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.

Past performance is no guarantee of future results.

Acquired Select Assets of
The undersigned initiated the transaction and served as M&A advisor to CCMR3
Ten Year Corporate Advisory Solutions Logo
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)
Ten Year Corporate Advisory Solutions Logo
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
Ten Year Corporate Advisory Solutions Logo
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
Ten Year Corporate Advisory Solutions Logo
July 2023
Was Acquired By
The undersigned initiated the transaction and served as M&A advisor to ABC Amega
Ten Year Corporate Advisory Solutions Logo
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
Ten Year Corporate Advisory Solutions Logo
February 2023
(Securities conducted through StillPoint Capital Member FINRA/SiPC, Tampa, FL)

Previous Transactions