Articles from Harris Williams

Harris Williams Announces Senior-Level Promotions, Expands Global Leadership Team
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced several senior leadership appointments, including Jason Bass as co-head of M&A alongside Frank Mountcastle, Thierry Monjauze as head of Europe, and Joe Conner as co-head of the Transportation & Logistics Group.
By Harris Williams · Via Business Wire · February 24, 2026
Harris Williams Expands Frankfurt Office with Additions of Managing Directors Philipp Mohr and Mark Brune
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced it has hired seasoned bankers Philipp Mohr and Mark Brune as Managing Directors in the firm’s Frankfurt office.
By Harris Williams · Via Business Wire · July 1, 2025
Harris Williams Announces Senior-Level Promotions
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced the promotions of senior professionals across the U.S. and Europe:
By Harris Williams · Via Business Wire · February 26, 2025
Harris Williams Announces That Sam Hendler Rejoins Firm as Managing Director Focused on Healthcare IT
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced that Sam Hendler is rejoining the firm as a managing director focusing on healthcare IT, based in the Boston office. Mr. Hendler was previously with Harris Williams from 2005 to 2022 and was promoted through the ranks to managing director. He most recently was managing director of business development in the healthcare vertical at Thomas H. Lee Partners.
By Harris Williams · Via Business Wire · June 10, 2024
Harris Williams Announces Senior-Level Promotions
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced the promotions of senior professionals across the U.S. and Europe.
By Harris Williams · Via Business Wire · February 28, 2024
Harris Williams Hires Jonathan Abecassis as Managing Director, Private Capital Advisory
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced that Jonathan Abecassis has joined the firm’s London office as a managing director in the firm’s Private Capital Advisory Group, focused on providing a full range of primary and secondary advisory and related capabilities for clients in Europe. Mr. Abecassis most recently served as a managing director and head of capital solutions and GP advisory in the EMEA and APAC regions at Credit Suisse.
By Harris Williams · Via Business Wire · January 9, 2024
Harris Williams Hires Michael Kim as Managing Director, Co-Head of Technology Group
Harris Williams, a global investment bank specializing in M&A and private capital advisory services, today announced that Michael Kim has joined the firm’s San Francisco office as a managing director and co-head of its Technology Group. Mr. Kim brings over 25 years of technology M&A, merchant banking, and investment banking advisory experience to Harris Williams. He was most recently head of software investment banking at LionTree.
By Harris Williams · Via Business Wire · September 6, 2023
Harris Williams Advises Made4net on its Sale to Ingka Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Made4net, a portfolio company of Thompson Street Capital Partners (TSCP), on its sale to Ingka Group, IKEA’s largest franchisee and owner of 482 IKEA stores in 31 countries. Made4net is a global leader in cloud-based warehouse management systems (WMS) and end-to-end supply chain execution software. In conjunction with the acquisition, Ingka Group will be rolling out Made4net’s software across its global footprint of IKEA stores as part of its broader retail and digital transformation and strategy. The transaction was led by Andy Leed, Ryan Costa, Gunnar Shaw and Sean McGann of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · June 1, 2023
Harris Williams to Expand Service Offerings Through Merger With Sixpoint Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces its pending merger with Sixpoint Partners (Sixpoint), a global investment bank focused on private capital advisory. The combined entity will provide clients with expanded advisory services including M&A, capital solutions and primary fund placement.
By Harris Williams · Via Business Wire · April 20, 2023
Harris Williams Advises Buck on its Sale to Arthur J. Gallagher & Co.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Buck, a portfolio company of H.I.G. Capital (“H.I.G.”), on its sale to Arthur J. Gallagher & Co. (NYSE: AJG; “Gallagher”). Buck is a trusted HR, pensions, and employee benefits related consulting, administration services, and technology firm. The transaction was led by Derek Lewis, Bryce Walker, Maury Nolen and Michael Tuohey of the Harris Williams Business Services Group.
By Harris Williams · Via Business Wire · April 3, 2023
Harris Williams Advises Ethos Capital on its Acquisition of Newforma
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Ethos Capital LP (Ethos) on its acquisition of Newforma, a provider of project information management (PIM) software for architects, engineers, contractors, and owners worldwide. The transaction was led by Priyanka Naithani and Ryan Costa of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · April 3, 2023
Harris Williams Announces Senior-Level Promotions
Harris Williams, a global investment bank specializing in M&A advisory services, today announced the promotions of senior professionals across the U.S. and Europe.
By Harris Williams · Via Business Wire · March 7, 2023
Harris Williams Acts as Exclusive Financial Advisor to Thoma Bravo on its Investment in LOGEX
Harris Williams, a global investment bank specializing in M&A advisory services, announces it acted as exclusive financial advisor to Thoma Bravo, a leading software investment firm, on its investment in LOGEX, a portfolio company of Summa Equity. LOGEX is a leading healthcare analytics provider, which uses data to help healthcare providers and hospitals make better decisions and deliver optimum health outcomes for patients while reducing costs. LOGEX’s existing shareholders, the company’s founders, and Summa Equity will remain invested with the business and will work closely with Thoma Bravo and the executive committee to support LOGEX’s European growth and further drive innovation in healthcare analytics. The transaction was led by Julien Oussadon, Sylvain Noblet and Luke Clifford of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · March 2, 2023
Harris Williams Names Martin Keck as Managing Director, Technology Group
Harris Williams, a global investment bank specializing in M&A advisory services, today announced that Martin Keck has joined the firm’s Boston office as a managing director in the Technology Group. Mr. Keck was most recently a managing director at Needham & Company and brings nearly 20 years of advisory experience to Harris Williams, including sector-specific expertise across education technology, HR and talent technology, and non-profit software.
