Financial Advisory
$10,000,000 Strategic Investment in Current Series B from
Transaction Details
M&A Advisory
Buyside Advisory
Strategic Advisory

Growth Advisory & Strategic Planning

Strategic Advisory
Strategic Advisory Services
Financial Advisory

Valuation Opinion
Financial Advisory
Recapitalization & Shareholder Buyout
M&A Advisory
on Its Acquisition of

Financial Advisory
Valuation Opinion
Financial Advisory
Secured Equity Investment from
A Chicago-Based Family Office
Financial Advisory
Placement for Catalyst Health Ventures IV, L.P.

Strategic Advisory

Strategic Advisory Services
Financial Advisory
Convertible Debt Financing
Strategic Advisory
Strategic Advisory Services
Financial Advisory

Secured Bridge Financing
Strategic Advisory
Advisory Services
Strategic Advisory

Growth Advisory & Strategic Planning
Strategic Advisory

Strategic Advisory
Strategic Advisory

Strategic Advisory Services
Strategic Advisory
Strategic Advisory Services
Financial Advisory

Secures $4.7MM from
Lerer Hippeau, Bullpen, Advanceit and Imaginary VC
Financial Advisory

Senior Secured Term Loan

Strategic Advisory

Strategic Advisory
Strategic Advisory

Strategic Advisory
M&A Advisory

Acquired

Financial Advisory

Financial Advisory

Financial Advisory
Secured Credit Facility from

Financial Advisory

Senior Credit Facility
M&A Advisory

Acquired by

Financial Advisory

Financial Advisory
M&A Advisory

Acquired by
Waterworks Manufacturing
Financial Advisory

Financial Advisory Services
Financial Advisory
Secures $4mm from

M&A Advisory

Acquired by

M&A Advisory

Acquired by

Financial Advisory

Financial Advisory Services
Financial Advisory

Financial Advisory
Financial Advisory

Strategic Advisory
Financial Advisory

Valuation Opinion
Financial Advisory

Senior and Subordinated Credit Facility
Financial Advisory
Secured Mezzanine Debt Financing for Growth from

Financial Advisory

Valuation Opinion
M&A Advisory
Participating Preferred Equity Investment

M&A Advisory

Acquired Surety Company of the Pacific
Financial Advisory

Valuation Opinion for Minority Interest of Rusty Taco
Financial Advisory

Fairness Opinion to Board of Directors
M&A Advisory

Management Buyout
Strategic Advisory

Acquisition Advisory
M&A Advisory

Secured Equity Investment from
California-based Family Office
Financial Advisory

Valuation Opinion
Financial Advisory

Secured Bridge Financing
Financial Advisory

Valuation Opinion