A representative history.
The following is a selected list of investments and engagements. Many of our most significant relationships are conducted confidentially and are not represented here.
Meridian Industrial Holdings
Acquisition of a vertically integrated logistics platform serving the southeastern United States.
Halcyon Software Group
Lead investor in Series D financing of an enterprise compliance platform.
Confidential Family Enterprise
Advisor on the recapitalization and succession of a fourth-generation manufacturer.
Northstar Specialty Insurance
Majority investment in a specialty E&S insurance carrier.
Aurum Real Estate Partners
Formation of a joint venture targeting class-A multifamily in select Sun Belt markets.
Cypress Wealth Advisors
Acquisition and recapitalization of an independent RIA platform.
Vector Climate Technologies
Series C investment in a leading industrial decarbonization platform.
Confidential European Family Office
Advisor on cross-border restructuring of operating subsidiaries.
Linden Healthcare Services
Control investment in a multi-state physician services organization.
Past transactions are not indicative of future results. Certain engagements remain confidential at the request of our partners and counterparties.