Deal History

20+ total transactions representing $2B+ in aggregate value — 10 tracked below spanning 2022–2025 · 7 industries

20+
Total Transactions
7
Industries
2022–2025
Years Active
Consumer Products1
My/Mo Frozen Foods Capital Raise2024
Acquired by: Capital Partners

Financial advisory on capital raise for leading frozen food products brand and manufacturer sold through mass, club, and grocery distribution channels in the United States.

OtherCo Advisor
Environmental Services3
Airex Energy Series D Financing2024
Strategic acquirer: SUEZ

Exclusive financial advisor on Series D convertible preferred equity financing. Anchor investor SUEZ (France-based circular economy leader) with concurrent strategic partnership formed. Brought in Canadian financial investors: Cycle Capital, Fonds de Solidarité FTQ, Investissement Québec.

OtherCo Advisor
Lithion Recycling Equity Financing2023
Acquired by: Quebec Government & Others

Exclusive financial advisor on oversubscribed C$23M equity raise for lithium-ion battery recycling company. Secured Quebec government participation alongside strategic and financial investors for commercial plant and technology development center.

C$23MOtherCo Advisor
Enerkem Convertible Note Financing2022
Acquired by: BlackRock & Avenue Capital Group

Exclusive financial advisor on structured convertible note offerings for advanced biofuels and renewable chemicals company. Secured C$40M from BlackRock and Avenue Capital Group, with follow-on C$10M from Aegon for waste-to-biofuels facility.

C$40M+OtherCo Advisor
Financial Services2
Global Screening Services Series A2 Equity Raise2024
Acquired by: Commonwealth Bank of Australia

Advised London-based RegTech company on Series A2 equity round raising $47M. Enabled Commonwealth Bank of Australia participation for sanctions screening and compliance platform used by global financial institutions.

$47MOtherCo Advisor
Covered Insurance Solutions Debt Financing2024
Acquired by: Crestline Investors

Exclusive financial advisor to Covered (RedBird Capital portfolio company) on $50M credit facility from Crestline Investors. Embedded insurance marketplace solution supporting rapid commercial expansion with blue-chip partners.

$50MOtherCo Advisor
Hardware & Electronics1
Aledia Equity Financing2024
Acquired by: European Investment Bank & Sofinnova Investments

Exclusive financial advisor on €20M structured equity financing for microLED technology company focused on next-generation displays for smartphones, TVs, AR glasses, and tablets.

€20MOtherCo Advisor
Retail & E-Commerce1
Associated Supermarket Group Management Buyout2024
Acquired by PE: Freedom 3

Exclusive financial advisor to management team on $150M management buyout from AUA Private Equity Partners. Coordinated complex transaction across multiple debt and equity providers, bringing in Freedom 3 and large strategic partners.

$150MMergerSell Side Advisor
Software & SaaS1
Silicon Mobility Acquisition by Intel2024
Strategic acquirer: Intel Corporation

Exclusive financial advisor to Silicon Mobility, developer of advanced EV energy management software and semiconductor solutions. Ancoris secured debt financing from BPI France to support growth. Company subsequently acquired by Intel in January 2024 for AI-enhanced software-defined vehicle semiconductors.

$100M+MergerSell Side Advisor
Transportation & Fleet1
CargoBeamer Growth Capital Financing2025
Acquired by: Orion Infrastructure Capital & Others

Arranged €205M+ in growth capital over 12 months for intermodal logistics platform. Recent €65M tranche from Orion Infrastructure Capital (Feb 2025) supporting terminal construction across Europe for modal shift from road-to-rail freight.

€205M+OtherCo Advisor