Recent Track Record
Summary of recent transactions in the private and public sectors, equity raises, debt raises, M&A advisory.
ENERGY AND INFRASTRUCTURE
- Athon$50.0M
Energy & Utilities / Renewable Energy
Advisory – Equity
- Solartia$300.0M
Energy & Utilities / Infrastructure / Renewable Energy
Advisory – Project Finance & Equity
- Zero Waste Inc.$75.0M
Energy & Utilities / Renewable Energy
Advisory – Project Finance & Equity
- Oil & Gas Operator (GOM)*$200.0M
Oil & Gas
Financial Advisory
- IX WaterUndisclosed
Energy & Utilities / Waste Water Treatment
Advisory – Equity
| Client | Amount (USD) | Industry | Type |
|---|---|---|---|
| Athon | $50.0M | Energy & Utilities / Renewable Energy | Advisory – Equity |
| Solartia | $300.0M | Energy & Utilities / Infrastructure / Renewable Energy | Advisory – Project Finance & Equity |
| Zero Waste Inc. | $75.0M | Energy & Utilities / Renewable Energy | Advisory – Project Finance & Equity |
| Oil & Gas Operator (GOM)* | $200.0M | Oil & Gas | Financial Advisory |
| IX Water | Undisclosed | Energy & Utilities / Waste Water Treatment | Advisory – Equity |
SPACE
- ExLabsUndisclosed
Aerospace / Space
Advisory – Venture Equity
- Orbital TransportsUndisclosed
SaaS / Digital Marketplace / Aerospace & Defense
Advisory – Equity
| Client | Amount (USD) | Industry | Type |
|---|---|---|---|
| ExLabs | Undisclosed | Aerospace / Space | Advisory – Venture Equity |
| Orbital Transports | Undisclosed | SaaS / Digital Marketplace / Aerospace & Defense | Advisory – Equity |
THE TRADES
- Alphalete Plumbing & DrainUndisclosed
Home Services / Plumbing & HVAC
Advisory – Debt Restructuring
- Consumer Products Platform*$42.0M
Consumer
Capital Raise
- Manufacturing Company*$20.0M
Manufacturing
Capital Raise & Financial Advisory
| Client | Amount (USD) | Industry | Type |
|---|---|---|---|
| Alphalete Plumbing & Drain | Undisclosed | Home Services / Plumbing & HVAC | Advisory – Debt Restructuring |
| Consumer Products Platform* | $42.0M | Consumer | Capital Raise |
| Manufacturing Company* | $20.0M | Manufacturing | Capital Raise & Financial Advisory |
DEBT
- Underground Printing$9.0M
Consumer Goods / Custom Apparel & Printing
Advisory – Debt
- Boom Mobile$7.0M
Telecommunications / Wireless Services
Advisory – Equity & Debt
- The AIM OrganizationUndisclosed
Healthcare Services
Advisory – Debt Restructuring + Venture Equity
| Client | Amount (USD) | Industry | Type |
|---|---|---|---|
| Underground Printing | $9.0M | Consumer Goods / Custom Apparel & Printing | Advisory – Debt |
| Boom Mobile | $7.0M | Telecommunications / Wireless Services | Advisory – Equity & Debt |
| The AIM Organization | Undisclosed | Healthcare Services | Advisory – Debt Restructuring + Venture Equity |
*Certain investment banking transactions were executed by principals at prior firms, and some companies may not be named at their request.
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