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Marriott & Co. Serves as Exclusive Financial Advisor to Robert B. Payne, Inc.

Posted on January 23, 2024

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Robert B. Payne, Inc. (“Robert B. Payne” or the “Company”) in its sale to United Air Temp, Air Conditioning and Heating LLC (“UAT”), a portfolio company of Charlotte, NC-based private investment firm Summit Park. The transaction closed on January 10, 2024. Terms of the transaction were not disclosed.

Founded in 1930, Robert B. Payne is a leading provider of residential heating, ventilation, and air conditioning (“HVAC”) services and is headquartered in Fredericksburg, VA. The Company provides maintenance and replacement services to residential homeowners, as well as specialty services including fuel oil distribution. Robert B. Payne has been led most recently by third-generation members of the founding family, Robert B.P. Thompson (“Bob”) and R. Cameron Thompson III.

“This is a great outcome for our company, our employees and our customers,” said Robert B.P. Thompson, former President and Owner of Robert B. Payne, “I am pleased that UAT shares many of our core values and will continue to build upon the strong culture of integrity and customer service that have been the cornerstones of Robert B. Payne’s success. I would like to express my gratitude to the Marriott & Co. team for leading us through this process of finding a great owner of this company that has meant so much to our family over the past nearly 100 years.”

Added R. Cameron Thompson III, former Secretary Treasurer and Owner of Robert B. Payne, “It was apparent from when we first met the Marriott & Co. team that they clearly understood our goals in this transaction. They created an effective strategy to achieve those goals and then flawlessly executed that plan. We sincerely appreciate all that their team did to help generate this successful outcome.”

“We are so appreciative for the opportunity to advise the Robert B. Payne team on this momentous transaction,” said Bryan Burden, Managing Director of Marriott & Co., “We enjoyed working with Bob, Cameron and the rest of the team every step of the way.”

“The Robert B. Payne transaction is representative of the momentum we are seeing in the HVAC industry and also across the broader home services sector,” added Justin Marriott, Managing Director of Marriott & Co., “We expect the consolidation trends to continue in home services, which creates an attractive environment for closely-owned businesses to seek potential ownership transitions.”

About Robert B. Payne, Inc.:

Founded in 1930 and headquartered in Fredericksburg, VA, Robert B. Payne, Inc. (“Robert B. Payne”) is a leading provider of residential heating, ventilation, and air conditioning (“HVAC”) services. Robert B. Payne provides maintenance and replacement services to residential homeowners, as well as specialty services including fuel oil distribution. With a rich history of nearly 100 years in business, Robert B. Payne has established itself as a one of the area’s most respected HVAC service providers with its talented team of employees providing best-in-class service to its loyal customer base. For more information, please visit www.robertbpayne.com.

About United Air Temp, Air Conditioning and Heating:

United Air Temp, Air Conditioning and Heating LLC (“UAT”) is a leading provider of residential heating, ventilation, and air conditioning (“HVAC”) services. Headquartered in Lorton, Virginia, UAT provides HVAC maintenance and replacement services to residential homeowners. Its primary operations are in Washington D.C, with additional operations in Maryland, Virginia, North Carolina, Georgia, and Florida. UAT has built a large, loyal customer base through its best-in-class service and responsiveness, as well as consistent, high-quality work from its skilled technicians. UAT is a portfolio company of Summit Park, a Charlotte, NC-based private investment firm. For more information, visit www.unitedairtemp.com.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries. The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

Marriott & Co. Serves as Exclusive Financial Advisor to C.R.T.S., Inc.

Posted on September 15, 2023

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to C.R.T.S., Inc. and its division Utility Trailer Sales of Virginia (collectively “C.R.T.S.” or the “Company”) in its sale to Utility Trailer Sales of Georgia. The new combined company will be known as Southeast Utility Trailer, LLC and will have eight locations in five states across the Southeastern U.S. The transaction closed on August 31, 2023. Terms of the transaction were not disclosed.

