Experience

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Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Glen Lennox, LLC
Real Estate Industry
April 2017

Sell Side Advisory
GreenWizard, Inc. – Sold its Assets in a §363 Sale to UL, LLC
Information Technology Industry
June 2016

Private Placement Offering
Roberts Capital Partners, LLC – Private Placement Offering for Bradley Park Apartments, LLC – $6,500,000
Real Estate Industry
December 2015

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Grubb Southeast Real Estate Fund V, LLC – $30,000,000
Real Estate Industry
September 2015

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Park Charlotte, LLC – $1,375,000
Real Estate Industry
December 2014

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Grubb Unit Offering – $1,450,120
Real Estate Industry
November 2014

Sell Side Advisor
Decision Support LLC – has sold certain assets to VR Systems Inc.
Information Technology Industry – Software
September 2014

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Grubb Southeast Multifamily Fund IV, LLC – $25,000,000
Real Estate Industry
April 2014

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Grubb Southeast Value-Add Apartment Fund, LLC – $30,000,000
Real Estate Industry
March 2014

Sell Side Advisory
CompanionCabinet Software, LLC – d/b/a BreakFront – has been acquired by its management team
Information Technology Industry – Software
February 2014

Strategic Advisory
Kewaunee Scientific Corporation (NASDAQ: KEQU) acquired all outstanding minority shares of its subsidiary Kewaunee Labway Asia Pte. Ltd
Laboratory Furniture Industry
July 2013

Private Placement Offering
Grubb Properties, Inc. – Private Placement Offering for Grubb Note Program – $15,000,000
Real Estate Industry
March 2013

Sell Side Advisory
Airimba Wireless, Inc. – d/b/a WindChannel Communications, Inc – merged with AireWire, Inc.
Information Technology Industry – Services
Telecom Industry – Wireless

Buy Side Advisory
Cass Information Systems, Inc. (NASDAQ: CASS) – Buy Side Advisory
Business Services Industry
2010

Strategic Advisory
Quantum Clinical Navigation System
Subsidiary of Southeast Anesthesiology Consultants
Healthcare Technology Industry

Sell Side Advisory
Wired Logic, Inc. – d/b/a DealerWire® – acquired by DealerTrack Holdings, Inc. (NASDAQ: TRAK)
Information Technology Industry – Software

Strategic Advisory
Charles and Colvard, Ltd. (NASDAQ: CTHR)
Consumer Products Industry

Sell Side Advisory
President of Exervio Management Consulting Sells Ownership Stake to Senior Management Team
Information Technology Industry – Services

Sell Side Advisory
Nexus Consulting Group, L.L.C. acquired by Project Leadership Associates, Inc.
Information Technology Industry – Services

Sell Side Advisory
Princeton Softech acquired by Aonix
Information Technology Industry – Software and Services

Sell Side Advisory
Instantel, Inc. acquired by SE Capital, LLC
Information Technology Industry – Software

Sell Side Advisory
Montclair Financial Technology, Inc. acquired by Netlik LLC
Information Technology Industry – Software
February 2001