Transactions
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- All Transaction Types
- Mergers & Acquisitions
- Raising Capital
- Buy-Side Advisory
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- Financial Restructuring
- Cross-Border Transactions
- All Industries
- Energy, Power & Infrastructure
- Consumer Products & Services
- Industrial Services & Manufacturing
- Specialty Distribution
- Environmental & Sustainability
- Business Services
- Software & Tech-Enabled Services
- Healthcare
Energy, Power & Infrastructure
Mergers & Acquisitions
Adams is engaged in crude oil marketing, transportation, terminalling and storage tank truck transportation of liquid chemicals and dry bulk and recycling and repurposing of off-spec fuels, lubricants, crude oil and other chemicals through its subsidiaries, GulfMark Energy, Inc., Service Transport Company, Victoria Express Pipeline, L.L.C., GulfMark Terminals, LLC, Phoenix Oil, Inc., and Firebird Bulk Carriers, Inc. The Company was previously listed on the American Stock Exchange under the symbol “AE.”
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1982 by Bob Allen and led by Chris Sellers and Mike Hill, AHI is a leading manufacturer and distributor of quality masonry and related construction products for the Texas market, selling both directly to customers and through third-party building products distributors. The Company is headquartered in Alvin, Texas with additional locations in the Austin and Dallas-Fort Worth markets. AHI manufactures a variety of proprietary products, including Portland and masonry cements, brick cleaners, stucco coatings and cast stone, as well as performing a wide array of structural iron processing services. Manufactured products are sold under the Spectrum and Tex-Clean brands. AHI Supply serves single-family residential, multi-family residential and commercial markets.
Industrial Services & Manufacturing
Mergers & Acquisitions
Located in Port Arthur, Texas, PAT Tank is a leading turnkey provider of construction and repair of above-ground liquid storage tanks (“ASTs”) to a variety of industrial end markets across the United States. The company’s capabilities include tank design, fabrication, delivery, installation and coating services, as well as distribution and installation of related products. PAT Tank is strategically positioned in the heart of the United States Gulf Coast region with ready access to the most highly concentrated installed base of hydrocarbon ASTs in the country. Its services are in consistent demand due to the ongoing operating and regulatory requirements that drive regular tank installation, repair and upgrade.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1999 and headquartered in Collinsville, Oklahoma, Victory is a leading designer and manufacturer of industrial and commercial combustion, heat-transfer and steam production solutions, ranging from engineered firetube and watertube boilers and burners to heat recovery steam generators and high temperature hot water heaters. As part of the Company’s customer commitment, Victory provides extensive aftermarket customer support services, such as installation, commissioning and maintenance services, spare parts, burner and economizer retrofits and boiler fleet rental. Victory operates globally across a diverse and extensive group of industry sectors, including chemical, pulp & paper, food & beverage, bio-renewables, agriculture, education, healthcare, aviation and utilities.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1973, Texas Tool Traders is a leading retailer of fasteners, tools and other supplies serving the single and multi-family residential construction market across Texas. The company is headquartered in Weimar, Texas and operates 14 locations statewide, supporting customers in the Austin, Dallas-Fort Worth, San Antonio and Houston metro areas. The Company sells to homebuilders, contractors, roofers, fencers, pallet companies, homeowners and more.
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
Based in North Carolina, Wall Recycling is a premier provider of integrated waste and recycling solutions. With a commitment to sustainability and innovation, Wall Recycling provides full-service waste management for both commercial and consumer customers. This divestiture allows Wall Recycling to strategically focus on its core integrated waste operations. The Company plans to make additional acquisitions, looking to build upon its strong waste platform while maintaining its leadership in the North Carolina market.
Industrial Services & Manufacturing
Environmental & Sustainability
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Divcon Controls provides building automation consultation and custom design for the commercial and manufacturing industries.
Specialty Distribution
Mergers & Acquisitions
Texcel is a leading branded supplier of premium quality industrial and hydraulic hoses and fittings, fluid sealing products and related services. With over 40 years of commercial operations, Texcel has established a clear leadership position in the fluid conveyance market through significant, long-term investments in product development, platform infrastructure and exceptional customer service. Headquartered in Houston, Texcel has established a strong national footprint, serving top-tier independent distributors across the country out of facilities located in Texas, Illinois, Delaware, Alabama and Colorado.
Specialty Distribution
Mergers & Acquisitions
Founded in 1997 by David Rollen and headquartered in Coppell, Texas, Rock Materials is a wholesale distributor of natural and architectural cut stone, manufactured stone, cast stone and masonry supplies. Rock Materials also operates at a second location in Tomball, Texas, a suburb of Houston. Rock Materials is the largest provider of architectural stone within the state of Texas and the transaction marks a substantial expansion in this line of business for SRS. The Company’s senior management team will continue in their functions, leading this effort while retaining upside opportunity as shareholders in SRS post-closing.
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 2008, PurgeRite is the leading provider of mechanical flushing and filtration services for water-based HVAC and geothermal systems. The Company ensures these systems operate with maximum efficiency and reliability across a variety of critical environments, including data centers, semiconductor fabrication, K-12 schools, universities, medical centers and other advanced manufacturing operations. Clean, efficient systems reduce power and water usage, ongoing maintenance and downtime, delivering meaningful savings and peace of mind to facility owners and operators.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
Founded in 1985 and based in Deer Park, Texas, Miller Integrated Solutions is a leading industrial cleaning, environmental, and mechanical services company that operates within the downstream, midstream, and upstream hydrocarbon processing markets. With six strategically located facilities across its Gulf Coast footprint, Miller Integrated Solutions leverages its 400+ field-based crewmembers to support over 100 master service agreements across multiple recurring, maintenance-driven, service disciplines including tank cleaning, unmanned hydroblasting, vacuum truck services, spill cleanup, air mover & hydro excavation, chemical cleaning, vapor control, rubber lining & coating services, field specialty welding, mechanical maintenance and fabrication. The Company also has extensive experience in the environmental spill response industry and can build, clean and demolish equipment and structures, as well as support any environmental needs throughout the lifecycle of its customers.
Industrial Services & Manufacturing
Business Services
Mergers & Acquisitions
Founded in 2009 and based in Reno, Nevada, NDSS is the largest installer of drywall, stucco and stone materials for contractors serving the multifamily residential, commercial and housing markets in western Nevada and eastern California. The principals of NDSS will retain equity positions in the business and will continue in their leadership roles.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Based in Odessa, Texas, and established in 2003, eTech is a leading environmental remediation business providing regulatory mandated environmental consulting, soil sampling & testing, remediation, waste management, and long-term compliance services to a large base of blue-chip customers in the upstream, midstream, government, and industrial end markets throughout the Permian Basin. With over 125 skilled environmental technicians and professionals in the field, a top-tier safety record, and a robust portfolio of Master Service Agreements, the Company’s services allow them to work in a diverse array of environmental disciplines, including soil and groundwater testing, remediation, asbestos, mold and lead consulting, federal and state permitting assistance, and a broad range of compliance support. The partnership with KLH will enable the Company to accelerate its growth and continue to expand its service offerings throughout the United States.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
Headquartered in Houston, Texas and founded over 35 years ago, ZymeFlow is the worldwide leader in decontamination of hydrocarbon process equipment for entry, inspection, maintenance and effluent management. The proprietary ZymeFlow process prepares equipment for entry by simultaneously de-oiling while eliminating pyrophoric iron sulfide, hydrogen sulfide, benzene and other explosive gases. ZymeFlow products and services are currently utilized in refining, petrochemical, and LNG facilities for both onshore and offshore customers in more than 55 countries. ZymeFlow’s ecofriendly and patented products and services are highly efficient in the decontamination and maintenance of energy and chemical processing facilities in the United States and around the world.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1997, FCI is a vertically integrated provider of high-quality forged, heat treated, and machined pressure control connection products for the downstream, midstream, upstream, LNG, marine, aerospace, and defense markets. FCI’s product portfolio along with its forging and heat treat capability are highly complementary to Westbrook’s current offerings and will allow the combined platform to better serve a wider range of customers.
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
Headquartered in Texas City, Texas, Farmers Copper is a leading metal supply company. It is a legacy business descended from Farmers Marine Copper, a company that was founded in Galveston, Texas in 1920 by Les and Sidney Farmer. Farmers Copper supplies copper, brass and bronze alloys to a long-standing customer base across aerospace, marine, defense, oil & gas and electrical market segments in North America. The Company distinguishes itself with its excellent service, custom processing capabilities and outstanding delivery performance. The Company will be integrated into the industry-leading service center network of Wieland Metal Services, a business unit of Wieland.
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
Raising Capital
Cross-Border Transactions
Headquartered in Clackamas, Oregon, PNW operates a full-service ferrous and non-ferrous metal recycling business. The Company sells its recycled metal product to both international and domestic markets. PNW gathers scrap in North America and sells hundreds of thousands of tons of recycled metals to hundreds of domestic and international customers per year. PNW’s services are key to a growing circular economy, offering a low-cost replacement to virgin metal production. Recycled steel scrap saves approximately 70% of energy (95% for aluminum) and 55% of CO2 emissions when compared to virgin materials, according to the World Steel Association.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Through its subsidiaries, Matrix is a leading North American industrial engineering, construction, and maintenance contractor headquartered in Tulsa, Oklahoma with offices located throughout the United States and Canada, as well as Sydney, Australia and Seoul, South Korea. The Company provides services in three key operating segments: utility and power infrastructure, process and industrial facilities, and storage and terminal solutions.
Industrial Services & Manufacturing
Mergers & Acquisitions
Displayit builds custom environments from design to engineering to manufacturing to installation. Displayit takes the look and feel of the Company’s brand and build booths, kiosks, in-store fixtures and interiors around that image.
Consumer Products & Services
Mergers & Acquisitions
Founded in 1982, Brenham-based Del Sol Food is a family-owned and operated manufacturer of BRIANNAS Fine Salad Dressings, the leading premium salad dressing brand in the category. BRIANNAS is produced in small batches with high quality ingredients, and their products are sold in all 50 states and distributed worldwide to over 10 different countries.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 2008 and based in Alvin, Texas, Mat Tech has a complementary rental and transportation fleet that offers customers along the Gulf Coast mission critical products and services in support of maintaining, repairing and constructing industrial assets. The Company maintains a large and diverse inventory of mats, skids, pads, liquid containment tanks, portable toilets and other products. Mat Tech also transports and disposes of liquids and chemicals.
Business Services
Mergers & Acquisitions
Founded in 1976, Champions Hydro-Lawn is the leading commercial erosion control and turf establishment specialist in the greater-Houston market. The Company offers a full range of services including: mowing, handwork, overseeding, fertilization, irrigation, rehabilitation, storm water pipe replacement and other essential services for Municipal Utility Districts, commercial developers, HOAs, and other commercial clients.
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
Located in Houston, Texas, Enduro is a global leader in the design and manufacture of non-metallic composite products and solutions that deliver value to its customers. With a history of innovation and industry firsts, its fiber reinforced polymer (FRP) solutions have earned worldwide respect and recognition in many of its businesses, including TUFF SPAN™ building products, electrical cable management, water and wastewater structures, field services and custom FRP manufacturing. Employing diverse, manufacturing capabilities, Enduro provides lasting solutions for challenging conditions in industrial and infrastructure market segments like chemical processing, mining, water, wastewater, metal processing, fertilizer, power, pulp & paper, oil & gas, offshore and marine, food processing and mass transit.
Industrial Services & Manufacturing
Mergers & Acquisitions
For over 50 years, Powertherm Maxim has provided air intake and exhaust system accessories for large reciprocating engines. The Company’s silencers and catalytic converters abate sound and reduce emissions in the gas compression, power generation, energy infrastructure, marine, and industrial markets. Powertherm Maxim is headquartered in Houston, Texas with branch offices in Odessa and Fort Worth, Texas and El Reno, Oklahoma.
Consumer Products & Services
Mergers & Acquisitions
Founded in 1971 by Heida Thurlow, Chantal is the first woman-owned cookware business in the United States. For over 51 years, Chantal has designed premium kitchenware products that are sold nationally and internationally through multiple retail channels. The Company has become the most renowned name in enamel-on-steel cookware, specializing in teakettles, cooking and kitchen products, and assorted ceramics. Chantal was the first to bring dramatic color, tempered glass lids, stay-cool handles, and environmentally friendly cookware for cooking, serving and storing to the world’s market. The Company has received numerous design and utility patents for its innovative products, including one for the introduction of the innovative Hohner harmonica whistle.
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Cross-Border Transactions
Based in Billings, Aspen Air is a leading manufacturer and distributor of bulk liquid industrial gases in Montana and the surrounding states. Aspen Air supports a diverse industrial and medical base of customers including those in the energy and chemicals sectors, hospitals, and the very important packaged gases and independent distributor network.
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 2011 and based in Houston, Momentum provides exterior and interior glass and glazing solutions to the Texas region. Momentum delivers a complete line of design, manufacture and install services to meet the most demanding exterior and interior applications for commercial building projects in education, healthcare, municipal, office, multi-family and airport end markets.
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
Since 1979, C&D has been the Greater Houston Area’s premier scrap metal recycler. Led by Co-Founders Cindy and Dennis Laviage, C&D has become a household name across Houston given the team’s emphasis on and successful execution of its retail advertising campaigns. The Laviages built unrivaled brand recognition via near-constant television and radio commercials, establishing the now ubiquitous “We Pay You in $2 Bills!” trademark which generated over 14.6 million television and 15.0 million radio impressions in 2021 alone.
KSA Industries, Inc.
Energy, Power & Infrastructure
Advisory Services
Adams is engaged in the marketing, transportation, and storage of crude oil through its subsidiaries GulfMark Energy, Inc, Victoria Express Pipeline, L.L.C., GulfMark Terminals, LLC; the transportation of liquid chemicals and dry bulk through its subsidiary Service Transport Company; and the recycling and repurposing of off-spec fuels, lubricants, crude oil and other chemicals through its subsidiaries, Phoenix Oil, Inc. and Firebird Bulk Carriers, Inc. The Company is listed on the American Stock Exchange under the symbol “AE.”
Energy, Power & Infrastructure
Raising Capital
Adams is engaged in crude oil marketing, transportation, terminalling and storage tank truck transportation of liquid chemicals and dry bulk and recycling and repurposing of off-spec fuels, lubricants, crude oil and other chemicals through its subsidiaries, GulfMark Energy, Inc., Service Transport Company, Victoria Express Pipeline, L.L.C., GulfMark Terminals, LLC, Phoenix Oil, Inc., and Firebird Bulk Carriers, Inc. The Company is listed on the American Stock Exchange under the symbol “AE.”
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
Adams is engaged in the marketing, transportation, and storage of crude oil through its subsidiaries GulfMark Energy, Inc, Victoria Express Pipeline, L.L.C., GulfMark Terminals, LLC; the transportation of liquid chemicals and dry bulk through its subsidiary Service Transport Company; and the recycling and repurposing of off-spec fuels, lubricants, crude oil and other chemicals through its subsidiaries, Phoenix Oil, Inc. and Firebird Bulk Carriers, Inc. The Company is listed on the American Stock Exchange under the symbol “AE.”
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
Adams is engaged in the marketing, transportation, and storage of crude oil through its subsidiaries GulfMark Energy, Inc, Victoria Express Pipeline, L.L.C., GulfMark Terminals, LLC; the transportation of liquid chemicals and dry bulk through its subsidiary Service Transport Company; and the recycling and repurposing of off-spec fuels, lubricants, crude oil and other chemicals through its subsidiaries, Phoenix Oil, Inc. and Firebird Bulk Carriers, Inc. The Company is listed on the American Stock Exchange under the symbol “AE.”
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Thorpe Specialty Services is a leading specialty services provider in energy and industrial markets for maintenance and engineering for corrosion, refractory and scaffolding and insulation. Clients turn to Thorpe for reoccurring specialty services related to the maintenance of critical infrastructure assets operating in high-temperature and highly corrosive environments. From Fortune 500 companies to independent producers and EPC’s across oil & gas, chemical, power, pulp & paper, mining and other energy-intensive industries, Thorpe is a trusted partner for extending equipment lifecycles and increasing productivity for refineries, chemical, petrochemical and industrial plants.
Business Services
Mergers & Acquisitions
Established in 2010, Boa Logistics is a service-focused freight management company, utilizing technology to stay ahead of the competition. Boa specializes in refrigerated LTL freight movements and consolidation nationwide. Additionally, Boa also operates a cold-storage facility to serve its customers (Flow Cold Storage). Boa focuses on mission-critical movements of perishable temperature-controlled freight for medium-sized companies, with destinations including big-box retail, grocery, and restaurant distribution. Additionally, Boa handles dry freight and drayage-related movements and consolidations for customers.
Consumer Products & Services
Mergers & Acquisitions
Founded in Austin, Texas in 2001 by Rob Jones and Tim League, Mondo is an ecommerce enterprise that creates some of the world’s most sought-after collectibles. Mondo’s unique screen-printed fine-art posters, collectible figures and vinyl records regularly sell out online. Mondo collaborates with world-class artists to design and put their own spin on classic and contemporary film, music, video games, toys, apparel, books, television properties and other collectibles.
Consumer Products & Services
Mergers & Acquisitions
Fiesta Canning is one of the largest family-owned green chile processing plants in the United States. Located in the rural town of McNeal, Arizona, the Company started as a family farming venture more than 70 years ago and evolved into a high-volume producer of high-quality southwestern food products that include sauces, salsas and other fresh pack items. Fiesta Canning has a strong presence across commercial channels, serving as a trusted manufacturing partner for leading national brands, high-volume foodservice distributors, retail private label customers and its owned brands.
Permico Founders, LLC
Energy, Power & Infrastructure
Mergers & Acquisitions
Financial Restructuring
Permico Midstream is a development-stage midstream oil and gas company based in Houston, Texas. The Company is focused upon developing, constructing, and operating assets to transport and process natural gas liquids in Texas, as well as the domestic and international marketing of the end products.
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
The 600 Group (ASE: SIXH.L) is a diversified engineering group with a world class reputation in the manufacture and distribution of machine tools, precision engineered components and laser industrial systems. The Company is headquartered in the United Kingdom and operates from locations in North America, Europe and Australia, selling into more than 100 countries worldwide. The Machine Tool Solutions Division has a strong reputation in the market for metal turning machines with products ranging from small conventional machines for education markets, CNC workshop machines and CNC production machines.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
Plasson USA is a full line manufacturer of high-density polyethylene (HDPE) pressure pipe fittings from ½” to 65″ diameter and pressures up to 320 pound-force per square inch, and lower-pressure HDPE pipe up to 120″ in diameter under its Spirolite™ brand. The Company’s customers are distributors to industry, municipalities and commercial enterprises across North America. Following the acquisition, former parent company Plasson Ltd. will retain its core business distributing HDPE Electrofusion products throughout North America.
Industrial Services & Manufacturing
Mergers & Acquisitions
Metal-Matic is a global leader in the production of welded and drawn over mandrel carbon steel tubing for standard and specialty applications. The transaction included Metal-Matic’s four production facilities, which employ over 500 associates in Minnesota, Illinois and Ohio.
