Select transactions

M&A

Mid double-digit €M

Image Systems (PACS)

Sale to Paratus and Greenpeak Partners.

M&A

Mid double-digit €M

Nissen & Velten (ERP)

Sale to Main Capital.

M&A

Mid double-digit €M

aycan Digitalsysteme & aycan medical systems

Sale to Paratus and Greenpeak Partners.

Growth & venture

€3.5M

Series A

MetisMotion

Series A and partial acquisition by Micro-Epsilon, with acquisition value potentially in the mid double-digit €M range.

Prior investors: Siemens, HTGF, Dieter Schwarz Family Office.

M&A

Lower double-digit €M

Billie.io (BNPL)

Secondary sale of founders' shares to undisclosed investors.

Company valuation: low to mid triple-digit €M.

Capital markets

$240M

Leroy-Somer

Equity and bond investments secured from Singapore sovereign funds GIC and Temasek. Served as board member and co-CEO of the CAC 5 company.

Capital markets

IPO

Wellspire Holdings Berhad

Orchestrated the IPO on Bursa Malaysia. Size undisclosed.

Capital markets

IPO

Elridge Energy Sdn Bhd

Led the IPO on Bursa Malaysia and secured anchor investment from Norwegian Government Pension Fund Global. Size undisclosed.

Growth & venture

Advisory mandate

EIT and DeepTech Alliance

Advised on investment strategy, due diligence and funding frameworks for cleantech, AI and deep-tech ventures across the EU.

M&A

€200M+

Estimated aggregate

Non-Core Banking, Leasing & Financial Subsidiaries

Divestiture programme across the EU and CEE to strategic and institutional investors, as Head of M&A at a major Austrian financial institution.

Estimated aggregate deal value across the programme.

M&A

Multiple mandates

Privatizations & State-Linked Transactions

Banking, energy, mining and industrial privatizations across Russia and the CIS, advised while leading PwC Corporate Finance Russia and KPMG Corporate Finance CIS. Lead advisor on buy-side and sell-side mandates for governments, multinationals and private equity groups.

M&A

Multiple mandates

Technology & Software, Europe

IT services, enterprise software, digital marketing and tech-enabled services transactions on both buy and sell side, as Managing Partner Europe at Sett & Lucas supervising tech M&A across DACH and wider Europe.

M&A

Multiple mandates

Cross-Border Corporate Divestitures

Multi-jurisdictional divestitures of tourism assets, financial subsidiaries and Eastern European corporate holdings. Deal structuring, diligence coordination and negotiations.

Private credit

$185M

Terram Labs

Private credit buyout.

Private credit

$55M

Emblem Yachting

Convertible note.

Private credit

$20M

Palatronics

Private credit syndication.

Private credit

$20M

AIRO

Convertible note.

Private credit

$20M

Stanley Cabinet Manufacturing

Private credit syndication.

Private credit

$20M

Cannabis Co., Arizona

Private credit syndication.

Private credit

$15M

Hashtag Influencer

Convertible note.

Private credit

$10M

Cyber Tech

Convertible note.

Private credit

$10M

PA Brewery

Private credit syndication.

Private credit

$10M

Find Your Influence

Convertible note.

Private credit

$7M

Canadian Securities Co.

Private credit syndication.

Project & structured finance

$267M

Da Vinci Developers

Refinancing of a Manhattan high-rise property.

Project & structured finance

$85M

Eco-Friendly Water Park, Puerto Rico

Private credit and equity financing.

Project & structured finance

$85M

Parking Vault, Las Vegas

Private credit and equity financing.

Capital markets

$10M

PIPE

AUID

PIPE completed May 2025 at Madison Global Partners.

Capital markets

Reverse merger

Energy Company

Reverse merger into a SPAC, in progress. Company undisclosed.

Project & structured finance

$75M + $25M

Long-term debt and revolver

Private Hospital Acquisition & Financing

Structured financing enabling ownership acquisition and operational stabilization of a newly built hospital opened early at state request during COVID-19. Supports buyout from the mortgage holder and relaunch of standard medical services.

Project & structured finance

$44M

Investor equity

TCRH Growth & Restructure Financing

Structured equity and debt financing supporting the expansion and reorganization of TCRH Holdings. Total project $100M+.

Project & structured finance

$2M

Equity raise

Smokin' Guns Range & Shooting Academy

Equity raise toward an $8.5M total project. Five-year ROI 179% with 16.2% preferred annualized returns. Veteran-owned business and the largest indoor firearms range in the region.

Growth & venture

$10 to $15M

Series B

Medyear

Growth equity financing for the expansion of a HIPAA-compliant digital health platform.

Growth & venture

Undisclosed size

BetterAir Ltd. Strategic Expansion

Growth capital supporting the international rollout of patented Enviro-Biotics systems across the US, UK, Brazil and Singapore. $5M in distribution channel commitments.

M&A

€100M

Bank Acquisition Advisory, Austria

Advised a London-based investment group seeking to acquire a bank in Austria. Sourced and introduced a suitable target, leading to advanced negotiations and due diligence.

M&A

$40M

Bank Acquisition, Uzbekistan

Advised a CIS-based commercial bank on the acquisition of a bank in Uzbekistan.

M&A

$20M

Insurance Acquisition, Uzbekistan

Advised a CIS-based insurance company on the acquisition of an insurance company in Uzbekistan.

Growth & venture

£1.6M

Luxury Fashion Fundraising, UK

Advised a London-based luxury fashion brand on fundraising from private and institutional investors.

M&A

Undisclosed

Dallas Container Corp.

Sale to Liberty Diversified International.

M&A

Undisclosed

CFO-Led Exit to Assurant

Exit to Assurant, a Fortune 300 company, following 4x revenue growth.

M&A

$10 to $100M+

Enterprise value

Lower Middle-Market M&A

Transactions across technology, tech-enabled services, fintech, government contracting and industrials as Partner and Senior Advisor at Alden Advisors. Extensive cross-border work across Europe, the UK, South Africa and North America. Former M&A banker at Credit Suisse.

M&A

Undisclosed

Q88

Sale to Veson Nautical. Sell-side advisor.

Capital markets

$15M

Symantec

Convertible debt financing. Capital markets advisor.

Growth & venture

Undisclosed

Entrust

Private capital raise. Advisor.

M&A

$20 to $150M

Typical transaction size

Middle-Market M&A & Structured Capital

40+ years across sell-side M&A, private equity, mezzanine and structured capital as Partner at Westbury Group. Former banker at J.P. Morgan covering energy and capital-intensive industries.

Capital markets

~$500M

Kelly Oil Corp. / Kelly Oil & Gas Ltd.

Raised equity and structured capital, building and scaling the company from roughly $10M market cap to nearly $1B prior to strategic collapse.

Capital markets

Multiple financings

Public & Private Energy Financings

50+ years across public and private energy financings, LP structures and capital markets. Former Managing Director at Stern AG leading the energy investment banking practice, and former Head of Oil & Gas Research at Merrill Lynch.

M&A

$25 to $200M

Revenue range

Founder-Owned Sell-Side Advisory

Sell-side mandates for founder-owned private companies across industrials, manufacturing, oilfield services and government contracting. Former buy-side advisor, now operating as a sell-side-only advisor focused on high-probability exits. Principal at i5 Advisory.