Financial Services
| Client | Client Description | Target Description | Transaction |
|---|---|---|---|
| Achill Partners Cleveland, OH | Invests in middle market businesses. | Acts as a FINRA-licensed broker-dealer | Type: M&A, Acquisition Details: Acquired a controlling interest in SFI Capital Group (Cleveland, OH) |
| Certified Security Solutions, Inc. Independence, OH | Provides information security consulting services and software solutions focused on identity and access management to enterprise clients. | Type: Financial Advisory Details: Equity investment from Plymouth Ventures (Ann Arbor, MI) |
|
| CFI Timeshare Mortgage Trust Orlando, FL | Finances timeshare receivables. | Type: Financial Advisory Details: Debt private placement |
|
| DDR Beachwood, OH | Develops and owns real estate, principally in shopping centers. | Type: Financial Advisory Details: Co-managed follow-on offering |
|
| Homeloan.com Dallas, TX | Offers software enabled home loan information and services. | Type: Financial Advisory Details: Equity private placement |
|
| Lighthouse Insurance Group, LLC Independence, OH | Offers health insurance products, Medicare plans and advisory solutions to families and individuals throughout the United States. | Type: M&A, Sale Details: Sold to Arthur J. Gallagher & Co. (Rolling Meadows, IL) |
|
| Mutuals.com Dallas, TX | Offers software enabled financial advisory services. | Type: Financial Advisory Details: Equity private placement |
|
| Ohio Innovation Fund Cleveland, OH | Operates as an investment fund for Cleveland Tomorrow. | Type: Financial Advisory Details: Equity private placement |
|
| Park North Capital, LLC Cleveland, OH | Invests in middle market businesses. | Provides advisory services to individuals looking for health insurance coverage. | Type: M&A, Acquisition Details: Acquired a controlling interest in LIG Solutions (Independence, OH) |
| Rainbow Rentals Canfield, OH | Rents and sells home electronics, furniture, appliances, and computers to the general public. | Type: M&A, Sale Details: Sold to Rent-A-Center (Plano, TX) |
|
| Segmint Inc. Akron, OH | Provides disruptive analytics and digital marketing solutions for banks, credit unions, credit card companies, and other financial institutions. | Type: Financial Advisory Details: Equity placement with FIS (Jacksonville, FL) |
|
| Signature Inns Indianapolis, IN | Owns and operates hotels. | Type: M&A, Sale Details: Sold to Jameson Inns (Nashville, TN) |
|
| Signature Inns Indianapolis, IN | Owns and operates hotels. | Type: Financial Advisory Details: Lead managed Preferred Stock Offering |
|
| Simon Property Group Indianapolis, IN | Owns and invests in over 340 retail properties in more than 40 states and Puerto Rico, and is the largest shopping mall owner in the United States. | Type: Financial Advisory Details: Co-managed IPO |