Deal History

Financial advisor to Luna Grill (Carlsbad-based fast casual restaurant operator) on growth equity investment from PWP Growth Equity Fund LP, supporting company expansion and management equity participation.

Advisor to Four Foods Group on the acquisition of Mo'Bettahs restaurant brand as part of portfolio consolidation strategy.

Advisor on Four Foods Group's $35M+ growth fund placement to finance platform expansion and acquisition strategy.

Advised Four Foods Group on the acquisition of majority stake in R&R Barbeque (two-unit operator), supporting platform consolidation strategy in regional restaurant brands.

Financial advisor to Luna Grill on $30M+ growth capital financing to support expansion and growth initiatives for the fast casual restaurant operator.

Exclusive financial advisor to Coast Pet Distributors on acquisition by Animal Supply Company, expanding distribution and logistics capabilities in the pet products sector.

Advisor on landmark $5B+ transaction involving The Carlyle Group, Tiger Group Investments, and multiple partners in the acquisition of over $5 billion of shipping vessels and maritime operations.

Exclusive financial advisor to Four Foods Group on the acquisition of 48 Little Caesars pizza restaurants in Alabama and Louisiana, marking a significant franchise rollup transaction in the restaurant sector.

Advisor on VectorLearning's acquisition of Target Solutions, a provider of web-based training services, expanding platform capabilities in the enterprise training software market.