EXCEPTIONAL RESEARCH ∙ PROFESSIONAL OUTREACH ∙ CONFIDENTIAL COMMUNICATION
We are a M&A advisory firm facilitating mutually beneficial transactions for buyers and sellers in the lower middle market
FOCUS
Let Us Find Your Next Opportunity
Industry Experience
• Niche Manufacturing • Building Products & Materials • Industrial Supplies & Parts • Chemicals & Lubricants • Consumer Products • Distribution & Wholesale • Energy & Environmental Services • Transportation & Logistics • Healthcare Services • Clean Tech • Recycling • Water and Energy Efficiency • Utilities and Power Generation Infrastructure • Renewable Energy & Energy Storage • HVAC
Transaction types
• Buyouts • Recapitalizations • Divestitures • Turnarounds • Family Succession
Financial Profile
• Platform Acquisitions with EBITDA $2M+
• Add-on Acquisitions with EBITDA $500k+
• Turnarounds with a history of profitability
Geography
United States
Canada
TRANSACTION EXPERIENCE
The partners at Case Group have executed over 50 proprietary transactions for our private equity and strategic clients.
Our process can be customized for any specific market.
We are successful at sourcing non-auction deal flow across a number of industry verticals.
SOME OF THE CASE GROUP PARTNER’S RECENT AND PAST TRANSACTIONS
