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XPT Group, Inc. has acquired W.E. Love & Associates, Inc. CMGAThe transaction took place in January 2018.
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RobertDouglas advised DeBartolo Development and OPTrust in the $30 million refinancing of the Hampton Inn & Suites Oahu/Kapolei in Kapolei, HawaiiThe undersigned acted as Exclusive Financial Advisor to DeBartolo Development and OPTrust.
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XPT Group, LLC has acquired Western Security Surplus Insurance Brokers, Inc.TAG Financial Institutions Group advised XPT Group on the transaction.
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RobertDouglas advised in the sale of the Sheraton Dallas-Fort Worth Airport Hotel to the Buccini/Pollin GroupThe undersigned acted as Exclusive Financial Advisor to The Sheraton.
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Hospitality Resorts Inc. - RefinancingRobertDouglas advised Hospitality Resorts Inc. on a CAD$213 million refinancing of the Hilton Niagara Falls/Fallsview Hotel and Suites, located in Niagara Falls, Ontario.
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RobertDouglas advised McNeill Hotel Company in securing a $38 million non-recourse senior mortgage and arranging joint venture equity for the acquisition of three select service hotels in Idaho and UtahThe 10-year, fixed-rate financing was provided by Bank of America Merrill Lynch and will be contributed to a commercial mortgage backed securitization pool.
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XPT Group, LLC - Equity Investment from B.P. Marsh & Partners PLCTAG Financial Institutions Group advised XPT Group on equity investment by BP Marsh.
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RobertDouglas advised on the refinancing of the Luxe Rodeo Drive Hotel in Beverly Hills, CaliforniaThe low-leverage, ten-year, fixed-rate, interest-only financing was provided by a leading real estate finance company and will ultimately be contributed to a commercial mortgage backed securitization pool.
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RobertDouglas advised Stout Street Hospitality on a $54 million refinancing of the Magnolia Hotel Denver with a national commercial bankThe five-year, fixed rate loan will ultimately be contributed to a CMBS securitization pool.
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Ashford Hositality Prime, Inc - Acquisition FinancingRobertDouglas advised Ashford Hositality Prime, Inc in securing a $51 million non-recourse senior mortgage to finance their acquisition of the 80-room Hotel Yountville with a national commercial bank.
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RobertDouglas advised VanTrust Real Estate LLC on the sale of Hotel Sorella Country Club PlazaHotel Sorella was acquired by a partnership between a real estate investment management firm and a privately-held hotel management company.
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Marriott St. Louis Grand - RefinancingRobertDouglas advised on the $57 million refinancing of the Marriott St. Louis Grand hotel. The five-year, floating rate financing was provided by a debt fund managed by Apollo Global Management.
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Global Bankers Insurance Group (an ELI Global Company) has acquired Bankers Life Insurance CompanyTAG Financial Institutions Group advised Global Bankers Insurance Group on the acquisition of Bankers Life Insurance Company from Bankers Financial Corporation.
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Moxian Initial Public Offering - NASDAQ: MOXC$10,005,000
Share Price: $4.00 Shares Offered: 2,501,250 The undersigned served as a placement agent for Moxian. |
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Frank Winston Crum Insurance has entered into a reinsurance agreement and general agency agreement with Clear Blue Insurance GroupFrankCrum General Agency entered into a general agency agreement and Frank Winston Crum Insurance Company executed a reinsurance agreement with Clear Blue. TAG Risk initiated and structured the transaction.
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Denihan Manhattan Collection Portfolio RestructuringRobertDouglas advised Denihan Hospitality Group in the restructuring of its joint venture partnership with Pebblebrook Hotel Trust consisting of six upper-upscale hotels in Manhattan known as the Manhattan Collection.
Client Denihan Hospitality Group JV Partner Pebblebrook Hotel Trust Portfolio Valuation $820 million |
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Denihan Hospitality Group - Portfolio RefinancingRobertDouglas advised Denihan Hospitality Group in the $320 million refinancing of its four-property portfolio comprised of the Benjamin, Shelburne NYC, Fifty NYC, and Gardens NYC. The five-year financing was provided by Broad Street Real Estate Credit Partners II, L.P., a credit fund managed by the Merchant Banking Division of Goldman Sachs.
