Our primary goals as an organization are achieved through adhering to our core values of vision, empathy, sustainability and tenacious teamwork in pursuit of our clients’ interests.
Acquisition of Cultec, Inc.
Exclusive Financial Advisor
Strategic Combination with TestEquity and Gexpro Services
Series C Convertible Preferred
Exclusive Placement Agent
Business Combination with Energy Vault, Inc.
Lead Financial Advisor and Sole Capital Markets Advisor
Senior Credit Facilities
Acquisition of R&D Engineering
Sale of Alpha Precision Group, LLC, a portfolio company of O2 Investment Partners, to Nichols Portland, a portfolio company of Altus Capital Partners
Sale of Burton, a portfolio company of ShoreView Industries, to LightBay Capital
Sale of Goettl Home Services, LLC, a portfolio company of Baum Capital Partners, to Cortec Group
Acquisition of Jet Polymer Recycling Inc.