Transactions
$60M
Type
Debt Raise
Year
2026
Description
South American Port Refinancing
Investor
Undisclosed
$100M
Type
Debt Raise
Year
2026
Description
South American Port Refinancing
Investor
Undisclosed
$140M
Type
Debt Raise
Year
2025
Description
Maritime Shipping Fleet Financing
Investor
Undisclosed
Confidential
Type
Sell-side Acquisition
Year
2024
Description
UK Real Estate Developer Financing Provider
Investor
Arena Investors
Confidential
Type
Sell-side Acquisition
Year
2023
Description
Lending Analytics Provider
Investor
PCG US Holdings
$130M
Type
Debt and Equity Raise
Year
2021
Description
Cloud Automation SaaS Company
Investor
Morgan Stanley and Trebuchet Capital
$350M
Type
Debt Raise
Year
2021
Description
Real Estate Development of Sunseeker Resort Charlotte Harbor
Investor
Castlelake LP and PIMCO
$30M
Type
Sell-side Acquisition
Year
2021
Description
Yard Waste Recycling Business
Investor
RFE Investments and Middlemarch Capital Partners
$25M
Type
Equity Raise
Year
2020
Description
Global Outsourced Legal Services Company
Investor
Kayne Anderson Partners
$100M
Type
Debt Raise
Year
2019
Description
Commercial Auto Leasing Company
Investor
Crayhill Capital Management
Confidential
Type
Buy-side Acquisition
Year
2019
Description
Acquisition of Exari
Investor
Coupa
Confidential
Type
Equity Raise
Year
2019
Description
Travel Tech/SaaS
Investor
Morgan Stanley
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of InsideView
Investor
Confidential Buyer
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of Gearbox Software
Investor
Embracer Group
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Merger with Dynamic Signal
Investor
Dynamic Signal
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of Sparkrock
Investor
Ionic Partners
$45M
Type
Sell-side Acquisition
Year
2018
Description
Small Business Lender
Investor
Elliott Investment Management
Confidential
Type
Sell-side Acquisition
Year
2018
Description
Acquisition of Sailthru
Investor
CM Group
Confidential
Type
Sell-side Acquisition
Year
2017
Description
Acquisition of Trace3
Investor
H.I.G. Capital
Confidential
Type
Buy-side Acquisition
Year
2017
Description
Acquisition of Trace3
Confidential
Type
Special Committee Advisory
Year
2017
Description
Capital Markets Strategy for HP-Autonomy
Confidential
Type
Buy-side Acquisition
Year
2017
Description
Acquisition of BW Events Tech
Investor
Serent Capital
Confidential
Type
Sell-side Acquisition
Year
2017
Description
Acquisition of Flyte
Investor
Snap
$100M
Type
Debt and Equity Raise
Year
2017
Description
Lease-To-Own LED Lighting Company
Investor
Capstone Capital
$10M
Type
Debt Raise
Year
2016
Description
Energy Equipment Reseller
Investor
Old Lane Partners and Middlemarch Capital Partners
$22M
Type
Equity Raise
Year
2016
Description
Lease-To-Own Finance Company
Investor
PIMCO and Middlemarch Capital Partners
€21M
Type
Equity Raise
Year
2016
Description
Online Consumer Lender
Investor
Capitec Bank
$60M
Type
Debt Raise
Year
2016
Description
Small Business Lender
Investor
Main Street Financial
Confidential
Type
Sell-side Acquisition
Year
2016
Description
Acquisition of Olapic
Investor
Monotype Imaging
$17.5M
Type
Debt Raise
Year
2015
Description
Short-Term Consumer Lender
Investor
Bastion Capital
$110M
Type
Debt and Equity Raise
Year
2015
Description
Lease-To-Own Finance Company
Investor
Waterfall Asset Management and Middlemarch Partners
$350M
Type
Debt Raise
Year
2014
Description
Non-Conforming Mortgage Lender
Investor
Waterfall Asset Management
$25M
Type
Debt Raise
Year
2014
Description
Online Installment Lender
Investor
Undisclosed
Confidential
Type
Sell-side Acquisition
Year
2014
Description
Acquisition of Caring.com
Investor
Bankrate
$8M
Type
Equity Investment
Year
2012
Description
Outsourced Accounting Services
Investor
