Deal History

Non-control equity capital and debt structure from family office for operational growth and strategic initiatives.

Recapitalization combining debt and non-control equity for staffing platform providing shareholder liquidity and growth capital.

Advised on merger and balance sheet optimization for energy services platform combining debt restructuring and strategic transaction.

Multi-layer debt and equity financing for medical device company requiring growth capital.

Advised on recapitalization combining senior debt, mezzanine capital, and non-control equity for behavioral health platform requiring growth capital and operational restructuring.

Debt and equity capital structure for MSP platform supporting organic growth and tuck-in acquisitions.

Mezzanine capital and equity structure for precision manufacturing company pursuing add-on acquisitions.

Structured recapitalization combining debt and minority equity investment for growth capital and shareholder liquidity in enterprise SaaS platform.