Transactions
Haven Capital Partners I, L.P.
as a Placement Agent
2025
Financial Advisor and Valuation as Part of a Strategic Transaction
2025
on its Sale to
a Portfolio Company of
2025
Blue Water Dealership Fund
as a Placement Agent
2025
Financial Advisor
2024
$3,307,644,425
Hunter Point Capital Investors, L.P.
as a Placement Agent for its Debut GP Stakes Fund
2024
as a Placement Agent
2023
as a Placement Agent to CM Equity Partners with respect to its Investment in
2023
Special Committee of the Board of
Fairness Opinion in connection with its Acquisition of
2023
Financial Advisor
2023**
on its Placement of a Term Loan from
2023
on its Acquisition of
2022 | Case Study
on its Sale to
2022
a Subsidiary of
on its $150,000,000 Investment in
2021
on its Debt Refinancing with
2021
on its Acquisition of
a Subsidiary of
2021*
$150,000,000
on the Refinancing of its Second Promissory Notes (Seller Notes) with
2021
as a Placement Agent
2021
as a Placement Agent
2020
Financial Advisor
2020
as a Placement Agent
2020
on its Sale to
2020
as a Placement Agent
2019
Financial Advisor
2019
as a Financial Advisor and Placement Agent to Synexis LLC with respect to the Company’s issuance of Series A-4 Units
2019
as a Placement Agent
2019 | Case Study
as an Advisor/Placement Agent to EB Capital with respect to its Acquisition of
VM Openlink SA – DBA:
2018 | Case Study
on its Acquisition of
2018 | Case Study
as a Placement Agent
2018
Financial Advisor
2018
Advice on Internal Equity Plan and Valuation
2018
on its Sale to
a portfolio company of
2018
as a Placement Agent
2018
has Joined
2018
$30,000,000
on its Growth Capital Investment from a Group of Investors led by
2017 | Case Study
on its Merge with
2017 | Case Study
on its Sale to
2017
Med-Tech Company Valuation
2017
on its Sale to
2017
$20,000,000
on its Placement of a Term Loan Note to
2016^ | Case Study
on its Sale to
2015^ | Case Study
on its Sale to
2015^
Advisory and Capital Raise
2015^
Financial Advisor
2015^
on its Sale to
2013^
on its Sale to
2012^ | Case Study
on its Sale to
2011^
*Transaction completed by Loeb Spencer House Partners, LSH Partners’ strategic alliance with Spencer House Partners LLP
**Transaction completed in partnership with OCP Capital, LLC
^Transaction occurred during the LSH Partners Professionals’ employment at Loeb Partners Corporation