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.
April 2025
About ACTICO Group
ACTICO Group is a leading international provider of digital solutions for Regulatory Compliance, Asset Administration, Credit Risk Management, Data & Reporting and Decision Automation software.
April 2025
About 4U
The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers.
March 2025
About Successware
Successware is an industry-leading service management software provider for the home services contractor industry dedicated to helping ensure customers have all the resources they need to manage and grow their business.
February 2025
About LCP Media
LCP Media specializes in high-quality visual content for real estate and multifamily, including TourBuilder virtual tour solutions, photography, 3D renderings, virtual staging and floor plans.
February 2025
About XOi Technologies
XOi, the leading provider of jobsite-focused technology for the field service ecosystem, arms the industry with a digital tool that connects people to mission-critical equipment.
January 2025
About Learnosity
Learnosity is the global leader in assessment solutions. Serving over 670 customers and more than 40 million learners, its mission is to advance education and learning worldwide with best-in-class technology.
January 2025
About CAPE Analytics
Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.
December 2024
About Trucker Tools
Trucker Tools is a carrier-forward capacity sourcing and load-tracking solution. Trucker Tools’ mobile app for carriers provides drivers with valuable resources on the road, access to a free-to-use load board, and multiple tracking options to meet their needs.
December 2024
About Broadlume
Broadlume is a leading provider of technology to the flooring industry. Its all-in-one platform and digital retailing tools helps flooring businesses streamline their operations, attract more customers, and grow their businesses.
November 2024
About Empyrean Solutions
Empyrean Solutions™ is a leading provider of risk and performance management solutions for banks and credit unions. Through their deployed software and outsource services, Empyrean works with banks and credit unions, ranging from $50 million to $200+ billion in assets.
November 2024
About JobNimbus
JobNimbus is the industry-leading SaaS platform that helps contractors manage and grow their businesses with a suite of powerful tools.
November 2024
About IMPLAN
IMPLAN is a leading provider of economic impact analytics software, empowering clients across a multitude of end-markets to deliver insights for their most important questions.