1,000+ Transactions Referred to Investment Banks¹
We work with business owners and entrepreneurs across the United States and across all industries. Whether an owner is looking to sell their business, raise capital or acquire a competitor, we can help find the appropriate banker for them.
What is more important than us affecting a referral in the below industries is our access to investment bankers who have spent careers in those industries.
Transaction Type
Business Description
Utility Services Provider for Utilities and Telecom
Automotive Collision Repair Company
Franchisor of Janitorial Services
Tubing and Pressure Pumping Services Company
Molding Packing and Seals Manufacturer
Tubing and Pressure Pumping Services Company
Environmental Consulting and Water Utility Maintenance Firm
Specialty Repair, Maintenance and Support Products Manufacturer
Label Printing Company
Magnet Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Contract Packaging Company
Flexible Packaging Manufacturer
Vending Equipment Manufacturer
Electronic Manufacturing Services Business
Industrial Bearing Manufacturer
Industrial Publishing Company
Industrial Cutting Tools Manufacturer
Automotive Fastener Manufacturing Company
Energy Capital Equipment Manufacturer
Automotive Collision Repair Company
Franchisor of Janitorial Services
Tubing and Pressure Pumping Services Company
Molding Packing and Seals Manufacturer
Tubing and Pressure Pumping Services Company
Environmental Consulting and Water Utility Maintenance Firm
Specialty Repair, Maintenance and Support Products Manufacturer
Label Printing Company
Magnet Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Contract Packaging Company
Flexible Packaging Manufacturer
Vending Equipment Manufacturer
Electronic Manufacturing Services Business
Industrial Bearing Manufacturer
Industrial Publishing Company
Industrial Cutting Tools Manufacturer
Automotive Fastener Manufacturing Company
Energy Capital Equipment Manufacturer
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Capital Raise
Industrial
Return
Transaction Type
Business Description
Utility Services Provider for Utilities & Telecom
Automotive Collision Repair Company
Franchisor of Janitorial Services
Tubing & Pressure Pumping Services Company
Molding Packing & Seals Manufacturer
Tubing & Pressure Pumping Services Company
Vending Equipment Manufacturer
Industrial Publishing Company
Label Printing Company
Magnet Manufacturer
Oilfield Safety Consulting Firm
Contract Packaging Company
Flexible Packaging Manufacturer
Vending Equipment Manufacturer
Electronic Manufacturing Services Business
Industrial Bearing Manufacturer
Industrial Publishing Company
Industrial Cutting Tools Manufacturer
Commercial Restoration Services Contractor
Energy Capital Equipment Manufacturer
Automotive Collision Repair Company
Franchisor of Janitorial Services
Tubing & Pressure Pumping Services Company
Molding Packing & Seals Manufacturer
Tubing & Pressure Pumping Services Company
Vending Equipment Manufacturer
Industrial Publishing Company
Label Printing Company
Magnet Manufacturer
Oilfield Safety Consulting Firm
Contract Packaging Company
Flexible Packaging Manufacturer
Vending Equipment Manufacturer
Electronic Manufacturing Services Business
Industrial Bearing Manufacturer
Industrial Publishing Company
Industrial Cutting Tools Manufacturer
Commercial Restoration Services Contractor
Energy Capital Equipment Manufacturer
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Capital Raise
Industrial
Return
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Consumer
Return
Direct-To-Consumer Branded Beverage Business
Premium Condiments Company
Consumer Financial Services Business
Kitchen and Bath Hardware Manufacturer
Consumer Finance Company
Athletic Apparel Manufacturer
Beef and Poultry Food Processor and Distributor
Manufacturer of Temporary Tattoos
Candy and Confectionary Products Manufacturer
Recreational Boat Manufacturer
Direct-To-Consumer Home Equity Lender
Perishable Food Distributor
Branded Food Condiment Manufacturer
Specialty Food Processor
Consumer Housewares Manufacturer
Branded Consumer Athletic Equipment Manufacturer
Food and Hospitality Services Company
Pet Products Distributor
Branded Direct-To-Consumer Outdoor Athletic Equipment Company
Branded Alcoholic Beverage Manufacturer
Premium Condiments Company
Consumer Financial Services Business
Kitchen and Bath Hardware Manufacturer
Consumer Finance Company
Athletic Apparel Manufacturer
Beef and Poultry Food Processor and Distributor
Manufacturer of Temporary Tattoos
Candy and Confectionary Products Manufacturer
Recreational Boat Manufacturer
Direct-To-Consumer Home Equity Lender
Perishable Food Distributor
Branded Food Condiment Manufacturer
Specialty Food Processor
Consumer Housewares Manufacturer
Branded Consumer Athletic Equipment Manufacturer
Food and Hospitality Services Company
Pet Products Distributor
Branded Direct-To-Consumer Outdoor Athletic Equipment Company
Branded Alcoholic Beverage Manufacturer
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Consumer
Return
Direct-To-Consumer Branded Beverage Business
Premium Condiments Company
