Portfolio

Driving business transformation through strategic innovation.

We deliver a hands-on approach designed to meet each client’s needs and ultimately drive a successful strategic process. Our deep relationships with Fortune 500 corporations, top venture capital and private equity investors, and leading CEOs and entrepreneurs benefit our clients by providing unique access and insight into key market sectors.

117 companies

Growth & GTM

67

Investment Banking

42
  • Phanfare logo

    Phanfare

    Acquired by

    Carbonite logo
    ValueUndisclosed
  • Media logo

    Media

    Acquired by

    Nvidia logo
    Value$70,000,000
  • Alphamosaic logo

    Alphamosaic

    Acquired by

    Broadcom logo
    Value$123,000,000
  • Chipcon logo

    Chipcon

    Acquired by

    Texas Instruments logo
    Value$200,000,000
  • Analog Devices logo

    Analog Devices

    Broadband unit acquired by

    Ikanos logo
    Value$31,000,000
  • Reptron logo

    Reptron

    Acquired by

    Kimball logo
    Value$50,000,000
  • EZChip logo

    EZChip

    Common stock

    Counterparty logo
    Value$30,000,000
  • Picolight logo

    Picolight

    Acquired by

    JDSU logo
    Value$120,000,000
  • Quorm logo

    Quorm

    Acquired by

    Spreadtrum logo
    Value$73,000,000
  • Belden logo

    Belden

    Has acquired

    Trapeze Networks logo
    Value$133,000,000
  • Medtronic logo

    Medtronic

    Strategic investment in

    Rainbow Medical logo
    ValueUndisclosed
  • The group logo

    The group

    Acquired by

    Lingo Media logo
    ValueUndisclosed
  • Yitran logo

    Yitran

    Strategic partnership

    Freescale logo
    ValueUndisclosed
  • Northwell logo

    Northwell

    Strategic investment & partnership

    Counterparty logo
    ValueUndisclosed
  • Prophet logo

    Prophet

    Minority investment from

    Counterparty logo
    ValueUndisclosed
  • TrapX logo

    TrapX

    Acquired by

    Commvault logo
    Value$21,000,000
  • HASTAG LABS logo

    HASTAG LABS

    Acquired by

    Aditude logo
    ValueUndisclosed
  • Teledata logo

    Teledata

    Acquired by

    Enablence logo
    Value$50,000,000
  • FiberZone logo

    FiberZone

    Sold Series D preferred stock

    S Group Capital logo
    Value$12,000,000
  • Wavionwireless logo

    Wavionwireless

    Acquired by

    Alvarion logo
    Value$30,000,000
  • Skyworks #4 logo

    Skyworks #4

    Has acquired

    SiGe logo
    Value$275,000,000
  • Skyworks #3 logo

    Skyworks #3

    Has acquired

    Analogic Tech logo
    Value$258,600,000
  • Wefi logo

    Wefi

    Series C preferred

    Time Warner Cable logo
    Value$10,000,000
  • Chelsio logo

    Chelsio

    Debt financing

    East West Bank logo
    Value$13,000,000
  • Ziften logo

    Ziften

    Growth equity financing

    SMC logo
    Value$12,000,000
  • Northwell #3 logo

    Northwell #3

    Strategic investment & partnership

    General Electric logo
    ValueUndisclosed
  • Skyworks #2 logo

    Skyworks #2

    Acquired from II-IV majority assets of

    Anadigics logo
    Value$50,000,000
  • Placeable logo

    Placeable

    Acquired by

    Esw Capital logo
    ValueUndisclosed
  • SIM Partners logo

    SIM Partners

    Acquired by

    Reputation logo
    ValueUndisclosed
  • Radiflow logo

    Radiflow

    Strategic investment led by

    ST Engineering logo
    Value$18,000,000
  • Brickwork logo

    Brickwork

    Acquired by

    B8ta logo
    ValueUndisclosed
  • Northwell #2 logo

    Northwell #2

    Strategic investment & partnership

    AVANOS logo
    ValueUndisclosed
  • Quantum Networks logo

    Quantum Networks

    Acquired by

    Advantage Solutions logo
    ValueUndisclosed
  • Minereye logo

    Minereye

    Received strategic investment led by

    SBI Holdings logo
    Value$8,000,000
  • TRIAD logo

    TRIAD

    Secured term loan debt financing from

    Columbia Pacific Advisors logo
    Value$16,000,000
  • Gigacloud Technology logo

    Gigacloud Technology

    Equipment lease financing

    Liberty Commercial Finance logo
    ValueUndisclosed
  • Fantasy Life logo

    Fantasy Life

    Acquired by

    Betsperts logo
    ValueUndisclosed
  • Confluera logo

    Confluera

    Acquired by

    Xm Cyber logo
    Value$21,000,000
  • Skyworks logo

    Skyworks

    Sold Trans-tech, Inc. assets to

    Pidc logo
    ValueUndisclosed
  • Incentives Advisors logo

    Incentives Advisors

    Acquired by

    Tax Credit Co logo
    ValueUndisclosed
  • Northwell logo

    Northwell

    Strategic partnership

    Globalgood logo
    ValueUndisclosed
  • On demand Books logo

    On demand Books

    Strategic partnership

    Kodakreaderlink logo
    ValueUndisclosed

Events & Experiences

8
  • American Friends of Hebrew University logo

    American Friends of Hebrew University

    National nonprofit that connects the passions of Americans to talent at the Hebrew University of Jerusalem

  • Northwell Health logo

    Northwell Health

    NY’s largest healthcare provider and private employer

  • Google Chrome logo

    Google Chrome

    A cross-platform web browser developed by Google

  • ZipRecruiter logo

    ZipRecruiter

    Employment marketplace for job seekers and employers

  • The Ronald Reagan Institute logo

    The Ronald Reagan Institute

    Leader of the Reagan Institute Summit on Education

  • Zoom logo

    Zoom

    Secure, reliable video platform offering a communications platform

  • Comcast NBCUniversal logo

    Comcast NBCUniversal

    Leading media and entertainment company globally

  • UBS logo

    UBS

    A global firm providing financial services in over 50 countries

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