Selected Transactions
A sample of engagements across our advisory focus areas. Each reflects the same approach: understand the constraint, source the right capital, and structure an outcome that holds.
$300M+
Transaction volume
$300M+
Transaction volume
42%
Deals referred by bulge bracket banks
42%
Deals referred by bulge bracket banks
26%
Closed deals with repeat clients
26%
Closed deals with repeat clients
$25M CPG Growth Capital Restructuring
A CPG brand with $100M+ in revenue needed growth capital without diluting ownership ahead of a planned sale. When the existing senior lender resisted a junior tranche, we restructured the entire facility into a $25M uni-tranche, simplifying the capital structure and preserving full ownership.
$25M CPG Growth Capital Restructuring
A CPG brand with $100M+ in revenue needed growth capital without diluting ownership ahead of a planned sale. When the existing senior lender resisted a junior tranche, we restructured the entire facility into a $25M uni-tranche, simplifying the capital structure and preserving full ownership.
$22.5M Post-IPO Option Exercise
An early employee at a newly public energy company needed to exercise expiring options during a post-IPO lock-up period. We closed a $22.5M facility in under 45 days, preserving over $35M in value.
$22.5M Post-IPO Option Exercise
An early employee at a newly public energy company needed to exercise expiring options during a post-IPO lock-up period. We closed a $22.5M facility in under 45 days, preserving over $35M in value.
$8M QSBS Real Estate Financing
A cybersecurity CEO needed capital to acquire property without selling company equity or jeopardizing QSBS tax treatment. We structured an $8M facility against a diversified collateral basket, preserving full ownership and significant tax savings.
$8M QSBS Real Estate Financing
A cybersecurity CEO needed capital to acquire property without selling company equity or jeopardizing QSBS tax treatment. We structured an $8M facility against a diversified collateral basket, preserving full ownership and significant tax savings.
$31M Family Office NAV Facility
A family office needed liquidity to fund portfolio growth without selling positions or triggering a taxable event. Their primary bank could not accommodate the structure. We placed a $31M facility with a private credit fund, preserving ownership and tax efficiency.
$31M Family Office NAV Facility
A family office needed liquidity to fund portfolio growth without selling positions or triggering a taxable event. Their primary bank could not accommodate the structure. We placed a $31M facility with a private credit fund, preserving ownership and tax efficiency.
CPG Secondary Share Acquisition
A board member wanted to increase his position in a fast-growing consumer goods company. That single engagement expanded into credit facilities for three investors and an SPV equity raise for a VC fund in the same company.
CPG Secondary Share Acquisition
A board member wanted to increase his position in a fast-growing consumer goods company. That single engagement expanded into credit facilities for three investors and an SPV equity raise for a VC fund in the same company.
Start with a converstion.
Most engagements begin with a call. No pitch, no commitment. Just a conversation about what you're solving.
Start with a converstion.
Most engagements begin with a call. No pitch, no commitment. Just a conversation about what you're solving.
Start with a converstion.
Most engagements begin with a call. No pitch, no commitment. Just a conversation about what you're solving.