Consumer Financial Services Business
Kitchen and Bath Hardware Manufacturer
Consumer Finance Company
Athletic Apparel Manufacturer
Beef and Poultry Food Processor and Distributor
Manufacturer of Temporary Tattoos
Candy and Confectionary Products Manufacturer
Recreational Boat Manufacturer
Direct-To-Consumer Home Equity Lender
Perishable Food Distributor
Branded Food Condiment Manufacturer
Specialty Food Processor
Consumer Housewares Manufacturer
Branded Consumer Athletic Equipment Manufacturer
Food and Hospitality Services Company
Pet Products Distributor
Vintage Clothing Reseller
Branded Alcoholic Beverage Manufacturer
Premium Condiments Company
Consumer Financial Services Business
Kitchen and Bath Hardware Manufacturer
Consumer Finance Company
Athletic Apparel Manufacturer
Beef and Poultry Food Processor and Distributor
Manufacturer of Temporary Tattoos
Candy and Confectionary Products Manufacturer
Recreational Boat Manufacturer
Direct-To-Consumer Home Equity Lender
Perishable Food Distributor
Branded Food Condiment Manufacturer
Specialty Food Processor
Consumer Housewares Manufacturer
Branded Consumer Athletic Equipment Manufacturer
Food and Hospitality Services Company
Pet Products Distributor
Vintage Clothing Reseller
Branded Alcoholic Beverage Manufacturer
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Business Services
Return
For-Profit Education Services Company
Online Professional Job and Skills Training Company
Landscape and Snow Removal Business
Interpretation Services Business
For-Profit University Management Company
Construction Safety Services Business
Asphalt Paving Contractor
Outsource Document Management Services Company
Employee Benefits Consulting and Administration Company
Construction Waste Landfill Company
Flight Training School Business
For-Profit University
Franchisor of Janitorial Services
Environmental Consulting and Water Utility Maintenance Firm
Specialty Repair, Maintenance and Production Support Products Manufacturer
HVAC Equipment Rental Company
Oilfield Safety Consulting Firm
Energy Construction Services Company
Underground Construction Services Business
Capital Equipment Rental Company
Online Professional Job and Skills Training Company
Landscape and Snow Removal Business
Interpretation Services Business
For-Profit University Management Company
Construction Safety Services Business
Asphalt Paving Contractor
Outsource Document Management Services Company
Employee Benefits Consulting and Administration Company
Construction Waste Landfill Company
Flight Training School Business
For-Profit University
Franchisor of Janitorial Services
Environmental Consulting and Water Utility Maintenance Firm
Specialty Repair, Maintenance and Production Support Products Manufacturer
HVAC Equipment Rental Company
Oilfield Safety Consulting Firm
Energy Construction Services Company
Underground Construction Services Business
Capital Equipment Rental Company
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Business Services
Return
For-Profit Education Services Company
Online Professional Job and Skills Training Company
Landscape and Snow Removal Business
Interpretation Services Business
For-Profit University Management Company
Construction Safety Services Business
Asphalt Paving Contractor
Outsource Document Management Services Company
Environmental Services Business
Construction Waste Landfill Company
Flight Training School Business
For-Profit University
Franchisor of Janitorial Services
Hotel Management Company
Rural Hospital Management Company
HVAC Equipment Rental Company
Oilfield Safety Consulting Firm
Energy Construction Services Company
Underground Construction Services Business
Capital Equipment Rental Company
Online Professional Job and Skills Training Company
Landscape and Snow Removal Business
Interpretation Services Business
For-Profit University Management Company
Construction Safety Services Business
Asphalt Paving Contractor
Outsource Document Management Services Company
Environmental Services Business
Construction Waste Landfill Company
Flight Training School Business
For-Profit University
Franchisor of Janitorial Services
Hotel Management Company
Rural Hospital Management Company
HVAC Equipment Rental Company
Oilfield Safety Consulting Firm
Energy Construction Services Company
Underground Construction Services Business
Capital Equipment Rental Company
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Return
Manufacturing Logistics Services Business
Storage and Logistical Services Company
Refrigerated Storage and Logistics Services Company
Commodity Food Storage and Logistical Services Company
Healthcare Services and Specialty Pharmaceutical Distributor
Beef and Poultry Food Processor and Distributor
Perishable Food Distributor
Industrial Fastener Distributor Company
Industrial Valve Distributor
Building Products Distributor
Pet Products Distributor
Industrial Safety Products Distributor
Electrical Products Distributor
Steel Products Service and Distribution Center
Durable Medical Equipment Distributor
Storage and Logistical Services Company
Refrigerated Storage and Logistics Services Company
Commodity Food Storage and Logistical Services Company