Altos and Middlemarch Principals
$100M
Type
Debt and Equity Raise
Year
2012
Description
Online Consumer Lender
Investor
Vector Capital
$6.5M
Type
Equity Investment
Year
2011
Description
Capital Markets Technology
Investor
Knight Capital and Goldman Sachs
$25M
Type
Acquisition
Year
2011
Description
Reverse Mortgage Lender
Investor
Knight Capital
$12M
Type
Equity Investment
Year
2011
Description
Block Options Trading Platform
Investor
Knight Capital, SGEP, and Morgan Stanley
$20M
Type
Acquisition
Year
2010
Description
Actively Managed ETF Issuer
Investor
Knight Capital
$10M
Type
Equity Investment
Year
2010
Description
European Equity Exchange
Investor
Knight Capital and Citadel
Confidential
Type
Sale
Year
2010
Description
Retail FX Trading
Investor
FXCM
Confidential
Type
Special Committee Advisory
Year
2010
Description
Special Committee Advisory Matter
$1M
Type
Equity Raise
Year
2009
Description
Pre-Paid Debit Card Processor
Investor
Individual Investors and Middlemarch Principals
$2.5M
Type
Equity Raise
Year
2009
Description
Insurance Telematics for Autos
Investor
Safeguard Scientifics
$2M
Type
Equity Investment
Year
2009
Description
Outsourced Accounting Services
Investor
Undisclosed and Middlemarch Principals
Confidential
Type
Special Committee Advisory
Year
2009
Description
Special Committee Advisory Matter
$8M
Type
Debt and Equity Investment
Year
2007
Description
Charged-Off Credit Trading Platform
Investor
PartnerRe, Metropolitan Partners, and Middlemarch Principals
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of Photobucket
Investor
Fox Interactive Media
Confidential
Type
Buy-side Acquisition
Year
2007
Description
Acquisition of Adify
Investor
Cox
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of Ancestry
Investor
Spectrum Equity
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of 24/7 Media
Investor
WPP
$32M
Type
Equity Raise
Year
2006
Description
SaaS Payments and Risk Management Platform
Investor
Susquehanna Growth Equity and RBC
$180M
Type
Acquisition
Year
2006
Description
Check Casher and Short-Term Lender
Investor
Diamond Castle
$564M
Type
Acquisition
Year
2005
Description
Foreign Exchange Trading Platform
Investor
State Street
NEW Services
$380M
Type
Debt Raise
Year
2005
Description
Outsourced Insurance Services Company
Investor
CIBC
Confidential
Type
Sell-side Acquisition
Year
2005
Description
Acquisition of Webclients.net
Investor
ValueClick
NEW Services
$271M
Type
Acquisition
Year
2004
Description
Outsourced Insurance Services Company
Investor
TH Lee Putnam Ventures
$40M
Type
Equity Raise
Year
2004
Description
Time-Critical Logistics Company
Investor
Context Capital
$25M
Type
Equity Raise
Year
2003
Description
Non-Prime Mortgage Lender
Investor
TH Lee Putnam Ventures
Confidential
Type
Buy-side Acquisition
Year
2001
Description
Acquisition of Auction.co (Korea)
Investor
eBay
Confidential
Type
Buy-side Acquisition
Year
2001
Description
Acquisition of Allaire
Investor
Macromedia
Confidential
Type
Sell-side Acquisition
Year
2000
Description
Mapping Software
Investor
AOL
Confidential
Type
Sell-side Transaction
Year
2000
Description
E-Commerce Company
Investor
Webvan
Confidential
Type
Merger Transaction
Year
2000
Description
Merger with Go2Net
Investor
Go2Net
Confidential
Type
Sell-side Acquisition
Year
1999
Description
Acquisition
Investor
DoubleClick
Confidential
Type
Merger Transaction
Year
1999
Description
Website
Investor
@Home Network
Confidential
Type
Merger Transaction
Year
1999
Description
Healthcare IT
Investor
Healtheon
Confidential
Type
Sell-side Acquisition
Year
1999
Description
Acquisition of PhotoDisc
Investor
Getty Images
Confidential
Type
Buy-side Acquisition
Year
1998
Description
Acquisition of MatchLogic
Investor
Excite
Confidential
Type
Sell-side Acquisition
Year
2024
Description
