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.
June 2025
About SiTime
SiTime is a leading provider of Precision Timing solutions to the global electronics industry. The Company’s Precision Timing solutions are the heartbeat of its customers’ electronic systems, providing the timing functionality that is needed for electronics to operate reliably and accurately.
June 2025
About ProfitSolv
ProfitSolv offers a comprehensive suite of practice management software and payments processing solutions tailored for the legal, accounting and professional services verticals.
June 2025
About Alpine Macro
Alpine Macro is a leading global investment research firm that provides forward-looking financial market forecasts and investment strategy to institutional clients across more than 60 countries.
June 2025
About Karooooo
Karooooo provides a leading operations management SaaS platform that maximizes the value of operations and workflow data by providing insightful real-time data analytics to thousands of enterprise customers.
June 2025
About IWSR
IWSR is the leading provider of data and intelligence for the $1.2 trillion global beverage alcohol industry.
June 2025
About Uptick
Uptick is a purpose-built job management product for the fire, security, and HVAC industries. Its end-to-end solution allows service providers to streamline fire safety installations, inspection, preventative maintenance and building compliance.
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 MNTN
MNTN builds advertising software for brands to drive measurable conversions, revenue, site visits and more through the power of television.
May 2025
About itel
Headquartered in Jacksonville, Florida, itel is a leading data and analytics company that offers real-time material pricing and repair-versus-replace analyses to support insurance carriers and homeowners in the property claims settlement process.
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 ALM
ALM is the most trusted information and intelligence company supporting both the practice of and business of professionals in the legal industry.