Bardi Co./Deal History

Deal History

100+ total transactions representing $800M+ in aggregate value — 7 tracked below spanning 2014–2015 · 5 industries

100+
Total Transactions
5
Industries
2014–2015
Years Active
Business Services1
Enterprise SEO Company - Acquisition Strategy Design
Strategic acquirer: Strategic acquirers

Exclusive financial advisor to top enterprise SEO company to design and implement acquisition strategy in social media management vertical.

Buy SideBuy Side Advisor
Energy & Utilities1
Intrepid Energy & Co. - $250 Million Fund2014
Acquired by: U.S. institutional investors

Exclusive financial advisor for $250 million leveraged fund. Fund made one of largest oil discoveries in 20 years in UK North Sea (Buzzard Field). Investors included Stanford, Yale, Dartmouth, Notre Dame endowments.

OtherSell Side Advisor
Healthcare Products1
Medical Device Company - Capital Raise
Strategic acquirer: Institutional capital providers

Exclusive financial advisor to leading medical device and medical technology company to pursue capital raise transaction.

OtherSell Side Advisor
Discrete Manufacturing1
Specific Mechanical Systems (SMS) - Acquisition Financing
Strategic acquirer: Strategic acquirer

Exclusive financial advisor on acquisition financing for industrial equipment company. Focus on Oil & Gas and LNG segments with joint ventures supporting $40 billion British Columbia project.

Buy SideBuy Side Advisor
Media & Entertainment3
International Film Production Consortium - $100M Film Slate
Strategic acquirer: International consortium

Exclusive financial advisor for $100 million film slate financing and production of ten feature films over ten years.

OtherSell Side Advisor
AMBI Group - $200 Million Film Fund2015
Acquired by: Multiple endowments and investors

Exclusive financial advisor for $200 million film fund. Investors include Stanford, Yale, Dartmouth, Notre Dame, Michigan endowments, and Raven Capital Management.

OtherSell Side Advisor
AMBI Group - Exclusive Media Group Film Library Acquisition2015
Acquired by PE: AMBI Group

Exclusive financial advisor to AMBI Group for acquisition of 400-film library including Donnie Darko, Cruel Intentions, Memento. Executed in partnership with Raven Capital Management.

Sell SideSell Side Advisor