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Marriott & Co. Announces Promotion of Grayson Brown to Associate

Posted on July 1, 2024

Richmond, Va. — Marriott & Co., a premier, independent boutique investment banking firm based in Richmond, VA, is pleased to announce the promotion of Grayson Brown to Associate at the firm. Grayson joined Marriott & Co. in 2022 and focuses on executing M&A and capital advisory transactions for the firm’s closely-held business clients across a variety of industries.

“We are excited to congratulate Grayson on this well-deserved promotion,” said Justin Marriott, Managing Director and Founder of Marriott & Co. “Grayson’s strong analytical skills and work ethic have made him a key contributor to our firm’s success during his time here, and I look forward to his continued efforts.”

Added Bryan Burden, Managing Director of Marriott & Co., “During Grayson’s tenure here at the firm, we have successfully closed nine M&A transactions, and he has played a significant role on a number of those. Our clients enjoy working with Grayson and so does our internal team, so I am happy for him to be recognized with this promotion.”

Prior to joining Marriott & Co., Grayson graduated from the University of Virginia where he received a Bachelor of Arts degree in Economics and a minor in Business Entrepreneurship. Following his undergraduate experience, Grayson graduated from the University of Virginia’s McIntire School where he received a Master of Science degree in Commerce with a concentration in Finance.

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 W.S. Connelly & Co.

Posted on June 4, 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 W.S. Connelly & Co. Inc. (“WSC” or the “Company”) in its recapitalization by Incline Equity Partners (“Incline”), a leading private equity firm dedicated to investing across the middle market in distribution, business services and manufacturing companies.  The transaction closed on May 24, 2024.  Terms of the transaction were not disclosed.

Founded in the 1950s by Willard S. Connelly as a simple feed ‘n’ seed business in Roanoke, VA, WSC expanded over the decades to become a leading value-added distributor of consumable products used in the maintenance and development of commercial and residential turf and landscapes serving customers across the East Coast and Midwest.  The Company sells a robust portfolio of products, including seeds, fertilizer, control products, erosion control products and many others, to a diversified customer base across a number of end markets within the “green industry” including lawn care, landscape, horticulture and arboriculture, golf, erosion and sediment control, and sports turf.  Today, the Company is headquartered in Richmond, VA and is led by grandsons of the Founder, Patrick Connelly (CEO) and Kevin Connelly (President).  Under Patrick and Kevin’s leadership, WSC has experienced rapid growth – both organically and via acquisition – and has developed a talented and dedicated leadership team and employee base across its 15 service centers located in five different states.

“I am excited about our new partnership with Incline Equity Partners and can’t wait to embark on this next phase of growth for W.S. Connelly.  In Incline, we have partnered with a firm that truly understands our unique culture, and I am confident they will help us achieve our strategic growth objectives in the future,” said Patrick Connelly, CEO of WSC, “I would also like to thank the Marriott & Co. team for guiding us through this process that resulted in such a terrific outcome.  The Marriott & Co. team shares a lot of the same qualities that we value here at WSC – including a high-touch approach to customer service, relentless work ethic and extreme competitiveness – so we worked very well together as a collective team.”

Added Kevin Connelly, President of WSC, “Choosing a partner for WSC was such an important decision to get right because this company has meant so much to our family and our employees going back to the 1950s.  Incline brings everything to the table that we were seeking in an investment partner.  Most importantly, I believe this is an extraordinary opportunity for our dedicated team of employees as we look grow at an even more accelerated pace going forward.  As Patrick mentioned, we truly appreciate all that the Marriott & Co. team did to help us identify an investment partner that aligns so well with our core values.”

“We appreciate Patrick and Kevin allowing us with the opportunity to advise WSC on such an important transaction,” said Justin Marriott, Managing Director of Marriott & Co., “The WSC team was great to work with every step of the way, and we look forward to watching their continued success in this new partnership.”

Matt Improta, Managing Director of Marriott & Co. said, “Our firm is thrilled to have played a role in this transaction, and we believe that Incline’s expertise will complement what the WSC team does well which should be exciting to watch in the coming years.  We thoroughly enjoyed working with the WSC team and the Incline team as well.”

Added Bryan Burden, Managing Director of Marriott & Co., “We have long admired what Patrick, Kevin and the rest of the WSC team have built over the years as a successful third-generation family business, so it was very rewarding to have the opportunity to advise the Company on this momentous transaction.  We wish them all the best going forward.”

About W.S. Connelly & Co.:

Founded in the 1950s, W.S. Connelly & Co. (“WSC” or the “Company”) is a leading value-added distributor of consumable products used in the maintenance and development of commercial and residential turf and landscapes.  The Company is headquartered in Richmond, VA and serves a diverse base of customers across the East Coast and Midwest from its 15 service centers.  With a dedication to providing unrivaled customer service and a robust product offering, WSC has developed a highly respected reputation as a leader in the “green industry.”  For more information, visit www.wsconnelly.com.

About Incline Equity Partners:

Incline Equity Partners is a leading private equity firm dedicated to investing across the middle market in distribution, business services and manufacturing companies. Incline is generally seeking growing companies with enterprise values of $25 – $750 million.  Incline’s typical investment types are ownership transitions for privately held businesses, buyouts and corporate divestitures within the U.S. and Canada.  For more information, visit www.inclineequity.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 Dontage, LLC

Posted on May 30, 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 Dontage, LLC (the “Company”), a renowned medical aesthetics practice located in Fairfax, 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 May 14, 2024. Terms of the transaction were not disclosed.

