Transactions

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Our Most Recent Transactions

CAS has been recognized within the OBS sector for our ability to assist clients with both buy-side and sell-side transactions.

Acquired
The undersigned initiated the transaction and served as M&A advisor to Knovaone
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April 2024
Acquired Select Assets of
The undersigned initiated the transaction and served as M&A advisor to CCMR3
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January 2024
(Securities conducted through Finalis Securities LLC, Member FINRA/SIPC)
Acquired
The undersigned initiated the transaction and served as M&A advisor to Cater To You (CTY)
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September 2023
(Securities conducted through StillPoint Capital Member FINRA/SiPC, Tampa, FL)
Acquired
The undersigned initiated the transaction and served as M&A advisor to WebRecon
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July 2023
(Securities conducted through StillPoint Capital Member FINRA/SiPC, Tampa, FL)
Acquired
The undersigned initiated the transaction and served as M&A advisor to Williams & Fudge
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July 2023
Was Acquired By
The undersigned initiated the transaction and served as M&A advisor to ABC Amega
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June 2023
(Securities conducted through StillPoint Capital Member FINRA/SiPC, Tampa, FL)
Acquired
The undersigned initiated the transaction and served as M&A advisor to Municipal Collection Services
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February 2023
(Securities conducted through StillPoint Capital Member FINRA/SiPC, Tampa, FL)

Note Worthy Transactions