Transactions

Since 2014 we have closed 48 transactions with a combined value of more than $620 million.

Selected deals

Castillo Facility Services
Escondido, California
has been acquired by
a national facility services platform backed by private equity
$14.5 million
Sell-side advisor to Castillo Facility Services, 2025
Henning Mechanical
El Cajon, California
has been acquired by
a regional home services group, with all 64 employees retained
$22 million
Sell-side advisor to Henning Mechanical, 2024
Pacific Rim Coatings
Chula Vista, California
has completed a recapitalization with
a family office; the founder kept 30%
$31 million
Sell-side advisor to Pacific Rim Coatings, 2024
Coastline Dental Labs
Carlsbad, California
has been acquired by
a strategic dental lab consolidator
$9.8 million
Sell-side advisor to Coastline Dental Labs, 2024
Mesa Verde Pools
Temecula, California
has been acquired by
a route-based pool service platform
$6.2 million
Sell-side advisor to Mesa Verde Pools, 2023
Baja Fresh Distributors
Otay Mesa, California
has been acquired by
a West Coast foodservice distributor
$18 million
Sell-side advisor to Baja Fresh Distributors, 2023
Sunridge Fire Protection
Irvine, California
has been acquired by
a private equity-backed life safety platform
$11.4 million
Sell-side advisor to Sunridge Fire Protection, 2022

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