Home  /  About  /  Testimonials and Transactions

Our track record, in our clients’ words and in our deals.

For a founder- or family-owned business, a sale, or a sale of part of the business (a recapitalization), is personal. Here is how clients describe working with McCombie Group, and the transactions our team has advised on.

Combined Underwriters of Miami · 1:27

Client story

“We couldn’t have done it without them.”

Nia Yasher and Susana Armengol sold their insurance agency, Combined Underwriters of Miami, with McCombie Group as their advisor. Here is their story.

Client testimonials

A partner, not just an outside advisor.

From helping us build and implement a solid strategic plan, through supporting us through the eventual sale of our business, McCombie Group advised us across some of our most important and sensitive issues. And they did it seamlessly. I trust David and his team because they not only have delivered time and again, but because they act more like a partner than an outside advisor.

Jose SmithCEO, Costa Farms

McCombie Group did an outstanding job managing the process and was fully engaged in every aspect of the deal. Their commitment to keeping this process moving ensured that I received the best possible outcome and a timely closing. I’m looking forward to their continued support in growing my business both organically and through targeted acquisitions.

Gian Carlo AlonsoCEO, Amerikooler

Working with McCombie Group was (and continues to be) an outstanding experience. David’s knowledge, experience, and insightfulness proved to be an invaluable asset in negotiating an agreement, which had the potential to be difficult. David assisted us through the entire process, always available regardless of time of day to answer any questions. Without question, David was an asset to us and we will continue to request his assistance in any future negotiations.

Nia YasherManaging Partner, Combined Underwriters of MiamiWatch their story ↑

Testimonials reflect the experience of these clients and may not be representative of the experience of other clients. They are not a guarantee of future performance or success.

Transactions

Deals our team has advised on.

Sell-side: we represented the seller. Buy-side: we represented the buyer.

  • Healthcare
    South Florida medical staffing company
    Sold toa private equity-backed home care platform
    Sell-side advisor
  • Self storage
    Shareholder buyout
    Financial advisor
  • Healthcare
    Acquired by
    Buy-side advisor
  • Healthcare
    Sold to
    Sell-side advisor‡
  • Insurance
    Sold to
    Sell-side advisor
  • Healthcare
    Miami Center for Advanced Cardiology
    Sold to
    Sell-side advisor
  • Industrial equipment
    Smith’s Implements
    Acquired by
    Buy-side advisor†
  • Equipment rental
    Investment from
    Sell-side advisor
  • Industrial equipment
    Gardiner’s Outdoor Equipment
    Acquired by
    Buy-side advisor†
  • Healthcare
    Sold to
    Sell-side advisor
  • Industrial equipment
    Acquired by
    Buy-side advisor†
  • Manufacturing
    Shareholder buyout
    Financial advisor
  • Marine
    Norseman Shipbuilding
    Sold to
    Sell-side advisor
  • Consumer products
    Majority investment from
    Sell-side advisor
  • Industrial equipment
    Acquired bySeamLev Investments
    Buy-side advisor§

Transactions advised by members of our team while at McCombie Group. † Completed after McCombie Group principals became investors in Atlantic Tractor. ‡ McCombie Group principals held an ownership stake in the business. § McCombie Group principals invested in the SeamLev acquisition. Logos are the companies’ own marks, shown in one color.

Start a confidential conversation.

Every engagement starts with an honest read on your business, your market, and your options. No obligation.