A selection of representative transactions demonstrating our experience across industries and deal types.
Representative engagements across M&A advisory, capital raising, and IPO services.
Advised a leading healthcare SaaS company on its sale to a strategic acquirer, achieving a premium valuation reflecting the company's recurring revenue model and growth trajectory.
Led Series C financing round for a fast-growing enterprise software company, bringing in top-tier growth equity funds while maintaining founder ownership.
Guided a specialty finance company through a successful NASDAQ listing, including underwriter selection and investor positioning.
Represented a founder-owned professional services firm in its sale to a private equity-backed strategic acquirer seeking platform expansion.
Advised on a majority recapitalization with a leading middle-market private equity firm, providing shareholder liquidity while enabling continued growth investment.
Arranged senior debt financing to fund a strategic acquisition, working with multiple lenders to achieve favorable terms and structure.
Advised a PE-backed platform company on a strategic add-on acquisition to expand service capabilities and geographic footprint.
Represented a custom software development company in its sale to a global IT services acquirer seeking nearshore delivery capabilities.
Raised growth capital from institutional investors for a multi-location healthcare services provider to fund continued expansion.
Advised a precision manufacturing company on its sale to a strategic acquirer, navigating complex customer relationship transitions.
Structured a minority recapitalization allowing founders to take meaningful liquidity while retaining control and partnership with a growth-oriented investor.
Represented a data analytics company in its sale to a public technology company seeking to enhance its business intelligence capabilities.
We bring deep expertise across sectors where we have completed numerous transactions.
Enterprise software, SaaS, IT services, data analytics, cybersecurity, and technology-enabled services.
Healthcare services, medical devices, health IT, pharma services, and healthcare technology.
Professional services, staffing, marketing services, facilities management, and outsourced services.
Specialty finance, insurance services, asset management, fintech, and financial technology.
Manufacturing, distribution, industrial services, aerospace components, and building products.
Consumer products, retail, e-commerce, food & beverage, and consumer services.
Our team brings the experience and relationships to help you achieve an exceptional outcome.