A Boutique Investment Banking Firm & Managing Broker-Dealer For Alternative Investments

Capital Raise

Private Offering Capital Raise
$30,000,000
Confidential
2021
PPM Capital Raise
$10,000,000
2 Real Estate Alternative Investment Offerings
2021
PPM Capital Raise
$15,604,829
2 Real Estate Alternative Investment Offerings
2020
Capital Raise
$10,413,690
1 Real Estate Alternative Investment Offering
2019
Capital Raise
$18,644,642
2 Real Estate Alternative Investment Offerings
2018
Capital Raise
$5,000,000
Growth Capital for Financial Services Company
2017
Capital Raise
$22,101,370
2 Real Estate Alternative Investment Offerings
2017
PPM Capital Raise
$28,442,443
3 Real Estate Alternative Investment Offerings
2016
PPM Capital Raise
$26,300,000
3 Real Estate Alternative Investment Offerings
2015
PPM Capital Raise
$2,100,000
1 Real Estate Alternative Investment Offering
2014
Private Offering Capital Raise
$950,000
Medical Device Company
2014

Buy Side Representation

Buy Side Representation
$50,000,000
Acquisition of a Company in the Food Industry
2014-2016
Buy Side Representation
$140,000,000
Debt Financing Evaluation for Potential Acquisitions for a Company in the Food Industry
2014-2016

Sell Side Representation

M&A
$8,500,000
1 Sell-Side Representation of a Professional Engineering Firm
2021
Sell Side Representation
$15,200,000
Sale of Member Interest and Assets
2016
Sell Side Representation
$3,100,000
Management Buyout for a Construction and Engineering Company
2014-2016
Sell Side Representation
$500,000
Healthcare Services Sale
2014-2016
Sell Side Representation
$1,200,000
Sale of Staffing Company
2014-2015
Sell Side Representation
$2,200,000
Sale of Distribution Company
2013

Financial Restructuring

Financial Restructuring
$90,000,000
Debt Financing Representing a Company in the Food Industry
2016
Financial Restructuring
$15,000,000
Debt Financing for Expansion Capital for a Company in the Food Industry
2014

Referrals

Referrals
$1,000,000
Asset Based LOC for Electronics Company
2016
Referrals
$3,800,000
Debt Refinance Sale and Lease Back
2014
Referrals
$10,000,000
LOC for a Buy Here Pay Here Company
2013

Consulting

Consulting
Assist Owner of Physical Therapy Office on an Acquisition Opportunity
2015
Consulting
Evaluation of Acquisition Opportunities and Debt Financing for Retail Furniture Company
2014-2016
Consulting
Chairman of the Board for Material Manufacturing Company
2013-2016
Consulting
Ongoing Expansion Opportunities Organic and Acquisitions Growth for a Food Services Company
2013-2016
Consulting
Turnaround Consulting Related to Restructure of Debt
2013-2014
Consulting
Assist Financial Institution in Determining Options to Raise Capital
2013

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