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Where technology raises capital.

Track record

Select transactions

A selection of mandates led by our team, including deals completed at prior firms, across equity, debt and capital markets.

Filter by practice

Showing 28 of 28 transactions

Technology

Growth & venture

$1.5M

AI platform

Equity round for an AI platform.

Growth & venture

$15M

Medyear

Series B growth equity for a HIPAA-compliant digital health platform.

Private credit

$20M

Palatronics

Private credit syndication for an RFID and sensor tracked logistics platform.

Private credit

$10M

Cyber Tech

Convertible note.

Capital markets

$15M

Symantec

Convertible debt financing.

Private credit

$20M

AIRO

Convertible note.

Growth & venture

€3.5M

MetisMotion

Series A and partial acquisition by Micro-Epsilon.

Private credit

$15M

Hashtag Influencer

Convertible note.

Private credit

$10M

Find Your Influence

Convertible note.

Capital markets

$10M

AUID

PIPE completed May 2025.

Beyond technology

Capital markets

~$500M

Kelly Oil Corp. / Kelly Oil & Gas Ltd.

Equity and structured capital that scaled the company toward $1B.

Project & structured finance

$267M

Da Vinci Developers

Refinancing of a Manhattan high-rise property.

Capital markets

$240M

Leroy-Somer

Equity and bond investment from GIC and Temasek; served as co-CEO.

Private credit

$185M

Terram Labs

Private credit buyout.

Project & structured finance

$100M

Private Hospital Acquisition & Financing

Structured financing for the acquisition and stabilization of a hospital.

M&A

€100M

Bank Acquisition Advisory, Austria

Advised a London-based investment group on acquiring a bank in Austria.

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.

Private credit

$55M

Emblem Yachting

Convertible note.

Project & structured finance

$44M

TCRH Growth & Restructure Financing

Structured equity and debt financing for TCRH Holdings’ expansion.

M&A

$40M

Bank Acquisition, Uzbekistan

Advised a CIS-based bank on acquiring a bank in Uzbekistan.

Private credit

$20M

Stanley Cabinet Manufacturing

Private credit syndication.

Private credit

$20M

Cannabis Co., Arizona

Private credit syndication.

M&A

$20M

Insurance Acquisition, Uzbekistan

Advised a CIS-based insurer on acquiring an insurer in Uzbekistan.

Private credit

$10M

PA Brewery

Private credit syndication.

Private credit

$7M

Canadian Securities Co.

Private credit syndication.

Project & structured finance

$2M

Smokin' Guns Range & Shooting Academy

Equity raise toward an $8.5M project for the region’s largest indoor range.

Growth & venture

£1.6M

Luxury Fashion Fundraising, UK

Advised a London-based luxury fashion brand on private fundraising.

Some transactions were completed by our principals and advisors at prior firms, where they were the direct deal leads.

Nothing on this page constitutes investment advice, an offer, or a solicitation to buy or sell any security. Past transactions are not indicative of future results.

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