Our Team

We have advised middle market companies worldwide, completing hundreds of transactions involving strategic and financial clients and counterparties.

25+ years of investment banking

Areas of Focus

Industrial products
Industrial services
Building products
Engineered products
Healthcare

Previous Experience

Craig-Hallum Capital Group – Co-head of M&A
Lazard Middle Market – Managing Director, co-head of industrials practice
Goldsmith, Agio, Helms – Managing Director, co-head of industrials practice
Belmont Associates, Inc. – Partner

Education

Harvard University – BA, Economics

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Standard Locknut

Standard Locknut is a manufacturer of specialized bearing components for critical function applications across a diverse set of industrial markets.

Trialon Corporation

Trialon is a provider of high-value-add, technical testing, validation, and engineering services for electrical and electronic components.

Modern Catheter Technologies

Leading manufacturer and provider of complex catheter delivery systems for sophisticated market segments.

ASPEQ Heating Group

Leading designer and manufacturer of custom-configured and highly-engineered electric heating and thermal management products to the industrial, commercial, military, marine and transportation markets.

Education

University of Wisconsin – BS, Economics and Mathematics

Previous Experience

Five Elms Capital
Public Financial Management

Education

Iowa State University – BS, Finance

25+ years of investment banking and corporate development

Areas of Focus

Software/SaaS
Technology-enabled services
e-Commerce & direct marketing
Digital media / marketing
IT products and services

Previous Experience

Quetico Partners – Partner
Lazard Middle Market – Managing Director, head of technology and software practice
Goldsmith, Agio, Helms – Managing Director, head of technology and software practice
WAM!NET – SVP Corporate Development
Ceridian Corporation – Director Strategy and Marketing
General Mills, Inc.

Education

Wharton School at the University of Pennsylvania – MBA
Moorhead State University – BS, Economics

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CaptionMax

Provider of media accessibility services, including captioning, localization, translation, subtitling and audio description.

Concord USA

Leading provider of technology consulting and digital transformation services.

Right Stuf

Leading e-commerce platform for anime products, including exclusive and limited-edition media, collectibles, books, and figurines for consumers, enthusiasts, and collectors.

IndustrySafe

Leading provider of SaaS-based Environmental, Health & Safety (“EHS”) management solutions for businesses serving a wide variety of end-markets.

5+ years of investment banking

Areas of Focus

Software/SaaS
Legal Tech
HR Tech/HCM
Compliance and eLearning/Training
FamTech
InsurTech
GovTech/Public safety
Vertical application software
B2B/Enterprise software
e-Commerce

Previous Experience

Cascadia Capital

Education

Carleton College – BA, Political Science

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U.S. Compliance Corporation

Leading provider of subscription-based Environmental, Health and Safety (“EHS”) compliance solutions to manufacturers and distributors across North America.

viGlobal

Leading provider of strategic people management software to law and professional services firms.

NetDocuments

Provider of an industry-leading cloud-based content management and productivity platform for law firms, corporate legal departments, and public sector entities.

Health e(fx)

Provider of comprehensive ACA compliance and benefits analytics software solutions and services.

Previous Experience

APPLIED Adhesives

Education

University of Minnesota – MS, Medical Device Innovation
University of Iowa – BSE, Biomedical Engineering

Previous Experience

Bridgepoint Investment Banking

Education

Iowa State University – BS, Finance

5+ years of investment banking

Areas of Focus

Software/SaaS
Technology-enabled services
e-commerce
Fin Tech

Previous Experience

Quetico Partners

Education

Carleton College – BA, Economics

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Right Stuf

Leading e-commerce platform for anime products, including exclusive and limited-edition media, collectibles, books, and figurines for consumers, enthusiasts, and collectors.

Ad Remover

Market leading B2C SaaS provider of an intuitive in-browser extension and mobile app that blocks online ads and activity trackers.

Savigent Software

Leading IIoT provider of next generation digital manufacturing software and professional services to Fortune 1000 manufacturers.

IndustrySafe

Leading provider of SaaS-based Environmental, Health & Safety (“EHS”) management solutions for businesses serving a wide variety of end-markets.

25+ years of investment banking, capital formation and institutional investment management

Areas of Focus

Agriculture / Agtech
Food / FoodTech
Water
Industrial products
Industrial services

Previous Experience

Craig-Hallum Capital Group – Managing Director
EcoAlpha Asset Management – CEO
AWJ Capital Partners – Co-founder and Managing Member
Talaria Partners, LLC – Portfolio Manager
Wessels, Arnold & Henderson – Partner
Amerindo Investment Advisors

Education

Georgetown University – JD
Georgetown University – BS, Political Science

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Agrian

Unified agriculture SaaS management platform for precision, agronomy, sustainability, analytics, and compliance.

