Technology

Client
Client DescriptionTarget DescriptionTransaction
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses. Reseller of contact lenses. Type: M&A, Acquisition
Details: Acquired Lens Express and Lens 1st
1-800 Contacts
Draper, UT
Markets and manufactures contact lenses. Type: Financial Advisory
Details: Lead Manager IPO
360 Fresh
Palo Alto, CA
Develops innovative clinical analytic solutions for acute and post-acute care providers, accountable care organizations, payors and stakeholders in the healthcare industry. Type: M&A, Sale
Details: Sold to The Advisory Board Company (Washington, DC)
Actron 
Brook Park, OH
​Manufactures automotive diagnostic and test equipment. Type: M&A, Sale ​
Details: Sold to SPX (Charlotte, NC)
Antex of Rochester
Rochester, NY
Manufactures automotive components.Type: M&A, Sale
Details: Sold to Jasco International (Rochester, NY)
ASC Signal
Whitby, Ontario, Canada
Designs, manufactures, and sells satellite earth stations, air traffic control radar antenna, and high frequency antenna products. Type: Financial Advisory
Details: Debt placement
Bird Electronics
Solon, OH
Manufactures instruments to measure electricity. Provides innovative, reliable and customized RF conditioning solutions. Type: M&A, Acquisition
Details: Acquired TXRX Systems (Angola, NY)
Certified Security Solutions, Inc.
Independence, OH
Provides information security consulting services and software solutions focused on identity and access management to enterprise clients. Type: Financial Advisory
Details: Equity investment from Plymouth Ventures (Ann Arbor, MI)
Elgin National Industries
Downers Grove, IL
Designs, engineers, procures, and constructs bulk material handling and processing systems for the power and mining industries. Type: M&A, Sale
Details: Sold to GFI Energy Ventures (Los Angeles, CA)
EmployOn
Cleveland, OH
Provides online employment services. Type: M&A, Sale
Details: Sold to GetTheJob (Bentonville, AR)
Ferro Corporation
Mayfield Heights, OH
Supplies technology-based performance materials to the global market. Provides laser marking technology for use on ceramics, plastics, metals, glass, and other hard surfaces. Type: M&A, Acquisition
Details: Acquired TherMark Holdings, Inc. (Irvine, CA)
Group Transportation Services
Hudson, OH
Provides transportation management solutions.Type: M&A, Sale
Details: Sold to Thayer Hidden Creek (Washington, DC)
Homeloan.com
Dallas, TX
Offers software enabled home loan information and services. Type: Financial Advisory
Details: Equity private placement
Imalux Corporation
Cleveland, OH
Commercializes optical coherence tomography (OCT) systems for site-of-care tissue imaging. Type: Financial Advisory
Details: Financial advisor in equity restructuring
Jobs.ch
Zurich, Switzerland
Provides online employment services. Type: M&A, Sale
Details: Sold to Tiger Global Management (New York, NY)
Lexi-Comp, Inc.
Hudson, OH
Synthesizes medical information to provide point of care clinical decision support. Type: M&A, Sale
Details: Sold to Wolters Kluwer (Alphen aan den Rijn, Netherlands)
Markets and Markets
Pune, India
Provides quantified B2B research on high growth emerging opportunities/threats to a worldwide customer base. Type: Financial Advisory
Details: Buyside Advisory
Mid-America Consulting Group, Inc.
Cleveland, OH
Provides information technology management consulting. Type: Financial Advisory
Details: Debt capital raise
Mutuals.com
Dallas, TX
Offers software enabled financial advisory services. Type: Financial Advisory
Details: Equity private placement
Ohio Innovation Fund
Cleveland, OH
Operates as an investment fund for Cleveland Tomorrow.Type: Financial Advisory
Details: Equity private placement
Optical Dynamics
Louisville, KY
Develops Cast RX digital lens technologies. Type: Financial Advisory
Details: Equity private placement
Palladian Health, LLC
West Seneca, NY
Leading technology-enabled provider of outsourced musculoskeletal care and pain management services.Type: M&A, Sale
Details: Sold to eviCore healthcare, LLC (Bluffton, SC)
Peoplescape.com
San Diego, CA
Provides software enabled human resource consulting services.Type: Financial Advisory
Details: Equity private placement
Segmint Inc. 
Akron, OH
​Provides disruptive analytics and digital marketing solutions for banks, credit unions, credit card companies, and other financial institutions. Type: Financial Advisory
Details: Equity placement with FIS (Jacksonville, FL)
SMR Holdings, LLC
Statesville, NC
Provides an array of software-driven solutions, including data destruction, decommissioning, redeployment, remarketing and recycling. Type: M&A, Sale
Details: Sold to New Capital Partners (Birmingham, AL)
SyberSay Technologies
San Jose, CA
Provides acoustic technologies for audio clarity. Type: Financial Advisory
Details: Equity private placement
Shareholder of TandemLife 
Pittsburgh, PA
Manufactures the world's first FDA-cleared and CE-marked short-term extracorporeal circulatory support platform.   Type: M&A, Sale
Details: Sold to LivaNova, PLC (London, England)
Tyden Group
Grand Rapids, MI
Provides cargo security and product identification traceability solutions.Type: M&A, Sale
Details: Sold to Crimson Investment (Palo Alto, CA)
Universal Electronics
Cypress, CA
Designs and develops solutions that enable consumers to control entertainment devices, digital media, and home systems. Type: Financial Advisory
Details: Shareholder Rights Plan
Zengine
Fremont, CA
Provides e-business software and services. Type: M&A, Sale
Details: Sold to MCSi (Dayton, OH)