300+ total transactions representing $6B+ in aggregate value — 8 tracked below spanning 2014–2024 · 6 industries
Exclusive financial advisor for $45M equity growth capital raise for clean energy development company and renewable independent power producer. Comprehensive process culminating in growth capital from HDC under attractive terms.
Exclusive financial advisor to TAES, a global security, cybersecurity, information technology and software consulting firm serving US and foreign governments. All-cash transaction closed June 5, 2019.
Financial advisor to Enthermics, a pioneer in fluid and blanket warming solutions for healthcare facilities. Strategic acquisition strengthens Pedigo's medical equipment warmers portfolio. Transaction facilitated investment banking team.
Exclusive financial advisor to Body Sculpt Intl, third-largest provider of body contouring surgery with 75,000+ procedures performed. Transaction brought entire Sono Bello enterprise under single entity. Closed March 2022.
Exclusive financial advisor to Microlution, a specialist in micro-machining based on milling and laser technologies for aerospace, medical, and automotive industries. 100% share acquisition closed May 10, 2016. Company generated $10M turnover with 30 employees in 2015.
Financial advisor to Growers House, a digitally native, omni-channel hydroponic equipment and supplies retailer serving specialty agriculture industry. Growth recapitalization retaining co-founders Nate Lipton and Angela Kapp as Co-CEOs. Closed April 2021.
Exclusive financial advisor to Q88 LLC, a leading maritime SaaS platform for information management and digital solutions in marine freight industry. Transaction closed April 25, 2022, uniting two respected maritime technology brands.