Deal History

Financial advisor to VFG Advisory LLC (Vision) in strategic investment by Exonas Capital with debt and equity financing support from Avante Capital and Brightwood Capital. VFG is an accounting and business services firm.

Special situations advisory on E. Gluck Corporation transaction in consumer sector.

Exclusive financial advisor to EveryDay Labs in sale to Newsela. EveryDay Labs is a K-12 education technology company using behavioral science and family engagement to reduce chronic absenteeism.

Advised portfolio company of Owl Ventures and Rethink Education on sale to BetterLesson, a leading education technology company.

Financial advisor to SoapBox Labs in acquisition by Curriculum Associates. SoapBox is a Dublin-based leader in voice AI for education technology.

Represented ReUp Education in equity investment from Avathon Capital. ReUp is a market leader in re-enrolling adult learners who stopped out of college.