Deal History

50+ total transactions representing $3B+ in aggregate value — 9 tracked below spanning 2023–2026 · 3 industries

50+
Total Transactions
3
Industries
2023–2026
Years Active
Aerospace & Defense4
Kratos Defense & Security Solutions $1.2B Follow-on Offering2026
Strategic acquirer: Public Investors

Co-manager on underwritten follow-on offering of $1,200,000,000 of common stock at $84.00 per share. Priced February 26, 2026.

$1B+Sell SideSell Side Advisor
Kratos Defense & Security Solutions $575M Follow-on Offering2025
Strategic acquirer: Public Investors

Co-manager on underwritten follow-on offering of $575,000,000 of common stock at $38.50 per share. Priced June 25, 2025.

$500M-$1BSell SideSell Side Advisor
Kratos Defense & Security Solutions $345M Follow-on Offering2024
Strategic acquirer: Public Investors

Co-manager on underwritten follow-on offering of 16,666,667 shares of common stock at $18.00 per share. Priced February 22, 2024.

$100M-$500MSell SideSell Side Advisor
V2X Secondary Offering2024
Strategic acquirer: Public Investors

Co-manager on underwritten public offering by selling stockholder at $48.00 per share. V2X not selling shares; no proceeds to company.

$50M-$100MSell SideSell Side Advisor
Business Services2
The GEO Group $1.275B Senior Notes Offering2024
Strategic acquirer: Institutional Investors

Co-manager on $1.275 billion Senior Notes Offering including $650 million of 8.625% Senior Subordinated Secured Notes due 2029 and $625 million of 10.250% Senior Subordinated Unsecured Notes due 2031.

$1B+RecapitalizationSell Side Advisor
The GEO Group $300M ATM Offering2023
Strategic acquirer: Public Investors

Sales agent on at-the-market offering program of up to $300 million aggregate offering price. Announced December 28, 2023.

$100M-$500MRecapitalizationSell Side Advisor
Healthcare Products3
Ocugen $20M Direct Offering2025
Strategic acquirer: Institutional Investors

Sole placement agent on direct offering of $20,000,000 of common stock at $1.00 per share. Priced August 8, 2025.

$10M-$50MRecapitalizationSell Side Advisor
Eledon Pharmaceuticals $54M Private Placement2024
Strategic acquirer: Institutional and Accredited Healthcare Investors

Co-placement agent for securities purchase agreement with institutional and accredited healthcare investors for PIPE financing generating approximately $50 million gross proceeds.

$50M-$100MRecapitalizationCo Advisor
Eledon Pharmaceuticals $180M Private Placement2023
Strategic acquirer: Institutional Investors

Co-placement agent on private placement of common stock and pre-funded warrants expected to generate approximately $185 million gross proceeds.

$100M-$500MRecapitalizationCo Advisor