Arena Solutions

Equity Private Placement

Exclusive Financial Advisor
August 2017
Reflexis

Equity Private Placement

Financial Advisor
June 2017
Cityworks

Preferred Equity Private Placement

Exclusive Financial Advisor
October 2016
FINCAD

Mezzanine Debt Placement

Exclusive Financial Advisor
December 2015
Aras

Mezzanine Debt Placement

Exclusive Financial Advisor
November 2015
Reval

Structured Financing

Exclusive Financial Advisor
November 2014
WorldAPP

Mezzanine Debt Placement

Exclusive Financial Advisor
June 2014
Reflexis Systems, Inc.

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
December 2013
Reval

Series D Preferred Equity Private Placement

Exclusive Financial Advisor
May 2013
NextDocs

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
August 2011
Virtify

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
May 2011
Nuview Systems

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
May 2010
Virtify

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
December 2009
NuView Systems

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
April 2009
Flipswap

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
November 2008
Geomagic

Series C Preferred Equity Private Placement

Exclusive Financial Advisor
October 2008
Crisp Wireless

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
September 2008
AFS Technologies, Inc.

Series E Preferred Equity Private Placement

Exclusive Financial Advisor
August 2008
NitroSecurity

Series AA Preferred Equity Private Placement

Exclusive Financial Advisor
July 2008
411.CA

Equity Private Placement

Exclusive Financial Advisor
January 2008
SATELLIER LLC.

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
October 2007
AFS Technologies, Inc.

Series D Preferred Equity Private Placement

Exclusive Financial Advisor
September 2007
Reval

Series AA Preferred Recapitalization & Sale to

Exclusive Financial Advisor
July 2007
Adventity

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
January 2007
Apex Learning

Series AA Preferred Equity Private Placement

Exclusive Financial Advisor
August 2006
Clear Technology

Series C Preferred Equity Private Placement

Exclusive Financial Advisor
August 2006
eFashionSolutions

Series B Preferred Equity Private Placement

Exclusive Financial Advisor
July 2006
MX Logic

Series C Preferred Equity Private Placement

Exclusive Financial Advisor
December 2005
Tenrox

Financial Advisory Services

Exclusive Financial Advisor
October 2005
eBots, Inc.

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
September 2005
eFashionSolutions

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
July 2005
RedSky Technologies

Series A Preferred Equity Private Placement

Exclusive Financial Advisor
June 2005
Pelion Systems

Series AA Preferred Equity Private Placement

Exclusive Financial Advisor
January 2005