Sample of Deals
1
Industry
Online Payment Co
Role
Lead Equity Investor -VC seed stage $4MM
Notes
Recent up round brought pre-money valuation from $7.5MM to exploring IPO with valuation over $500MM
2
Industry
OEM - Pump Manufacturer:
Upstream and Midstream 0&G
Role
Investment with Champlain Capital Partners - Mezz and Equity - LBO
Notes
Sold to DXP Enterprises: sub $100MM purchase price with Leverage sold for $285MM per press release: Greater than 5X return. Board Role
3
Industry
Specialty Chemicals Manufacturing - Aluminum Zirconium
Role
Investment with MVC Capital - Unitranche - LBO
Notes
Exited w/31% IRR net of all fees, per press release at Exit
4
Industry
Specialty Chemicals Manufacturing -Formula for Animal Feed
Role
Investment with Riverside Company -
Mezz- LBO
Notes
Successful expansion into international markets and product line expansion, still portfolio company: Board Role. Mezz debt paid off and refinanced with Sr. Debt
5
Industry
Custom and Backup Battery Packs for Defense, IT, Medical Markets
Role
Investment and roll up strategy with Inverness Graham - Mezz and Equity - LBO
Notes
Greater than 5x return per press release, Sale to Inventus Power: Board Role. Took over from initial deal and merged business with larger co, rolling equity
6
Industry
Vehicle tracking Co.
Role
Grew from 3,000 to over 20,000 Subscribers in less than 3 years - Growth Equity/Aramco VC fund
Notes
Exploring majority sale at valuation at 3-4x equity investment
7
Industry
OEM- Volumetric Concrete
Machinery
Role
Top manufacturer amongst 5 OEM's in Industry - JV/Equity
Notes
Equity investment completed, board nomination. Company recently sold for ~1.75x return
8
Industry
Acquisition of Industrial Automation Co.
Role
Acquistion with Riverside Company - Unitranche - LBO
Notes
Automation Engineering (design), part sales and servicing of manufacturing equipment and automation for food and industrial markets. Unknown Return.
9
Industry
Wind Blade and related Turbine Manufacturing
Role
Investment with Dow 30 Company to manufacture Wind Blades and Turbines in Saudi Arabia - JV
Notes
Led Due Diligence for Board Member (Former Head of OPEC) and recommended investment decision
10
Industry
Energy/ Electricity Sales and
Distribution
Role
Selling and delivering Electricity in deregulated States - LBO/new structure
Notes
Created new deal structure that allowed for 28%+ IRR on Second Lien Debt held by MVC Capital.
11
Industry
Industrial Waste Treatment
Role
Company treats industrial waste in a captive large industrial complex
Notes
Sell-side Advisory: 65% stock sale for over $100MM to large French infrastructure Co. (LOl, awaiting Govt approval to close)
12
Industry
IT Services
Role
Leading Microsoft Partner in Middle East. IT Services, Cloud Migration - Growth Equity
Notes
Equity investment allowed Company to expand into new services and products for growth and diversification. Not yet exited
13
Industry
Drone Co. Investment
Role
Exclusive holder of drone license in Saudi Arabia at time of investment - VC
Notes
Equity: Start-up was operating cash flow positive within one year of investment. Not yet exited
14
Industry
Food Co.
Role
Licensor of DSM ingredient for increased blood flow in packet form
Notes
Equity: Exit to Asian firm in food space
15
Industry
Natural Chemicals Co.
Role
20 formulations for cleaning and fire protection products using only food grade chemicals
Notes
Sell-side Advisory: In market
01
M&A Advisory
We deliver end-to-end support on mergers, acquisitions, divestitures, and recapitalizations. From deal sourcing and due diligence through structuring and execution, we guide clients with precision and insight. Our approach focuses on maximizing shareholder value, mitigating risks, and ensuring seamless integration to achieve both immediate and long-term strategic objectives.
02
Independent Opinions and Reviews
Our independent reviews provide a reliable “second opinion” on complex financial decisions. Whether evaluating a proposed transaction, validating valuations, or reviewing deal terms, we offer objective, data-backed perspectives. This service empowers boards, investors, and executives to move forward with clarity, confidence, and accountability.
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