Acted as the Transaction Advisor to NanoRust, a developer of a revolutionary anti-corrosion primer coating technology, in the negotiations of a joint venture agreement with Shandong Zibo First Line Group, an innovative Chinese industrial technology company.
Secured $40 million debt facility to provide growth capital for a supplier of tech-enabled credit products and services, which combine cutting-edge technology and machine learning to transform how people access credit online.
Transaction advisor for Voltabox AG, for target identification and the acquisition of Concurrent Design of Austin, Texas, to enhance Voltabox’s capabilities in mobility technologies focused on lithium-ion batteries and other clean energy solutions.
Secured $50 million senior debt facility for an independent production firm producing and financing original film and television content.
National Journal, a Division of The Times Mirror Company, acquired the assets of American Political Network
Financial advisor to seller on a common stock placement for its on-line multi-store shopping service and time management portal which aggregates local merchants that deliver products.
Strategic advisor to A.S.A.P Advisor Services, a provider of investment marketing and database management solutions to institutional and hedge fund managers, in its sale to eVestment Alliance, and which subsequently was purchased by Nasdaq.
Advisor to this internet-delivered marketing application, allowing global companies to centrally control digital assets and advertising and marketing formats while permitting franchisees to customize promotional content for local markets on a 24 / 7 basis.
Advisor to the Liberty Media Board in the sale to Feminist Majority Foundation
Arranged $9MM in Series A funding for a software company. The client has a scheduling and tracking software for service-related businesses such as HVAC, electricians and plumbers.
Rendering fairness opinion, as part of ChemConnect’s acquisition of EC Outlook, a B2B e-commerce leader in optimizing purchasing and sales processes for chemical, plastic and related products.
Advised this provider of energy and facility solutions in the sale of its “Facility Worksite” and “Energy Worksite” management software platforms to BuildingIQ, a public Australian company (ASX:BIQ) .
Obtained $15 million unsecured debt facility for a specialty finance company that provides growth capital for early stage telecom, technology & media companies without access traditional banks, institutional mezzanine debt or equity.
Financial advisor for this U.S. developer of patented and other high quality mobile and online games for government lotteries, regulated mobile platforms and land-based gaming casino during its rights offering and various private convertible debt and equity investments offerings.