Financial Services

ClientClient DescriptionTarget DescriptionTransaction
Achill Partners
Cleveland, OH
Invests in middle market businesses.Acts as a FINRA-licensed broker-dealerType: 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
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