By Harris Williams · Via Business Wire · February 21, 2023
Harris Williams Advises Unleashed Brands on its Strategic Partnership with Seidler Equity Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Unleashed Brands, backed by founder Michael Browning, management, and a group of private investment firms, on its strategic partnership with Seidler Equity Partners (SEP). Unleashed Brands is the world's first youth enrichment franchise platform that includes category-leading brands Urban Air Adventure Park, Snapology, The Little Gym, XP League, Class 101 and Premier Martial Arts. The transaction was led by Ryan Budlong, Brent Spiller, Zach Ledwith, Ted Casey and Robert Mazzanti of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · February 15, 2023
Harris Williams Advises Scott Dunn on its Pending Sale to Flight Centre Travel Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Scott Dunn, a portfolio company of Inflexion Private Equity (Inflexion), on its pending sale to Flight Centre Travel Group (ASX: FLT; FCTG). Scott Dunn is one of the world's leading luxury tour operators. The transaction is being led by Will Bain, Ed Arkus, Krishna Patel and Ruben Pinheiro of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · February 2, 2023
Harris Williams Advises Prima Solutions on its Sale to Total Specific Solutions
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Prima Solutions on its sale to Total Specific Solutions (TSS), a subsidiary of Topicus.com (TSXV:TOI; Topicus) and part of Constellation Software Inc. (TSX:CSU; Constellation). Prima Solutions is a leading European insurtech company that helps insurance professionals transform existing legacy systems and streamline core business processes, thereby speeding up their digital transformation. The transaction was led by Julien Oussadon and Luke Clifford of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · January 27, 2023
Harris Williams Advises RoadOne IntermodaLogistics on its Recapitalization by Ridgemont Equity Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised RoadOne IntermodaLogistics (RoadOne), a portfolio company of Nonantum Capital Partners (Nonantum), on its recapitalization by Ridgemont Equity Partners (Ridgemont). RoadOne is a single source intermodal, distribution and logistics services company. The Harris Williams team that advised RoadOne was led by Jason Bass and Nick Petrick of the Transportation & Logistics (T&L) Group.
By Harris Williams · Via Business Wire · January 11, 2023
Harris Williams Advises The InterMed Group on its Sale to Cressey & Company LP and Health Enterprise Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised The InterMed Group (InterMed), a portfolio company of Granite Bridge Partners LLC (Granite Bridge), on its sale to Cressey & Company LP (Cressey) and Health Enterprise Partners (HEP). InterMed is a healthcare technology management services partner that provides an array of asset management options to its clients. The transaction was led by Andy Dixon, Tyler Bradshaw, Brian Jones and Sydney Pruitt of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · January 6, 2023
Harris Williams Advises Liquibox on its Pending Sale to Sealed Air
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Liquibox, a portfolio company of Olympus Partners (Olympus), on its pending sale to Sealed Air (NYSE: SEE; SEE). Liquibox is a global leader in liquid packaging and dispensing. The transaction is being led by Patrick McNulty, Brad Morrison, Ty Denoncourt, Chuck Walter, Andrew Katz and Zarek Stafford of Harris Williams.
By Harris Williams · Via Business Wire · November 10, 2022
Harris Williams Advises Utegration on its Pending Sale to Cognizant
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Utegration, a portfolio company of RLH Equity Partners (RLH), on its pending sale to Cognizant (NASDAQ: CTSH). Utegration is a full-service SAP® consulting and solutions company focused solely on the utilities and energy industries. The transaction is being led by the Harris Williams Technology Group and Business Services Group, including Priyanka Naithani, Anthony Basmajian, Derek Lewis, John Chase, and Joe Bourque.
By Harris Williams · Via Business Wire · December 12, 2022
Harris Williams Advises Bradford Health Services on its Sale to Lee Equity Partners, LLC
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bradford Health Services (Bradford Health), a portfolio company of Centre Partners, on its sale to Lee Equity Partners, LLC (Lee Equity). Based in Birmingham, Alabama, Bradford Health is a leading substance use disorder treatment provider in the Southeast. The transaction was led by Whit Knier, James Clark, Taylor Will and Teddy Reeve of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · October 31, 2022
Harris Williams Advises Ivy Rehab Physical Therapy on its Continuation Fund Transaction
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Ivy Rehab Physical Therapy (Ivy) on its continuation fund transaction. The transaction was led by Andy Dixon, Cheairs Porter and Lucas Scholl of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · October 6, 2022
Harris Williams Advises Denali Ingredients on its Pending Sale to Orkla Food Ingredients, a Subsidiary of Orkla ASA
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Denali Ingredients, a privately held, family-owned company, on its pending sale to Orkla Food Ingredients (OFI), a business area of Orkla ASA (Orkla). Denali Ingredients is a leading provider of custom specialty ingredients for the ice cream and frozen novelty industry. The transaction is being led by Brant Cash, Andy Warczak and Cam Cornwell of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · October 3, 2022
Harris Williams Advises Authority Brands on its Pending Sale to British Columbia Investment Management Corporation and Funds Advised by Apax
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Authority Brands, a portfolio company of Apax Partners LLP (Apax), on its pending sale to British Columbia Investment Management Corporation (BCI) alongside funds advised by Apax (Apax Funds), which will retain majority ownership. Authority Brands is the premier home service franchisor in North America. The transaction is being led by the Harris Williams Consumer Group, including Brent Spiller, Beau Pierce, Trey Shehan and Anya Bahros.
