50+ total transactions representing $500M+ in aggregate value — 10 tracked below spanning 2013–2025 · 5 industries
Bridge loan financing for U.S. machine manufacturing corporation supporting operations and growth.
Mezzanine financing secured against IP assets for medical technology credentialing company to recapitalize and fund growth.
Advised specialty finance platform on refinancing and upsizing of senior warehouse line of credit facility from $100M to $150M.
Capital advisory for merchant cash advance platform securing $100M additional capital through senior warehouse facility for growth.
M&A advisory and financing coordination for hospital acquisition with $8.6M+ deal size and concurrent financing arrangement.
M&A advisory on major acquisition of a 200-bed acute hospital with concurrent $54M+ senior financing arrangement for acquisition and working capital.
M&A advisory on acquisition of 2 skilled nursing facilities with coordinated $17.9M+ financing including term loan and revolving line of credit.
Acquisition advisory for behavioral health and residential treatment center operator with growth expansion strategy and coordinated financing.
Recapitalization of skilled nursing facility operations and real estate with $27M+ senior term loan and revolving facility.
Arranged mezzanine financing secured against IP assets for semiconductor manufacturer for balance sheet recapitalization and working capital.