Consumer Products & Services
Raising Capital
Blue Link Wireless is AT&T’s second largest National Authorized Retailer with a combined footprint that extends to 231 locations across 21 states.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
Blue Link Wireless is AT&T’s second largest National Authorized Retailer with a combined footprint that extends to 231 locations across 21 states.
Specialty Distribution
Mergers & Acquisitions
Consumer Products & Services
Raising Capital
CE Workforce is a leading T-Mobile Preferred Retailer with operations in five states across the southeastern U.S.
Consumer Products & Services
Mergers & Acquisitions
Wireless World is a leading T-Mobile Preferred Retailer with operations in seven states across the U.S.
Energy, Power & Infrastructure
Business Services
Mergers & Acquisitions
Founded in 1988 and based in Houston, Texas, Power Plumbing is the largest plumbing-focused mechanical contractor serving multi-family builders throughout Texas. The Company has delivered best in class results, service, and value to customers for over 30 years while utilizing the latest technologies and offering a full range of capabilities that span the entire construction process.
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in Houston, Texas, McDaniel Metals has been a leading manufacturer of innovative, aftermarket HVAC components since 1982. The Company designs and fabricates primarily aftermarket components for the residential and commercial markets including curbs, curb adaptors, filter bases, economizers, dampers and other accessories, many of which improve indoor air quality and energy efficiency.
Consumer Products & Services
Mergers & Acquisitions
Web Deals Direct is amongst the largest global FBA sellers on Amazon with an owned-brand portfolio spanning several everyday use categories, including Home & Kitchen, Patio & Garden, Sports & Outdoors, Arts & Crafts, Pet Supplies and Office Products. The Company utilizes a sophisticated analytics platform that provides real-time visibility into all aspects of the business, from the production supply chain to a myriad of critical marketplace decision points. Extraordinary execution in high volume product identification, compelling branding, exceptional customer service and dynamic selling platform management, have afforded Web Deals Direct a massive base of 4+ star consumer reviews and a demonstrable leadership position in the FBA seller universe.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Founded in 1986 and headquartered in Baytown, Texas, EMSI is a leading environmental services company providing emissions leak detection and repair services. The Company designs and administers programs necessary for client compliance with a complex array of federal, state and local environmental regulations. EMSI employs more than 300 technicians within some of the largest refineries, petrochemical, natural gas processing, oil and gas pipeline, and specialty chemical plants in the United States. It serves more than 150 facilities in 38 states across the nation, with a leading presence in the Gulf Coast region.
Consumer Products & Services
Raising Capital
Blue Link Wireless is AT&T’s second largest National Authorized Retailer with a combined footprint that extends to 231 locations across 21 states.
Consumer Products & Services
Mergers & Acquisitions
Based in Cincinnati, Ohio, Easy Way is a specialized manufacturer of premium outdoor furniture products, providing full-service design and production services to luxury Home Décor retailers across North America. Easy Way’s unique operational configuration enables its retail partners to offer mass customization of fabric choices and rapid fulfillment to the end consumer, while benefitting from extremely short lead-times and significant improvements in inventory efficiency.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Bright is the dominant North American formulator and contract manufacturer of hair bleach and depilatory powders for leading global beauty brands, with a long-standing reputation for product quality, consistency and extraordinary customer service levels. Founded in 1989 and based in Santa Clarita, California, Bocchi is a high volume, liquids manufacturer of personal care products utilized in the hair care, skin & body care, and personal fragrance end markets.
Energy, Power & Infrastructure
Mergers & Acquisitions
Action Scaffold was founded in 1953 and operates as a leading provider of scaffolding rental equipment and services in its Southwest market. The Company brings industry leading experience on scaffolding products and safety, which has defined them as a top scaffold rental and erection business over the last 70 years. The Company understands the demands that scaffold dealers and contractors face, and accordingly provides its customers with quality products and services to meet stringent market requirements. Since 1953, Action Scaffold has built strong, long-lasting relationships in its region amongst industrial and commercial end users. As one of the founding members of the Scaffold & Access Industry Association, Action Scaffold continues to be a leader in the scaffold industry.
Energy, Power & Infrastructure
Mergers & Acquisitions
Founded in 1934 and headquartered in Houston, Texas, Griffin operates out of 11 locations across the country and is a leading provider of groundwater control solutions for large scale civil and infrastructure, industrial, power and commercial construction projects. With a legacy built around complex dewatering services, Griffin offers unique design, engineering, permitting and system installation capabilities with an extensive fleet of specialized pump equipment. Additionally, the Company provides a complete water management solution for its customers with its services, including highly technical water treatment system design, installation and management.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in New York and Texas, Flow Safe manufactures high quality and high-performance over-pressure protection solutions. Flow Safe’s experienced engineering and application staff are constantly developing unique and advanced OPP solutions for natural gas transmission and distribution, petroleum, chemical, power, food and beverage, marine and aerospace industries.
Industrial Services & Manufacturing
Mergers & Acquisitions
Quest specializes in designing, fabricating and installing premium millwork and case goods for a variety of commercial uses, including builders’ sales centers, design studios, hospitality, corporate offices and healthcare. Based near Houston, Texas, Quest had approximately $22 million in sales in 2019. Jon Deutser, president and CEO of Quest, will continue to run the company.
Industrial Services & Manufacturing
Business Services
Mergers & Acquisitions
Founded in 2002, JohnSon Fence is the largest designer and installer of decorative and functional residential fencing in the southeast Texas market. Founders John and Eric Dale, a father and son team, recognized the opportunity to professionalize a highly fragmented and poorly managed segment of the homebuilding industry. JohnSon Fence is one of the few companies capable of providing most types of fencing and gates, including wood picket, decorative wood, masonry (brick, stone), iron and ranch style. The Company’s customer base primarily comprises major homebuilders and residential developers. JohnSon Fence has grown its business by gradually building and leveraging a reputation for reliability by providing quality work and timely delivery that are unparalleled in the industry. The Company serves a large and growing list of communities in the region from its facility in Tomball, Texas.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
TriStar Global Energy Solutions, one of the leading hydrocarbon cleaning and decontamination companies in the U.S., elected to divest two subsidiaries: TriStar PetroServ and Global Vapor Control (collectively referred to as TriStar Tank Services). TTS provides specialized services focused on technical tank cleaning and degassing in refineries and midstream facilities in the Gulf Coast and throughout the United States.
Energy, Power & Infrastructure
Raising Capital
Manufacturers and sellers of disposable setting tools, power charges, and igniters used in the completion of oil and gas wells.
EZ Innovations Ltd
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
Web Deals Direct is amongst the largest global FBA sellers on Amazon with an owned-brand portfolio spanning several everyday use categories, including Home & Kitchen, Patio & Garden, Sports & Outdoors, Arts & Crafts, Pet Supplies and Office Products. The Company utilizes a sophisticated analytics platform that provides real-time visibility into all aspects of the business, from the production supply chain to a myriad of critical marketplace decision points. Extraordinary execution in high volume product identification, compelling branding, exceptional customer service and dynamic selling platform management, have afforded Web Deals Direct a massive base of 4+ star consumer reviews and a demonstrable leadership position in the FBA seller universe.
Consumer Products & Services
Raising Capital
Web Deals Direct is amongst the largest global FBA sellers on Amazon with an owned-brand portfolio spanning several everyday use categories, including Home & Kitchen, Patio & Garden, Sports & Outdoors, Arts & Crafts, Pet Supplies and Office Products. The Company utilizes a sophisticated analytics platform that provides real-time visibility into all aspects of the business, from the production supply chain to a myriad of critical marketplace decision points. Extraordinary execution in high volume product identification, compelling branding, exceptional customer service and dynamic selling platform management, have afforded Web Deals Direct a massive base of 4+ star consumer reviews and a demonstrable leadership position in the FBA seller universe.
Consumer Products & Services
Specialty Distribution
Mergers & Acquisitions
Founded in 2011 and headquartered in Belding, Michigan, Flat River is a value-added distributor of consumer products with full-service warehousing and fulfillment capabilities for the North American markets. The Company’s deep knowledge of the eCommerce retail ecosystem, vast product assortment and proven drop-ship capabilities provide both its suppliers and its eCommerce customers with a turn-key solution to drive sales through product identification, dimensional inventory management and industry-best fulfillment execution.
Consumer Products & Services
Mergers & Acquisitions
Founded in 1990 and based in Cranford, New Jersey, National Tree Company is the recognized leader in the design, procurement, sale distribution and fulfillment of seasonal décor products, specializing in the Christmas Holiday. Products include lifelike trees, wreaths, garlands, shrubbery and decorative accessories. National Tree’s customer base includes the largest e-Commerce and brick and mortar retailers in the United States and Canada. With five dedicated facilities, and a growing 3PL network across North America, National Tree is far and away the scaled industry leader, with volume fulfillment capabilities that enable massive assortment expansion and inventory efficiencies for its customers.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Headquartered in Houston, Texas, JMFA provides software and tech-enabled services designed to optimize overdraft programs for regional/community banks and credit unions. The Company serves more than 350 customers with its core overdraft privilege program. JMFA also provides vendor contract negotiation services and uses proprietary software and ongoing consulting to confirm compliance and identify areas of improvement with client overdraft programs.
$4,000,000
Environmental & Sustainability
Business Services
Healthcare
Raising Capital
Paragon Southwest Medical Waste (PSMW), which completed its second round of financing in November 2019, utilizes its patented CoronaLux™ technology to thermally destroy certain types of medical waste. This new financing will increase the capacity of PSMW’s facility in Anahuac, Texas by over 100%, allowing the Company to meet the high demand for its services. The CoronaLux™ system employs a low-energy, plasma-enhanced, pyrolytic process to safely and reliably destroy hazardous, chemical, biological, pharmaceutical and regulated medical waste. It also significantly reduces harmful emissions associated with high-temperature thermal processes such as incineration and conventional hot plasma incineration. The result is a more efficient and sustainable destruction process, which is much cleaner, safer and environmentally friendly.
Energy, Power & Infrastructure
Mergers & Acquisitions
Cross-Border Transactions
W&W is a leading provider of production infrastructure-related services to oil and gas producers operating in the Permian Basin. The Company operates through two primary divisions: (1) Maintenance, Repair and Overhaul (“MRO”) services, and (2) Pipeline Installation and Maintenance. W&W’s MRO division provides in-the-field, routine maintenance, monitoring, and inspection of production-related equipment, well-sites and pipelines that is required throughout the entire life cycle of a well. Additionally, W&W’s MRO division provides production facility construction, including the installation of tank batteries and compressor stations as well as their routine upgrades and expansions. The Company’s Pipeline division installs small diameter flexible and polyethylene pipelines, primarily for oil and gas gathering projects, well hookups and water transportation. Additionally, the Pipeline division provides ongoing retrofitting and maintenance services. W&W is headquartered in Odessa, Texas with additional facilities in Midland, TX, Monahans, TX and Carlsbad, NM.
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
Founded more than 25 years ago, International Assembly, Inc. is a leading value-added, asset-light manufacturing services business with impressively consistent growth over its operating history. The Company is headquartered in Texas and conducts its manufacturing services operations through subsidiaries located in Mexico.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Tanknology is the largest provider of environmental compliance testing and inspection services for retail fuel providers in the United States. Headquartered in Austin, Texas, the Company services more than 50,000 petroleum fueling and storage facilities per year, offers more than 30 compliance-related service offerings and holds 22 patents for leak detection and tank monitoring technology. Internationally, Tanknology licensees span more than 30 countries, providing services to the largest petroleum operators in the world.
Environmental & Sustainability
Software & Tech-Enabled Services
Mergers & Acquisitions
Founded in 1994, New Century is a leading provider of pipeline integrity management software and services to energy transportation companies. The Company is headquartered in Fort Collins, Colorado and provides software solutions, data management expertise, and extensive pipeline experience to enable a global network of customers in the oil and gas industry to manage pipeline integrity, meet regulatory compliance, and maximize safety and reliability.
Industrial Services & Manufacturing
Mergers & Acquisitions
Volta is a leading supplier of low and medium voltage control centers , low and medium voltage switchgear, and integrated electrical equipment centers and is supported by a team of strong engineers and technicians. Located in Houston, Texas, Volta maintains state-of-the-art fabrication capabilities which can handle significantly large projects and employs over 120 full-time employees.
$14,900,000
Business Services
Software & Tech-Enabled Services
Raising Capital
Financial Restructuring
Voice Media Group Inc. is a diversified media and marketing services company that specializes in serving advertisers, business owners and readers across the country as the digital heir to one of America’s most successful media organizations. Based in Denver, Voice Media Group today publishes four weekly alternative print newspapers with affiliated web properties and two additional digital-only platforms. The Company’s fast-growing digital marketing agency, V Digital Services (“VDS”), offers the most complete range of digital marketing services available targeting small and medium businesses, including organic and local search engine optimization, paid media placement, programmatic display advertising and social media management, among others.
Priest Equities, LLC
Consumer Products & Services
Mergers & Acquisitions
Raising Capital
Based in Grapevine, Texas, Amtel is a leading T-Mobile Premium Retailer (TPR) with 152 locations across multiple U.S. geographies, including Texas, California, Indiana, Ohio, Kentucky, New York and Massachusetts. Amtel is led by long-tenured wireless retail industry veterans who manage a team of highly talented, store-level employees that deliver world-class customer service and leading T-Mobile system operational performance.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Bright is the dominant North American formulator and contract manufacturer of hair bleach and depilatory powders for leading global beauty brands, with a long-standing reputation for product quality, consistency and extraordinary customer service levels.
Industrial Services & Manufacturing
Mergers & Acquisitions
Trantech is a designer, manufacturer and supplier of radiators and other cooling systems for transformers used in the generation, transmission and distribution of electric power. The Company’s products are sold to transformer original equipment manufacturers as well as utility and industrial aftermarket customers for repair and replacement applications.
Industrial Services & Manufacturing
Mergers & Acquisitions
Trinity Steel is a leading provider of structural steel fabrication services to the petrochemical, energy, diversified chemical, power, commercial construction and engineering industries. Headquartered in Trinity, Texas, the Company is one of the largest fabricators in the Gulf Coast region. The Company’s fabrication services include the cutting, drilling, welding, punching, burning and shearing of structural steel beams and plates.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Founded in 1979 and headquartered in Seattle, Global is an international leader in the marine services industry with decades of experience managing complex, critical, and technical projects in and around the water. Operating in some of the most challenging environments, the Company’s skilled and seasoned professionals offer clients five core services: marine construction, casualty response, environmental services, commercial diving, and energy services. The Company has six locations in the western U.S. and serves clients both domestically and abroad. Global will continue to operate under its current brand as a wholly-owned subsidiary of MER.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
SchoolAdmin is a market leader in admissions, enrollment and billing technology for K-12 schools. Working closely with over 400 customers, the Company has gained a deep understanding of the needs of parents and school administrators. SchoolAdmin is driven by a mission to improve a school’s ability to recruit, admit, enroll, and retain students through easy-to-use, feature-rich solutions.
Energy, Power & Infrastructure
Mergers & Acquisitions
Calculated Controls provides project control solutions and project management personnel to owners of industrial facilities, such as refineries and petrochemical plants, to assist in managing turnarounds and other major projects. The Company’s trained professionals include project controls managers, field planners, schedulers, cost engineers and similar professionals. Calculated Controls offers these resources on a temporary, as-needed basis.
Specialty Distribution
Mergers & Acquisitions
Founded in 1999 and based in Houston, Texas, MSI Supply is a leading distributor of pipes, valves, fittings, gaskets and fasteners to industrial customers across the Gulf Coast. The Company primarily focuses on sourcing materials for emergency situations and ongoing routine maintenance. MSI Supply offers more than 50,000 SKUs and utilizes its proprietary bidding software, which enables it to quote immediately upon request, and delivery often occurs within hours.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 2014 and headquartered in Indianapolis, SupplyKick is a leading eCommerce retailer, working directly with more than 50 brands to manage and optimize sales on Amazon as well as other eCommerce sites such as eBay and Walmart.com. The Company utilizes advanced technology and strategies to expand its partner’s online sales by managing marketing, advertising, logistics and compliance for its manufacturing partners.
Consumer Products & Services
Mergers & Acquisitions
Headquartered in Baton Rouge, LA, Louisiana Fish Fry provides a broad array of Louisiana-inspired food products, including spices and seasonings, seafood boils, breadings and batters, sauces and marinades, and rice mixes. The Company serves leading grocery and mass market retailers as well as foodservice customers nationwide. Founded by the Pizzolato family more than 30 years ago, Louisiana Fish Fry has earned an exceptional reputation for great tasting, authentic products, and outstanding customer service. Tony’s Seafood will continue to be 100% owned and independently operated by the Pizzolato family.
United Restaurant Holdings, LLC
Consumer Products & Services
Mergers & Acquisitions
Established in 1982 and headquartered in Minneapolis, MN, Buffalo Wild Wings, Inc. is firmly established as the dominant sports-themed dining chain in the U.S. The BWW Houston Partners, Ltd. entities were comprised of stores located in the greater Houston metro market: Sugar Land, Copperfield, Hedwig Village, The Woodlands and Atascocita. Prior to the acquisition, BWW Houston Partners, Ltd. was managed by Stephen Chappelear and Clifford Sadowsky, two of the longest tenured franchisees in the BWW system.
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1991, Patriot is a leading steel fabrication and erection company that provides turnkey structural and specialty steel services for commercial, industrial and municipal end markets. Headquartered in Dripping Springs, Texas, the Company has established a blue-chip customer base consisting of the largest commercial development and construction companies. Patriot primarily serves Texas but has completed projects in more than 10 states. It is one of two companies in Texas that is certified by the American Institute of Steel Construction to both construct and erect steel structures.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Raising Capital
Renegade Holding Company, LLC (dba Renegade Well Services and Renegade Automation, collectively “Renegade” or the “Company”) is a leading provider of recurring wellhead production and infrastructure services, operations and maintenance employment services, and automation services to blue-chip oil and natural gas producers. The Company operates in the nation’s most established oil and natural gas fields including the Eagle Ford, Permian, Barnett, Bakken, DJ, Utica, and Mid-Continent basins. Renegade provides essential above-ground maintenance services for oil and natural gas well-sites, as well as the associated production gathering facilities and pipeline infrastructure. The Company was founded in 2006 and is headquartered in Granbury, Texas, with additional field operations in Dilley, Godley, Odessa, and San Angelo, Texas as well as Canton, Ohio, and Hobbs, New Mexico.
Industrial Services & Manufacturing
Mergers & Acquisitions
Frontier Terminal is a 245 acre property located near Tulsa and the Port of Muskogee with over 4,300 feet of frontage on the McClellan-Kerr Arkansas River Navigation System. The property consists of a 348,000 barrel liquid asphalt blending, storage and distribution facility, a barge dock terminal and transloading facility with BNSF mainline rail running through the property. At the time of the sale, nearly 200 acres of the property remained available for further development.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Perennial, a provider of environmental consulting and inspection services, specializes in the preparation of environmental documents that comply with the National Environmental Policy Act (NEPA) and other federal, state, and local environmental laws and regulations. The Company’s capabilities include complete surveys and evaluations for biological and physical resources, cultural resources, and other environmental studies and inspections essential to ensuring environmental compliance. Perennial’s team of biologists, scientists, toxicologists, and environmental professionals provides technical environmental solutions and management with fresh perspectives and unparalleled efficiency.
