Press Release

G2 Capital Advisors, a leading full-service investment bank and restructuring advisory firm, announced the continued expansion of its investment banking team today with the addition of Heidi Piché, a managing director in the firm’s consumer and retail group. As Managing Director, Heidi will spearhead the firm’s efforts in the Consumer & Retail industry, leveraging her extensive expertise and industry knowledge to deliver exceptional advisory services to G2 clients within the Consumer & Retail vertical, specifically the restaurant and franchised business sectors. 

“We are thrilled to welcome Heidi as a senior member of G2’s consumer and retail team,” said President of G2, Matt Konkle. “Her deep experience and relationships across the consumer and retail space both complement our existing capabilities and reinforce our ability to deliver best-in-class client outcomes.”

Piché brings over 20 years of banking experience, primarily in helping middle-market restaurant companies raise capital for growth and/or M&A activity. Prior to joining G2, Heidi spent 15+ years at Wells Fargo, most recently as a Segment Leader within the Restaurant Finance Group. During her tenure, she was pivotal in establishing Wells Fargo as an industry leader in Restaurant Finance, executing high-profile transactions, fostering valuable client relationships, and developing innovative financial strategies. 

Before leading a division of the Restaurant Finance Group, Piché was an officer in the Credit Resolution Group, providing risk management and industry expertise to clients most impacted by the COVID-19 pandemic. She began her tenure at Wells Fargo as a Business Development Officer, managing and developing client relationships, working closely with both founder-owned businesses and private equity sponsors active in the C&R industry. Before joining Wells Fargo, she worked at Bank of America in the Corporate Banking Restaurant Group.

“Heidi’s appointment represents a significant milestone for our firm as we continue to strengthen our position in the consumer and retail sectors,” said Jeffrey Unger, Chairman & CEO of G2 Capital Advisors. “Her expertise and dedication to delivering exceptional client service align perfectly with our mission of providing best-in-class investment banking services. We are delighted to welcome Heidi to our team and look forward to the success she will have on the G2 platform.”

G2 Capital Advisors offers M&A advisory services, including sell-side and buy-side advisory capital markets, operational and financial restructuring, and related strategic advisory services to complement a client’s growth plan. With a distinguished track record of advising on nearly $4 billion in closed M&A transactions, providing integrated investment banking services for high-growth companies in the Consumer & Retail, Industrials & Manufacturing, Technology & Business Services, and Transportation & Logistics industries.


ITOCHU International Inc. is the North American flagship company of the Japan-based trading company, ITOCHU Corporation. Industrious Group Inc. (formerly Enprortech Corp.), wholly owned subsidiary by ITOCHU International Inc., is a leader in maintenance, repairing, and overhauling services (“MRO”) for heavy industrial machinery and equipment throughout North America.   


ITOCHU International Inc. and Industrious Group are working to become the leading North American solutions provider for heavy industrial machinery and equipment, bringing together innovative technologies and best-in-class engineering to deliver single-source solutions for the modernization, maintenance, and repair of industrial equipment, facilities, and complex manufacturing systems, through a targeted M&A effort. . 


G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to Industrious Group & ITOCHU International Inc., leading a strategic M&A effort focused on identifying and engaging with potential acquisition candidates in the renewable MRO services sector. Industrious Group and ITOCHU International Inc. partnered with G2 to leverage the firms’ deep-rooted expertise across the Industrials and Manufacturing practice area, particularly within the Industrial Equipment MRO segment.


In May 2023, Industrious Group, having been rebranded from Enprotech Corp., successfully executed the transaction  through the acquisition of American Hydro, a leading provider of hydropower turbine services to customers throughout North America. 

American Hydro was previously owned by Wärtsilä, a global leader in technology and lifecycle solutions for the marine and energy markets.  American Hydro is a supplier of hydro upgrades, specializing in the design, engineering, manufacture, installation and servicing of high-performance hydro-turbines and pumps. The business has a full-service modernization offering and capabilities for hydropower plants across North America. 

Chris Pascarella, CEO of Industrious Group Corporation commented “The Industrious Group is thrilled to join forces with American Hydro and leverage each other’s expertise to build out a more diverse business unit within the renewables and heavy industrials service market. With the support of our partners, ITOCHU, we have been examining the Hydro landscape and are optimistic in our ability to penetrate this market with Industrious Group’s existing infrastructure, American Hydro’s specialization, and ITOCHU’s global position. We thank the G2 team for running an efficient and collaborative mandate in helping our team partner with the highly reputable American Hydro business.”

