11 completed transactions spanning 2020–2025 · 5 industries
Exclusive sell-side advisor on the sale of P3 Technologies, a Jupiter-based custom turbomachinery engineering business specializing in high-speed rotors and cryogenic pumps, to Graham Corporation.
Facilitated sale of substantially all assets of PLANTA plant-based restaurant chain through Chapter 11 Section 363 process, preserving eight locations across North America.
Exclusive sell-side advisor on the sale of Sunbelt Medical Financial, a Fort Lauderdale-based provider of outsourced receivables management for international healthcare claims, to Unified Health Services.
Acting as financial advisor to Cyclo Therapeutics in definitive merger agreement with Rafael Holdings to focus on developing Trappsol Cyclo for Niemann-Pick Disease Type C1.
Successfully advised Central Research Associates, a Birmingham-based multispecialty clinical research site and leading national enroller in vaccine studies, in its sale to Flourish Research.
Financial advisor to seller in the acquisition of Multi-Specialty Research Associates, a Lake City Florida clinical research site, by M3-Wake Research, expanding Wake Research's network to eight states.
Exclusive investment banker to the seller facilitating the sale of Westchester General Hospital, a 78,000 square foot hospital with 570 employees in Miami, to Keralty Health Enterprise.
Exclusive financial advisor to CORD:USE, a leader in cord blood and cord tissue banking operating a family bank in Orlando and public bank at Duke University Medical Center, in its sale to Cryo-Cell. Provided fairness opinion to Board of Directors.
Financial advisor to BrandsMart, a leading appliance and consumer electronics retailer with ten stores in Florida and Georgia, in its $230 million sale to The Aaron's Company.
Successfully facilitated sale of substantially all assets of Bird Global Inc., one of the largest micromobility operators, through Chapter 11 363 sale process for $145 million.
Exclusive sell-side advisor on the sale of Franmar Corporation, a South Florida provider of school bus transportation serving Miami-Dade, Broward and Monroe counties, to Beacon Mobility.