Track Record
All Transactions
Explore our extensive track record of successful transactions across sectors and geographies.
Completed
Building Refinancing, Miami
Debt
Junior Note Structuring – Bridge Credit
Year2020
SectorReal Estate
RegionUSA, Miami
Key Highlights
Bridge LoanRefinancingMiami Market
Completed
IBAGAR CATERING
Debt
Lending – Senior Note Financing
Year2024
SectorFood Services
RegionSpain
Key Highlights
Senior Debt
Completed
FINE ART COLLECTION
Private Markets + Alternative AssetsUndisclosed
Buy-side acquisitions – Portfolio Sourcing – Transaction Execution – Clearing
Year2024
SectorArt & Collectibles
RegionGlobal
Key Highlights
Portfolio SourcingLuxury Assets
Completed
10M USD Fraud Investigation - Resolved
Financial Investigations$10M
Undisclosed Institutional Clients
Year2023
SectorLegal/Compliance
RegionGlobal
Key Highlights
Fraud InvestigationResolutionInstitutional
Completed
AEInnova
Advisory
Funding Strategy and Commercial Advisory
Year2022
SectorCleanTech
RegionSpain
Key Highlights
Funding StrategyCommercial Advisory
Completed
Interplus Panama
Advisory
Advisory
Year2022-2025
SectorConsulting
RegionPanama
Key Highlights
AdvisoryPanama Market
Completed
Fine wine Collection
Clearing and Executions
Sourcing – Transaction Execution – Clearing
Year2020
SectorWine & Spirits
RegionFrance
Key Highlights
Portfolio SourcingWine SourcingLuxury Assets
Active
Global SFO
Advisory
Tax Restructuring – Dubai Relocation
Year2023
SectorFamily Office
RegionSaudi Arabia
Key Highlights
Tax RestructuringDubai Relocation
Active
Forbes SFO
Direct Investments
Due Diligence – Direct Investment on C Series
Year2021
SectorVenture Capital
RegionUSA
Key Highlights
Due DiligenceDirect InvestmentSeries C