Proven Track Record Across Industries
With decades of experience at leading financial institutions, our partners have executed landmark M&A and financing transactions worldwide.
Explore Our Experience
Financing
Structured internal financing and led purchaser due diligence, LOI, and agreement review.
Acquisition Review
Reviewed purchase agreement terms and advised on negotiations for regional acquisition.
Acquisition Review
Analyzed and redlined purchase agreement for specialized manufacturing acquisition.
Acquisition
Led $200M renewable energy acquisition, structuring deal for optimal financing and tax credits.
Acquisition & Growth Financing
Orchestrated $100M acquisition and growth capital raise, including tax-credit monetization.
Stock-for-Stock Acquisition
Structured tax-efficient stock-for-stock transaction for cross-border software consolidation.
Sell Process & Series B Raise
Managed strategic sales process and executed $10M Series B financing.
Roll-up Acquisitions
Independent sponsor deploying $65M across four tuck-in acquisitions under LOI.
Management Buyout
Advised on $15M MBO structure, aligning sponsor and management incentives.
Sell-Side Advisory
Lead advisor on $244M divestiture, managing buyer outreach and negotiations.
Buy-Side Advisory
Provided buy-side advisory on $123M web services acquisition, managing diligence and valuation.
Sell-Side Advisory
Executed $82.1M divestiture for data storage provider, coordinating marketing and buyer outreach.
Sell-Side Advisory
Advised on $90M sale of hosting and domain assets through competitive auction.
Sell-Side Advisory
Global lead on $5.9B sale, managing cross-jurisdictional carve-out and buyer negotiations.
Sell-Side Advisory
Structured and marketed $40M divestiture of in-room entertainment operations.
Acquisition Due Diligence
Prepared comprehensive due diligence report for acquisition decision-making.
M&A & Financing Advisory
Built merger-financing models, crafted teaser and pitchbook, and ran buyer outreach.
Pay-to-Play Financing
Structured pay-to-play recap for VC-backed platform, including board materials.
IPO & Sell-Side Combo
Led $93.4M IPO and concurrent $82.1M sell-side advisory to maximize value capture.
Growth Equity
Acted as fractional CFO to structure and execute equity raise, drafting PPM and cash-flow model.
First-Time Equity Raise
Guided $600M private placement with PPM and marketing materials.
SAFE Note Financing
Structured and negotiated SAFE note terms to streamline equity round.
SAFE Note Financing
Led $4M SAFE financing, drafting legal docs and investor presentations.
CFO & Banking Restructuring
Renegotiated credit facilities and oversaw pension & profit-sharing setup.
Divestiture Analysis
Documented procedures and analyzed trucking-fleet divestiture feasibility for $90M broker.
Convertible Note Raise
Structured $6M secured and convertible note financing, managing due diligence.
Sponsor-Led Acquisitions
Deployed $80M as independent sponsor, using proprietary tech for cost take-out.
Dual Reg D & CF Raise
Executed $5M combined Reg D/CF offering for accredited and retail investors.
Series Seed & Direct Listing
Structured seed round and direct listing strategy, aligning acquisitions with capital raise.
Growth Financing
Carved out non-core IP and arranged capital for expansion.
Private Placement
Placed $3M of equity to fund music content acquisition.
IPO
Raised $114M in IPO for consumer internet platform.
Senior Notes
Structured $210M of senior debt to refinance and expand network infrastructure.
Common Equity
Raised $100M equity to support telecom network expansion.
Common Equity
Led $195M private placement to fund medical imaging expansion.
Common Equity
Executed $131.5M equity raise to support acquisitions in publishing.
IPO
Guided $195.5M IPO in competitive telecom sector.
IPO
Led $60M IPO for web-hosting business.
Senior Notes
Structured $125M senior debt to finance lithium expansion.
Common Equity
Raised $31.4M equity issuance for growth capital.
Common Equity
Placed $41.6M equity to fund hospitality network upgrades.
Convertible Notes
Structured $97.7M in convertible subordinated debt for network expansion.
IPO
Took telecom-software provider public; final size set by market at $100M.
IPO
Guided $63.2M equity raise to launch telecom exchange.
IPO
Executed $42M IPO to fund broadband rollout.
IPO
Raised $33M to commercialize AI networking hardware.
Senior Discount Notes
Issued $175M in high-yield notes to refinance maturing debt.
Common Equity
Placed $25M of equity for wireless network rollout.
Senior Notes
Raised $170M of debt to support infrastructure expansion.
Buy-Side Advisory
Advised on $123M strategic acquisition of online content assets.
Senior Subordinated Notes
Structured $125M subordinated debt for sponsored LBO.
Common Equity
Raised $150.5M to fund global sports-media expansion.
IPO
Executed $75M IPO for telecom equipment manufacturer.
Common Equity
Raised $43.8M equity to build new data-center capacity.
IPO
Guided $38.4M IPO for telecom distributor.
