Industries and Transactions
INDUSTRIES
Technology
Engineered Products
Industrial Tech
Aerospace & defense
Drones
Medical Device/Equipment
Business Services
Tech-enabled
IT services
Marketing services
Experiential
SaaS
Government contracting
Manufacturing
Distribution
Power & Renewables
Solar & renewable projects
Energy infrastructure
Data centers
Cleantech
Mobility
Specialty Finance
Entertainment assets
Tax credit financing
Lending platforms
TYPES OF TRANSACTIONS
M&A
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Strategic and financial buyers
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Unconventional buyers such as family offices and SPACs
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Targeted and broad processes
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JV's, mergers of equals, spin-offs, and other creative options
Equity & Debt Financing
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Equity, debt & hybrid structures
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Bridge financing where needed
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Commercial financing
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Broad network of investors:
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Alternative funds​
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Family offices
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Private equity
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Banks
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Strategics (usual & unusual)​
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Refinancing & Recapitalization
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Refinancing debt that is maturing, in default or otherwise unsuitable in a given capital structure
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Conversion of debt to equity
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Rationalization of multiple equity classes
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Simplification of the capital structure
ILLUSTRATIVE DEALS
Sale to Strategic Buyer
Advisor to Seller
Sale to Sponsor-Backed Strategic Buyer
Advisor to Seller
Equity & Earnout Buyout
Advisor to Thinkwell
Credit Refinancing
Advisor to Borrower
Sale to Sponsor-Backed Strategic Buyer
Advisor to Seller
Confidential Borrower
Acquisition Credit Financing & Carve-Out Advisory
Advisor to Buyer / Borrower
Senior Unsecured Notes Debt with Warrants
El Faro Partners
Advisor to Borrower
Equity Financing
Advisor to Seller
Acquisition of Sponsor-Backed Strategic Seller
Advisor to Buyer
Sale to Strategic Buyer
Advisor to Seller
Senior Secured Credit Facility
Advisor to Borrower
Demand Term Credit Facility
Advisor to Borrower
Certain transactions may have been completed by the firm’s professionals at prior firms.