Victoria Arrigoni, Managing Director of Industrials and Manufacturing at G2 Capital Advisors commented “It has been an honor to be a part of expanding ITOCHU’s footprint in the hydropower and renewables market. The opportunity for ITOCHU to expand to the hydropower space is a pivotal moment for their machinery division’s go-to-market strategy and positions the group well for further expansion into the renewable energy and other industrial end markets.”

About Industrious Group

Industrious Group is a global provider of high-value-added services, products, systems, and solutions for customers in steel, automotive, beverage, and other heavy industries. The business supports, maintains, repairs, and rebuilds heavy production equipment and controls. They also supply spare parts and sub-assemblies. Industrious Group is a subsidiary of ITOCHU International’s Machinery Division. 

About American Hydro, Inc.

American Hydro is a leading hydropower turbine provider in North America. The business is a supplier of hydro upgrades, specializing in the design, manufacture, installation and servicing of high-performance hydro-turbines and pumps. This business is headquartered in York, PA and was previously owned by  Wärtsilä. For more information, visit

About ITOCHU International

ITOCHU International Inc. is the North American flagship company of the Japan-based trading company, ITOCHU Corporation. ITOCHU International provides trading services for a portfolio of over twenty subsidiaries and affiliates within their 7 divisions: Textile, General Products & Realty, Energy & Chemicals, Food, Machinery, Metals & Minerals, ICT & Financial Business. For more information, visit

About Wärtsilä

Wärtsilä Corporation is a publicly traded Finnish company which manufactures and services power sources and other equipment in the marine and energy markets. The business is headquartered in Helsinki, Finland. For more information, visit

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets and restructuring advisory services to the middle market. We offer integrated, multi-product and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors. For more information, visit

G2 announced today that Kirk A. Waldron has joined the firm as a Managing Director in the Restructuring & Revitalization group. Mr. Waldron represents an integral part of the firm’s continued dedication to expanding the restructuring advisory team to support clients across North America. Kirk will leverage his C-suite restructuring and leadership experience to strengthen G2’s service offerings. He will report to Ben Wright, Chief Operating Officer, and will be based in Los Angeles, CA.

“As we strive to continuously enhance the suite of services G2 Capital Advisors delivers to its clients, Kirk’s experience and skillset as a seasoned leader will be instrumental in expanding and diversifying our restructuring and insolvency capabilities, including Interim management work. Further, with Kirk being based in Southern California, we look forward to focusing on market expansion in what we believe to be an important region for growth across all of our services,” said Ben Wright, Chief Operating Officer and Leader of G2’s Restructuring & Revitalization Group.

“Kirk’s hiring meaningfully enhances our Restructuring & Revitalization platform,” said Matt Konkle, President of G2 Capital Advisors. “His distinguished reputation as a leader and track record of success across complex situational dynamics align with G2’s culture of operational excellence and a commitment to creating value for our clients.”

Mr. Waldron has over 35 years of experience leading companies as an executive (Chief Restructuring Officer, Chief Financial Officer, Chief Executive Officer) and strategic advisor across various industry segments, especially business services and manufacturing. Kirk has extensive C-Suite leadership experience in public and private multi-location companies. Kirk specializes in operational and financial leadership, focusing on strategic and tactical assistance, change management, cost containment/reduction initiatives, turnaround, cultural integration, mentoring, and overall P&L/KPI development and monitoring. Over the course of his career, Mr. Waldron has successfully executed over 50 M&A transactions, countless credit facility negotiations, and supported over half a dozen high-profile distressed situations.

Kirk serves as Interim President for Marquee Event Group, a portfolio company of Dubin Clark and a client of G2 Capital Advisors. He is responsible for overseeing the executive management in running all facets of the company.  Additionally, Kirk serves as a board member on behalf of Chair-man Mills Corp, Canada’s largest event rental company. Over his career, he has served on various public and private equity-backed boards.

