Deal History

Full-service sell-side advisory for business services company exit to strategic roll-up operator.

Advisory support on growth equity capital raise for fintech platform serving niche lending and alternative finance markets.

Advised on majority recapitalization of financial services platform enabling founder partial liquidity while maintaining operational involvement.

Advised on sale of healthcare services platform to PE-backed roll-up operator consolidating specialty healthcare businesses.

Sell-side advisory on IT services provider acquisition by larger technology platform seeking to expand service offerings.

Sell-side advisory on software platform acquisition by strategic technology buyer.