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Transactions
Sales we have advised on, companies we have bought and backed, and the raises behind them. Project names stay confidential until the owner says otherwise.
Project Rentals - 2026
Engaged by Top 25 PE Firm to source $5-10mm million EBITDA in porta-potty rentals in NC/SC.
Project Rock - 2024-25
$25 million+ sale to NMS Capital and CSL Group. 6 offers, 3x Sellers Price Expectations.
Project Titan - 2025-26
$20 million+ sale of Titan to a family office. 150+ NDAs, 20 offers.
Touchstone Electric - 2025
Project Switch: $2 million investment by a Hillandale investor group in a residential and commercial electrical platform.
Horizon Roofing & Restoration
$3 million + commercial and residential roofing across the Carolinas. Matt is Chairman.
Polysonics
Acoustics and technology design since 1958 — over a hundred architect relationships.
Sidekick Therapy Partners
$15 million+ pediatric speech therapy in schools & clinics; #1 in TN & entered NC with the 2024 Speechcenter acquisition.
IndiAide
Remote therapeutic monitoring platform that makes between-session therapy trackable and billable.
Datavations
AI-powered market intelligence and data analytics platform built specifically for the building materials and home improvement industries.
Aiwyn
Founding investor in billing software for accounting firms, last valued at $400 million+ alongside KKR and Bessemer.
Private Business Roundtable
Founded in Charlotte; now 1,000+ owners, operators and investors across four markets.
Lat33 Capital
Strategic alternatives review, ending in a sale to J.P. Morgan.
HC Government Realty Trust
Board member and head of acquisitions through a $90 million preferred equity raise.
Gabelli Dividend & Income Trust
Co-led the $1 billion initial offering (IPO) and NYSE listing.