$36.0 Million
Project Creeky
LP Portfolio Sale
Secondary Advisor
$352.0 Million
Princeton Equity Group
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Fund I
Sole Placement Agent
$400.0 Million
Callodine
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Callodine
Callodine
Callodine Group acquired Gordon Brothers Finance, a portfolio company of BlackRock
Sole Placement Agent
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Initial Public Offering
Active Bookrunner
2023 Asset & Wealth Manager Transaction Review and 2024 Forecast
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Series C Term Preferred
Active Bookrunner
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Trinitas Capital Management, LLC
Senior Unsecured Notes Offering
Sole Placement Agent
Envoi
AlTi
Envoi LLC
Envoi has been acquired by AlTi Tiedemann Global
Financial Advisor

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PublicTrust
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Public Trust Advisors, LLC
Public Trust Advisors has entered into a strategic partnership with Flexpoint Ford
Financial Advisor
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