Transaction History

The Principals’ Transaction Experience includes sourcing and executing buyout transactions, the direct investment of equity and mezzanine capital and corporate finance

 

advisory engagements, relating to both middle-market, privately held companies, as well as larger, publicly held companies.

The Principals have participated in thirty-seven transactions, including buyouts, the direct investment of equity and mezzanine capital, buy and sell side advisory assignments, the private placement of debt and equity capital and underwriting public offerings of debt and equity capital in IPO and secondary transactions.

 

Recent Transactions
 
Water Well Drilling and Service Contractor
$16.0 Million
Buyout with Direct Equity Investment
Healthcare Products Manufacturer
$8.0 Million
Buyout with Direct Equity Investment
Telecom Service Provider
$11.0 Million
Buyout and Direct Equity Investment
Healthcare Products Manufacturing Co.
$5.0 Million
Private Placement of Senior Debt
Oilfield Services Company
$3.5 Million
Direct Equity and Mezzanine Investment
District Heating Utility
$5.1 Million
Direct Equity Investment in Buyout Transaction
Farming Products Distributor
$3.0 Million
Direct Mezzanine Investment in Buyout Transaction
Communications Tower Owner
$6.7 Million
Direct Equity and Mezzanine Investment in Buyout Transaction
Television Station Operator
$2.0 Million
Direct Equity Investment in Buyout Transaction
Healthcare Equipment Insurer
$8.8 Million
Direct Mezzanine Investment in Buyout Transaction
Post-Secondary Education Company
$11.0 Million
Direct Equity and Mezzanine Investment in Buyout Transaction
Office Products Distribution Company
$6.0 Million
Direct Mezzanine Investment in Buyout Transaction
Oilfield Services Company
$7.2 Million
Direct Mezzanine Investment in Buyout Transaction
Energy Exploration Company
$2.5 Million
Direct Mezzanine Investment
Toy Manufacturer
$10.0 Million
Direct Mezzanine Investment
Cold Storage Company
$475,000
Direct Equity Investment in Buyout Transaction
Consumer Products Manufacturer
$48.4 Million
Initial Public Offering
Oil & Gas Production
$86.3 Million
Convertible Debt Offering
Oil & Gas Production
$112.5 Million
Common Equity Offering
Restaurant Company
$42.0 Million
Private Placement of Senior Debt
Food Distribution Company
$14.1 Million
Initial Public Offering
Computer Distribution Company
$12.0 Million
Initial Public Offering
Logistics Technology Provider
$45.0 Million
Initial Public Offering
Restaurant Company
$33.0 Million
Private Placement of Senior Term Debt
Oil & Gas Production
$435.0 Million
Buy-side Acquisition Advisory Assignment
Oilfield Tank Manufacturing Company
$4.0 Million
Buy-side Acquisition Advisory Assignment
Telecom Infrastructure Provider
$150.1 Million
Sell-side Advisory Assignment
Premium Specialty Retail
$7.0 Million
Private Placement of Mezzanine & Pfd. Stock
Telecom Service Provider
$13.8 Million
Sell-side Advisory Assignment
Oilfield Services Company
$12.5 Million
Private Placement of Senior Debt
Texas Convenience Store Operator
$8.0 Million
Private Placement of Senior Debt
Texas Convenience Store Operator
$13.0 Million
Financial Advisory and Private Placement of Debt
West Virginia Convenience Store Operator
$12.5 Million
Private Placement of Debt
Telecom Service Provider
$15.0 Million
Buy-side Acquisition Advisory Assignment
West Virginia Convenience Store Operator
$12.5 Million
Buy-side Acquisition Advisory Assignment
Life Insurance Brokerage Company
$5.0 Million
Private Placement of Equity
Healthcare Products Manufacturing Co.
$5.0 Million
Private Placement of Debt
 
 
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