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Transactions

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

SPOTLIGHT

Advent International / PatientPoint
Media & Entertainment
Served as financial advisor to Advent International on its acquisition of PatientPoint
October 2025
Verity / TMX Group
Technology
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
October 2025
C&S Wholesale Grocers / SpartanNash
Grocery, Pharmacy & Restaurants
Served as financial advisor to C&S Wholesale Grocers on its acquisition of SpartanNash
September 2025
Ardian / Blackstone
Infrastructure, Power & Renewables
Serving as financial advisor to Ardian on its pending sale of Hill Top Energy Center, a 620 MW CCGT in PJM APS, to Blackstone
September 2025
MarshBerry/Lincoln International
Professional Services
Serving as financial advisor to MarshBerry on its pending sale to Lincoln International
September 2025
G2 Tenex Menzies
Business Services
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
August 2025
GUESS / ABG
Consumer Retail
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
August 2025
Everpeak Capital Group / Comlux America, LLC
Industrials
Served as financial advisor to Everpeak Capital Group on its acquisition of Comlux America, LLC
August 2025
Fusion Capital Partners / LKCM Headwater
Distribution
Served as financial advisor to Fusion Capital Partners on its acquisition of Relevant Industrial from LKCM Headwater
May 2025
Willow Elvie
Healthcare
Served as financial advisor to Willow Innovations on its acquisition of Elvie
March 2025
Wilshire / XTP
M&A and Strategic Advisory
Served as financial advisor to Wilshire on its acquisition of XTP
August 2024

Explore Transactions

FullBeauty Brands / Bread Financial
Fintech
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
January 2025
CAL Automotive / Ares
Fintech
Served as financial advisor to CAL Automotive, a subsidiary of Auto Lenders, on its joint venture financing with Ares Alternative Credit
October 2024
Shaker Auto Lease, Inc. / Jim Pattison Lease
Fintech
Served as strategic and financial advisor to Shaker Auto Lease, Inc. on its sale to Jim Pattison Lease
September 2024
Saks Fifth Ave logo
Fintech
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
curo logo
Fintech
Served as sole financial advisor to CURO on its sale of Flexiti to Questrade
August 2023
bakkt logo
Fintech
Served as sole financial advisor to Bakkt on its acquisition of Bumped Financial
February 2023
ECN capital logo
Fintech
Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital
August 2022
Bank of America
Fintech
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
on the barrelhead logo
Fintech
Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet
July 2022
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Advisors to Our Clients

With decades of experience across industries, we collaborate closely with our clients to help them with their most important transactions.

Our Industry Coverage

With decades of deep industry expertise, we provide clients with specialized advice that supports their individual goals and objectives.

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Our Comprehensive Capabilities

We offer clients a diversified platform of capabilities, advising on mergers & acquisitions, capital solutions and restructurings.

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Capital Advisory

Our Capital Advisory team works closely with clients to provide comprehensive, independent guidance throughout an organization’s life cycle.

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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.

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Insights & Perspectives

Reports. Podcasts. Latest News. Explore our thought-leadership insights and perspectives on the latest industry trends and market developments.

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