Founded in 1971 by Tommy Crowder Sr., C.R.T.S. is one of the Southeast’s largest and most respected semi-trailer dealerships representing some of the top manufacturers in the industry, including Utility Trailer Manufacturing Company, the industry’s largest manufacturer of refrigerated trailers. In addition to sales of new and used semi-trailers, C.R.T.S. operates service facilities with factory-trained technicians and the latest tool and repair technologies, offering its customers every service from routine maintenance to major wreck repairs. The Company also stocks an extensive inventory of parts for nearly every make and model of trailer on the roads today. C.R.T.S. is headquartered in Garner, NC and has five locations across North Carolina, Virginia and South Carolina.

“I am excited about the transaction with Utility Sales of Georgia and believe they will continue to build upon the 52-year successful track record of C.R.T.S. for many years to come,” said Mark Taylor, former President of C.R.T.S., “I would like to thank Marriott & Co. for their guidance throughout the sale process. They were hands-on, responsive and absolutely critical to making this transaction a success for our company.”

Bryan Burden, Managing Director of Marriott & Co. said, “We are honored that C.R.T.S. entrusted our firm to advise them in this important transaction. C.R.T.S. is a company with such a proud history and strong reputation built over more than five decades, so it is extremely rewarding for our firm to play a role in the Company’s successful and smooth ownership transition to another highly respected company in the industry.”

“The C.R.T.S. transaction is representative of the momentum we are seeing in the M&A market this year,” added Justin Marriott, Managing Director of Marriott & Co., “There continues to be a robust universe of buyers of closely-held businesses providing our clients with the opportunity to transition ownership of their companies on attractive terms but also with buyers who will be good stewards of their businesses going forward.”

About C.R.T.S., Inc.:

Founded in 1971 by Tommy Crowder Sr., C.R.T.S. and its division Utility Trailer Sales of Virginia (collectively “C.R.T.S.” or the “Company”) is one of the Southeast’s largest and most respected semi-trailer dealerships representing some of the top manufacturers in the industry, including Utility Trailer Manufacturing Company, the industry’s largest manufacturer of refrigerated trailers. The Company serves a longstanding and diverse customer base. In addition to sales of new and used semi-trailers, C.R.T.S. operates service facilities with factory-trained technicians and the latest tool and repair technologies, offering its customers every service from routine maintenance to major wreck repairs. The Company also stocks an extensive inventory of parts for nearly every make and model of trailer on the roads today. C.R.T.S. is headquartered in Garner, NC and has five locations across North Carolina, Virginia and South Carolina.  The Company has over 100 employees across its five branch locations. For more information, please visit www.crtsinc.com.

About Utility Trailer Sales of Georgia:

Headquartered in Stockbridge, GA, Utility Trailer Sales of Georgia (“UTS of Georgia”) is a full-service dealer of new and used semi-trailers featuring products from top manufacturers including Utility Trailer Manufacturing Company. In addition to sales, UTS of Georgia offers its customers high-quality service, parts and a fleet of trailers for rental/lease. In addition to its headquarters location in Stockbridge, GA, UTS of Georgia also operates facilities in Gainesville, GA and Knoxville, TN. The company was founded in 2006 and is led by its President Mark Beecher.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries. The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Serves as Exclusive Financial Advisor to Refined Aesthetics, LLC

Posted on July 26, 2023

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Refined Aesthetics, LLC (the “Company”), a highly respected medical aesthetics practice located in Leesburg, VA in its partnership with Alpha Aesthetics Partners.  Alpha Aesthetics Partners is a portfolio company of Thurston Group, a healthcare-focused private equity firm headquartered in Chicago, IL.  The transaction closed on July 21, 2023.  Terms of the transaction were not disclosed.

Founded in 2015, Refined Aesthetics is known for meticulous dexterity and non-surgical precision with laser treatments, advanced injections and facial mapping.  The Company is led by its Founder and Master Injector, Sarah Safa, PA-C, one of the top injectors on the East Coast who has successfully trained over 6,000 aesthetic medical providers across the U.S. as a national trainer for Allergan, Revance and MTF Biologics.

The new partnership with Refined Aesthetics strengthens Alpha’s commitment to promoting autonomous partnership and empowering aesthetic practices to reap the benefits of a nationwide aesthetic platform while preserving their clinical identity.

