CLIENTS WE'VE WORKED WITH Exclusive Advisor for: DeBoer Financial Sale to Allworth Financial October 2021 Exclusive Advisor for: Savino Wealth Sale to CT Financial Partners 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 Services Sale to MTC Holdings May 2019 Exclusive Advisor for: Ouverson Sewer & Water Sale to Legacy Service Partners May 2022 Participates in: Sierra Madre Acquisition of Integrated Computer Solutions 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
