ACTIVE

Exclusive Advisor for:

DeBoer Financial

Sale to

Allworth Financial

October 2021

Exclusive Advisor for:

Savino Wealth

Sale to

CT Financial Part.

September 2021

Exclusive Advisor for:

Fagan Financial

Sale to

Wealth Navigation Advisors

December 2021

Participates in:

20 South Partners

Acquisition of

ISPN Network Services

February 2020

Exclusive Advisor for:

Millennium Ground & Water

Sale to

MTC Holdings

May 2019

Exclusive Advisor for:

Ouverson Sewer & Water

Sale to

Legacy Service Part.

May 2022

Participates in:

Sierra Madre

Acquisition of

Integrated Computer Solut.

April 2020

Participates in:

Blue Ono Capital

Acquisition of

EverOps Cloud Operatives

January 2022

Participates in:

Brockhurst Capital

Acquisition of

LexShares

December 2020

Participates in:

Bridgeway Mgmt.

Acquisition of

The Skin Center

January 2020

Participates in:

Big Branch Capital

Acquisition of

Tortorella Group

December 2021


IN PROCESS

Currently Engaged as Exclusive Advisor for:

Southern CA firm

Sale to

Strategic Buyer

Expected close 3Q 2022

Currently Engaged as Exclusive Advisor for:

TX & CA based firm

Sale to

Strategic Buyer

Expected close 3Q 2022

Currently Engaged as Exclusive Advisor for:

FL based firm

Sale to

Strategic Buyer

Expected close 3Q 2022

Currently Engaged as Exclusive Advisor for:

MA based firm

Sale to

Strategic Buyer

Expected close 3Q 2022

LOI Signed & In Dilgence

Camac Management

Acquisition of

Industrial Analytics Software company

Expected close 2Q 2022

Currently Engaged as
Exclusive Advisor for:

CA Manufacturing firm

Sale to

Strategic Buyer

Expected close 4Q 2022