UK Real Estate Developer Financing Provider
Investor
Arena Investors
Confidential
Type
Sell-side Acquisition
Year
2023
Description
Lending Analytics Provider
Investor
PCG US Holdings
$100M
Type
Debt Raise
Year
2019
Description
Commercial Auto Leasing Company
Investor
Crayhill Capital Management
$45M
Type
Sell-side Acquisition
Year
2018
Description
Small Business Lender
Investor
Elliott Investment Management
$10M
Type
Debt Raise
Year
2016
Description
Energy Equipment Reseller
Investor
Old Lane Partners and Middlemarch Capital Partners
$22M
Type
Equity Raise
Year
2016
Description
Lease-To-Own Finance Company
Investor
PIMCO and Middlemarch Capital Partners
€21M
Type
Equity Raise
Year
2016
Description
Online Consumer Lender
Investor
Capitec Bank
$60M
Type
Debt Raise
Year
2016
Description
Small Business Lender
Investor
Main Street Financial
$17.5M
Type
Debt Raise
Year
2015
Description
Short-Term Consumer Lender
Investor
Bastion Capital
$110M
Type
Debt and Equity Raise
Year
2015
Description
Lease-To-Own Finance Company
Investor
Waterfall Asset Management and Middlemarch Partners
$350M
Type
Debt Raise
Year
2014
Description
Non-Conforming Mortgage Lender
Investor
Waterfall Asset Management
$25M
Type
Debt Raise
Year
2014
Description
Online Installment Lender
Investor
Undisclosed
$8M
Type
Equity Investment
Year
2012
Description
Outsourced Accounting Services
Investor
Altos and Middlemarch Principals
$100M
Type
Debt and Equity Raise
Year
2012
Description
Online Consumer Lender
Investor
Vector Capital
$6.5M
Type
Equity Investment
Year
2011
Description
Capital Markets Technology
Investor
Knight Capital and Goldman Sachs
$25M
Type
Acquisition
Year
2011
Description
Reverse Mortgage Lender
Investor
Knight Capital
$12M
Type
Equity Investment
Year
2011
Description
Block Options Trading Platform
Investor
Knight Capital, SGEP, and Morgan Stanley
$20M
Type
Acquisition
Year
2010
Description
Actively Managed ETF Issuer
Investor
Knight Capital
$10M
Type
Equity Investment
Year
2010
Description
European Equity Exchange
Investor
Knight Capital and Citadel
Confidential
Type
Sale
Year
2010
Description
Retail FX Trading
Investor
FXCM
$1M
Type
Equity Raise
Year
2009
Description
Pre-Paid Debit Card Processor
Investor
Individual Investors and Middlemarch Principals
$8M
Type
Debt and Equity Investment
Year
2007
Description
Charged-Off Credit Trading Platform
Investor
PartnerRe, Metropolitan Partners, and Middlemarch Principals
$32M
Type
Equity Raise
Year
2006
Description
SaaS Payments and Risk Management Platform
Investor
Susquehanna Growth Equity and RBC
$180M
Type
Acquisition
Year
2006
Description
Check Casher and Short-Term Lender
Investor
Diamond Castle
$564M
Type
Acquisition
Year
2005
Description
Foreign Exchange Trading Platform
Investor
State Street
$25M
Type
Equity Raise
Year
2003
Description
Non-Prime Mortgage Lender
Investor
TH Lee Putnam Ventures
$130M
Type
Debt and Equity Raise
Year
2021
Description
Cloud Automation SaaS Company
Investor
Morgan Stanley and Trebuchet Capital
$25M
Type
Equity Raise
Year
2020
Description
Global Outsourced Legal Services Company
Investor
Kayne Anderson Partners
Confidential
Type
Buy-side Acquisition
Year
2019
Description
Acquisition of Exari
Investor
Coupa
Confidential
Type
Equity Raise
Year
2019
Description
Travel Tech/SaaS
Investor
Morgan Stanley
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of InsideView
Investor
Confidential Buyer
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of Gearbox Software
Investor
Embracer Group
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Merger with Dynamic Signal
Investor
Dynamic Signal
Confidential
Type
Sell-side Acquisition
Year
2019
Description
Acquisition of Sparkrock
Investor
Ionic Partners
Confidential
Type
Sell-side Acquisition
Year
2018
Description
Acquisition of Sailthru
Investor
