Sole Financial Arranger
Sole Financial Advisor
Sell-side advisory on sale to Groome, a portfolio company of Argosy Private Equity
Growth Refinancing
Sole Financing Arranger
Sell-side Advisory
Refinancing & Growth Capital Raise
Financing Arranger
Growth Capital Raise
Debt Dividend Recapitalization
Sell-side advisory on sale to Empyrean Benefit Solutions, a subsidiary company of Securian Financial Group
Sell-side advisory
Sell-side advisory on sale to Newport Healthcare, a portfolio company of Onex Corporation (TSX: ONEX)
Sole Financing Advisor
Financial Advisor
Buy-side M&A Advisor
Preferred Equity Capital Raise for Portfolio Acquisition
Debt capital raise to support minority shareholder buyout
Debt capital raise to finance acquisition
Staple Financing
Debt capital raise to support growth
Buy-side advisory on acquisition of Cosmetic Specialties International
Debt capital raise to support management acquisition
International equipment financing for Teradata (NYSE:TDC)
Sell-side advisory on sale to Patterson Companies (NASDAQ: PDCO)
Sell-side advisory on merger with Syniti
Growth Debt Financing
Recapitalization & Growth Capital Raise
Exclusive Financial Advisor
Asset-backed facility to support future growth and refinancing
Sell-side advisory on sale to AdaptHealth (NASDAQ: AHCO)
Senior & Uni-tranche debt financings for debt recapitalization
Senior & Mezzanine debt financings for debt recapitalization
Debt capital raise to support acquisition and global financing
Financial Advisor to Aulick Leasing Corp. on their sale to TFI International, Inc. (TSX: TFII)
Sell-side Advisory on sale to SRS Distribution, a portfolio company of Leonard Green & Partners
Equity & debt capital raise to support management acquisition
Global financing
Uni-tranche financing for recapitalization
Buy-side advisor on multiple acquisitions
Growth equity capital raise
Buy-side advisor on acquisition of selected Auto Dealerships
Sell-side advisory to Austin Complete Nutrition on its sale to M6 Nutrition
Buy-side M&A advisory related to acquisition of Bank of Nebraska
Senior and subordinated acquisition financing to support purchase of Austin Complete Nutrition
Bridge debt and equity capital raise
Sole financial advisor
Equity and debt capital raise
Sell-side advisory on sale to Beacon Roofing Supply, Inc. (NYSE: BECN)
Sell-side advisory on sale to publicly-traded cross-border strategic Absolute Software (NYSE: ABT)
Equity Capital Raise
Senior & subordinated acquisition financing
Buy-side advisory on acquisition of metal foundry