Private Equity Rounds
Led four growth equity rounds for emerging tech.
Private Equity Rounds
Executed three venture and growth financings.
Private Equity
Structured private equity investments for networking hardware vendor.
Private Equity Rounds
Advised on two growth-equity financings in enterprise software.
Private Equity Rounds
Managed two financings for semiconductor IP provider.
Private Equity Rounds
Structured two private equity rounds for battery-technology firm.
Private Equity
Led growth-capital raise for cloud networking startup.
Private Equity Rounds
Oversaw five equity financings for biotech therapeutics developer.
Private Equity Rounds
Managed seed and Series A financing for SaaS platform.
Private Equity
Advised on seed-stage equity financing for sports-tech provider.
Private Equity Rounds
Led two financings for microbiome biotech company.
Private Equity Rounds
Structured two growth financings for mobile software specialist.
Private Equity
Advised on venture financings for computing chip developer.
Private Equity Rounds
Managed two financings for fintech innovator.
Private Equity Rounds
Led two equity rounds for real-time analytics software firm.
Private Equity
Advised on growth-equity financing for solar module manufacturer.
Private Equity
Guided private capital raises for solar developer.
Private Equity Rounds
Structured two rounds of growth equity for CSP technology firm.
Private Equity
Managed equity financing for bioremediation technology company.
Private Equity
Advised on growth-equity round for semiconductor designer.
Private Equity
Led venture financings for digital twin software provider.
Private Equity Rounds
Executed three equity raises for GRC software leader.
Private Equity Rounds
Advised on two financings for energy-efficiency products firm.
Private Equity
Structured seed and Series A financings for data-center virtualization startup.
Financing
Structured internal financing and led purchaser due diligence, LOI, and agreement review.
Acquisition Review
Reviewed purchase agreement terms and advised on negotiations for regional acquisition.
Acquisition Review
Analyzed and redlined purchase agreement for specialized manufacturing acquisition.
Acquisition
Led $200M renewable energy acquisition, structuring deal for optimal financing and tax credits.
Acquisition & Growth Financing
Orchestrated $100M acquisition and growth capital raise, including tax-credit monetization.
Stock-for-Stock Acquisition
Structured tax-efficient stock-for-stock transaction for cross-border software consolidation.
Sell Process & Series B Raise
Managed strategic sales process and executed $10M Series B financing.
Roll-up Acquisitions
Independent sponsor deploying $65M across four tuck-in acquisitions under LOI.
Management Buyout
Advised on $15M MBO structure, aligning sponsor and management incentives.
Sell-Side Advisory
Lead advisor on $244M divestiture, managing buyer outreach and negotiations.
Buy-Side Advisory
Provided buy-side advisory on $123M web services acquisition, managing diligence and valuation.
Sell-Side Advisory
Executed $82.1M divestiture for data storage provider, coordinating marketing and buyer outreach.
Sell-Side Advisory
Advised on $90M sale of hosting and domain assets through competitive auction.
Sell-Side Advisory
Global lead on $5.9B sale, managing cross-jurisdictional carve-out and buyer negotiations.
Sell-Side Advisory
Structured and marketed $40M divestiture of in-room entertainment operations.
Acquisition Due Diligence
Prepared comprehensive due diligence report for acquisition decision-making.
M&A & Financing Advisory
Built merger-financing models, crafted teaser and pitchbook, and ran buyer outreach.
Pay-to-Play Financing
Structured pay-to-play recap for VC-backed platform, including board materials.
IPO & Sell-Side Combo
Led $93.4M IPO and concurrent $82.1M sell-side advisory to maximize value capture.
Growth Equity
Acted as fractional CFO to structure and execute equity raise, drafting PPM and cash-flow model.
First-Time Equity Raise
Guided $600M private placement with PPM and marketing materials.
SAFE Note Financing
Structured and negotiated SAFE note terms to streamline equity round.
SAFE Note Financing
Led $4M SAFE financing, drafting legal docs and investor presentations.
CFO & Banking Restructuring
Renegotiated credit facilities and oversaw pension & profit-sharing setup.
Divestiture Analysis
Documented procedures and analyzed trucking-fleet divestiture feasibility for $90M broker.
Convertible Note Raise
Structured $6M secured and convertible note financing, managing due diligence.
Sponsor-Led Acquisitions
Deployed $80M as independent sponsor, using proprietary tech for cost take-out.
Dual Reg D & CF Raise
Executed $5M combined Reg D/CF offering for accredited and retail investors.
Series Seed & Direct Listing
Structured seed round and direct listing strategy, aligning acquisitions with capital raise.
Growth Financing
Carved out non-core IP and arranged capital for expansion.
Private Placement
Placed $3M of equity to fund music content acquisition.
IPO
Raised $114M in IPO for consumer internet platform.
Senior Notes
Structured $210M of senior debt to refinance and expand network infrastructure.
Common Equity
Raised $100M equity to support telecom network expansion.