Before joining Marquee Event Group as Interim President, Kirk spent five years running his advisory firm, Tres Palomas, Inc. Under his leadership, the firm supported various-sized clients across many industries as a financial advisor and management consultant focusing on corporate improvement, turnaround and restructuring, and interim management services. Before launching Tres Palomas Kirk spent meaningful time in C-suite roles at Qual-Pro Corporation, InfoSonics, Classic Party Rentals, SMTEK International, and AML Communications Inc. He began his career at Ernst & Young where he spent five years as an integral member of the Audit team.

Kirk holds a B.S. in Business Administration from The University of Southern California, Marshall School of Business. He is also a licensed CPA (inactive) in the state of California.


CongruityHR (“Congruity” or the “Company”) is a leading outsourced human resources (HR) solutions provider offering HR, compliance, payroll, tax administration, employee benefits, and workers’ compensation and safety services to small and medium-sized businesses predominantly in the southeastern U.S. via a professional employer organization (PEO) and administrative services organization (ASO) model. Congruity has been a portfolio company of RFE Investment Partners (“RFE”) since 2021.


Congruity and RFE seek to bring the Company’s services to other small and medium-sized businesses across the United States while maintaining local relationships and brand value. To build on its organic growth momentum, Congruity identified a targeted acquisitions strategy to identify companies that can benefit from a partnership with a national, funded platform while maintaining a sense of autonomy in their market.


RFE and Congruity engaged G2 Capital Advisors, LLC (“G2”) as the exclusive buy-side advisor to identify acquisition targets that share Congruity’s approach to the industry. G2 built a holistic view of the PEO landscape and conducted market outreach to grow Congruity’s brand awareness and find like-minded PEOs that support a national reach through deep, local relationships.  

The process spurred the successful acquisition of Tampa, FL-based PEO JanusHR (“Janus”), a comprehensive, personalized HR services provider based in Tampa, FL. Janus brings PEO expertise and strong regional relationships to bolster Congruity’s growing presence in Florida and Southeast U.S. JanusHR was founded and led by Daneen Gurney, who previously had a 20+ year career with Oasis Outsourcing, where she started as one of the first sales representatives and quickly rose to District Manager, Regional Vice President, and then VP of Strategic Partnerships. Gurney managed eight (8) markets, opened over ten (10) offices, and helped manage several acquisitions for Oasis. Under Gurney’s leadership, JanusHR achieved significant market share in the Tampa Bay region.

“We are excited to welcome Daneen and the Janus team to the Congruity family. They bring a high level of industry expertise to our organization,” said Darrin Hunter, Congruity CEO. “The addition of JanusHR brings great value to Congruity’s portfolio and expands on our commitment to legacy brands, relationships, and people.” 

“Daneen and Janus stood out in our market conversations as an excellent fit with the Congruity strategy. Sharing the Congruity narrative with her and cultivating a relationship over time to ready her for a partnership revealed an exciting strategic fit and business opportunity. This is a great credential for the Congruity model and enhances our continued work in the market. We are glad to support Janus’ partnership with Congruity and are energized to realize more successes together in 2023,” shared Kerri Ford, Managing Director at G2 Capital Advisors.

About CongruityHR

CongruityHR is a Human Resource outsourcing company providing HR, compliance, payroll, tax administration, employee benefits, and workers’ compensation and safety services to small and medium-sized businesses predominantly in the southeastern U.S. via a professional employer organization (PEO) and administrative services organization (ASO) model. 

About JanusHR

A Tampa-based PEO, JanusHR provides comprehensive, personalized HR services for small to medium-sized businesses across Florida.

About RFE Investment Partners 

RFE Investment Partners is a private equity firm focused on making control investments in established small market companies in the United States. RFE is a long-standing firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market-leading middle-market companies. RFE is currently investing out of Fund IX.


Kerri Ford, Managing Director, Head of Technology & Business Services
T: 917.515.7585 E: [email protected]

Jereme LeBlanc, Managing Director, Buy-Side
T: 917.541.5164 E: [email protected]

Zachary Kalman, Associate
T: 413.351.1491 E: [email protected]

Jeremy Caulkins, Associate
T: 585.645.4472 E: [email protected]


Two weeks ago, Silicon Valley Bank (SVB) became known as the second-largest commercial bank failure in the history of the United States. In the days that followed the collapse, global financial markets witnessed intense turbulence, with several additional dislocations in the bank and credit markets and mounting distress across institutions that had been struggling against the backdrop of a sharp rise in interest rates this past year. With rapidly evolving, dynamic capital markets combined with the media frenzy surrounding the global economy, many fear what could come next. Investors and business owners should focus on safeguarding their businesses for the future. 

