Deal History

100+ total transactions representing $500B+ in aggregate value — 7 tracked below spanning 2006–2025 · 6 industries

100+
Total Transactions
6
Industries
2006–2025
Years Active
Business Services2
Penn National Gaming Leveraged Buyout2008
Acquired by PE: Fortress Group

Buy-side advisor and debt provider to investor group on major gaming/hospitality LBO.

$6,100,000,000Sell SideBuy Side Advisor
Intrawest Leveraged Buyout2006
Acquired by PE: Fortress Group

Buy-side advisor and debt provider on large leisure/resort sector LBO.

$28,000,000,000Sell SideBuy Side Advisor
Healthcare Products1
Veritas Series B Preferred Equity Placement2023
Acquired by PE: Multiple Investors

Placement agent for Series B preferred equity round for healthcare/biotech company.

$6,000,000Sell SideSell Side Advisor
Healthcare Services1
Branford Castle Acquires Eastern Dental Management2025
Acquired by PE: Branford Castle Partners

Exclusive M&A advisor on sale of Eastern Dental Management, a leading DSO with 20 locations in New Jersey, to PE buyer Branford Castle Partners.

UndisclosedSell SideSell Side Advisor
Discrete Manufacturing1
VCM Products Sale to Rock Mountain Capital2021
Acquired by PE: Rock Mountain Capital

Exclusive M&A sellside advisor on the sale of industrial/manufacturing company to PE buyer.

UndisclosedSell SideSell Side Advisor
Real Estate1
MAP Sale to Industrial Realty Group2022
Strategic acquirer: Industrial Realty Group

Exclusive M&A sellside advisor on the sale of real estate/industrial platform to buyer.

UndisclosedSell SideSell Side Advisor
Software & SaaS1
KindBio Cultivation License Sale2024
Strategic acquirer: Undisclosed

Exclusive M&A advisor on the sale of cultivation license for cannabis-related company.

$5,000,000Sell SideSell Side Advisor