that enables physicians to view and analyze diagnostic- quality medical images and videos in a bare bones web browser from any computer without the installation, downloading, upgrading or maintaining of any software or browser plug-ins of any kind.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Hospice
Client: Allegiance Hospice
Client Description: The Client provides hospice care in New England.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Sun Healthcare, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Contract Manufacturing of Orthopedic Implants and Aerospace Components
Client: Precision Metal Products
Client Description: The Client is forger and contract manufacturer of orthopedic implants and aerospace components
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to HBD Industries after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Diagnostic imaging software
Client: Viatronix
Client Description: The Client is a developer and provider of advanced visualization and clinical analysis technologies that enable physicians to interactively view and analyze vital organs and anatomical structures for a broad range of medical applications.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Hospice
Client: CEO of Beacon Hospice
Client Description: The Client is the leading provider of hospice care in New England.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to the Client on the acquisition of Beacon Hospice and raising the acquisition capital from Halpern Denny, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Classen while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the divestiture of the dental x-ray business of DentalEZ to Flow-Xray while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of BedShaper while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Diagnostic Imaging
Client: Management Team Client Description: The Client is a seasoned healthcare management team.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to the Client on the acquisition of MedScan and raising the acquisition capital from Saugatuck Capital, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified
Industrials
Sub-Sector: Vital Signs Monitoring
Equipment
Client: Viasys Healthcare
Client Description:
The Client’s wholly-owned subsidiary,
Medical Data Electronics, manufactures
and sells vital signs monitoring equipment
for hospitals.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
divestiture of MDE to Invivo Corporation
after running a confidential and
competitive sale process while at a prior
firm.
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with HPP while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Ramvac while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Healthcare IT
Client: SigniTrust
Client Description: The Client provides electronic signature technologies for the healthcare industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Conentra after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Subacute Care
Client: Transitional Hospital Corporation
Client Description: The Company is a leading provider of subacute care facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vencor after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Health & Wellness, Nutraceuticals Client: L&H Vitamins Client Description: The Company is a marketer of direct to consumer vitamins and nutracetucals. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vitamins.com after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare
Sub-Sector: Home Healthcare
Client: Housecall Medical
Client Description: The Company is a nationwide provider of home healthcare services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Welsh Carson Anderson & Stowe after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Services for the developmentally disabled Client: VOCA Client Description: The Company is a nationwide provider of services for the developmentally disabled. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Nautic Partners after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare Sub-Sector: Behavioral Healthcare Client: Community Psychiatric Centers Client Description: The Company is a nationwide provider of psychiatric facilities and services. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Behavioral Health Corporation after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare
Sub-Sector: Behavioral Healthcare
Client: The Cooper Companies
Client Description: The Company provided behavioral health facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client’s behavioral health businesses to UHS after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Behavioral Healthcare
Client: The Cooper Companies
Client Description:
The Company provided behavioral health
facilities and services.
Mandate / Transaction:
The below senior banker served as exclusive M&A advisor on the sale of Client’s behavioral health businesses to UHS after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Diversified
Industrials
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing
Client: Renchel Tool Incorporated
Client Description: The Company is a niche contract manufacturer with focus on complex orthopedic instruments and implants, as well as aerospace and petro-chemical applications.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Carolina Precision Technologies, a portfolio company of Linx Partners, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Industrifonden
Client Description: The Client is a venture capital firm that was one of the first institutional investors in Arcam AB, which offers industrial 3D- printing solutions for metals with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive financial advisor regarding the sale of Client’s equity holdings to Oppenheimer while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Classen while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the divestiture of the dental x-ray business of DentalEZ to Flow-Xray while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of BedShaper while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Residential &
Commercial
Services
Healthcare
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Industry: Residential & Commercial Services
Sub-Sector: Commercial HVAC/Plumbing Contracting
Client: The Eugene Steinberg Company
Client Description:
The Company is a leading commercial HVAC and plumbing design, installation and service company in the greater Hartford region.
Mandate / Transaction:
TrueNorth served as exclusive M&A
advisor on the sale of Client to Air Temp, a portfolio company of Anvil Capital after orchestrating a confidential and competitive sale process to maximize value.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Doug’s Service Company
Client Description:
The Company is a a leading HVAC and home services business that has been proudly serving home and business owners in Lafourche Parish, Louisiana since 1988.
