Deal History

Advised on acquisition of aerospace and defense technology company by growth-focused private equity partner.

Advised logistics intelligence platform XSB on acquisition by supply chain and third-party risk AI company. Platform's 100M+ parts database and AI analytics integrated into buyer's offerings.

Advised education technology and digital health platform on acquisition by growth capital partner.

Advised on acquisition of international content production and distribution platform by strategic media partner.

Exclusive financial advisor to Media Execution Partner (MEP) Pathlabs on acquisition by global programmatic advertising partner. Company retained brand identity and operates as independent unit.

Advised on sale of CloudLibrary digital platform business to library systems technology provider.

Advised on acquisition of Pinkbike cycling media and community platform as part of digital media portfolio expansion.

Advised on sale of retail technology company to Accel-KKR portfolio company StoreForce.

Advised on acquisition financing structure for CCRA's acquisition of ABC Global Services. Strategic recapitalization with growth capital providers.

Exclusive sell-side advisor on strategic acquisition of identity resolution and data enrichment platform. Transaction combines TrueData's U.S. identity graph with ID5's GDPR-compliant global identity platform in digital advertising ecosystem.

Orchestrated comprehensive sale process for founder-led fleet management SaaS platform automating millions of fleet transactions annually. Attracted multiple qualified buyers with disciplined process management.

Advised on sale of digital marketing SaaS platform to web services provider.