10 completed transactions spanning 2018–2026 · 6 industries
Financial advisor and investment banker to German aerospace & defense manufacturer of laser communications systems. Orchestrated restructuring of $105.5M secured note and arranged €50M new funding.
Exclusive investment bank and advisor to GC Companies on acquisition of AVANTech, an engineering and fabrication firm specializing in complex water and wastewater treatment solutions.
Co-advisor to Valiant Integrated Services on acquisition of Cubic Global Defense Services. Significant aerospace & defense transaction.
Exclusive financial advisor to Cambridge Capital and STAT on acquisition of The Moresby Group, specialist in long-tail procurement optimization for Fortune 1000 enterprises.
Exclusive financial advisor to Hattenbach on sale to Climate Pros. Cleveland-based commercial refrigeration and HVAC services firm, family-owned since 1944.
Exclusive financial advisor on recapitalization and capital structure refinancing while supporting transition from family-led to independently led business.
Exclusive financial advisor to Cedar Electronics on capital structure refinancing. Structured senior secured financing including revolving facility and first-lien term loan.
Exclusive financial advisor on acquisition by Weinberg Capital Group of this precision heat-treating company serving aerospace/defense, industrials, and automotive end markets.
Financial advisor on acquisition of this century-old custom wire and cable manufacturer serving aviation, military, industrial, and medical end markets.
Exclusive financial advisor to Cambridge Capital's STAT Recovery on refinancing and upsizing capital structure. Delivered multiple compelling lender offers through competitive marketing process.