We advise, engage and participate in a variety of transactions across the corporate spectrum. Through our Investment Banking division we provide financial advisory services, including capital raising and M&A engagements. Our Principal Investing arm deploys partner capital into early-stage financial technology companies, supporting our portfolio companies throughout their life-cycle and various funding events. We also offer strategic advisory services that provide counsel on a whole host of matters including advice on strategic alternatives, corporate governance, corporate and business strategy, product development, and technology commercialization through our Business Acceleration program. Below represents a sample of recent transactions, investments, and advisory engagements across our divisions. (Selected transactions below).
$25M GROWTH EQUITY
FINANCING ROUND
UNDISCLOSED
HAS ACQUIRED
$22 MILLION SERIES A+
FINANCING ROUND
LED BY
$15 MILLION SENIOR
SECURED LOAN
SERIES A
FINANCING ROUND
$200 Million Debt
Funding Round
Growth Equity
Financing Round
SOLD TO
Growth Equity
Financing Round
Series B
investment into
Merged with
sold to
MERGED WITH
sold to
Growth Equity
FINANCING ROUND
SEED
FINANCING ROUND
sold to
Has acquired
Has acquired
Seed Extension
Financing Round
sold to
sold to
Seed
Financing Round
sold to
sold to
Series A
Financing Round
LED BY
Sale of its stake
in
Convertible Note Financing Round
Bridge
Financing Round
Bridge
Financing Round
Seed
Financing Round
Growth
Financing Round
Bridge
financing round
Series A
Financing Round
Series A
Financing Round
BRIDGE
FINANCING ROUND
Series A-2
Bridge Financing
SERIES A
BRIDGE FINANCING
Has been sold
to
An undisclosed party
SERIES A-2
FINANCING ROUND
LED BY
Debt
Financing Round
LED BY
Westminster National Capital
Seed
Financing Round
Founders
Financing Round
Series A-1
Financing Round
Led By
Investor Consortium
Series B
Financing Round
Seed
Financing Round
Series A
Bridge Financing
Series B
Bridge Financing
Series B
Bridge Financing
Series A
Financing Round
LED BY
SERIES A-2
BRIDGE FINANCING
CO-LED BY
Series A
Bridge Financing
Series A
Financing Round
Seed
Financing Round
Series A
Bridge Financing
Series A
Financing Round
Led By
Investor Consortium