Mandate / Transaction:
TrueNorth served as exclusive M&A
advisor on the sale of Client to Air Pros.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort
Client Description:
The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction:
TrueNorth initiated the acquisition of Green AirCare and acted as exclusive M&A advisor on behalf of the Client on the transaction.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide172
Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Air Experts and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Frymire Home Services and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Reliance Home Comfort
Client Description: The Company is the leading residential HVAC and plumbing in Canada and a portfolio company of Alinda Capital.
Mandate / Transaction: The below senior banker initiated the acquisition of Reliable Heating & Air and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Contract Research Organization serving the biotech/pharma markets
Client: Calvert Holdings
Client Description: For more than 40 years, the Company, a preclinical CRO, has been working with biotechnology and pharmaceutical clients to help develop the next generation of therapeutics aimed at extending and improving human life.
Mandate / Transaction: TrueNorth served as exclusive M&A advisor on the sale of Client to Alta Sciences, a portfolio company of Novo Holdings, after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing
Client: Renchel Tool Incorporated
Client Description: The Company is a niche contract manufacturer with focus on complex orthopedic instruments and implants, as well as aerospace and petro-chemical applications.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Carolina Precision Technologies, a portfolio company of Linx Partners, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide165
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Orthopedic Implants Client: Ingen Orthopedics Client Description: The Company has developed and commercialized FDA-cleared fully‐integrated, interchangeable and cross-compatible shoulder replacement systems designed to address all shoulder replacement challenges without the cost and additional workload of large numbers of single‐function instruments. Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
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Industry: Healthcare
Sub-Sector: Orthobiologics
Client: SurgaColl
Client Description: The Company develops and offers innovative products for the regeneration of bone and cartilage tissue.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide146
Industry: Healthcare
Sub-Sector: Diagnostic Imaging
Client: CorTechs Labs
Client Description: The Company develops and provides proprietary automated quantitative image analysis and work-flow solutions for clinical radiology.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide139
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Industrifonden
Client Description: The Client is a venture capital firm that was one of the first institutional investors in Arcam AB, which offers industrial 3D- printing solutions for metals with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive financial advisor regarding the sale of Client’s equity holdings to Oppenheimer while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide138
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide137
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide131
ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Heathcare IT and
Client: Montefiore IT
Client Description: The Client is the healthcare information technology solutions arm of Montefiore Medical Center, ranked among the top hospital systems nationally.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the divestiture of Clinical Looking Glass to Streamline Health, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide125
Industry: Healthcare, Contract Manufacturing
Sub-Sector: Orthopedics
Client: Pyxidis
Client Description: The Company manufactures and sells orthopedic delivery systems (cases and treys) to leading orthopedic OEMs.
Mandate / Transaction: The below senior banker developed a strategic acquisition program for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide124
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide116
Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
Slide109
Industry: Healthcare and IT
Sub-Sector: Healthcare IT & Diagnostics
Client: Heart Imaging Technologies
Client Description: The Company develops, markets and sells a PACS system (WebPAX®) that enables physicians to view and analyze diagnostic- quality medical images and videos in a bare bones web browser from any computer without the installation, downloading, upgrading or maintaining of any software or browser plug-ins of any kind.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Hospice
Client: Allegiance Hospice
Client Description: The Client provides hospice care in New England.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Sun Healthcare, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Contract Manufacturing of Orthopedic Implants and Aerospace Components
Client: Precision Metal Products
Client Description: The Client is forger and contract manufacturer of orthopedic implants and aerospace components
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to HBD Industries after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide93
Industry: Healthcare & IT
Sub-Sector: Diagnostic imaging software
Client: Viatronix
Client Description: The Client is a developer and provider of advanced visualization and clinical analysis technologies that enable physicians to interactively view and analyze vital organs and anatomical structures for a broad range of medical applications.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Hospice
Client: CEO of Beacon Hospice
Client Description: The Client is the leading provider of hospice care in New England.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to the Client on the acquisition of Beacon Hospice and raising the acquisition capital from Halpern Denny, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the divestiture of the dental x-ray business of DentalEZ to Flow-Xray while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide73
Industry: Healthcare
Sub-Sector: Diagnostic Imaging
Client: Management Team Client Description: The Client is a seasoned healthcare management team.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to the Client on the acquisition of MedScan and raising the acquisition capital from Saugatuck Capital, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide70
Industry: Healthcare & Diversified
Industrials
Sub-Sector: Vital Signs Monitoring
Equipment
Client: Viasys Healthcare
Client Description:
The Client’s wholly-owned subsidiary,
Medical Data Electronics, manufactures
and sells vital signs monitoring equipment
for hospitals.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
divestiture of MDE to Invivo Corporation
after running a confidential and
competitive sale process while at a prior
firm.
