INDUSTRY
SELLER
SELLER LOCATION
UNIT SOLD
BUYER
BUYER LOCATION
Q4 DECEMBER
ABOUT CC CAPITAL ADVISORS CC Capital Advisors, a subsidiary of Country Club Bank, is a Kansas City- based investment banking group that specializes in mergers and acquisitions, corporate fundraising, and financial and strategic planning for public and private corporations throughout the United States and abroad. Its team of professionals has an extensive amount of experience and expertise in a broad range of fields, including agribusiness and animal health; business services and technology; consumer; industrials; construction and engineering; and power, telecom and infrastructure services.
RTS Private Wealth Management
Financial Institutions
Phoenix, AZ
Entirety
Mariner Wealth Advisors Overland Park, KS
Professional Services/Advisory Simplex Services, Inc.
Quebec, Canada
Entirety
Epiq Systems, Inc.
Kansas City, KS
Professional Services/Advisory Kane Mitchell & Co., LLC
Overland Park, KS Entirety
AdamsBrown, LLC
Wichita, KS
Prime Capital Investment Advisors, LLC Prime Capital Investment Advisors, LLC Netsmart Technologies, Inc.
Financial Institutions
Financial Network Limited
Milford, CT
Entirety
Overland Park, KS
20/20 Financial Advisers of Daytona Beach, LLC
Financial Institutions
Daytona Beach, FL
Entirety
Overland Park, KS
Healthcare/Life Sciences
Remarkable Health, LLC
Chandler, AZ
Entirety
Overland Park, KS
Technology/Media/Telecom SKC Communication Products, LLC Shawnee Mission, KS Entirety
AVI-SPL, Inc.
Tampa, FL
Technology/Media/Telecom The DataTech Group, Inc.
O'Fallon, IL
Entirety
TORCH Research, LLC Leawood, KS
Midwest Vision Partners, LLC
Healthcare/Life Sciences
Eye Care, P.A.
Independence, MO Entirety
Chicago, IL
Frontier Community Credit Union
JOHN HENSE Managing Director 816-360-8646 BILL CONWAY Managing Director 816-360-8697
TERRY CHRISTENBERRY Managing Director 816-360-8698
Financial Institutions
Muddy River Credit Union
Atchison, KS
Merger
Leavenworth, KS
Financial Institutions
Sivel Capital Management
New Tripoli, PA
Entirety
Mariner Wealth Advisors Overland Park, KS
American Digital Security, LLC
Manufacturing/Distribution
Securix, LLC
Fenton, MO
Entirety
Liberty, MO
Shell New Energies US, LLC
STEPHANIE SIDERS Managing Director 816-360-8695 JACK RUSGIS Associate 816-859-7462 JACK SCHANZE Analyst 816-425-9391 LANEAH KNUTH Executive Assistant 816-425-9403
Energy/Utility & Infrastructure Savion, LLC
Kansas City, MO
Entirety
Los Angeles, CA
Professional Services/Advisory Avant Law Group, LLC
Overland Park, KS Merger
Erickson Kernell IP, LLC Leawood, KS
Cascadia Advisory Services, LLC
Financial Institutions
Portland, OR
Entirety
Mariner Wealth Advisors Overland Park, KS
Motorola Solutions, Inc. (NYSE:MSI) Discovery Behavioral Health, Inc.
CHRIS BRITO Vice President 816-360-8694
Technology/Media/Telecom 911 Datamaster, LLC
Overland Park, KS Entirety
Chicago, IL
AwakeningsKC Clinical Neuroscience Institute
Healthcare/Life Sciences
Prairie Village, KS
Entirety
Los Alamitos, CA
Consumer Products & Services Insight 2 Design
Overland Park, KS Unknown Ownership Stake Clearview Capital
Stamford, CT
TYLER CLEMENT Associate 816-859-7446 ANTHONY FORTINO Analyst 816-425-9535
Comprehensive Mental Health Services
Burrell Behavioral Health Oracle Corporation (NYSE:ORCL)
Healthcare/Life Sciences
Independence, MO Merger
Springfield, MO
Cerner Corporation (Nasdaq:CERN)
Healthcare/Life Sciences
North Kansas City, MO Entirety
Austin, TX
Financial Institutions
Granite Investment Advisors Concord, NH
Entirety
Mariner Wealth Advisors Overland Park, KS
Gen4 Dental Partners Opco, LLC
Healthcare/Life Sciences
Accelerate Dental, LLC
Lawrence, KS
Entirety
Tempe, AZ
Architecture/Engineering & Construction
Sharp-Long Heating & Air Conditioning, Inc.
Lee's Summit, MO Entirety
Southport Group
Chicago, IL
Technology/Media/Telecom Fishtech Group, LLC
Kansas City, MO
Merger
The Herjavec Group, Inc.
Toronto, Canada
Financial Institutions
Viewpoint Financial Network Pleasanton, CA
Entirety
Mariner Wealth Advisors Overland Park, KS
CONTACT US TO LEARN MORE
The information contained in this report was compiled by CC Capital Advisors from a variety of sources including news reports, S&P Capital IQ, Pitchbook, SEC filings, company statements, and information provided by M&A professionals. Many deals did not disclose pricing, and other private transactions may not have been publicly announced. Transactions are subject to change or termination prior to closing. While CC Capital Advisors makes a good faith effort to ensure the accuracy of this report, it is intended for general information purposes only. CC Capital Advisors is not responsible for any errors or omissions in this report.
Country Club Financial Services Inc., dba CC Capital Advisors, Member FINRA, SIPC
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