Transactions
With our unmatched industry expertise and experience, we’ve been advising clients on strategic solutions for over 35 years.
SPOTLIGHT
Serving as financial advisor to C&S Wholesale Grocers on its pending acquisition of SpartanNash
June 2025
Served as financial advisor to Fusion Capital Partners on its acquisition of Relevant Industrial from LKCM Headwater
May 2025
Served as financial advisor to FiscalNote on its sale of Dragonfly Intelligence and Oxford Analytica to Dow Jones, a division of News Corp
March 2025
Served as financial advisor to PointOne Data Centers on its strategic partnership with a global investment management firm, with approximately $37 billion AUM, to support the execution of PointOne’s hyperscale data center campuses across Virginia
February 2025
Served as financial advisor to Agellus Capital on its acquisitions of FirePro Tech LLC, Chase Fire, and AAA Fire Protection Services to create Bluejack Fire & Life Safety
February 2025
Served as financial advisor to VERA WANG on the sale of its intellectual property to WHP Global
January 2025
Served as financial advisor to Wilshire on its acquisition of XTP
August 2024
Serving as financial advisor to MRO Holdings on its pending strategic investment from Bain Capital
July 2024
Served as investment banker to Shoes for Crews in its Chapter 11 bankruptcy proceedings
July 2024
Serving as financial advisor to Saks Fifth Avenue on its agreement to move its credit card program and portfolio to Bread Financial from Capital One
June 2024
Explore Transactions
Serving as financial advisor to the Special Committee of Guess?, Inc.’s Board of Directors on Guess?, Inc.’s take-private transaction
August 2025
Serving as financial advisor to SG Credit on its strategic partnership with Kayne Anderson BDC
July 2025
Served as financial advisor to GE HealthCare on its acquisition of the remaining 50% stake in Nihon Medi-Physics
June 2025
Serving as financial advisor to C&S Wholesale Grocers on its pending acquisition of SpartanNash
June 2025
Served as financial advisor to Thermogenics, a portfolio company of Audax Private Equity, on its sale to Morgan Stanley Capital Partners
June 2025
Served as financial advisor to Creative Outdoor Advertising on its sale to Dominus Capital
June 2025
Served as financial advisor to PharmaLogic, a portfolio company of Webster Equity Partners and MedEquity Capital, on its acquisition of Agilera Pharma AS
June 2025
Served as financial advisor to GetixHealth, a portfolio company of H.I.G. Capital, on its acquisition of Americollect
June 2025
Capital Advisory
Our Capital Advisory team works closely with clients to provide comprehensive, independent guidance throughout an organization’s life cycle.
M&A and Strategic Advisory
Our bankers provide strategic solutions across complex M&A assignments and advise boards and special committees on navigating highly scrutinized situations.
Insights & Perspectives
Reports. Podcasts. Latest News. Explore our thought-leadership insights and perspectives on the latest industry trends and market developments.