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Cover Image Wendy Huang

Wendy Huang

Manager at BDO

Financial Advisor

New York, United States

Deal Bio

Total Deals13

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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17 Jul 2023|United States|Investment Banking

Target: VERITABLE LP

Bidder: PATHSTONE

10 Service Providers

3 Target | 5 Bidder | 2 Vendor

12 Dealmakers

2 Target | 6 Bidder | 4 Vendor

n/a

Value

28 Sep 2023|United States|Diversified Engineering Procurement Construction (EPC)

Target: PROJECT EXPEDITORS CONSULTING

Bidder: SOUTHFIELD CAPITAL

10 Service Providers

4 Target | 6 Bidder

25 Dealmakers

11 Target | 14 Bidder

n/a

Value

04 Oct 2023|Germany|Software

Target: PURE-SYSTEMS

Bidder: PTC INC

4 Service Providers

2 Target | 2 Bidder

24 Dealmakers

17 Target | 7 Bidder

n/a

Value

12 Jul 2023|United States|Management Consulting

Target: RAINTREE FRANCHISE GROUP

Bidder: SOUTHFIELD CAPITAL

5 Service Providers

1 Target | 4 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

07 Dec 2023|United States|Machinery: Industrial

Target: ADVANCED EXAMINATION SERVICES

Bidder: SOUTHFIELD CAPITAL

8 Service Providers

1 Target | 7 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

22 Dec 2023|United Kingdom|Biotechnology

Target: PHASEFOCUS

Bidder: BRUKER CORPORATION

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

11 Jan 2024|United States|Transportation Services

Target: JOHN A. STEER CO

Bidder: SOUTHFIELD CAPITAL

7 Service Providers

1 Target | 6 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

09 May 2024|United States|Building: Climate Control

Target: DAHMS REFRIGERATION SERVICES

Bidder: KELVIN GROUP

8 Service Providers

1 Target | 7 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

13 Feb 2024|United States|Machinery: Specialty

Target: RC&E

Bidder: SOUTHFIELD CAPITAL

7 Service Providers

1 Target | 6 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

03 Jan 2024|United States|Electronic Components and Equipment

Target: NION

Bidder: BRUKER CORPORATION

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

18 Jun 2024|United States|Consumer Services: Other

Target: GMS SERVICES

Bidder: SOUTHFIELD CAPITAL

8 Service Providers

1 Target | 7 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

24 Jul 2024|United States|Insurance Brokers

Target: UNITED COMMERCIAL PROGRAM MANAGERS LLC

Bidder: BREGAL SAGEMOUNT

6 Service Providers

2 Target | 4 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

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