Healthcare Services and Specialty Pharmaceutical Distributor
Beef and Poultry Food Processor and Distributor
Perishable Food Distributor
Industrial Fastener Distributor Company
Industrial Valve Distributor
Building Products Distributor
Pet Products Distributor
Industrial Safety Products Distributor
Electrical Products Distributor
Steel Products Service and Distribution Center
Durable Medical Equipment Distributor
Distribution, Transportation & Logistics
Transaction Type
Business Description
Return
Distribution, Transportation & Logistics
Manufacturing Logistics Services Business
Storage and Logistical Services Company
Refrigerated Storage and Logistics Services Company
Commodity Food Storage and Logistical Services Company
Healthcare Services and Specialty Pharmaceutical Distributor
Beef and Poultry Food Processor and Distributor
Perishable Food Distributor
Industrial Fastener Distributor Company
Industrial Valve Distributor
Building Products Distributor
Pet Products Distributor
Industrial Safety Products Distributor
Electrical Products Distributor
Steel Products Service and Distribution Center
Durable Medical Equipment Distributor
Storage and Logistical Services Company
Refrigerated Storage and Logistics Services Company
Commodity Food Storage and Logistical Services Company
Healthcare Services and Specialty Pharmaceutical Distributor
Beef and Poultry Food Processor and Distributor
Perishable Food Distributor
Industrial Fastener Distributor Company
Industrial Valve Distributor
Building Products Distributor
Pet Products Distributor
Industrial Safety Products Distributor
Electrical Products Distributor
Steel Products Service and Distribution Center
Durable Medical Equipment Distributor
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Return
Healthcare Services and Specialty Pharmaceutical Distributor
Ambulatory Surgical Center
Pharmacy Benefit Management Company
Specialty Pharmacy Company
Dental Practice Management Company
Durable Medical Equipment Distributor
Medical Information Publishing Company
Pharmaceutical Research Services Company
Medical Diagnostic and Research Tools Manufacturer
Institutional Pharmacy
Rural Hospital Management Company
Orthopedic Device Manufacturer
Pharmaceutical Research Services Company
Institutional Pharmacy Services Company
Ambulatory Surgical Center
Pharmacy Benefit Management Company
Specialty Pharmacy Company
Dental Practice Management Company
Durable Medical Equipment Distributor
Medical Information Publishing Company
Pharmaceutical Research Services Company
Medical Diagnostic and Research Tools Manufacturer
Institutional Pharmacy
Rural Hospital Management Company
Orthopedic Device Manufacturer
Pharmaceutical Research Services Company
Institutional Pharmacy Services Company
Healthcare
Transaction Type
Business Description
Return
Healthcare Services and Specialty Pharmaceutical Distributor
Ambulatory Surgical Center
Pharmacy Benefit Management Company
Specialty Pharmacy Company
Dental Practice Management Company
Durable Medical Equipment Distributor
Medical Information Publishing Company
Pharmaceutical Research Services Company
Medical Diagnostic and Research Tools Manufacturer
Institutional Pharmacy
Rural Hospital Management Company
Orthopedic Device Manufacturer
Pharmaceutical Research Services Company
Institutional Pharmacy Services Company
Ambulatory Surgical Center
Pharmacy Benefit Management Company
Specialty Pharmacy Company
Dental Practice Management Company
Durable Medical Equipment Distributor
Medical Information Publishing Company
Pharmaceutical Research Services Company
Medical Diagnostic and Research Tools Manufacturer
Institutional Pharmacy
Rural Hospital Management Company
Orthopedic Device Manufacturer
Pharmaceutical Research Services Company
Institutional Pharmacy Services Company
Healthcare
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Transaction Type
Business Description
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Return
Specialty Finance Company
Specialty Finance Company
Consumer Financial Services Business
Consumer Finance Company
Direct-To-Consumer Home Equity Lender
Financial Institutions Software Company
Specialty Finance Company
Consumer Financial Services Business
Consumer Finance Company
Direct-To-Consumer Home Equity Lender
Financial Institutions Software Company
Financial Services
Transaction Type
Business Description
Capital Raise
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Return
Specialty Finance Company
Specialty Finance Company
Consumer Financial Services Business
Consumer Finance Company
Direct-To-Consumer Home Equity Lender
Financial Institutions Software Company
Specialty Finance Company
Consumer Financial Services Business
Consumer Finance Company
Direct-To-Consumer Home Equity Lender
Financial Institutions Software Company
Financial Services
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Return
Masonry Products Distributor
Cabinet Hardware Manufacturer
Building Products Distributor
Redi-Mix Concrete Manufacturer
Concrete Reinforcement Products Manufacturer
Window Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Cabinet Hardware Manufacturer
