Deal History

Advised Maverick Document Signings (Mavsign), technology leader in remote document closing and fraud detection services for motor vehicle dealerships, on its sale to 1876 Partners Fund I.

Advised Crystal Fusion Technologies, a renowned innovator in automotive glass protection solutions, on its sale to APCO Holdings, a leading provider of automotive F&I products.

Advised on the sale of Xzilon, the industry benchmark for high-performance vehicle protection products, to Reynolds & Reynolds.

Advised on the sale of American Guardian Warranty Services, a premier provider of vehicle service contracts and F&I products, to Reynolds & Reynolds.

Advised on the sale of CalTex Protective Coatings, the largest manufacturer of automotive appearance protection products in the U.S., to Spectrum Automotive Holdings.

Advised Milestone Marketing Solutions, a lead generation data analytics company, on its sale to Spectrum Automotive.

Advised Smart AutoCare, a rapidly growing vehicle warranty solutions provider, on its sale to Tiptree Insurance.

Advised Direct Media Partners, a digital lead generation company providing unique leads in financial services, on its sale to Protect My Car (Crestview Partners portfolio company).

Advised on the sale of Automotive Development Group (ADG), a marketer and administrator of aftermarket products for auto dealers, to APCO Holdings.

Advised on the sale of Preferred Warranties, a vehicle service contract company marketing through 2,200 independent dealer locations, to KAR Auction Services.

Exclusive financial advisor on the sale of MyHome Protection, a direct-to-consumer marketer of home warranty contracts, to a group of private investors.

Advised Streamline Recon, a Texas-based automotive reconditioning company focused on the franchise dealership market, on its sale to SolutionWorks.

Advised Sky Auto Protection, a leading direct-to-consumer marketer of vehicle service contracts, on its sale to Fortegra.

Advised on the sale of Protect My Car, one of the nation's leading providers of extended warranty products for vehicles, to funds managed by Crestview Partners.

Advised APC Integrated Services Group, the pioneer in consumer marketing of vehicle service contracts on behalf of automotive dealers, on a growth equity investment by Southfield Capital.

Advised AutoAssure, a direct-to-consumer marketer of Vehicle Service Contracts, on its sale to Endurance to expand DTC penetration.

Advised Frontenac Company on the sale of Portfolio Group, a leading independent provider of finance and insurance products to automotive dealers, to Capital Z Partners.

Advised Vanguard Dealer Services, a premier agent and administrator of F&I products to franchised automobile dealers, on a partnership investment with Southfield Capital.

Advised Endurance, a leading direct-to-consumer marketer and administrator of vehicle service contracts, on its sale to affiliates of TRP Capital Partners.

Advised Pathward Financial (Nasdaq: CASH) on the sale of its commercial insurance premium finance business to AFS IBEX Financial Services, a subsidiary of Honor Capital Holdings.

Advised Stonemark, a privately held premium finance organization with 4,000+ agency clients, on its sale to Imperial PFS, the leading provider of premium finance solutions in North America.

Advised Valley National Bank on the sale of Agile Premium Finance to First Financial Bank, expanding First Financial's specialty commercial banking services.

Advised Security Premium Finance, a privately held premium finance company founded in 1995, on its acquisition by National Partners PFco, a wholly-owned subsidiary of WebBank.

Advised HouseMax Funding on the sale of a minority equity stake to Hunt Companies to help expand market position.

Advised Capital Premium Financing on the sale of a minority equity stake to Copley Equity Partners.

Advised OpenRoad Lending, a direct-to-consumer auto finance company, on a strategic investment by Clarion Capital Partners.

Advised on the sale of North Star Leasing, a specialized lease solutions provider for vendors and commercial customers, to Peoples Bank.

Advised Triumph Bancorp on the sale of Triumph Premium Finance operations and assets to Peoples Bank.

Advised Technology Finance Corporation, a fast-growing technology leasing company funding $125M+ in IT infrastructure transactions annually, on its sale to Kingsbridge Holdings.

Advised Capital Premium Financing on completion of a strategic refinancing with Ameris Bank.

Advised on the sale of Chicago Deferred Exchange Company (CDEC), a premier provider of Qualified Intermediary services for tax-deferred like-kind exchanges under IRC Section 1031, to Wintrust Financial.

Advised MLF Financial Group on the sale of National Partners PFco, a national premium finance company, to WebBank.

Advised Stonemark, a premium financing company with $125M+ in annual loan volume, on its merger with H.W. Kaufman Group's Royal Premium subsidiary.

Advised North Star Leasing, a provider of equipment financing solutions across automotive, healthcare, pet-supply, and restaurant industries, on a majority investment by Copley Equity Partners.

Advised SunTrust Banks on the sale of its commercial lines insurance premium finance subsidiary, Premium Assignment Corporation (PAC), to IPFS Corporation.

Advised Independent Bank Corporation on the sale of its payment plan processing business, Mepco Finance Corporation, to Seabury Asset Management.

Advised on a joint venture where Ameris Bank became the exclusive provider of credit on US Premium Finance's nationwide platform. USPF is the nation's sixth largest provider of credit on property and casualty premiums.

Advised Serent Capital on the sale of its portfolio company Tricolor Auto Group to Ganas Group.

Advised Town and Country Financial Corporation on the acquisition of Premier Bank of Jacksonville.

Advised AFS/IBEX Financial Services, one of the top ten insurance premium finance companies in the U.S., on the sale of substantially all of its loan portfolio to MetaBank.

Advised Omnisure Group, a leading provider of payment plans for retail vehicle service contracts, on its sale to affiliates of Fortress Investment Group.

Advised on the sale of Preferred Automobile Credit Co. (PACCO), a specialty finance company acquiring subprime auto finance contracts, to AFS Acceptance.