CM Group
Confidential
Type
Sell-side Acquisition
Year
2017
Description
Acquisition of Trace3
Investor
H.I.G. Capital
Confidential
Type
Buy-side Acquisition
Year
2017
Description
Acquisition of Trace3
Confidential
Type
Special Committee Advisory
Year
2017
Description
Capital Markets Strategy for HP-Autonomy
Confidential
Type
Buy-side Acquisition
Year
2017
Description
Acquisition of BW Events Tech
Investor
Serent Capital
Confidential
Type
Sell-side Acquisition
Year
2017
Description
Acquisition of Flyte
Investor
Snap
Confidential
Type
Sell-side Acquisition
Year
2016
Description
Acquisition of Olapic
Investor
Monotype Imaging
Confidential
Type
Sell-side Acquisition
Year
2014
Description
Acquisition of Caring.com
Investor
Bankrate
Confidential
Type
Special Committee Advisory
Year
2010
Description
Special Committee Advisory Matter
$2.5M
Type
Equity Raise
Year
2009
Description
Insurance Telematics for Autos
Investor
Safeguard Scientifics
$2M
Type
Equity Investment
Year
2009
Description
Outsourced Accounting Services
Investor
Undisclosed and Middlemarch Principals
Confidential
Type
Special Committee Advisory
Year
2009
Description
Special Committee Advisory Matter
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of Photobucket
Investor
Fox Interactive Media
Confidential
Type
Buy-side Acquisition
Year
2007
Description
Acquisition of Adify
Investor
Cox
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of Ancestry
Investor
Spectrum Equity
Confidential
Type
Sell-side Acquisition
Year
2007
Description
Acquisition of 24/7 Media
Investor
WPP
NEW Services
$380M
Type
Debt Raise
Year
2005
Description
Outsourced Insurance Services Company
Investor
CIBC
Confidential
Type
Sell-side Acquisition
Year
2005
Description
Acquisition of Webclients.net
Investor
ValueClick
NEW Services
$271M
Type
Acquisition
Year
2004
Description
Outsourced Insurance Services Company
Investor
TH Lee Putnam Ventures
Confidential
Type
Buy-side Acquisition
Year
2001
Description
Acquisition of Auction.co (Korea)
Investor
eBay
Confidential
Type
Buy-side Acquisition
Year
2001
Description
Acquisition of Allaire
Investor
Macromedia
Confidential
Type
Sell-side Acquisition
Year
2000
Description
Mapping Software
Investor
AOL
Confidential
Type
Sell-side Transaction
Year
2000
Description
E-Commerce Company
Investor
Webvan
Confidential
Type
Merger Transaction
Year
2000
Description
Merger with Go2Net
Investor
Go2Net
Confidential
Type
Sell-side Acquisition
Year
1999
Description
Acquisition
Investor
DoubleClick
Confidential
Type
Merger Transaction
Year
1999
Description
Website
Investor
@Home Network
Confidential
Type
Merger Transaction
Year
1999
Description
Healthcare IT
Investor
Healtheon
Confidential
Type
Sell-side Acquisition
Year
1999
Description
Acquisition of PhotoDisc
Investor
Getty Images
Confidential
Type
Buy-side Acquisition
Year
1998
Description
Acquisition of MatchLogic
Investor
Excite
$60M
Type
Debt Raise
Year
2026
Description
South American Port Refinancing
Investor
Undisclosed
$100M
Type
Debt Raise
Year
2026
Description
South American Port Refinancing
Investor
Undisclosed
$140M
Type
Debt Raise
Year
2025
Description
Maritime Shipping Fleet Financing
Investor
Undisclosed
$350M
Type
Debt Raise
Year
2021
Description
Real Estate Development of Sunseeker Resort Charlotte Harbor
Investor
Castlelake LP and PIMCO
$30M
Type
Sell-side Acquisition
Year
2021
Description
Yard Waste Recycling Business
Investor
RFE Investments and Middlemarch Capital Partners
$100M
Type
Debt and Equity Raise
Year
2017
Description
Lease-To-Own LED Lighting Company
Investor
Capstone Capital
$40M
Type
Equity Raise
Year
2004
Description
Time-Critical Logistics Company
Investor
Context Capital
Contact
OUR OFFICE
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New York, NY 10165
OFFICE NUMBER
(212) 913-9660
