Structured Project Financing
Microgrid Power & Energy Financing Platform
$75,000,000
Committed Institutional Financing for Energy Service Agreement Projects
Financial Structuring Advisor to the Operating CompanyView Case Study →Buy-Side M&A
Healthcare Services Company
$40,000,000
Strategic Acquisition of a Midwestern Healthcare Provider
Financial Advisor to the Strategic BuyerView Case Study →Sell-Side M&A
Specialty Pharmaceutical Ingredients Manufacturer
$38,500,000
Complete Sale of the Company Supported by Structured Acquisition Financing
Financial Advisor to the Seller and Lead Arranger of Related Structured FinancingView Case Study →Acquisition Financing
Healthcare Services Company
$23,500,000
Acquisition Debt Financing and Revolving Line of Credit
Financial Advisor to the Strategic Buyer and Lead Arranger of FinancingBuy-Side M&A
Commercial and Industrial Company
$22,500,000
Acquisition of Regional Property Services Business
Financial Advisor to the BuyerCorporate Financing
Software-as-a-Service Data Analytics Company
$21,000,000
Convertible Notes and Growth Equity Capital
Financial Advisor to the CompanyBuy-Side M&A
Specialty Machine Manufacturer
$18,000,000
Acquisition by a Family Office
Financial Advisor to the BuyerAcquisition Financing
Specialty Packaging Solutions Company
$16,000,000
Acquisition Debt Financing and Revolving Line of Credit
Financial Advisor to the Buyer and Lead Arranger of FinancingStructured Financing
Combined Heating and Power Company
$12,500,000
Asset-Based Revolving Credit and Capital Expenditure Facilities
Financial Advisor to the Company and Lead Arranger of FinancingAsset-Based Financing
Consumer Goods Retail Company
$12,000,000
Inventory-Secured Asset-Based Revolving Credit Facility
Financial Advisor to the Company and Lead Arranger of FinancingSell-Side M&A
Transportation Parts and Services Company
$10,200,000
Sale of the Company
Financial Advisor to the SellerDebt Refinancing
Ag-Tech Company
$10,000,000
Renewal and Extension of Convertible Investor Notes
Financial Advisor to the CompanyView Case Study →Recapitalization
Industrial Services Company
$9,150,000
Financial and Ownership Recapitalization
Financial Advisor to the Lead InvestorView Case Study →Enterprise Financing
Fast Casual Multi-Unit Restaurant Chain
$7,950,000
Consolidated Credit Facilities for Refinancing and Growth
Financial Advisor to the Company and Lead Arranger of FinancingView Case Study →Cross-Border Financing
Ag-Tech Company
$7,500,000
Domestic Credit Facilities Supporting Foreign Subsidiary Financing
Financial Advisor to the Company and Lead Arranger of FinancingView Case Study →Sell-Side M&A
Specialty Food Ingredients Manufacturer
$7,400,000
Sale and Recapitalization of the Company
Financial Advisor to the SellerAsset-Based Financing
Communications Equipment Distributor
$6,000,000
Inventory-Secured Asset-Based Revolving Credit Facility
Financial Advisor to the Company and Lead Arranger of FinancingBuy-Side M&A
Fast Casual Multi-Unit Restaurant Chain
$6,000,000
Acquisition of a Multi-Unit Restaurant Business
Financial Advisor to the BuyerStructured Financing
Renewable Energy Platform
$3,500,000
Senior Term Financing for a Special Purpose Entity
Financial Advisor to the Company and Lead Arranger of Financing