Representative transactions reflect the experience of our professionals at current and prior firms.
Intermedia Communications ($5.9B)
Sell-Side Advisory
Advised on $5.9B sale, managing cross-jurisdictional carve-out and buyer negotiations.
Real Estate Co. ($600M)
Equity Advisory
Advised on $600M private placement for a leading real estate platform.
Co Space ($244M)
Sell-Side Advisory
Advised on $244M divestiture, managing buyer outreach and negotiations.
CapRock Communications ($210M)
Debt Advisory
Advised on $210M senior debt financing to refinance and expand network infrastructure.
Wind Turbine Co. ($200M)
Acquisition Advisory
Advised on $200M renewable energy acquisition, including financing and tax-credit structuring.
Cypress Communications ($195.5M)
IPO Advisory
Advised on $195.5M IPO in competitive telecom sector.
CTI Molecular Imaging ($195M)
Equity Advisory
Advised on $195M private placement to fund medical imaging expansion.
Price Communications ($175M)
Debt Advisory
Advised on $175M high-yield notes issuance to refinance maturing debt.
PriCellular Corporation ($170M)
Debt Advisory
Advised on $170M debt financing to support wireless infrastructure expansion.
Sportsline USA ($150.5M)
Equity Advisory
Advised on $150.5M equity offering to fund global sports-media expansion.
Central Newspapers ($131.5M)
Equity Advisory
Advised on $131.5M equity offering to support acquisitions in publishing.
Livent Inc. ($125M)
Debt Advisory
Advised on $125M senior debt financing for lithium expansion.
Rifkin Acquisition Partners ($125M)
Debt Advisory
Advised on $125M subordinated debt financing for sponsored LBO.
Prodigy Communications ($123M)
Buy-Side Advisory
Advised on $123M strategic acquisition of online content assets.
Cais Internet ($114M)
IPO Advisory
Advised on $114M IPO for consumer internet platform.
Energy Co. ($100M)
Acquisition & Growth Financing
Advised on $100M acquisition and growth capital financing, including tax-credit monetization.
CapRock Communications ($100M)
Equity Advisory
Advised on $100M equity offering to support telecom network expansion.
Optel Inc. ($100M)
IPO Advisory
Advised on $100M IPO for telecom-software provider.
Midcom Communications ($97.7M)
Convertible Notes
Advised on $97.7M convertible subordinated debt financing for network expansion.
Data Return Corp. ($93.4M)
IPO & Sell-Side Advisory
Advised on $93.4M IPO and concurrent $82.1M sell-side transaction.
Interland Inc. ($90M)
Sell-Side Advisory
Advised on $90M sale of hosting and domain assets through competitive auction.
Data Return Corp. ($82.1M)
Sell-Side Advisory
Advised on $82.1M divestiture for data storage provider.
IT Staffing Roll-up ($80M)
Sponsor-Led Acquisitions
Advised independent sponsor on $80M deployment across multiple tuck-in acquisitions in the IT staffing sector.
Tadiran Telecommunications ($75M)
IPO Advisory
Advised on $75M IPO for telecom equipment manufacturer.
Construction Platform ($65M)
Roll-up Acquisitions
Advised independent sponsor on $65M across four tuck-in acquisitions under LOI.
Pacific Gateway Exchange ($63.2M)
IPO Advisory
Advised on $63.2M equity offering to launch telecom exchange.
Interland Inc. ($60M)
IPO Advisory
Advised on $60M IPO for web-hosting business.
Terremark Worldwide ($43.8M)
Equity Advisory
Advised on $43.8M equity offering to build new data-center capacity.
Pegasus Communications ($42M)
IPO Advisory
Advised on $42M IPO to fund broadband rollout.
LodgeNet Entertainment ($41.6M)
Equity Advisory
Advised on $41.6M equity offering to fund hospitality network upgrades.
LodgeNet Entertainment ($40M)
Sell-Side Advisory
Advised on $40M divestiture of in-room entertainment operations.
Vialog Corporation ($38.4M)
IPO Advisory
Advised on $38.4M IPO for telecom distributor.
Preferred Networks ($33M)
IPO Advisory
Advised on $33M offering to commercialize AI networking hardware.
Livent Inc. ($31.4M)
Equity Advisory
Advised on $31.4M equity issuance for growth capital.
PriCellular Corporation ($25M)
Equity Advisory
Advised on $25M equity offering for wireless network rollout.
Spirits Co.
Management Buyout
Advised on MBO structure, aligning sponsor and management incentives.