BCGlobal

Leading provider of database subscription services delivering real-time information impacting the trade of food, beverage, and agricultural products.

Conservis

Integrates disparate farm technologies into one streamlined interface to manage the business of farming.

Education

Middlebury College – BA, Economics

25+ years of investment banking

Areas of Focus

Consumer products and services
Industrial products
Industrial services
Business services
Healthcare

Previous Experience

Craig-Hallum Capital Group – Co-head of M&A
Lazard Middle Market – Managing Director, head of consumer practice
Goldsmith, Agio, Helms – Managing Director
Dorsey & Whitney LLP – Attorney
Reinhart Boerner Van Deuren s.c. – Attorney

Education

University of Iowa College of Law - JD
Marquette University – BA, English

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UR VMS

UR VMS is a leading provider of vehicle management solutions.

Hi-Tech Industries

Provider of consumable, branded automotive detailing and reconditioning products serving the professional / DIFM automotive appearance market.

Wholesale Produce Supply

Leading fresh produce logistics and inventory management solutions provider.

Modern Catheter Technologies

Leading manufacturer and provider of complex catheter delivery systems for sophisticated market segments.

15+ years of investment banking

Areas of Focus

Specialty chemicals
Specialty materials
Packaging
Plastic manufacturing

Previous Experience

Piper Sandler – Director
Lazard Middle Market
Entegris
Piper Jaffray

Education

University of Minnesota – MBA
University of Colorado Boulder – BS, Finance

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Techmer PM

Leading designer and producer of advanced engineering materials, including custom color, additive masterbatch, and design and compounding solutions for the plastics and fiber industries.

Schoeneck Container

Provider of customer and stock blow molders.

HarperLove Adhesives

Leading manufacturer of critical additive solutions used in the formulation of adhesives for the corrugated manufacturing process.

20+ years of investment banking

Areas of Focus

Consumer products and services
Business services
Industrial services
Industrial products

Previous Experience

Craig-Hallum Capital Group – Director
Lazard Middle Market – Director
Goldsmith, Agio, Helms
Evensen Dodge, Inc.

Education

Harvard University – MPP
University of Notre Dame – BS, Economics and Government

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Portu-Sunberg

Leading provider of innovative sales and marketing, creative services, data insights and account management to emerging consumer brands and private label suppliers.

Hi-Tech Industries

Provider of consumable, branded automotive detailing and reconditioning products serving the professional / DIFM automotive appearance market.

UR VMS

UR VMS is a leading provider of vehicle management solutions.

Concord USA

Leading provider of technology consulting and digital transformation services.

Previous Experience

Lazard Middle Market
U.S. Bank

Education

University of Minnesota – MBA
St. Olaf College – BA, Economics & Finance

25+ years of M&A and private placement experience

Areas of Focus

Industrial products
Industrial services
Business services

Previous Experience

Quetico Partners – Managing Director
Lazard Middle Market – Managing Director
Goldsmith, Agio, Helms – Managing Director
Piper Jaffray, Inc
E.W. Blanch Holdings

Education

University of Minnesota – MBA
Colby College – BS, Economics and Spanish

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J&B Pallet

Manufacturer and provider of pallets and pallet recycling services.

Aspen Equipment

Distributor and upfitter of truck equipment and a distributor of heavy cranes.

Griffin Gear

Manufacturer of heavy-duty replacement gears and provider of industrial gearbox rebuild services.

Yale Mechanical

Mechanical contractor providing HVAC, process piping, millwright, and plumbing services.

Previous Experience

Piper Sandler

Education

Middlebury College – BA, Neuroscience and Economics
Member of the Women’s Cross Country and Track and Field Teams

5+ years of investment banking

Areas of Focus

Industrial products
Industrial services
Building products
Business services

Previous Experience

Burton Hill Capital
Brook Venture Partners

Education

Merrimack College – MS, Management
Merrimack College – BS, Business Administration and Management

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Arrow Acquisition

Leading provider of attachment solutions serving diverse material handling applications.

Rock Energy Systems

Manufacturer and distributor of highly-engineered heating and air movement solutions.

Aspen Equipment

Distributor and upfitter of truck equipment and a distributor of heavy cranes.

Bailey International

Manufacturer and value-added distributor of highly-engineered hydraulic and electro-hydraulic solutions for mobile equipment OEMs and aftermarket end-users across diverse markets.