Consumer Products & Services
Mergers & Acquisitions
EOS is a recognized industry leader in the production of high-quality nutritional supplement and OTC products. The company provides turnkey outsourced manufacturing and a broad range of laboratory support services to several of the most-recognized brands in the nutritional supplement and OTC product industries. EOS formulates and produces a wide range of supplement products that include probiotics, organics, specialty formulations, vitamins, minerals, botanicals and homeopathic OTC drugs. The company specializes in complex solid-dose delivery forms, principally tablets and capsules, with flexible bottling and packaging capabilities to meet a wide range of customer requirements.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Founded in 2005, PitStop is a leading distributor of heating oil, propane, kerosene and motor fuels serving retail and commercial customers throughout Southern Maine. The fastest growing portion of its fuel distribution business is its propane delivery segment, driven largely by the continued customer trend of converting from heating oil to propane. The Company delivers its services using its modern truck fleet and its network of bulk fuel terminals strategically-located throughout the Maine Lakes Region. The cold temperatures, high number of degree days and a lack of pipeline infrastructure make this one of the most attractive route-based heating oil and propane delivery markets in the country.
Paragon Southwest Medical Waste
Environmental & Sustainability
Business Services
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Paragon Southwest Medical Waste (PSMW) was formed through a joint venture agreement between Paragon Waste Solutions (PWS) and Gulfwest Waste Solutions (GWS) combined with an equity investment from an investment group. PSMW’s permitted medical waste facility in Texas uses Paragon’s patented CoronaLux™ system. This system employs a low-energy, plasma-enhanced pyrolytic process to safely and reliably destroy hazardous, chemical, biological, pharmaceutical and regulated medical waste. The CoronaLux™ system significantly reduces harmful emissions associated with high-temperature thermal processes such as incineration and conventional hot plasma incineration. The result is a more efficient and sustainable destruction process, which is much cleaner, safer and environmentally friendly.
Energy, Power & Infrastructure
Mergers & Acquisitions
Founded in Midland, Texas in 2004, Peregrine Pipeline Company, L.P. is a full service natural gas pipeline company specializing in midstream operations. Peregrine provides gathering and transportation of natural gas as well as compression, dehydration and marketing services.
Energy, Power & Infrastructure
Environmental & Sustainability
Software & Tech-Enabled Services
Mergers & Acquisitions
GeoFields is a leading global supplier of software and services for pipeline integrity data collection, management and risk analysis for the oil and gas industry. GeoFields’ software enables pipeline operators to collect critical integrity data, perform risk modeling and high consequence area (HCA) risk analysis, and prioritize pipeline integrity-related maintenance and asset management activities. The Company is headquartered in Atlanta, with offices in Houston and Denver.
Software & Tech-Enabled Services
Healthcare
Mergers & Acquisitions
Tango Health is a leading software and services company focused on supporting organizations to deliver a better benefits experience since 2008. Tango Health’s flexible solutions include decision support, benefits engagement, benefits communications, virtual open enrollment, and full-service ACA compliance and reporting.
Energy, Power & Infrastructure
Mergers & Acquisitions
JAG Energy Holdings is a Texas LLC that manufactures Automatic Custody Transfer (“ACT” or “LACT” when at the lease level) units and provides meter proving, vacuum, and other midstream related services. JAG Energy Holdings LLC owns 100% of JAG Energy USA Midstream, JAG Tanking of Texas, and Mission Measurements.
Consumer Products & Services
Mergers & Acquisitions
Founded in 2008, BL Development Group is a multi-unit franchisee of Bar Louie in the Michigan, Tennessee, Alabama and Florida markets, and is majority-owned and managed by Anthony Marougi and Zubin Antia, successful entrepreneurs with significant restaurant operating experience.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
The La Costeña Group is a global packaged foods leader whose operating companies include La Costeña (La Costeña-branded products), Sabormex (Clemente Jacques, Oro and Café Garat), Faribault Foods and Vilore Foods, amongst others. The La Costeña Group conducts business in over 30 countries world-wide and has a significant presence in the United States with manufacturing and distribution operations in Laredo, TX, Faribault, MN, and Tucson, AZ.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Founded in 1980, GB Tubulars is a leading distributor of Oil Country Tubular Goods and a provider of proprietary specialty connections. The Company’s key customers are major and large independent exploration and production companies and other tubular good distributors in the Gulf of Mexico. GBT’s tubular goods and proprietary specialty connections are used in all types of drilling operations with increasing use in U.S. land-based shale plays.
Business Services
Raising Capital
Hamilton Captive Management specializes in bringing captive insurance solutions to private companies, high-net worth individuals, and families. Hamilton Captive Management prides itself on its client-centered and customized approach to its growing base of clients.
United Cellular
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
Connectivity Source was founded in 1999 and is a leading retailer of wireless communication services, equipment, and related accessories for Sprint. From its founding, Connectivity has grown to become one of the largest Sprint Preferred Retailers in the country by overall system store count. The Company currently operates 146 locations across Arkansas, Arizona, Louisiana, North Carolina, Oklahoma, South Carolina and Texas.
Consumer Products & Services
Raising Capital
Connectivity Source was founded in 1999 and is a leading retailer of wireless communication services, equipment, and related accessories for Sprint. From its founding, Connectivity has grown to become one of the largest Sprint Preferred Retailers in the country by overall system store count. The Company currently operates 146 locations across Arkansas, Arizona, Louisiana, North Carolina, Oklahoma, South Carolina and Texas.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Sand Products Wisconsin operates a frac sand mine with mineral rights to more than 50 million tons of Northern White sand reserves across 1,100 acres in western Wisconsin. SPW’s wet and dry sand processing plants and unit train load-out facilities have an annual capacity of up to 1.4 million tons.
Strox Systems
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Screen Logix, a subsidiary of AXON Pressure Products, is a leading provider of aftermarket shale shaker screens used in the drilling of oil and gas wells. Shale shakers are part of the drilling fluid filtration system employed on rigs to remove solids from fluids as they return to the surface and are processed for re-use or disposal. The company manufactures replacement screens for nearly every make and model of shale shaker, and supplies manufacturers of solid control systems with private label screens.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Faribault’s beverage division is comprised of a state-of-the-art, SQF Level III-certified manufacturing plant in Elk River, MN, approximately 40 miles northwest of Minneapolis. Constructed in 2001, the plant serves as the leading private label supplier and contract manufacturer of pouch products to leading beverage brands. Its customer base includes Sunny Delight, Juicy Juice and Back to Nature, among others, which sell to a blue-chip group of grocery retailers, wholesalers and supercenters.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Founded in 2008, Utegration is a leading full service SAP consulting and implementation company serving the utility and energy industries. The company has built a strong reputation in the utility industry and today serves many of North America’s leading electric, gas, and water utilities with proven capabilities to enhance utility customer satisfaction, achieve regulatory mandates for service improvements, provide valuable business intelligence solutions to better manage enterprise assets, and help utilities address the digital transformation of the power grid. Utegration’s deep technical and utility sector expertise has positioned Utegration as a thought leader in the industry, as reflected by its recent recognition by SAP as Partner of the Year for the Utility Industry.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Alternative Well Intervention was founded by veterans of the well servicing industry in December 2012 to design, build and operate a best-in-class HWU optimized for offshore use in the GOM.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
MeriCal is a recognized industry leader in the production and packaging of high‐quality nutritional supplement products. Founded in 1965, the company provides value‐added contract manufacturing and custom bottling and packaging services, along with a broad range of laboratory support services to several of the most recognized retailers and nutritional supplement brands in the industry.
Its Founding Management Team
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
BOTE was founded in Destin, FL by Corey and Magda Cooper, with a singular mission: “Stand Apart through industry-shaping innovation, fresh ideas and simplicity to create a product that defines a lifestyle.” With that mindset, BOTE has rapidly emerged as one of the most prominent brands in the active outdoor lifestyle market by designing products that deliver step function improvements in functionality and ease-of-use, and that have design aesthetics that run away from the competition.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Alternative Well Intervention was founded by veterans of the well servicing industry in December 2012 to design, build and operate a best-in-class HWU optimized for offshore use in the GOM.
Energy, Power & Infrastructure
Raising Capital
MML Capital Partners is a leading transatlantic independent investment firm with over $2 billion invested in more than 100 platform businesses since 1988. MML backs leading management teams in companies that require capital for expansion, acquisitions, refinancing or recapitalizations. MML brings international resources and perspective to each market it serves through its investment teams in the UK, France and United States.
Business Services
Software & Tech-Enabled Services
Raising Capital
Headquartered in Austin, Texas, BP3 Global, Inc. (BP3) is the leading provider of business process and decision management (BPM) software and services, providing business process, decision management, and analytics software and services to the Fortune 500. Since 2007, BP3’s Brazos Platform has been powering thousands of digital transformations for their customers. BP3’s solutions and services have transformed customer experiences in financial services, retail, healthcare, and the energy sectors. BP3 goes beyond analytics by embedding insights into workflows to actually address the problems by connecting the dots between the customer experience and the enterprise. The largest corporations in the world depend on BP3’s operational services including: 24×7 solution support, process optimization, migration assistance, and cloud management.
Energy, Power & Infrastructure
Mergers & Acquisitions
Headquartered in Inola, Oklahoma, ParFab, which is comprised of ParFab Industries, LLC and ParFab Field Services, LLC, is a provider of components and field services for heat and pressure intensive applications related to the downstream energy infrastructure markets. ParFab focuses on steel fabrication, ASME coil welding, piping, refractory and industrial coatings services from its fabrication facility, and its field services division focuses on process heater erection, revamp / re-tubing, and other activities stemming from the downstream new capital and recurring maintenance cycles.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Based in Midland County, TX, Cactus Fuel is a leading provider of specialized fuel services to operators and drillers in remote locations in the Permian basin. Cactus Fuel was founded in 2012 by a management team with extensive oilfield service experience.
Environmental & Sustainability
Business Services
Mergers & Acquisitions
SouthWaste Services Holdings, LLC. and its subsidiaries (collectively “SouthWaste” or the “Company”) is a leading, vertically-integrated environmental services firm providing non-hazardous liquid waste collection, processing, and disposal services across the southern U.S. SouthWaste provides grease trap (i.e., brown grease) and commercial septic waste collection, cleaning, and maintenance services for over 4,600 customers which include restaurants, grocery stores, prisons, stadiums, hospital systems, and school districts. The Company’s five permitted processing and disposal facilities (Houston, Dallas, San Antonio, Lubbock, and Orlando) process over 91 million gallons of waste annually.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Raising Capital
Founded in 2000, Gibson Applied Technology & Engineering, Inc. (GATE) is a privately held consulting and engineering firm based in Houston, Texas that serves clients in the deepwater offshore oil and gas industry. GATE was established as a consultancy specializing in the areas of materials selection and corrosion control, subsequently expanding its capabilities to include flow assurance, commissioning & startup, water injection systems design, subsea engineering, operations readiness, chemical systems engineering and regulatory compliance.
Energy, Power & Infrastructure
Software & Tech-Enabled Services
Buy-Side Advisory
RigNet is a leading global provider of managed remote communications, telecoms systems integration and collaborative applications dedicated to the oil and gas industry, focusing on offshore and onshore drilling rigs, energy production facilities and energy maritime vessels. RigNet provides solutions ranging from fully-managed voice and data networks to more advanced applications that include video conferencing and real-time data services to over 1,100 remote sites in fifty countries on six continents, effectively spanning the drilling and production industry. RigNet is based in Houston, Texas.
Financial Advisory Services
Industrial Services & Manufacturing
Advisory Services
Tideland is a leading provider of marine aids-to-navigation (“AtoN”) systems worldwide. With offices located in the United States, Canada, Singapore, United Arab Emirates, China and the United Kingdom, the Company is one of the world’s largest providers of a full suite of AtoN products and services including lanterns, buoys, radio aids, audible aids and related installation and repair services. Founded in 1954, Tideland serves an internationally diverse customer base consisting of several thousand ports, national lighthouse authorities, coast guards and public and private corporations.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, with key locations in The Netherlands, the United Kingdom, Dubai, Germany and Singapore, Tideland is a leading producer of aids to marine navigation, sold under the Tideland and IMT brands. With navigation products and services used by, ports and harbors, marine authorities, offshore oil and gas, wind farms and military installations.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Alternative Well Intervention was founded by veterans of the well servicing industry in December 2012 to design, build and operate a best-in-class HWU optimized for offshore use in the GOM.
Specialty Distribution
Mergers & Acquisitions
XL Parts is the largest direct-to-the-installer automotive parts supplier in the Houston, Dallas/Fort Worth, Oklahoma City, and Baton Rouge metropolitan areas with over 67 stores. XL Parts stocks over 120,000 different part numbers, covering 175 product lines from multiple manufacturers, and is able to deliver orders to its installer customers in less than 45 minutes utilizing its differentiated distribution model. The company, founded by Ali Attayi in 2001, is headquartered in Houston, Texas.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Infinity is a leading U.S. industrial construction and maintenance contractor with in-house fabrication facilities providing services to the refining, petrochemical and gas processing industries. A family-owned business established in 1952, Infinity is headquartered in Clute, Texas, with six additional locations along the Texas Gulf Coast. The existing management team will continue to lead the business, which has approximately 2,500 personnel. Infinity currently has gross assets of around $92 million and is forecast to generate EBITA of $26 million in 2015.
Consumer Products & Services
Mergers & Acquisitions
Cross-Border Transactions
ABL Management is a Baton Rouge, LA based provider of dining services to the Correctional market, and its subsidiary, ABL Educational Enterprise, provides foodservice to the Higher Education markets.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
T&T Engineering is a leading provider of proprietary products and engineering services to the energy industry. Products include state-of-the-art drilling structures and drilling equipment that deliver superior operational safety, reductions in non-productive work, greater reliability and improved interface with other rig equipment and operations.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
Cross-Border Transactions
Sinomax USA, headquartered in Houston, Texas, has emerged as a world-class designer, manufacturer and marketer of soft-home bedding, including memory foam sleep products. Its product lines include mattress toppers, pillows and mattresses, as well as soft-home furniture.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Headquartered in Houston, T-Rex is a leading fabricator of complex subsea equipment packages for use in the offshore oil and gas production industry. Its products include custom designed subsea production modules for managing the flow of oil and gas from offshore wells. T-Rex’s projects are deployed globally across the Gulf of Mexico, West Africa, Central and South America, and the North Sea.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Rocaceia is a leading provider of oilfield accommodations and related equipment and services to drilling rig operators and well completion companies in the Eagle Ford shale formation of south Texas. The company leases these assets to clients under the Quality Lease Service, LLC (“QLS”) and Quality Lease Rental Service, LLC (“QLRS”) names.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Internet America (OTC: GEEK) is a leading wireless Internet service provider (“WISP”) focused on providing high-speed broadband Internet and related services to subscribers in areas not covered by traditional Internet service providers. The Company is headquartered in Houston, Texas and offers a product suite that includes wireless Internet, specialized e-mail, DSL Internet, dial-up Internet, Internet fax, and other various ancillary products totaling approximately 27,000 subscriber services in Texas, Missouri and Oklahoma.
Financial Advisory Services
Business Services
Software & Tech-Enabled Services
Advisory Services
Internet America (OTC: GEEK) is a leading wireless Internet service provider (“WISP”) focused on providing high-speed broadband Internet and related services to subscribers in areas not covered by traditional Internet service providers. The Company is headquartered in Houston, Texas and offers a product suite that includes wireless Internet, specialized e-mail, DSL Internet, dial-up Internet, Internet fax, and other various ancillary products totaling approximately 27,000 subscriber services in Texas, Missouri and Oklahoma.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
QIC is a leading testing, inspection and certification (“TIC”) company serving major and independent operators as well as manufacturers in the energy industry. The Company provides highly trained and experienced quality field inspectors, consultants, engineers and specialists to deliver customers mission-critical, quality surveillance and ensure asset integrity. Founded in 1990, and headquartered in Houston, Texas, the Company has expanded its presence globally with locations in Louisiana, the United Kingdom, Singapore and Malaysia.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in Pearland, Texas, PSC’s Barbeque Division is a leading manufacturer of private label charcoal briquettes, lump charcoal, lighter fluid, and wood chip products. The Company serves a diverse customer base across the grocery retail, mass merchandiser, wholesale, and other specialty retail channels, with its products sold in all 50 states. The Barbecue Division operates two manufacturing facilities with highly-automated packaging equipment in Missouri and Kansas along with third-party manufacturing capabilities in Mexico.
Healthcare
Mergers & Acquisitions
CCSC was founded in 2011 by Tom Lavin, MD, Chad Millet, MD and Najeeb Thomas, MD. The Company operates a full-service surgical hospital located in Metairie, Louisiana, a suburb of New Orleans. CCSC is owned by a group of distinguished, nationally-recognized physicians and offers a number of surgical specialties: bariatrics, neurosurgery, orthopaedics including total knee and hip replacements, women’s health, urology, otolaryngology, plastic surgery, general surgery, and pain management.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
CDB is a leading provider of data management solutions for IBM DB2 z/OS. CDB provides unique and innovative mainframe utilities that enable companies to expand their DB2 system to meet business needs while controlling the overall cost of the mainframe.
Consumer Products & Services
Mergers & Acquisitions
Headquartered in Houston, Kiva is a leading retailer of high-end branded kitchen and bath products and services. Kiva’s store offerings include appliances, decorative plumbing and hardware, cabinets and countertops as well as value-added design and consulting services. The Company has substantial operations in both Texas and key Southern California markets with nine state-of-the-art showroom locations.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in Houston, TriStar is the parent company of three industry leading specialty contractors: TriStar PetroServ™, Zyme-Flow® Decon Technology, and Global Vapor Control™. TriStar operates on a global basis and provides its customers with innovative and proven solutions for tank cleaning, waste processing, process unit decontamination, emissions control and degassing. These services are critical to the maintenance and operating efficiency of energy infrastructure in the downstream and midstream sectors, including refineries, petrochemical plants and midstream terminals.