By Harris Williams · Via Business Wire · September 21, 2022
Harris Williams Advises Cority on its Acquisition of Reporting 21
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Cority, a leading global enterprise environmental, health, and safety (EHS) software provider and a portfolio company of Thoma Bravo, on its acquisition of Reporting 21, a portfolio company of CAPZA. Reporting 21 is a leading sustainability-focused SaaS platform and consultancy based in Paris. The transaction was led by Julien Oussadon, Erik Szyndlar and Brian Titterington of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · September 20, 2022
Harris Williams Advises Jordi Labs on its Sale to RQM+
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Jordi Labs on its sale to RQM+, a portfolio company of Linden Capital Partners (Linden). Jordi Labs provides a full suite of regulatory, investigative and other related analytical chemistry testing services primarily to medical device manufacturers. The transaction was led by Paul Hepper, Nick Owens, Cameron Thomas and Bethel Hailemichael of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · September 7, 2022
Harris Williams Advises Water Lilies Food, LLC on its Sale to Blue Point Capital
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Water Lilies Food, LLC (Water Lilies), a portfolio company of AUA Private Equity Partners, LLC (AUA Private Equity), on its sale to Blue Point Capital (Blue Point). Water Lilies is a manufacturer of frozen Asian appetizers that are primarily sold through supermarkets, club/mass stores, restaurants and ethnic markets. The transaction was led by Tim Alexander, Brant Cash, Brant Wilczek, Hannah Cho and John Cunningham of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · August 31, 2022
Harris Williams Advises Crash Champions on its Growth Investment from Clearlake Capital Group, L.P. and its Merger with Service King Collision
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Crash Champions, a portfolio company of A&M Capital Opportunities (AMCO), on its growth investment from Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and simultaneous merger with Service King Collision (Service King). Crash Champions is one of the nation's fastest growing independent collision repair companies. The transaction was led by Joe Conner, Jershon Jones, Elliott Yousefian, Taylor Rule and Richard Segal of the Harris Williams Transportation & Logistics (T&L) Group.
By Harris Williams · Via Business Wire · August 2, 2022
Harris Williams Advises Prima Solutions on the Sale of Prima XL to Duck Creek Technologies
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Prima Solutions on the sale of Prima XL, France-based Prima Solutions’ flagship commercial reinsurance technology solution, to Duck Creek Technologies (NASDAQ: DCT; Duck Creek), the intelligent solutions provider defining the future of property and casualty (P&C) insurance. The transaction terms also include an agreement to sell Prima Compliance for Solvency II, a compliance solution which Duck Creek intends to continue offering in the French marketplace. The transaction was led by Julien Oussadon and Luke Clifford of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · July 13, 2022
Harris Williams Advises Technical Safety Services on its Sale to Levine Leichtman Capital Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Technical Safety Services (TSS), a portfolio company of The Edgewater Funds (Edgewater) and JZ Partners (JZ), on its sale to Levine Leichtman Capital Partners (LLCP). TSS is a leading provider of testing, inspection, certification, and calibration (TICC) services to customers in the pharmaceutical, biotechnology, healthcare, and other life sciences end markets. The transaction was led by Luke Semple, Brian Lucas, Paul Hepper, Taylor Morris, Sean Bielawski and Keith Zukowski of Harris Williams.
By Harris Williams · Via Business Wire · June 23, 2022
Harris Williams Advises Bamboo Rose on its Strategic Investment from Rubicon Technology Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bamboo Rose, a portfolio company of McCarthy Capital (McCarthy), on its strategic investment from Rubicon Technology Partners (Rubicon). Bamboo Rose is a leading unified product lifecycle and supply chain software platform for retailers, brands, and suppliers. The transaction was led by Andy Leed, Erik Szyndlar, Ryan Costa, Nick DeGallier and Jeff Doremus of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · June 22, 2022
Harris Williams Advises Crete Mechanical Group on its Partnership with Ridgemont Equity Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Crete Mechanical Group (CMG), a leading provider of HVAC, electrical, plumbing, and building automation services to commercial, industrial, multi-family, government, healthcare, education, and other end markets, on its partnership with Ridgemont Equity Partners (Ridgemont). Alongside the founders and management team of CMG, Ridgemont has provided significant growth capital to enable the continued build-out of a leading network of mechanical services providers across North America. The transaction was led by Brian Lucas, Bill Greven and Sam Funkhouser of the Harris Williams Business Services Group and Luke Semple of the firm’s Energy, Power & Infrastructure Group.
