transactions


Project
Falcon
Successful raise of growth secondaries fund; over doubling the size of predecessor fund
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.
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
Meaningfully exceeded target on Fund V; substantial new capital raised post succession and strategy optimization
Advised on Callodine Group’s acquisition of a real estate lending platform
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Directly advised NY based family on the IPO of the 3rd largest U.S. commercial Mortgage REIT
Successful Q4'21 final close of Capital Formation digital infrastructure mandate
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
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
Successfully advised on the first oil & Gas SPAC raised in 2020