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Industries and Transactions

INDUSTRIES

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Technology

Engineered Products

Industrial Tech

Aerospace & defense

Drones

Medical Device/Equipment

Modern Office Building

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

Glass Ceiling

Specialty Finance

Entertainment assets

Tax credit financing

Lending platforms

TYPES OF TRANSACTIONS

Snowy Mountain Peaks

M&A

  • Strategic and financial buyers

  • Unconventional buyers such as family offices and SPACs

  • Targeted and broad processes

  • JV's, mergers of equals, spin-offs, and other creative options

Hikers in Mountainous Landscape

Equity & Debt Financing

  • Equity, debt & hybrid structures

  • Bridge financing where needed

  • Commercial financing

  • Broad network of investors:

    • Alternative funds​

    • Family offices

    • Private equity

    • Banks

    • Strategics (usual & unusual)​

Stoney River

Refinancing & Recapitalization

  • Refinancing debt that is maturing, in default or otherwise unsuitable in a given capital structure

  • Conversion of debt to equity

  • Rationalization of multiple equity classes

  • Simplification of the capital structure

ILLUSTRATATIVE DEALS

Nature Views
Vino Vault M&A transaction

Sale to Strategic Buyer

UOVO

Advisor to Seller

Varni Brothers M&A transaction

Sale to Sponsor-Backed Strategic Buyer

KKR
Refresco

Advisor to Seller

Thinkwell M&A transaction
Tait acquisition of Thinkwell

Equity & Earnout Buyout

Goldman Sachs

Advisor to Thinkwell

USAOpoly financing

Credit Refinancing

Gibraltar Business Capital

Advisor to Borrower

Nature Views
Thinkwell Group

Sale to Sponsor-Backed Strategic Buyer

Providence Equity Partners
Tait

Advisor to Seller

Confidential Borrower

Acquisition Credit Financing & Carve-Out Advisory

Argosy & Thrasio

Advisor to Buyer / Borrower

Vino Vault

Senior Unsecured Notes Debt with Warrants

El Faro Partners

Advisor to Borrower

Vino Vault

Equity Financing

Manhattan West

Advisor to Seller

Nature Views
Uptime acquisition

Acquisition of Sponsor-Backed Strategic Seller

Rise acquisition

Advisor to Buyer

Crown Distributing Financing

Sale to Strategic Buyer

AB Inbev

Advisor to Seller

Pattison Company

Senior Secured Credit Facility

Amerisource Business Capital

Advisor to Borrower

XS Financial

Demand Term Credit Facility

Garrington Capital

Advisor to Borrower

Certain transactions may have been completed by the firm’s professionals at prior firms.

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