Home and Business Services

• Represented Sound Partners, a lower-middle-market private equity firm, in the sale of two portfolio companies in the residential plumbing, heating and cooling space to ResiXperts, a residential home services platform.
• Represented a private equity-backed residential home services platform specializing in HVAC, plumbing and electrical services in a series of strategic transactions involving residential HVAC and plumbing businesses across the Western and Southwestern United States, including the acquisitions of:
  • A residential HVAC and plumbing services provider with approximately 90 employees serving the greater Las Vegas metropolitan area, marking the platform's entry into Nevada.
  • A Northern California-based provider of residential plumbing, heating and air conditioning services serving Sonoma, Marin and Napa counties, establishing the platform's presence in the Santa Rosa market.
  • A residential plumbing services provider based in San Carlos, California, expanding the platform's plumbing operations in the San Francisco Bay Area.
  • A multi-state residential plumbing services provider with operations in California and Arizona, involving the integration of the acquired operations into two existing platform businesses serving those markets.
  • A residential heating and cooling services provider based in Tucson, Arizona, expanding the platform's HVAC operations in southern Arizona.
• Represented a privately held, Texas-based fire and life safety systems company in its sale to a private equity-backed platform specializing in fire protection and security services. The acquisition expanded the buyer's geographic presence in Texas and surrounding markets and added capabilities in fire alarm, security and life safety system installation and maintenance.
• Represented a private equity-backed provider of outsourced supply chain workforce solutions in its acquisition of a Midwest-based industrial staffing company, expanding the platform's regional presence and industrial staffing capabilities.

Manufacturing and Industrials

• Represented a St. Louis-based industrial manufacturer serving the semiconductor packaging and process industries in the sale of controlling interests to a New York-based private investment partnership with experience investing in industrial manufacturing, distribution and technology businesses.
• Represented a Kansas-based, family-owned supplier of construction materials in the acquisition of a ready-mix concrete business.
• Represented an Ohio-based manufacturer of aqueous-based industrial parts cleaning and washing equipment serving the heavy equipment and automotive industries in the acquisition of assets from an automotive plastic molding manufacturer, together with a related sale-leaseback transaction involving owned real estate. Also represented the manufacturer in three add-on acquisitions of privately held plastic injection molding companies.

Health Care

• Represented a private equity-backed specialty medical practice platform in a series of physician practice acquisitions across multiple states, as well as related transactions involving physician ownership changes, practice restructuring and strategic expansion initiatives.
• Represented a national provider of facility-based and home-based patient care, operating through a network of inpatient rehabilitation hospitals, home health agencies and hospice agencies, in the acquisition of nine home health and 11 hospice locations across Alaska, Colorado, Montana, Washington and Wyoming.
• Served as lead deal counsel to a large California-based nonprofit health system in its acquisition of an Arizona-based nonprofit health system, including responsibility for due diligence, negotiation, transaction documentation and regulatory matters. 

Food Distribution

• Represented a privately held, Kansas City-based specialty produce distributor in its sale to a private equity-backed national foodservice distribution platform. The transaction expanded the buyer's Midwest presence and added a distribution business serving more than 4,000 customer locations across six states.