transactions

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Jan 2024

Undisclosed

Sole Placement Agent

Jan 2024

700,000,000

Sole Placement Agent

Dec 2023

Project
Denali

50,000,000

Secondary Advisor

Raised promoted equity to support Princeton's acquisition of Pirtek, a high growth hydraulic hose repair & maintenance franchisor

Successful Fund VII close at hard cap in just five months for firm focused on themaric buy-and-build investments in services sectors

LP Portfolio Sale

Nov 2023

1,273,000,000

Continuation Fund Advisor

Sep 2023

Project
Chestnut

276,000,000

Secondary Advisor

Aug 2023

575,000,000

Sole Placement Agent

Multi Asset Continuation Vehicle

LP Portfolio Sale

Second consecutive close at hard cap for an oversubscribed franchisor and multi-unit specialist fund in two years

Jul 2023

Project
Sunfyre

173,000,000

Secondary Advisor

Jun 2023

266,000,000

Sole Placement Agent

May 2023

400,000,000

Sole Placement Agent

LP Portfolio Sale

Successful first-time fundraise for a Southeast-focused franchise / multi-unit and industrial specialist fund, exceeding target by over 50%

Successful capital raise for first-time platform company to make acquisition(s) in the defense industry

Apr 2023

Undisclosed

Sole Placement Agent

Dec 2022

200,000,000

Sole Placement Agent

Dec 2022

Project
Chronos

402,000,000

Secondary Advisor

Assisted with the capital raise for Impact Fund II; a marked increase in size versus the predecessor fund

Successful raise of growth secondaries fund; over doubling the size of predecessor fund

LP Portfolio Sale

Dec 2022

Project
Falcon

246,000,000

Continuation Fund Advisor

Dec 2022

Project
Pegasus

560,000,000

Sole Capital Markets Advisor

Dec 2022

303,000,000

Continuation Fund Co-Advisor

Single Asset Continuation Vehicle

Advised on a sale of a portfolio of private leveraged loans to one of the world's largest SWFs

Single Asset Continuation Vehicle

Nov 2022

300,000,000

Continuation Fund Co-Advisor

Oct 2022

293,000,000

Financial Advisor

Sep 2022

Project
Halcyon

39,000,000

Secondary Advisor

Single Asset Continuation Vehicle

Advised Callodine Group on its public-to-private M&A of Manning & Napier, a regional investment manager in the Northeast U.S.

LP Portfolio Sale

Sep 2022

500,000,000

Continuation Fund Advisor

Jun 2022

1,020,000,000

Sole Placement Agent

May 2022

225,000,000

Sole Placement Agent

Single Asset Continuation Vehicle

Exceeded hard cap for a first-time O&G manager, completing majority of closing during the COVID pandemic

Advised on formation of and strategic anchor capital for inaugural private BDC strategy

May 2022

917,000,000

Sole Placement Agent

Mar 2022

Project
Cosmo

121,000,000

Secondary Advisor

Mar 2022

Undisclosed

Secondary Advisor

Meaningfully exceeded target on Fund V; substantial new capital raised post succession and strategy optimization

LP Portfolio Sale

Multi Asset Continuation Vehicle

Jan 2022

Project
Daytona

58,000,000

Secondary Advisor

Dec 2021

Undisclosed

M&A Advisor

Dec 2021

Undisclosed

Sole Placement Agent

LP Portfolio Sale

Advised on Callodine Group’s acquisition of a real estate lending platform

.

Nov 2021

92,500,000

Advisor

Nov 2021

Project
Nala

161,000,000

Secondary Advisor

Oct 2021

1,500,000,000

Sole Placement Agent

Directly advised NY based family on the IPO of the 3rd largest U.S. commercial Mortgage REIT

LP Portfolio Sale

Successful Q4'21 final close of Capital Formation digital infrastructure mandate

Sep 2021

Project
Creeky

36,000,000

Secondary Advisor

Jun 2021

352,000,000

Sole Placement Agent

Jan 2021

Undisclosed

Sole Placement Agent

LP Portfolio Sale

Exceeded hard cap on first-time buyout fund, completing all closings during the COVID pandemic.

Raised HoldCo PIK Loan to support acquisition of a third-party logistics company

Dec 2020

600,000,000

Advisor

Dec 2020

1,400,000,000

Sole Placement Agent

Nov 2020

400,000,000

Sole Placement Agent &
Advisor

Advised a financial services SPAC on its IPO

Successful Q4’20 final close of Capital Formation digital infrastructure mandate

Advised Callodine Group on its acquisition of Gordon Brothers Finance Company from BlackRock's BDC; multi-tranche financing

Jul 2020

345,000,000

Advisor

Successfully advised on the first oil & Gas SPAC raised in 2020