Boston-based SmartLabs, a leading life sciences labs as a service company, will establish a biomedical entrepreneurship…
December 2019 - Avalon Securities, Ltd. served as the Advisor and Placement Agent for a Life Science Co-Working Space Company
Series A equity financing arranged for a four-year-old company providing complex co-working space and services to the life sciences industry in multiple US locations…
Q4 2019 - $50MM for a Specialty Finance Lender
$50 million Senior Debt facility arranged for a national specialty finance company that provides consumer-oriented loans and purchases consumer receivables…
November 2019 - Lynda Davey to coach at the 2020 Women On Boards National Conversation
Avalon Net Worth co-CEO, Lynda Davey, will be serving as a “Director Coach” at this year’s 2020 Women On Boards National Conversation on Board Diversity..
June 2019 - Avalon Net Worth assisted in the sale of International Granite & Marble Corp.
The assets of our client, International Granite & Marble Corp., an importer of fine architectural goods since 1948, have been acquired by Cosmos Granite & Marble.
March 2019 - Avalon Net Worth assisted in the sale of the assets of Notations, Inc.
The assets of our client, Notations, Inc., have been acquired by an Affiliate of an Asian Factory Group.
March 2019 - Hex Performance hires new CEO, plans Boulder operation
Hex Performance LLC, a line of eco-friendly cleaning products for activewear fabrics, has a new CEO and will open a dual headquarters in Boulder….
February 2019 - Avalon Securities, Ltd. served as the Advisor and Placement Agent for Green Dot Bioplastics
Avalon Securities served as placement agent and financial advisor to Green Dot Bioplastics which has closed a $6.5mm Series A funding…
August 2019 - Columbia Business School Retail Forum
Managing Director, Richard Jaffe, co-hosted the annual Columbia Business School Retail Forum, August 7, 2019…
July 2019 - Opal group - Family Office & Private Wealth Management Forum 2019
Newport, R.I. - Managing Director Patricia Stensrud attended a dinner hosted by Aon in conjunction with the 2019 Opal Financial Group’s flagship Family Office & Private Wealth Management Forum…
June 2019 - Cyber Security Forum, Oxford, UK
Managing Director, Patricia Stensrud, attended the 3rd Annual Cyber Security Symposium at Oxford University in June…
July 2019 - Hope Funds Honors Top Cancer Researchers
Newport, R.I. - Avalon representatives attended this annual Hope Funds for Cancer Research…
$180MM ($160MM debt, $20MM equity) raise for a Sub-Prime Consumer Lending Platform
This Company’s equipment and internet platform allows “big box” retailers to provide subprime consumers the opportunity to directly finance retail purchases at the retailer’s point of sale…
Q4 2018 – $80MM for a Specialty Finance Lender
$80 million Triple Net Lease arranged for a middle market specialty finance lender in Q4 of 2018.
November 2018 - Volkswagen Chattanooga's 9th Annual Partnering for Success Conference
Lynda Davey, Avalon Net Worth's Co-CEO, and Managing Director, Patricia Stensrud, spoke alongside…
May 2018 - Avalon Net Worth has arranged the acquisition of Concurrent Design by Voltabox
Our client, Voltabox AG, has made its first acquisition since its late 2017 Initial Public Offering. The target company we…
Q3 2018 – Independent Film Production Company Secures $50MM
Secured $50 million senior debt facility for an independent production firm producing…