Current Engagements

Project Expedite

Sell-side M&A
________________

Industry: Trucking & Logistics

Company Overview: 25+ year old trucking company providing same-day LTL and FTL services.

Despite the ups and downs of the economy or the common challenges that are routine in the transportation industry, this enterprise has continued to grow while building an excellent workforce inside and on the road. Today, 21 full-time drivers are running routes using 28 tractor/trucks and 42 trailers with the opportunity to expand utilization, this company is strategically positioned for a rapid pace of continued growth.

Transaction Overview: Owner seeking 100% exit, willing to stay on for successful transition period. Current management team outside of the owner have been operating the day-to-day of the business and will be staying on.

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Metro

Sell-side M&A
________________

Industry: Manufacturing

Company Overview:  Low volume prototype metal fabrication business with a particular focus on stamping, laser cutting, welding and assembly. Customer base is made up of the nation’s leading automotive manufacturers. With the rise of electric vehicles the Company continues to see strong demand for their services and prototyping capabilities.

Transaction Overview: Owner willing to stay on post close, seeking liquidity through 100% Sale or Majority Recapitalization.

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Build

Sell-side M&A
________________

Industry: Construction

Company Overview:  High-end custom residential and light commercial builder, providing both new construction and renovation projects throughout Northern Michigan.

Transaction Overview: Owner willing to stay on post close, seeking liquidity through 100% exit or Majority Recapitalization.

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Lightning

Sell-side M&A
________________

Industry: Specialty Contractor

Company Overview: Full-service commercial floorcovering company for quality customers in strong end markets including healthcare, education, and government. Contracted work for 2024 is off to a great start.

Transaction Overview: Owners seeking exit for liquidity, willing to stay on for a meaningful transition period.

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Northwoods

Sell-side M&A
________________

Industry: Consumer

Company Overview:  Full-service hardware store, boasting an expansive inventory while also providing an array of valuable services including screen repair, glass cutting, propane exchanges, DNR licenses, pipe cutting and threading, key duplication and UPS shipping.

Transaction Overview: Owner seeking 100% exit

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Promote

Sell-side M&A
________________

Industry: Industrials / Consumer

Company Overview: Custom print and specialty graphics business with a focus on embroidery and apparel. Well established national blue chip customers along with local/regional entities. The company’s extensive facilities, dedicated team, advanced technology, and wealth of experience enable the company to handle custom apparel decorating professional projects of any scale.

Transaction Overview: Owner seeking 100% exit

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Repair

Sell-side M&A
________________

Industry: Industrials / Consumer

Company Overview: Automotive repair business with a very strong reputation regionally, boasting an entrenched base of recurring customers and a backlog of nearly three months.

Transaction Overview: Owner seeking to exit his ownership position but will stay on with the business as a mechanic if needed.

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Coast

Sell-side M&A
________________

Industry: Winery / Vineyard

Company Overview: Turnkey winery business with high quality award winning wines, desirable tasting room, and productive vineyard engineered using the best standards.

With approximately 50 acres of land and nearly 20 acres of healthy producing vineyards, this winery has everything you need to produce high-quality wine.

The tasting room business is situated in a 2,894 square foot building on a large parcel located at a convenient and well-traveled corner intersection.  With over a half-acre of licensed outdoor service area and an attractive mini vineyard for visitors to explore, this is the primary retail sales location for these estate wines.  With seven locally grown varietals, this winery has a track record of producing award-winning wines that can be found not only in their on-site tasting room, but also shipped to 38 states across the country.

Transaction Overview: Owner seeking 100% exit for retirement

View Teaser

Teaser form

Name(Required)
Email(Required)

Project Estate

Sell-side M&A
________________

Industry: Winery / Vineyard

Company Overview: This winery features 3.6-acres of estate grown wines, an established brand, tasting room, wine club, staff and 4-acres of existing vineyard infrastructure waiting to be planted.

The winery has an established wine club, which guarantees revenue at fixed times throughout the year.  Wholesale and distribution channels have been established.  A seasonal guest apartment by the tasting room provides additional revenue through Airbnb.

Transaction Overview: Owner seeking 100% exit, will stay on to support successful transition and future consultaiton

View Teaser

Teaser form

Name(Required)
Email(Required)