| Transaction Description | Transaction Size (US$) | Industry | Transaction Type |
|---|
| Acted as the primary financial advisor for Creative Loafing during their 2009 bankruptcy. | Undisclosed | Media | Restructuring Advisory |
| Advised a senior housing operator in its acquisition of a long term lease for 11 senior housing facilities in Georgia and Tennessee. | 60,000,000 | Healthcare | Buy Side |
| Advised a senior housing operator in its acquisition of a long term lease for a three facility senior housing campus in Alabama. | 21,000,000 | Healthcare | Buy Side |
| Advised Creative Loafing in its acquisition of the Chicago Reader and Washington City Paper, making it one of the largest weekly alternative newspaper publishers in the US. | 32,000,000 | Media | Buy Side |
| Advised Creative Loafing in its disposition of the Raleigh Spectator, a weekly alternative newspaper in North Carolina. | 2,000,000 | Media | Sell Side |
| Advised Creative Loafing on a sale/leaseback transaction as part of the acquisition of the Chicago Reader building. | 7,500,000 | Real Estate | Acquisition Financing |
| Advised eCycling.com, an end of life asset management company. | Undisclosed | Business Services | Growth Financing |
| Advised in acquisition of a diversified portfolio of healthcare properties, operating businesses and multi-family property in Louisiana and Texas. | 100,000,000 | Healthcare | Buy Side |
| Advised large senior housing owner and operator in its acquisition of a three facility senior housing portfolio in Louisiana. | 18,000,000 | Healthcare | Buy Side |
| Advised NICORE, a medical device company, in its sale to a division of Berkshire Hathaway. | Undisclosed | Healthcare | Sell Side |
| Advised on a $4.5 million sale/leaseback of commercial real estate in Washington D.C. | 4,500,000 | Real Estate | Buy Side |
| Advised on sale of portfolio of senior housing assets | 54,000,000 | Healthcare | Sell Side |
| Advised on sale of portfolio of senior housing assets | 245,000,000 | Healthcare | Sell Side |
| Advised operator on the acquisition of a senior housing facility in Georgia. | 5,000,000 | Healthcare | Buy Side |
| Advised owner of senior housing assets in its acquisition of a senior living facility in South Florida. | 6,400,000 | Healthcare | Buy Side |
| Advised Red River Real Estate Holdings in its acquisition of an 8,000 square foot retail location in Colorado. | 2,500,000 | Real Estate | Buy Side |
| Advised RedVector Software, a continuing education provider, in its acquisition of Care2Learn. | 5,000,000 | Healthcare | Buy Side |
| Advised senior housing owner in its acquisition of a senior housing portfolio in Texas. | 10,000,000 | Healthcare | Buy Side |
| Advised senoir housing owner in recapitalization of of corporate assets. | 15,900,000 | Healthcare | Buy Side |
| Advised The Weekly Planet Company on the acquisition of the Creative Loafing group of newspapers. | 23,000,000 | Media | Buy Side |
| Arranged bridge financing to support business operations. | Undisclosed | Healthcare | Growth Financing |
| Assisted Tocagen, a brain cancer drug developer, in its Series B Financing round. | Undisclosed | Healthcare | Growth Financing |
| Evaluated certain information for the Board of Directors of a publicly traded gaming company, an out of home media company. | Valuation | Media | Valuation |
| Negotiated the redemption of a $6,000,000 equity investment made by Cox Newspapers in Creative Loafing. | 6,000,000 | Media | Recapitalization |
| Negotiated the redemption of shares and warrants for certain shareholders. | Undisclosed | Media | Recapitalization |
| Performed a valuation of a Spanish Language Radio opportunity to support a proposed investment by CitiGroup Private Equity | Valuation | Media | Valuation |
| Provided a fairness opinion to Nexland Systems which was used to support their sale to Symantec. | Fairness Opinio | Technology | Fairness Opinion |
| Represented Acuity Solutions, an Information Security Solutions provider, in its sale to FishNet Security, a Lake Capital portfolio company. | Undisclosed | Technology | Sell Side |
| Represented Nexland Systems, an internet security provider, in its sale to Symantec. | 19,600,000 | Technology | Sell Side |
| Sale of a senior housing facility in Texas. | 10,900,000 | Healthcare | Sell Side |
| Secured $4,500,000 in financing for the acquisition of a senior housing facility in Georgia from American Momentum Bank. | 4,500,000 | Healthcare | Acquisition Financing |
| Secured $7,000,000 of equity for the acquisition of land to be developed into a mixed use real estate complex in central Florida. | 7,000,000 | Real Estate | Acquisition Financing |