Client Denihan Hospitality Group Financier Broad Street Real Estate Credit Partners II, L.P. Sale Proceeds $320 million |
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RobertDouglas advised a partnership of institutional private equity funds on the sale of the Tarrytown House Estate on the Hudson to a consortium of New York-based real estate investorsClient Partnership of institutional private equity funds
Buyer Consortium of New York-based real estate investors Sale Proceeds Confidential |
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TAG Financial Institutions Group has provided financial advisory services for National General Insurance Audit CommitteeTAG Financial Institutions Group has provided advisory services in connection with a $250 million debt restructuring plan.
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RobertDouglas advised 21c Museum Hotels in their selection of Junius Real Estate Partners, a specialized real estate investment unit of J.P. Morgan Private Bank, as a strategic capital and growth partnerUnder the partnership, Junius will deploy dedicated capital toward developing up to $250 million in projects for the expansion of the 21c Museum Hotels platform.
Client 21c Museum Hotels Financier Junius Real Estate Partners RE Investment Capacity $250 million |
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JLB Contracting - RecapitalizationThe undersigned acted as exclusive financial advisor to JLB Contracting.
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RobertDouglas arranged the $79 million sale of the 205-key 70 Park Avenue HotelPark Avenue Hotel is located on Park Avenue at 38th Street in the heart of Manhattan’s Park Avenue South neighborhood. The property will be managed by Mallorca-based Iberostar Hotels & Resorts – it will be their first U.S. hotel property - and will be renamed the Iberostar 70 Park Avenue.
Client (Seller) KHP Capital Partners Buyer Ponte Gadea Sale Proceeds $79 million |
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Jones Lang LaSalle Americas, Inc. has acquired Merritt & Harris, Inc.The undersigned acted as the Exclusive Financial Advisor to the seller.
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RobertDouglas advised the Sydell Group in the $17.5 million financing of the Saguaro ScottsdaleProceeds of the financing provided by an institutional debt fund will be used to retire an existing loan and to fund a guestroom renovation of the hotel.
Client (Borrower) Sydell Scottsdale LLC Lender Institutional Debt Fund Financing Proceeds $17,500,000 |
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RobertDouglas advised Castleton Hotel Partners I, LLC in the sale of the Capella Washington, D.C.Capella Washington, D.C. was sold to an affiliate of CTF Development International for $65 million, or approximately $1.3 million per key, a record price per key transaction for the local market. Following the acquisition, CTF Development International plans to rebrand the hotel under Rosewood Hotels & Resorts, its first ever in the nation’s capital.
Client (Seller) Castleton Hotel Partners I, LLC Buyer CTF Development International Sale Proceeds $65 million |
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AEU Holdings, LLC has acquired ALLInsurance Solutions Management, LLCA health benefits advisory and consulting business offering unique, proprietary and expert guidance to the small and medium size employer markets in the deployment of self-funded plans. TAG Financial Institutions Group advised management on the acquisition of ALLInsurance Solutions Management.
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Venbrook has made a strategic investment in Brooks Insurance Group, a leading wholesale insurance brokerage platformTAG Financial Institutions Group advised Brooks Insurance Group on the transaction.
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Southland Insurance Corporation (an ELI Global company) has acquired Mothe Life Insurance CompanyTAG Financial Institutions Group advised Southland National on the equity recapitalization of Mothe Life in receivership.
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Tyrogenex - Private Placement of Series E Convertible Preferred Securities - $7,200,000The undersigned acted as Exclusive Financial Advisor *
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RobertDouglas arranged the $60 million sale of the 124-key Wyndham Garden Manhattan Chelsea WestFollowing a lively auction process administered by the U.S. Bankruptcy Court for the Southern District of New York, the sale was completed at a price of approximately $485,000 per key, which represented a significant premium to the stalking horse bid. RobertDouglas was the exclusive advisor to a subsidiary of Gemini Real Estate Advisors in this sale that was the third property closing within a portfolio of four properties from the Chapter 11 proceeding.
Client (Seller) Subsidiary of Gemini Real Estate Advisors Buyer Fortuna Realty Group Sale Proceeds $60 million |
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RobertDouglas arranged the $78 million sale of this 113-key luxury boutique hotel located in the heart of Greenwich Village, New York to a Middle Eastern family officeThe sale was completed at a price of nearly $700,000 per key and, at $1,700 per square foot, is among the very highest prices ever paid in the United States for a hotel.
Client 52 West 13th P, LLC Buyer Venture comprised of Bridgeton Holdings and an offshore family office Sale Proceeds $78 million |
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RobertDouglas arranged the $38 million sale of the 72-key Best Western Seaport located in the heart of the Seaport District in New York, NY to Howard Hughes CorporationHoward Hughes Corporation acquired the hotel with the intention of incorporating it into their sweeping vision for its $1.5 billion transformation of the Seaport District. RobertDouglas was the exclusive advisor to a subsidiary of Gemini Real Estate Advisors in the sale was administered by the U.S. Bankruptcy Court for the Southern District of New York.