The G2 team supports its clients and industry partners regardless of circumstances. We guide companies through moments of complexity or rapid change through our deep operational experience and dedicated financial advisory expertise. Over the last 12 years, we have helped over 400 clients navigate complex situations across up and downtrend market cycles.  

If you are seeking guidance or looking to better understand potential business implications of the present state of the economy, G2 is here to help. Our restructuring & insolvency, capital markets, investment banking, and interim management teams are ready to extend support through these uncertain times. 

You are not alone. Here are some of the ways we can help:

  • Our restructuring and insolvency advisors can help triage portfolio exposure and evaluate risk for borrowers/portfolio companies.  
  • Our capital markets team can secure additional financing to ensure your companies have sufficient liquidity.
  • Our team of over 50 professionals is ready to support complex operational needs in helping your company proactively adapt to the changing environment, reduce costs, develop forecasts, and manage liquidity.  
  • We have a deep bench of interim management executives and subject matter experts to deploy as CEOs, CROs, or CFOs for short or long-term assignments to help your companies navigate the current environment.

Reach out to learn more about how we can support you today.



Peak Toolworks (“Peak”) is North America’s largest manufacturer of engineered diamond and carbide cutting tools serving the secondary woodworking, metal, composite, and other end markets.  With two manufacturing facilities and 12 service centers across the United States and Canada, Peak provides customers a regionally focused network of direct sales and service, offering direct access to the top cutting tool brands from one convenient source. Peak puts people first in everything they do, allowing them to be a trusted, reliable partner for their clients. 


Peak has a well-established reputation as the largest network in North America for cutting tools. To advance its service offering and capabilities to better service its clients, Peak implemented a successful M&A strategy to partner with a business that expands their geographical presence and service capabilities. 


G2 Capital Advisors, LLC (“G2”) served as the exclusive buy-side advisor to Peak, leading a bespoke buy-side effort focused on identifying and engaging with businesses with a strong market presence and service offering within the cutting & sharpening industry. 


G2’s mandate with Peak Toolworks began in 2020 and led to the successful acquisition of Expert Die Inc. The acquisition brings industrial knife sharpening to the Peak service portfolio, offering new sharpening & repair locations as well as new sales capabilities to Peak’s existing customers. Additionally, Peak’s acquisition of Expert Die Inc. creates new relationships that will lead to new avenues for growth.  

Kerry Baskins, President & CEO of Peak Toolworks, commented, “I am excited to add Expert Die to the Peak family. We are pleased with the work G2 Capital Advisors dedicated to this acquisition to help share our culture, goals, and vision with Expert Die.” 

“Expert Die, Inc. has an exceptional brand name and reputation. This acquisition will significantly grow Peaks footprint while also increasing our ability to drive additional value for our customers across the country. We are excited to continue executing on the Peak strategy and look forward to the company’s further growth.” 


Victoria Arrigoni, MD, Head of Industrials & Manufacturing M: 619.742.6441 E: [email protected]

Matt Ball, Vice President M: 978.914.4421 E: [email protected]

Zachary Kalman, Associate M: 413-351-1491 E: [email protected] 


PureRED is a leading marketing, data, and technology partner delivering digital content at scale. With over 50 years of experience, PureRED works with 14 of the largest 25 retailers in the country and provides fully integrated marketing and advertising capabilities for Fortune 500 brands across retail, consumer packaged goods, financial services, and specialty brands. 


Throughout its partnership with RFE, PureRED has grown and evolved as a marketing services business. To deeper serve its customers, PureRED sought additional strategic capabilities across retail marketing, technology-enabled, and analytics solutions. The team enlisted G2’s M&A advisory solution to enhance an extensive organic initiative to expand digital capabilities. 


G2 Capital Advisors, LLC (“G2”) partnered with RFE Investment Partners and PureRed Management as the exclusive buy-side advisor to the Company.  The partnership included a comprehensive strategy definition process to identify accretive growth opportunities and targeted outreach to relevant candidates in the marketing services industry. 


