Selected transactions
& engagements
Historical capital-markets engagements, with acquisition introductions and buy-side origination mandates to follow.
Biotechnology Company
Pre-Series A Capital Raise
Supported an emerging biotechnology company in connection with a pre-Series A financing process.
Developed market sizing, industry landscape, competitive positioning, and investment research materials to support the financing process and investor narrative.
Supported investor identification and outreach, securing 12 meetings with biotechnology-focused venture capital firms and investment banks.
Mining & Energy Company
Stock Exchange Listing Evaluation
Supported a mining and energy company evaluating a potential London Stock Exchange listing, including outreach to SPACs and prospective investors.
Identified and engaged SPAC sponsors, institutional investors, and other capital-markets participants relevant to the proposed transaction.
Originated and arranged approximately 4 meetings with investors and SPAC sponsors to evaluate potential financing and public-market transaction opportunities.
Founder-Owned Consumer Businesses
Proprietary Buy-Side Origination
Buy-side origination experience included sourcing lower-middle-market acquisition opportunities on behalf of private equity and family office partners in the consumer sector.
The work focused on identifying and engaging owners of businesses with $2M+ EBITDA, generating approximately 20 meetings with founders and CEOs, including owners considering a potential sale.
The work also included support on active acquisition opportunities through financial-statement analysis and LBO valuation work.
Originated proprietary acquisition opportunities for private equity and family office partners
Developed direct relationships with founders and CEOs of $2M+ EBITDA businesses
Supported diligence through financial-statement analysis and LBO valuation work
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