Selected Transactions
A representative sample of our advisory and lending engagements. Additional transaction details are available upon request and subject to confidentiality restrictions.
Healthcare Services
Sell-Side Advisory
Sale of a regional healthcare services provider to a strategic acquirer. Confidential process resulting in a premium valuation.
[CONFIDENTIAL]
Details Available Upon Request
Real Estate
Bridge Loan
Bridge financing for the acquisition and repositioning of a 120-unit multi-family asset in the Northeast.
[CONFIDENTIAL]
Details Available Upon Request
Manufacturing
Buy-Side Advisory
Acquisition of a precision components manufacturer on behalf of a private equity sponsor. Platform investment.
[CONFIDENTIAL]
Details Available Upon Request
Technology
Capital Advisory
Growth equity raise for a SaaS platform serving the financial services sector. Series B financing.
[CONFIDENTIAL]
Details Available Upon Request
Commercial Real Estate
Construction Loan
Ground-up construction financing for a mixed-use commercial development in the New York metropolitan area.
[CONFIDENTIAL]
Details Available Upon Request
Consumer Products
Sell-Side Advisory
Sale of a branded consumer products company to a strategic buyer. Competitive auction process.
[CONFIDENTIAL]
Details Available Upon Request
Industrial Services
Buy-Side Advisory
Add-on acquisition for a private equity-backed industrial services platform. Accelerated timeline.
[CONFIDENTIAL]
Details Available Upon Request
Real Estate
Hard Money Loan
Asset-based financing for the acquisition of a distressed commercial property. Closed in 7 business days.
[CONFIDENTIAL]
Details Available Upon Request
Healthcare Technology
Capital Advisory
Debt capital raise for a healthcare technology company seeking to fund product expansion and sales growth.
[CONFIDENTIAL]
Details Available Upon Request
Multi-Family
DSCR Loan
DSCR financing for a portfolio of single-family rental properties held by an experienced real estate investor.
[CONFIDENTIAL]
Details Available Upon Request
Natural Resources
Financial Restructuring
Out-of-court restructuring advisory for an energy services company facing covenant violations and liquidity pressure.
[CONFIDENTIAL]
Details Available Upon Request
Business Services
Sell-Side Advisory
Sale of a business process outsourcing company to a strategic acquirer. Confidential process.
[CONFIDENTIAL]
Details Available Upon Request
The transactions shown above are representative examples. Certain transaction details have been omitted or modified to protect client confidentiality.
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