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Served as financial advisor to CAL Automotive, a subsidiary of Auto Lenders, on its joint venture financing with Ares Alternative Credit
October 2024
Served as strategic and financial advisor to Shaker Auto Lease, Inc. on its sale to Jim Pattison Lease
September 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
Served as sole financial advisor to CURO on its sale of Flexiti to Questrade
August 2023
Served as sole financial advisor to Bakkt on its acquisition of Bumped Financial
February 2023
Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital
August 2022
Served as valuation advisor to Bank of America with respect to the sale of its AAA cobrand credit card portfolio to Bread Financial
July 2022
Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet
July 2022
Served as financial advisor to CIBC on its acquisition of the Costco Canada credit card portfolio from Capital One
March 2022
Served as sole financial advisor to BJ’s Wholesale Club on its agreement to move its credit card program and portfolio to Capital One from Bread Financial
January 2022
Served as sole financial advisor to StoicLane on its capital raise anchored by Oaktree Capital Management in conjunction with its acquisition of Interfirst Mortgage Company
April 2021
Served as sole financial advisor to Gap on its agreement to move its credit card program and portfolio to Barclays and Mastercard from Synchrony Financial and Visa
April 2021
Served as sole financial advisor to Bakkt on its merger with VPC Impact, a SPAC sponsored by Victory Park Capital
January 2021
Served as sole financial advisor to PayBright on its sale to Affirm
January 2021
Served as sole financial advisor to Mattress Firm on its amendment of its consumer financing partnership with Synchrony Financial
December 2020