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
SER is a leading service provider of geotechnical and environmental drilling, environmental remediation, amphibious excavation and marine transportation in logistically difficult marine environments. These areas include wetlands, swamps, bayous, rivers and other inland and near-shore bodies of water inaccessible to conventional drilling and excavation equipment. The Company, based in Carencro, LA, has provided these specialized services nationwide since its formation in 2004.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in Missoula, MT, NLI is a recognized industry leader in the production of high-quality nutritional supplement products, providing turnkey outsourced manufacturing and a broad range of laboratory support services to several of the most-recognized brands and retailers in the nutritional products industry.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, the Company is a North American leader in repair and maintenance of stationary components for industrial gas turbines. TRS Services, LLC combines customized service with a commitment to quality and turn times that are superior to other competitors.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Brenham, TX, Artex and its subsidiaries are a leading designer and manufacturer of custom wireline trucks as well as downhole tools and surface products. In addition to the core offering of custom wireline trucks, the Company performs comprehensive refurbishment services for both Artex and third party trucks. Artex’s trucks and associated products and services are critical to the production process and often designed to meet specific functional and geographic requirements for each customer, which have predominately been wireline service providers.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
John Soules Foods is the nation’s leading formulator, manufacturer and marketer of ready-to-cook and fully cooked beef and chicken fajita products as well as a variety of other high quality protein products. John Soules Foods’ operations are based in Tyler, TX, and its products are sold under the John Soules Foods brand as well as a select number of private label brands for a number of the country’s premier retailers.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Cross-Border Transactions
FHE USA LLC (“FHE” or the “Company”) designs, manufactures, pressure tests, certifies, assembles and distributes surface and subsurface wireline equipment primarily for the North American oil and gas industry. FHE markets new high-pressure equipment and expendables as well as delivers superior service and response time to provide customers with all the necessary tools and provisions to ensure economical and efficient wireline operations. The Company is headquartered in Fruita, Colorado with an additional location in San Antonio, Texas.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Universal Wellhead Services, LLC designs, sells, installs and maintains wellhead equipment and ancillary products, including valves, manifolds, and frac trees, as well as provides repair, remanufacture, and related field services for its customers in the oil and gas industry. UWS has in-house machine capabilities to quickly and efficiently repair existing customer owned wellheads. UWS has offices and full service shops based in Texas, Louisiana and Ohio.
Consumer Products & Services
Mergers & Acquisitions
Founded in 1968 and headquartered in Sioux Falls, South Dakota, Sullivan, Inc. is a recognized leader in the design, procurement, distribution and sale of seasonal and all-occasion home décor products that are sold principally to independent and specialty channel retail customers in the U.S. The Company’s primary product lines include holiday and celebration decorations, permanent floral and foliage products, home décor items and accessories.
Wyatt Energy, LLC & Whelk Bay Resources, LLC
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Raising Capital
Nautilus is a newly formed private firm specializing in direct investments in oil and gas assets located in the Permian Basin of Texas and New Mexico. The Company’s principal strategy for growth is to seek out quality, producing or exploratory oil and gas properties, which leverage the Company’s technical expertise. The Nautilus executive team averages over 30 years of experience and is led by CEO Stuart Burbach.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
La Costeña group is Mexico’s leading producer and marketer of canned peppers, beans and vegetables. Arizona Canning is a U.S. affiliate of privately held La Costeña group. Arizona Canning’s operations are based in Tucson, Arizona. The Company’s products are sold under the brand names: Sun Vista, Luck’s, Kern’s and Totis.
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Founded in 2002, Arlington International Aviation Products, Inc. is a leading provider of supply chain management services to the global aerospace and defense industries. AIAP’s value-added services include inventory management of C-class aerospace parts, maintenance of supplier relationships, quality assurance, kitting, bin management and usage forecasting. The Company is based in Arlington, Texas.
Financial Advisory Services
Specialty Distribution
Advisory Services
Grocers Supply is a leading distributor of Hispanic grocery products in the country, focusing on Texas-grown and Texas-made merchandise including grocery, general merchandise and health care and beauty products.
Business Services
Mergers & Acquisitions
Noble Logistics, Inc. is a national logistics provider of time critical delivery services to the automotive, healthcare and retail industries. The Company’s asset-light model utilizes third party subcontractors to provide multiple service lines, supported by in-house driver dispatch, route optimization, warehouse cross-docking and client service. Noble was founded in 1995 and is based in Houston, TX.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Affiliated Power Services, LP is the holding company for a portfolio of companies focused on providing industrial, commercial and marine repair and maintenance services throughout the Southwest United States. With more than 70 years of industry experience, an immaculate safety record, and full service capabilities, APS has established itself as an industry leader in its core service categories, including value-added turnkey industrial and commercial boiler services as well as marine vessel repair and maintenance. The Company maintains locations in Dallas, Houston, and Corpus Christi, Texas, as well as an independent shipyard facility in Channelview, Texas.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Renegade (or the “Company”) is a leading provider of recurring wellhead production and infrastructure services, operations and maintenance employment services, and automation services to blue-chip oil and natural gas producers. The Company operates in some of the nation’s most established and prolific oil and natural gas fields including the Permian Basin, Eagle Ford, Barnett, and Utica shale regions. Renegade provides essential above-ground maintenance services for oil and natural gas wellsites, as well as the associated production gathering facilities and pipeline infrastructure. The Company was founded in 2006 and is headquartered in Granbury, Texas, with additional field operations in Dilley, Godley, Decatur, Stockdale, Odessa, Carrizo Springs and San Angelo, Texas, as well as Canton, Ohio. The Company will continue to be led by its current management team.
Financial Advisory Services
Industrial Services & Manufacturing
Advisory Services
Consumer Products & Services
Raising Capital
PizzaRev is a Los Angeles-based fast casual pizza chain that is reinventing the way America eats its favorite food by delivering a truly interactive dining experience where customers craft their own pizzas, choosing from a wide variety of premium-quality ingredients, in any amount, for one price. PizzaRev fires its pizzas in a stone-hearth oven, which produces a delicious, crispy Roman-style thin pizza in less than 3 minutes.
Business Services
Mergers & Acquisitions
Headquartered in San Ramon, California, ConGlobal Industries, Inc. is North America’s largest full-service supplier to the intermodal industry, providing depot and container yard services, equipment sales and transportation services. ConGlobal provides equipment repair, maintenance, storage and redistribution services to global shipping and leasing companies. ConGlobal is also a leading retailer of standard and modified equipment in new and used condition to consumers, corporations, and government and military institutions. Additionally, ConGlobal provides transportation services to reposition equipment and manage large or special delivery projects. The Company is built on a network of 31 locations in the U.S., Mexico and Costa Rica.
Undisclosed Buyer
Energy, Power & Infrastructure
Mergers & Acquisitions
Terra Renewal rents frac tanks and half pits to oilfield service providers and operators of oil and gas wells. Its tanks are typically used to store water used in the completion of new wells and capture water and fluids flowing back from the wells as oil and gas is extracted, and are lined to resist the corrosive effect of these liquids. Terra Renewal’s tanks are located in major oil and gas production areas of Oklahoma, Pennsylvania and Texas. The Company owns 248 wheeled frac tanks with 500 barrel capacity and 48 half-pits, which are essentially similar but smaller tanks used in the collection of used production fluids in lieu of earthen pits or other temporary, less environmentally friendly solutions.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Giddings, Texas, L.F. Manufacturing, Inc. is a leading manufacturer of fiberglass molded products primarily used in the oilfield, industrial and wastewater infrastructure industries. The Company utilizes state-of-the-art chop and filament winding equipment to produce high quality fiberglass products. LFM’s fiberglass reinforced plastic composite materials are a key technological alternative to steel or concrete based similar products, providing both product durability and longevity.
Energy, Power & Infrastructure
Mergers & Acquisitions
Headquartered in League City, Texas, CertifiedSafety Inc. is a leading provider of specialized safety and productivity services for major plant events such as turnarounds, shutdowns, outages, ongoing maintenance and capital projects. The Company serves the chemical, refining and power industries throughout the United States.
Energy, Power & Infrastructure
Mergers & Acquisitions
QCS designs, engineers, manufactures and delivers deepwater and shallow water connector solutions to the subsea pipeline industry in the U.S. and internationally. Headquartered in Houston, Texas, the Company supplies products for pipeline construction, tie-ins, repairs, abandonments, hot taps and re-routes.
Industrial Services & Manufacturing
Mergers & Acquisitions
Griffin is a national provider of groundwater control solutions with a breadth of integrated products and services tailored to meet the complex challenges of large-scale construction dewatering and groundwater control projects. Griffin was founded in 1934 in Bronx, New York as a family owned and operated business and has since grown to become the established leader in the groundwater control industry in North America.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, EnerSafe is a turnkey provider of hydrogen sulfide safety services and equipment rental to oil and gas operators throughout the Southwest.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Raising Capital
TriStar Global Energy Solutions is one of the leading hydrocarbon cleaning and decontamination companies in the U.S. and offers an integrated suite of products and services designed to help customers reduce downtime and improve operating efficiency. These services are critical to the efficient operations of its customers, which historically have been comprised primarily of refineries and petrochemical plants.
Consumer Products & Services
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Cross-Border Transactions
Jumex is a leading international producer and distributor of juices and nectars known for the high quality of its products. Its portfolio comprises over 12 different beverage brands that afford health and wellness to consumers in more than 30 countries.
$4,000,000
Business Services
Raising Capital
Headway is a leading provider of human capital solutions with a breadth of integrated services tailored to meet the complex challenges of large scale contingent and permanent employee recruitment, retention and workforce optimization. The Company’s innovative model couples centralized processing with automated candidate databases specifically targeted to industry sectors, efficient web-enabled candidate screening, web-enabled employee on-boarding and payroll processing capabilities. This high level of recruiting workflow automation has positioned Headway to emerge as a leading provider of high-volume, nationwide workforce solutions.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Sauk Rapids, MN, Talon provides solution-based precision machining of critical parts primarily for the semiconductor industry, with capabilities to serve the medical, aerospace, oil and gas and components manufacturing industries. The Company offers design-for-manufacturing engineering support to complement its machining and finishing operations, which enables it to offer true turnkey solutions to its customers.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Midland, Texas, TC is a leading provider of safety services, safety equipment and consulting services to the oil and gas industry. Mike Cunningham, President of TC, expressed his optimism.
Consumer Products & Services
Raising Capital
PizzaRev is a Los Angeles-based fast casual pizza chain that is reinventing the way America eats its favorite food by delivering a truly interactive dining experience where customers craft their own pizzas, choosing from a wide variety of premium-quality ingredients, in any amount, for one price. PizzaRev fires its pizzas in a stone-hearth oven, which produces a delicious, crispy Roman-style thin pizza in less than 3 minutes.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Prodagio is a leading provider of mission critical, cloud-based and on-premise Accounts Payable Automation and Contracts Lifecycle Management solutions which are deployed by a large and growing base of Fortune 500 and midrange enterprise customers across multiple industry verticals. The Company is headquartered in League City, Texas.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Lake Charles, Louisiana, Leak Detection and Repair and Environmental Analytics divisions of Energy Maintenance Services USA, Inc. offers inspection and monitoring, leak detection, sampling and analysis, and information management to the petroleum refining, gas processing, chemical, and pulp and paper industries throughout the United States. LDAR provides its services at more than 140 customer facilities in 23 states across the United States, with a leading presence in the Gulf Coast region. The divisions will continue to be run by their existing management teams.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, with additional manufacturing facilities located in Casper, Wyoming and Bogota, Colombia, Teton Buildings (“Teton” or the “Company”) is one of the largest U.S. manufacturers and a leading global provider of customized remote workforce and semi-permanent facilities. The Company primarily supplies facilities to the energy exploration and production, energy infrastructure and pipeline, construction, mining and disaster relief markets.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Alliance Drilling Fluids, LLC (“ADF” or the “Company”) is a leading independent provider of drilling fluids, proppants and related services primarily in the Permian Basin and Eagle Ford Shale markets. The Company is headquartered in Midland, Texas and was founded in 2004. ADF Co-founder and CEO Shawn Savage has joined Newpark to continue running the business in the Permian Basin.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Core is a supplier of highly engineered rubber components and supply chain solutions to a variety of end-use markets including, but not limited to, energy, heavy truck and trailer, flow control, general infrastructure, waterworks, aerospace and marine. The Company has developed a particular expertise and reputation for supplying large format, tight tolerance parts for mission critical applications in products such as blowout preventers, nuclear facilities, dams and bridges. Core will continue to be led by its existing management team.
Energy, Power & Infrastructure
Mergers & Acquisitions
Southwest Meridian Corporation is a leading provider of construction, maintenance and repair services for the petrochemical, chemical, refining and power industries in the Gulf Coast region. Headquartered near Houston, Texas, the Company specializes in providing refractory, fireproofing, acid and corrosion resistant linings and coatings, grouting and other maintenance services.
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
FDS Group was established in 2004 in Paris, France. Owned by a leading European private equity group, the Company has operations in seven countries and provides products to the energy industry in various capacities but did not have direct exposure to the upstream U.S. oil and gas industry.
Industrial Services & Manufacturing
Environmental & Sustainability
Mergers & Acquisitions
Battery Solutions, Inc. is one of the largest independent providers of turnkey battery recycling solutions including program design, collection systems, logistics, disassembly, chemistry identification, sorting, separation, regulatory compliance and documentation. The Company is headquartered in Howell, Michigan with additional facilities in Brighton, Michigan and Mesa, Arizona.
Consumer Products & Services
Mergers & Acquisitions
Founded in 1995, Schapp’s is a multi-unit franchisee of Buffalo Wild Wings in the Houston area, and is majority-owned and managed by Stephen Chappelear, a successful entrepreneur with significant restaurant operating experience.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, Rose is a rough, semi-finish and finish machine shop supplying mission critical parts to the oilfield, midstream oil and gas, petrochemical and related industries. The Company operates more than 75 CNC machines out of its 110,000 square foot facility and employs approximately 125 people. The Company’s significant investment in superior equipment, its proprietary machining techniques and highly experienced management team, enabled Rose to become a market leader in the machining industry. Founder and CEO Richard Rose will continue to run the operations of the business and has joined EGI as President of Ellwood Rose Machine.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Trinity is a leading provider of steel fabrication services to the petrochemical, energy, diversified chemical, power, and construction and engineering industries. The Company’s fabrication services include the cutting, drilling, welding, punching, burning and shearing of structural steel beams and plates.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Victory designs, engineers, manufactures and services boilers, fired packaged boilers, waste heat boilers, and heat recovery steam generators and related equipment utilized in a variety of end markets, including power generation, bio-renewable, oil sands, petrochemical, district heating, education and healthcare. The Company manufactures from its two locations in Collinsville and Cushing, Okla., and serves customers primarily in North America. Founder and CEO, John Viskup will remain a significant shareholder and continue to run the Company.
Energy, Power & Infrastructure
Mergers & Acquisitions
Founded in 1979, RWI is a leading provider of wellhead production and upstream infrastructure services to blue-chip oil and natural gas producers in the Permian Basin, one of the nation’s most established and productive oil sources. The Company provides essential above-ground maintenance services for oil and natural gas well-sites, as well as the associated production gathering facilities and pipeline infrastructure. RWI is headquartered in Midland, TX with additional operations in Monahans, TX and Hobbs, NM. The Company will continue to be led by its existing management team.
Financial Advisory Services
Industrial Services & Manufacturing
Advisory Services
Mertz Manufacturing is a provider of design, fabrication, and the manufacturing of equipment and parts. The Company offers compact utility loaders and mini excavators, oil and gas industry equipment, servo-hydraulic petroleum exploration vehicles, fire fighting apparatus, agricultural vehicles, and precision parts for large mining and construction equipment.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Savannah, GA, AWI is a leading manufacturer of high quality treated wood products, including utility poles, bridge timbers, foundation and marine pilings, and structural lumber. The Company offers preserved wood poles and pilings for the utility and heavy construction markets primarily to customers located in the Eastern United States, the Caribbean, and Central South America.
Industrial Services & Manufacturing
Mergers & Acquisitions
Tideland is a leading provider of marine aids-to-navigation (“AtoN”) systems worldwide. With offices located in the United States, Canada, Singapore, United Arab Emirates, China and the United Kingdom, the Company is one of the world’s largest providers of a full suite of AtoN products and services including lanterns, buoys, radio aids, audible aids and related installation and repair services. Founded in 1954, Tideland serves an internationally diverse customer base consisting of several thousand ports, national lighthouse authorities, coast guards and public and private corporations.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Based in Houston, DOYLES is a leading manufacturer of pressure control equipment to the onshore oil and gas exploration and production industry. The Company is an API certified manufacturer of valves, blowout preventers, choke and kill manifolds, gauges, flanges, replacement parts and other related equipment.
$20,000,000
Energy Telecom Investment, LLC & Affiliates
Energy, Power & Infrastructure
Software & Tech-Enabled Services
Raising Capital
TEN is deploying wireless data networks to cover the oil and gas producing regions of the Permian Basin and Eagle Ford Shale, using the latest available fourth-generation Long-Term Evolution (“4G LTE”) communications technology over exclusively licensed 700 MHz and AWS spectrum. The Company’s network will provide oilfield communications capabilities that are faster and more reliable than existing satellite and private radio network solutions at substantially lower prices. The implementation of this network will finally enable the energy industry to fully and cost-effectively realize the long-anticipated efficiencies in centralized monitoring, reporting, troubleshooting and mobile communications offered by the “Digital Oilfield.” TEN’s service will replace existing technologies and, due to its attractive price point, greatly expand the addressable market. Applications include remote drilling data collection and analysis, real-time reporting of well production and equipment performance, centralized expert analysis and troubleshooting, mobile connectivity for field operations, including oilfield services providers, site access control and security monitoring, and Voice over Internet Protocol (“VoIP”) and video conferencing applications. Founded in 2010 by telecommunication industry veterans, TEN commenced initial network operations in Andrews County, TX in August 2011.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Buy-Side Advisory
Thorpe Products Company is a leading fabricator and distributor of a comprehensive range of industrial, commercial, and mechanical insulation and related products to end-markets including the petrochemical, refining, utility and commercial construction industries. Founded in 1985, Thorpe Products has extensive experience working with customers on a wide array of maintenance and capital projects.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Sharewell is a recognized leader in providing directional services, equipment and technology to the oil and gas industry, offering complete, project-specific, directional and performance drilling systems from one quality source. Sharewell’s proprietary Electro-Trac™ EM MWD System is industry-leading technology ideally suited to facilitate measurement-while-drilling, well-logging, and other real-time downhole operations associated with oil and gas exploration. The Company employs this technology in providing directional drilling services. These services supply a full range of professionals and equipment required to plan and execute the directional drilling segment of a wellbore, including directional drillers, measurement-while-drilling equipment and drilling motors.
Energy, Power & Infrastructure
Mergers & Acquisitions
Located in Katy and Ingleside, Texas, SSCI is a leading provider of engineering, procurement, and construction service offerings to the oil and gas production industry, primarily engaged in the construction of oil and gas production facilities for the worldwide offshore market. From its strategically-located manufacturing facility in Ingleside, Texas, the Company executes major projects through its ability to deliver high quality, customized solutions to exploration and production companies. SSCI’s one-stop, turnkey design, fabrication and construction services distinguish it as one of the leading providers in its industry.
