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Mergers and acquisitions transactions

Recent M&A success stories

Baker Tilly Capital professionals have completed hundreds of middle market transactions for public and private companies in industries including, but not limited to, business services, manufacturing and distribution, food and beverage, healthcare, energy, transportation and retail throughout the United States and internationally.
  • Manufacturing and distribution
  • Healthcare and life sciences

Recent success story

Legend Valve & Fitting sells to Employee Stock Ownership Plan (ESOP)

Learn how Baker Tilly Capital worked with Legend Valve to find an Employee Stock Ownership Plan (ESOP) buyer based on their commitment to their employees and the belief in shared ownership as a critical driver of long-term success.

Recent success story

Ohio Valley Nursing Home acquired by WMU Medicine Camden Clark Medical Center

Learn how Baker Tilly Capital worked with Ohio Valley Nursing Home to find a buyer committed to upholding the company’s reputation for exceptional care and patient outcomes.

See all of our M&A transaction case studies

Technology
BornTec sells to Transaction Network Services (TNS)

BornTec sells to Transaction Network Services (TNS)

Food and beverage
Sky Island Capital acquires Kaufhold’s Kurds

Sky Island Capital acquires Kaufhold’s Kurds

Construction
Northeast Traffic Control Services, Inc. has been acquired by Helix Traffic Solutions, LLC, a portfolio company of Nonantum Capital Partners

Northeast Traffic Control Services, Inc. has been acquired by Helix Traffic Solutions, LLC, a portfolio company of Nonantum Capital Partners

Technology
Proforma Screening Solutions, LLC sells to AccuSourceHR, a Housatonic Partners and PV Capital Group portfolio company

Proforma Screening Solutions, LLC sells to AccuSourceHR, a Housatonic Partners and PV Capital Group portfolio company

Healthcare and life sciences
CBEM, LLC sells to Redwood Family Care Network

CBEM, LLC sells to Redwood Family Care Network

Manufacturing and distribution
A.P. Nonweiler Co. Inc. sells to Renovo Capital LLC

A.P. Nonweiler Co. Inc. sells to Renovo Capital LLC

Manufacturing and distribution
A-Aerial sells to a strategic industry leader in utility equipment

A-Aerial sells to a strategic industry leader in utility equipment

Food and beverage
Krier Foods sells to Celerant Capital

Krier Foods sells to Celerant Capital

Manufacturing and distribution
Nazareth Pallet Company acquired by 48forty Solutions

Nazareth Pallet Company acquired by 48forty Solutions

Technology
Baker Tilly assists Wholesale Screening Solutions, a wholly owned subsidiary of Lowers Risk Group, LLC in sale to Gallant Capital Partners, LLC

Baker Tilly assists Wholesale Screening Solutions, a wholly owned subsidiary of Lowers Risk Group, LLC in sale to Gallant Capital Partners, LLC

Dealerships
Baker Tilly Capital advises on sale of auto dealerships to Fox Motors and Penske Automotive

Baker Tilly Capital advises on sale of auto dealerships to Fox Motors and Penske Automotive

Retail
Home Fashions Distributor LLC and Great Bay Home Fashions LLC find the right buyer through Baker Tilly Capital

Home Fashions Distributor LLC and Great Bay Home Fashions LLC find the right buyer through Baker Tilly Capital

Manufacturing and distribution
Baker Tilly Capital harnesses partner for English Riding Supply

Baker Tilly Capital harnesses partner for English Riding Supply

Recruiting
Truity Partners (fka Baker Tilly Search & Staffing) completes a management buyout

Truity Partners (fka Baker Tilly Search & Staffing) completes a management buyout

Manufacturing and distribution
Instrument Associates, Inc. sells to Motion & Control Enterprises

Instrument Associates, Inc. sells to Motion & Control Enterprises

Dealerships
Scaffidi Motors, Inc. sells its auto dealership and service center to The Rydell Company

Scaffidi Motors, Inc. sells its auto dealership and service center to The Rydell Company

Manufacturing and distribution
Major Industries Inc. sells to Kingspan Light + Air

Major Industries Inc. sells to Kingspan Light + Air

Dealerships
Scaffidi Motors, Inc. sells its heavy truck business to Kriete Truck Centers

Scaffidi Motors, Inc. sells its heavy truck business to Kriete Truck Centers

Manufacturing and distribution
The Spancrete Group, Inc. sells to Wells Concrete Products

The Spancrete Group, Inc. sells to Wells Concrete Products

Financial services
Stafford Financial Consulting Group sells to AssuredPartners Inc.

Stafford Financial Consulting Group sells to AssuredPartners Inc.

