Selected engagements
Track record
Select engagements. Details shared under NDA.
$150M+
Capital raised to date
$250K–$50M
Transaction range
- $15MM
- Instrument
- Sale-Leaseback
- Sector
- Industrial Equipment
- Role
- Sole Advisor
- Year
- 2026
- $3MM
- Instrument
- Preferred Equity Placement
- Sector
- Commercial Real Estate
- Role
- Sole Advisor
- Year
- 2026
- $750K
- Instrument
- Working Capital
- Sector
- Education
- Role
- Lead Advisor
- Year
- 2026
- $1.2MM
- Instrument
- Senior Debt
- Sector
- Commercial Real Estate
- Role
- Lead Advisor
- Year
- 2025
- $18.7MM
- Instrument
- CMBS Refinance
- Sector
- Commercial Real Estate
- Role
- Co-Advisor
- Year
- 2025
- $5MM
- Instrument
- Working Capital
- Sector
- Defense Contractor
- Role
- Lead Advisor
- Year
- 2025
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