Energy, Power & Infrastructure
Mergers & Acquisitions
DWL is a leading independent provider of mud logging services, equipment, personnel and technology to the onshore and offshore oil and gas exploration and production industry. The Company serves major, national and independent oil and gas exploration companies in the Gulf of Mexico, the Eagle Ford, Haynesville and Marcellus shale plays and other surrounding regions. Additionally, DWL has a market-leading presence in supporting deepwater drilling operations, both domestically and internationally. The Company is based in Reserve, LA, with additional offices in Corpus Christi, TX and Eighty Four, PA.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Located in Houston, Texas, Houston Services Industries, Inc. (“HSI”) engineers, manufactures and services blower systems utilized in multiple applications including water treatment, refining, landfill gas extraction, dust collection, pneumatic conveying, mining and other industrial applications. HSI’s extensive portfolio of proprietary technology and systems-based approach to the market have enabled the Company to develop one of the industry’s most advanced multistage centrifugal blower and high speed turbo blower product offerings.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, EA Services Inc., is a leading provider of pipe and infrastructure maintenance and repair services to a diverse set of industrial end markets, including refining, petrochemical, power generation and civil infrastructure. The Company’s products and services ensure and restore structural integrity for all types of piping and infrastructure, with a focus on those operating in highly corrosive, high-temperature and high-pressure environments.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
Headquartered in Austin, Texas, TradeOne is a leading provider of technology-enabled services to large Fortune 500 companies in a variety of industries, creating programs that include various incentive programs, rebate plans and loyalty programs. The Company specializes in cooperative advertising, which involves ads or marketing collateral used by channel partners including agents, franchisees and dealers advertising on behalf of TradeOne’s corporate clients.
$7,000,000
Industrial Services & Manufacturing
Business Services
Raising Capital
Jones Industrial Holdings, Inc. (“Jones” or the “Company”) is a leading provider of installation, maintenance and repair of critical rotating and reciprocating equipment for customers in the downstream, power and midstream segments of the energy market. The Company is headquartered in Deer Park, Texas, and operates as Universal Plant Services in seven facilities across Texas, California, Louisiana and Washington. Jones’ primary customers are industrial facilities, such as refineries and chemical plants, power generation plants, and pipeline transmission and distribution assets.
Energy, Power & Infrastructure
Software & Tech-Enabled Services
Mergers & Acquisitions
Merrick Systems, Inc. is a market leader in providing industrial information technologies for the upstream and midstream oil and gas industry. Recognized for its industry expertise and innovative technologies, Merrick is committed to delivering best-of-breed solutions to improve production operations, help oil and gas companies extend the life of their assets, lower lifting costs, increase production and optimize operations. Headquartered in Houston, Texas, Merrick is establishing a global infrastructure to sell, implement and support its technologies.
Energy, Power & Infrastructure
Business Services
Mergers & Acquisitions
Purvin & Gertz Inc. provides technical, commercial and strategic advice globally to clients in the crude oil, petroleum refining, natural gas, natural gas liquids, petrochemical and power generation industries and has become a preferred source for key energy market information, in-depth analysis and forecasts for supply, demand and pricing of energy products. Purvin & Gertz offers subscription-based research, analysis and consulting services involving short-term and long-range trends in supply, demand, trade, prices and margins in all aspects of the energy business.
Industrial Services & Manufacturing
Mergers & Acquisitions
Ramming, founded in 1993 by John Ramming, is an integrated construction materials company and is one of the largest independent aggregate and asphalt producers serving the greater Austin and San Antonio, Texas markets. Ramming Paving offers a full range of services in all aspects of the asphalt industry including paving, patching, striping, seal coating and recycling. RTI Hot Mix provides hot and cold mix asphalt from its two asphalt plants located in Georgetown and Buda, Texas. RTI Materials operates an aggregate quarry in Georgetown, Texas, supplying crushed aggregates ranging from base to concrete and hot mix aggregates.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Buy-Side Advisory
PSS, headquartered in Houston, Texas, is one of the largest independent providers of industrial products and services to the domestic oil and gas transmission industry. PSS stocks and distributes one of the industry’s most comprehensive industrial and safety product offerings.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Headquartered in Austin, Texas since its formation more than 25 years ago, Flare Industries is an industry leader in the design, manufacture and installation of combustion and pollution control technology and equipment. Through its offices in the United States, Canada, United Kingdom, United Arab Emirates and Singapore, Flare delivers high-quality flare systems, thermal oxidizers and ignition systems to clients in a range of industries worldwide. Flares are devices which burn, combust, or oxidize industrial gaseous wastes in a safe, controlled and efficient manner.
Consumer Products & Services
Environmental & Sustainability
Mergers & Acquisitions
Headquartered in San Rafael, California, Worldwise Holdings, Inc. is the leading supplier of highly innovative, environmentally friendly dog and cat products including beds, toys, scratchers, treats and litter accessories. The company’s products are developed primarily from natural, certified organic, reclaimed or recycled materials and are sold through major retailers including Walmart, Target, PetSmart, PETCO and Dollar General, in more than 30,000 stores.
Industrial Services & Manufacturing
Mergers & Acquisitions
TCE is a leading aftermarket bearing manufacturing and repair company with a globally recognized brand and a world-renowned reputation for customer service, technical knowledge and product quality.
$29,250,000
Energy, Power & Infrastructure
Raising Capital
Strike LLC is a diversified provider of integrated infrastructure services, including pipeline integrity, maintenance, repair and construction services for customers in the midstream energy industry. The company operates from its 12 field offices located across Texas and Louisiana. Strike has developed an industry-leading reputation for its superior pipeline testing capabilities and performs hundreds of government-mandated pipeline integrity tests each year.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1967 and headquartered in Pasadena, Texas, Ventech is the global leader in plant relocation and the design and construction of modular refineries. The company’s unique methodology integrates design, fabrication and shipment of its modular refineries enabling operators to dramatically accelerate construction timelines and achieve significant cost savings. The company has offices in Texas, Turkey, Moscow and the Philippines.
Energy, Power & Infrastructure
Mergers & Acquisitions
Pat’s P&A, headquartered in Bishop, Texas, is a leading provider of onshore plugging and abandonment services to the oil and gas exploration and production industry in south Texas. The company also offers electric wireline, coil tubing and cement mixing and pumping services.
Energy, Power & Infrastructure
Specialty Distribution
Buy-Side Advisory
Thorpe Products Company fabricates and distributes a comprehensive range of industrial insulation and related products to end-markets including the petrochemical, refining, utility and commercial construction industries. Thorpe Products has 10 branches located in Houston, Texas; Dallas, Texas; Beaumont, Texas; Corpus Christi, Texas; Gonzalez, Louisiana; Lake Charles, Louisiana; Mobile, Alabama; St. Louis, Missouri; Little Rock, Arkansas; and Memphis, Tennessee.
Energy, Power & Infrastructure
Mergers & Acquisitions
The Western Company of Texas, headquartered in Fort Worth, Texas, is a leading provider of high-capacity overland water transfer services to the domestic oil and gas exploration and production industry. The Company operates principally in the Bakken, Barnett, Eagle Ford, Granite Wash and Haynesville shale plays. Western was founded in 2001 by Dale and Linda Behan and has grown to become one of the largest water transfer companies in the oil and gas industry.
Business Services
Mergers & Acquisitions
U.S. Signs Inc., a leading, full-service sign company based in Houston, Texas, provides outsourced fabrication, installation, and repair and maintenance services to more than 60 national retail chains located throughout the United States and Canada. U.S. Signs offers its product line, including cabinet signs, channel letters, awnings, electronic message sign and Light Emitting Diode (LED) Retrofits, to companies operating within the retail, financial, education, hospitality and self-storage industries.
Fort Point Capital MRL Capital
Pilgrim Capital
Business Services
Mergers & Acquisitions
Lone Star Overnight is the leading independent intra-regional express and ground parcel delivery company serving the Southwest U.S. The Company’s service area covers Texas, Oklahoma and select contiguous cities in Arkansas, Louisiana and New Mexico. LSO offers customers a compelling value proposition driven by personalized customer service, later pickups, earlier deliveries and industry-leading on-time delivery rates at prices substantially lower than those offered by larger national competitors. LSO was founded in 1991 and is headquartered in Austin, Texas.
Energy, Power & Infrastructure
Mergers & Acquisitions
Headquartered in Houston, Texas, Delcor USA, Inc. (“Delcor”) fabricates industrial steel structures and complex subsea equipment packages for use in the offshore oil and gas production industry. The company’s products include subsea production modules for managing the flow of oil and gas from offshore wells, production platform living quarters and other buildings, and topside structures. Delcor has been a leader and innovator in these fields since the advent of deepwater drilling in the Gulf of Mexico more than 25 years ago.
Industrial Services & Manufacturing
Mergers & Acquisitions
Financial Restructuring
Headquartered in Dallas, Texas, ISC Building Materials, Inc. is a leading supplier of construction materials and supplies used in the interior completion of residential and commercial construction projects. Operating from six drywall yards and one lumber yard, the company is the largest independent supplier of interior construction materials in Texas. ISC’s ability to provide delivery and stocking services to logistically challenging projects, knowledgeable sales staff, competitive pricing and commitment to customer service help to distinguish the company as the premier provider of interior construction materials to more than 2,100 commercial and residential contractors.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Headquartered in Houston, Texas, Pipeline Supply & Service Company is one of the largest independent domestic providers of industrial products and services to the domestic oil and gas transmission industry. Furthermore, PSS stocks and distributes one of the industry’s most comprehensive and largest industrial and safety product offerings.
Harco National Insurance Company
Business Services
Mergers & Acquisitions
CAIC Holding Company, Inc. is a leading specialized insurance company headquartered in Houston, Texas, that provides liability insurance for Mexican-owned private passenger vehicles and commercial trucks as they enter the United States. The Company’s product offerings include auto liability insurance for commercial and private passenger vehicles and workers’ compensation insurance.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Amarillo, Texas, Lake Steel, Ltd. is a leading provider of metal processing services and a distributor of a wide range of semi-finished metal products, mostly carbon steel products and some galvanized. The Company is the dominant metal service center in the Texas Panhandle and surrounding geographic area, primarily serving the oil and gas, non-residential commercial construction, agriculture and infrastructure construction industries.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, EA Services, Inc. is a leading provider of pipe and infrastructure maintenance and repair services to a diverse set of industrial end markets including the refinery, petrochemical, power generation and civil infrastructure markets. Service lines include leak sealing, hot tapping and line stopping, composite wrapping, trenchless pipe rehabilitation, field machining, bolt tensioning and concrete restoration and repair.
Energy, Power & Infrastructure
Mergers & Acquisitions
Headquartered in Cleburne, Texas, HLI Energy Services, Inc. is an oilfield service company that provides well-site support and logistics services to oil and gas exploration and production companies operating in the Barnett, Haynesville, Marcellus and Eagle Ford shale regions.
Energy, Power & Infrastructure
Raising Capital
Headquartered in Houston, Texas, Bayou Well Services provides well site support services for oil and gas companies operating in various climates throughout the United States. The company’s primary services center on workover/completion rig operations, water transfer services and frac tank rental.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, Thorpe Corporation is the parent holding company for Thorpe Products Company, J T Thorpe Company and Thorpe-Sunbelt, Inc. Through its subsidiaries, the Company distributes specialty insulation, refractory and acid resistant masonry materials, and provides refractory maintenance, engineering and construction services primarily throughout the Gulf Coast region and also internationally. The Company serves a diverse customer base operating in the refining, petrochemical, alumina, utility and waste incineration industries among others. Thorpe has branch locations in Dallas, Texas; Beaumont, Texas; Corpus Christi, Texas; Gonzales (Baton Rouge), Louisiana; and a satellite office in Sulphur (Lake Charles), Louisiana.
Energy, Power & Infrastructure
Raising Capital
Headquartered in Houston, Texas, Bayou Well Services provides well site support services for oil and gas companies operating in various climates throughout the United States. The company’s primary services center on workover/completion rig operations, water transfer services and frac tank rental.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Founded in 1940 and headquartered in Roberts, Illinois, Hicks Oils & Hicksgas, Incorporated (“Hicksgas”) is a family-owned supplier of propane and water conditioning systems, operating 31 service centers, 15 satellite storage facilities and a fleet of 40,000 propane tanks throughout Illinois and Indiana. In addition, Hicksgas has completed 25 retail propane acquisitions since the current management team assumed operational leadership in 1989.
Mineral Trading Company, LLC
Senior Secured Structured Term Loan
Energy, Power & Infrastructure
Raising Capital
Mineral Trading Company, LLC (“MTC”) is a leading U.S. coal supplier with mining, processing and disposal operations located in the Northern Appalachia region of Ohio. MTC primarily mines, processes and sells coal to electric, utilities, industrial and institutional end-users.
Industrial Services & Manufacturing
Specialty Distribution
Buy-Side Advisory
GulfStar represented Audax Group in its acquisition of Distribution International, Inc. (“DI”). Audax Group is a private equity firm with $4 billion under management that specializes in investments for middle market companies and invests in a wide range of industries and transactions.
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Granite City, Illinois, Gateway Packaging Company is a leading flexible packaging converter and provider of flexible packaging solutions primarily for the pet food and human food markets. The Company designs and manufactures a full range of paper and plastic flexible packaging products, including multi-wall bags, pouches, roll stock, lidding and labels. Additionally, Gateway offers a complete range of services unique to the industry, including prepress graphic design support, consulting, in-house laboratory and testing, plate making and supply chain inventory management.
Energy, Power & Infrastructure
Software & Tech-Enabled Services
Mergers & Acquisitions
Based in Houston, TX, Entessa is a leading provider of logistics management software for the oil and gas supply chain. The Company’s core software solution, Synthesis™, was launched in 2006 and enables its customers to optimize their supply chain. Synthesis™ is an order-to-cash proprietary enterprise software program developed by Entessa that allows midstream, downstream and fully integrated energy companies to manage the logistical scheduling and operations, inventory management, billing and invoicing aspects of their business within one integrated product suite.
Taiyo Nippon Sanso Corporation
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Western is the leading wholesale distributor of acetylene and propylene in the United States. Western also sells other industrial gases, cylinders and valves and provides cylinder maintenance and testing services. Western is headquartered in Bellville, Texas and has additional locations across the United States in Pueblo, Colorado; Lubbock, Sealy and Texas City, Texas; Taft, Geismar and Slidell, Louisiana; Birmingham, Alabama; Henderson, North Carolina; Berwick, Pennsylvania and Tampa, Florida.
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Warren Alloy is a leading master distributor of stainless steel, alloy 20, nickel alloy, duplex, aluminum and chrome-moly pipe, fittings and flanges, collectively referred to as PVF products. The Company is headquartered in Houston, Texas with distribution centers strategically located throughout the United States.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Financial Restructuring
Demay designs and manufactures multi-purpose oilfield pumps used for cementing, acidizing and fracturing oil and natural gas wells. The Company serves a global customer base that includes oil and gas drilling, well service and fabrication companies. Demay also offers replacement parts and repair / refurbishment services for its pumps.
Financial Advisory Services
Consumer Products & Services
Advisory Services
C.H. Guenther is a family-owned milling and baking company headquartered in San Antonio. It produces flour, baking and biscuit mixes, gravy mixes, and tortilla products under the brand names Pioneer, White Lily, and White Wings.
Senior Secured Term Loan
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Raising Capital
Tulsa Power, headquartered in Tulsa, Oklahoma, through its subsidiaries, is one of the leading manufacturers of specialty, proprietary, branded, material-handling equipment used in the manufacturing and handling of wire, cable, hose, pipe, tube and flexible materials. The Company’s products are sold to a variety of end markets, including energy, cable manufacturers and distributors, telecom and electric utilities. RadOil, based in Houston, Texas, offers proprietary spooling equipment specifically designed for offshore, deepwater drilling and production applications. RadOil’s largest product line is the umbilical reel, which handles cable on deepwater drilling vessels.
Industrial Services & Manufacturing
Mergers & Acquisitions
Storage & Processors, Inc. is a leading service provider of steel handling, steel storage, steel processing and delivery of steel products.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Beta is a worldwide supplier of flow control products to the energy, transmission and infrastructure industries. In addition, Beta is recognized in the energy industry for its project management capabilities. The Company is headquartered in Houston, Texas with offices in The Netherlands, Mexico, Indonesia and Singapore.
OVS Technologies
Energy, Power & Infrastructure
Software & Tech-Enabled Services
Mergers & Acquisitions
Merrick is an established market leader in industrial information technology for the oil and gas industry, providing software solutions, electronics and associated professional services. The Company’s production and drilling technologies reduce costs and improve efficiencies, from back office to field operations and engineering tools. Headquartered in Houston, Texas, Merrick has established a global infrastructure to sell, implement and support its products from offices around the world.
Seisa Group
Business Services
Mergers & Acquisitions
HighQ outsources labor-intensive jobs related to data processing services for domestic companies with operations in the south and southwestern regions. HighQ is headquartered in El Paso, Texas with processing centers in Juárez, Mexico and Acuña, Mexico. From its two Mexico locations, HighQ provides value-added services such as data processing, data mapping and quality control. The Company’s services include mail processing, document scanning, image indexing, intelligent character recognition and on-line image hosting.
$5,450,000
Business Services
Raising Capital
Million Air, one of the largest fixed based operators for private aviation in the world, provides fueling, ground handling services, hangar and office rentals for private aircraft in luxury facilities for crews and passengers. Headquartered in Houston, Texas, Million Air operates a network of 27 facilities in the United States, Canada, and the Caribbean.
Tapick & Co.
Consumer Products & Services
Specialty Distribution
Buy-Side Advisory
Martin, founded in 1944, serves as a leading “center of the plate” food distribution business headquartered in Houston, Texas with three additional distribution locations in Dallas, Austin and San Antonio, Texas. The Company supplies a wide variety of custom cut fresh meats, poultry, seafood and specialty foods primarily to restaurants, clubs and hotels. Since its inception, Martin has grown to become the largest independent “center of the plate” operation in Texas, serving over 2,700 customers across the state.
Environmental & Sustainability
Business Services
Mergers & Acquisitions
SouthWaste was founded in 2004 by GulfStar Merchant Banking and Company management as a platform for creating the premier provider of non-hazardous liquid waste collection and processing services. Since that time SouthWaste has closed and integrated eight acquisitions covering the markets of Houston, Dallas-Ft. Worth, Austin, San Antonio and Lubbock, Texas, Atlanta, Georgia and central Florida. Primary services include vacuum removal of waste from grease traps at food services establishments such as restaurants, grocery stores, schools, hospitals and prisons; removal of residuals from municipal water treatment plants and septic systems; and processing of these waste streams for final disposal.
Business Services
Software & Tech-Enabled Services
Mergers & Acquisitions
e-Services was founded in 2000 and is headquartered in Houston, Texas, with regional headquarters in Montego Bay, Jamaica. The Company is a leading offshore provider of business process outsourcing (“BPO”) services with an emphasis on inbound customer care and transaction processing solutions. e-Services employs approximately 4,000 agents across seven Caribbean locations in Jamaica and St. Lucia. The Company’s services address the increasing demand for “nearshoring” of customer care, which preserves the quality of service and communication associated with North American providers while capturing the labor and overhead cost savings of offshore operations.
Industrial Services & Manufacturing
Mergers & Acquisitions
Southline Metal Products Company was originally formed in 1919 when the Wackman family became involved in the steel container industry. The Company was incorporated in 1946 and has the ability to produce a full range of steel containers, from 16 gallon grease drums to 55-gallon steel drums.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Headquartered in Houston, Texas, Federal Flange is a leading manufacturer of high quality and precision engineered flanges and pipeline connections. The Company’s products are used globally in a wide range of energy infrastructure applications, including onshore and offshore crude oil and natural gas pipelines, refineries, petrochemical plants, natural gas processing facilities, oil and gas surface production facilities, LNG plants and offshore production platforms. Federal Flange has also developed a market-leading presence in the deepwater offshore oil and gas industry, where harsh and high pressure environments warrant only premier subsea connections with the highest yield strength. The Company will continue to be led by its current management team.
