Xnergy Financial/Deal History

Deal History

100+ total transactions representing $500M+ in aggregate value — 10 tracked below spanning 2013–2017 · 6 industries

100+
Total Transactions
6
Industries
2013–2017
Years Active
Aerospace & Defense1
Sale of Astro-Tek Industries to White Wolf Capital2017
Acquired by PE: White Wolf Capital / Consolidated Machine & Tool Holdings

Exclusive sell-side advisor on sale of majority ownership in Astro-Tek Industries, a leading manufacturer in parts and equipment for the aerospace and government industries, to White Wolf Capital's newly formed platform company Consolidated Machine & Tool Holdings.

$10M-$15MSell SideSell Side Advisor
Business Services2
Equity Capital for Interpreter + Translators Unlimited
Acquired by PE: Private Investors

Represented language transcription services provider in raising equity capital for M&A purposes to gain additional market share.

$5MSell SideSell Side Advisor
Equity Capital Raise for Ramp Rate
Acquired by PE: Private Investors

Represented IT consulting company in raising equity capital and providing business consulting and financial advisory.

$3MSell SideSell Side Advisor
Energy & Utilities4
Asset Sale of Middle Fork Development Services
Strategic acquirer: Undisclosed Buyer

Sale of assets for Kentucky coal mining operator.

$5MSell SideSell Side Advisor
Debt & Equity Placement for ExxonMobil
Strategic acquirer: Institutional Investors

Debt & equity placement for oil & gas operations.

$400M-$500MSell SideSell Side Advisor
Sale of Solar Alliance of America to Strategic Buyer2015
Strategic acquirer: Strategic Buyer

Exclusive investment bank for stock sale of Solar Alliance of America, a renewable energy solar installer, to a strategic buyer.

Sell SideSell Side Advisor
Recapitalization of Middle Fork Development Services2013
Acquired by PE: Undisclosed Financial Sponsor

Exclusive investment bank for recapitalization of Middle Fork Development Services, operator of the only surface coal mine in Central Appalachia meeting EPA, OSM, and Clean Water Act standards. Capital supported capacity expansion.

$5M-$10MRecapitalizationSell Side Advisor
Financial Services1
Debt Placement for Diverse Funding Associates
Strategic acquirer: Institutional Investors

Debt placement for financial services firm.

$15M-$20MSell SideSell Side Advisor
Healthcare Services1
Debt & Equity Placement for Champion Pain Care Group
Strategic acquirer: Institutional Investors

Debt & equity placement for healthcare provider.

$5M-$10MSell SideSell Side Advisor
Software & SaaS1
Equity Placement for Equity Metrix
Acquired by PE: Private Investors

Equity placement for technology & software company.

$5MSell SideSell Side Advisor