Deal History

200+ total transactions representing $15B+ in aggregate value — 8 tracked below spanning 2000–2025 · 5 industries

200+
Total Transactions
5
Industries
2000–2025
Years Active
Consumer Products3
Leafly Holdings Strategic Review2024
Acquired by: Strategic Advisors

Co-advisor on financing and strategic alternatives review.

MergerCo Advisor
SLANG Worldwide Strategic Alternatives Review2023
Acquired by: Strategic Review Partners

Retained to assist cannabis CPG company in comprehensive review of strategic alternatives.

MergerSell Side Advisor
Urbn Leaf Merger with Harborside and Loudpack2021
Strategic acquirer: Harborside Inc.

Financial advisor to Urbn Leaf on 3-way merger to form StateHouse Holdings.

MergerSell Side Advisor
Consumer Services1
Panda Restaurant Group Equity Investment2010
Acquired by: Supplier

Financial advisor on equity investment in one of company's suppliers.

Sell SideSell Side Advisor
Financial Services1
C1 Fund Initial Public Offering2025
Strategic acquirer: NYSE

Financial advisor on $60 million IPO. Digital assets investment fund.

$60MSell SideSell Side Advisor
Media & Entertainment1
MultiCultural Radio Broadcasting Acquisition2003
Strategic acquirer: Strategic Buyers

M&A advisor on acquisition of Radio Unica Communications assets.

$150MSell SideSell Side Advisor
Software & SaaS2
Minority Equality Opportunities Acquisition / Digerati Technologies Merger2023
Strategic acquirer: Minority Equality Opportunities Acquisition Inc.

Financial advisor to MEOA on its merger with Digerati Technologies. Transaction resulted in NASDAQ listing.

$145MMergerSell Side Advisor
EarthLink Joint Venture with SK Telecom2000
Strategic acquirer: SK Telecom

Advisor in structuring and negotiating joint venture with South Korea's largest wireless operator.

$440MSell SideSell Side Advisor