Track Record
Selected Transactions
Representative engagements across M&A, capital raising, and corporate finance advisory.
Certain transaction details have been withheld at client request. Dollar values are not disclosed. Past transaction experience does not guarantee future results.
Biotech
2023Series A Capital Raise
Advised the shareholders of a precision components manufacturer on the sale of the company to a strategic acquirer. Managed a competitive process resulting in a premium valuation.
Healthcare Services
2023Growth Equity Raise
Advised a regional healthcare services platform on the raise of a growth equity investment from a healthcare-focused private equity firm to fund geographic expansion.
Technology
2022Merger Advisory
Provided merger advisory services to a software company combining with a complementary platform. Structured the transaction and negotiated terms on behalf of the client.
Business Services
2022Recapitalization
Advised the founder of a business services company on a minority recapitalization with a private equity sponsor, providing liquidity while retaining majority ownership.
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