Client 33 Peck Slip Acquisition LLC Buyer Howard Hughes Corporation Sale Proceeds $38,300,000 |
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RobertDouglas advised Richardson Redo LLC in the sale of the Residence Inn Hartford DowntownResidence Inn Hartford Downtown is a mixed-use hotel property located in the historic Richardson Building, a former Brown Thompson department store designed by H. H. Richardson, the pre-eminent 19th Century architect.
Client Richardson Redo LLC Buyer Confidential Sale Proceeds Confidential |
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TAG Financial Institutions Group has provided M&A Advisory services for ELI Global Insurance GroupELI Global Insurance Group is a multi-sector services and investment firm that is accumulating Life Insurance Industry assets.
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RobertDouglas advised Normandy Real Estate Partners and Contrarian Capital Management in the sale of the 114-key Ames Boston HotelBoston Hotel is a boutique luxury hotel in the heart of downtown Boston, to Gencom, one of North America’s leading luxury hotel and residential investment and development firms. Through a focused and dedicated marketing process, RobertDouglas generated substantial interest for this asset that benefited from excellent market conditions and boasted outstanding quality and prime location in the heart of Boston.
Client Normandy Real Estate Partners and Contrarian Capital Management Buyer Gencom Sale Proceeds Confidential |
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Pine Brook backed the formation and provided the initial equity capitalization for Clear Blue Insurance GroupTAG Financial Institutions Group advised the founders of Clear Blue Financial Holdings in the transaction and the launch of the company.
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Congress Materials Chapter 11 RestructuringThe undersigned acted as exclusive financial advisor to Congress Materials.
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Clear Blue Insurance Group has acquired RLI Indemnity Company, a special property and casualtyTAG Financial Institutions Group advised Clear Blue on the acquisition.
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Clear Blue Insurance Group has acquired Maiden Specialty Insurance Company, an excess and surplus lines shellTAG Financial Institutions Group advised Clear Blue on the acquisition.
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Hub International Limited has acquired Oxford Coverage, a leading insurance agency focused in the nursing home and assisted livingTAG Financial Institutions Group initiated the Transaction and advised Oxford Coverage.
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RobertDouglas advised Chartres Lodging Group and Artemis Real Estate Partners on the $20.5 million acquisition financing of the Courtyard Long Beach Airport in Long Beach, CAThe newly-built property's rapid ramp-up in performance, coupled with the institutional Sponsorship team and the highly qualified management team from Kokua Hospitality, drew strong interest from a wide range of lenders, creating more favorable terms and flexible covenants for the Sponsor.
Client (Borrower) Chartres Lodging Group / Artemis Real Estate Partners Lender Confidential Financing Proceeds $20,500,000 |
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TAG Financial Institutions Group has provided financial advisory services for Vanderbilt Properties Insurance Brokerage, LLCVanderbilt Properties Insurance Brokerage, LLC is a P&C brokerage for commercial and residential exposures located throughout New York City.
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RobertDouglas advised Meyer Jabara Hotels on the $35 million financing of the Providence Marriott Downtown in Providence, Rhode IslandThe hotel's strong operating performance, the strength of the Providence market, and the strong Sponsorship team generated substantial interest from a wide variety of lenders in this financing opportunity. Ultimately, the five-year floating-rate financing was provided by ACORE Capital, who delievered attractive pricing and helped meet ownership's goals for renovating the asset.
Client (Borrower) Meyer Jabara Hotels Lender ACORE Capital Financing Proceeds $35 million |
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RobertDouglas advised an investment partnership led by Lodging Capital Partners on the acquisition financing for the Embassy Suites Seattle Tacoma International Airport in Seattle, WAWells Fargo Bank provided the $31.5 million acquisition financing.
Client (Borrower) Lodging Capital Partners Lender Wells Fargo Financing Proceeds $31.5 million |
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Yulong Eco-Materials Initial Public Offering - NASDAQ: YECO$14,062,500
Share Price: $6.75 Shares Offered: 2,250,000 The undersigned acted as exclusive financial advisor to Yulong Eco-Materials. |
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Jensyn Initial Public Offering - NASDAQ: JSYNU$39,000,000
Share Price: $10.00 Shares Offered: 3,900,000 The undersigned served as an underwriter for Jensyn Acquisition Corp. |
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AEU Holdings, LLC has acquired Tee & Gee Group, Trinity Insurance Services, Medical Cost Managers, and Younger & AssociatesThe acquisition of these four entities creates a comprehensive insurance services and distribution platform. TAG Financial Institutions Group advised management on the management buyout of Tee & Gee and the acquisition of all entities.