By Harris Williams · Via Business Wire · June 2, 2022
Harris Williams Advises Dermatologists of Central States on its Partnership with SkyKnight Capital
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Dermatologists of Central States (DOCS), a portfolio company of Sheridan Capital Partners (Sheridan), on its partnership with SkyKnight Capital (SkyKnight). DOCS is a leading dermatology group practice with clinics located across Ohio, Michigan, West Virginia, Illinois, Indiana, Pennsylvania, and North Carolina. The transaction was led by Paul Hepper, Geoff Smith, Charles Busch and Teddy Reeve of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · June 2, 2022
Harris Williams Advises Terra Millennium Corporation on its Pending Sale to H.I.G. Capital
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Terra Millennium Corporation (Terra Millennium), a portfolio company of Court Square Capital Partners (Court Square), on its pending sale to H.I.G. Capital (H.I.G.). Terra Millennium is a leading national provider of outsourced industrial maintenance services, including refractory maintenance and other specialized services. Terra Millennium’s executive team, led by CEO Bryan Young, will continue to lead the company and remain as significant shareholders. The transaction is being led by Drew Spitzer, Matt White, Neha Shah, Sean Bielawski and Ken Black of the Harris Williams Energy, Power & Infrastructure (EPI) Group.
By Harris Williams · Via Business Wire · May 31, 2022
Harris Williams Advises Fairway Lawns on its Sale to Morgan Stanley Capital Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Fairway Lawns, a portfolio company of Prairie Capital (Prairie) and Rising Point Capital (RPC), on its sale to an investment fund managed by Morgan Stanley Capital Partners (MSCP). Fairway Lawns is a market leading provider of residential lawncare services, including weed control and fertilization, pest control, and tree and shrub maintenance. The transaction was led by Brent Spiller, Zach Ledwith and Christian Brumbaugh of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · May 19, 2022
Harris Williams Advises Imperial Dade on its Pending Investment from Advent International
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Imperial Dade, a portfolio company of Bain Capital Private Equity, on its pending investment from Advent International (Advent) and funds managed by Bain Capital. Imperial Dade is the leading distributor of foodservice packaging, facilities maintenance supplies and equipment in North America. The transaction is being led by Bob Baltimore, Graham Gillam, Rob Devlin, Phil Ashkenaz, Marlee Crossen and Lester Coleman of the Harris Williams Specialty Distribution Group.
By Harris Williams · Via Business Wire · May 3, 2022
Harris Williams Advises Excel Fitness Holdings on its Sale to Olympus Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Excel Fitness Holdings (Excel Fitness), a portfolio company of Altamont Capital Partners (Altamont), on its sale to Olympus Partners (Olympus). Excel Fitness is one of the country’s largest Planet Fitness franchisees. The transaction was led by Ryan Budlong, Zach England and Grant Shin of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · May 2, 2022
Harris Williams Advises Forest Holidays on its Pending Sale to Sykes Holiday Cottages
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Forest Holidays, a leading owner and operator of environmentally sensitive cabins in the U.K., on its pending sale to Sykes Holiday Cottages (Sykes), a portfolio company of Vitruvian Partners (Vitruvian). Forest Holidays is owned by an institutional investor group, which is led by Phoenix Equity Partners (Phoenix) and includes LDC. The transaction is being led by Ed Arkus, Will Bain, Krishna Patel, Michael Osborne and Andreas Illmer of the Harris Williams Consumer Group, and extends the firm’s track record in the travel sector.
By Harris Williams · Via Business Wire · April 8, 2022
Harris Williams Advises Kane Logistics on its Sale to ID Logistics
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Kane Logistics (Kane), a portfolio company of Harkness Capital Partners (Harkness), on its sale to ID Logistics. Kane is a value-added warehouse and distribution services provider whose solutions include contract packaging and assembly, fulfillment, and dedicated transportation. The transaction was led by Frank Mountcastle and Jonathan Meredith of the Harris Williams Transportation & Logistics (T&L) Group.
By Harris Williams · Via Business Wire · April 4, 2022
Harris Williams Advises Maillis Plastics Solutions on its Sale to Teufelberger and Sigma Plastics Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces the sale of Maillis Plastics Solutions (MPS), an independent subsidiary of Maillis Group owned by H.I.G. Capital (H.I.G.), to Teufelberger and Sigma Plastics Group (Sigma). MPS is a leading European stretch film and strapping manufacturer with a compelling value proposition and a clear commitment to product safety and sustainability. The transaction, led by Jeff Perkins, Florian Ripperger, Robert Engelhardt and Sebastian Ruff of the Harris Williams Industrials Group, extends the firm’s track record in the packaging sector.
