Brock Capital Group/Deal History

Deal History

100+ total transactions representing $10B+ in aggregate value — 6 tracked below spanning 2013–2019 · 5 industries

100+
Total Transactions
5
Industries
2013–2019
Years Active
Energy & Utilities1
Renewable Energy Pumped Storage Facility Development2017
Acquired by: Energy infrastructure investor

Advised on development of one of California's largest alternative energy pumped storage facilities storing energy from wind, solar, nuclear, and fossil fuels. Navigated regulatory hurdles and assisted in organizational, structural, and managerial issues. Firm members invested in the project and arranged working capital financing.

RecapitalizationBuy Side Advisor
Discrete Manufacturing1
Air Purification Systems M&A Advisory2016
Strategic acquirer: Strategic/Financial buyer (not disclosed)

Providing financial advice to a manufacturer of air purification systems in connection with possible M&A transactions.

Sell SideSell Side Advisor
Real Estate2
Florida Hotel Capital Raise and Repositioning2019
Acquired by: Capital provider

Engaged to raise approximately $40 million of senior and mezzanine debt toward purchase and re-positioning of hotel portion of property in Miami, Florida.

$40MRecapitalizationCo Advisor
Qatar High-Rise Residential Disposition2018
Acquired by: International investor

Engaged by investor to assist in sale or disposition of luxury high-rise residential building in Qatar through Brock Real Estate and Brock Securities.

$125MSell SideSell Side Advisor
Software & SaaS1
Scientific Games Acquisition and Integration of WMS Industries2013
Strategic acquirer: Scientific Games

Advised Scientific Games on acquisition and integration of WMS Industries achieving $100 million in synergies through operational efficiencies, gaming content innovation, and leveraging interactive gaming and social media platforms.

$1.5B+Buy SideBuy Side Advisor
Transportation & Fleet1
Shipping Company Fleet Acquisition and Capital Raise2015
Acquired by: Private shipping company

Advised 42-year-old privately held shipping company on general strategy and fleet acquisition of handymax dry bulk vessels. Structured and raised equity capital from major PE firms totaling up to $250 million for vessel acquisitions.

$250MBuy SideBuy Side Advisor