Experience across
the capital spectrum.

Capital markets

Infinity Stone Ventures Corp.

$21M

Capital Markets Advisory/Marketing

Capital markets

Austin Gold Corp.

$5M

Capital Markets Advisory/Marketing

Capital advisory

Kinesis Scientific Experts

Not disclosed

Capital Advisory

Capital advisory

Lodel Energy Resources

$66M

Capital Advisory

Equity

Numinus

$40M

Equity

Equity

Plus Products

$6M

Equity

Equity

WELL Health Technologies Corp.

$25M

Equity

Equity

GT Gold

$5.75M

Equity

Equity

The Green Organic Dutchman

$112M

Equity

Equity

HempFusion

$36M

Equity

Equity

Pure Global Cannabis Inc.

$10M

Equity

Debt

Alternative asset manager

$2B

Debt

M&A

Alternative asset manager

$300M

Minority Equity Stake (M&A)

Debt

Transportation finance

$2.5B

Debt (Specialty Finance)

Equity

Fintech — sell-side

$215M

Equity

Equity

Credit card — sell-side

$750M

Equity

Debt & equity

Specialty finance

$3.5B

Equity & Unsecured Debt

Debt

Bank — undisclosed

$400M

Debt

M&A

Aston Martin

£250M

Benjamin Alemany

Participation in a secondary transaction.

Equity

Luxury real estate investment

US$300M

Benjamin Alemany

Investment transaction experience; counterparty not disclosed.

Debt

Lender finance transaction

US$150M

Benjamin Alemany

Lender finance transaction experience; counterparty not disclosed.

M&A

Aerify Media → Sizmek

Approx. US$12M

Andreas Vagelatos

Founder and CEO; company acquired for cash and stock.

M&A

AerServ → InMobi

US$90M

Andreas Vagelatos

Founder of the mobile analytics platform subsequently acquired by InMobi.

M&A

Thor’s Hammer

Not disclosed

Alex Zastre

Sale of an outbound infrastructure business; financial-services activity retained.

M&A

BeAnywhere → SolarWinds N-able

€20M

Rob Boardman · 2014–2015

Acquisition integration; coordinated product demonstrations and training for the acquirer’s corporate development and technical teams.

Equity

Data centre infrastructure

$5M

Rob Boardman · 2015–2018

Fast Track VC founding team; investment sourcing and due diligence for seed and Series A investments.

Equity

Artificial intelligence company

$3M

Rob Boardman · 2015–2018

Fast Track VC founding team; investment sourcing and due diligence for seed and Series A investments.

Equity

IoT technology startup

$3M

Rob Boardman · 2015–2018

Fast Track VC founding team; investment sourcing and due diligence for seed and Series A investments.

Equity

Medical materials startup

$1M

Rob Boardman · 2015–2018

Fast Track VC founding team; investment sourcing and due diligence for seed and Series A investments.

Debt

Legal SaaS

$500K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

Healthcare SaaS

$300K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

HR SaaS

$400K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

SaaS company

$250K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

Gig economy SaaS

$150K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

Health product subscription company

$100K

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Debt

Four additional SaaS financings

$50K–$150K each

Rob Boardman · 2018–2020

Lighter Capital; financial due diligence, underwriting and credit assessment.

Equity

AntMind

$500K

Rob Boardman · 2023–present

Co-founder; equity fundraising to support development of a 5 MW energy infrastructure project.

M&A

Huaxin Cement / Holcim Africa

Approx. US$160M

Randy Liao · 2021

Led buyer-side acquisition work for 75% of Lafarge Zambia and 100% of Lafarge Cement Malawi: valuation, diligence, structuring, negotiation and closing.

M&A

Neucel Specialty Cellulose

Approx. US$253M

Randy Liao · 2011

Led Zhejiang Fulida’s cross-border acquisition from an investor consortium; managed valuation, diligence, financing, structuring, negotiation and closing.

M&A

Central at Garden City, Richmond

C$220M

Randy Liao

Led Modern Green Canada’s acquisition of the Walmart-anchored shopping centre; later oversaw the asset and participated in its disposition.

Strategic investment

JA Solar — Phoenix module plant

Approx. US$200M

Randy Liao · 2023–2025

U.S. General Manager, board member and overall project executive; led investment, build-out, commissioning and ramp-up of a 2 GW module plant.

Strategic investment

Glen Raven — Suzhou Industrial Park

Not disclosed

Randy Liao · 2004–2007

Supported the China manufacturing investment from analysis and company establishment through factory development and production launch.

Debt & equity

China Sunergy — convertible / equity financing

Approx. US$50M

Randy Liao · 2008–2010

Director of Treasury & Investor Relations; led U.S. convertible-bond and equity financing alongside financial and legal advisers.

Debt

China Sunergy — bank financing

Approx. US$300M

Randy Liao · 2008–2010

Director of Treasury & Investor Relations; led bank financing and related treasury work.

M&A

Amica / BayBridge seniors-housing portfolio

Not disclosed

Randy Liao · 2017–2018

Led Modern Green Canada’s pursuit of a Canadian retirement-residence portfolio, progressing to the final round; valuation, diligence, bid strategy and financing preparation.

Strategic investment

JA Solar / Corning — U.S. ingot & wafer project

Not disclosed

Randy Liao

Chinese-side General Manager for a planned 6 GW project; investment economics, commercial structure, agreements, technology transfer and partnership governance.

Debt

Nestlé — syndicated credit facility

$5.2B

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

Debt

Nestlé — syndicated credit facility

€5.8B

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

Debt

Nestlé — term loan

$400M

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

Debt

Sanofi — syndicated revolving credit facility

€8B

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

Debt

Akzo Nobel — multicurrency revolving credit facility

€1.3B

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

Debt

Kantar (WPP / Bain Capital) — term loan

€185M

Abhishek Velagapudi · 2022–2023

HSBC corporate banking analyst; credit underwriting for European multinational companies.

M&A

Kansas City Southern → Canadian Pacific

US$31B

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

Blattner Holding Company → Quanta Services

US$2.7B

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

CAI International → Mitsubishi HC Capital

US$2.9B

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

Henkels & McCoy → MasTec

US$600M

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

INTREN → MasTec

US$420M

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

Hallen Construction → Quanta Services

Not disclosed

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

M&A

AMECO North America → One Equity Partners

US$73M

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

Equity

Amazon investment in Air Transport Services Group

US$132M

Abhishek Velagapudi

CRISL, an S&P Global company; corporate issuer and debt ratings analysis associated with the transaction.

Debt

Cross-border energy market entry

US$125M facility

Shewmay Chang

Built financial analysis supporting a cross-border energy market-entry facility.

Debt

Sustainability-linked syndicated facility

US$25M participation

Shewmay Chang

Contributed to a US$25M participation in a US$1B sustainability-linked syndicated facility.

M&A

Turtletronix Inc.

Not disclosed

Theo Stambler

Co-founder; product development, manufacturing, logistics, marketing, distribution and B2B sales through the company’s eventual exit.