Current Engagements
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$20M Equity Capital Raise
Sector: Test and Measurement Devices
Description: $20M Equity Capital Raise/Project Duke
Location: Northeast
ID: 2217
Portable micro nuclear magnetic resonance analysis device
M&A Sellside
Sector: Healthcare Services
Description: Multi-specialty, multi-location medical practice/Project Ambassador
Location: Northeast
ID: 2156
2025P Rev.: $14.6M
2025P EBITDA: $1.3M
2024 Rev.: $14.3M
2024 EBITDA: $1.25M
Located in major Northeast metropolitan area. Major source of hospital and specialist referrals. Strongest practice in its area. Low-cost service delivery model. Long track record, excellent reputation.
Bankers: Jon Rubin, Rob Croddy
$10M Equity Capital Raise
Sector: Business Services
Description: AI-powered SaaS corporate training and education/Project Avatar
Location: Southwest
ID: 2125
2025P Rev: $0.8M, rapid growth
Enterprise SaaS AI-powered platform utilizing proprietary LLMs to provide individualized, immersive, fully interactive corporate training through a virtual avatar. Initial focus is procurement training. Sales traction with blue-chip customers. Rapidly growing interest and demand.
Bankers: Bryan MacDonald, Ron Hodge
$50M Control Capital Raise to Fund Acquisition
Sector: Technology/Cybersecurity
Description: Managed Security Solutions Provider (MSSP) covering Southeast Asia/Project Watchdog
Location: South
ID: 2012
Generating revenue.
Agreements with important channel partners support customer acquisitions.
Experienced management team with strong regional connections is making a platform acquisition of a $70 million revenue IT systems integrator. Platform brings strong customer/vendor bases and a large pool of certified engineers. Watchdog will leverage the platform as a cost-effective operations center to support the technology and business development channel partnerships it has developed that will drive high visibility rapid customer additions and financial growth.
Location: US HQ, operations in SE Asia
Bankers: Bryan MacDonald, Ron Hodge
$50M Capital Raise
Sector: Renewable Energy
Description: Developer of utility- scale solar projects in Africa and South America/Project Trivia
Location: Midwest
ID: 2032
Projected 13% CAGR for both Africa and South American markets
World-class experienced developer of large-scale solar projects combined with top tier management team experienced in international energy development projects. Signed MOU to develop > 1,000 MW in North Africa. Five advanced stage projects in Africa (up to 686 MW). One advanced stage project in Brazil (up to 200 MW).
Banker: Jon Rubin
$200M Capital Raise
Sector: Infrastructure
Description: Aircraft Leasing Company Converting Passenger Aircraft to Freight Aircraft/Project Freighter
Location: US/Europe
ID: 2008
Projected IRR of 15.6%
Highly experienced aviation group offering infrastructure investment in fleet of ten converted Boeing 777-300ER aircraft coming off lease from the passenger airlines. Once converted, the fleet will be leased to cargo airlines around the world. High demand for highly fuel-efficient, more emission-friendly freight aircraft to support growing global airfreight markets. Investment provides current yield and long-term asset value creation.
Bankers: Bryan MacDonald, Patrick Huddie
M&A Sellside
Sector: Healthcare Services
Description: Chain of Pain Management Clinics/Project Lion
Location: West
ID: 1878
8/25 LTM Est. Rev: $52.2M
8/25 LTM Est. Adj. EBITDA: $34.9M
8/25 LTM Est. Adj. Operating Cash Flow: $26.7M
Rev. CAGR 2022 - LTM 8/2025: 20.9%
Highly profitable, physician-owned chain of pain management and surgery centers. Focused on the personal injury sector. Operates 6+ state-of-the-art facilities with in-house surgical centers. ~10% annual top line growth. 100% private pay, with well-dispersed revenue distribution among 10+ physicians.
Bankers: Jon Rubin, Rob Croddy
M&A Sellside
Sector: Construction
Description: Construction Company/Project Cactus
Location: Southwest
ID: 1939
2024 Rev: $75.5M
2024 EBITDA: $3.6M
2025P Rev: $84.5M
2025P EBITDA: $5.7M
Cactus provides construction-related services for building all types of residential homes. It operates in two states, has approximately 400 employees, and utilizes around 200 subcontractors. It has operated for more than 30 years with the same owner.
Bankers: John Jensen, Alan Carter
The information above contains forward-looking statements. Actual results may differ significantly from forecasts.
This communication is for informational purposes only and is not intended as an offer or solicitation to the purchase or sale of any security.
This information has been obtained from reliable sources. However, we neither guarantee nor accept any responsibility for its completeness or accuracy.
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Small and lightweight (~4 lbs) form factor allows for field operations. Use cases include fighting counterfeit pharmaceuticals, identifying contaminated aviation fuels. Scores of additional use cases. 16 patents granted, 2 others licensed.
Banker: Jon Rubin