Track Record

Transactions

The team has completed over 300 transactions and engagements for its clients — valued at over $35 billion — as Bookrunner, Co-Manager, Lead Placement Agent, Co-Placement Agent or Advisor.

Selected Client Transactions

Transaction results

  • Outlook Therapeutics

    $55,000,000

    Follow-OnLead-Manager

  • Neela Therapeutics

    $5,000,000

    Convertible NoteExclusive Placement Agent

  • Scaled Atomics

    Convertible NoteExclusive Placement Agent

  • Aeon Acquisition I Corp.

    $125,000,000

    IPOCo-Manager

  • Cinko

    Convertible NoteExclusive Placement Agent

  • Ocean Capital Acquisition Corporation

    $100,000,000

    IPOCo-Manager

  • Perimeter Medical Imaging AI

    CAD $6,800,000

    PIPECo-Placement Agent

  • Forte Biosciences

    Completed EngagementCapital Markets Advisor

  • Imunon

    Completed EngagementCapital Markets Advisor

  • Ernexa Therapeutics

    $9,250,000

    ATMSole Sales Agent

  • ZeroToOne.AI

    Acquisition of GroundTruthBuy-Side Financial Advisor

  • Ernexa Therapeutics

    $10,500,000

    Follow-OnExclusive Placement Agent

  • OS Therapies

    Completed EngagementCapital Markets Advisor

  • Immunic

    $200,000,000

    PIPECo-Placement Agent

  • Candel Therapeutics

    $100,000,000

    Follow-OnCo-Manager

  • Aquestive Therapeutics

    Completed EngagementCapital Markets Advisor

  • Cognition Therapeutics

    Completed EngagementCapital Markets Advisor

  • Bluerock Acquisition Corp.

    $172,500,000

    IPOCo-Manager

  • Imunon

    $7,000,000

    Registered DirectCo-Placement Agent

  • Beyond Air

    $32,000,000

    Promissory Note and ELOCFinancial Advisor

  • Imunon

    Completed EngagementCapital Markets Advisor

  • Alcyone Therapeutics

    $85,000,000

    Acquisition by BiogenFinancial Advisor

  • Genelux Corporation

    Completed EngagementCapital Markets Advisor

  • McKinley Acquisition Corp.

    $172,500,000

    IPOCo-Manager