Results that speak
Track Record
A selection of transactions and engagements across capital advisory, M&A, and AI transformation.
$1B+
Transactions Advised
25+
Transactions
$50M+
Avg. Deal Size
6
Industries
Strategic Advisory
The Dealer's Concierge
Strategic advisory for an early-stage automotive technology platform, including business development strategy, operational buildout, and capital market positioning.
Capital Advisory
NPL Portfolio Managers
Capital advisory and investor introductions for multiple non-performing loan portfolio managers, connecting specialized fund managers with institutional capital sources.
Growth Advisory
Keeps
Strategic advisory for an early-stage TMT company, including growth strategy, business development, and operational consulting.
Sell-Side M&A
Confidential — Sell-Side M&A
Advised on the sale of a financial services business, managing a competitive process and negotiating optimal terms for the selling shareholders.
Buy-Side M&A
Confidential — Buy-Side Acquisition
Buy-side advisory on the acquisition of a commercial real estate platform, including due diligence coordination and deal structuring.
AI Workflow Automation
Confidential — AI Transformation
Designed and deployed AI-powered deal sourcing, document generation, and market research automation for a capital advisory firm.
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