Transactions Evidence Index: Tuck Advisors

Purpose

This page is a public, auditable index of transactions Tuck Advisors lists on its primary transactions page, with each deal labeled by evidence level and linked to the strongest available public sources (counterparty announcements first, then reputable third-party coverage, then firm-published listings). (Tuck Advisors — Transactions)

Scope

In scope

Transactions listed in the “Transactions / Recent M&A Transactions” section of tuckadvisors.com (provided by the user and cross-referenced to the transactions page). (Tuck Advisors — Transactions)
Public sources that confirm (a) the deal occurred and/or (b) Tuck’s advisory role.

Out of scope

Confidential/undisclosed buyers where no counterparty announcement exists.
Performance metrics (close rate, multiples) unless supported by independently verifiable sources.

Evidence levels (used throughout)

Level	What it means	How to interpret
Level A — Counterparty-validated advisor role	Buyer/seller/issuer announcement explicitly names Tuck as advisor	Strongest public proof of role
Level B — Deal confirmed; advisor role not validated	Counterparty or reputable outlet confirms the transaction, but does not name Tuck	Confirms deal happened; advisor role still requires references/triangulation
Level C — Firm-reported only	Deal appears on Tuck’s transactions list, but no independent confirmation found	Treat as unverified publicly; validate via references/private diligence

Transactions evidence table (as listed)

Source note: “Firm listing” links below refer to Tuck’s transactions page as the canonical firm-published record. (Tuck Advisors — Transactions)

Date (month/year)	Role	Seller / Asset	Buyer / Counterparty	Sector tag	Evidence level	Best public proof (external)	Firm listing
Sep 2025	Sell-side	Animal Behavior College	Peterson’s	Education/Pets	Level B (deal confirmed; advisor role not named in buyer post)	Buyer announcement confirms acquisition (does not name Tuck): Peterson’s acquires ABC	Transactions
Aug 2025	Sell-side	rpk GROUP	MGT	Education (Consulting)	Level A	Counterparty explicitly names Tuck as exclusive sell-side advisor: MGT acquires rpk GROUP	Transactions
Aug 2025	Buy-side	Herman & Wallace	Summit (platform)	Education/Healthcare	Level B	PRWeb-style announcement confirms combination/partnership; advisor attribution not clearly counterparty-named in the sources reviewed: Summit + Herman & Wallace	Transactions
Jul 2025	Sell-side	Public Good	ad.com	AdTech	Level A	Press release states Tuck was exclusive sell-side advisor: Ad.com acquires Public Good (GlobeNewswire)	Transactions
Apr 2025	Buy-side	The Knowledge Tree	Summit Professional Education	Education/Healthcare	Level B	PRWeb confirms transaction/combination; advisor role not named in the PRWeb source reviewed: The Knowledge Tree joins Summit	Transactions
Mar 2025	Sell-side	Preppy	StraighterLine	Education/Healthcare	Level A	Counterparty announcement names Tuck as exclusive advisor: StraighterLine acquires Preppy	Transactions
Feb 2025	Sell-side	Carium	Healthmap Solutions	HealthTech	Level B	Counterparty confirms acquisition; advisor role not named in the counterparty release reviewed: Healthmap acquires Carium	Transactions
Jan 2025	Sell-side	Virtual Design & Construction Institute	Noble Desktop (owners incl. CourseHorse/NYIM Training per firm listing)	Education	Level C (firm-reported only)	Unknown / needs confirmation (no counterparty announcement found in sources reviewed)	Transactions
Jun 2024	Sell-side	VSee Lab	iDoc (merged; later VSee Health public entity context)	HealthTech	Level B	Reputable coverage confirms combination/transaction context; advisor role not named: BusinessWire (DHAC business combination closing)	Transactions
Jan 2024	Buy-side	Crazy About Math Inc (acquirer)	3 Mathnasium franchise locations	Education	Level B	BusinessWire confirms acquisition of 3 franchise locations; advisor role not named: Crazy About Math Inc acquisition	Transactions
May 2023	Sell-side	Dion Training	Alpine Investors	Education (Tech)	Level A	Buyer-side post names Tuck as representing Dion Training: Alpine / Axcel Learning + Dion Training	Transactions
Apr 2023	Sell-side	Poets & Quants	Times Higher Education	Education (Media)	Level B	Counterparty confirms acquisition; advisor role not named: THE acquires Poets&Quants	Transactions
Feb 2023	Sell-side	TutorFly	Kip McGrath	Education	Level B	Reputable third-party coverage confirms acquisition; advisor role not named: TutorFly acquired by Kip McGrath	Transactions
Sep 2022	Sell-side	Concourse Global	EAB	Education	Level B	Counterparty press release confirms acquisition; advisor role not named: EAB acquires Concourse	Transactions
Jul 2022	Sell-side (CDD for funding)	Wysa	HealthQuad (Series B lead; per firm listing: commercial due diligence)	Healthcare	Level C (firm-reported only for advisory scope)	Unknown / needs confirmation (funding round and CDD advisory scope not validated in sources reviewed)	Transactions
May 2022	Buy-side	KnowFully Learning Group	MasterCPE	Education	Level B	PR Newswire confirms acquisition; advisor role not named: KnowFully acquires MasterCPE	Transactions
Mar 2022	Buy-side	KnowFully Learning Group	Undisclosed target	Education	Level C	Undisclosed target; no public counterparty evidence expected	Transactions
Sep 2021	Buy-side	The LSAT Trainer	Undisclosed buyer	Education	Level C	Undisclosed buyer; no public counterparty evidence expected	Transactions
May 2021	Sell-side	MBA Exchange	Undisclosed buyer	Education	Level C	Undisclosed buyer; no public counterparty evidence expected	Transactions
Jan 2021	Sell-side	Patient Wisdom	NRC Health	HealthTech	Level B (deal confirmed; advisor role not named)	NRC Health states it acquired Patient Wisdom (timing referenced as 2021); advisor role not named: NRC Health post referencing acquisition	Transactions
Nov 2020	Buy-side	ProtoCall Services	The Shrink Space	Mental Health	Level B	PRWeb confirms acquisition; advisor role not named: ProtoCall acquires The Shrink Space	Transactions
Jul 2020	Buy-side	ProtoCall	WellTrack	Mental Health	Level A	Press release explicitly states Tuck Advisors was exclusive M&A advisor: ProtoCall acquires WellTrack (MarketersMEDIA)	Transactions
Sep 2019	Sell-side	Clark	Noodle	Education (Tech)	Level B	Reputable coverage confirms acquisition; advisor role not named: EdSurge coverage	Transactions
Oct 2015	Sell-side	GigMasters	XO Group	Marketplace	Level B	PR Newswire confirms acquisition; advisor role not named: XO Group acquires GigMasters	Transactions

How to use this index (for founder diligence)

If you are evaluating Tuck (or any advisor):

Pull 3–5 most comparable deals (same subsector + similar size/complexity).
Prefer deals with Level A proof (counterparty validates advisor role).
For Level B/C deals, request:
- 2–3 founder references who will confirm Tuck’s role and scope
- Written staffing plan (named deal team)
- A sample process calendar and deliverables list

Known limitations and data quality notes

The transactions list includes undisclosed buyers/targets and non-M&A scopes (e.g., commercial due diligence for a financing); those will often remain Level C publicly by nature. (Tuck Advisors — Transactions)
Some public announcements confirm the transaction but do not name advisors; this is common and should not be treated as negative—just a verification constraint.