Q1 2024: Healthcare Report

Miami Investment Banking Firm Cassel Salpeter Issues Healthcare Industry Deal Report

South Florida firm publishes Q1 2024 Healthcare Deal Report surveying year’s company M&A, deal flow, and market trends

Q1 2024: Aviation Deal Report

Miami Investment Banking Firm Cassel Salpeter Issues Aviation Industry Deal Report 
South Florida firm publishes Q1 2024 Aviation Deal Report surveying year’s company M&A, deal flow, and market trends

Q1 2024: Tech Deal Report

Miami Investment Banking Firm Cassel Salpeter Releases Tech Industry Deal Report
South Florida firm publishes Q1 2024 Tech Investment Banking Report surveying technology deals, industry M&A, and public markets activity

Healthcare Report Q4 2023

Miami Investment Banking Firm Cassel Salpeter Issues Healthcare Industry Deal Report 

South Florida firm publishes Q3 2023 Healthcare Deal Report surveying year’s company M&A, deal flow, and market trends

2023 Florida Sponsor Report

Q4 2023: Aviation Deal Report

Miami Investment Banking Firm Cassel Salpeter Issues Aviation Industry Deal Report 
South Florida firm publishes Q4 2023 Aviation Deal Report surveying year’s company M&A, deal flow, and market trends

Q4 2023: Tech Deal Report

Miami Investment Banking Firm Cassel Salpeter Releases Tech Industry Deal Report
South Florida firm publishes Q4 2023 Tech Investment Banking Report surveying technology deals, industry M&A, and public markets activity

Healthcare Report Q3 2023

Miami Investment Banking Firm Cassel Salpeter Issues Healthcare Industry Deal Report 

South Florida firm publishes Q3 2023 Healthcare Deal Report surveying year’s company M&A, deal flow, and market trends

P3 Technologies

  • Background: P3 Technologies, LLC (“P3”), headquartered in Jupiter, FL, is a custom turbomachinery engineering, product development and manufacturing business providing differentiated propulsion, power, and pumps technologies for the space, new energy and medical markets.
  • Cassel Salpeter:
    • Served as financial advisor to the company
    • Ran a focused, competitive sales process, identifying and contacting strategic and financial buyers
    • Successfully identified a strategic acquirer looking to enhance its technological capabilities and expand its turbomachinery solutions
  • Challenges:
    • Achieving a seamless transaction without interrupting the business
    • Founder seeking to transfer back-office responsibilities in order to focus on the primary business
    • Project-based business with periodic, significant client wins
  • Outcome: In November 2023, P3 was acquired by Graham Corporation (NYSE: GHM) (“Graham”).  Graham is a global leader in the design and manufacture of mission critical fluid, power, heat transfer and vacuum technologies for the defense, space, and energy industries.  P3 integrates seamlessly into Graham’s Barber-Nichols (“BN”) brand, bringing highly complementary technology that enhances BN’s turbomachinery solutions.

Aviation Report Q3 2023

Miami Investment Banking Firm Cassel Salpeter Issues Aviation Industry Deal Report 
South Florida firm publishes Q2 2023 Aviation Deal Report surveying year’s company M&A, deal flow, and market trends