“The Marriott & Co. team was absolutely critical in achieving this outstanding outcome for Refined Aesthetics,” said Sarah Safa, PA-C, Founder and Master Injector at Refined Aesthetics.  “This transaction was a significant event for my company and for me personally, so it was highly important that I have an experienced M&A advisor to guide me through the process.  The Marriott & Co. team was hands-on, responsive and skilled at managing an efficient transaction process every step of the way.  I am excited about this new partnership with Alpha Aesthetic Partners.  We are now perfectly positioned to continue our growth of providing superior results to our patients in the Northern Virginia and greater Washington, D.C. area.”

In reflecting on the role of Marriott & Co., John Wheeler, CEO of Alpha Aesthetics Partners, stated, “Working with Marriott & Co. was an exceptional experience. Their expertise, professionalism, and deep understanding of the medical aesthetics industry was instrumental in brokering and advising this significant partnership with Refined Aesthetics. Their role was pivotal in facilitating this deal, making the process smooth for all parties involved.”

Justin Marriott, Managing Director of Marriott & Co. said, “The medical aesthetics industry is experiencing rapid growth and unprecedented levels of M&A activity.  We are honored to have helped Refined Aesthetics, one of the premier providers in the U.S., on this momentous transaction with Alpha Aesthetics Partners.  We very much enjoyed working with Sarah and her team, and we wish Refined Aesthetics much continued success in their new partnership.”

About Refined Aesthetics:

Founded in 2015, Refined Aesthetics is a renowned medical aesthetics practice based in Leesburg, VA, providing patients in Northern Virginia and Greater Washington, D.C. with laser treatments, advanced injections and facial mapping.  The Company is led by Founder and Master Injector Sarah Safa, PA-C, a national trainer for Allergan, Revance, and MTF Biologics.  For more information please visit www.refinedaestheticsmedspa.com.

About Alpha Aesthetics Partners:

Alpha Aesthetics Partners is a premier Medical Aesthetics platform, offering partners the best in clinical training, administration support, strategic insights, team culture, leadership development, marketing, industry connections, and partner experience. Alpha’s a la carte approach gives practices the same scale advantages of a nationwide aesthetic chain without sacrificing the freedom of solo ownership. Alpha Aesthetics Partners is backed by Thurston Group, a private equity firm specializing in growing healthcare companies. For more information please visit www.partnerwithalpha.com.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Announces Promotion of Matt Improta to Managing Director

Posted on March 24, 2023

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce the promotion of Matt Improta to Managing Director at the firm.  Matt originally joined Marriott & Co. in 2010 and is a critical member of the team that has successfully executed nearly $1 billion of transaction value in 45 M&A and capital raising transactions for middle market clients during his tenure. Matt has deep experience in advising family-held businesses and entrepreneurial business owners across a wide variety of industries on mergers and acquisition and capital raises.

“We are pleased to announce the well-deserved promotion of Matt Improta,” said Justin Marriott, Managing Director and Founder of Marriott & Co. “Matt has contributed significantly to Marriott & Co.’s success over the past 13 years. It is gratifying to see him work his way up through our firm from the Analyst level to today. With his exceptional work ethic, dedication to client service and his uncompromised integrity, Matt embodies the culture of our firm.”

Added Bryan Burden, Managing Director of Marriott & Co., “I am so excited for Matt on this promotion. He has earned a high level trust and respect from the clients we serve, as well as internally within our firm. I look forward to Matt continuing to be a key contributor to the future growth of our firm.”

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries. The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact: Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Serves as Exclusive Financial Advisor to Winsor Learning, Inc.

Posted on February 13, 2023

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Winsor Learning, Inc. (“Winsor” or the “Company”) in its sale to Imagine Learning, the largest provider of digital curriculum solutions in the United States serving 15 million students in more than half the districts nationwide. Imagine Learning works in partnership with investment firms Silver Lake and Onex. The transaction closed on January 31, 2023. Terms of the transaction were not disclosed.

Founded in 1997, Winsor offers a portfolio of products and services focused on literacy intervention for dyslexic and at-risk students using the Orton-Gillingham approach, as well as a supplemental whole-class literacy curriculum for grades K-5. Winsor’s innovative Sonday System® is a comprehensive line of structured literacy materials that enable multi-sensory reading instruction for Pre-K–12 students and is available to approximately 4,000 school districts in all 50 states. Winsor is headquartered in Bloomington, MN and has an additional office in Grand Rapids, MI.