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Pine Brook has made an equity investment in Clear Blue Financial HoldingsTAG Financial Institutions Group advised Clear Blue Financial Holdings in the transaction.
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AEU Holdings, LLC has acquired Younger & Associates, Inc, a full service vocational and case management companyTAG Financial Institutions Group advised AEU Holdings on the acquisition of Younger.
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AEU Holdings, LLC has acquired Trinity Insurance Services, an independent insurance adjusting company and third-party administratorTAG Financial Institutions Group advised AEU Holdings on the acquisition of Trinity.
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AEU Holdings, LLC has acquired Tee & Gee, a managing general agency that provides workers’ compensation insurance to multi-employer groupsTAG Financial Institutions Group advised management on the management buyout of Tee & Gee and AEU Holdings on the acquisition of Tee & Gee.
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AEU Holdings, LLC has acquired Medical Cost Managers, a medical case management and cost containment companyTAG Financial Institutions Group advised AEU Holdings on the acquisition of Medical Cost Managers.
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TAG Financial Institutions Group has closed on an acquisition financing facility on behalf of AEU Holdings, LLC, an insurance services and distribution platformTAG Financial Institutions Group arranged the acquisition finance facility on behalf of AEUH.
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RobertDouglas advised Rockpoint Group, BlackSand Capital, and Evolution Hospitality on a redevelopment financing for the Ohana Waikiki West in Waikiki, HIThe $50 million construction financing was provided by Wells Fargo Bank.
Client (Borrower) Rockpoint Group, BlackSand Capital, and Evolution Hospitality Lender Wells Fargo Financing Proceeds $50 million |
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TAG Financial Institutions Group has closed on a debt facility on behalf of The Rubin GroupTAG Financial Institutions Group arranged the debt facility for The Rubin Group.
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RobertDouglas and Cushman & Wakefield, Inc., serving as co-advisors to an affiliate of Tampa-based DeBartolo Development, advised on the capitalization of the first phase of Ka Makana Ali‘iKa Makana Ali‘i ia a $500 million regional mall development project located in Kapolei, Hawai‘i on the island of Oah‘u, approximately 25 miles west of downtown Honolulu. The joint venture equity was provided by OPSEU Pension Trust and the $167 million construction loan for Phase I of the project was provided by The Union Labor Life Insurance Company (“ULLICO”) on behalf of its separate accounts.
Sponsor Affiliate of DeBartolo Development Capital Sources JV Equity (OPSEU Pension Trust); Construction Financing (ULLICO) Capital Proceeds JV Equity (Confidential); Construction Financing ($167 million) |
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RobertDouglas advised Clarion Partners on the refinancing of the 65-property CBM Two Hotels LP PortfolioBolstered by robust in-place cash flows, strong geographic diversification, and institutional Sponsorship, the Portfolio attracted strong interest from a wide array of lenders. The $670 million five year, fixed-rate mortgage financing was provided by Deutsche Bank.
Client (Borrower) Clarion Partners Lender Deutsche Bank Financing Proceeds $670 million |
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Duke Energy has acquired REC SolarDuke Energy acquires majority stake in REC Solar - the undersigned provided Strategic advisory and valuation services to Duke Energy.
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Thorson Insurance Services has acquired PrimeOne Insurance Company, a multi-line property and casualty insurance carrierTAG Financial Institutions Group advised on the acquisition.
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Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Scofield Construction ServicesThe undersigned acted as exclusive financial advisor to Scofield Construction Services.
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Redi-Mix Concrete, a Subsidiary of US Concrete, has acquired Mobile-CreteThe undersigned acted as exclusive financial advisor to Mobile Crete.
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RobertDouglas advised Oasis West Realty, LLC in the recently-completed $225 million refinancing of the legendary Beverly Hilton hotelCompleted with Goldman Sachs and Aareal Bank, this refinancing marks the fifth financing opportunity that the principals at RobertDouglas have had on the landmark hotel.
