transactions

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Aug 2023

575,000,000

Sole Placement Agent

Jun 2023

266,000,000

Sole Placement Agent

May 2023

400,000,000

Sole Placement Agent

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

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
Falcon

246,000,000

Continuation Fund 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

Single Asset Continuation Vehicle

Dec 2022

Project
Pegasus

560,000,000

Sole Capital Markets Advisor

Oct 2022

293,000,000

Financial Advisor

Jun 2022

1,020,000,000

Sole Placement Agent

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

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

May 2022

225,000,000

Sole Placement Agent

May 2022

917,000,000

Sole Placement Agent

Dec 2021

Undisclosed

M&A 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

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

Dec 2021

Undisclosed

Sole Placement Agent

Nov 2021

92,500,000

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

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

Jun 2021

352,000,000

Sole Placement Agent

Jan 2021

Undisclosed

Sole Placement Agent

Dec 2020

600,000,000

Advisor

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

Advised a financial services SPAC on its IPO

Dec 2020

1,400,000,000

Sole Placement Agent

Nov 2020

400,000,000

Sole Placement Agent &
Advisor

Jul 2020

345,000,000

Advisor

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