Recent Deals
July 2022
linden-invests-in-aspirion
has acquired
a portfolio company of
Buy-Side Advisor
Mergers & Acquisitions
July 2022
lofts-on-main
Lofts on Main
$14.3 Million
Adaptive Reuse and New Construction
Construction
July 2022
redi2-technologies-inc
has been acquired by
Exclusive Sell-Side Advisor
Mergers & Acquisitions
June 2022
physicians-immediate-care-acquired-by-wellnow-urgent-care
a portfolio company of
and 
has been acquired by
a company of
Sell-Side Advisor
Mergers & Acquisitions
June 2022
depauw-university
$126.9 Million
Educational Facilities Revenue Bonds
Sole Manager
Debt Capital Markets
June 2022
platform-sh
Series D Funding
led by
Morgan Stanley Expansion Capital
$140 Million
Exclusive Financial Advisor
Mergers & Acquisitions
June 2022
darby-crossing
Darby Crossing
$74 Million
Construction and Private Placement Loan
Construction
Private Placement
June 2022
aep-transmission-company,-llc
the parent company of
AEP Transmission Company, LLC
$550 Million
Senior Notes
Joint Bookrunner
Debt Capital Markets
June 2022
strategic-storage-growth-trust-ii-inc-
has merged with
Exclusive Sell-Side Advisor
Mergers & Acquisitions
June 2022
fiddler's-business-improvement-district
$49.9 Million
General Obligation Refunding Bonds
Sole Manager
Debt Capital Markets
Tax Incentive Finance
May 2022
diversified-energy-company-plc
$445 Million
Asset Backed Securitization
Co-Manager
Debt Capital Markets
May 2022
valta-energy
has received a strategic investment from
Exclusive Financial Advisor
Mergers & Acquisitions
May 2022
thermogenics-inc-
a portfolio company of
has been acquired by
Exclusive Sell-Side Advisor
Mergers & Acquisitions
May 2022
tiburon-place
Tiburon Place
$53 Million
4% bond LIHTC and State Housing Equity
Construction
May 2022
aergo-solutions-has-been-acquired-by-corrohealth
a portfolio company of
has been acquired by
a portfolio company of
Sell-Side Advisor
Mergers & Acquisitions
May 2022
delaware-basin-resources-llc
$500 Million
Senior Secured Credit Facility
Joint Bookrunner
Joint Lead Arranger
Debt Capital Markets
May 2022
acg-portfolio
ACG Portfolio-Oakland Glen MHC
ACG Portfolio-Clayton Acres MHC
$59.5 Million
Refinance
Lender
Fannie Mae
May 2022
dollar-self-storage--21---arizona
Dollar Self Storage #21 - Arizona
$11.5 Million
Refinance
Lender
CMBS
May 2022
stonetown-trinity-portfolio
Stonetown - North Pines
Stonetown - Country Meadows
$82 Million
Acquisition
Lender
Fannie Mae
May 2022
great-falls-subaru
Floorplan Inventory Financing and Commercial Real Estate Lending
Lender
Mergers & Acquisitions
May 2022
dollar-self-storage--5---mesa
Dollar Self Storage #5 - Mesa
$11.5 Million
Refinance
Lender
CMBS
May 2022
congruex-group-llc
a portfolio company of
has acquired
$545 Million
Senior Secured Credit Facilities
Administrative Agent
Joint Bookrunner
Left Lead Arranger
Debt Capital Markets
May 2022
penn-national-gaming,-inc-
$2.55 Billion
Senior Secured Credit Facilities
Co-Documentation Agent
Joint Lead Arranger
Debt Capital Markets
May 2022
doyon-limited
$95 Million
Senior Secured Credit Facilities
Administrative Agent
Joint Lead Arranger
Sole Bookrunner
Debt Capital Markets
April 2022
mainehealth-$91,645,000-series-2022b-taxable-&-forward-tax-exempt-bank-direct-purchase-loan
$91,645,000
Financial Advisor
Private Placement
