Investment Banking Transaction History
Our deals speak for themselves.
In the past few years, our award-winning deals have been recognized within the industry. Take a closer look at the breadth and depth of our experience by viewing details by industry, sector or transaction type.
July 2025
About The Difference Card
The Difference Card helps organizations maximize their health plan efficiency. The Difference Card has delivered billions of dollars in savings to its clients, while at the same time providing the highest level of employee benefits.
June 2025
About Embold Health
Embold Health, a healthcare technology company, helps employers and health plans improve outcomes and lower costs by empowering members to make informed healthcare decisions.
May 2025
About Guardian Pharmacy
Guardian Pharmacy Services provides a suite of technology-enabled services tailored to serve the needs of residents of long-term health care facilities, primarily in its target markets of assisted living facilities, behavioral health facilities, and group homes.
May 2025
About Hinge Health
Hinge Health leverages software, including AI, to largely automate care for joint and muscle health, delivering an outstanding member experience, improved member outcomes, and cost reductions for its clients.
May 2025
About Waystar
Waystar's mission-critical software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
May 2025
About i3 Verticals
i3 Verticals Healthcare RCM business provides a practice optimization platform offering technology-enabled RCM, practice management, patient engagement and EHR solutions.
April 2025
About Liminatus Pharma
Liminatus Pharma, LLC (“Company” or “Liminatus”) is pre-clinical stage biopharmaceutical company developing novel, immune-modulating cancer therapies.
April 2025
About Pelthos
Pelthos Therapeutics is a biopharmaceutical company committed to commercializing innovative, safe, and efficacious therapeutic products to help patients with unmet treatment burdens.
April 2025
About Gritstone
Gritstone bio, Inc. was a clinical-stage biotechnology company that aimed to develop the world’s most cutting-edge vaccines.
March 2025
About Nova Medical Centers
Nova Medical Centers (“Nova” ) is a leading provider of occupational health services in the United States. Nova’s services focus on providing employers with pre-employment health screenings and treatment for work-related injuries.
February 2025
About Waystar
Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
January 2025
About Horizon Infusions
Horizon Infusions is Ohio’s leading network of infusion centers, committed to delivering expert care in a low-cost, patient-focused environment.