“The Marriott & Co. team did a phenomenal job of leading us through the process of selling our company,” said Tom Guyer, owner of Winsor, “It was extremely important that we identified a buyer that understands our unique position in the education market. With Marriott & Co.’s guidance, I believe we have found the perfect partner in Imagine Learning. This is a great outcome for our team, our customers, and most importantly, the students that Winsor serves across the country.”

Added Amanda Burnette, CEO of Winsor, “I am very excited about this new partnership with Imagine Learning. Their expertise in the education market and vast resources will accelerate Winsor’s commitment to serve more students all across the country. I am grateful to the Marriott & Co. team for their hands-on professional guidance throughout this process that led to such a terrific result.”

Bryan Burden, Managing Director of Marriott & Co. said, “Our entire firm is honored to have helped Winsor Learning on this momentous transaction. Winsor is a company with a proud history spanning multiple decades of helping kids learn to read across the U.S., which is so important now more than ever. We are pleased to have played a role in making this transaction a success for all parties.”

“We thoroughly enjoyed working with Tom, Amanda and the entire Winsor team,” said Justin Marriott, Managing Director of Marriott & Co., “We are grateful that they entrusted us to advise them on such an important transaction, and we wish the Winsor team much continued success in their new partnership with Imagine Learning.”

About Winsor Learning:

Winsor Learning provides Orton-Gillingham based Sonday System® programs and training. Educational experts at industry-leading organizations, such as the National Center for Learning Disabilities and the International Dyslexia Association, have evaluated the Sonday System and determined that the program contains the required elements for teaching reading identified by the National Reading Panel. Winsor Learning believes in giving children their best chance to succeed in school. We’ve partnered with one of the country’s foremost experts in the Orton-Gillingham multisensory method for reading intervention to create the Sonday System: a simple, cost-effective tool for K-12 educators to identify and quickly intervene with struggling readers.  For more information, please visit www.winsorlearning.com.

About Imagine Learning:

Imagine Learning is a PreK–12 digital learning solutions company that ignites learning breakthroughs by designing forward-thinking solutions at the intersection of people, curricula, and technology to drive student growth. Imagine Learning serves more than 15 million students and partners with more than half the school districts nationwide. Imagine Learning’s flagship products include Imagine Edgenuity®, online courseware and virtual school services solutions; supplemental and intervention solutions for literacy, language, mathematics, robotics, and coding; and high-quality, digital-first core curriculum, including Illustrative Mathematics®, EL Education®, and Odell Education®—all on the Imagine Learning Classroom—and Twig Science®. Read more about Imagine Learning’s digital solutions at www.imaginelearning.com.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries. The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Serves as Exclusive Financial Advisor to Triangle Pediatric Dentistry

Posted on January 27, 2023

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Triangle Pediatric Dentistry (“Triangle” or the “Company”) in its long-term management arrangement with Lightwave, a high-growth dental leadership organization headquartered in Woodbridge, VA. Lightwave is a portfolio company of Alpine Investors, a private equity investment firm based in San Francisco, CA. The transaction closed on January 6, 2023. Terms of the transaction were not disclosed.

Based in Wake Forest, NC, Triangle is a leading pediatric dentistry provider led by Dr. Buddy Hollowell and Dr. Allen Porter. Both Dr. Hollowell and Dr. Porter will remain in their roles with the Company under the new partnership with Lightwave.

“Marriott & Co. did an outstanding job of managing this process of finding a great partner for us and our practice,” said Dr. Buddy Hollowell. “They were hands on and had a great attention to detail every step of the way. I am extremely excited about our new partnership with Lightwave and believe they will greatly help us in the continued growth of our practice.”

“We truly enjoyed working with Dr. Hollowell and Dr. Porter throughout this process,” said Justin Marriott, Managing Director of Marriott & Co. “We believe this is a fantastic outcome for all parties, and we were happy to play a role in making it happen.”