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with HPP while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Ramvac while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide49
Industry: Healthcare & IT
Sub-Sector: Healthcare IT
Client: SigniTrust
Client Description: The Client provides electronic signature technologies for the healthcare industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Conentra after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide48
Industry: Healthcare
Sub-Sector: Subacute Care
Client: Transitional Hospital Corporation
Client Description: The Company is a leading provider of subacute care facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vencor after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide46
Industry: Healthcare Sub-Sector: Health & Wellness, Nutraceuticals Client: L&H Vitamins Client Description: The Company is a marketer of direct to consumer vitamins and nutracetucals. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vitamins.com after orchestrating a confidential and competitive sale process while at a prior firm.
Slide38
Industry: Healthcare
Sub-Sector: Home Healthcare
Client: Housecall Medical
Client Description: The Company is a nationwide provider of home healthcare services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Welsh Carson Anderson & Stowe after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Services for the developmentally disabled Client: VOCA Client Description: The Company is a nationwide provider of services for the developmentally disabled. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Nautic Partners after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare Sub-Sector: Behavioral Healthcare Client: Community Psychiatric Centers Client Description: The Company is a nationwide provider of psychiatric facilities and services. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Behavioral Health Corporation after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare
Sub-Sector: Behavioral Healthcare
Client: The Cooper Companies
Client Description: The Company provided behavioral health facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client’s behavioral health businesses to UHS after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Aerospace & Defense
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Industrifonden
Client Description: The Client is a venture capital firm that was one of the first institutional investors in Arcam AB, which offers industrial 3D- printing solutions for metals with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive financial advisor regarding the sale of Client’s equity holdings to Oppenheimer while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide138
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide137
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide131
ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide124
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide116
Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Contract Manufacturing of Orthopedic Implants and Aerospace Components
Client: Precision Metal Products
Client Description: The Client is forger and contract manufacturer of orthopedic implants and aerospace components
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to HBD Industries after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Contract
Manufacturing
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing
Client: Renchel Tool Incorporated
Client Description: The Company is a niche contract manufacturer with focus on complex orthopedic instruments and implants, as well as aerospace and petro-chemical applications.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Carolina Precision Technologies, a portfolio company of Linx Partners, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide165
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Industrifonden
Client Description: The Client is a venture capital firm that was one of the first institutional investors in Arcam AB, which offers industrial 3D- printing solutions for metals with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive financial advisor regarding the sale of Client’s equity holdings to Oppenheimer while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide138
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide137
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing
Sub-Sector: Orthopedics
Client: Pyxidis
Client Description: The Company manufactures and sells orthopedic delivery systems (cases and treys) to leading orthopedic OEMs.
Mandate / Transaction: The below senior banker developed a strategic acquisition program for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide124
Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide116
Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Contract Manufacturing of Orthopedic Implants and Aerospace Components
Client: Precision Metal Products
Client Description: The Client is forger and contract manufacturer of orthopedic implants and aerospace components
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to HBD Industries after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Business
Services &
Distribution
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Industry: Healthcare
Sub-Sector: Contract Research Organization serving the biotech/pharma markets
Client: Calvert Holdings
Client Description: For more than 40 years, the Company, a preclinical CRO, has been working with biotechnology and pharmaceutical clients to help develop the next generation of therapeutics aimed at extending and improving human life.