By Harris Williams · Via Business Wire · April 4, 2022
Harris Williams Announces Senior-Level Promotions
Harris Williams, a global investment bank specializing in M&A advisory services, today announced it has promoted several senior professionals across the U.S. and Europe. These promotions reflect the leadership and contributions of these individuals to the firm’s strong growth over the past year, including record-setting transaction volume. The promotions include:
By Harris Williams · Via Business Wire · March 14, 2022
Harris Williams Advises Intermediate Capital Group PLC on its Investment in Travel Chapter Ltd
Harris Williams, a global investment bank specializing in M&A advisory services, announces Intermediate Capital Group PLC’s (LSE: ICP; ICG) investment in Travel Chapter Ltd (Travel Chapter), alongside the management team. Travel Chapter is a portfolio company of ECI Partners (ECI) and a leading platform for high-quality self-catering holiday rentals in the U.K. The transaction, led by Will Bain, Stefan van de Ven and Andreas Illmer of the Harris Williams Consumer Group, extends the firm’s track record in the travel and leisure sector.
By Harris Williams · Via Business Wire · January 27, 2022
Harris Williams Advises Veson Nautical on its Pending Significant Growth Investment from Francisco Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Veson Nautical (Veson), a portfolio company of Pamlico Capital (Pamlico), on its pending significant growth investment from Francisco Partners. Existing investors Pamlico and founder John Veson remain significant shareholders. Veson is a global market leader in commercial maritime software and data. The transaction is being led by Andy Leed, Thierry Monjauze, Erik Szyndlar, Ryan Costa, and Owen Hughes of the Harris Williams Technology Group and Jason Bass of the firm’s Transportation & Logistics (T&L) Group.
By Harris Williams · Via Business Wire · March 21, 2022
Harris Williams Strengthens European Presence With Appointment of Dr. Julian Feneley as Managing Director, Healthcare & Life Sciences
Harris Williams, a global investment bank specializing in M&A advisory services, today announced that Dr. Julian Feneley has joined the firm’s London office as Managing Director, Healthcare & Life Sciences (HCLS). Dr. Feneley brings close to 30 years of healthcare and life sciences industry experience to Harris Williams, and will lead HCLS’s European efforts, building on the firm’s expertise across the group’s key verticals, including pharma services, medical devices, and numerous healthcare provider segments.
By Harris Williams · Via Business Wire · January 20, 2022
Harris Williams Advises Lifemark Health Group on its Pending Sale to Loblaw Companies Limited
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Lifemark Health Group (Lifemark), a portfolio company of Audax Private Equity, on its pending sale to Loblaw Companies Limited (TSX: L; Loblaw), on behalf of its wholly owned subsidiary Shoppers Drug Mart (Shoppers). Lifemark is the leading provider of outpatient physiotherapy, massage therapy, occupational therapy, chiropractic, mental health, and other ancillary rehabilitation services through its approximately 300 clinics across Canada. The transaction is being led by Andy Dixon, Cheairs Porter, Andrew Hoft and Larsen Jones of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · March 17, 2022
Harris Williams Advises Mercer Foods on its Sale to Entrepreneurial Equity Partners and Mubadala Capital
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Mercer Foods (Mercer), a portfolio company of Graham Partners (Graham), on its sale to Entrepreneurial Equity Partners (e2p) and Mubadala Capital. Mercer is a leading provider of freeze-dried fruit and vegetable ingredients. The transaction was led by Tim Alexander, Brant Cash, Andy Warczak and Cam Cornwell of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · January 13, 2022
Harris Williams Advises Stonewall Kitchen, LLC on its Sale to TA Associates
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Stonewall Kitchen, LLC (Stonewall Kitchen), a portfolio company of Audax Private Equity (Audax), on its sale to TA Associates (TA). Stonewall Kitchen is a leading family of specialty food, home goods and personal care lifestyle brands. The transaction was led by Tim Alexander, Ryan Freeman, Kelly McPhilliamy, Andy Warczak, Hilary King and Jeremy Sachs of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · March 14, 2022
Harris Williams Advises DDW The Color House on Its Sale to Givaudan
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised DDW The Color House (DDW), a global privately held company specializing in natural color solutions for the food and beverage industry, on its sale to Givaudan, a global leader in fragrances and flavors. The transaction was led by Tim Alexander, Brant Cash, Andy Warczak and David Stead of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · December 9, 2021
Harris Williams Advises Forefront Dermatology on its Pending Sale to Partners Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is exclusively advising Forefront Dermatology (Forefront), a portfolio company of OMERS Private Equity, on its pending sale to Partners Group, a leading global private markets firm acting on behalf of its clients. Forefront is the largest dermatology group practice in the U.S. The transaction is being led by Geoff Smith, Tyler Bradshaw, Charles Busch, and Larsen Jones of the Harris Williams Healthcare & Life Sciences (HCLS) Group and Corey Benjamin and Ted Casey of the firm’s Consumer Group.