About Triangle Pediatric Dentistry:

Triangle Pediatric Dentistry is a leading pediatric dentistry services provider in the greater Raleigh, NC area. With an office in Wake Forest, NC, Triangle is led by its two pediatric dentists, Dr. Buddy Hollowell and Dr. Allen Porter. For more information, please visit www.trianglepediatricdentistry.com.

About Lightwave:

Founded in 2016, Lightwave is a high-growth company building the group model for the future of the dental industry. Lightwave is passionate about doing things the right way with a tight focus on high quality, core values, and taking care of their people. As a dental leadership organization, Lightwave focuses on partnering, training, and developing dentists as the natural leaders of the dental practice. The company helps dentists launch their careers, supports dentists leading high-growth dental groups, and assists doctors looking to establish their legacy as they transition into retirement. Lightwave is solving the big problems in dentistry: retirement, management, reimbursements, and partnership by providing the benefits of a group while preserving the essence of private practice. Lightwave currently supports 80 dental offices in 4 states with 210 full-time dentists and over 1,500 active employees. For additional information, please visit (www.lightwavedental.com). Follow us on LinkedIn, Facebook, and Instagram.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Serves as Exclusive Financial Advisor to Three Oral Surgery Practices

Posted on December 14, 2022

Richmond, Va. – Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to three oral surgery practices in the Northern Virginia market – Potomac Surgical Arts, P.C. (“PSA”); Virginia Oral, Facial & Implant Surgery (“VOFS”); and Reston Advanced Oral & Cosmetic Facial Surgery (“ROFS”) (collectively the “Practices”) – in their recapitalizations by Paradigm Oral Health (“Paradigm”). Paradigm is a portfolio company of BlackRock Long Term Private Capital. The transactions closed on November 8, 2022. Terms of the transactions were not disclosed.

The Practices are leading full-scope oral, maxillofacial and cosmetic surgery services providers in the greater Washington D.C. metro area and operate three locations based in Northern Virginia. PSA is led by Dr. Craig Vigliante, VOFS is led by Dr. Tim Gocke, and ROFS is led by both Drs. Vigliante and Gocke. Both Dr. Vigliante and Dr. Gocke will remain in their roles with the Company under the new partnership with Paradigm.

“I am excited about this new partnership with Paradigm and believe they will enable us to continue serving our patients and community at a very high level for years to come,” said Dr. Craig Vigliante. “I would also like to thank the Marriott & Co. team for their hard work in managing a professional process to ensure that we found a partner that truly understands our unique business model.”

Add Dr. Tim Gocke, “We had a fantastic experience working with Marriott & Co. This was one of the most important decisions that we have faced as practice owners, and we appreciated having the guidance and advice of the Marriott & Co. team as they have closed numerous transactions like this. We are looking forward to this next chapter with a strong partner in Paradigm to assist in the continued growth of our practices.”

“We are honored that Dr. Vigliante and Dr. Gocke provided us with the opportunity to advise them on such an important transaction,” said Justin Marriott, Managing Director of Marriott & Co. “We enjoyed working with them both and also with the Paradigm team to make this a successful outcome for all involved.”

About the Practices:

Operating under three distinct locations in the greater Washington D.C. metro area, the Practices are leading full-scope oral, maxillofacial and cosmetic surgery services providers. Potomac Surgical Arts, P.C. (www.potomacsurgicalarts.com) is based in Leesburg, VA, Virginia Oral, Facial & Implant Surgery (www.virginiaoralimplantsurgery.com) is based in McLean, VA, and Reston Advanced Oral & Cosmetic Facial Surgery (www.restonoralfacialsurgery.com) is based in Reston, VA.

About Paradigm Oral Health:

Paradigm Oral Health is the preeminent provider of oral surgery. Paradigm’s uniqueness comes from their ability to hire the most elite oral surgeons in the country and train them on their proprietary platform of excellence. Paradigm Oral Health continues to revolutionize and reinvent implant surgery through their ongoing technology and digital work-flow advancements. With a passion for excellence, Paradigm embraces every opportunity to meet the needs of their patients and referring dentists. To learn more about Paradigm Oral Health, visit www.ParadigmOralHealth.com.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott
Phone: (804) 344-0952
justin@marriott-co.com

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Marriott & Co. Serves as Exclusive Financial Advisor to Blue Ridge Orthodontics

Posted on April 4, 2022

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Blue Ridge Orthodontics (“BRO” or the “Company”) in its long-term management arrangement with Lightwave, a high-growth dental leadership organization headquartered in Woodbridge, VA.  Lightwave is a portfolio company of Alpine Investors, a private equity investment firm based in San Francisco, CA.  The transaction closed on March 18, 2022.  Terms of the transaction were not disclosed.

