Deal History

Advised Herringbone Digital, a digital marketing platform backed by Trinity Hunt Partners, on add-on acquisition of a complementary digital marketing agency, expanding service capabilities across dental, legal, home services, and healthcare verticals.

Advised Blitz Innovation on the divestiture of Strictly Briks toy brand to Cap Hill Brands, enabling focus on core e-commerce operations.

Advised WeCool Toys, maker of Compound Kings (global leader in slime and compound products), on a non-dilutive growth capital investment from C6 Capital.

Advised on the acquisition of the iconic Wooly Willy® brand (40+ year old toy/novelty brand) from PlayMonster Group by ArtCreativity, enabling development and global expansion of the legacy toy brand.

Advised LilyAna Naturals, a high-quality, natural, vegan, cruelty-free skincare brand, on its acquisition by Skyline Beauty Group, a strategic beauty platform focused on scaling high-growth personal care brands.

Advised on the acquisition of FlexShopper's lease-to-own financing assets by Snap Finance, a leading fintech platform expanding consumer financing access.

Advised 1847 Holdings (publicly traded OTCID: EFSH/LBRA) on the sale of Wolo Manufacturing Corp., supporting 1847's portfolio optimization strategy. Transaction engaged in January 2025.

Advised Trend Nation, a predictive analytics private label e-commerce company, on its acquisition by Skybox Capital, the family office of Vivid Seats co-founders Jerry Bednyak and Eric Vassilatos.

Advised on the acquisition of Kedudes, a school supplies, arts & crafts, and party supplies brand, by an e-commerce aggregator expanding category coverage.

Advised on the acquisition of AdCreative.ai, an AI-driven creative generation platform, by Appier, expanding Appier's artificial intelligence advertising capabilities.

Advised on the acquisition of BL.INK, a product identification solution, by Loftware, expanding product identification and management capabilities.

Advised on the acquisition of Finale Inventory, a California-based cloud-based inventory management platform for e-commerce sellers, by Descartes Systems Group. Deal valued at approximately $40M upfront with potential $15M performance-based earn-out over 2 years.

Advised Encoretech, a U.S.-based legal sector technology training firm, on its acquisition by Harbor, a leading global legal technology and consulting platform expanding training capabilities.

Advised on the acquisition of Tactics technology platform by Inversal, consolidating complementary technology capabilities.