Transactions

Omni Surgical, LLC

Omni Surgical, Inc.

$27,000,000

Senior Cash Flow Debt Facilities for

Dividend Recapitalization

Financing Provided By

The undersigned acted as sole placement agent and exclusive financial advisor in this transaction.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Omni Surgical, LLC

Transaction Type:

Financial advisory, private placement of Senior Term Loans

Private Public:

Private

Financing/M&A Sale Amount:

$27.0 million broken into Senior A and Senior B Term Loans

Business Description:

Leading designer, manufacturer and distributor of spinal implants and interbody devices

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CAPSTONE BUYOUT FUND, L.P.

acquired all the assets and selected
liabilities of

 

 

 

Monarchia International Inc.

The undersigned was exclusive financial advisor to Monarchia.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

CAPSTONE BUYOUT FUND, L.P.

Transaction Type:

Financial advisory & restructuring.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

Leading East coast wine distributor.

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Bluefire Wireless

The undersigned acted as financial and strategic advisor.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Bluefire Wireless

Transaction Type:

Financial advisory and private placement of debt securities.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

Mobile Virtual Network Operator providing customized company branded Subscriber Identity Module (“SIM”) cards.

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Tyree Holdings, Inc.

$56,700,000

$5,700,000 Senior Revolver

$27,000,000 Sub. Notes w/ Warrants

$16,000,000 Series A Conv. Preferred Shares

$8,000,000 Series B Conv. Preferred Shares

The undersigned acted as exclusive financial advisor in placement of securities.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Tyree Holdings, Inc.

Transaction Type:

Financial advisory, restructuring, private placement of: equity, subordinated notes and senior debt securities.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

77 year old, leading East coast based service, maintenance, construction and environmental remediation provider for the oil and gas industry.

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Capstone Buyout Fund, L.P.

formed

Allentown Metal Works, Inc.

to acquire the assets and selected liabilities of

BVI Precision Materials, Inc.

The undersigned acted as exclusive financial advisor to Capstone.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Capstone Buyout Fund, L.P.

Transaction Type:

Financial and restructuring advisory services.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

US based leading metal fabricator to the cement and mining industry.

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CAPSTONE BUYOUT FUND, L.P.

formed

Tulare Frozen Foods, LLC.

& acquired assets and selected liabilities of

Lindsay Foods International

The undersigned acted as exclusive financial advisor to Capstone.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

CAPSTONE BUYOUT FUND, L.P.

Transaction Type:

Financial advisory and valuation services.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

US based processor of high quality California frozen foods for the retail, food service and industrial sectors.

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Cornerstone

Cornerstone Overseas Investments Ltd

acquired

Wham-O, Inc.

The undersigned acted as exclusive financial advisor to Conerstone Overseas.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Cornerstone

Transaction Type:

Identified, negotiated, and advised on the acquisition of Wham-O for our client. This transaction was completed within 11 days of signing the LOI.

Private Public:

Private

Financing/M&A Sale Amount:

NA

Business Description:

Leading US outdoor recreational product designer and manufacturer

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Cornerstone

Cornerstone Overseas Investments Ltd.

$340,000,000

 

Eurodollar Syndicated
Acquisition Facility

The undersigned acted as exclusive fiancial advisor.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Cornerstone

Transaction Type:

Financing advisory

Private Public:

Private

Financing/M&A Sale Amount:

Advised on raising over $340 million in debt and equity and several acquisitions

Business Description:

Hong Kong based international holding company focused on licensing, manufacturing of toys, paper and printing, packaging and franchising of major US companies, including Marvel Entertainment, McDonalds & Coca-Cola

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Zizzle Toys LLC

$20,000,000

 

Series A Conv. Preferred Shares

The undersigned acted as exclusive financial advisor in placement of securities.

INVESTMENT BANKING - CORPORATE FINANCE - M&A

Member : FINRA & SIPC

Company Name:

Zizzle Toys LLC

Transaction Type:

Financial advisor on valuation, structuring and placement

Private Public:

Private

Financing/M&A Sale Amount:

$20 million convertible prefered shares

Business Description:

Leading US toy company

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