By Harris Williams · Via Business Wire · February 11, 2022
Harris Williams Advises Stokke on its Pending Acquisition of BABYZEN
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Stokke on its pending acquisition of BABYZEN, the leading French designer and manufacturer of premium baby strollers and accessories sold under the internationally-recognized YOYO brand. The transaction is being led by Ed Arkus, Brent Spiller, Konstantin Molinari and Michael Osborne of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · December 3, 2021
Harris Williams Advises Alcumus Group Limited on its Pending Sale to Apax Partners LLP
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Alcumus Group Limited (Alcumus), a portfolio company of Inflexion Private Equity Partners LLP (Inflexion), on its pending sale to Apax Partners LLP (Apax). Alcumus provides environmental, social, and corporate governance (ESG) software and technology-enabled services to over 45,000 customers. The transaction is being led by Thierry Monjauze, Erik Szyndlar, Brian Titterington and Mathew Tsui of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · February 11, 2022
Harris Williams Advises Pink Lily on its Investment from Cortec Group
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Pink Lily on its investment from an affiliate of Cortec Group (Cortec). Founded in 2014, Pink Lily is one of the fastest growing online women’s lifestyle brands in the country. The transaction was led by Ryan Budlong, Corey Benjamin, Beau Pierce, and Dylan Digmon of the Harris Williams Consumer Group and Keith Zukowski of the firm’s Richmond office.
By Harris Williams · Via Business Wire · December 2, 2021
Harris Williams Advises Valley Proteins, Inc. on Its Pending Sale to Darling Ingredients Inc.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Valley Proteins, Inc. (Valley Proteins) on its pending sale to Darling Ingredients Inc. (NYSE: DAR; Darling). Valley Proteins is a leader in recovering, rendering, and recycling animal by-products and waste cooking oil from the food industry to create sustainable solutions for animal feed, pet food, and renewable fuels. The transaction is being led by the Harris Williams Business Services Group and Consumer Group, including Ryan Freeman, Derek Lewis, Bernardo Villar and Christian Brumbaugh.
By Harris Williams · Via Business Wire · January 4, 2022
Harris Williams Advises BFG Supply on its Sale to Pamplona Capital Management
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised BFG Supply (BFG), a portfolio company of Incline Equity Partners (Incline), on its sale to Pamplona Capital Management (Pamplona). BFG is a leading technology-enabled distributor to the green industry. The transaction was led by Brian Lucas, Graham Gillam, Pete Morgan and Michael Tuohey of the Harris Williams Specialty Distribution Group.
By Harris Williams · Via Business Wire · November 9, 2021
Harris Williams Advises Convergint Technologies on its Investment from Leonard Green & Partners, L.P. and Harvest Partners, LP
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Convergint Technologies (Convergint), a portfolio company of the Private Equity Group of Ares Management Corporation (NYSE: ARES; Ares), on its investment from Leonard Green & Partners, L.P. (LGP) and funds managed by Harvest Partners, LP (Harvest). Convergint is a global leader in service-based systems integration. Bob Baltimore, Derek Lewis, Brian Lucas, Graham Gillam, David Shim and Brian Holden of the Harris Williams Business Services Group worked on the transaction.
By Harris Williams · Via Business Wire · December 16, 2021
Harris Williams Advises DDW The Color House on its Pending Sale to Givaudan
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising DDW The Color House (DDW), a global privately held company specializing in natural color solutions for the food and beverage industry, on its pending sale to Givaudan, a global leader in fragrances and flavors. The transaction is being led by Tim Alexander, Brant Cash, Andy Warczak and David Stead of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · October 11, 2021
Harris Williams Advises ISS A/S on its Sale of a Portfolio of U.S.-Based, Single-Service Janitorial and Specialized Services Contracts to Argenbright Holdings
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised ISS A/S (CPSE:ISS; ISS) on its sale of a U.S.-based portfolio of single-service janitorial and specialized services contracts to Argenbright Holdings. All other ISS businesses in the U.S., including integrated facilities services (IFS), cleaning and janitorial, aviation, and food service offerings, will remain unaffected by the transaction. ISS is a leading workplace experience and facility management company. The transaction was led by Derek Lewis, Brian Lucas, Taylor Morris, Pete Morgan and Brian Holden of the Harris Williams Business Services Group.
By Harris Williams · Via Business Wire · December 3, 2021
Harris Williams Advises Myers Emergency Power Systems on its Sale to Kohlberg & Company, L.L.C.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Myers Emergency Power Systems (Myers EPS), a portfolio company of Graham Partners, on its sale to Kohlberg & Company, L.L.C. (Kohlberg). Myers EPS is a leading provider of mission-critical, legally mandated emergency power and smart controls technologies. The transaction was led by Eric Logue, Giles Tucker and Chris Toussaint of the Harris Williams Industrials Group and Michael Tuohey of the firm’s Richmond office.
By Harris Williams · Via Business Wire · August 18, 2021
Harris Williams Advises IMIA Group Holdings on its Sale to The Carlyle Group and Stellex Capital Management
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised IMIA Group Holdings (IMIA), a portfolio company of J.F. Lehman & Company (JFLCO), on its sale to The Carlyle Group (NASDAQ: CG; Carlyle) and Stellex Capital Management (Stellex). IMIA is a leading provider of multi-disciplined marine services for the maintenance, repair and overhaul (MRO) and new construction of United States Navy (USN) vessels. The transaction was led by Doug Kinard and Elliot Cave of the Harris Williams Aerospace, Defense & Government Services (ADG) Group and Drew Spitzer, Matt White and Greg Waller of the firm’s Energy, Power & Infrastructure (EPI) Group.