Mandate / Transaction: TrueNorth served as exclusive M&A advisor on the sale of Client to Alta Sciences, a portfolio company of Novo Holdings, after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing
Client: Renchel Tool Incorporated
Client Description: The Company is a niche contract manufacturer with focus on complex orthopedic instruments and implants, as well as aerospace and petro-chemical applications.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Carolina Precision Technologies, a portfolio company of Linx Partners, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam EBM, a GE Additive Company
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Oerlikon, a German- headquartered publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Orthobiologics
Client: SurgaColl
Client Description: The Company develops and offers innovative products for the regeneration of bone and cartilage tissue.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description: The Client develops and commercializes a proprietary powder injection molding (PIM) process that enables the low‐cost manufacturing of complex and highly valuable parts for the aerospace and medical devices markets.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Flextronics, a publicly-traded company, after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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ndustry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Advanced Powders & Coatings, a supplier of powder titanium and other metals while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Heathcare IT and
Client: Montefiore IT
Client Description: The Client is the healthcare information technology solutions arm of Montefiore Medical Center, ranked among the top hospital systems nationally.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the divestiture of Clinical Looking Glass to Streamline Health, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing
Sub-Sector: Orthopedics
Client: Pyxidis
Client Description: The Company manufactures and sells orthopedic delivery systems (cases and treys) to leading orthopedic OEMs.
Mandate / Transaction: The below senior banker developed a strategic acquisition program for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Precision Manufacturing and Additive Manufacturing
Client: Arcam AB
Client Description: The Client offers industrial 3D-printing solutions for metals, which makes possible cost efficient manufacturing of products with advanced functionality in the orthopedic and aerospace industries.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with (and an option to acquire) DiSanto Technology, a contract manufacturer of orthopedic and spinal implants while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract
Manufacturing and Aerospace
Sub-Sector: Specialty Manufacturing
Client: Maetta
Client Description:
The Client develops and commercializes a
proprietary powder injection molding (PIM)
process that enables the low‐cost
manufacturing of complex and highly
valuable parts for
the aerospace and medical devices
markets.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
strategic investment from and alliance with
DePuy Synthes while at a prior firm.
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Industry: Healthcare and IT
Sub-Sector: Healthcare IT & Diagnostics
Client: Heart Imaging Technologies
Client Description: The Company develops, markets and sells a PACS system (WebPAX®) that enables physicians to view and analyze diagnostic- quality medical images and videos in a bare bones web browser from any computer without the installation, downloading, upgrading or maintaining of any software or browser plug-ins of any kind.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare, Contract Manufacturing and Aerospace
Sub-Sector: Contract Manufacturing of Orthopedic Implants and Aerospace Components
Client: Precision Metal Products
Client Description: The Client is forger and contract manufacturer of orthopedic implants and aerospace components
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to HBD Industries after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the divestiture of the dental x-ray business of DentalEZ to Flow-Xray while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified
Industrials
Sub-Sector: Vital Signs Monitoring
Equipment
Client: Viasys Healthcare
Client Description:
The Client’s wholly-owned subsidiary,
Medical Data Electronics, manufactures
and sells vital signs monitoring equipment
for hospitals.
Mandate / Transaction:
The below senior banker served as
exclusive M&A advisor to Client on the
divestiture of MDE to Invivo Corporation
after running a confidential and
competitive sale process while at a prior
firm.
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the strategic alliance with HPP while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & Diversified Industrials
Sub-Sector: Dental equipment and Instruments
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, DentalEZ, manufactures and sells its own brands of dental equipment, instruments and supplies.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Ramvac while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Consumer &
Retail
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Doug’s Service Company
Client Description:
The Company is a a leading HVAC and home services business that has been proudly serving home and business owners in Lafourche Parish, Louisiana since 1988.
Mandate / Transaction:
TrueNorth served as exclusive M&A
advisor on the sale of Client to Air Pros.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Enoch Electric, LLC
Client Description:
The Company is a rapidly growing provider of HVAC, plumbing and electrical maintenance, repair and replacement services to residential customers across the Dallas-Fort Worth market.
Mandate / Transaction:
TrueNorth served as exclusive M&A advisor on the sale of Client to McKinney Capital after orchestrating a confidential and competitive sale process.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort
Client Description:
The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction:
TrueNorth initiated the acquisition of Green AirCare and acted as exclusive M&A advisor on behalf of the Client on the transaction.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Air Experts and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Granite Comfort, LP
Client Description: The Company is a leading residential HVAC and plumbing investment company and a portfolio company of Tiger Infrastructure Partners.
