Technology
- Engineered Products
- Industrial Tech
- Aerospace & defense
- Drones
- Medical Device/Equipment
Fluential Partners
Industries and Transactions
Industries
Business Services
- Tech-enabled
- IT services
- Marketing services
- Experiential
- SaaS
- Government contracting
- Manufacturing
- Distribution
Power & Renewables
- Solar & renewable projects
- Energy infrastructure
- Data centers
- Cleantech
- Mobility
Specialty Finance
- Entertainment assets
- Tax credit financing
- Lending platforms
Types of Transactions
- M&A
- Equity & Debt Financing
- Refinancing & Recapitalization
M&A
- Strategic and financial buyers
- Unconventional buyers such as family offices and SPACs
- Targeted and broad processes
- JV's, mergers of equals, spin-offs, and other creative options
Equity & Debt Financing
- Equity, debt & hybrid structures
- Bridge financing where needed
- Commercial financing
- Broad network of investors: Alternative funds, Family offices, Private equity, Banks, Strategics (usual & unusual)
Refinancing & Recapitalization
- Refinancing debt that is maturing, in default or otherwise unsuitable in a given capital structure
- Conversion of debt to equity
- Rationalization of multiple equity classes
- Simplification of the capital structure
Illustrative Deals
Vino Vault / UOVO Wine
Sale to Strategic Buyer
Advisor to Seller
Varni Brothers / Refresco (KKR)
Sale to Sponsor-Backed Strategic Buyer
Advisor to Seller
Thinkwell Group / Tait
Equity & Earnout Buyout
Advisor to Thinkwell
USAopoly / Gibraltar Business Capital
Credit Refinancing
Advisor to Borrower
Sale to Sponsor-Backed Strategic Buyer
Advisor to Seller
Confidential Borrower
Acquisition Credit Financing & Carve-Out Advisory
Advisor to Buyer / Borrower
El Faro Partners
Senior Unsecured Notes Debt with Warrants
Advisor to Borrower
Vino Vault / Manhattan West
Equity Financing
Advisor to Seller
Acquisition of Sponsor-Backed Strategic Seller
Advisor to Buyer
Sale to Strategic Buyer
Advisor to Seller
Senior Secured Credit Facility
Advisor to Borrower
Demand Term Credit Facility
Advisor to Borrower
Certain transactions may have been completed by the firm's professionals at prior firms.