Deal History

Engaged by GEE Group to assist in reviewing unsolicited expressions of interest and evaluating strategic alternatives. Transaction advisory engagement March 2026.

Advised Texas Mineral Resources Corp. (OTCQB:TMRC) on merger with USA Rare Earth (Nasdaq:USAR). Transaction announced March 2026.

Advised Standex International on exclusive sale of Federal Industries (display merchandising business) to AeriTek Global. Transaction announced March 2026.

Served as financial advisor to A-Mark Precious Metals on strategic transactions and M&A opportunities. Comprehensive advisory on capital markets and M&A strategic alternatives.

Engaged by Nuvve (Nasdaq: NVVE), global leader in vehicle-to-grid (V2G) technology, to provide M&A and investment banking advisory services for potential acquisitions and strategic partnerships.

Served as transaction advisor to Zeta Global on the acquisition of LiveIntent, a people-based marketing pioneer with proprietary technology and extensive publisher network.