Deal History

50+ total transactions representing $1B+ in aggregate value — 10 tracked below spanning 2013–2022 · 9 industries

50+
Total Transactions
9
Industries
2013–2022
Years Active
Aerospace & Defense1
Collins Aerospace & digEcor Integration (Burrana Formation)2018
Strategic acquirer: digEcor

Arranged senior-unitranche debt financing for integration and merger of Collins Aerospace business unit with digEcor to form Burrana.

$30M-$50MMergerSell Side Advisor
Business Services1
Northern Pacific Group Acquisition of United Language Group (ULG)2015
Acquired by PE: Northern Pacific Group

Arranged acquisition financing for Northern Pacific Group's acquisition of language services provider.

$20M-$35MSell SideSell Side Advisor
Consumer Products1
Transom Capital Group Acquisition of Bravo Sports Corp2015
Acquired by PE: Transom Capital Group

Assisted Transom Capital through capital structure and financing arrangement for Bravo Sports acquisition.

$10M-$20MSell SideSell Side Advisor
Discrete Manufacturing1
Avem Acquisition of Future Tech Metals2019
Acquired by PE: Avem

Arranged debt and equity financing for Avem's acquisition of specialty metals and manufacturing company.

$25M-$40MSell SideSell Side Advisor
Media & Entertainment1
OpenGate Capital Acquisition of PennySaver USA2013
Acquired by PE: OpenGate Capital

Supported OpenGate Capital in acquisition financing with Capital One Business Credit as lender.

$15M-$25MSell SideSell Side Advisor
Professional Services1
Blue Casa Telephone / TNCI Acquisition of Trans National Communications International2013
Acquired by PE: TNCI Operating Company

Served as advisor for Blue Casa Telephone in acquisition transaction, bringing Blue Casa and TNCI together.

$15M-$25MSell SideSell Side Advisor
Real Estate1
Northern Pacific Group Recapitalization of Renters Warehouse2014
Acquired by PE: Northern Pacific Group

Assisted Northern Pacific with recapitalization and financing of Renters Warehouse property management platform.

$20M-$35MRecapitalizationSell Side Advisor
Retail & E-Commerce1
BandMerch & Cinder Block Merger (Largest Independent Merchandising Company)2016
Acquired by PE: Transom Capital Group

Arranged financing for merger of BandMerch and Cinder Block to create largest independent merchandising company in United States.

$25M-$40MMergerSell Side Advisor
Software & SaaS2
Cairngorm/SageHome Acquisition Financing2022
Acquired by PE: Cairngorm Capital

Arranged $30M+ credit facility and later increased acquisition financing to ~$40M for add-on acquisitions within portfolio.

$30M-$40MSell SideSell Side Advisor
Mandalay Digital / Appia Acquisition2019
Acquired by PE: Mandalay Digital

Advised Mandalay Digital on debt financing for acquisition of Appia, leading independent app install platform.

$15M-$25MSell SideSell Side Advisor