G2’s mandate with PureRED brought a successful acquisition of Haddad & Partners, a leading design and digital agency. The Fairfield, CT-based company maintains a global footprint to deliver design, copy & content, animation, digital delivery, and analytics solutions for multi-national brands in technology, financial services, and consumer products industries.

“This is a great day and we are energized about the possibilities this new partnership affords our clients and teammates,” said Brian Cohen, CEO at PureRED and H&P. “H&P’s expertise in content creation, innovation, and digital delivery complements PureRED’s technology, data, and creative offerings seamlessly. DJ and his team have built an impressive company, and their culture aligns perfectly with ours. The future is bright for all of us.”

“This is the next evolutionary step for H&P and we’re beyond excited to be taking it with PureRED. This move expands our talent pool and capabilities, and it also provides our clients with plenty of new offerings, while giving our global team some amazing opportunities for growth,” said DJ Haddad, Founder and Chief Creative Officer at H&P. “We look forward to the exchanging of cultures and ideas between our two companies and the benefits it’ll bring to all of our clients.”

Andrew Keleher, Director of Business Development at G2 Capital Advisors, and lead contact on G2’s engagement with RFE and PureRED added, “It is incredible to see these businesses join together. Through our close relationship with RFE, we built a robust strategy to support PureRED via add-on acquisitions. It is exciting to see how well DJ and Haddad & Partners fit that strategy, and we are thrilled to see how the businesses will continue to strengthen each other as a combined organization. G2 is looking forward to supporting continued growth for the organization in 2023.” 

About PureRED

PureRED is an award-winning, 600+ associate, PE-owned advertising, marketing, and technology company that creates and distributes digital content at scale for 14 of the largest 25 retailers in the US and provides Fully Integrated Advertising and Marketing solutions for Fortune 500 Consumer and Retail brands.

About Haddad & Partners

Haddad & Partners is a full-service, global creative agency made up of a veteran team of problem solvers, designers, copywriters, animators, developers, video producers, and all-around doers. Since 2007, they’ve worked tirelessly for some of the world’s biggest brands, such as Microsoft, Amazon, TD Bank, Fannie Mae, and Total Wine & More, in generating innovative and measurable creative campaigns while never losing sight of the importance of maintaining a highly collaborative remote working environment. 

About RFE Investment Partners 

RFE Investment Partners is a private equity firm focused on making control investments in established small market companies located in the United States. RFE is a long-standing firm founded in 1980 with over 40 years of experience investing in the lower middle market. RFE’s investment strategy is to transform its portfolio companies from the lower end of the market to fully professionalized and market-leading middle-market companies. RFE is currently investing out of Fund IX. 

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets, and restructuring advisory services to the middle market. We offer integrated, multi-product, and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor to our clients, including corporations and institutional investors.


Andrew Keleher, Director, Business Development T: 860.748.6480 E: [email protected]

Ben Stevenson, Associate: T: 412.680.9100 E: [email protected]

Jeremy Caulkins, Associate: T: 585.645.4472 E: [email protected]

Jereme LeBlanc, Managing Director, Buy-Side T: 917.541.5164 E: [email protected]

G2 today announced the appointment of John Grady, a seasoned financial services executive, as Senior Advisor. Grady will advise across G2’s investment banking and restructuring advisory practice. Working collaboratively with G2’s industry teams and product specialists, John will support firmwide efforts to deepen client relationships and provide senior-level guidance to the firm and its clients. 

Matt Konkle, president at G2 Capital Advisors, said: “We are proud to welcome John as a Senior Advisor at G2. John has a keen ability to identify opportunities for value creation, a wealth of experience, and an unparalleled track record in the financial services industry. His deep knowledge of complex advisory situations, senior executive relationships, and long-term connections will be a tremendous asset to our team and our present and future clients.”

“I have seen firsthand G2’s ability to serve as a partner to their clients and their commitment to maximizing value with a focus on long-term growth. I greatly respect the platform they have built, and I am thrilled to join such a dynamic team. I look forward to delivering value for G2’s clients, industry partners, and stakeholders,” said John Grady, Senior Advisor at G2 Capital Advisors.

