Viking Mergers & Acquisitions

Since 1996 Viking has been fulfilling its mission of securing entrepreneurs’ futures through professional representation. After 28 years, the firm has consummated more than 850+ transactions, achieved a closing rate that is three times the industry average, and grown to thirteen offices throughout the Southeast. While our proprietary processes have contributed to that longevity, as is the case with all successful businesses, it’s mostly about leadership and people.

Advisor

Chally

Founded in 1973, Chally has evolved from a research firm to an industry-leading talent assessment software provider, offering greater flexibility to our customers while maintaining a scientific, data-backed approach to everything we do. For five decades, companies large and small have relied on Chally to help them find the right talent, unlock their potential, and make informed, evidence-based talent management decisions.

Director of Sales

Ten Oaks Group

Ten Oaks Group was founded by a group of private equity investors seeking to execute transactions in the lower middle market. We target small companies, typically focusing on opportunities with EBITDA less than $50 million. We prefer corporate carveouts or companies in transition but will consider an investment in any opportunity with long-term value creation potential.

Operating Partner

Investment Lead

Sturbridge Capital

Senior Associate

Analyst

Experienced Investment Professional with a demonstrated history of working in the financial services industry. Skilled in secondary private equity and traditional M&A investing, origination, and execution.

Taplio

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