Client Oasis West Realty, LLC Capital Sources Goldman Sachs, Aareal Bank Financing Proceeds $225 million |
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RobertDouglas advised Hospitality Resorts Inc. in a transaction involving the refinancing of the Hilton Niagara Falls / Fallsview Hotel and Suites located in Niagara Falls, OntarioThe hotel drew substantial interest from a wide universe of lenders as a result of the strength of the Sponsorship and the hotel's highly experienced management team. Ultimately, the financing was provided by Pacific Life.
Client (Borrower) Hospitality Resorts Inc. Lender Pacific Life Financing Proceeds CAD$150 million |
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Cabot Underwriters, LLC has acquired a medical stop-loss book of businessTAG Financial Institutions Group arranged the acquisition finance facility on behalf of Cabot.
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RobertDouglas advised Canyon Land Development, LLC, a Canyon Group of Companies subsidiary, on the $25 million financing of the Amangiri resort located in Canyon Point, UtahThe financing was provided by J.P. Morgan and KSL Capital Partners. As only the second Amanresort in the U.S. with award-winning reviews, unmatched offering of amenities, and world-class design and finishes, Amangiri attracted substantial interest from a wide universe of lenders.
Client (Borrower) Canyon Land Development, LLC Lender J.P. Morgan / KSL Capital Partners Financing Proceeds $25,000,000 |
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RobertDouglas advised Cornerstone Real Estate Advisers, on behalf of Massachusetts Mutual Life Insurance Company, on the $37.5 million financing of the Hilton Sedona Resort & SpaThe long-term, fixed-rate financing was provided by a global health insurance company. The financing opportunity drew substantial interest from many debt providers as a result of the Resort's excellent sponsorship, high-quality and improving collateral, and strong in-place cash flow.
Client (Borrower) Massachusetts Mutual Life Insurance Company Lender Global health insurance company Financing Proceeds $37,500,000 |
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RobertDouglas advised Maritz, Wolff and Co. on the $12.5 million financing for the redevelopment of the Courtyard Convention Center Hotel in downtown St. Louis, MissouriRobertDouglas generated a number of attractive proposals who were attracted to the opportunity’s strong Sponsorship, well-regarded brand affiliation, and dynamic lodging market. Wells Fargo provided the financing, meeting the Sponsor’s requirement for a lender with extensive experience in hospitality construction.
Client (Borrower) Maritz, Wolff and Co. Lender Wells Fargo Bank Financing Proceeds $12,500,000 |
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National Financial Partners Corporation acquired Poulos Insurance, Inc.The undersigned initiated the transaction and advised National Financial Partners.
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Aman Resorts - Arranged $15,000,000 in senior mortgage financingThe undersigned arranged financing for the portfolio purchase.
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TAG Financial Institutions Group has made an equity investment in AEU Holdings, LLCThe equity investment was made in August 2014.
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21C Museum Hotels - Arranged over $13,000,000 of Senior Mortgage FinancingThe undersigned acted as Exclusive Financial Advisor to 21C Museum Hotels
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Arranged over $50,000,000 Joint Venture Equity and Senior Financing for the 917-key Renaissance Grand St. LouisThe undersigned acted as Exclusive Financial Advisor to Haberhill, LLC
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MedAR Finance - Facilitated the closing of a revolving purchase facility and the purchase of workers' compensation medical receivablesThe undersigned structured and negotiated the facility.
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JM International has acquired Ocean AvenueThe undersigned acted as exclusive financial advisor to JM International.
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Heritage Insurance & Casualty Insurance Co acquired $29,400,000 of unearned premiums from Sunshine State Insurance CompanyThe undersigned represented Sunshine State Insurance Company and facilitated the transaction.
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RMS Programs, LLC acquired certain assets from and hired a management group of Indemnity Insurance Corporation, RRG, in liquidationThe undersigned initiated the transaction, advised RMS, and negotiated the transaction.
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Arranged $22,000,000 Senior Financing for the 135-key Hotel ICONThe undersigned acted as Exclusive Financial Advisor to Canyon Capital Realty Advisors
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Xcovery and Tyrogenex Private Placement of $4,770,000 - Combined Series Convertible Preferred SecuritiesThe undersigned acted as Exclusive Financial Advisor *
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TAG Financial Institutions Group provided financial, management, and shareholder advisory services to U.S. REServices were provided in conjunction with raising capital and developing strategic alternatives for its reinsurance intermediary business.
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Formed and capitalized RMS Programs, LLC in order to enter the hospitality insurance marketplace as RMS Hospitality Group, LLCThe undersigned acted as Exclusive Financial Advisor to RMS Programs, LLC.
