Doeren Mayhew served as financial advisor to Taco Group Holdings LLC and its fourth-generation owners in the sale of the company to Pentair in a transaction valued at approximately $1.4 billion. 

Founded in 1920, Taco Group is an international HVAC company headquartered in Cranston, Rhode Island, with a presence in 13 countries. The transaction marks a significant milestone for the White family and positions Taco Group for its next chapter with publicly held Pentair. 

“Having advised the White family and Taco Group’s board of directors for more than a decade, it has been a privilege to support them through this pivotal transition,” said Lawrence “Larry” Simon, principal at Doeren Mayhew Advisors, LLC. “Taco Group has built an exceptional business over more than a century, and this transaction supports the next phase of growth while honoring the legacy the family has established across generations.” 

Over a process spanning more than 15 months, Doeren Mayhew provided comprehensive M&A advisory services, including evaluating investment banking firms, assisting with the confidential information memorandum, assessing potential buyers and supporting sell-side due diligence. The firm’s involvement also included quality of earnings analysis, tax analysis, F-reorganization planning and other strategic advisory support.