transactions
Project
Nexus
LP Portfolio Sale
Raised promoted equity to support Princeton's acquisition of Pirtek, a high growth hydraulic hose repair & maintenance franchisor
Successful Fund VII close at hard cap in just five months for firm focused on themaric buy-and-build investments in services sectors
Project
Denali
Project
Chestnut
LP Portfolio Sale
Multi Asset Continuation Vehicle
LP Portfolio Sale
Project
Sunfyre
Second consecutive close at hard cap for an oversubscribed franchisor and multi-unit specialist fund in two years
LP Portfolio Sale
Successful first-time fundraise for a Southeast-focused franchise / multi-unit and industrial specialist fund, exceeding target by over 50%
Successful capital raise for first-time platform company to make acquisition(s) in the defense industry
Assisted with the capital raise for Impact Fund II; a marked increase in size versus the predecessor fund
Successful raise of growth secondaries fund; over doubling the size of predecessor fund
Project
Chronos
Project
Pegasus
LP Portfolio Sale
Single Asset Continuation Vehicle
Advised on a sale of a portfolio of private leveraged loans to one of the world's largest SWFs
Single Asset Continuation Vehicle
Single Asset Continuation Vehicle
Advised Callodine Group on its public-to-private M&A of Manning & Napier, a regional investment manager in the Northeast U.S.
Project
Halcyon
LP Portfolio Sale
Single Asset Continuation Vehicle
Exceeded hard cap for a first-time O&G manager, completing majority of closing during the COVID pandemic
Project
Cosmo
Advised on formation of and strategic anchor capital for inaugural private BDC strategy
Meaningfully exceeded target on Fund V; substantial new capital raised post succession and strategy optimization
LP Portfolio Sale
Project
Daytona
Multi Asset Continuation Vehicle
LP Portfolio Sale
Advised on Callodine Group’s acquisition of a real estate lending platform
Project
Nala
.
Directly advised NY based family on the IPO of the 3rd largest U.S. commercial Mortgage REIT
LP Portfolio Sale
Project
Creeky
Successful Q4'21 final close of Capital Formation digital infrastructure mandate
LP Portfolio Sale
Exceeded hard cap on first-time buyout fund, completing all closings during the COVID pandemic.
Raised HoldCo PIK Loan to support acquisition of a third-party logistics company
Advised a financial services SPAC on its IPO
Successful Q4’20 final close of Capital Formation digital infrastructure mandate
Advisor
Advised Callodine Group on its acquisition of Gordon Brothers Finance Company from BlackRock's BDC; multi-tranche financing
Successfully advised on the first oil & Gas SPAC raised in 2020