Current Engagements

Spin-out from well-established cybersecurity consulting firm. Has developed a cybersecurity intelligence platform together with industry-leading partners. Provides a full range of managed cybersecurity and compliance services targeting sophisticated SMEs (100 – 2,000 employees) operating in regulated and supply chain integrity environments. Use of proceeds will support organic growth and complete several strategic acquisitions.

Bankers: Bryan MacDonald, Ron Hodge

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

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

World’s leading commercial technology for measuring telomere length and telomerase. A CLIA-certified analytical laboratory with proprietary capabilities for measuring the viability of stem cells, early detection of cancer, and cellular senescence and longevity. Prostate cancer diagnostic test authorized across the EU. Approval in US expected in 2024. One of only a handful of CLIA labs in Europe. Blue chip customer base includes pharmas, CROs, major global diagnostic firms, hospitals, and longevity clinics.

Bankers: Patrick Huddie, Jon Rubin

Market leader in its niche operating in US and Mexico. Capital restructuring and opportunistic acquisition funding. Combination junior debt and senior equity with significant non-majority stake.

Banker: Ron Hodge

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

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