Building Products Distributor
Redi-Mix Concrete Manufacturer
Concrete Reinforcement Products Manufacturer
Window Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Building Products & Materials
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Return
Masonry Products Distributor
Cabinet Hardware Manufacturer
Building Products Distributor
Redi-Mix Concrete Manufacturer
Concrete Reinforcement Products Manufacturer
Window Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Cabinet Hardware Manufacturer
Building Products Distributor
Redi-Mix Concrete Manufacturer
Concrete Reinforcement Products Manufacturer
Window Manufacturer
Manufacturer of Vinyl and Aluminum Siding Products and Tools
Building Products & Materials
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Return
Energy Conservation Equipment Distributor
Environmental Services Business
Tubing and Pressure Pumping Services Company
Tubing and Pressure Pumping Services Company
Oilfield Capital Equipment Manufacturer
Energy Capital Equipment Manufacturer
Oilfield Safety Consulting Firm
Energy Construction Services Company
Oilfield Engineering Services Company
Oilfield Equipment Rental and Services Company
Environmental Services Business
Tubing and Pressure Pumping Services Company
Tubing and Pressure Pumping Services Company
Oilfield Capital Equipment Manufacturer
Energy Capital Equipment Manufacturer
Oilfield Safety Consulting Firm
Energy Construction Services Company
Oilfield Engineering Services Company
Oilfield Equipment Rental and Services Company
Energy, Power & Infrastructure
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Return
Energy Conservation Equipment Distributor
Environmental Services Business
Tubing and Pressure Pumping Services Company
Tubing and Pressure Pumping Services Company
Oilfield Capital Equipment Manufacturer
Energy Capital Equipment Manufacturer
Oilfield Safety Consulting Firm
Energy Construction Services Company
Oilfield Engineering Services Company
Oilfield Equipment Rental and Services Company
Environmental Services Business
Tubing and Pressure Pumping Services Company
Tubing and Pressure Pumping Services Company
Oilfield Capital Equipment Manufacturer
Energy Capital Equipment Manufacturer
Oilfield Safety Consulting Firm
Energy Construction Services Company
Oilfield Engineering Services Company
Oilfield Equipment Rental and Services Company
Energy, Power & Infrastructure
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Capital Raise
Sale
Return
HVAC Equipment Rental Company
Construction Equipment Rental Company
Commercial Restoration Services Contractor
Concrete Reinforcement Products Manufacturer
Construction Equipment Rental Company
Commercial Restoration Services Contractor
Concrete Reinforcement Products Manufacturer
Real Estate
Transaction Type
Business Description
Sale
Sale
Capital Raise
Sale
Sale
Capital Raise
Sale
Return
HVAC Equipment Rental Company
Construction Equipment Rental Company
Commercial Restoration Services Contractor
Concrete Reinforcement Products Manufacturer
Construction Equipment Rental Company
Commercial Restoration Services Contractor
Concrete Reinforcement Products Manufacturer
Real Estate
Transaction Type
Business Description
Capital Raise
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Return
Computer Software Business
Communications Software Company
Financial Institutions Software Company
Legal Data and Information Services Company
Mobile Phone Retailer
Utility Services Provider for Utilities and Telecom
Communications Software Company
Financial Institutions Software Company
Legal Data and Information Services Company
Mobile Phone Retailer
Utility Services Provider for Utilities and Telecom
Technology
Transaction Type
Capital Raise
Sale
Sale
Sale
Capital Raise
Sale
Sale
Sale
Sale
Capital Raise
Sale
Business Description
Return
Computer Software Business
Communications Software Company
Financial Institutions Software Company
Legal Data and Information Services Company
Mobile Phone Retailer
Utility Services Provider for Utilities and Telecom
Communications Software Company
Financial Institutions Software Company
Legal Data and Information Services Company
Mobile Phone Retailer
Utility Services Provider for Utilities and Telecom
Technology
Transaction Type
Business Description
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Return
Aerospace and Defense Simulation Equipment Manufacturer
Aerospace Equipment Manufacturing Services Company
Aerospace Parts Manufacturer
Military Equipment Manufacturer
Aerospace Equipment Manufacturing Services Company
Aerospace Parts Manufacturer
Military Equipment Manufacturer
Aerospace, Defense & Government
Transaction Type
Business Description
Return
Aerospace and Defense Simulation Equipment Manufacturer
Aerospace Equipment Manufacturing Services Company
Aerospace Parts Manufacturer
Military Equipment Manufacturer
Aerospace Equipment Manufacturing Services Company
Aerospace Parts Manufacturer
Military Equipment Manufacturer
Aerospace, Defense & Government
Sale
Sale
Sale
Sale
Sale
Sale
Sale
Case Studies
1 Consummated deals referred by CreoValo, including transactions while at previous employers.