John has over 30 years of financial services experience in senior positions across the asset management, private wealth management, and investment banking sectors. Most recently, John served as a Managing Partner at JTG Partners LLC, advising family offices, privately held corporations, wealthy individuals, and families on asset management, M&A, and Board governance. Additionally, he actively serves as a Senior Advisor to Gulf Bay Management Inc.  

“We are delighted to welcome John to the firm. His appointment as a Senior Advisor provides the G2 team with access to a seasoned executive with extensive knowledge of the financial markets and complex business environments. I am confident our clients and colleagues will appreciate his unique insights, credentials, and expertise across all aspects of the financial markets.,” said Jeffrey Unger, Chairman & CEO at G2 Capital Advisors.

Until the end of 2019, Mr. Grady was a Senior Advisor at Moelis & Company, specializing in asset management and real estate transactions. Before joining Moelis & Company in 2010, he was a Partner and Managing Director at Athena Capital Advisors in Boston. Previously, John was a managing director at Lehman Brothers responsible for the Investment Management Division in New England. Mr. Grady also spent 14 years at State Street Corporation, where he was a member of the Executive Operating Group and a Managing Director responsible for sales, client services, consultant relations, and charitable asset management for State Street Global Advisors.

Mr. Grady holds a B.A. from Boston University. John is a member of the Center for Coastal Studies Board of Advisors. He actively serves on the Board of Directors of Boston Children’s Hospital Foundation and was a founding board member of Brigham and Women’s Hospital and the South Shore Hospital Foundation. He is a Boston University Athletic Director’s Council member and a Trustee of the Belmont Hill School.

G2 Capital Advisors provides M&A, capital markets, and restructuring advisory services to the middle market. We offer integrated, multi-product, and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice.

G2 Capital Advisors is pleased to present its Consumer & Retail, Industrials & Manufacturing, Technology & Business Services, and Transportation & Logistics market updates. Click to download the full reports, including commentary and analysis on Q4 M&A and market trends within our core focus sectors. 


Consumer & Retail Market Trends:

While retail foot traffic rose for practically all categories, it wasn’t enough to counter the effects of inflation combined with deep holiday discounting. Inflation was up 6.5% from year-ago levels – while lower than the peaks seen earlier in the year, it was enough to dampen consumer confidence heading into holiday shopping. Moreover, food prices continue to climb, driving consumers to devote more of their dollars to necessities rather than discretionary goods.

Industrials & Manufacturing Market Trends:

After two years of pandemic-fueled disruption, a host of new challenges arose in 2022 for packaging businesses as increased inflation and interest rates, the war in Ukraine, and commodity prices hitting historic highs, impacted the pace of M&A activity. Despite the challenging macroeconomic environment, the appetite among private equity groups and strategic buyers for well-established packaging companies remained high.

Technology & Business Services Market Trends:

The US economic outlook remains unclear with a general negative sentiment. Increasing interest rates, supply chain issues, and geopolitical uncertainty are putting pressure on multiples in many segments of the market. Value creation and a focus on fundamentals will be key themes in 2023 with businesses and investors intent on how they build value organically and inorganically in line with core growth theses. For many privacy equity firms, the near-term focus will likely be on add-on acquisitions that enhance existing portfolio companies.

Transportation & Logistics Market Update:

As transportation and logistics providers navigate an uncertain economic and freight environment, operators in California are faced with an additional challenge as Assembly Bill 5 California (“AB5”) takes effect following numerous legal battles. AB5, which became state law in 2019, requires companies to reclassify many independent contractors as employees, prohibiting trucking companies from working with owner-operators and 1099 drivers in California. In an environment where a driver shortage persists, eliminating a strategy that provides trucking companies scalability and flexibility could have lasting implications across the freight market.

Questions? Please reach out to our team below.

Revenue was up 55% from 2021, and we have YOU to thank! Serving both investment baking and restructuring clients, our team collectively advised 133 engagements split across four industry teams with $920+ million of total transaction value. 

The firm grew substantially with the addition of 19 key team members, and we acknowledged the well-earned promotions of 10+ employees. As we look to 2023, the firm continues on a steep growth trajectory, with a steadfast commitment to meeting the evolving needs of our clients across all stages of the business lifecycle.

We thank you for your support and partnership and are eager to serve as your one-stop-shop in the pursuit of driving long-term growth & maximized value this year.