Select Engagements

• Asset/company identification and assessment, where our systems drew reasonable conclusions from diverse and incomplete data for a private equity fund. Areas of focus were in both domestic and international markets.

• Exploratory data analytics and advisory connected to capital strategy for a film and TV production company that owns a large portfolio of curated literary properties, featuring works by iconic authors in elevated genre fiction.

• Audience analytics with natural language processing on more traditional approaches, connected to capital advisory for a film and TV production and media tech company led by a veteran producer with over 1,400 hours of content created for numerous major media companies.

• Buyer assessment and M&A advisory, from public and proprietary data that was also diverse and incomplete, for an early-stage renewable energy company with ML IP and a data center in the lower middle market.

• Cross-border M&A and capital advisory to a cybersecurity company, with a focus on privacy and infrastructure.

• M&A Advisory around due diligence and structuring for a vehicle during its acquisition process of a leading low-Earth orbit satellite company.

• Target assessment and M&A advisory to a lower middle market FINRA-regulated financial services firm converting to a technology company through acquisition.

• Capital Advisory to a merchant bank around a portfolio company, a leading electric vehicle supplier, pursuing a pre-IPO capital strategy.