Mobile Service Platform
Sell Process & Series B
Advised on strategic sales process and Series B financing.
Consumer Goods Co.
Convertible Note Financing
Advised on secured and convertible note financing, managing due diligence.
Consumer Services Co.
Dual Reg D & CF Offering
Advised on combined Reg D/CF offering for accredited and retail investors.
Health & Wellness Co.
SAFE Note Financing
Advised on SAFE note financing, preparing investor materials and coordinating documentation.
A440 Music Group
Private Placement
Advised on equity offering to fund music content acquisition.
Australian Software Co.
Stock-for-Stock Acquisition
Advised on tax-efficient stock-for-stock transaction for cross-border software consolidation.
Logistics Co. (Dubai)
Financing Advisory
Advised on internal financing and led purchaser due diligence, LOI, and agreement review.
Commodities Broker
Divestiture Analysis
Advised on feasibility of trucking-fleet divestiture, including operational assessment.
Online Gaming Co.
Growth Equity
Advised on equity offering, including PPM preparation and cash-flow modeling.
Healthcare SaaS Start-up
SAFE Note Financing
Advised on and negotiated SAFE note terms to streamline equity round.
Vertical Software Co.
Series Seed & Direct Listing
Advised on seed round and direct listing strategy, aligning acquisitions with capital financing.
Large Energy Co.
Growth Financing
Advised on non-core IP carve-out and capital financing for expansion.
Communications Co.
Recap Financing
Advised on pay-to-play recap for VC-backed platform, including board materials.
IT Services Co. (Portland)
M&A & Financing Advisory
Advised on merger financing, including financial modeling, materials preparation, and buyer outreach.
Salesforce Integrator
Acquisition Due Diligence
Advised on acquisition due diligence, including comprehensive diligence review.
Yacht Cleaning Co. (Miami)
Acquisition Review
Advised on purchase agreement terms and negotiations for regional acquisition.
Aircraft Interiors Co.
Acquisition Review
Advised on acquisition of specialized manufacturing business, including purchase agreement review.
eCommerce Platform
Sell-Side Advisory
Advised on competitive sell-side process for high-growth direct-to-consumer platform.
SaaS Provider
Growth Equity Advisory
Advised on growth equity financing to fund product expansion and market entry.
Healthcare Company
Acquisition Advisory
Advised on strategic acquisition to consolidate regional healthcare operations.
B2B SaaS Platform
Sell-Side Advisory
Advised on sell-side process for B2B SaaS platform, managing outreach to strategic and financial buyers.
Beauty eCommerce Brand
Sell-Side Advisory
Advised on sell-side process for direct-to-consumer beauty brand, running targeted buyer outreach.
Pet Products eCommerce Brand
Sell-Side Advisory
Advised on sale of established pet products brand with DTC and wholesale distribution.
Children's Products eCommerce Brand
Sell-Side Advisory
Advised on competitive sell-side process for children's products brand across buyer categories.
Outdoor & Apparel eCommerce Brand
Sell-Side Advisory
Advised on sale of outdoor and apparel brand, positioning for strategic acquirers.
Entertainment Mobile Application
Sell-Side Advisory
Advised on sell-side process for mobile entertainment application with growing user base.
Health & Wellness eCommerce Brand
Sell-Side Advisory
Advised on sale of health and wellness brand, managing buyer diligence and negotiations.
Digital Media Company
Sell-Side Advisory
Advised on sell-side process for digital media company with diversified revenue streams.
Home & Lifestyle eCommerce Brand
Sell-Side Advisory
Advised on sale of home and lifestyle brand, coordinating buyer outreach and term negotiations.
InsurTech SaaS & Services Platform
Sell-Side Advisory
Advised on sell-side process for InsurTech platform combining SaaS and managed services.
Jewelry & Accessories eCommerce Brand
Sell-Side Advisory
Advised on sale of jewelry and accessories brand through structured buyer process.
Fashion eCommerce Brand
Sell-Side Advisory
Advised on sell-side process for fashion brand with established DTC and retail presence.
Fragrance eCommerce Brand
Sell-Side Advisory
Advised on sell-side process for fragrance brand with growing DTC and wholesale channels.
Automotive Accessories eCommerce Brand
Sell-Side Advisory
Advised on sell-side process for automotive accessories brand, managing buyer outreach and negotiations.
Baby Clothing eCommerce Brand
Sell-Side Advisory
Advised on sale of baby clothing brand, coordinating buyer diligence and term negotiations.
