Generational Rankings
A Record of Success
Each year, LSEG (formerly Refinitv) ranks M&A firms based on their results in closed transactions.
This success is a reflection of our commitment to our Core Values and delivering results for our clients.
Ranked #1
transactions up to
$25 Million
Ranked #2
transactions up to
$50 Million
Ranked #2
transactions up to
$100 Million
Completed Transactions
Below are just a few examples of our latest transactions in this industry.

Jun 2024 | Texas
Kellogg & Sovereign Consulting Acquired by an ESOP

Jun 2024 | Canada
Fleet Safety International Acquired by We Know Training

Jun 2023 | New York
Westchester Therapy Solutions Acquired By Family of Kidz

Jan 2023 | North Carolina
TransTech Acquired By Polar Peak Capital
If you are not prepared, you're not ready
When the journey is this important, you need to know what lies ahead.
Would you go on a journey without a plan? When the timing is right for you to exit or seek out growth opportunities, you absolutely need one. As a leading M&A advisory firm, we help middle-market business owners learn the tactical strategies they will need to give them the advantage when it’s time to go to market. Take a moment and watch the video to learn more or call and speak with a Senior Business Advisor today: 469-459-3160.
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Grow smart. Sell smart.