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Arranged $44,300,000 Senior Financing for the 190-key Nine Zero HotelThe undersigned acted as Exclusive Financial Advisor to KHP Fund I, L.P.
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Xcovery - Private Placement of Series C Convertible Preferred Securities $2,400,000The undersigned acted as Exclusive Financial Advisor *
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Tyrogenex - Private Placement of Series C Convertible Preferred Securities $8,600,000The undersigned acted as Exclusive Financial Advisor *
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TAG Financial Institutions Group has made an equity investment in RMS Programs, LLCTAG Financial Institutions Group has acquired a minority interest in and is providing advisory services to RMS Programs.
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The Alberleen Group and TAG Financial Institutions Group have made an investment in RMS Programs, LLC, a hospitality insurance program administratorThe undersigned made an investment in and/or provided advisory services to RMS Programs.
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TAG Financial Institutions Group has co-invested with The Alberleen Group providing RMS Programs, LLC with a working capital debt facilityThe investment was made in March 2014.
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TAG Financial Institutions Group has made an equity investment in MedAR Finance, LLC, a specialty finance companyoThe undersigned acquired a minority interest in and is providing advisory services to MedAR.
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Madison Strategic Partners NY has purchased $112,000,000 face value life insurance portfolioThe undersigned arranged financing for the portfolio purchase.
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RobertDouglas advised Oasis West Realty, LLC, in a transaction involving the re-financing of the landmark The Beverly Hilton hotel and, in addition, a facility to finance the construction of the adjacent 170-room Waldorf Astoria Beverly HillsThe financing facility was completed with affiliates of Goldman Sachs and Aareal Bank of Germany.
Client (Borrower) Oasis West Realty, LLC Lender Aareal Bank of Germany and Goldman Sachs Financing Proceeds $420 million |
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Assured Partners, Inc. has acquired AirSure Limited, a leading insurance broker focused on the aviation industryTAG Financial Institutions Group initiated the transaction, sourced AirSure, and represented Assured Partners, Inc.
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AMT Capital II, LLC has provided a Longevity Asset Purchasing Facility to Madison Strategic PartnersThe undersigned acted as Exclusive Financial Advisor to Madison Strategic Partners.
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Arranged $117,000,000 refinancing on 539-key Hilton San Francisco Financial DistrictThe undersigned acted as Exclusive Financial Advisor to the borrower.
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Arranged $26,000,000 Senior Mortgage Financing for the 235-key Residence Inn Sacramento Downtown at Capitol Park in Sacramento, CAThe undersigned acted as Exclusive Financial Advisor to the borrowing group.
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Arranged $22,600,000 Acquisition Financing for the 220-key Embassy Suites Memphis, TNThe undersigned acted as Exclusive Financial Advisor to the borrowing group.
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Arranged Debt Financing related to the acquisition of the Hilton Los Cabos Beach and Golf ResortThe undersigned acted as Exclusive Financial Advisor to Thayer Lodging Group.
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Combined Series C Bridge - Convertible Preferred SecuritiesPrivate Placement of $3,060,000. The undersigned acted as Exclusive Financial Advisor*
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Seeman & Holtz, through Centurion Life Investments, has purchased a $55,000,000 face value portfolio of life insurance policiesThe undersigned identified, valued, and structured the transaction on behalf of Seeman & Holtz.
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Arranged Debt and Private Equity Financing related to the acquisition of Aqua Waikiki Pearl HotelThe undersigned acted as Exclusive Financial Advisor to Aqua Waikiki Pearl Hotel.
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NextEra Energy has acquired Smart Energy CapitalNextEra Energy has acquired Smart Energy Capital, an independent developer and financier of commercial-scale polar PV facilities. The undersigned acted as Exclusive Financial Advisor to Smart Energy Capital.
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National Financial Partners Corporation acquired IKON Management Services, LLCThe undersigned acted as Exclusive Financial Advisor to IKON Management Services, LLC.
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Arranged Debt Financing for the Enchantment Resort & Mii Amo SpaThe undersigned acted as Exclusive Financial Advisor to Enchantment Resorts, LLC
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Combined Series B - Convertible Preferred SecuritiesPrivate Placement of $6,000,000. The undersigned acted as Exclusive Financial Advisor*
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Smart Energy Capital - Corporate Capital National Solar PV Project DeveloperThe undersigned acted as Exclusive Financial Advisor *
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Smart Energy Capital, Duke Energy, and IntegrysFunding Program $180,000,000. National Solar PV Project Developer. The undersigned acted as Exclusive Financial Advisor to Smart Energy Capital.
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