Strategic Advisory
STRATEGIC ADVISORY SERVICES
Senior Secured Term Loan & Credit Facility from
On its sale to
Strategic Advisory
STRATEGIC ADVISORY SERVICES
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
ON ITS SALE TO
M&A Advisory
on its acquisition of
On its sale to
Financial Advisory
VALUATION OPINION
Financial Advisory
Secured an equity investment from
A Chicago-Based Family Office
SECURED FOLLOW ON GROWTH FINANCING FROM
Financial Advisory
Global Placement Agent
For Catalyst Health Ventures IV, L.P.
Strategic Advisory
Strategic Advisory Services
Financial Advisory
Exclusive Advisor To
Convertible Debt Financing Strategic Advisory
STRATEGIC ADVISORY SERVICES
Financial Advisory
HAS SECURED BRIDGE FINANCING Strategic Advisory
STRATEGIC
ADVISORY
Strategic Advisory
STRATEGIC ADVISORY SERVICES
Strategic Advisory
STRATEGIC
ADVISORY
Senior Secured Term Loan
Strategic Advisory
STRATEGIC ADVISORY SERVICES
HAS SECURED
AN EQUITY INVESTMENT
FROM A PRIVATE
INVESTOR
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 SERVICES
HAS SECURED
BRIDGE
FINANCING
Strategic Advisory
STRATEGIC
ADVISORY
HAS SECURED
BRIDGE
FINANCING
Strategic Advisory
STRATEGIC ADVISORY
M&A Advisory
HAS
ACQUIRED
Financial Advisory
FINANCIAL ADVISORY
SERVICES
Financial Advisory
HAS SECURED A
CREDIT FACILITY
FROM
Financial Advisory
SENIOR CREDIT
FACILITY M&A Advisory
NATIONAL PHARMACY
CAPITAL PHARMACY
MULTI-SCRIPT PHARMACY
WERE ACQUIRED
BY
HAS SECURED GROWTH
CAPITAL FROM
M&A Advisory
WAS ACQUIRED
BY
Financial Advisory
FINANCIAL
ADVISORY M&A Advisory
WAS ACQUIRED
BY
WATERWORKS MANUFACTUING Financial Advisory
FINANCIAL ADVISORY
SERVICES
Financial Advisory
Secures $4mm From
M&A Advisory
WAS ACQUIRED
BY
M&A Advisory
WAS ACQUIRED
BY
ACQUIRED BY
Financial Advisory
FINANCIAL
ADVISORY 
RECAPITALIZATION
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
SURETY COMPANY OF THE PACIFIC
WAS ACQUIRED
BY
Financial Advisory
VALUATION OPINION FOR
MINORITY INTEREST OF RUSTY TACO
Financial Advisory
FAIRNESS OPINION TO BOARD OF DIRECTORS
M&A Advisory
WAS ACQUIRED
BY
MANAGEMENT Strategic Advisory
ACQUISITION
CONSULTING M&A Advisory
SECURED EQUITY INVESTMENT FROM FAMILY OFFICE
BASED IN CALIFORNIA Financial Advisory
FINANCIAL ADVISORY
SERVICES Financial Advisory
HAS SECURED
BRIDGE FINANCING Financial Advisory
VALUATION OPINION 