Energy, Power & Infrastructure
Mergers & Acquisitions
ETS is a leading equipment management company, offering equipment rental, system sales, technical support and customer solutions to the marine and offshore industries. The Company is a one-stop resource for a wide array of acoustic survey, positioning and imaging equipment used in the offshore oil and gas industry with a focus on deeper marine construction applications, primarily in the Gulf of Mexico. ETS specializes in deepwater systems rated from 3,000 meters up to 5,000 meters.
Industrial Services & Manufacturing
Mergers & Acquisitions
Metaltech, founded in 1994, is a leading provider of metal processing services and distributes a base of plates, sheets and bars. The Company specializes in processing more than 25 grades of stainless steel, carbon steel, aluminum, nickel and other alloys in assorted sizes. From its headquarters in Houston, Texas, the Company provides processing services such as computer-aided design services, cutting materials with a variety of edge conditions and tolerances and shape refinement process for a variety of metals. The Company’s customers include diversified energy companies, industrial original equipment manufacturers, other heavier product and assembly-based fabricators, machining centers and repair companies.
Industrial Services & Manufacturing
Mergers & Acquisitions
Alpha Circuits, founded in 1984, is a leading provider of electronic manufacturing services (“EMS”). The Company designs and manufactures electronic printed circuit board assemblies and systems for original equipment manufacturers in the telecommunications, energy services, industrial and security industries.
Industrial Services & Manufacturing
Mergers & Acquisitions
Polyfoam is an innovative, structural adhesives company specializing in polyurethane adhesives for tile roofing and other adhesive products for the building industry. Polyfoam’s patented tile roofing system provides an alternative to mechanical fastening and is setting a new standard in keeping tile roofs safe and intact, especially during hurricane force winds. Complementary acquisitions such as Polyfoam support both 3M’s core industrial adhesives business and growth strategy to expand into adjacent markets.
Industrial Services & Manufacturing
Mergers & Acquisitions
Southline – Pails is a leading provider of a full range of steel pails. The Company manufactures steel pails in a variety of sizes and colors. All pails are air differential tested for quality control. Southline – Pails also has an in-house lithography department that can customize containers with any design. Southline – Pails will become part of Cleveland Steel Container Corporation.
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
With operations in Houston, Plano and Tyler, Texas, B27 operates through two subsidiaries: Best Equipment Service & Sales, LLC doing business as Best PumpWorks (“BPW”) and Integrated Flow Solutions, LLC (“IFS”). BPW designs, manufactures, distributes and services industrial pumps, while IFS engineers construct customized modular liquid and gas handing systems. The Company, whose history dates to 1978, serves the oil and gas, power generation, air quality and chemical processing industries throughout the world.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Trinity Steel is a leading provider of structural steel fabrication services to the petrochemical, energy, diversified chemical, power and construction, and engineering industries. With operations throughout Texas, including its headquarters location in Trinity and additional facilities in Tomball and Lufkin, the Company is one of the largest fabricators in the Gulf Coast region with over 140,000 square feet of fabrication space. The Company’s fabrication services include the cutting, drilling, welding, punching, burning and shearing of structural steel beams and plates.
Senior Secured Revolving Credit Facility
Senior Secured Term Loan A
Energy, Power & Infrastructure
Raising Capital
With headquarters in Spring, Texas, Strike provides a variety of infrastructure services including pipeline integrity, maintenance, repair and construction to the midstream energy industry from its eight field offices across Texas. Strike has developed an industry-leading reputation for its superior pipeline testing capabilities and performs hundreds of government-mandated pipeline integrity tests each year.
Business Services
Mergers & Acquisitions
CCS is a leading provider of turnkey audio-visual solutions for educational institutions and corporations with offices in Houston, Dallas, Austin, San Antonio and Tyler, Texas. The Company focuses on providing custom audio-visual solutions for its customers’ facilities, including boardrooms, conference rooms, training centers, educational facilities, classrooms and control centers. CCS is a value-added reseller providing design, full-service systems integration, implementation and installation. CCS also performs post-implementation services, such as training, maintenance and hardware upgrades.
Energy, Power & Infrastructure
Mergers & Acquisitions
Founded in 1996, CIMA is a full-service oil and gas marketing and producer services company.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Tetralene, a developer and manufacturer of specialized custom sealing components for the oil and gas industry based in Houston, Texas, manufactures custom high-performance thermoplastic and elastomeric components that range in diameter from 1/64″ to 72″. The Company’s products include custom spring energized seals as well as complete seal stack solutions for the most demanding applications and environments. Tetralene is a full-service supplier, providing mold design and material testing while producing a wide range of machined thermoplastic and custom molded elastomeric seals, packing and components for high temperature and/or high pressure environments.
Industrial Services & Manufacturing
Business Services
Mergers & Acquisitions
Sovereign Business Forms, Inc. was founded in 1996 in Houston, Texas to consolidate the highly fragmented, wholesale business forms industry. Today, Sovereign is one of the ten largest manufacturers and wholesalers of custom business forms in the U.S., operating five businesses with a combined market reach that covers portions of the Central and Eastern United States. The Company manufactures and sells a variety of exclusively custom business forms, primarily serving wholesale forms distributors, other forms manufacturers and small commercial printing shops. Sovereign’s products are widely used within the healthcare, insurance, delivery and fulfillment, banking and automotive industries, as well as by a wide variety of small businesses. The Company’s products include snap-out forms, continuous forms, laser cut sheets and sales and log books.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Conservatek Industries, Inc. began in 1977 specializing in geodesic dome technology in the manufacture of lightweight, high-strength aluminum roof systems that have been put into service in a broad array of settings around the world. Today, some 5,000 roof systems later, the product line continues to evolve, meeting the clear-span cover and integrated roof system needs of a diverse worldwide customer base that includes petrochemical storage facilities, wastewater treatment plants, water storage facilities, bulk storage sites and architectural applications.
Energy, Power & Infrastructure
Specialty Distribution
Mergers & Acquisitions
Talen’s Marine and Fuel (“Talen’s” or the “Company”) is the largest privately-owned provider of marine fuel delivery services to the Louisiana and east Texas Gulf Coast. Chief Executive Officer Raymond Talen founded the Company in 1970 in Lake Arthur, Louisiana as a single-location provider of fuel and lubricants to the marine towing industry. From this beginning with a single tug boat and barge, the Company has developed into an integrated provider of midstream, dockside and land-based services that include delivery of fuel, lube, potable water and deck supplies, and collection for disposal of waste oil, water and trash.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Texas Honing, Inc. (THI) provides semi-finished engineered components for use in the drilling, completion and production of natural gas and oil. THI customers include oilfield service companies, specialty steel manufacturers, steel service centers, and machine shops. Located in Houston, Texas, the company performs value-added services to long steel products, including honing, boring, drilling, turning, machining and straightening.
Energy, Power & Infrastructure
Mergers & Acquisitions
Texas-based Sup-R-Jar LLC (“Sup-R-Jar” or the “Company”) makes drilling jars and related parts for the oil and natural gas industry. The company also rents tools to exploration and production companies for oil and gas wells located on land, in inland waterways and offshore. The deal value was $47,500,000.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Smith Equipment & Rental Services, Inc., (“Smith Equipment” or the “Company”) provides maintenance and construction services related to natural gas pipelines, gathering systems, well sites and compressor stations as well as equipment rental and vacuum and pressure truck services. The Company is headquartered in Carthage, Texas and operates throughout Eastern Texas, Western Louisiana and Northwest Arkansas.
Industrial Services & Manufacturing
Mergers & Acquisitions
Vernon Tool Company, Ltd. (“Vernon” or the “Company”) was founded in 1930 and is headquartered in Oceanside, California. The Company manufactures and markets computer-controlled pipe cutting equipment used for precision fabrication purposes. Vernon’s products provide innovative solutions to difficult pipe fabrication and process flow issues in the industrial, construction and energy-related industries.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
TNT Crane & Rigging (“TNT” or the “Company”) is a leading provider of manned hydraulic truck crane rental and associated rigging services. Headquartered in Houston, Texas, the Company provides a complete set of lifting services for large, complex industrial and construction projects via its fleet of more than 50 cranes ranging from 15 to 800 tons of capacity.
Industrial Services & Manufacturing
Mergers & Acquisitions
Travis Enterprise, Inc. (“Travis” or the “Company”) is the holding company for Travis Body and Trailer, Inc., a leading manufacturer of aluminum end dump, bottom dump and tipper trailers, dump truck bodies and other trailers used in a wide variety of applications. Headquartered in Houston, Texas, the Company offers a product line of sixteen aluminum trailer and dump truck body models, each with multiple frame configurations and numerous options that enable customers to tailor products to their specific needs.
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Atlantic Wood is a wood treatment company that manufactures treated and untreated lumber, pilings and utility poles for a variety of utility and construction applications. Atlantic Wood operates five wood treatment plants in four East Coast states, from Georgia to New Jersey. Through its subsidiary, Atlantic Metrocast, Atlantic Wood also manufactures pre-stressed concrete piling as well as pre-cast and pre-stressed concrete slabs and beams.
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Geartech, Inc. d/b/a Kreiter Geartech (“Kreiter Geartech” or the “Company”) is headquartered in Houston, Texas. Kreiter Geartech is a world-class manufacturer of precision gearing solutions. The Company’s services include the design, manufacture, repair and refurbishment of gearbox systems and loose gearing components. Since 1910, the Company has served customers across a number of industries including oil and gas exploration and production, petrochemical, plastics, refining, sugar, paper, marine, construction, cement, steel, utilities, and defense.
Industrial Services & Manufacturing
Specialty Distribution
Buy-Side Advisory
Western International Gas & Cylinders, Inc. (“Western” or the “Company”) is a leading manufacturer and wholesale distributor of industrial gases in the United States. The Company’s revenues are principally derived from the sale of acetylene gas, which is manufactured, compressed into cylinders and distributed via trucks, bulk trailers and pipelines to major industrial clients and independent distributors. Western International also sells industrial gas cylinders and provides cylinder maintenance and testing services to its customers.
MDU Resources Group, Inc.
Industrial Services & Manufacturing
Mergers & Acquisitions
Quality Concrete & Materials Co., Ltd. (“Quality” or the “Company”) is a leading ready-mixed concrete and materials supplier headquartered in Beaumont, Texas. The Company operates 10 ready-mixed concrete plants, two material distribution yards and three pug mills primarily serving the Southeast and Central Texas regions. Quality produces in excess between 1 million to 2 million tons of aggregates per year for internal and third-party use through its material yards.
Business Services
Mergers & Acquisitions
TalentTrack, LLC (“Talent Track” or the “Company”) is a full-service provider of talent recruiting solutions, with a particular focus on the healthcare industry. The Company provides a complete array of recruiting process management, including recruitment process outsourcing (“RPO”), and was ranked first in quality among RPO providers by HRO Today in 2007.
Energy, Power & Infrastructure
Mergers & Acquisitions
Bayou Tank Services, Ltd. (“Bayou Tank Services” or the “Company”) provides fluids management services to independent natural gas operators in the Southeast United States. The Company owns and operates a fleet of frac tanks, gas busters, winch trucks and vacuum trucks. It provides frac tank rentals and related services, water hauling services, and operates a saltwater disposal facility. Bayou Tank Services is headquartered in Houston, Texas, with additional offices in Dew and Henderson, Texas.
Consumer Products & Services
Mergers & Acquisitions
Freebirds is a privately-owned, Fast Casual restaurant company headquartered in College Station, Texas. Freebirds was founded in 1987 as a burrito restaurant incorporating fresh, all natural ingredients in a relaxed non-fast food setting targeting 18 – 35 year old consumers.Founder, Pierre Dube, and CEO, Alan Hixon, have grown the Freebirds brand from its initial location in College Station into a successful restaurant chain with 19 stores in key markets throughout Texas. Freebirds retained GulfStar Group to assist Mr. Dube and non-active investors in achieving liquidity for their business while providing existing management with an owner interested in expanding the concept.
Energy, Power & Infrastructure
Mergers & Acquisitions
Twachtman, Snyder & Byrd, Inc. is a leading provider of well abandonment and decommissioning services to the international offshore oil and gas market. Based in Houston with field operations in Houma, Louisiana, TSB has extensive service capabilities in project management, contracting, consulting, and a host of related services. These services include assessing liability, acquisition and divestiture, and plugging the well to clearing the site and creating an artificial reef.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Houston-based VSC offers turnkey valve packages and systems for all facets of flow control operations, specializing in equipment and services for the coker industry. The Company also supplies integrated automation and controls technologies, products and services. VSC serves process industries worldwide, specializing in refineries, petrochemical plants and LNG operations.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Houston-based Seaboard International is a leader in the engineering, design, manufacture, repair and servicing of critical service oil and gas wellhead equipment. The Company’s high-pressure surface wellhead equipment and gate valves are used both onshore and offshore by major integrated and large independent oil and gas companies, primarily in the Gulf Coast region.
Energy, Power & Infrastructure
Mergers & Acquisitions
National Energy & Trade Holding, LLC (“NET” or the “Company”) is an independent natural gas company acting as a marketer and a transport service provider through its pipeline network. The Houston-based company provides a wide range of services in the Gulf Coast, Midwest, Southeast and Northeast United States. Services include developing and operating pipelines, optimizing transportation, creating marketing and managing structured products and acquiring and marketing storage services. NET provides these natural gas marketing solutions and services to both producers and end use markets.
Business Services
Mergers & Acquisitions
Houston-based SEIS-Strat is a full-service provider of geological, geophysical and engineering consultants to the oil and gas exploration and production industry. The Company’s consultants provide geosciences consulting, on-site training, job placement and mentoring services to major and independent oil and gas companies worldwide.
Undisclosed Buyer
Energy, Power & Infrastructure
Mergers & Acquisitions
GulfStar Group announced that it acted as the financial advisor to Weatherford International Ltd. in arranging the sale of nine land drilling rigs to an undisclosed buyer. Weatherford International Ltd. is one of the world’s largest diversified upstream oilfield service companies with over $6.1 billion in annual revenues and over 30,000 employees in over 100 countries.
Industrial Services & Manufacturing
Mergers & Acquisitions
Houston-based Dan-Loc is a manufacturer of industrial fasteners. It supplies a wide variety of specialty stud bolts and metallic ring joint gaskets to distributors and customers serving the oil and gas, pipeline, petrochemical and refinery industries as well as original equipment manufacturers and repair and maintenance contractors. Dan-Loc’s headquarters and manufacturing facility are located in Houston and it operates a west coast distribution center in Gardena, California.
Energy, Power & Infrastructure
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
MODEC, Inc. is a leading Tokyo, Japan-based provider of floating production facilities in the offshore oil and gas industry. The Company provides project management, engineering, procurement, construction, installation and operation services. FMC Technologies Floating Systems, Inc. develops and manufactures SOFEC turrets and mooring systems for floating production storage and offloading vessels and offshore marine loading systems.
Energy, Power & Infrastructure
Mergers & Acquisitions
Houston-based Altair is a leader in turnarounds and revamps for the refining, petrochemical and power industries. The Company is recognized as a premier specialty services company in Fluid Catalytic Cracking Unit (“FCCU”) and Coker units (“Cokers”) turnarounds and revamps. Services also include: planning and management, distillation tower retrays and specialty packing, specialty welding services, ASME code welding, heater repair, boiler repair, pipe and vessel fabrication, and NOx and SOx system installations.
$23,800,000
Environmental & Sustainability
Business Services
Raising Capital
SouthWaste Services, Inc. is a Houston-based company formed in 2005 that provides non-hazardous liquid waste vacuum services, sewer cleaning, waste hauling and disposal. The liquid wastes handled by the Company include wastewater, sewage, sludge, grease, grit and leachate. SouthWaste currently has operations in Houston, Dallas–Ft. Worth, Austin, San Antonio, Lubbock, Texas, Orland, Florida and Atlanta, Georgia.
Heritage Operating, LP
Environmental & Sustainability
Business Services
Mergers & Acquisitions
Buy-Side Advisory
SouthWaste Services, Inc. is a Houston-based company formed in 2005 that provides non-hazardous liquid waste vacuum services, sewer cleaning, waste hauling and disposal. The liquid wastes handled by the Company include wastewater, sewage, sludge, grease, grit and leachate. SouthWaste currently has operations in Houston, Dallas–Ft. Worth, Austin, San Antonio, Lubbock, Texas, Orland, Florida and Atlanta, Georgia.
Whole Earth Organic Composting, LLC
Environmental & Sustainability
Business Services
Buy-Side Advisory
SouthWaste was founded in 2004 by GulfStar Merchant Banking and Company management as a platform for creating the premier provider of non-hazardous liquid waste collection and processing services. Since that time SouthWaste has closed and integrated eight acquisitions covering the markets of Houston, Dallas-Ft. Worth, Austin, San Antonio and Lubbock, Texas, Atlanta, Georgia and central Florida. Primary services include vacuum removal of waste from grease traps at food services establishments such as restaurants, grocery stores, schools, hospitals and prisons; removal of residuals from municipal water treatment plants and septic systems; and processing of these waste streams for final disposal.
$60,000,000
Business Services
Raising Capital
Linc currently provides on-site facilities operations and management services, mobile HVAC preventative maintenance service programs and related renovation and retrofit projects to customers throughout the United States. Additionally, Linc licenses its business methodology platform through its franchise operations to 120 independently owned companies.
Consumer Products & Services
Mergers & Acquisitions
Hendee Enterprises, Inc. is an innovative, diversified manufacturer of industrial fabric products. The Company was originally founded in 1965 and is headquartered in Houston, Texas.
Energy, Power & Infrastructure
Mergers & Acquisitions
OMNI Laboratories, Inc. was founded in 1983 as an oilfield service firm providing core analysis and reservoir evaluation services to the oil and gas industry. The Company specializes in the analysis of core samples retrieved from oil and gas wells. The data generated by the Company is used by oil and gas companies to determine the commercial viability of their oil and gas wells.
Business Services
Mergers & Acquisitions
Trajen, based in Bryan, Texas, is a leading provider of aviation support and logistics solutions to the general aviation market and to the U.S. Department of Defense. Trajen has FBOs at 14 airports in the U.S., where it provides general aviation support services. Additionally, Trajen manages fueling and fuel logistic services at 12 locations for the U.S. military.
Sutton Ventures Group
Energy, Power & Infrastructure
Mergers & Acquisitions
Cinco Pipe & Supply was founded in 1976 as an OCTG distributor to the domestic oil and gas industry.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
C.H. Guenther is a family-owned milling and baking company headquartered in San Antonio. It produces flour, baking and biscuit mixes, gravy mixes, and tortilla products under the brand names Pioneer, White Lily, and White Wings.