BRO is a leading orthodontics and oral surgery services provider in Western North Carolina with locations in Asheville, Hendersonville and Brevard.  The Company is led by Dr. Luke Roberts who will remain in his role with BRO under the new partnership with Lightwave.

“Marriott & Co. did a fantastic job leading me through the process of identifying a partner that understands the unique practice we have built at BRO,” said Dr. Luke Roberts, owner and orthodontist at BRO, “They managed a highly professional process, and their efforts were critical to ensuring an outstanding outcome.  I am so excited about our new partnership with Lightwave, which positions our practice for increased growth while also allowing us to continue providing outstanding care for our patients and a great culture for our team.”

Justin Marriott, Managing Director of Marriott & Co. said, “We truly enjoyed working with Dr. Roberts throughout this process.  We are honored that he provided us with the opportunity to advise the Company on this important milestone, and I am thrilled that we were able to generate a successful outcome.”

About Blue Ridge Orthodontics:

With three locations in Asheville, Hendersonville and Brevard, NC, Blue Ridge Orthodontics (www.blueridgeorthodontics.com) is a leading orthodontics and oral surgery services provider, providing traditional braces, Invisalign and other related services to both adult and pediatric patients.  With a dedicated team and state-of-the-art technology, BRO provides best-in-class care to a growing patient base across Western North Carolina.

About Lightwave:

Founded in 2016, Lightwave is a high-growth company building the group model for the future of the dental industry. Lightwave is passionate about doing things the right way with a tight focus on high quality, core values, and taking care of their people. As a dental leadership organization, Lightwave focuses on partnering, training, and developing dentists as the natural leaders of the dental practice. The company helps dentists launch their careers, supports dentists leading high-growth dental groups, and assists doctors looking to establish their legacy as they transition into retirement. Lightwave is solving the big problems in dentistry: retirement, management, reimbursements, and partnership by providing the benefits of a group while preserving the essence of private practice. Lightwave currently supports 72 dental offices in 4 states with 210 full-time dentists and over 1,500 active employees. For additional information, please visit (www.lightwavedental.com). Follow us on LinkedIn, Facebook, and Instagram.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market. Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

 

Contact:  Justin Marriott

Phone: (804) 344-0952

justin@marriott-co.com

 

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Marriott & Co. Serves as Exclusive Financial Advisor to Commonwealth Trailer Rentals

Posted on March 30, 2022

Richmond, Va. — Marriott & Co., a premier middle market investment banking firm based in Richmond, VA, is pleased to announce that it served as the exclusive financial advisor to Commonwealth Trailer Rentals, Inc. (“CTR” or the “Company”) in its sale of its assets to Hale Trailer Brake & Wheel, Inc. (“Hale”), a multi-state provider of commercial trailer sales, rentals, parts and service based in Voorhees, NJ.  The transaction closed on March 15, 2022.  Terms of the transaction were not disclosed.

This represented Marriott & Co.’s seventh closed transaction in the last twelve months and its third transaction in the logistics and transportation industry in the past two years.

Founded in 1994 by Mark Taylor and Tommy Crowder Sr., CTR is a leading rental and leasing services provider of specialty over-the-road trailers with a focus on refrigerated and live floor trailers.  The Company leases and rents a high-quality, modern fleet of over 500 trailers to customers throughout the Mid-Atlantic and Southeastern U.S. in a variety of industries including food processing, foodservice, agricultural, medical and pharmaceutical.  CTR is headquartered in Garner, NC and has multiple operations on the East Coast from Maryland to Florida.

