transactions

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Dec 2022

200,000,000

Sole Placement Agent

Dec 2022

Project
Falcon

246,000,000

Continuation Fund Advisor

Oct 2022

293,000,000

Financial Advisor

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.

Jun 2022

1,020,000,000

Sole Placement Agent

May 2022

225,000,000

Sole Placement Agent

May 2022

917,000,000

Sole Placement Agent

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

Dec 2021

Undisclosed

M&A Advisor

Dec 2021

Undisclosed

Sole Placement Agent

Nov 2021

92,500,000

Advisor

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

.

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

Oct 2021

1,500,000,000

Sole Placement Agent

Jun 2021

352,000,000

Sole Placement Agent

Jan 2021

Undisclosed

Sole Placement Agent

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

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