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

  • Monopar Therapeutics

    Capital Markets AdvisorCompleted Engagement

  • Marker Therapeutics

    $16,100,000

    PIPECo-Placement Agent

  • Unicycive Therapeutics

    Completed EngagementCapital Markets Advisor

  • Maxona Pharmaceuticals

    $6,950,000

    Series B Convertible Preferred StockExclusive Placement Agent

  • OS Therapies

    $7,100,000

    PIPEExclusive Placement Agent

  • Carmell

    $1,850,000

    PIPEExclusive Placement Agent

  • Crusoe

    $3,500,000

    Secondary SaleIntroducing Agent

  • CoreWeave

    $2,600,000

    Secondary SaleIntroducing Agent

  • Medicus Pharma

    $4,000,000

    US IPOCo-Manager

  • Abpro / Atlantic Coastal Acquisition Corp. II

    $7,000,000

    PIPEExclusive Placement Agent

  • Abpro / Atlantic Coastal Acquisition Corp. II

    $496,300,000

    MergerFinancial Advisor

  • Real Messenger / Nova Vision Acquisition Corporation

    $45,000,000

    MergerCapital Markets Advisor

  • Forte Biosciences

    $53,000,000

    PIPECo-Placement Agent

  • Intensity Therapeutics

    $3,000,000

    Registered DirectCo-Placement Agent

  • Protagenic Therapeutics

    $1,275,000

    PIPEExclusive Placement Agent

  • Rallybio

    Completed EngagementCapital Markets Advisor

  • Eyenovia

    $4,000,000

    Registered DirectCo-Placement Agent

  • Beyond Air

    $20,600,000

    PIPECo-Placement Agent

  • iBio

    Capital Markets AdvisorCompleted Engagement

  • Imunon

    Capital Markets AdvisorCompleted Engagement

  • Imunon

    $10,000,000

    Registered DirectCo-Placement Agent

  • OS Therapies

    $6,400,000

    IPOSole Bookrunner

  • VSee / Digital Health Acquisition Corp.

    $110,000,000

    MergerFinancial Advisor

  • Eyenovia

    $5,000,000

    Registered DirectCo-Placement Agent