Dan Max

Representative M&A Projects

• Nonprofit HR Solutions, LLC, a leading human resources firm, in sale to OneDigital, a leading insurance brokerage, financial services and HR consulting firm.
• Freestate Electric, LLC, a specialty contractor and leading provider of comprehensive electrical construction services, in sale to Sojitz Energy Services LLC, a subsidiary of Sojitz Corporation.
• Desert Choice Transport, LLC., a student transportation company for public, private, and charter schools, in sale to Student Transportation of America, Inc.
• Environmental Enhancements, Inc., a landscaping business, in sale to Greenscape, Inc.
• Monumental Supply Company, a pipe and fitting company, in sale to Venturi Supply.
• The Havtech Group in acquisitions of various heating and cooling businesses, including The Morin Company, Morin Distribution and Prillaman Systems.
• Consolidated Insurance + Risk Management, an insurance brokerage company, in sale to RCM&D (Unison Risk Advisors).
• Ipsolon Research Inc., a software engineering company, in sale to BluHalo, LLC.
• Roman Stone Construction Company, a precast concrete product manufacturer, in sale to private equity firm, The Alzana Group and Cranbrook Partners.
• Seller of printing company for cash at closing.
• Acquirer of cannabis-related business for cash, deferred consideration and earnout.
• Mary Kraft & Associates, Inc., an executive search and placement services company, in sale to Imagine Staffing Technology, Inc.
• Sourcepass in acquisitions of managed technology solutions businesses, including machineLOGIC, CompuWorks and ADB Services.
• ManTech Advanced Systems International, Inc. in acquisitions of Gryphon Technologies, Inc., Minerva Engineering, LLC and Tapestry Technologies, Inc.
• Bricata, Inc. in sale to Open Text Corporation.
• Suntiva, LLC in sale to LMI Holdings, Inc.
• Science Applications International Corp. in the acquisition of Koverse, Inc. and $1.2 billion asset acquisition of Unisys Federal government contracting business.
• InnovoEdge, Inc. in sale to Megaport Ltd.
• BigBear (Open Solutions Group, Inc.) in sale to AEIndustrial private equity fund.
• AeroVironment, Inc. in connection with the acquisition of Telerob, a German-based unmanned vehicle company.
• Opaq Networks, Inc. in sale of the company to Fortinet, Inc.
• ManTech International Corp. in acquisitions of H2M Group, LLC, a division of KForce Government Solutions, LLC, and InfoZen, LLC.
• Datum, LLC in sale to Infogix, Inc.
• G2 Inc. in sale to Huntington Ingalls Industries, Inc.
• Forcepoint LLC in $40.0 million acquisition of Israeli-based Skyfence business from Imperva, Inc.
• MarketForce Information, Inc. in sale transaction to Main Street Capital private equity fund.
• Opaq Networks, Inc. in two platform acquisitions.
• The Health Management Company in a strategic transaction with Welsh Carson private equity fund.
• LGS Innovations in the sale of CIO-SP3 division to Capstone Corp.
• ManTech International Corp. in acquisitions of Cypherpath Inc., Ocean’s Edge, Inc., Edaptive Systems, LLC, 7 Delta Inc. Allied Technology Group Inc., and Alta Systems, Inc.
• Euclid Systems Corp. in sale transaction to Essilor, Inc.
• Anthony Forest Products Company in $93.5 million sale to Canfor Corp.
• ManTech International Corp. in simultaneous sale of cyber solutions division to CounterTack, Inc. and equity investment in CounterTack, Inc.
• Spring Mobile Solutions, Inc. in sale of VAS business to Zenvia Mobile Serviços Digitais S.A.
• Fujitsu Services Ltd. in acquisition of GlobeRanger Corporation.
• TalkPoint Holdings, LLC in sale to American Teleconferencing Services, Ltd.
• Fujitsu Semiconductor Ltd. in sale of certain assets of its microcontroller and semiconductor business to Spansion LLC.
• Toshiba Tec Corporation in acquisition of RSS division of International Business Machines Corp.
• Ancestry.com, Inc. in acquisition of FamilyLink.com, Inc.
• Anthony Forest Products Company in sale of timberlands and timber cutting rights to The Molpus Woodlands Group, LLC.

Representative Financing Projects:

• Spring Mobile Solutions, Inc. in venture financings.
• Construction company in reorganization to qualify for MBE status.
• Multiple venture backed companies in debt refinancing transactions.
• Numerous borrowers in obtaining PPP loans.
• Opaq Networks, Inc. in a Series B financing.
• Two members of a new management team with their employment, compensation and equity agreements at a private equity-backed platform company.
• Axel Springer SE in investment in Group Nine, Zumper, Inc. and Thrillist.
• RiskLens, Inc. in Series B financing.
• Decisiv, Inc. in $30.0 million Series C financing.
• Origent Data Sciences, Inc. in venture capital financing.
• D3 Technology, Inc. in venture capital financing.
• Grace Studios, LLC in start-up financing.
• Black Math, Inc. in start-up financing.