Are you an independent, well-credentialed investment banker seeking a strong compliance platform and collaborative environment on and in which to transact deals?
$5,000,000
Assisted Authenticlick in developing a strategic business plan and refining the business model, then made introductions to investment partners including ITU ventures, who led a $5 million Series A financing round into the company
undisclosed amount
Advised this software provider through a strategic sale to JDM Technology Group, a global group of leading software providers for the architecture, engineering and construction industries.
undisclosed amount
Advised Ometric, a Sequoia Capital backed industrial process analytical technology company, through their sale to Halliburton (NTSE:HAL) for an eight figure sum
$7,500,000
Advised Research Scientists, a contract research organization, on its sale to Research Pharmaceutical Services, a large pharmaceuticals contract research solutions provider, for $7,500,000
undisclosed amount
Acted as the broker-dealer of record for the sale of the semiconductor company to
Synopsis (NASDAQ: SNPS)
undisclosed amount
Co-led the auction process resulting in a mid-8 figure sale of the telecommunications company to
American Capital Partners
undisclosed amount
Advised Silicon Turnkey Solutions, a leader in the high-reliability semiconductor test sector, through its acquisition to Micross Components, a global provider of distributed and specialty electronic components for military, space, medical, and demanding industrial applications
$3,000,000
Developed the strategic business plan for XCOM Wireless and then introduced them to Ardesta Venture Capital who then completed their Series A financing round
$975,000
Advised Whitley Products through funding of an $8.925 million secured credit facility by Keltic Financial Services, consisting of a $7.5 million revolving line of credit a $925,000 term loan and a $500,000 CAPEX loan
undisclosed amount
Assisted Telverse, a VoIP software company, in raising its first venture capital round. The company was subsequently sold to Level 3 Communications for a mid-8 figure sum
undisclosed amount
Advised NDC Holdings, a U.S.-based pediatric services company, through its first round of institutional financing with the private equity firm
EDG Partners
EDG Partners
undisclosed amount
Advised Planet Fitness through its acquisition by private equity firms Exaltare Capital Partners LLC and Brightwood Capital Advisors LLC
$4,000,000
Advised Thrombovision on its investor promotion process and introduced Thrombovision to private equity firm National Healthcare Services, who led a $4 million Series A convertible preferred stock financing into the company.
undisclosed amount
Acted as the broker-dealer in the sale of Hallmark Lighting to a strategic acquirer
undisclosed amount
Advised Premier Funeral Management Group through its first round of institutional capital with Kansas based private equity firm Great Range Capital
$3,000,000
Advised NUORDER through a $3,000,000 million investment round led by GRP Partners, with Greycroft, Aileen Lee, David Tisch, Creative Artists Agency, Brian Spaly, Mortimer Singer and Rachel Zoe
undisclosed amount
Acted as the broker-dealer of record for Tollgate Venture LLC, in closing $35 million in financing toward construction of hotel and casino with Century Casinos, Inc.
undisclosed amount
Advised Qualcomm on the sale of SWAGG, its mobile loyalty/gift card business. The buyer, a major mobile commerce player, wishes to remain confidential.