5+ years of investment banking

Areas of Focus

Business services
Industrial products
Industrial services
Building products
Agriculture / Agtech
Healthcare

Previous Experience

SWK Technologies
SPS Commerce
HypeSpark
US Bank
Impact Networking

Education

University of Minnesota – MBA
University of Wisconsin – BS, Economics and Computer Science

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Metal-Fab

Leading manufacturer of venting and filtration solutions for HVAC, hearth, kitchen and various other applications across residential, commercial and industrial end-markets.

Trialon Corporation

Trialon is a provider of high-value-add, technical testing, validation, and engineering services for electrical and electronic components.

WFF Facility Services and Clean-Tech Company

Provider of facility services to higher-education and corporate customers.

Integrated Medical Holdings

Leading provider of catheter manufacturing solutions including customized catheter-finishing machines, related consumable tooling and dies and clean room catheter-finishing production services.

Previous Experience

Federal Reserve Bank of Minneapolis

Education

Amherst College – BA, Economics and Psychology
Member of the Women’s Ice Hockey Team

Previous Experience

GreatAmerica Financial Services

Education

Iowa State University – BS, Finance and Statistics

Previous Experience

Eide Bailly LLP
Proprietors Capital Holdings

Education

Ohio State University – BSBA, Accounting
Captain of the Men’s Lacrosse Team

25+ years of investment banking

Areas of Focus

Manufacturing
Distribution
Business Services

Previous Experience

Quetico Partners – Managing Director
Lazard Middle Market – Managing Director
Benakis & Company – Managing Director
Trammell Crow Company – Partner
CBRE

Education

Iowa State University – BS, Industrial Engineering

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Orthman Manufacturing

Leading manufacturer of precision agriculture equipment.

Portu-Sunberg

Leading provider of innovative sales and marketing, creative services, data insights and account management to emerging consumer brands and private label suppliers.

Aspen Equipment

Distributor and upfitter of truck equipment and a distributor of heavy cranes.

Bedford Technology

Leading extruder of plastic lumber used in marine, fencing, boardwalks, and industrial applications.

10+ years of investment banking

Areas of Focus

Software/SaaS
Legal Tech
HR Tech/HCM
Compliance and eLearning/Training
FamTech
InsureTech
GovTech/Public safety
Vertical application software
e-commerce
Payments
Technology-enabled services

Previous Experience

Cascadia Capital
Xcel Energy
JPMorgan Chase & Co

Education

Bentley University – MBA
Bentley University – BS, Corporate Finance & Accounting

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viGlobal

Leading provider of strategic people management software to law and professional services firms.

NetDocuments

Provider of an industry-leading cloud-based content management and productivity platform for law firms, corporate legal departments, and public sector entities.

STRIVE

SaaS-based provider of innovative tools for employees to better manage and understand their benefits, facilitate workforce engagement and communication, and achieve greater wellness.

Basketful

Leading provider of SaaS-based in-context eCommerce optimization tools and data-driven category/channel insights.

10+ years of investment banking

Areas of Focus

Agriculture/AgTech
Building products
Business services
Consumer products and services
Distribution
Engineered products
Healthcare
Retail

Previous Experience

Craig-Hallum Capital Group
Imperial Capital
Deloitte

Education

Ohio University – BA, Accounting

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Orthman Manufacturing

Leading manufacturer of precision agriculture equipment.

Boyd Metals

Multi-location, value-added metal service center.

BCGlobal

Leading provider of database subscription services delivering real-time information impacting the trade of food, beverage, and agricultural products.

Consolidated Equipment Group

Leading designer, manufacturer and marketer of attachment solutions for mobile equipment.

15+ years of investment banking

Areas of Focus

Industrial products
Engineered products
Distribution
Industrial services
Building products
Business services

Previous Experience

Craig-Hallum Capital Group – Director
Lazard Middle Market
Ford Motor Company

Education

University of Michigan – MBA
Coe College – BA, Economics

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Metal-Fab

Leading manufacturer of venting and filtration solutions for HVAC, hearth, kitchen and various other applications across residential, commercial and industrial end-markets.

Arrow Acquisition

Leading provider of attachment solutions serving diverse material handling applications.

Rankin Automation

Distributor of engineered automation solutions.

Tile Redi

Engineering-driven manufacturer of innovative, patent-protected and branded shower base solutions.

