Overview
The Illuminate Group, a Tampa-based provider of cold chain design and management solutions, partnered with Compass Group Equity Partners, a St. Louis–based private equity firm, to launch a new cold chain platform. The transaction reflects Compass Group’s multi-year effort to align with a founder-led team positioned for significant growth in the rapidly expanding pharmaceutical cold chain sector.
Highlights
Our Role
We served as the exclusive investment banker to Illuminate Group, guiding the partnership process and securing Compass Group as the right growth partner.
Overview
Skymark Roofing LLC, one of the largest residential roofing companies in Central Florida, was acquired by Peak Roofing Partners, a portfolio company of Exuma Capital Partners. The transaction marks a major step in Skymark’s growth strategy, positioning the company for accelerated expansion across Florida under new ownership.
Highlights
Our Role
We served as the exclusive investment bank to Skymark Roofing, guiding the company through the sale process and securing a partner aligned with its vision for growth.
Overview
Midwest Healthcare Center Group, a physician-owned network of 12 locations across eight entities—including orthopedics, a hospital, pain management, anesthesia, imaging, and physical therapy—was acquired in 2024 by Surgery Partners for $350 million in an all-cash transaction. Surgery Partners operates more than 200 surgical facilities across 33 states and partners with 4,600+ physicians, serving over 600,000 patients annually.
Highlights
Our Role
We represented the physician ownership group, positioning the company to attract competitive bids. By highlighting growth potential and platform value, we secured a premium all-cash outcome with Surgery Partners, while preserving 30% ownership for the group’s continued participation in future success.
Overview
Shotzoom, a leading golf GPS and game-improvement app with over 45,000 courses worldwide, provides golfers with accurate GPS yardages, shot tracking, detailed statistics, course previews, and handicap index tracking. In 2024, the company was acquired by Golf Genius Software, a global leader in cloud-based golf tournament management, backed by MVP Capital Partners, Phase 2 Investments, and Symphony Ventures.
Highlights
Our Role
We advised Shotzoom’s shareholders through the sale, managing negotiations and the transaction process. The acquisition secured a competitive outcome, aligning shareholder goals with Golf Genius’s strategic expansion in the golf industry.
Overview
Tracker, a cloud-based recruitment and staffing platform, helps firms grow with integrated client management tools, analytics, and customizable reporting. The company was acquired by Greater Sum Ventures (GSV), a leading private equity firm with nearly 100 active technology portfolio companies across IT, healthcare, and financial services.
Highlights
Our Role
We advised Tracker’s executive team through the sale process, bringing the company to market, managing negotiations, and securing GSV as the ideal growth partner to support the company and its team.
Overview
Central Consulting Group (CCG), the largest Deltek Partner serving architecture, engineering, and construction firms, was acquired by Aktion Associates on June 30, 2021. CCG built sophisticated add-on solutions for top-tier AEC clients for over 14 years. Aktion Associates, a leading IT services and consulting firm, specializes in application services, managed IT, cybersecurity, and cloud hosting.
Highlights
Our Role
We advised CCG on its sale to Aktion Associates, recommending and executing a split between the IT services business and EleVia Software to maximize value. We managed negotiations and guided the transaction through closing, ensuring a strong strategic fit and future growth platform for CCG under Aktion.
Overview
cbi, a leading provider of IT risk management and cybersecurity solutions, was acquired by Converge Technology Solutions (TSX: CTS) for $47 million in April 2022. Converge is a Canadian-based, publicly traded company building a platform of hybrid IT infrastructure providers across the U.S.
Highlights
Our Role
We advised cbi through its sale to Converge, managing negotiations, structuring terms, and ensuring shareholder objectives were met while securing a strong strategic partner to accelerate cbi’s growth.
Overview
Founded in 1884, Sunniland Corporation is a leading provider and servicer of roofing solutions for contractors and industry professionals across the Southeast. The company was acquired by SRS Distribution, one of the nation’s top three consolidators of building product distributors, backed by private equity.
