Transaction: Advised a mid-sized private equity firm, on the $75 million acquisition of a SaaS provider specializing in customer relationship management (CRM) tools.

Role: Conducted valuation analysis, structured the deal, and negotiated terms to align with the Client's growth strategy.

Transaction: Advised the founders of a privately-held medical device company, on a $50 million sale to a leading healthcare conglomerate.

Role: Managed the transaction process, prepared marketing materials, identified buyers, and facilitated due diligence.

Transaction: Facilitated the $75 million merger between two regional organic food and beverage companies, to create a national player in the organic segment.

Role: Provided strategic advisory, performed synergy analysis, and structured the merger to maximize shareholder value.

Transaction: Advised an independent power producer, on the $100 million divestiture of its solar energy portfolio to a Renewable Energy Fund.

Role: Prepared financial models, identified potential buyers, and negotiated terms to achieve optimal valuation.

Transaction: Advised a mid-tier financial institution, on its $50 million acquisition of a fintech startup specializing in AI-driven credit risk assessment tools.

Role: Conducted due diligence, assessed the strategic fit, and structured the transaction to facilitate integration with Client's digital offerings.

Transaction: Supported a management buyout (MBO) of a specialty industrial parts manufacturer valued at $85 million.

Role: Arranged financing, negotiated with existing shareholders, and advised on ownership structure to support long-term management objectives.

Transaction: Represented the owners of a niche digital streaming platform, in its $20 million sale to a global media conglomerate.

Role: Marketed the business, provided valuation insights, and negotiated terms to maximize shareholder returns.

Transaction: Advised a European logistics company, on its $60 million acquisition of a U.S.-based freight technology provider.

Role: Provided cross-border transaction advisory, handled regulatory compliance, and ensured smooth integration post-acquisition.