We help facilitate innovation and drive long-term value creation.
We provide a firm-wide commitment to each investment banking client and approach each engagement as an opportunity to establish a partnership that endures beyond executing a transaction.
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July 2, 2019
NV5 Global, Inc.
Valuation Analysis
Financial Advisor
June 12, 2019
Chart Industries, Inc.
295,837,500
Follow-On
Co-manager
June 12, 2019
TheStreet, Inc.
16,500,000
M&A Advisory
Fairness Opinion
June 5, 2019
OptimizeRx Corporation
20,000,500
Follow-on
Financial Advisor
May 22, 2019
LiqTech International, Inc.
$16,065,000
Follow-on
Joint Bookrunner
May 9, 2019
Sonim Technologies, Inc.
45,178,573
IPO
Joint Bookrunner
March 8, 2019
RiceBran Technologies
12,140,000
PIPE
Sole Placement Agent
March 7, 2019
SharpSpring, Inc.
$10,000,000
Follow-on
Co-manager
February 26, 2019
Super League Gaming, Inc.
$25,000,000
IPO
Joint Bookrunner
February 5, 2019
Melt Pharmaceuticals, Inc.
$11,000,000
Private Placement
Lead Placement Agent
January 22, 2019
Sonim Technologies, Inc.
$11,135,000
Capital Raise
Sole Placement Agent
December 18, 2018
OptimizeRx Corporation
21,037,020
Follow-on
Financial Advisor
October 22, 2018
SpineThera, Inc.
$10,000,000
M&A Advisory
Financial Advisor
October 19, 2018
Akoustis Technologies, Inc.
$40,812,500
Follow-on
Co-manager
September 18, 2018
Lantronix, Inc.
$10,000,000
CMPO
Joint Bookrunner
September 13, 2018
NN, Inc.
$230,000,000
Follow-on
Co-manager
September 6, 2018
WSI Industries, Inc.
$23,900,000
M&A Advisory
Fairness Opinion
July 24, 2018
Aquestive Therapeutics, Inc.
$67,500,000
IPO
Financial Advisor
July 18, 2018
Carbonite, Inc.
$204,871,388
Follow-on
Co-manager
July 3, 2018
Profire Energy, Inc.
$28,031,250
Follow-on
Co-manager
June 25, 2018
Trupanion, Inc.
$69,000,000
Follow-on
Co-manager
June 25, 2018
Limoneira Company
$69,000,000
Follow-on
Co-manager
June 25, 2018
Kindred Biosciences, Inc.
$50,600,000
Follow-on
Financial Advisor
June 20, 2018
TheStreet, Inc.
$33,500,000
RateWatch (a division of TheStreet, Inc.) acquired by S&P Global Inc.