transactions

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Dec 2022

200,000,000

Sole Placement Agent

Dec 2022

Project
Chronos

402,000,000

Secondary Advisor

Dec 2022

Project
Falcon

246,000,000

Continuation Fund Advisor

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

LP Portfolio Sale

Single Asset Continuation Vehicle

Dec 2022

Project
Linda

303,000,000

Continuation Fund Co-Advisor

Nov 2022

Project
Guardian

324,000,000

Continuation Fund Co-Advisor

Oct 2022

293,000,000

Financial Advisor

Single Asset Continuation Vehicle

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.

Sep 2022

Project
Halcyon

39,000,000

Secondary Advisor

Sep 2022

Project
Ryder

499,000,000

Continuation Fund Advisor

Jun 2022

1,020,000,000

Sole Placement Agent

LP Portfolio Sale

Single Asset Continuation Vehicle

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

May 2022

225,000,000

Sole Placement Agent

May 2022

917,000,000

Sole Placement Agent

Mar 2022

Project
Buckeye

332,000,000

Continuation Fund Advisor

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

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

Multi Asset Continuation Vehicle

Mar 2022

Project
Cosmo

121,000,000

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

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Dec 2021

Project
Daytona

58,000,000

Secondary Advisor

Nov 2021

92,500,000

Advisor

Nov 2021

Project
Nala

161,000,000

Secondary Advisor

LP Portfolio Sale

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

LP Portfolio Sale

Oct 2021

1,500,000,000

Sole Placement Agent

Sep 2021

Project
Creeky

36,000,000

Secondary Advisor

Jun 2021

352,000,000

Sole Placement Agent

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

LP Portfolio Sale

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

Jan 2021

Undisclosed

Sole Placement Agent

Dec 2020

600,000,000

Advisor

Dec 2020

1,400,000,000

Sole Placement Agent

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

Advised a financial services SPAC on its IPO

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

Nov 2020

400,000,000

Sole Placement Agent &
Advisor

Jul 2020

345,000,000

Advisor

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

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