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Proactively on the forefront of finding value-added investors
Transactions
Moven Enterprise
Helped secure short-term debt financing
Industry: Information Technology & Services
Transaction size: Undisclosed
Finesse Dental Lab
Provided sell-side advisory services
Industry: Dental Lab
Transaction size: Undisclosed
Nucleus195
Provided convertible debt financing
Industry: Information Technology & Services
Transaction size: Undisclosed
Real Time Medical Systems
Secured Series A capital
Industry: Healthcare Analytics
Transaction size:
Deposit a Gift
Provided sell-side advisory services
Industry: Crowdfunding
Transaction size: Undisclosed
$4 million raised as part of a seed stage investment
BLKBOX (formerly known as The Strategy Collective)
Advised on debt financing
Industry: Marketing & Advertising
Transaction size: Undisclosed
Chef`s Requested Food
Advised Chef`s Requested on debt refinancing
Industry: Food Production
Transaction size: $4 million
Ogg Trading, LLC
Served as consultant to Ogg Trading and brought in Series A capital
Industry: Financial Technology
Transaction size: $5 million
ICS Innovative Claims Strategies
Provided debt financing and assisted ICS in finding a strategic partner
Industry: Professional Employer Organization (PEO)
Transaction size: $5 million
American Emerald Transportation Services
Provided banking services related to the sale of the family-owned business
Industry: Transportation
Transaction size: Undisclosed
Emerald Claims Management
Advisor to ECM on the sale of the family-owned business
Industry: Insurance
Transaction size: Undisclosed
Harbor America
Served as consultant and advisor of Harbor America and found strategic partners that provided growth capital
Industry: Professional Employer Organization (PEO)
Transaction size: Undisclosed
Romulus Capital
Served as consultant of Romulus Capital and brought in value added limited partners creating deal flow
Industry: Private Equity
Transaction size: $50 million
AUA Equity Partners
Consulted AUA Equity Partners during its Fund I raise, brought in limited partners and created deal flow
Industry: Private Equity
Transaction size: $187 million
IRIS.TV
Provided growth capital in seed round and brought value added advisor to the company
Industry: Internet
Transaction size: $2 million
Nektar Naturals
Provided growth capital, brought management to the company and served as advisor to Nektar Naturals on factoring
Industry: Natural Products
Transaction size: $500,000
Oomba
Provided seed capital
Industry: Computer Games
Transaction size: $3 million
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