Deal History

Advised global SaaS provider Engagedly on investment from Aquiline Credit Opportunities. Engagedly provides performance management, employee development, and engagement solutions to 400+ mid-market enterprises including Lifetime Fitness, Yamaha, and Coupa. Company is Inc 5000 honoree with record six Brandon Hall awards.

Advised growth investment in Enseo, premier in-room technology solutions provider for hospitality and entertainment venues. Enseo delivers integrated hardware and software platforms for guest experience and venue operations.

Guided acquisition of Hospitality WiFi, global leader in guest WiFi and wireless connectivity serving 2,800+ properties across 5 continents, by World Cinema Inc. Combination creates converged services powerhouse serving 7,000+ properties with 900,000+ rooms under management.

Advised on acquisition of Signal Point Systems, 5G infrastructure and connectivity provider, by Mobilitie. Transaction expands Mobilitie's 5G connectivity offerings to U.S. military bases and commercial infrastructure.

Advised Bel Air Internet on sale to M/C Partners. Transaction expanded broadband and internet connectivity platform in Southern California market, part of AerioConnect platform expansion.

Facilitated majority investment from family office and growth equity firm into award-winning cloud-based point-of-sale platform serving 190+ sports and entertainment venues. MyVenue processes billions in annual transactions at iconic venues including Dodger Stadium, Hard Rock Stadium, Los Angeles Memorial Coliseum (2028 Olympics host), and Hard Rock Stadium.

Advised hospitality SaaS platform Craftable on growth investment from Dallas-based Gauge Capital. Craftable provides back-office automation, inventory tracking, recipe cost management, and analytics to 50,000+ monthly active users in hospitality. Platform reduces pour costs by 3-5% and food costs by 2-3% for customers.

Facilitated acquisition of Kamakura Corporation, risk management and quantitative finance software provider, by enterprise software leader SAS. Kamakura provides transaction-level valuation, simulation, stress testing, and cash flow analysis for financial services firms.