“When we hired Marriott & Co. to advise us on this transaction, it was imperative that we find a buyer that shares the same dedication to taking care of customers and employees as we have established at CTR over the past 28 years,” said Mark Taylor, former President and Co-Founder of CTR, “I am pleased to say that we were successful in that endeavor. Hale is a family-owned and operated business that shares many of our same core values and will continue to build upon the strong culture of service we created at CTR.  I am so appreciative of the job that Marriott & Co. team did in making this transaction a resounding success.”

Justin Marriott, Managing Director of Marriott & Co. said, “The strategic fit between CTR and Hale was evident throughout the process, and we are thrilled to be a part of such a great outcome for all parties.”

“It was an absolute pleasure working with Mark and the rest of the CTR team,” said Bryan Burden, Managing Director of Marriott & Co., “We are very grateful of the trust they put into us to manage this important sale process on their behalf.”

Added Mark Taylor, “Marriott & Co. did a great job of running a professional sale process for CTR from start to finish.  They were hands-on, efficient and meticulous in their handling of all of the details.  We can’t thank the Marriott & Co. team enough for their invaluable expertise in leading us through this process.”

About Commonwealth Trailer Rentals:

Founded in 1994 by Mark Taylor and Tommy Crowder Sr., Commonwealth Trailer Rentals is a leading rental and leasing services provider of specialty over-the-road trailers.  The Company’s expansive fleet consists of over 500 trailers, including single-temperature refrigerated trailers, multi-temperature refrigerated trailers and live floor trailers, all of which are well-maintained and equipped with modern technology.  CTR serves a longstanding and diverse customer base that includes food processors, foodservice companies, timber and wood products companies, agricultural companies, medical companies, pharmaceutical companies, and others.  Headquartered in Garner, NC, CTR operates throughout the Mid-Atlantic and Southeastern U.S. from Maryland to Florida.  For more information, please visit www.rentctr.com.

About Hale Trailer Brake & Wheel:

Founded by Barry Hale Sr. over 40 years ago, Hale Trailer Brake & Wheel is one of the largest independent trailer dealers in North America.  Hale is a one-stop-shop providing its customers with commercial trailer sales, rentals, parts and service.  Based in Voorhees, NJ, Hale operates 13 branch locations up and down the East Coast from Maine to Florida and as far west as Iowa.  For more information, please visit www.haletrailer.com.

About Marriott & Co.:

Headquartered in Richmond, VA, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market. Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

 

Contact:  Justin Marriott

Phone: (804) 344-0952

justin@marriott-co.com

 

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Marriott & Co. 2021 Year in Review

Posted on January 28, 2022

Marriott & Co. is pleased to announce that our team successfully completed six transactions in 2021. Included in these transactions was our 50th successful deal closing at Marriott & Co. since the firm was founded in 2007. We are sincerely grateful to all of our clients and other participants over the years in helping our firm achieve this milestone, and we look forward to the next 50 transactions!

As we kick off 2022, we wanted to take a look back to highlight some of the characteristics of the six deals from 2021 as they are representative of the services we provide:

 

“I would like to thank the Marriott & Co. team for helping to generate such a fantastic outcome for YakAttack. Their entire team impressed me every step of the way by delivering thoughtful advice, crisp process execution and a relentless work ethic. I trusted Marriott & Co. to advise me on the most important business decision of my life, and they delivered.”

– Luther Cifers, Founder and President of YakAttack
– a 2021 client of Marriott & Co.

About Marriott & Co.:

Headquartered in Richmond, Virginia, Marriott & Co. (www.marriott-co.com) is a premier, independent boutique investment-banking firm focused on advising privately-held companies across a wide variety of industries.  The firm provides merger and acquisition advisory and capital raising services primarily to family-held businesses and entrepreneurial business owners in the middle market.  Marriott & Co.’s unique entrepreneurial culture enables the firm to tailor its services to meet the needs of its clients, and the firm’s professionals have an unparalleled understanding of the challenges and opportunities facing these companies and their owners today.  By delivering senior banker attention, a high-touch approach to client service and best-in-class process execution to every assignment it undertakes, Marriott & Co. has established a long track record of closing successful transactions for clients all over the U.S.

Contact:  Justin Marriott

Phone: (804) 344-0952

justin@marriott-co.com

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