2024

Provided GTM sales consulting for a Fortune 500 consumer goods company looking to monetize digital and data assets across the marketing ecosystem.

Provided GTM sales consulting for a $20M international marketing services company looking to increase U.S. penetration. 

Provided advisory and growth consulting to a $5M adtech platform looking to transition from a managed service company to a SaaS based business. 

Provided M&A buy-side advisory services to an independent holding company and their acquisition of a pet-services business. 

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2023

Provided GTM sales consulting, and made a minority investment in a media technology company. Currently providing exit readiness and M&A sell-side advisory work to help facilitate an M&A transaction. 

Invested in an international real estate development company focused on mixed-use developments throughout Mexico and Latin America.  

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2022

Purchased a real estate investment portfolio that controls both long-term and short-term rental properties. 

Invested in a financial infrastructure company providing clearing, custody, execution and prime brokerage services. Company is currently working through the pre-IPO process. 

Invested in an independent holding company that owns and operates various marketing services companies. 

Purchased and operate a marketing services firm that services health and wellness clients.​

Purchased, grew, and sold a multi-location, boutique fitness brand.

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