Primary Capital/Deal History

Deal History

100+ total transactions representing $2B+ in aggregate value — 10 tracked below spanning 2013–2025 · 5 industries

100+
Total Transactions
5
Industries
2013–2025
Years Active
Financial Services2
Oak Woods Acquisition Corp De-SPAC Transaction2024
Strategic acquirer: Huajin

Fairness opinion provided to SPAC board for de-SPAC transaction with Huajin.

MergerSell Side Advisor
Blue World Acquisition Corporation De-SPAC2023
Strategic acquirer: Target Company

Fairness opinion provided to SPAC board for business combination transaction.

MergerSell Side Advisor
Healthcare Products2
PDS Biotechnology Corporation Equity Financing2025
Acquired by: Public Market / Growth Equity

Equity financing advisory for NASDAQ-listed biotechnology company.

$20M-$25MSell SideSell Side Advisor
Celsion Corp Equity Financing2021
Acquired by: Growth Equity

Equity financing for pharmaceutical company.

$10MSell SideSell Side Advisor
Process Manufacturing1
Jiangxi Kaiyuan Anfuham Placement2013
Strategic acquirer: US Investors

Sole placement agent and financial advisor for Chinese manufacturer seeking US capital ($16.3M).

$15M-$20MSell SideSell Side Advisor
Real Estate3
Birch Tradepoint Fund I Syndication2024
Acquired by: Institutional Investors

Advisory services on $125M real estate investment fund syndication.

$125MSell SideSell Side Advisor
EB5 United Okeechobee LLC Syndication2023
Acquired by: EB-5 Investors

Syndicate member on $100M+ EB-5 investment fund for job-creating real estate project.

$100MSell SideSell Side Advisor
Wall Street Tower Manhattan Syndication2017
Acquired by: Institutional Real Estate Investors

Sole placement agent for $100M Manhattan office tower real estate syndication.

$100MSell SideSell Side Advisor
Software & SaaS2
The Glimpse Group Inc M&A Advisory2022
Strategic acquirer: Strategic Buyer

M&A advisory for NASDAQ-listed VR/AR company (NASDAQ: VRAR).

MergerSell Side Advisor
Net Element Inc M&A Advisory2013
Strategic acquirer: Strategic Acquirer

Sole M&A buy-side advisor and financial advisor for NASDAQ-listed technology company (NASDAQ: NETE, $25M financing).

$25MMergerSell Side Advisor