Industrial Services & Manufacturing
Mergers & Acquisitions
Metals Supply was founded in 1968 in Clute, Texas as a distributor of structural carbon steel products to customers in the local chemical and petrochemical industries. Owner Andrew Diamond purchased the Company in 1993 and relocated its headquarters to Houston, Texas. Since that time Metals Supply has expanded its customer base to include commercial and industrial steel fabricators, original equipment manufacturers (“OEMs”), metal building manufacturers and third party distributors.
$31,000,000
Business Services
Raising Capital
Una Vez Mas is a Spanish-language television network that receives and distributes high quality programming from TV Azteca in 24 markets throughout the United States.
Energy, Power & Infrastructure
Mergers & Acquisitions
The world leader in gases, technologies and services for Industry and Health, Air Liquide is present in 80 countries with approximately 68,000 employees and serves more than 3 million customers and patients. Oxygen, nitrogen and hydrogen are essential small molecules for life, matter and energy. They embody Air Liquide’s scientific territory and have been at the core of the company’s activities since its creation in 1902. The company offers industrial and medical gases, technologies and related services to customers in energy, industrial, electronics and healthcare markets.
Energy, Power & Infrastructure
Mergers & Acquisitions
Innova is a leading manufacturer of ruggedized printed circuit boards for the oilfield services industry and other technologies designed to operate in difficult environments.
$43,021,000
Business Services
Raising Capital
Una Vez Mas is a Spanish-language television network that receives and distributes high quality programming from TV Azteca in 24 markets throughout the United States.
$13,750,000
Consumer Products & Services
Raising Capital
Double B Foods, Inc. is a leading manufacturer of meat snacks and frozen prepared foods for the private label and co-pack retail and foodservice industry.
Energy, Power & Infrastructure
Mergers & Acquisitions
Valkyrie Commissioning Services, Inc. was formed in 2000 to provide commissioning related services to oil and gas pipelines and process systems.
Business Services
Mergers & Acquisitions
CapTex, Inc. is the premier provider of non-hazardous liquid waste pumping, hauling and disposal services in the Greater Austin Metropolitan Area.
$7,100,000
Energy, Power & Infrastructure
Raising Capital
Azura Energy Systems, Inc. designs and manufactures wellhead and gate valve products for the oilfield industry. The company offers API flange data studs and nuts, assemblies, bottom hole test adapters, bull plugs and nipples, casing hangers, casing heads and spools, crosses and tees, flow tees, reducer bushings, TCM stripper rubbers, tubing hangers and heads, and tubing head adapters, as well as flanges, adapters, packoffs, and steel fittings. The company serves exploration, drilling, and production companies.
$19,400,000
Environmental & Sustainability
Business Services
Raising Capital
SouthWaste was founded in 2004 by GulfStar Merchant Banking and Company management as a platform for creating the premier provider of non-hazardous liquid waste collection and processing services. Since that time SouthWaste has closed and integrated eight acquisitions covering the markets of Houston, Dallas-Ft. Worth, Austin, San Antonio and Lubbock, Texas, Atlanta, Georgia and central Florida. Primary services include vacuum removal of waste from grease traps at food services establishments such as restaurants, grocery stores, schools, hospitals and prisons; removal of residuals from municipal water treatment plants and septic systems; and processing of these waste streams for final disposal.
Environmental & Sustainability
Business Services
Mergers & Acquisitions
Buy-Side Advisory
SouthWaste was founded in 2004 by GulfStar Merchant Banking and Company management as a platform for creating the premier provider of non-hazardous liquid waste collection and processing services. Since that time SouthWaste has closed and integrated eight acquisitions covering the markets of Houston, Dallas-Ft. Worth, Austin, San Antonio and Lubbock, Texas, Atlanta, Georgia and central Florida. Primary services include vacuum removal of waste from grease traps at food services establishments such as restaurants, grocery stores, schools, hospitals and prisons; removal of residuals from municipal water treatment plants and septic systems; and processing of these waste streams for final disposal.
Industrial Services & Manufacturing
Mergers & Acquisitions
$25,500,000
Consumer Products & Services
Raising Capital
Avomex produces and supplies avocado, guacamole, salsa, and tomato based products for retail and food service markets in the United States. The company was founded in 1989 and is based in Saginaw, Texas.
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
T.D. Williamson Inc. is a leading worldwide supplier of products, services, integrity inspection, and maintenance of pipelines, both onshore and offshore. Founded in 1920, the family-owned company has operations worldwide.
Energy, Power & Infrastructure
Mergers & Acquisitions
Cross-Border Transactions
RIMCO Production Company Inc. is an oil and gas exploration and production company focusing on developing reserves in the Gulf Coast through the use of 3-D seismic.
Consumer Products & Services
Mergers & Acquisitions
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Consumer Products & Services
Mergers & Acquisitions
Warren Alloy Management
Industrial Services & Manufacturing
Specialty Distribution
Mergers & Acquisitions
Warren Alloy Valve & Fitting Company, L.P. is a Houston, Texas based company founded in 1963. The company has operated as a master distributor of PVF products for over 41 years, and also manufactures and distributes its own valve line, Warren Valves. Warren’s products are primarily sold to customers in the oil and gas refining, chemical production, food processing, pulp and paper processing, mining, nuclear, rubber, plastics, pharmaceuticals, textile, sanitary, utilities and other industrial process industries.
Business Services
Mergers & Acquisitions
Buy-Side Advisory
Trajen, based in Bryan, Texas, is a leading provider of aviation support and logistics solutions to the general aviation market and to the U.S. Department of Defense. Trajen has FBOs at 14 airports in the U.S., where it provides general aviation support services. Additionally, Trajen manages fueling and fuel logistic services at 12 locations for the U.S. military.
Energy, Power & Infrastructure
Business Services
Mergers & Acquisitions
Parsons E&C Corporation (“PEC”) is an engineering and construction firm that provides services primarily to the oil and gas, refining, chemical and petrochemical, and power industries. The company has designed and constructed more than 250 gas processing plants, 600 chemical and petrochemical projects, and 370 power plants worldwide. It is a top designer and builder of modular facilities for refineries and process plants in remote areas and harsh environments. PEC’s services also include procurement and project management. GulfStar provided financial advisory services to the Board of Directors of PEC with regard to the proposed sale of the company to Australian-based Worley Group for $245.0 million.
Financial Advisory Services
Industrial Services & Manufacturing
Specialty Distribution
Advisory Services
Friedman Industries, Incorporated manufactures, processes and distributes pipe and steel. The Group operates in two product and service groups: Coil products and Tubular products. The Coil product segment purchases hot-rolled steel coils and processes steel coils into flat sheet and plate steel. The Tubular product segment purchases, processes, manufactures and markets tubular products. The principal customers of the Group are steel distributors and customers fabricating steel products such as storage tanks, steel buildings, farm machinery and equipment and similar other products.
Consumer Products & Services
Mergers & Acquisitions
Houston native Tony Vallone started in the restaurant industry as a saucier, working his way through kitchens around Houston before finally opening his own restaurant, Tony’s, in 1965 in the location that currently houses the Macy’s on Sage Road. In 1972 he moved his small Italian restaurant to a larger spot on Post Oak, and during the reconfiguration of the space, the food switched from hearty Italian to fine dining. Vallone’s second restaurant was Anthony’s, which he opened in Montrose in 1982. Shortly after that came Grotto, which opened in Highland Village in 1987, and La Griglia, which opened in 1989. In the mid-’90s, he opened a steakhouse called Vallone’s, which was later taken over by Anthony’s. Tex-Mex concept Los Tonyos was open for about a year before it was sold to the Serrano’s Cafe Group. And then, in 2004, Landry’s bought La Griglia, Grotto and Vallone’s. Tony’s, along with Tony’s Catering, currently reside at 3755 Richmond Avenue in Greenway Plaza.
Energy, Power & Infrastructure
Mergers & Acquisitions
Headquartered in Houston, Texas, Total Safety is a provider of integrated safety services and solutions for hazardous environments.
$32,500,000
Energy, Power & Infrastructure
Raising Capital
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
C. Byron Snyder III
Business Services
Mergers & Acquisitions
Comercial America Insurance Company is a leading insurance company specialized in mandatory third party liability insurance for Mexican vehicles crossing into the U.S. from Mexico (non-resident auto insurance or “NRA” insurance).
Independent Bankers Capital Fund, L.P.
Alsay Management
Industrial Services & Manufacturing
Mergers & Acquisitions
In 1960, Alsay opened its doors in Florida as a small residential irrigation company. Founded on the principles of quality products and superior customer service, Alsay saw a need for quality well services in Texas. With the demand for drilling municipal and industrial wells increasing, Alsay eventually relocated their headquarters to the Houston area. With business growing throughout the state, Alsay also opened a San Antonio location in 2000. For more than 33 years, Alsay has provided water and wastewater services, including well drilling and repair, pump installation and repair, and rental equipment.
AVW-TELAV INC.
Business Services
Mergers & Acquisitions
Founded in 1984, Alford Media Services is a nationally recognized corporate event staging company providing audio, video, lighting and show coordination services for a wide range of clientele. Alford Media brings together a group of dedicated professionals with years of experience in the audio-video industry to provide solutions to customers worldwide.
$10,000,000
Industrial Services & Manufacturing
Raising Capital
Cornerstone is a leading manufacturer and marketer of plastic household products. The company produces, markets and distributes a variety of high quality injection molded totes, refuse containers and laundry items which are sold on a national basis through a number of distribution channels.
$70,000,000
Business Services
Raising Capital
Trajen, based in Bryan, Texas, is a leading provider of aviation support and logistics solutions to the general aviation market and to the U.S. Department of Defense. Trajen has FBOs at 14 airports in the U.S., where it provides general aviation support services. Additionally, Trajen manages fueling and fuel logistic services at 12 locations for the U.S. military.
$15,000,000
Industrial Services & Manufacturing
Raising Capital
Cornerstone is a leading manufacturer and marketer of plastic household products. The company produces, markets and distributes a variety of high quality injection molded totes, refuse containers and laundry items which are sold on a national basis through a number of distribution channels.
Energy, Power & Infrastructure
Mergers & Acquisitions
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
Bimbo Cereal Foods, Inc.
Consumer Products & Services
Mergers & Acquisitions
Grupo Bimbo, S.A. de C.V. is a Mexican multinational bakery product manufacturing company headquartered in Mexico City, Mexico.
$10,000,000
Industrial Services & Manufacturing
Raising Capital
With over 30 years of continued success and outstanding growth, Bray International has become one of the premier quarter-turn butterfly valve, ball valve, and pneumatic and electric actuator manufacturers in the world, and the largest manual and automated butterfly valve manufacturer in the western hemisphere. With global operations in over 40 countries, Bray has developed a fully integrated and innovative product line. These products are engineered to meet customers’ needs and expectations.
Business Services
Raising Capital
CapRock provides turnkey satellite telecommunications solutions primarily to the energy industry in the Gulf of Mexico, the North Sea and other remote locations.
Financial Advisory Services
Consumer Products & Services
Advisory Services
Imperial Sugar Company is a manufacturer and marketer of pure cane sugar, specialty sweeteners and other products.
$8,000,000
Business Services
Raising Capital
Barrett Kendall Publishing is an Austin, Texas based K-12 educational publisher.
Financial Advisory Services
Consumer Products & Services
Business Services
Advisory Services
Simple Communications, L.L.C. sells phones and service through third-party retailers. The company is based in Houston, Texas.
EOTT Energy Corp.
Energy, Power & Infrastructure
Advisory Services
EOTT Energy Partners, L.P. is engaged in the purchasing, gathering, transporting, trading, storing and reselling of crude oil and natural gas liquids and related activities.
Industrial Services & Manufacturing
Mergers & Acquisitions
MET provides proprietary technology solutions to the refining, steel and specialty chemical industries. Often using modular concepts, this niche company treats industrial wastewater and offers byproduct chemical recovery services through long-term service agreements whereby MET typically owns and operates facilities for its customers.
Software & Tech-Enabled Services
Mergers & Acquisitions
Houston Consulting Group, Inc. is has provided software and consulting services to refineries located throughout the world since 1997. The company believes it is the dominant refinery scheduling software provider in the market. HCG has completed 29 installations over the last three years and has licensed its products at an additional 12 refineries. The company has sales offices in Houston, London and Bangkok and has 10 full-time employees.
Energy, Power & Infrastructure
Advisory Services
EOTT Energy Partners, L.P. is engaged in the purchasing, gathering, transporting, trading, storing and reselling of crude oil and natural gas liquids and related activities.
Financial Advisory Services
Specialty Distribution
Advisory Services
Aeriform is an independent distributor of specialty and industrial cylinder gases.
Financial Advisory Services
Industrial Services & Manufacturing
Advisory Services
Goodman Manufacturing Company, L.P. produces a complete line of residential and commercial air conditioning and heating equipment at its three modern, high technology factories, totaling over 1,200,000 square feet in Houston, Texas, Dayton and Fayetteville, Tennessee. Goodman’s equipment is sold through a worldwide network of independent distributors and installers.
$4,825,000
Energy, Power & Infrastructure
Raising Capital
RIMCO Production Company Inc. is an oil and gas exploration and production company focusing on developing reserves in the Gulf Coast through the use of 3-D seismic.
$2,960,000
Consumer Products & Services
Business Services
Raising Capital
Simple Communications, L.L.C. sells phones and service through third-party retailers. The company is based in Houston, Texas.
$13,364,000
Industrial Services & Manufacturing
Business Services
Raising Capital
Sovereign Business Forms, Inc. was founded in 1996 in Houston, Texas to consolidate the highly fragmented, wholesale business forms industry. Today, Sovereign is one of the ten largest manufacturers and wholesalers of custom business forms in the U.S., operating five businesses with a combined market reach that covers portions of the Central and Eastern United States. The Company manufactures and sells a variety of exclusively custom business forms, primarily serving wholesale forms distributors, other forms manufacturers and small commercial printing shops. Sovereign’s products are widely used within the healthcare, insurance, delivery and fulfillment, banking and automotive industries, as well as by a wide variety of small businesses. The Company’s products include snap-out forms, continuous forms, laser cut sheets and sales and log books.
Financial Advisory Services
Industrial Services & Manufacturing
Business Services
Advisory Services
Sovereign Business Forms, Inc. was founded in 1996 in Houston, Texas to consolidate the highly fragmented, wholesale business forms industry. Today, Sovereign is one of the ten largest manufacturers and wholesalers of custom business forms in the U.S., operating five businesses with a combined market reach that covers portions of the Central and Eastern United States. The Company manufactures and sells a variety of exclusively custom business forms, primarily serving wholesale forms distributors, other forms manufacturers and small commercial printing shops. Sovereign’s products are widely used within the healthcare, insurance, delivery and fulfillment, banking and automotive industries, as well as by a wide variety of small businesses. The Company’s products include snap-out forms, continuous forms, laser cut sheets and sales and log books.
Business Services
Mergers & Acquisitions
First Equity Corporation is an Austin, Texas-based finance company that originates, funds and sells purchase-money second mortgages, home equity loans and home improvement loans.
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
Universal Seismic provides three-dimensional seismic data acquisition and processing services to the energy industry.
$4,200,000
Consumer Products & Services
Business Services
Raising Capital
Simple Communications, L.L.C. sells phones and service through third-party retailers. The company is based in Houston, Texas.
Financial Advisory Services
Business Services
Raising Capital
Barrett Kendall Publishing is an Austin, Texas based K-12 educational publisher.
$2,000,000
Business Services
Raising Capital
Barrett Kendall Publishing is an Austin, Texas based K-12 educational publisher.
$15,000,000
Software & Tech-Enabled Services
Raising Capital
Simplified Development Corporation is a software company that develops Internet-based software solution for e-telcos and provides a comprehensive solution for e-telcos including billing, reporting, e-commerce, authentication and authorization, security, rating, system administration and customer management, and provisioning. It interfaces with Cisco, Nortel and Lucent and operates multiple vendors from a single site.
Financial Advisory Services
Software & Tech-Enabled Services
Advisory Services
Simplified Development Corporation is a software company that develops Internet-based software solution for e-telcos and provides a comprehensive solution for e-telcos including billing, reporting, e-commerce, authentication and authorization, security, rating, system administration and customer management, and provisioning. It interfaces with Cisco, Nortel and Lucent and operates multiple vendors from a single site.
ECT Wind River ECT Powder River
Enron Midstream Services
Energy, Power & Infrastructure
Buy-Side Advisory
Northern Border Partners, L.P. owns and manages natural gas pipelines and is engaged in the gathering and processing of natural gas.
Energy, Power & Infrastructure
Mergers & Acquisitions
Operational Services Inc. is a Houston-based oil field operational management services supplier.
$30,000,000
Healthcare
Advisory Services
Gepirone is a developer of pharmaceutical products.
Lomas Financial Corporation
Financial Advisory Services
Business Services
Advisory Services
Lomas Financial Corporation offers financial services. The Company offers real estate mortgage and construction and development loans, as well as provides data processing services. Lomas Financial serves customers throughout the United States.
GTS Duratek
Environmental & Sustainability
Mergers & Acquisitions
DuraTherm provides advanced technologies and services for petroleum remediation, waste management, and resource recovery. These are available worldwide to petroleum and petrochemical related industries, environmental companies, and governmental organizations.
$7,000,000
Environmental & Sustainability
Raising Capital
DuraTherm provides advanced technologies and services for petroleum remediation, waste management, and resource recovery. These are available worldwide to petroleum and petrochemical related industries, environmental companies, and governmental organizations.
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
The Hitox Corporation of America is a manufacturer of innovative pigments and extenders that are used in paints, coatings, plastics and a wide variety of other products. These pigments are marketed internationally by distributors located world‐wide, in about 35 countries. Other services include materials handling, custom milling and packaging.
Management
Energy, Power & Infrastructure
Mergers & Acquisitions
Universal Compression, Inc. provides natural gas compression services and products to the natural gas industry.
Industrial Services & Manufacturing
Buy-Side Advisory
Plassein Packaging Corp. was formed in early 1999 to build a company that will become a single source provider of plastic flexible packaging and specialty film products to a diverse customer base spread across a variety of industries.
Micro Carbide Tool Corporation
Talbot Holdings, Ltd.
Industrial Services & Manufacturing
Mergers & Acquisitions
$18,000,000
Environmental & Sustainability
Raising Capital
MET provides proprietary technology solutions to the refining, steel and specialty chemical industries. Often using modular concepts, this niche company treats industrial wastewater and offers byproduct chemical recovery services through long-term service agreements whereby MET typically owns and operates facilities for its customers.
$12,500,000
Business Services
Raising Capital
Barrett Kendall Publishing is an Austin, Texas based K-12 educational publisher.
Alford Media Services, Inc.
Business Services
Buy-Side Advisory
Stellar Event & Presentation Resources, Inc. operates as an event resource company in the United States. It focuses on staging special events, meetings, and corporate presentations. The company offers rental equipment and services. It provides resources, such as fine china, flatware, stemware, serving pieces, linens, chairs, tables, tents and structures, understructures, bleachers, tabletop, and food service equipment, as well as tents with electrical power distribution and lighting. Stellar Event also offers sound, lighting, video, and staging equipment. The company was founded in 1998 and is headquartered in Houston, Texas.
