Representative Transactions
Date: 3/06/2025
Company Location: New Haven, CT
Sector: Embedded Finance
Engagement: Restructuring
Date: 2/26/2025
Company Location: Fort Worth, TX
Sector: Payments Technology
Engagement: Sell-Side Advisory
Date: 10/01/2024
Company Location: Orlando, FLA
Sector: Payments Technology
Engagement: Sell-Side Financing
Date: 6/12/2024
Company Location: Concord, MA
Sector: Property Technology, IoT- Enabled Enterprise Software, Integrated Workplace Management Systems (IWMS)
Engagement: Sell-Side Financing
Date: 9/26/22
Company Location: Pittsburgh, PA
Sector: Payments Technology, Integrated Software, Financial Technology
Engagement: Sell-Side M&A
Date: 1/18/22
Company Location: New York, NY
Sector: SaaS, FinTech
Engagement: Sell-Side M&A
Date: 8/11/20
Company Location: Vero Beach, FL
Sector: Payments
Engagement: Sell-Side M&A
Date: 7/24/19
Company Location: Auburn, AL
Sector: Software
Engagement: Buy-Side M&A
Date: 4/8/19
Company Location: Auburn, AL
Sector: Software
Engagement: Buy-Side M&A
Date: 3/20/19
Company Location: Auburn, AL
Sector: Software
Engagement: Buy-Side M&A
Date: 3/18/19
Company Location: Draper, UT
Sector: Payments
Engagement: Sell-Side M&A
Date: 12/3/18
Company Location: Burbank, CA
Sector: Payments
Engagement: Sell-Side M&A
Date: 9/26/18
Company Location: Auburn, AL
Sector: Software
Engagement: Buy-Side M&A
Date: 1/10/18
Company Location: Sarasota, FL
Sector: Payments
Engagement: Sell-Side M&A
Date: 8/22/17
Company Location: Oxford, MS
Sector: Payments
Engagement: Sell-Side M&A
Date: 2/13/17
Company Location: Boston, MA
Sector: Healthcare FinTech
Engagement: Buy-Side M&A
Date: 2/1/17
Company Location: Chicago, IL
Sector: Payments
Engagement: Sell-Side M&A
Date: 1/10/17
Company Location: New York, NY
Sector: Payments
Engagement: Sell-Side M&A
Date: 1/1/17
Company Location: Manhattan, KS
Sector: Software
Engagement: Buy-Side M&A
Date: 3/17/16
Company Location: Ft. Lauderdale
Sector: Payments
Engagement: Sell-Side M&A
Date: 2/1/16
Company Location: Montreal, QB
Sector: Payments
Engagement: Buy-Side M&A
Date: 12/4/15
Company Location: Chantilly, VA
Sector: Payments
Engagement: Sell-Side M&A
Date: 9/24/14
Company Location: Rolling Meadows, IL
Sector: InsurTech
Engagement: Buy-Side M&A
Date: 7/30/14
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
Date: 4/10/14
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
Date: 3/10/14
Company Location: Montreal, QB
Sector: Payments
Engagement: Buy-Side M&A
Date: 7/9/13
Company Location: Atlanta, GA
Sector: Software
Engagement: Buy-Side M&A
Date: 6/5/13
Company Location: Chicago, IL
Sector: Payments
Engagement: Buy-Side M&A
Date: 12/17/12
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
Date: 7/10/12
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
Date: 10/13/11
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
Date: 10/12/11
Company Location: Princeton, NJ
Sector: Education FinTech
Engagement: Buy-Side M&A
