Case Studies
Selected Engagements
A track record of successful outcomes across the capital stack, from product development to liquidity events.
Capital Raised
$75M
Raised
$75M Series B for AI Infrastructure Platform
Advised on capital formation strategy, investor outreach, and term sheet negotiation for a leading AI infrastructure company.
Strategic Partnerships
25+
Markets
Global Partnership with Fortune 500 Enterprise
Facilitated strategic partnership opening access to 25+ international markets for a B2B SaaS platform.
Growth Acceleration
$15M
ARR
Revenue Organization Build for B2B SaaS
Built and scaled revenue organization from $0 to $15M ARR in 18 months.
IPO Readiness
S-1
Ready
Pre-IPO Readiness for AI Analytics Company
Comprehensive IPO readiness assessment and execution across governance, financials, and operations.
AI Product Development
50+
Enterprise Clients
AI Platform Launch in Regulated Industry
Developed and launched AI-powered compliance platform, securing 50+ enterprise clients in first year.
M&A Advisory
$40M
Deal Value
Strategic Acquisition of AI Talent Company
Advised on strategic acquisition, from target identification through deal structuring and integration.