DR Acquisition Corp.
$7,402,000
Specialty Distribution
Raising Capital
DR Acquisition Corp.
Specialty Distribution
Buy-Side Advisory
DR Acquisition Corp.
Specialty Distribution
Mergers & Acquisitions
Travis International, Inc. is a diversified wholesale distributor of specialty products and provider of related value-added services.
$51,000,000
Business Services
Raising Capital
Founded in 1945 and based in Houston, Texas, Associated Building Services is a building service contracting company. Its services include janitorial services, clean room protocol, floor/carpet maintenance and restoration, refuse removal and recycling, post-construction cleans, day porters and attendants, painting and maintenance labor, parking lot cleaning and striping, risk management, disaster recovery, pressure washing, marble polishing, doormat exchange service, and re-lamping. The company has operations in Texas, Tennessee, Virginia, Arizona, Colorado, Louisiana, Oregon, and Washington.
$62,500,000
Industrial Services & Manufacturing
Raising Capital
rePipe, Inc. provides underground construction and pipe rehabilitation services for sewer pipelines in North America. The company’s services include pre-job design assistance, pipe bursting, and trench less lining. It offers its services to governmental, commercial, and industrial operators of underground pipelines carrying wastewater, potable water, gas, and industrial products. The company is based in Houston, Texas.
MECO, Inc.
Albritton Acquisition, L.L.C.
Business Services
Mergers & Acquisitions
Maintenance Engineering Corp operates as an industrial equipment and supplies wholesale company.
Industrial Services & Manufacturing
Mergers & Acquisitions
Located in Houston, Texas, Allen-Stuart designs and fabricates custom-engineered packages for blower and compressor equipment in air and gas applications.
Rankin Automotive Group
Consumer Products & Services
Mergers & Acquisitions
U.S. Parts Corporation is a specialty supplier and retailer of automotive replacement parts, tools, supplies, equipment and accessories.
Rex International
Industrial Services & Manufacturing
Buy-Side Advisory
Plassein Packaging Corp. was formed in early 1999 to build a company that will become a single source provider of plastic flexible packaging and specialty film products to a diverse customer base spread across a variety of industries.
$1,275,000,000
Energy, Power & Infrastructure
Advisory Services
EOTT Energy Partners, L.P. is engaged in the purchasing, gathering, transporting, trading, storing and reselling of crude oil and natural gas liquids and related activities.
Business Services
Mergers & Acquisitions
Albrecht & Associates, Inc. provides specialized divestment and advisory services to the upstream oil and gas industry. The company’s main focus is to assist sellers of oil and gas properties in receiving full value for their assets by providing sellers with experienced professional representation. Since its inception, Albrecht & Associates has sold over $1 billion in oil and gas properties.
$1,000,000
Software & Tech-Enabled Services
Raising Capital
Entelligence, Inc. places talented and forward-thinking information systems professionals in contract and full-time employment opportunities with companies that use information technology to gain a competitive advantage. The company also offers strategic consulting IT services.
$51,250,000
Business Services
Raising Capital
Stellar Event & Presentation Resources, Inc. operates as an event resource company in the United States. It focuses on staging special events, meetings, and corporate presentations. The company offers rental equipment and services. It provides resources, such as fine china, flatware, stemware, serving pieces, linens, chairs, tables, tents and structures, understructures, bleachers, tabletop, and food service equipment, as well as tents with electrical power distribution and lighting. Stellar Event also offers sound, lighting, video, and staging equipment. The company was founded in 1998 and is headquartered in Houston, Texas.
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
Daniel Industries, Inc. manufactures measurement devices, including orifice, turbine and ultrasonic meters, and electronic instruments used in conjunction with flow measurement products, and flow measurement systems used by transporters, refiners, and processors of oil and natural gas. The company was founded in 1930 and is based in Houston, Texas.
Healthcare
Mergers & Acquisitions
Obstetrical and Gynecological (OBGYN) Associates, P.A. is a provider of a full range of healthcare services for women. Affiliated with the Women’s Hospital of Texas, OBGYN Associates’ more than 15 physicians have provided obstetrics and gynecology services for more than 50 years to the greater Houston community. GulfStar assisted the doctors who owned OBGYN Associates in its sale to FemPartners, a specialty management company for women’s health that was owned by private equity. FemPartners was later sold to Privia Medical Group.
Industrial Services & Manufacturing
Mergers & Acquisitions
Jetstream of Houston, Inc. is a leading manufacturer and supplier of high-pressure water blast equipment used for industrial cleaning. The company’s product line covers a full assortment of water blast equipment from small expendable items, such as nozzles, to accessories and complete systems requiring input power to 300 horsepower.
R&R Rentals
Industrial Services & Manufacturing
Buy-Side Advisory
National Equipment Services, Inc. (NES) specializes in renting specialty and general equipment to industrial and construction end users. The Company rents over 750 different types of machinery and equipment, and distributes new equipment for nationally recognized original equipment manufacturers. NES also sells used equipment as well as complementary parts, supplies and merchandise, and provides repair and maintenance services to its customers. R& R Rentals is a hydraulic crane and aerial lift equipment specialist serving industrial customers along the Texas and Louisiana gulf coast.
Hazco Services, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
$56,000,000
Energy, Power & Infrastructure
Raising Capital
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
Financial Advisory Services
Business Services
Advisory Services
Horton Homes, Inc. produces HUD code manufactured homes and modular homes in Southeastern United States. The company was founded in 1970 and is based in Eatonton, Georgia. Horton Homes, Inc. operates as a subsidiary of Horton Industries, Inc.
Industrial Services & Manufacturing
Mergers & Acquisitions
Marine & Petroleum assets acquired include plants in Houston, Burnet and Freeport, Texas. Tex-o-Lon makes machines and distributes polytetrafluoroethylene products. Repro-Lon reprocesses PTFE compounds.
Energy, Power & Infrastructure
Mergers & Acquisitions
CompuSeis, Inc. is a systems integration company, that designs, manufactures and markets seismic data acquisition and processing hardware and software products for seismic contractors. The company was founded in 1991 and is based in Austin, Texas.
Dental Consulting Services, Inc.
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Software & Tech-Enabled Services
Mergers & Acquisitions
Spectrum Software Services Group, Inc. (S3G, Inc.) is a software consulting firm that provides business enterprise application support services such as planning, customizing, implementing and software information systems with applications in financial, human resources and materials management.
Industrial Services & Manufacturing
Mergers & Acquisitions
EOA Systems Incorporated (EOA) designs and manufactures peripheral products used in conjunction with industrial robots. The Company’s product line includes quick-change adapters, safety mounts, water conservation systems and specialty aerospace machining systems. EOA was acquired by a wholly-owned subsidiary of Dover Corporation.
Vintage Sports Cards
$14,000,000
Consumer Products & Services
Raising Capital
Vintage Sports Cards is a trading card supplier.
$5,000,000
Business Services
Software & Tech-Enabled Services
Raising Capital
Fiberspar, Inc. has developed and patented a composite material and an automated, flexible and low-cost manufacturing process that creates high-performance tubular products superior to those that previously existed.
$18,000,000
Software & Tech-Enabled Services
Raising Capital
Bindview Development is a developer of network management software and administrative tools for Novell and NT networks.
Financial Advisory Services
Software & Tech-Enabled Services
Advisory Services
AutoGas Systems, Inc. provides software development services in customer solutions and operations systems for the gasoline, retail, and c-store industries.
Allied Metals, Inc.
Industrial Services & Manufacturing
Mergers & Acquisitions
Founded in 1950 and based in Houston, Texas, Allied is a stainless steel service center that provides value-added processing and distribution services to its customers. Allied’s principal focus is on stainless plate products and, to a lesser extent, stainless steel bar, rod and angle, and aluminum products. The company maintains processing and distribution facilities in Houston and Tulsa, and outside sales representation in Dallas, Texas and Springfield, Missouri.
Financial Advisory Services
$37,375,000
Healthcare
Advisory Services
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Financial Advisory Services
Healthcare
Advisory Services
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Allservice Environmental, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
Airgas Safety Services
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
Business Services
Buy-Side Advisory
US Legal Support, Inc. provides legal support and staffing services in the United States. The Company’s services include court reporting, certified record retrieval, legal placement and staffing and related services to law firms and corporations.
NES Acquisition Corp.
Energy, Power & Infrastructure
Environmental & Sustainability
Mergers & Acquisitions
Sprintank rents frac tanks, tank trailers and other temporary bulk storage tanks to the refining, petrochemical and other industries.
Business Services
Mergers & Acquisitions
Computer Resources Management, Inc. develops, sells and supports an integrated suite of hardware and software designed specifically for the telecommunications market that provides convergent billing, customer service, and customer information management functions.
$5,000,000
Business Services
Raising Capital
SPEC Group Holdings, Inc. is a leading provider of technicians, specialists, and professionals for a wide range of technical consulting, inspection, training and staff augmentation services to a select group of industries.
Industrial Services & Manufacturing
Mergers & Acquisitions
Stainless Tubular Products supplies welded stainless steel tubing, nickel, duplex tubing, pipe, fittings, flanges and bar products.
Industrial Services & Manufacturing
Mergers & Acquisitions
Metals Inc. specializes in metals fabrication.
$24,196,846
Business Services
Raising Capital
US Legal Support, Inc. provides legal support and staffing services in the United States. The Company’s services include court reporting, certified record retrieval, legal placement and staffing and related services to law firms and corporations.
Sabre Specialized Protection Services, Ltd.
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
Energy Zone Holdings, Inc.
Energy Zone, Inc.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
Herlin Industries, Inc.
$9,800,000
Energy, Power & Infrastructure
Raising Capital
Herlin Industries, Inc.
Catalyst Energy Services, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Basil Joffee Associates & Bechtel P.I.M.S.
Software & Tech-Enabled Services
Mergers & Acquisitions
The Bechtel Corporation is a leading provider of global engineering, procurement, and construction services to a wide variety of industries. Bechtel’s P.I.M.S. (Process Industries Modeling System) business unit, headquartered in Houston, provides market-leading software products for planning and scheduling in the process industries, which are based on linear programming technology. Bechtel PIMS contracts with Basil Joffe Associates Inc., a local independent software company, to conduct software development.
Senior Management Group
Business Services
Mergers & Acquisitions
Fair Market Value Opinion for a Limited Partnership Interest
Environmental & Sustainability
Business Services
Advisory Services
Sprint Fort Bend County Landfill is a type IV construction and demolition landfill located in Richmond, Texas. In addition to serving customers of Sprint Waste Services and the Sprint family of companies, the landfill is open to the public. Since opening in 1982, the landfill has been managed with the highest safety and environmental standards while operating within all state and federal guidelines.
$2,200,000
Business Services
Raising Capital
E-Stamp Corporation provides Internet solutions designed to help businesses and consumers complete secure transactions.
Horizon Dental Centers
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Physicians Resource Group, Inc.
Healthcare
Mergers & Acquisitions
Houston Eye Associates is the largest ophthalmology practice in the United States with multiple businesses in Houston. Houston Eye provides a full range of leading edge ophthalmology services through its more than 25 associated physicians. GulfStar assisted Houston Eye’s doctors in completing a majority recapitalization with Physicians Resource Group, which was a national consolidator of ophthalmology practices. Houston Eye eventually repurchased the business.
Long Reach Holdings
Brudi, Inc.
Industrial Services & Manufacturing
Mergers & Acquisitions
Buy-Side Advisory
Long Reach manufactures lift truck attachments and material handling equipment.
CogniSeis Development, Inc.
Tech-Sym Corporation
Energy, Power & Infrastructure
Mergers & Acquisitions
1st Dental Care, P.A.
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Mid-South Dental Centers, P.C.
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Tri-Union Development Corporation
$12,500,000
Energy, Power & Infrastructure
Raising Capital
Tri-Union Development Corporation is a crude oil and natural gas exploration and production company.
Chase Telecommunications, L.P.
$14,950,000
Business Services
Raising Capital
Chase Telecommunications is a provider of Personal Communications Services.
Financial Advisory Services
Business Services
Advisory Services
Howell Corporation is a provider of insurance and logistics services.
Clean Acquisition, Inc.
Consumer Products & Services
Mergers & Acquisitions
Buy-Side Advisory
$16,500,000
Healthcare
Raising Capital
Formed in 1981 by Chairman Jack Castle Jr. and his father, Houston dentist Dr. Jack Castle, Castle Dental has grown into a major provider of dental practice management services to a wide variety of dental practices.
Chase Telecommunications, L.P.
$3,920,000
Business Services
Raising Capital
Chase Telecommunications is a provider of Personal Communications Services.
Enron Liquids Pipeline Company
Enron Gas Processing Company
Energy, Power & Infrastructure
Buy-Side Advisory
Enron Liquids Pipeline Company was formed to own and operate a pipeline system carrying liquid fuels.
Vintage Sports Cards
Financial Advisory Services
Consumer Products & Services
Advisory Services
Vintage Sports Cards is a trading card supplier.
$7,500,000
Business Services
Raising Capital
Post N Mail is a start-up postage service operator.
$10,550,000
Healthcare
Raising Capital
ViroTex is a pharmaceutical drug-delivery company.
$20,000,000
Healthcare
Raising Capital
Quest Medical, Inc. is a United States medical manufacturer that focuses on providing better outcomes through design, development, manufacturing, and distribution of superior products. Quest Medical offers high-performing technology devices to optimize the capabilities of the medical specialties it serves, including cardiac surgery, ophthalmic surgery, oncology, IV fluid and anesthesia delivery.
$15,500,000
Energy, Power & Infrastructure
Raising Capital
Total Safety provides integrated industrial safety services, strategies, and equipment to oil and gas, industrial, and process industry customers in the United States and internationally.
Sequoia Systems, Inc.
Industrial Services & Manufacturing
Software & Tech-Enabled Services
Buy-Side Advisory
Texas Microsystems, Inc. is a manufacturer of industrial personal computers and servers.
Beall-Ladymon Corporation
Specialty Retailers, Inc.
Consumer Products & Services
Mergers & Acquisitions
Based in Shreveport, Beall-Ladymon was founded in 1951 by W. F. Beall and Raymond C. Ladymon, who opened stores in five North Louisiana locations. By 1953, the company had expanded to thirteen outlets in Arkansas. In 1992, the company began consolidating and was sold to Specialty Retailers, Inc., of Houston, Texas in 1994. The former Beall-Ladymon outlets then began operating under the name Stage Stores, Inc.
I-C Manufacturing Company
ICMC Acquisition Company
Industrial Services & Manufacturing
Mergers & Acquisitions
Series A Preferred Stock; Subordinate Debt with Warrants
Healthcare
Raising Capital
SpectraCell Laboratories, Inc. is a clinical laboratory specializing in personalized disease prevention and management solutions.
MCX Corp.
$14,000,000
Business Services
Raising Capital
MCX Corp. is a provider of transportation services.
$77,333,351
North Dayton Storage Company
Energy, Power & Infrastructure
Raising Capital
HNG Dayton Storage provides warehousing and storage.
Digicon, Inc.
$15,000,000
Energy, Power & Infrastructure
Raising Capital
Digicon, Inc. acquires seismic data used to search for oil and natural gas.
Fort Bend MR, Ltd.
Fort Bend Imaging, Inc.
Mergers & Acquisitions
Buy-Side Advisory
U.S. Imaging provides diagnostic imaging services.
Reunion Resources
200,000 Shares
Energy, Power & Infrastructure
Raising Capital
Running W Citrus, LP
$31,000,000
Palmetto Partners and Houston Citrus Investors
Consumer Products & Services
Raising Capital
Running W Citrus owns several orange grove locations in the southern half of Florida.
People's Choice TV of Houston, Inc.
$7,000,000
Business Services
Raising Capital
People’s Choice TV of Houston, Inc. provides cable television services. The company was founded in 1999 and is based in Houston, Texas.
Financial Advisory Services
Energy, Power & Infrastructure
Advisory Services
American Oilfield Divers is a leading provider of subsea services and related products, including diving, marine construction and environmental services to the offshore oil and gas industry.
TRI-SEN Systems, Inc.
Industrial Services & Manufacturing
Mergers & Acquisitions
TRI-SEN Systems is a turbomachinery control supplier.
Engineering Physics Software, Inc.
Financial Advisory Services
Software & Tech-Enabled Services
Advisory Services
Express Cash International Corporation
Business Services
Mergers & Acquisitions
Express Cash International Corp. provides pawn brokerage services.
$3,100,000
Energy, Power & Infrastructure
Raising Capital
HNG Storage Company provides warehousing and storage.
UniPure Corporation
$2,500,000
Software & Tech-Enabled Services
Raising Capital
Financial Advisory Services
Business Services
Advisory Services
GFS Company
Digicon, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
Financial Advisory Services
Consumer Products & Services
Advisory Services
WNS is a consumer product distributor.
AVA International, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
GFS Data Sales Company, Inc.
Universal Seismic Associates, Inc.
Energy, Power & Infrastructure
Mergers & Acquisitions
Financial Advisory Services
Consumer Products & Services
Advisory Services
Financial Restructuring
$37,366,000
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Ares-Serono S.A. is a Swiss developer and marketer of pharmaceutical products.
Houston International Teleport, Inc.
Motor Columbus Switzerland A.G.
Business Services
Mergers & Acquisitions
Houston International Teleport provides satellite-transmission services.
Henley International, Inc.
Healthcare
Mergers & Acquisitions
Buy-Side Advisory
Henley International, Inc. manufactures medical equipment.
Henley International, Inc.
$22,000,000
Healthcare
Raising Capital
Henley International, Inc. manufactures medical equipment.
TME Partners III, Ltd.
$22,500,000
Healthcare
Raising Capital
Olshan Demolishing Company, Inc.
Olshan Asbestos Removal Corporation
Industrial Services & Manufacturing
Mergers & Acquisitions
Olshan Demolishing Co. and Olshan Asbestos Removal Corp. provide industrial dismantling and related services throughout the United States.
$5,302,500
Consumer Products & Services
Raising Capital
Jungle Jim’s Playland is an indoor amusement park for families.
Quinn Air, Inc.
Diversified Air, Inc.
Business Services
Mergers & Acquisitions
Buy-Side Advisory
CirrusCorp., Inc. specializes in aviation products and services.
CirrusCorp., Inc.
$18,250,000
Business Services
Raising Capital
CirrusCorp., Inc. specializes in aviation products and services.
Plains Gulf Coast Limited Partnership
Energy, Power & Infrastructure
Mergers & Acquisitions
Buy-Side Advisory
Plains Resources, Inc. engages in the acquisition, development, and exploitation of crude oil and natural gas. The company also has interests in the midstream activities of marketing, gathering, transportation, terminalling, and storage of crude oil. Plains Resources, Inc. was incorporated in 2007 and is based in Houston, Texas.
$6,500,000
Energy, Power & Infrastructure
Raising Capital
Quality Tubing manufactures and provides coiled tubing products. Its products are used for downhole applications. The company was founded in 1976 and is based in Houston, Texas.
Northwestern Steel and Wire Company
Financial Advisory Services
Industrial Services & Manufacturing
Advisory Services