200+ total transactions representing Not publicly disclosed in aggregate value — 6 tracked below spanning 2019–2025 · 3 industries
Financial advisor to ZEFR on the $90 million sale of RightsID and ChannelID assets to Vobile Group, creating the largest end-to-end SaaS platform for online video identification, protection and monetization. Assets produced over $40 million in recurring revenue in 2018.
Financial advisor to BIC Corporation on the acquisition of 100% of Rocketbook, maker of leading cloud-connected smart reusable notebooks. Rocketbook had $32 million in net sales in 2020, up 35% year-over-year.
Served as investment banker during Chapter 11 bankruptcy proceedings and sale process for Le Tote and Lord & Taylor, working with joint venture of Hilco Merchant Resources and Gordon Brothers.
Exclusive financial advisor on the sale of Prismm, a spatial event-design technology provider with 5,500+ venue, hotel, planner and vendor customers, to Cvent, a leading meetings, events and hospitality technology provider.
Exclusive financial advisor on the $98.7 million all-cash acquisition of UserWay, a pioneer in accessibility AI technologies, by Level Access, a leading provider of digital accessibility solutions. Transaction represented a 17% premium over pre-announcement share price.
Financial advisor on a $20 million growth capital raise to scale Allseated's space visualization and collaboration platform for the global hospitality and event industries. Funding included capital from Level Structured Capital and existing investors.