Case Studies

Advised culturally iconic, digitally native jewelry brand GLD on a majority recapitalization with MarcyPen Capital Partners and Brand Velocity Group, securing brand-focused investors to fuel global expansion, scale omnichannel distribution, and elevate its influence as a tastemaker at the crossroads of hip hop, sports, and Youth Culture.

Advised the leading provider of luxury location trailers for the entertainment industry through a strategic sale to Hudson Pacific Properties, securing a partner aligned with the company’s culture and legacy to support continued growth and integration into a premier production services platform.

Facilitated the sale of a leading mental health and addiction treatment provider to Comvest Partners, securing a partnership to expand access, improve services, and preserve YBH’s patient-centered legacy.

Guided the iconic global leader in acoustic drums and percussion through a strategic sale to Roland Corporation, securing a culturally aligned partner to honor its legacy, drive innovation, and expand global reach while achieving a premium outcome for its founders.

Connected one of the nation’s largest private-label and co-manufactured snack producers with Falfurrias Management Partners, securing an investment to strengthen operations, drive market expansion, and preserve Snak King’s legacy as a family-led industry leader.

Navigated the premier Northern California residential HVAC provider through a strategic sale to Wrench Group, securing a culturally aligned partner to honor its service-driven legacy, fuel expansion into new markets, and support continued growth under new ownership.

Achieved a transformative outcome for a legendary children’s IP company through its sale to IVEST Consumer Partners, aligning the business with a partner committed to honoring its legacy, expanding global reach, and driving growth across content, licensing, and consumer products.

Led the award-winning innovator in microphone technology through a strategic sale to The Riverside Company, securing a partner to fuel continued growth at the convergence of professional and consumer content creation and achieving a premium valuation in under 45 days.