Track Record

Listed below are a sampling of the client engagements that we have successfully completed over the years. Specific references are available upon request to prospective clients.

 

Oxbow has sold Oxbow Sulphur to H.J. Baker Scutum has acquired High Rise Fire and Security Huntley & Huntley has created a direct investment platform for the upstream oil & gas industry Fedora Security has merged with Intertech Draper Holdings has structured, acquired and built a direct investment holding company Fairfield-Maxwell Ltd. operates a direct investment holding company Trinseo has completed a cross-border direct investment by acquiring a family controlled business Lapmaster has completed a cross-border direct investment strategic acquisition Jerry's Sport Center has merged as part of a direct investment transaction Energy Alloys was grown through a series of direct investment transactions Strata Worldwide has recapitalized through a direct investment transaction Cronimet obtained direct investment commitments from family offices Pitt Ohio Express has been grown organically and through strategic direct investments CH Briggs has completed a strategic direct investment GTS has merged as part of a family office direct investment strategy High Industries, Inc. has organized an investment committee to oversee its capital allocations and direct investments RAM Industries LLC has been acquired as a direct investment Park Avenue Automotive Group was structured as a family office direct investment syndicate Drexel Metals completed a management buyout with direct investment capital WBOC 16 has been acquired as a direct investment of Draper Holdings