1,000+ Transactions Referred to Investment BanksĀ¹

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 

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 

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

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 

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

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 

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

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

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

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

Transaction Type

Business Description

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 

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 
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

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

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

Healthcare

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

Return

Specialty Finance 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

Return

Specialty Finance 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

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 

Building Products & Materials

Transaction Type

Business Description

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 

Building Products & Materials

Transaction Type

Business Description

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

Energy, Power & Infrastructure

Transaction Type

Business Description

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

Energy, Power & Infrastructure

Transaction Type

Business Description

Sale 
Sale
Capital Raise
Sale

Return

HVAC Equipment Rental Company
Construction Equipment Rental Company
Commercial Restoration Services Contractor
Concrete Reinforcement Products Manufacturer

Real Estate

Transaction Type

Business Description

Sale 
Sale
Capital Raise
Sale

Return

HVAC Equipment Rental Company
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

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

Technology

Transaction Type

Capital Raise
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

Technology

Transaction Type

Business Description

Sale
Sale
Sale
Sale

Return

Aerospace and Defense Simulation 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, Defense & Government

Sale

Sale

Sale
Sale

Case Studies

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1 Consummated deals referred by CreoValo, including transactions while at previous employers.