Industrial
Recapitalization of a regional logistics portfolio
Private Capital Advisory
Four assets
2025
Transactions
Selected engagements.
Details below are generalized. Client identities, terms, and values remain confidential, as they were when the work was undertaken.
Manufacturing
Ownership transition of a second-generation producer
Business Brokerage
Founder-held
2025
Mixed-Use
Joint venture formation for an infill development
JV Structuring
Two partners
2024
Healthcare
Disposition of a multi-site clinical platform
Investment Sales
Six locations
2024
Retail
Repositioning and long-term hold strategy
Asset Stewardship
Single asset
2023
Professional Services
Owner representation through a strategic sale
Owner Representation
Regional firm
2023