205+ total transactions — 11 tracked below spanning 2010–2023 · 2 industries
Advised D+M Holdings on acquisition by Sound United, combining leading audio receiver manufacturer with consumer speaker brands. Strategic consolidation in consumer audio electronics sector with global scale and brand portfolio integration.
Advised Lineup Systems on strategic sale to Chartbeat, combining advertising/subscription revenue management software with content analytics platform and social video measurement intelligence. Created end-to-end media operations software platform serving 1,000+ organizations globally including CNN, New York Times, BBC, Vox Media, ESPN.
Advised Resonate on growth investment from ZMC, providing capital for expansion of marketing intelligence platform serving enterprises.
Served as exclusive financial advisor to AIA on strategic partnership for growth capital investment in ACD contract documents business.
Advised on exclusive sell-side transaction of enterprise integration software platform to SAP, reflecting demand for cloud-based business process management capabilities among Fortune 500 buyers.
Advised as sole financial advisor on exclusive sell-side transaction of liquidation and asset management platform to publicly-traded global auctioneer.
Advised on exclusive sell-side transaction combining telecom software capabilities with buyer's platform.
Advised on exclusive sell-side transaction of enterprise software platform to larger software consolidator.
Advised on sale of application deployment automation software to Fortune 500 software company.