Deal History

Exclusive financial advisor to Botanical Interests, Broomfield CO-based vegetable, herb and flower seed packet company with 650+ varieties and 4,500+ store distribution.

Financial advisor on the sale of Beat the GMAT, the leading online GMAT preparation community, to Hobsons, an education services company.

Financial advisor on the sale of Everplans, the leading digital life-planning platform with 30M+ users, to Precoa, the nation's leading preneed insurance sales and marketing company.

Advisory services to Mike Barsch, founder of Soda Jerk Presents, on transaction with Live Nation Entertainment. Soda Jerk was Colorado's largest independent music producer.

Exclusive financial advisor to CEO Anne Salemo and Charter Software in their acquisition by Constellation Software. Charter provides cloud and installed business management software for equipment dealers.

Exclusive financial advisor to HOMER Energy, provider of leading software platform for microgrid and distributed generation power system design and optimization.

Exclusive financial advisor to SugarWOD, the leading community platform for high intensity interval training serving 620,000 athletes in 2,500 gyms globally. Daxko is a portfolio company of GI Partners.

Exclusive financial advisor to Second Phase, provider of SaaS eCommerce and Product Information Management (PIM) solutions to wholesale distributors and manufacturers.

Financial advisor on the sale of Fidelity Comtech to Trimble (NASDAQ: TRMB), a public company specializing in positioning and navigation technology.

Represented Working Equity on Series A equity investment from Kleiner Perkins. Positioned company and completed process in approximately 90 days.