Done Deals


Successful closings in real estate, energy, entertainment, software, marketing, healthcare and business services.

Rotating Solutions
Has been acquired by
 
A Private Equity Group
Buy-side advisory
MeowWolf
$120M in minority equity from
 
Institutional Investors
Capital advisory
Heart Test Labs
Equity investment from
 
Institutional Investors
Capital advisory
OTC: EDRG
Has been acquired by
 
A Private Equity Group
Sell-side advisory
Nexgenia, Inc.
Equity investment from
 
Institutional Investors
Capital advisory
AudienceBloom
Has been acquired by
 
Private Investment Group
Buy-side advisory
Limited Goods
Has been acquired by
 
Private Investment Group
Sell-side advisory
OTC: PRTT
Has been acquired by
 
A Private Equity Group
Sell-side advisory
Vesiflow
Equity investment from
 
Institutional Investors
Capital advisory
La Mesa PT
Has been acquired by
 
Private Investment Group
Sell-side advisory
Hood MD & Gabriel MD
Has been acquired by
 
Ivy Pediatrics
Sell-side advisory
Concordia
Has been acquired by
 
Private Investment Group
Sell-side advisory
Caludio Bedoya, MD
Has been acquired by
 
Private Investment Group
Sell-side advisory
Ho'okele
Engaged for
 
Raising Institutional Capital
Capital advisory
LFA Machines DFW, LLC
Engaged for
 
Acquisition Assistance
Buy-side advisory
Rotating Solutions
Has been acquired by
 
A Private Equity Group
Buy-side advisory
Limitless Flight, LLC
Engaged for
 
Raising Institutional Capital

Capital advisory

RICHTECH
Engaged for
 
Raising Institutional Capital
Capital advisory
J. Streicher REIT
Engaged for
 
Raising Institutional Capital
Capital advisory
Neighborhood Care
Engaged for
 
Raising Institutional Capital
Capital advisory
Proven Process

Our proven process is industry-agnostic and geared towards maximizing value and liquidity for owners of privately held middle market companies.