100+ total transactions representing $6B+ in aggregate value — 8 tracked below spanning 2012–2023 · 7 industries
Financial advisor and merchant banking investor with Permira Advisors on the sale of BFY Brands to PepsiCo. BFY Brands is a global better-for-you snack company known for PopCorners popped corn snacks with strong presence in 40+ countries worldwide.
Financial advisor on $160M acquisition of Eastman Office Products by private equity buyer. Historical transaction demonstrating firm's ability to execute large-scale manufacturing and distribution sales.
Exclusive financial advisor on the sale of Consolidated Elevator to American Elevator. Consolidated Elevator is premier elevator service provider serving New York City's five boroughs for 50+ years. Services include elevator maintenance, repair, new installations, parts, technology upgrades, and warranty/service contracts primarily to commercial buildings.
Financial and debt advisor and sole placement agent on comprehensive recapitalization and equity restructuring of Sportime, largest New York-area operator of 14 tennis-centric sports and fitness facilities. Facilities include 190+ indoor/outdoor tennis courts, fitness centers. Home of world-renowned John McEnroe Tennis Academy.
Exclusive financial advisor and sell-side advisor on the investment by Columbia River Partners (lower-middle-market PE firm) in TiniFiber, a leading manufacturer of proprietary micro-armor fiber optic cable technology. Also acted as debt placement agent and co-invested alongside financial sponsors.
Exclusive financial advisor on growth investment by healthcare-focused PE firm Amulet Capital Partners in minds + assembly, a leading full-service design-centric healthcare commercialization platform serving pharma, biotech, and digital health companies across rare diseases, oncology, CNS, dermatology, and mental health.
Exclusive financial advisor to Windsor Mold Group Technologies (WMGT) on $165M+ acquisition by ABC Technologies Inc. WMGT is tier-1 auto parts manufacturer founded 1972 with 10 manufacturing facilities across North America specializing in injection-molded interior/exterior automotive parts, complex tooling, and lighting molds for global OEM customers.