Highlights
Our Role
We ran a competitive sale process, securing a significantly higher valuation than prior unsolicited offers and negotiating favorable terms for the shareholders.
Overview
Founded in 1983, All Claims Repair & Consulting is a licensed and insured general contractor specializing in insurance restoration and consulting services, including mold remediation, fire damage, and water damage restoration. The company was acquired by Roebling Capital, a private equity firm focused on lower-middle-market businesses seeking liquidity and growth.
Highlights
Our Role
We acted as the exclusive financial advisor to All Claims, identifying Roebling Capital as the ideal partner and leading negotiations through to a successful close.
Overview
Climate Design, a leading residential HVAC, electrical, plumbing, and home-repair services company serving Tampa Bay, was acquired by Southeast Mechanical, a specialized home services provider expanding across the Southeast.
Highlights
Our Role
We ran a full sale process, identified Southeast Mechanical as the right strategic acquirer, and led negotiations through closing – achieving a premium outcome and successful exit for the owners.
Overview
Founded in 1970, Electric Supply of Tampa is Florida’s largest independent, value-added distributor of electrical supplies. In partnership with Supply Chain Equity Partners, a private equity firm specializing in distribution, the company established a platform for regional growth and expansion.
Highlights
Our Role
We advised Electric Supply on evaluating an unsolicited offer and then ran a targeted process that delivered significantly better terms and price from Supply Chain Equity Partners — ultimately achieving a valuation more than double the initial offer.
Overview
Founded in 1981, St. Armand’s Bakery grew into the premier bakery of Bradenton, producing more than 6,000 loaves at peak and generating eight-figure revenues. In 2021, the company was acquired by Engelman’s Bakery, a Shoreline Equity Partners portfolio company with a strong wholesale platform and expansion goals.
Highlights
Our Role
We guided St. Armand’s through a full sale process, targeting strategic buyers that could ensure operational continuity and allow the founder to retire. The transaction with Engelman’s delivered a strong valuation and a seamless succession for the business.
Overview
Sunstar Foods, founded as the sister bakery to St. Armand’s, grew into a high-capacity wholesale operation producing over 120,000 buns and rolls per hour on a 24/7 schedule. It was acquired by Engelman’s Bakery, a Shoreline Equity Partners portfolio company, as part of its expansion in commercial baking.
Highlights
Our Role
We marketed Sunstar Foods in tandem with St. Armand’s, identifying Engelman’s as the right buyer to deliver both a premium outcome and continuity. Post-closing, founder John V. joined Engelman’s to help build a new manufacturing line, continuing his passion for baking while securing a successful exit.
Overview
Women’s Care, one of the largest OB-GYN practices in the U.S. with 71 locations across West and Central Florida and more than 100 physicians, was acquired by private equity firm Lindsay Goldberg on September 29, 2017, for $550 million in cash. At the time of the sale, Women’s Care was delivering 80% of commercial-pay babies in the Tampa Bay region. Lindsay Goldberg, a $20B+ private equity firm, partners with founders and management teams to build long-term enterprise value.
Highlights
Our Role
We ran a competitive sale process on behalf of Women’s Care, generating 20 qualified offers and positioning the practice for long-term success. We advised ownership to partner with Lindsay Goldberg as the best strategic and cultural fit. The transaction secured a premium outcome while allowing the physicians to retain meaningful equity, ultimately delivering a highly successful second liquidity event upon exit.
Overview
Founded in the 1950s, Paradise, Inc. grew into the nation’s leading producer of candied fruit used by institutional bakeries and retailers for holiday baked goods. After more than 50 years of success, the company sought to transition ownership. Seneca Foods, North America’s leading provider of packaged fruits and vegetables, acquired Paradise Foods as part of a broader transaction.
Highlights
Our Role
We advised the board of directors on the sale of Paradise’s three core assets — navigating multiple parallel transactions. We identified Seneca Foods as the strategic acquirer for Paradise Foods, while also securing successful sales of Paradise Plastics and the company’s land, buildings, and equipment to separate buyers, ensuring full shareholder liquidity.
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