By Harris Williams · Via Business Wire · November 11, 2021
Harris Williams Advises RQM+ on its Sale to Linden Capital Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised RQM+, a portfolio company of DFW Capital Partners (DFW) and Chartwell Investments Entrepreneur & Founder Capital (Chief Capital), on its sale to Linden Capital Partners (Linden). RQM+ provides regulatory and quality consulting and engineering for medical devices, in vitro diagnostics and combination products. The transaction was led by Paul Hepper, Nick Owens and Nathan Robertson of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · August 16, 2021
Harris Williams Advises Cosmic Pet on its Sale to Platinum Equity
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Cosmic Pet, a portfolio company of Guardian Capital Partners (Guardian), on its sale to Platinum Equity. Cosmic Pet, a leading designer, marketer and distributor of pet products, including toys, beds, collars and leashes, treats, feeders and bowls, and other accessories, will be combined with Platinum Equity portfolio company Petmate. Petmate manufactures, sources and markets a diverse product line that includes plastic and wire pet kennels, dog houses, toys, food storage, bedding, treats and chews, and other pet-related products and accessories. The transaction was led by Ryan Budlong, John Neuner, Zach England, Bernardo Villar and Jun Ye of the Harris Williams Consumer Group.
By Harris Williams · Via Business Wire · October 28, 2021
Harris Williams Advises Sparus Holdings, Inc. on its Sale to Ridgemont Equity Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Sparus Holdings, Inc. (Sparus), a portfolio company of Source Capital, LLC (Source Capital), on its sale to Ridgemont Equity Partners (Ridgemont). Sparus and its subsidiaries, Southern Cross and The Spear Group, deliver critical outsourced services to North America’s leading utilities. The transaction was led by Luke Semple, Matt White and Phil Hart of the Harris Williams Energy, Power & Infrastructure (EPI) Group.
By Harris Williams · Via Business Wire · August 11, 2021
Harris Williams Advises BluSky Restoration Contractors, LLC on its Sale to Partners Group and Kohlberg & Company, LLC
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised BluSky Restoration Contractors, LLC (BluSky), a portfolio company of Dominus Capital, on its sale to Partners Group, a leading global private markets firm acting on behalf of its clients, and Kohlberg & Company, LLC (Kohlberg), a leading private equity firm. Partners Group and Kohlberg will be equal equity partners in BluSky following the transaction. BluSky is a leading national property restoration company in the U.S. The transaction was led by Bob Baltimore, Brian Lucas, Taylor Morris, Pete Morgan and Bill Greven of the Harris Williams Business Services Group.
By Harris Williams · Via Business Wire · October 20, 2021
Harris Williams Advises H.I.G. Capital on its Strategic Growth Investment in Cleo
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised an affiliate of H.I.G. Capital (H.I.G.) on its strategic growth investment in Cleo. Cleo is a next generation cloud-based ecosystem integration platform that brings together end-to-end integration visibility across API, EDI and non-EDI integrations. The transaction was led by Erik Szyndlar, Andy Leed and Priyanka Naithani of the Harris Williams Technology Group.
By Harris Williams · Via Business Wire · June 15, 2021
Harris Williams Advises Vantage Elevator Solutions on its Pending Majority Sale to Ontario Teachers’ Pension Plan Board
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is serving as lead financial advisor to Vantage Elevator Solutions (Vantage), a portfolio company of Golden Gate Capital, on its pending majority sale to Ontario Teachers’ Pension Plan Board (Ontario Teachers’). As part of the transaction, Vantage’s current owner, Golden Gate Capital, will retain a significant minority ownership stake in the company. Vantage is a leading North American elevator component manufacturer, providing a broad portfolio of parts and components used in elevator systems, including door operators, traction machines, and controllers, among others. The transaction is being led by Tim Webb, Eric Logue, Patrick McNulty, Ty Denoncourt, Chuck Walter and Matt Crisafi of the Harris Williams Industrials Group.
By Harris Williams · Via Business Wire · October 13, 2021
Harris Williams Advises Heart of Hospice, LLC on its Pending Sale to LHC Group, Inc.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Heart of Hospice, LLC (Heart of Hospice), a portfolio company of EPI Group, LLC (EPI Group), on its pending sale to LHC Group, Inc. (NASDAQ: LHCG; LHC Group). The transaction is being led by James Clark, Nick Owens and Michael Mahoney of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · June 14, 2021
Harris Williams Advises Summit Interconnect, Inc. on its Sale to Affiliates of Lindsay Goldberg
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Summit Interconnect, Inc. (Summit), a portfolio company of HCI Equity Partners (HCI), on its sale to affiliates of Lindsay Goldberg. Summit is a leading provider of complex printed circuit boards focused on defense, space and high-performance commercial sectors in the North American market. The transaction was led by Chris Rogers, Chris Smith, Evan Clark and Elliot Cave of the Harris Williams Aerospace, Defense & Government Services (ADG) Group and John Arendale and Jenson Dunn of the firm’s Industrials Group.
