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.

139 companies

Growth & GTM

67

Events & Experiences

30
  • Northwell Health logo

    Northwell Health

    New York's largest healthcare provider and private employer

  • The Ronald Reagan Institute logo

    The Ronald Reagan Institute

    Host of the Reagan National Defense Forum, the Reagan National Economic Forum and RISE

  • AWS logo

    AWS

    The world's most widely adopted cloud platform

  • AARP logo

    AARP

    The nation's largest nonprofit dedicated to people aged 50 and over

  • ZipRecruiter logo

    ZipRecruiter

    Online employment marketplace connecting job seekers and employers

  • PwC logo

    PwC

    Global network of firms delivering assurance, tax and advisory services

  • Google Cloud logo

    Google Cloud

    Cloud infrastructure, data and AI services from Google

  • S&P Global logo

    S&P Global

    Credit ratings, benchmarks, data and analytics for global markets

  • Condé Nast logo

    Condé Nast

    Global media company behind Vogue, The New Yorker and Vanity Fair

  • SAP logo

    SAP

    Enterprise application software running businesses worldwide

  • ServiceNow logo

    ServiceNow

    AI platform for digital workflows across the enterprise

  • Workday logo

    Workday

    Cloud applications for finance, HR and planning

  • Atlassian logo

    Atlassian

    Team collaboration software, including Jira and Confluence

  • Broadcom logo

    Broadcom

    Semiconductor and infrastructure software leader, including VMware

  • Databricks logo

    Databricks

    The data and AI company behind the lakehouse platform

  • Glean logo

    Glean

    Work AI platform that connects enterprise knowledge

  • Rubrik logo

    Rubrik

    Data security and cyber resilience platform

  • Gusto logo

    Gusto

    Payroll, benefits and HR platform for small businesses

  • AlphaSense logo

    AlphaSense

    AI-powered market intelligence and search platform

  • Cvent logo

    Cvent

    Event management and hospitality technology leader

  • Mistral AI logo

    Mistral AI

    European developer of frontier open-weight AI models

  • ElevenLabs logo

    ElevenLabs

    AI voice and audio platform

  • Replit logo

    Replit

    AI-powered platform for building and deploying software

  • Lovable logo

    Lovable

    AI app builder that turns ideas into working software

  • Webflow logo

    Webflow

    Visual website platform for marketing teams

  • Kaltura logo

    Kaltura

    Video experience cloud for enterprise, education and media

  • Snorkel AI logo

    Snorkel AI

    Data development platform for building specialised AI

  • Typeface logo

    Typeface

    Generative AI platform for enterprise marketing content

  • United Therapeutics logo

    United Therapeutics

    Biotech company developing therapies for chronic and life-threatening conditions

  • Jasper logo

    Jasper

    Gen AI Co-Pilot for Marketing Strategy, Positioning and Execution

Investment Banking deals

42
  • ShowHeroes logo

    ShowHeroes

    Debt Placement With

    Revving logo
    ValueTo be disclosed
  • Ryff logo

    Ryff

    Sold assets to

    Buyer to be announced
    ValueTo be disclosed
  • Expent logo

    Expent

    Acquired by

    Hyperproof logo
    ValueUndisclosed
  • Hashtag Labs logo

    Hashtag Labs

    Acquired by

    Aditude logo
    ValueUndisclosed
  • Skyworks logo

    Skyworks

    Sold Trans-Tech, Inc. assets to

    Pidc logo
    ValueUndisclosed
  • Confluera logo

    Confluera

    Acquired by

    Xm Cyber logo
    ValueUndisclosed
  • TrapX logo

    TrapX

    Acquired by

    Commvault logo
    Value$21,000,000
  • Fantasy Life logo

    Fantasy Life

    Acquired by

    Betsperts logo
    ValueUndisclosed
  • GigaCloud Technology logo

    GigaCloud Technology

    Equipment lease financing

    Liberty Commercial Finance logo
    ValueUndisclosed
  • Prophet logo

    Prophet

    Minority investment from

    Counterparty logo
    ValueUndisclosed
  • Triad Semiconductor logo

    Triad Semiconductor

    Secured term loan debt financing from

    Columbia Pacific Advisors logo
    Value$16,000,000
  • Quantum Networks logo

    Quantum Networks

    Acquired by

    Advantage Solutions logo
    ValueUndisclosed
  • Northwell Health logo

    Northwell Health

    Strategic investment & partnership

    AVANOS logo
    ValueUndisclosed
  • Brickwork logo

    Brickwork

    Acquired by

    B8ta logo
    ValueUndisclosed
  • Northwell Health logo

    Northwell Health

    Strategic investment & partnership

    Boston Scientific logo
    ValueUndisclosed
  • Radiflow logo

    Radiflow

    Strategic investment led by

    ST Engineering logo
    Value$18,000,000
  • SIM Partners logo

    SIM Partners

    Acquired by

    Reputation logo
    ValueUndisclosed
  • Placeable logo

    Placeable

    Acquired by

    Esw Capital logo
    ValueUndisclosed
  • Skyworks logo

    Skyworks

    Acquired from II-IV majority assets of

    Anadigics logo
    Value$50,000,000
  • Northwell Health logo

    Northwell Health

    Strategic investment & partnership

    General Electric logo
    ValueUndisclosed
  • Northwell Health logo

    Northwell Health

    Strategic investment & partnership

    Globalgood logo
    ValueUndisclosed
  • Ziften logo

    Ziften

    Growth equity financing

    SMC logo
    Value$12,000,000
  • Chelsio logo

    Chelsio

    Debt financing

    East West Bank logo
    Value$13,000,000
  • Incentives Advisors logo

    Incentives Advisors

    Acquired by

    Tax Credit Co logo
    ValueUndisclosed
  • Wefi logo

    Wefi

    Series C preferred

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

    Skyworks

    Has acquired

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

    Skyworks

    Has acquired

    SiGe logo
    Value$275,000,000
  • Wavion Wireless Networks logo

    Wavion Wireless Networks

    Acquired by

    Alvarion logo
    Value$30,000,000
  • FiberZone logo

    FiberZone

    Sold Series D preferred stock

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

    Phanfare

    Acquired by

    Carbonite logo
    ValueUndisclosed
  • Skyworks (Trans-Tech) logo

    Skyworks (Trans-Tech)

    Acquired Passive / Ferrite Business of

    GaAs Labs logo
    ValueUndisclosed
  • The Q Group logo

    The Q Group

    Acquired by

    Lingo Media logo
    ValueUndisclosed
  • Teledata Networks logo

    Teledata Networks

    Acquired by

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

    Belden

    Has acquired

    Trapeze Networks logo
    Value$133,000,000
  • Quorum Systems logo

    Quorum Systems

    Acquired by

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

    Picolight

    Acquired by

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

    EZChip

    Common stock

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

    Reptron

    Acquired by

    Kimball logo
    Value$50,000,000
  • Analog Devices logo

    Analog Devices

    Broadband unit acquired by

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

    Chipcon

    Acquired by

    Texas Instruments logo
    Value$200,000,000
  • Alphamosaic logo

    Alphamosaic

    Acquired by

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

    MediaQ

    Acquired by

    Nvidia logo
    Value$70,000,000
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