Manufacturing and distribution
Insulation Corporation of America sells to Wynnchurch Capital

Insulation Corporation of America sells to Wynnchurch Capital

Construction
Construction beams and dirt

GeoStructures sells to Platinum Equity-backed Terratest

Construction
Untangling tax reform: individual taxpayers and the applicability of a section 962 election

Suburban Group sells to a High Street Capital

Construction
White Construction Company, Inc. sells to Crestview Partners-backed Congruex, LLC

White Construction Company, Inc. sells to Crestview Partners-backed Congruex, LLC

Manufacturing and distribution
Baker Tilly Capital advises plastic injection molding company on sale to strategic industry buyer

Baker Tilly Capital advises plastic injection molding company on sale to strategic industry buyer

Manufacturing and distribution
Systems, Inc. acquired by Huron Capital Partners and Duchossois Capital Management

Systems, Inc. acquired by Huron Capital Partners and Duchossois Capital Management

Manufacturing and distribution
AmesburyTruth divests assets of Schlegel Specialty Products to Right Lane Capital LLC

AmesburyTruth divests assets of Schlegel Specialty Products to Right Lane Capital LLC

Manufacturing and distribution
Trucking company

Baker Tilly Capital advises trucking company on sale to strategic buyer

Manufacturing and distribution
Wisconsin manufacturer finds buyer with shared values

Wisconsin manufacturer finds buyer with shared values

Manufacturing and distribution
GMP Co., Inc. sells to Klein Tools

GMP Co., Inc. sells to Klein Tools

Real estate
Construction project leaders review the construction contracting process

Bringing a Kansas City building back to life

Real estate
Development partnership succeeds in first attempt to secure competitive financing for the construction of a new $20 million veterans housing building

Development partnership succeeds in first attempt to secure competitive financing for the construction of a new $20 million veterans housing building

Retail
Handshake in the sunlight

American Provenance secures equity funding from Winnebago Seed Fund and Tru Fragrance & Beauty

Retail
Laptop outside

Electronics company receives fairness opinion in connection with two-step acquisition

Real estate
Colorful buildings in the city

TRI Holdings, LLC secures financing to complete new Duluth Trading Company headquarters

Mobility and transportation
Business district skyline at night

Schuh Transport, Inc. sells business assets to Kenan Advantage Group, Inc.

Food and beverage
Greenhouse expansion project secures a $27 million New Markets Tax Credit allocation

Greenhouse expansion project secures a $27 million New Markets Tax Credit allocation

Manufacturing and distribution
Steel supplier and manufacturer received $32 million in NMTC financing for expansion

Steel supplier and manufacturer received $32 million in NMTC financing for expansion

Mobility and transportation
Pegasus Transportation, Inc. was successfully acquired by CRST International, Inc.

Pegasus Transportation, Inc. was successfully acquired by CRST International, Inc.

Manufacturing and distribution
Factory plant with machines

Manufacturer receives tax credits to support expansion

Food and beverage
Row of beer tap handles

Magnolia Brewing Company, LLC sells business assets to New Belgium Brewing Company

Manufacturing and distribution
International firm creates jobs in Texas with the help of New Markets Tax Credits

International firm creates jobs in Texas with the help of New Markets Tax Credits

Real estate
Overview of Madison, Wisconsin

Ed Gersek, Inc. sells quarries and real estate assets separately to Oneida Indian Nation of Wisconsin and Triple P, Inc.

Manufacturing and distribution
Denim manufacturer receives more than $6.9 million for facility construction

Denim manufacturer receives more than $6.9 million for facility construction

Food and beverage
Cheese processing facility creates 50 jobs with 55,000 square-foot expansion in rural Tennessee

Cheese processing facility creates 50 jobs with 55,000 square-foot expansion in rural Tennessee

Food and beverage
Food bank

Central Texas Food Bank expands capacity with NMTC program

Manufacturing and distribution
CDM Tool sells to Jacsten Holdings, LLC

CDM Tool sells to Jacsten Holdings, LLC

Private equity
Baker Tilly Capital advises specialty veterinary hospital on recapitalization

Baker Tilly Capital advises specialty veterinary hospital on recapitalization

Real estate
Baker Tilly assists in closing first PACE Wisconsin project

Baker Tilly assists in closing first PACE Wisconsin project

Real estate
Milwaukee Symphony Orchestra finds new home in historic Warner Grand Theatre

Milwaukee Symphony Orchestra finds new home in historic Warner Grand Theatre

Food and beverage
J.R. Short Milling Company sells to Lake Pacific Partners

J.R. Short Milling Company sells to Lake Pacific Partners

For more information on these deals, or to learn how Baker Tilly Capital specialists can help, contact our team.

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