Financial Advisory
$10,000,000 Strategic Investment in Current Series B from
M&A Advisory
Buyside Advisory
On its sale to
Strategic Advisory
Growth Advisory & Strategic Planning
Strategic Advisory
Strategic Advisory Services
Asset-Backed Credit Facility
Financial Advisory
Valuation Opinion Financial Advisory
Recapitalization & Shareholder Buyout
Senior Secured Term Loan
by Ephemeris Capital
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 
Senior Secured Term Loan
Strategic Advisory
Strategic Advisory Services
M&A Advisory
Acquired
Transaction Details
Equity Investment from Private Investment Firm
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
Secured Bridge Financing
Strategic Advisory
Strategic Advisory 
Secured Bridge Financing
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
Recapitalized by
Transaction Details
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 
