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  • Lead role in finding an investor for the owners of Chef Shamy (transaction closed 2021)

  • Lead role in finding an investor for the owner of Good Planet Foods (closed 2020)

  • Lead role in the origination and transaction between Aashford/Alliance Time and Prudential

  • Lead role in the origination and transaction between Stratford 360 and AON Consulting

  • Lead role in the origination and transaction between Real Truck and Thi (a portfolio company of TA Associates

  • Lead role in the origination and transaction between PepperJax Grill and TA Associates

  • Lead role in the origination and transaction between Auto Accessories Garage and a publicly traded company

  • Targeted buy-side leader for Promus Equity Partners

  • Targeted buy-side leader for Geneva Glen Capital

  • Targeted buy-side leader for Frontenac

  • Targeted buy-side leader for Goode Partners

  • Targeted buy-side leader for Sage Alpha Capital