28+ total transactions representing $7B in aggregate value — 7 tracked below spanning 2020–2025 · 5 industries
Investment banking advisor on strategic investment for a globally recognized automotive detailing products brand specializing in compounds, polishes, ceramic coatings, cleaning supplies, and accessories.
Exclusive financial advisor on strategic investment from Lightview Capital in Florida's largest and most reputable commercial swimming pool service and construction business, combining three affiliated companies.
Exclusive investment banking advisor to leading 'fast and fine' rotisserie chicken restaurant chain in Florida on growth capital investment for brand expansion and QSR concept acceleration.
Investment banking advisor on strategic investment from a PE firm for a leading provider of water treatment solutions to institutional and commercial swimming pools, spas, water parks, and industrial process water clients.
Placement agent for $58.88 million private placement (PIPE) led by Winklevoss Capital for a Nasdaq-listed biotechnology company focused on targeted and immuno-oncology therapeutics seeking digital asset treasury strategy.
Exclusive investment banking advisor on the sale of a 100-year family-owned specialty tin can packaging company to a leader in decorated metal lithography for metal packaging products.