Representative Transactions - Transactions

Transactions
Transaction DescriptionTransaction Size (US$)IndustryTransaction Type
Acted as the primary financial advisor for Creative Loafing during their 2009 bankruptcy.UndisclosedMediaRestructuring Advisory
Advised a senior housing operator in its acquisition of a long term lease for 11 senior housing facilities in Georgia and Tennessee.60,000,000HealthcareBuy Side
Advised a senior housing operator in its acquisition of a long term lease for a three facility senior housing campus in Alabama.21,000,000HealthcareBuy 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.32,000,000MediaBuy Side
Advised Creative Loafing in its disposition of the Raleigh Spectator, a weekly alternative newspaper in North Carolina.2,000,000MediaSell Side
Advised Creative Loafing on a sale/leaseback transaction as part of the acquisition of the Chicago Reader building.7,500,000Real EstateAcquisition Financing
Advised eCycling.com, an end of life asset management company.UndisclosedBusiness ServicesGrowth Financing
Advised in acquisition of a diversified portfolio of healthcare properties, operating businesses and multi-family property in Louisiana and Texas.100,000,000HealthcareBuy Side
Advised large senior housing owner and operator in its acquisition of a three facility senior housing portfolio in Louisiana.18,000,000HealthcareBuy Side
Advised NICORE, a medical device company, in its sale to a division of Berkshire Hathaway.UndisclosedHealthcareSell Side
Advised on a $4.5 million sale/leaseback of commercial real estate in Washington D.C.4,500,000Real EstateBuy Side
Advised on sale of portfolio of senior housing assets54,000,000HealthcareSell Side
Advised on sale of portfolio of senior housing assets245,000,000HealthcareSell Side
Advised operator on the acquisition of a senior housing facility in Georgia.5,000,000HealthcareBuy Side
Advised owner of senior housing assets in its acquisition of a senior living facility in South Florida.6,400,000HealthcareBuy Side
Advised Red River Real Estate Holdings in its acquisition of an 8,000 square foot retail location in Colorado.2,500,000Real EstateBuy Side
Advised RedVector Software, a continuing education provider, in its acquisition of Care2Learn.5,000,000HealthcareBuy Side
Advised senior housing owner in its acquisition of a senior housing portfolio in Texas.10,000,000HealthcareBuy Side
Advised senoir housing owner in recapitalization of of corporate assets.15,900,000HealthcareBuy Side
Advised The Weekly Planet Company on the acquisition of the Creative Loafing group of newspapers.23,000,000MediaBuy Side
Arranged bridge financing to support business operations.UndisclosedHealthcareGrowth Financing
Assisted Tocagen, a brain cancer drug developer, in its Series B Financing round.UndisclosedHealthcareGrowth Financing
Evaluated certain information for the Board of Directors of a publicly traded gaming company, an out of home media company.ValuationMediaValuation
Negotiated the redemption of a $6,000,000 equity investment made by Cox Newspapers in Creative Loafing.6,000,000MediaRecapitalization
Negotiated the redemption of shares and warrants for certain shareholders.UndisclosedMediaRecapitalization
Performed a valuation of a Spanish Language Radio opportunity to support a proposed investment by CitiGroup Private EquityValuationMediaValuation
Provided a fairness opinion to Nexland Systems which was used to support their sale to Symantec.Fairness OpinioTechnologyFairness Opinion
Represented Acuity Solutions, an Information Security Solutions provider, in its sale to FishNet Security, a Lake Capital portfolio company.UndisclosedTechnologySell Side
Represented Nexland Systems, an internet security provider, in its sale to Symantec.19,600,000TechnologySell Side
Sale of a senior housing facility in Texas.10,900,000HealthcareSell Side
Secured $4,500,000 in financing for the acquisition of a senior housing facility in Georgia from American Momentum Bank.4,500,000HealthcareAcquisition 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.7,000,000Real EstateAcquisition 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.16,000,000Real EstateAcquisition Financing
Secured a $30,000,000 senior debt facility for Creative Loafing's acquisition of the Reader Group.30,000,000MediaAcquisition Financing
Secured a $60,000,000 structured loan used to recapitalize the Sea Glass resort complex in the Florida Keys.60,000,000Real EstateAcquisition Financing
Secured $10,000,000 mezzanine loan for Creative Loafing's acquisition of the Reader Group.10,000,000MediaAcquisition 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.14,300,000HealthcareAcquisition Financing
Secured $17,000,000 in senior debt for the acquisition of the Creative Loafing group of newspapers.17,000,000MediaAcquisition 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.2,300,000HealthcareAcquisition 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.21,250,000HealthcareAcquisition Financing
Secured $5,000,000 equity investment from Cox Newspapers for the acquisition of the Creative Loafing group of newspapers.5,000,000MediaAcquisition Financing
Secured $500,000 equity investment for the acquisition of a two facility senior housing portfolio in Texas.500,000HealthcareAcquisition Financing
Secured $6 million asset backed credit facility for a senior housing operator from Presidential Healthcare Credit Corporation.6,000,000HealthcareGrowth 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.750,000HealthcareAcquisition Financing
Secured a $10 million subordinated debt facility for EcoGroup to be used to develop New Port Tampa.10,000,000Real EstateAcquisition 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.10,300,000HealthcareAcquisition Financing
Secured a $15 million subordinated debt facility for the acquisition of a three facility senior housing portfolio in Florida.15,000,000HealthcareAcquisition Financing
Secured a $2,000,000 mortgage for the acquisition of an 8,000 square foot retail location in Colorado.2,000,000Real EstateAcquisition Financing
Secured a $20,000,000 senior debt facility for Creative Loafing which was used to redeem an equity investment from Cox Newspapers.20,000,000MediaRecapitalization
Secured a $39 million senior debt facility for Cortex Development for the development of the Playa Crystal resort complex in the Florida Keys.39,000,000Real EstateConstruction 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.45,500,000HealthcareAcquisition Financing
Secured a $48.3 million debt facility for Cortex Development for the development of the Sea Glass resort complex in the Florida Keys.48,300,000Real EstateAcquisition Financing
Secured a $5.8 million construction loan to be used to construct a 120 bed Skilled Nursing facility in Texas.5,800,000HealthcareConstruction Financing
Secured a $6,200,000 mortgage for the acquisition of a senior living facility in South Florida.6,200,000HealthcareAcquisition Financing
Secured a $89 million in debt and equity financing for EcoGroup to be used to develop New Port Tampa.89,000,000Real EstateAcquisition Financing
Secured a $9,750,000 mortgage for the acquisition of a two facility senior housing portfolio in Texas from CIT Healthcare.9,750,000HealthcareAcquisition Financing
Secured an $8 million mezzanine loan for Cortex Development for the development of the Playa Crystal resort complex in the Florida Keys.8,000,000Real EstateAcquisition Financing
Secured an undisclosed amount of subordinated debt for the acquisition of a three facility senior housing portfolio in Florida.UndisclosedHealthcareAcquisition Financing