5+ years of investment banking

Areas of Focus

Industrial services
Business services
Distribution
Industrial products
Engineered products

Previous Experience

William Blair
Craig-Hallum Capital Group

Education

University of St. Thomas – BS, Finance

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Standard Locknut

Standard Locknut is a manufacturer of specialized bearing components for critical function applications across a diverse set of industrial markets.

UR VMS

UR VMS is a leading provider of vehicle management solutions.

Alcom

Manufacturer of semi-custom aluminum trailers for personal and professional applications.

Motion Tech Automation

Value-added distributor, manufacturer and designer of automation, motion control and flow control solutions.

Education

Georgetown University – BS, Finance

Education

Carleton College – BA, Economics
Captain of the Varsity Football Team

Previous Experience

Immanuel Lutheran Church – Administrative and Facilities Manager
Colle + McVoy – Office Coordinator and Administrative Manager
RSM McGladrey – Administrative Specialist
Newmont Mining – Technical Administrative Associate
Wiss Janney Elstner – Senior Administrative Assistant
Enviroquip – Field Services Coordinator

Education

Arizona State University – MS, Human Resource and Employment Law
University of Phoenix – BS, Business Administration

20+ years of investment banking

Areas of Focus

Consumer products and services
Fin Tech, payments, and software
Industrial products
Industrial services
Business services
Retail and restaurants
e-commerce
Building products
Distribution

Previous Experience

Goldsmith, Agio, Helms
RBC Capital Markets
Dain Rauscher Wessels

Education

University of St. Thomas – MBA

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Ready Credit Corporation

A leading payment solutions provider supporting the ecosystems of cashless operations.

Right Stuf

Leading e-commerce platform for anime products, including exclusive and limited-edition media, collectibles, books, and figurines for consumers, enthusiasts, and collectors.

Integrated Medical Holdings

Leading provider of catheter manufacturing solutions including customized catheter-finishing machines, related consumable tooling and dies and clean room catheter-finishing production services.

IndustrySafe

Leading provider of SaaS-based Environmental, Health & Safety (“EHS”) management solutions for businesses serving a wide variety of end-markets.

Previous Experience

Johnson Controls
Twin City Fan Companies

Education

University of Minnesota – MBA
University of Minnesota – BS, Mechanical Engineering

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American Alloy

Full-service value-added manufacturer of metal components and sub-assemblies serving OEM customers in the packaging, food & beverage, industrial automation, hard rock mining, and other general industrial markets.

TD&I Cable Maintenance

Provider of specialty infrastructure services to the telecommunications industry.

Metal-Fab

Leading manufacturer of venting and filtration solutions for HVAC, hearth, kitchen and various other applications across residential, commercial and industrial end-markets.

Previous Experience

FocalPoint Partners
BMO Capital Markets

Education

University of Minnesota – BS, Finance

25+ years of investment banking

Areas of Focus

Software/SaaS
Legal Tech
HR Tech/HCM
Compliance and eLearning/Training
FamTech
InsurTech
GovTech/Public safety
Vertical application software
B2B/Enterprise software
e-Commerce

Previous Experience

Cascadia Capital – Managing Director
Marks Baughan – Managing Director
Thomson Reuters – Vice President, Strategy & Corporate Development
Pemstar – Director, Corporate Development
RBC Capital Markets – Director
Freshfields – Attorney
Stinson Leonard – Attorney

Education

University of Virginia School of Law, JD
Amherst College – BA, Political Science

Select Transactions

viGlobal

Leading provider of strategic people management software to law and professional services firms.

Health e(fx)

Provider of comprehensive ACA compliance and benefits analytics software solutions and services.

NetDocuments

Provider of an industry-leading cloud-based content management and productivity platform for law firms, corporate legal departments, and public sector entities.

OffenderWatch

Market-leading provider of SaaS-based offender management solutions for local, state, federal, and international law enforcement agencies.

20+ years of investment banking

Areas of Focus

Industrial services
Engineered products
Business services
Building products
Infrastructure
Distribution

Previous Experience

Craig Hallum – Managing Director
Lazard Middle Market – Director
Piper Jaffray
Northwest Airlines

Education

University of Minnesota – MBA
University of Pennsylvania – BA, European History

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Boyd Metals

Multi-location, value-added metal service center.

Alcom

Manufacturer of semi-custom aluminum trailers for personal and professional applications.

Valley Minerals

Leading manufacturer of lime products.

Vaki Aquaculture Systems

Leading designer and supplier of engineered commercial fish farming and wild fish conservation monitoring equipment and technology.

Previous Experience

Paine Schwartz Partners
PepsiCo

Education

University of Illinois – BS, Industrial Engineering