Broker Check

Transaction Experience

Schwartz & Co. professionals have completed over 100 transactions providing clients with relevant and ongoing experience, as well as differentiated knowledge of potential buyers and investors. Select transaction experience is included below:

Financial Services

Cranbrook Insurance Agency, Inc., a P&C insurance agency, has been acquired by Hub International Limited.


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Financial Services

Barrett & Associates, Inc., a P&C insurance agency, has been acquired by Hub International Limited.


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Financial Services

Mi BANK raised $30 million in capital to become the first community bank founded in Michigan since 2009.


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Industrial

A provider of pavement maintenance and repair services for commercial, residential and municipal end markets has been sold to a private equity backed strategic acquiror.


Industrial

A leading online distributor of lighting products and other replacement, consumable parts for niche applications has been sold to a private equity acquiror.


Financial Services

A leader in the independent third-party retirement plan administration market has been sold to a private equity backed strategic acquiror.

Healthcare

A healthcare consulting company that helps organizations navigate workplace challenges, improve employee engagement, manage labor relations and implement effective communications strategies to achieve their business and advocacy goals has been sold to a private equity backed acquiror.


Industrial

A leading independent manufacturer of high-quality finished steel tubular components has been sold to a private equity backed strategic acquiror.


Real Estate

A self storage facility has been sold to a real estate investment trust.



Technology

A leader in developing, hosting and distributing leading edge web-based safety training has been sold to a private equity backed strategic acquiror.


Industrial

A provider of specialized equipment and electro-mechanical assemblies for a diverse set of end markets has been sold to a private equity acquiror.


Consumer

A regional quick service restaurant chain has been sold to a private equity acquiror.


Industrial

A leading supplier of hardware and components for OEM and MRO applications has been acquired by a private equity firm.




Industrial

A premier wholesale distributor of industrial pipe, valves and fittings has been acquired by a strategic acquiror.



Healthcare

A developer of healthcare payment software that provides an all-in-one set of tools to enable healthcare providers to facilitate patient payment throughout the revenue cycle has been acquired by a private equity backed strategic acquiror.



Industrial

A premier supplier of aftermarket parts and accessories to classic, off-road and muscle car segments has been recapitalized and acquired two companies.


Financial Services

An insurance broker that specializes in nonstandard auto insurance has acquired a provider of dealer point-of-sale insurance prams and other finance and insurance products.



Financial Services

Multiple debt recapitalizations and refinancings to support the leading nonstandard auto insurance agency's acquisition and corporate strategy.


Financial Services

A leading insurance agency headquartered in the Midwest has refinanced its existing capital structure to pursue acquisition opportunities.



Technology

A leading national provider of cloud, managed services and colocation, that helps organizations improve business performance and manage risk has acquired data center assets from a publicly traded network communications company.


Industrial

A private equity firm has acquired two providers of security services to residential and business customers.



Industrial

A private equity backed provider of residential and commercial security services has acquired a national security and automation solutions provider for homes and businesses.


Technology

A wireline and wireless connectivity company has acquired a data center provider.



Technology

A data center provider acquired a provider of hosting services for public, private and hybrid cloud environments.


Healthcare

An international biopharmaceutical company has acquired an oncology focused biopharmaceutical company.



Healthcare

A provider of evidence-based cloud centric healthcare solutions for managed care organizations, self-insured entities and risk-bearing provider organizations acquired a healthcare IT software company focused on health record intelligence and web-based applications.


Healthcare

A leading operator of a network of outpatient, home and specialty dialysis centers has acquired another provider of dialysis clinics.



Healthcare

A private equity firm has acquired a leading provider of outsourced healthcare professional staffing and administrative services to hospitals and other healthcare providers.


Industrial

Savair Products, a global leader in the designing, manufacturing and marketing of welding units, fluid power cylinders and accessories used in various resistance welding applications, has been acquired by ARO S.A.


Industrial

Nalge Industries, a mechanical parts designer primarily serving the automotive industry, has been acquired by Leggett & Platt, Inc.

Industrial

Metro Machine Works, Inc., a  provider of precision machining services to the aerospace, defense, and energy industries, has been acquired by BMK, LLC.



Industrial

Fire Control Inc., a full service company specializing in the sale and service of industrial and commercial fire suppression equipment and fire alarm systems, has been acquired by Cintas Corporation.


Industrial

American Mechanical, Inc., a commercial full-service refrigeration, heating and air condition and plumbing specialist, has been acquired by Comfort Systems USA, Inc.


Industrial

Therm Alliance Company, a designer or manufacturer of industrial equipment, has been acquired by Atmosphere Furnace Company, a provider of heat-treating equipment.

Industrial

Johnson Controls, Inc. has sold its Aluminum Extrusion Division to Citi Capital Investors LTD.



Industrial

Hoover Universal has sold its Wood Preserving Division to Ply-Gem Industries.


Disclaimer: Includes Schwartz & Co. transactions and transactions of Schwartz & Co. professionals at prior firms.