Deal History

50+ total transactions — 7 tracked below spanning 2021–2025 · 4 industries

50+
Total Transactions
4
Industries
2021–2025
Years Active
Energy & Utilities4
Debt Private Placement with Manulife2025
Acquired by: Manulife Financial Corporation

Advised on successful closing of private debt note issuance to Manulife. Structured financing to provide capital for continued expansion of Longroad's renewable energy portfolio across wind, solar, and battery storage assets.

Buy SideSell Side Advisor
Renewable Energy Procurement Advisory for Universal Corporation2024
Acquired by: Universal Corporation (internal capital allocation)

Strategic and financial advisory services for corporate renewable energy procurement process. Supported Universal Corporation's progress toward climate goals through renewable energy sourcing.

Buy SideSell Side Advisor
M&A Advisory for CEP Solar2024
Acquired by: Perennial Power Holdings

Buy-side general advisory services on solar platform acquisition and strategic transaction.

Sell SideSell Side Advisor
Commercial Solar Financing Commitment2021
Acquired by: Financing Partner

Advised Secure Futures in obtaining $25 million financing commitment to fund commercial solar power projects in the Southeast region.

Buy SideSell Side Advisor
Environmental Services1
Equity Commitment from Modern Energy2023
Acquired by PE: Modern Energy

Advised NovoHydrogen on securing $20 million equity commitment from Modern Energy for hydrogen technology development and commercialization.

Sell SideSell Side Advisor
Hardware & Electronics1
Sale of Li-ion Tamer to Honeywell2025
Strategic acquirer: Honeywell

Exclusive financial advisor on the sale of Li-ion Tamer off-gas monitoring technology for lithium-ion batteries to Honeywell. Strategic transaction enabling Nexceris to focus on advanced materials while Li-ion Tamer becomes part of Honeywell's Building Automation fire safety portfolio.

Sell SideSell Side Advisor
Process Manufacturing1
Solar and Storage Solutions Advisory for Nucor2025
Acquired by: Nucor (internal capital allocation)

Financial advisor on contracting and structuring of solar and battery storage solutions at Nucor's Kingman, Arizona facility. Supported corporate energy transition and renewables integration for Fortune 500 industrial manufacturer.

Buy SideSell Side Advisor