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).
SOLD TO

SOLD ITS PRIVATE FUNDS BUSINESS TO

$25M GROWTH EQUITY
FINANCING ROUND
UNDISCLOSED
SOLD ITS ALTIGO BUSINESS TO

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

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
Seed
Financing Round
Seed
Financing Round
Seed
Financing Round
Series A-1
Financing Round
Co-led by
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