| Secured a $16,000,000 senior debt facility for the acquisition of land to be developed into a mixed use real estate complex in central Florida. | 16,000,000 | Real Estate | Acquisition Financing |
| Secured a $30,000,000 senior debt facility for Creative Loafing's acquisition of the Reader Group. | 30,000,000 | Media | Acquisition Financing |
| Secured a $60,000,000 structured loan used to recapitalize the Sea Glass resort complex in the Florida Keys. | 60,000,000 | Real Estate | Acquisition Financing |
| Secured $10,000,000 mezzanine loan for Creative Loafing's acquisition of the Reader Group. | 10,000,000 | Media | Acquisition Financing |
| Secured $14.3 million of subordinated debt financing for the acquisition of a diversified portfolio of healthcare properties, operating businesses and residential property in Louisiana and Texas. | 14,300,000 | Healthcare | Acquisition Financing |
| Secured $17,000,000 in senior debt for the acquisition of the Creative Loafing group of newspapers. | 17,000,000 | Media | Acquisition Financing |
| Secured $2.3 million of subordinated debt financing for a senior housing owner and operator used in its acquisition of a three facility senior housing portfolio in Louisiana. | 2,300,000 | Healthcare | Acquisition Financing |
| Secured $21.25 million equity financing for the acquisition of a diversified portfolio of healthcare properties, operating businesses and residential property in Louisiana and Texas. | 21,250,000 | Healthcare | Acquisition Financing |
| Secured $5,000,000 equity investment from Cox Newspapers for the acquisition of the Creative Loafing group of newspapers. | 5,000,000 | Media | Acquisition Financing |
| Secured $500,000 equity investment for the acquisition of a two facility senior housing portfolio in Texas. | 500,000 | Healthcare | Acquisition Financing |
| Secured $6 million asset backed credit facility for a senior housing operator from Presidential Healthcare Credit Corporation. | 6,000,000 | Healthcare | Growth Financing |
| Secured $750 thousand worth of equity financing for a senior housing operator used in its acquisition of a three facility senior housing portfolio in Louisiana. | 750,000 | Healthcare | Acquisition Financing |
| Secured a $10 million subordinated debt facility for EcoGroup to be used to develop New Port Tampa. | 10,000,000 | Real Estate | Acquisition Financing |
| Secured a $12.3 million senior debt facility from Merrill Lynch used in its acquisition of a three facility senior housing portfolio in Louisiana. | 10,300,000 | Healthcare | Acquisition Financing |
| Secured a $15 million subordinated debt facility for the acquisition of a three facility senior housing portfolio in Florida. | 15,000,000 | Healthcare | Acquisition Financing |
| Secured a $2,000,000 mortgage for the acquisition of an 8,000 square foot retail location in Colorado. | 2,000,000 | Real Estate | Acquisition Financing |
| Secured a $20,000,000 senior debt facility for Creative Loafing which was used to redeem an equity investment from Cox Newspapers. | 20,000,000 | Media | Recapitalization |
| Secured a $39 million senior debt facility for Cortex Development for the development of the Playa Crystal resort complex in the Florida Keys. | 39,000,000 | Real Estate | Construction Financing |
| Secured a $45.5 million senior debt facility for the acquisition of a diversified portfolio of healthcare properties, operating businesses and multifamily property in Louisiana and Texas. | 45,500,000 | Healthcare | Acquisition Financing |
| Secured a $48.3 million debt facility for Cortex Development for the development of the Sea Glass resort complex in the Florida Keys. | 48,300,000 | Real Estate | Acquisition Financing |
| Secured a $5.8 million construction loan to be used to construct a 120 bed Skilled Nursing facility in Texas. | 5,800,000 | Healthcare | Construction Financing |
| Secured a $6,200,000 mortgage for the acquisition of a senior living facility in South Florida. | 6,200,000 | Healthcare | Acquisition Financing |
| Secured a $89 million in debt and equity financing for EcoGroup to be used to develop New Port Tampa. | 89,000,000 | Real Estate | Acquisition Financing |
| Secured a $9,750,000 mortgage for the acquisition of a two facility senior housing portfolio in Texas from CIT Healthcare. | 9,750,000 | Healthcare | Acquisition Financing |
| Secured an $8 million mezzanine loan for Cortex Development for the development of the Playa Crystal resort complex in the Florida Keys. | 8,000,000 | Real Estate | Acquisition Financing |
| Secured an undisclosed amount of subordinated debt for the acquisition of a three facility senior housing portfolio in Florida. | Undisclosed | Healthcare | Acquisition Financing |
