transactions

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

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

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

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

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