Deal History

General advisor on conventional debt facility for healthcare/customer service company with IDB Bank.

Full capital restructuring advisory for $275M revenue global 3PL supply chain company including new senior debt facility negotiation, minority equity investor structuring, and ultimate sale to major public strategic buyer.

General advisor on transaction for logistics company.

General advisor on sale of Skip Barber Racing School to DeMonte Motorsports.

Strategic advisor to $1 billion asset public community bank executive committee on Tier 1 capital enhancement and institutional capital provider negotiations.

Arranged $50M ABL (asset-based lending) credit facility for private equity platform SouthStar Capital.

Advisor on acquisition of MidCap Business Credit by Cantaro Capital private equity firm.

Underwriter for Valeo Pharma pharmaceutical company offering.

Notable M&A transaction advisory for manufacturing company acquisition.

Exclusive financial advisory to recycled plastic-fiber wood manufacturer on new senior debt facility and capital partner addition for growth.

Advisor on multiple engagements for consumer products/retail company (2013, 2015).

Advisor on sale of email archiving and data management technology company to Atempo.