| Selected Transactions & Engagements by Industry
These transactions and engagements were managed by our Managing Director, as lead professional or second.
Technology Companies
ADMAR*: Principal Investment; Reverse Merger; Buy Side Acquisition; Strategic Partnership
Automated Medical Records*: Principal Investment; Strategic Partnership; Management; Founder
Cost Containment Corp.: Strategic Advisory; Sell Side Acquisition
CQI Solutions: Strategic Advisory; Principal Investment; Sell Side Acquisition
Medical Resources Inc.*: Private Placement Equity; Strategic Advisory
Mental Health Management of America*: Debt Financing; Sell Side Acquisition; Founder
Pharmaceutical Development Associates*: Principal Investment; Strategic Alliance
Physiologic Diagnostic Services*: Principal Investment
Radius Scientific: Strategic Advisory
TPA of America*: Principal Investment; 5 Buy Side Acquisitions; Strategic Partnership; Private Placement Equity & Debt; Public Offering; Founder
Training & Education Companies
Altona Education: Strategic Advisory
AMDG: Strategic Advisory
Brainstorm USA: Strategic Advisory
Curriculum Advantage: Buy Side Acquisition; Private Placement Equity
Educational Facilities Services: Private Placement Equity
Education Networks of America: Buy Side Acquisition
GoTrain: Sell Side Acquisition
Intelligent Education: Sell Side Acquisition
Inventive Communications: Strategic Advisory
Johns Hopkins Career Ladder: Grant Funding
LearnNet: Strategic Advisory
Little Planet Publishing: Strategic Advisory; Principal Investment
Medeor Interactive: Licensing Agreement
Prime Entertainment: Strategic Advisory
Professional Development Group: Strategic Advisory
Safe School Solutions: Sell Side Acquisition
SchoolKit: Strategic Advisory
Teacher Education Institute: Strategic Advisory
MC Strategies*: Strategic Advisory; Principal Investment; Private Placement Equity; Strategic Alliance; Division Mgt.; Grant Funding; Sell Side Acquisition
UND School of Nursing Online Program: Foundation Funding
Manufacturing & Distribution Companies
Centrum Industries: Strategic Advisory
HLM Design*: Private Placement; ESOP Retirement; Initial Public Offering
Immune Complex Corp.: Principal Investment; Private Placement Equity; Buy Side Acquisition
Intelligent Quisine*: Strategic Advisory; Buy Side Acquisition; Private Placement Equity
IXT Solutions: Buy Side Acquisition
Vietti Chili: Advisory
Financial Services Companies
Health Investors Ltd.*: Principal Investment; Private Placement Equity; Management; Founder
Liberty Street Capital*: Management; Founder
Pacific Capital*: Private Placement Equity; Management; Founder
Healthcare & Pharmaceutical Services
Amarillo BioSciences: Strategic Advisory
Ambulatory Surgical: Private Placement Equity
American Allergy*: Private Placement Equity
American Endoscopy Services*: Private Placement Equity; Principal Investment; Capital Restructuring
American Health Group: Sell Side Acquisition
American HealthCare Corp*: Private Placement Equity
Angell Care: Private Placement Equity, Principal Investment
Arundel Pathology Labs: Sell Side Acquisition
Avacare (Carrington Labs): Initial Public Offering
Avesis: Sell Side Acquisition
BioImaging Technologies: Principal Investment
Biomedical Reference Labs: Sell Side Acquisition
Century HealthCare: Credit Facility
ClinSites*: Strategic Advisory; Principal Investment; Private Placement Equity & Debt; 3 Buy Side Acquisitions; Strategic Partnership
ClinTrials*: Strategic Advisory; Private Placement Equity, 3 Buy Side Acquisitions
Community Care Systems: Sell Side Acquisition
Elmwood Medical: Sell Side Acquisition
EquiVision*: Strategic Advisory; Private Placement Equity; Principal Investment; 5 Buy Side Acquisitions; Initial Public Offering; Credit Facility; Strategic Partnership
Health Care International: Private Placement Equity; Principal Investment; Debt Financing
Jennings Ryan & Kolb, Inc.: Sell Side Acquisition
Med Centers, Inc.: Strategic Advisory, Initial Public Offering
MedLab: Buy Side Acquisition
National HealthCare: Strategic Advisory, 2 Private Placements Equity; Principal Investment; Credit Facility; Initial Public Offering
New England Medical Labs: Sell Side Acquisition
Omni Health Services: Strategic Advisory; 2 Sell Side Divestitures
Omni Eye Services*: Private Placement Equity
Qualicare: Private Placement Equity; 2 Bond Offerings; Credit Facility; Sell Side Acquisition
Rivendell of America: Private Placement Equity
RMI Surgical Instruments*: Strategic Advisory; Principal Investment; Division Management
Summit Health Ltd.: Initial Public Offering
Summit Hospital Management: Strategic Advisory
Sunbelt Healthcare: Strategic Advisory
SURGICOE, Inc.: Sell Side Acquisition
Vivra: Strategic Advisory
* Indicates Rights to Representation on Board of Directors
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