Engagements

October 2017

Capital Raise Amount Undisclosed

 

September 2017

$30,000,000
Capital Raise

September 2017


Valuation Analysis

August 2017

Sale of Great Lakes Casualty to


Exclusive Financial Advisor

March 2017

Exclusive Sell-Side Financial Advisor

November 2016

Sale to Undisclosed Buyer

Exclusive Sell-Side Financial Advisor

October 2016

Acquisition of

Exclusive Buy-Side Financial Advisor

July 2016

Sale to

Exclusive Sell-Side Financial Advisor

April 2016

$20,000,000
Capital Raise

December 2015

$28,000,000
Capital Raise

December 2015

$10,000,000
Capital Raise

August 2015

Valuation Analysis

July 2015

Sale to

Exclusive Sell-Side Financial Advisor

May 2015

Corporate Development Advisory

March 2015

Sale to

Exclusive Sell-Side Financial Advisor

March 2015

Placed Program

Exclusive Advisor to FSIM

January 2015

Valuation Analysis

December 2014

Analysis of Strategic Alternatives

November 2014

Analysis of Strategic Alternatives

November 2014

Advise on Investment Alternatives

February 2014

Analysis of Strategic Alternatives

July 2013

Advisor to ILM on its Affiliation with PLM