Since its founding in 2017, Dontage has become highly respected for its unparalleled expertise and precise techniques in advanced injections and laser treatments. The Company is led by its Founder, Waseem Garbia, PA-C, an Allergan Certified Master Injector and one of the leading injectors on the East Coast. Mr. Garbia has trained thousands of aesthetic medical providers across the U.S. and Canada, serving as a national trainer for both Allergan and MedAesthetics.

By partnering with Dontage, Alpha strengthens its dedication to empowering aesthetic practices. This collaboration ensures that these practices can leverage a national platform’s benefits while preserving their unique clinical identities and operating independently.

Waseem Garbia, PA-C, Founder and Master Injector at Dontage, praised the Marriott & Co. team for their crucial role in achieving a remarkable outcome for his Company. “This transaction was a significant milestone for both my company and myself, so having an experienced M&A advisor was essential,” Mr. Garbia stated. “Marriott & Co.’s hands-on approach, responsiveness, and expertise in managing an efficient transaction process were vital to the success of this transaction. This collaboration positions us perfectly to enhance our growth and continue delivering outstanding care to our patients.”

Justin Marriott, Managing Director of Marriott & Co., commented, “The medical aesthetics sector is currently undergoing rapid expansion, accompanied by heightened levels of sustained M&A activity. It was an honor to facilitate the significant transaction for Dontage with Alpha Aesthetics Partners. Working with Waseem and his team was a pleasure. We extend our best wishes to Dontage for continued success in their new partnership.”

About Dontage, LLC:

Established in 2017, Dontage is a distinguished medical aesthetics practice located in Fairfax, VA. It offers advanced injections and laser treatments, serving patients in Northern Virginia and the Greater Washington, D.C. area. The practice is led by its Founder, Waseem Garbia, PA-C, an Allergan Master Injector and a national trainer for Allergan and MedAesthetics. For more information, please visit www.dontageva.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 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. Serves as Exclusive Financial Advisor to Arrowhead Environmental Services

Posted on May 21, 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 Arrowhead Environmental Services (“Arrowhead” or the “Company”) in its sale to Superior Environmental Solutions (“SES”), a portfolio company of private investment firm Palladium Equity Partners. The combination broadens SES’s geographic reach into the Southern Mid-Atlantic market, where Arrowhead is based, and expands SES’s position as a leading provider of environmental and industrial services in the Midwestern and Southeastern U.S. The transaction closed on May 13, 2024. Terms of the transaction were not disclosed.

With approximately 50 employees and 75 active customers throughout the Central Virginia area, Arrowhead represents one of SES’s largest acquisitions to date.

Founded in 2006 by Mike Luter and headquartered in Windsor, VA, Arrowhead is a leading provider of environmental and specialized industrial services including tank cleaning, vacuum truck services, hydro blasting, and other related services. The Company provides these mission-critical services to a number of customers operating industrial facilities in the Southern Mid-Atlantic U.S. in a wide variety of industries including consumer goods, chemicals, wastewater treatment and others. Arrowhead has been recognized on Inc. Magazine’s “Inc. 5000” ranking of the nation’s fastest-growing private companies multiple times.

“I am very excited about the combination of Arrowhead with SES and am confident it will serve the best interests of our valued employees and customers. In aligning with SES, we are partnering with a company with a strong culture of excellence and a private equity sponsor in Palladium, who brings decades of experience investing in founder-owned businesses,” said Mike Luter, Founder of Arrowhead, “I would like to thank Marriott & Co. for the critical role they played in the process of identifying a fantastic partner for Arrowhead and our people. As the Founder of Arrowhead, it was extremely important that I had a firm with proven M&A process expertise that I trusted on my side when I made the decision to explore a sale. Marriott & Co. delivered every step of the way to ensure this transaction was smooth and successful.”

“We are honored that Mike provided us with the opportunity to advise Arrowhead on such an important transaction,” said Bryan Burden, Managing Director of Marriott & Co., “We thoroughly enjoyed working with him and the rest of the Arrowhead team, and we believe the Company is poised to continue achieving great things under this new partnership with SES.”

Added Justin Marriott, Managing Director of Marriott & Co., “We continue to see an uptick in overall M&A activity this year, and we believe high-quality, entrepreneurial companies like Arrowhead have many attractive options from which to choose when seeking a potential ownership transition in today’s market.”

About Arrowhead Environmental Services:

Founded in 2006 by Mike Luter and headquartered in Windsor, VA, Arrowhead is a leading provider of environmental and specialized industrial services including tank cleaning, vacuum truck services, hydro blasting, and other related services. The Company provides these mission-critical services to a number of customers operating industrial facilities in the Southern Mid-Atlantic U.S. in a wide variety of industries including consumer goods, chemical, wastewater treatment and others. For more information about Arrowhead, visit www.arrowheadenv.com.

About Superior Environmental Solutions:

Superior Environmental Solutions (“SES”) is a leading provider of comprehensive, vertically integrated environmental and industrial services, including emergency response, hydro blasting, vacuum truck services, sponge blasting, product destruction, recycling and universal-waste management, transportation and waste disposal, and related, complementary services. For more information about SES, visit www.sesinc.com.

About Palladium Equity Partners, LLC:

Since its founding in 1997, Palladium has invested in more than 210 companies (40 platforms and more than 170 add-ons). With over $3.7 billion in assets under management, the firm focuses primarily on buyout equity investments in the range of $50 million to $150 million. Palladium seeks to acquire and grow companies in partnership with founders and experienced management teams by providing capital and strategic guidance. The partners of the firm have meaningful experience in consumer, services, industrials, and healthcare businesses, with a special focus on companies they believe will benefit from the growth in the U.S. Hispanic population. For more information, visit www.palladiumequity.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 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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