Our experience

The work behind
important transitions

Explore the businesses we have advised, the decisions they faced and our role in the work.

Fulcrum Acoustic Bose ProfessionalFinancial advisor to the seller · 2026

Completed business sales

  1. 012026

    Professional audio

    Fulcrum Acoustic

    Acquired by Bose Professional

    A Massachusetts audio-engineering business joins a broader professional-audio platform.

    Financial advisor to the seller
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  2. 022026

    Aquaculture

    A.R.C. Hatchery

    Majority investment by Mark and Jayne Conroy

    Transaction advice for a Cape Cod shellfish business serving growers and wholesale customers.

    Advisor to the seller, working alongside Paul Parker
    →
  3. 032025

    Specialty retail

    Walter Craig

    Sale of the business

    Advisory support for the sale of an established Alabama sporting-goods retailer.

    Advisor to the seller
    →
  4. 042024

    Waste & recycling

    Pratt & Little River Recycling

    Acquired by Waste Connections (WCN)

    Valuation, negotiation support and transaction work for a waste-hauling and recycling business.

    Strategic advisor to the seller
    →
  5. 052021

    Writing instruments

    Garland Writing Instruments

    Acquired by Pen Company of America

    An established writing-instruments business becomes part of a complementary manufacturing company.

    Advisor to the seller
    →
  6. 062019

    Building products

    Liberty Cedar

    Sale of Rhode Island operation assets and related real estate

    A business with operations in Rhode Island and South Carolina; this transaction covered the Rhode Island operation assets and related real estate.

    Advisor to the stockholders
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  7. 072018

    Veterinary services

    Bristol County Veterinary Hospital

    Sale of the veterinary practice

    Transaction advice for a veterinary practice in Seekonk, Massachusetts.

    Advisor to the seller
    →

Advisory engagements

Advice can begin
before a transaction

Some assignments focus on a specific financial or ownership question. We describe that work by its scope, separately from completed business sales.

Outdoor products · 2025

1791 Outdoor Group

Capital-raise advisory

Advisory services relating to a capital raise for the outdoor-products business.

Explore the advisory engagement

Specialty chemicals · 2017

Key Polymer

Financial strategy and sale preparation

Financial-strategy consulting and the preparation of a confidential business memorandum for an established manufacturer.

Explore Key Polymer advisory work

Your business brings its own questions

Let’s understand what matters to you

Tell us about the business, the decision you are considering and where you would value an advisor’s perspective.

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