Select Clients

Select clients.
In their stories.

Our clients’ recent transformations reflect the power of aligned vision, strategy, capital and execution. Click any company to meet the founder.

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Dropbox
$250MM Bank Credit Facility · Oct 2012

Dropbox

A file-sharing service with over 500 million registered users and the fastest SaaS company to reach $1 billion in revenue run rate.

Capital Raising Finance Accounting
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Race Technologies
Leveraged Recap & Sale · May 2023

Race Technologies

Market development, supply chain management, and technical product support for specialized automotive, motorcycle, and racing markets.

Capital Raising Finance Legal IT M&A
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CMX
$50MM Series A · May 2021

CMX

SaaS-based platform that enables enterprises to gain control and transparency over their global supply chains.

Capital Raising Finance People Ops M&A
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Rigetti
$21.5MM Convertible Note · June 2019

Rigetti Computing

Building the world's most powerful computers to help solve humanity's greatest problems.

Capital Raising Finance People Ops
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EZTexting
$21.3MM Series B · April 2018

EZTexting

Cloud-based messaging platform providing connectivity products to over 100,000 businesses.

Capital Raising Finance
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Rady Children's Genomic Medicine
$45.4MM Series A
May 2025

Rady Children's Genomic Medicine

Pioneering a medical revolution to end the diagnostic odyssey for neonatal and pediatric rare disease.

Capital Raising M&A
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Netki
$3.5MM Series Seed · June 2016

Netki

Blockchain identity company building scalable, secure, mass-market solutions helping digital currencies reach their full potential.

Capital Raising Finance People Ops
Story
Intelletrace

Intelletrace

Provides global internet, data, MPLS connectivity, and implementation, professional services, and network design solutions to enterprises worldwide.

Finance Accounting
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Pinova Therapeutics

Pinova Therapeutics

Developing a simple, cost effective and ready-to-use Naloxone product.

Finance M&A
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SAAZ

SAAZ

Innovating for the AI era of image sensing.

Finance Accounting
Hilliard Advisors

A strategic partner to extraordinary founders.

Four unicorns and counting.