Transactions

With our unmatched industry expertise and experience, we’ve been advising clients on strategic solutions for over 35 years.

Transaction Spotlight

Tinicum / TriMas Aerospace
November 2025
~$1,450,000,000
Serving as financial advisor on the acquisition of TriMas Aerospace
Industrials
MarshBerry/Lincoln International
October 2025
Served as financial advisor to MarshBerry on its sale to Lincoln International
Professional Services
Advent International / PatientPoint
October 2025
Served as financial advisor to Advent International on its acquisition of PatientPoint
Media & Entertainment, Healthcare
Verity / TMX Group
October 2025
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
M&A and Strategic Advisory, Technology, Financial Sponsors
Ardian / Blackstone
September 2025
Nearly $1,000,000,000
Serving as financial advisor to Ardian on its pending sale of Hill Top Energy Center, a 620 MW CCGT in PJM APS, to Blackstone
Infrastructure, Power & Renewables
C&S Wholesale Grocers / SpartanNash
September 2025
$1,770,000,000
Served as financial advisor to C&S Wholesale Grocers on its acquisition of SpartanNash
Grocery, Pharmacy & Restaurants
G2 Tenex Menzies
August 2025
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
Business Services, Financial Sponsors
GUESS / ABG
August 2025
$1,444,000,000
Serving as financial advisor to the Special Committee of Guess?, Inc.'s Board of Directors on Guess?, Inc.’s take-private transaction by Authentic Brands Group LLC, Co-Founders and CEO
M&A and Strategic Advisory, Consumer Retail
Everpeak Capital Group / Comlux America, LLC
August 2025
Served as financial advisor to Everpeak Capital Group on its acquisition of Comlux America, LLC
M&A and Strategic Advisory, Industrials, Financial Sponsors
Fusion Capital Partners / LKCM Headwater
May 2025
Served as financial advisor to Fusion Capital Partners on its acquisition of Relevant Industrial from LKCM Headwater
Distribution
Willow Elvie
March 2025
Served as financial advisor to Willow Innovations on its acquisition of Elvie
M&A and Strategic Advisory, Healthcare
Wilshire / XTP
August 2024
Served as financial advisor to Wilshire on its acquisition of XTP
M&A and Strategic Advisory

All Transactions

FullBeauty Brands / Bread Financial
January 2025
Served as financial advisor to FullBeauty Brands on the renewal of its PLCC program with Bread Financial and the establishment of a second look card partnership
Fintech
CAL Automotive / Ares
October 2024
$1,500,000,000
Served as financial advisor to CAL Automotive, a subsidiary of Auto Lenders, on its joint venture financing with Ares Alternative Credit
Fintech
Shaker Auto Lease, Inc. / Jim Pattison Lease
September 2024
Served as strategic and financial advisor to Shaker Auto Lease, Inc. on its sale to Jim Pattison Lease
M&A and Strategic Advisory, Fintech
Saks Fifth Avenue / Project Silk
June 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
M&A and Strategic Advisory, Fintech
CURO
August 2023
C$55 million
Served as sole financial advisor to CURO on its sale of Flexiti to Questrade
Fintech
Bakkt
February 2023
Served as sole financial advisor to Bakkt on its acquisition of Bumped Financial
Fintech
ECN Capital Corp.
August 2022
$210 million
Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital
Fintech
Bank of America
July 2022
Served as valuation advisor to Bank of America with respect to the sale of its AAA cobrand credit card portfolio to Bread Financial
Fintech
On the Barrelhead
July 2022
$120 million
Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet
Fintech
BJ's Wholesale Club
January 2022
$2.3 billion
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
Fintech
CIBC Costco
March 2022
C$3.0 billion
Served as financial advisor to CIBC on its acquisition of the Costco Canada credit card portfolio from Capital One
M&A and Strategic Advisory, Fintech
SPV Capital Raise – StoicLane
April 2021
$175 million
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
Fintech, Financial Sponsors