Common Equity
Led $195M private placement to fund medical imaging expansion.
Common Equity
Executed $131.5M equity raise to support acquisitions in publishing.
IPO
Guided $195.5M IPO in competitive telecom sector.
IPO
Led $60M IPO for web-hosting business.
Senior Notes
Structured $125M senior debt to finance lithium expansion.
Common Equity
Raised $31.4M equity issuance for growth capital.
Common Equity
Placed $41.6M equity to fund hospitality network upgrades.
Growth Equity
Acted as fractional CFO to structure and execute equity raise, drafting PPM and cash-flow model.
First-Time Equity Raise
Guided $600M private placement with PPM and marketing materials.
SAFE Note Financing
Structured and negotiated SAFE note terms to streamline equity round.
SAFE Note Financing
Led $4M SAFE financing, drafting legal docs and investor presentations.
CFO & Banking Restructuring
Renegotiated credit facilities and oversaw pension & profit-sharing setup.
Divestiture Analysis
Documented procedures and analyzed trucking-fleet divestiture feasibility for $90M broker.
Convertible Note Raise
Structured $6M secured and convertible note financing, managing due diligence.
Sponsor-Led Acquisitions
Deployed $80M as independent sponsor, using proprietary tech for cost take-out.
Dual Reg D & CF Raise
Executed $5M combined Reg D/CF offering for accredited and retail investors.
Series Seed & Direct Listing
Structured seed round and direct listing strategy, aligning acquisitions with capital raise.
Growth Financing
Carved out non-core IP and arranged capital for expansion.
Private Placement
Placed $3M of equity to fund music content acquisition.
IPO
Raised $114M in IPO for consumer internet platform.
Senior Notes
Structured $210M of senior debt to refinance and expand network infrastructure.
Common Equity
Raised $100M equity to support telecom network expansion.
Common Equity
Led $195M private placement to fund medical imaging expansion.
Common Equity
Executed $131.5M equity raise to support acquisitions in publishing.
IPO
Guided $195.5M IPO in competitive telecom sector.
IPO
Led $60M IPO for web-hosting business.
Senior Notes
Structured $125M senior debt to finance lithium expansion.
Common Equity
Raised $31.4M equity issuance for growth capital.
Common Equity
Placed $41.6M equity to fund hospitality network upgrades.
Convertible Notes
Structured $97.7M in convertible subordinated debt for network expansion.
IPO
Took telecom-software provider public; final size set by market at $100M.
IPO
Guided $63.2M equity raise to launch telecom exchange.
IPO
Executed $42M IPO to fund broadband rollout.
IPO
Raised $33M to commercialize AI networking hardware.
Senior Discount Notes
Issued $175M in high-yield notes to refinance maturing debt.
Common Equity
Placed $25M of equity for wireless network rollout.
Senior Notes
Raised $170M of debt to support infrastructure expansion.
Buy-Side Advisory
Advised on $123M strategic acquisition of online content assets.
Senior Subordinated Notes
Structured $125M subordinated debt for sponsored LBO.
Common Equity
Raised $150.5M to fund global sports-media expansion.
IPO
Executed $75M IPO for telecom equipment manufacturer.
Common Equity
Raised $43.8M equity to build new data-center capacity.
IPO
Guided $38.4M IPO for telecom distributor.
Private Equity Rounds
Led four growth equity rounds for emerging tech.
Private Equity Rounds
Executed three venture and growth financings.
Private Equity
Structured private equity investments for networking hardware vendor.
Private Equity Rounds
Advised on two growth-equity financings in enterprise software.
Private Equity Rounds
Managed two financings for semiconductor IP provider.
Private Equity Rounds
Structured two private equity rounds for battery-technology firm.
Private Equity
Led growth-capital raise for cloud networking startup.
Private Equity Rounds
Oversaw five equity financings for biotech therapeutics developer.
Private Equity Rounds
Managed seed and Series A financing for SaaS platform.
Private Equity
Advised on seed-stage equity financing for sports-tech provider.
Private Equity Rounds
Led two financings for microbiome biotech company.
Private Equity Rounds
Structured two growth financings for mobile software specialist.
Private Equity
Advised on venture financings for computing chip developer.
Private Equity Rounds
Managed two financings for fintech innovator.
Private Equity Rounds
Led two equity rounds for real-time analytics software firm.
Private Equity
Advised on growth-equity financing for solar module manufacturer.
Private Equity
Guided private capital raises for solar developer.
Private Equity Rounds
Structured two rounds of growth equity for CSP technology firm.
Private Equity
Managed equity financing for bioremediation technology company.
Private Equity
Advised on growth-equity round for semiconductor designer.
Private Equity
Led venture financings for digital twin software provider.
Private Equity Rounds
Executed three equity raises for GRC software leader.
Private Equity Rounds
Advised on two financings for energy-efficiency products firm.
Private Equity
Structured seed and Series A financings for data-center virtualization startup.
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