M&A and Private Equity

• Sale and recapitalization of a utilization management and health care technology company to a private equity fund.
• Roll-up acquisitions of several regional accounting and advisory firms.
• Acquisition of AI and technology assets of a division of a private equity-backed healthcare technology business.
• Sale of a behavioral health business to a large autism therapy provider.
• Acquisition by a private equity fund of a leading manufacturer of pet products and apparel, as well as various add-on acquisitions.
• Acquisition by a private equity fund of a cosmetics business, as well as various add-one acquisitions.
• Sale and recapitalization of a strategy consulting firm to a private equity fund.
• Acquisition by a private equity fund of a leading regional provider of food, beverage and laundry equipment sales and installation services.
• Acquisition of a regional distribution and bottling business of a major international beverage brand and related transactions.
• Sale of a leading vacation rental software platform to a private equity-based strategic buyer.
• Acquisition and recapitalization of an organizer of conferences, summits and events.
• Sale of several events-based businesses.
• Acquisition and sale/divestiture of multiple US-based publishing and advertising technology businesses for a UK-based public company.
• Restructuring and sale of a global manufacturer of precision metal, plastic, and assembly solutions to a Singapore-based public company.
• Recapitalization and sale transaction of a leading enterprise labeling software provider.
• Refinancing of, and numerous add-on acquisitions for, a diversified media, technology, and information services business.
• Mezzanine debt and equity investment in, and the eventual sale of, a developer of custom web-based software solutions.
• Sale and recapitalization of a leading chain of fast casual restaurants.
• Numerous “acqui-hire” transactions for development-stage software and technology businesses.
• Acquisition of a digital marketing business by a global advertising firm.
• Sale of a leading religious publishing business.
• Sale of a software and data analytics service provider and producer of guide publications for the agricultural industry.
• Proposed acquisition of a leading US-based retail and home goods business by a prospective international investor.

Venture Capital and Emerging Companies

• Numerous investments for a leading venture capital fund focused on the “better for you” food and beverage space.
• Numerous investments in tech-enabled health care businesses.
• Numerous investments in fast-growing restaurant concepts for a leading industry-focused venture capital fund.
• Investment in a SaaS provider of web-based talent management systems and HR tools.
• Investment in digital advertising software platform focused on content measurement and distribution.
• Investment in a telemedicine platform focused on female professionals and pre-and post-maternity solutions.
• Multiple investments in a vendor risk management and cyber threat analytics software company.
• Investment in, and the subsequent recapitalization of, a cybersecurity company focused on endpoint intelligence, detection, and response solutions.
• Investment in, and the ultimate sale of, a unified marketing measurement SaaS company.
• Organizational matters, convertible debt, SAFE and growth equity financing transactions for numerous early-stage companies.
• Private fundraising transactions, various commercial and intellectual property matters, and general corporate governance matters for numerous apparel industry clients.
• Holding company reorganization and financing/recapitalization transactions for various food, beverage, and hospitality businesses.
• Investments in numerous franchised restaurant concepts.
• Establishment of investment vehicles by groups of high-net-worth individuals.