Current Engagements
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$20M Capital Raise
Sector: Technology
Description: Cloud-Native, Cybersecurity Solutions Provider/Project Watchdog
Location: South
ID: 2012
Generating revenue.
Agreements with important channel partners support customer acquisitions.
$160M 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: Life Sciences
Description: CLIA Analytical Laboratory with Proprietary Oncology and Aging Diagnostic Tests/Project Tempo
Location: Europe
ID: 2036
2024P Rev: €1.6M
2025F Rev: €4.3M
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
$170M Capital Raise
Sector: Logistics
Description: Trucking/Project Ramp
Location: South
ID: 2048
2024P Rev $630M
2024P Adj. EBITDA $76M
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
M&A Sellside
Sector: Healthcare Services
Description: Chain of Pain Management Clinics/Project Lion
Location: West
ID: 1878
6/24 LTM Rev: $41.0M
6/24 LTM Adj. EBITDA: $26M
FY2023 Rev: $36.0M
FY203 EBITDA: $23.1M
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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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