Mandate / Transaction: The below senior banker initiated the acquisition of Frymire Home Services and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Residential & Commercial Services
Sub-Sector: Residential HVAC/Plumbing Contractor
Client: Reliance Home Comfort
Client Description: The Company is the leading residential HVAC and plumbing in Canada and a portfolio company of Alinda Capital.
Mandate / Transaction: The below senior banker initiated the acquisition of Reliable Heating & Air and acted as exclusive M&A advisor on behalf of the Client on the transaction while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Diagnostic Imaging
Client: CorTechs Labs
Client Description: The Company develops and provides proprietary automated quantitative image analysis and work-flow solutions for clinical radiology.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Hospice
Client: CEO of Beacon Hospice
Client Description: The Client is the leading provider of hospice care in New England.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to the Client on the acquisition of Beacon Hospice and raising the acquisition capital from Halpern Denny, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of Classen while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of BedShaper while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare & IT
Sub-Sector: Healthcare IT
Client: SigniTrust
Client Description: The Client provides electronic signature technologies for the healthcare industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Conentra after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Subacute Care
Client: Transitional Hospital Corporation
Client Description: The Company is a leading provider of subacute care facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vencor after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Health & Wellness, Nutraceuticals Client: L&H Vitamins Client Description: The Company is a marketer of direct to consumer vitamins and nutracetucals. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Vitamins.com after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare
Sub-Sector: Home Healthcare
Client: Housecall Medical
Client Description: The Company is a nationwide provider of home healthcare services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Welsh Carson Anderson & Stowe after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare Sub-Sector: Behavioral Healthcare Client: Community Psychiatric Centers Client Description: The Company is a nationwide provider of psychiatric facilities and services. Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client to Behavioral Health Corporation after orchestrating a confidential and competitive sale process while at a prior firm.
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Industry: Healthcare
Sub-Sector: Behavioral Healthcare
Client: The Cooper Companies
Client Description: The Company provided behavioral health facilities and services.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the sale of Client’s behavioral health businesses to UHS after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Metals
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Electronics & IT
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Industry: Healthcare & IT
Sub-Sector: Heathcare IT and
Client: Montefiore IT
Client Description: The Client is the healthcare information technology solutions arm of Montefiore Medical Center, ranked among the top hospital systems nationally.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor on the divestiture of Clinical Looking Glass to Streamline Health, after orchestrating a confidential and competitive process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide109
Industry: Healthcare and IT
Sub-Sector: Healthcare IT & Diagnostics
Client: Heart Imaging Technologies
Client Description: The Company develops, markets and sells a PACS system (WebPAX®) that enables physicians to view and analyze diagnostic- quality medical images and videos in a bare bones web browser from any computer without the installation, downloading, upgrading or maintaining of any software or browser plug-ins of any kind.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
Slide93
Industry: Healthcare & IT
Sub-Sector: Diagnostic imaging software
Client: Viatronix
Client Description: The Client is a developer and provider of advanced visualization and clinical analysis technologies that enable physicians to interactively view and analyze vital organs and anatomical structures for a broad range of medical applications.
Mandate / Transaction: The below senior banker evaluated strategic alternatives for the Client while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Industry: Healthcare
Sub-Sector: Behavioral Healthcare
Client: The Cooper Companies
Client Description:
The Company provided behavioral health
facilities and services.
Mandate / Transaction:
The below senior banker served as exclusive M&A advisor on the sale of Client’s behavioral health businesses to UHS after orchestrating a confidential and competitive sale process while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)
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Niche &
Other
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Industry: Diversified Industrials, Business Services and Consumer
Sub-Sector: Power Equipment for the Lawn and Garden Industry
Client: JEP Management
Client Description: The Client’s wholly-owned subsidiary, Schiller, manufactures and sells its own brands of outdoor power equipment for the lawn and garden industry.
Mandate / Transaction: The below senior banker served as exclusive M&A advisor to Client on the acquisition of BedShaper while at a prior firm.
Contact Deal Lead(s) to Discuss:
Dave Reilly (Partner)