Selected Prior Transactions

Capital Raising

Equity Coinvest

Omni-Channel Enterprise Software For Retailers

Fund Placement

Private Equity

Healthcare and Financial Services

M&A Advisory

Sale of Asset Portfolio

Senior Lender to Finance Companies

Equity Raise

Retail Energy Provider / Tech Platform

Private Equity

Middle Market Buyouts

Sell Side Advisory

Race Management and Race Technology

Equity Raise

Multi-Family Private REIT

Private Credit

Senior Secured Debt Sponsor Transactions

Recap Advisory

Medicaid Health Insurance Company

Senior Secured Debt

Specialty Life Insurance Agency

Fund of Funds

VC, Buyout, and Distressed Investing

Secondary LP Sale

Mezzanine Lending Fund

Joint Venture Investment Program

Global Asset Mgt Firm/ Private Credit Platform

Venture Capital

Software and Cloud Services

Sell Side Advisory

IT and F&A Staffing Services