By Harris Williams · Via Business Wire · September 27, 2021
Harris Williams Advises Hunt Valve Company on its Sale to Fairbanks Morse Defense
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Hunt Valve Company (Hunt Valve), a portfolio company of May River Capital, on its sale to Fairbanks Morse Defense (Fairbanks Morse), a portfolio company of Arcline Investment Management (Arcline). Hunt Valve designs and manufactures complex valves and electromechanical actuators that support critical system functions onboard key U.S. Navy platforms. The transaction was led by Chris Rogers, Doug Kinard, Evan Clark, Mike Rohman and Anya Bahros of the Harris Williams Aerospace, Defense & Government Services (ADG) Group and Giles Tucker of the firm’s Industrials Group.
By Harris Williams · Via Business Wire · September 14, 2021
Harris Williams Advises Tecta America Corporation on its Minority Investment from Leonard Green & Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Tecta America Corporation (Tecta America), a portfolio company of Altas Partners (Altas), on its minority investment from Leonard Green & Partners (LGP). Altas is retaining majority ownership in the company. Tecta America is a national leader in commercial roofing services in the U.S. The transaction was led by Bob Baltimore, Brian Lucas, Taylor Morris and John Chase of the Harris Williams Business Services Group and Chris Toussaint of the firm’s Industrials Group.
By Harris Williams · Via Business Wire · September 1, 2021
Harris Williams Advises SavATree on its Pending Sale to the Apax Funds
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising SavATree, a portfolio company of CI Capital Partners LLC (CI Capital), on its pending sale to funds advised by Apax (the Apax Funds). SavATree is a leading professional tree, shrub and lawn care provider. The transaction is being led by Brent Spiller and Zach Ledwith of the Harris Williams Consumer Group and Brian Lucas, Bryce Walker and Sam Funkhouser of the firm’s Business Services Group.
By Harris Williams · Via Business Wire · August 31, 2021
Harris Williams Advises Riggs Distler & Company, Inc. on its Sale to Centuri Group, Inc.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Riggs Distler & Company, Inc. (Riggs Distler), a portfolio company of funds managed by Oaktree Capital Management, L.P. (Oaktree), on its sale to Centuri Group, Inc. (Centuri), a wholly-owned subsidiary of Southwest Gas Holdings, Inc. (NYSE: SWX; SWGH). Riggs Distler is a leading provider of power and utility services throughout the Northeast and Mid-Atlantic regions of the United States. Under the terms of the transaction, Centuri acquired a 100% ownership interest in Riggs Distler for $855 million. The transaction was led by Drew Spitzer, Matt White, Greg Waller, Thomas Saunders and Phil Hart of the Harris Williams Energy, Power & Infrastructure (EPI) Group.
By Harris Williams · Via Business Wire · August 30, 2021
Harris Williams Advises CCRM (Colorado Center for Reproductive Medicine) Fertility on its Partnership with Unified Women's Healthcare, Altas Partners and Ares Management Corporation
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised CCRM (Colorado Center for Reproductive Medicine) Fertility (CCRM Fertility), a portfolio company of TA Associates (TA), on its partnership with Unified Women's Healthcare (Unified), backed by Altas Partners (Altas) and funds managed by the Private Equity Group of Ares Management Corporation (NYSE: ARES; Ares). CCRM Fertility is one of the nation’s leaders in fertility care and research. The transaction was led by Andy Dixon, Nick Owens and Andrew Hoft of the Harris Williams Healthcare & Life Sciences (HCLS) Group.
By Harris Williams · Via Business Wire · August 17, 2021
Harris Williams Advises Worldwide Express, LLC on its Sale to CVC Capital Partners
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Worldwide Express, LLC (Worldwide Express), a portfolio company of Ridgemont Equity Partners (Ridgemont), on its sale to CVC Capital Partners (CVC). Worldwide Express is a leading provider of third-party logistics (3PL) services. CVC will merge Worldwide Express with GlobalTranz Enterprises, LLC (GlobalTranz), another leading non-asset based provider of 3PL solutions. The combination is sponsored by a consortium led by CVC and GlobalTranz’s current lead investors, Providence Equity Partners (Providence) and PSG. Ridgemont, Worldwide Express management and GlobalTranz management will also retain significant stakes in the combined entity. The transaction was led by Jason Bass, Frank Mountcastle, Jeff Burkett, Jeff Kidd, Nick Petrick and Justin Icardo of the Harris Williams Transportation & Logistics (T&L) Group.
By Harris Williams · Via Business Wire · July 27, 2021
Harris Williams Advises Riggs Distler & Company, Inc. on its Pending Sale to Centuri Group, Inc.
Harris Williams, a global investment bank specializing in M&A advisory services, announces it is advising Riggs Distler & Company, Inc. (Riggs Distler), a portfolio company of funds managed by Oaktree Capital Management, L.P. (Oaktree), on its pending sale to Centuri Group, Inc. (Centuri), a wholly-owned subsidiary of Southwest Gas Holdings, Inc. (NYSE: SWX; SWGH). Riggs Distler is a leading provider of power and utility services throughout the Northeast and Mid-Atlantic regions of the United States. Under the terms of the transaction, Centuri will acquire a 100% ownership interest in Riggs Distler for $855 million. The transaction is being led by Drew Spitzer, Matt White, Greg Waller, Thomas Saunders and Phil Hart of the Harris Williams Energy, Power & Infrastructure (EPI) Group.
By Harris Williams · Via Business Wire · June 29, 2021
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