EnergyCite
Capital Raising
Capital raise for EnergyCite Inc. — patented smart-meter IP and an AI conservation app delivering real-time kWh usage, billing visibility, and multi-rate pricing to U.S. residential utility customers.
For Investors
Institutional access to our deal flow.
Not a portal, a direct line to senior bankers on active mandates, market perspectives, and research.
Active mandates
A selection of current mandates across capital raising, fund placement, and strategic advisory. Details are shared confidentially with qualified institutional investors.
EcoPha Biotech
Capital Raising
Cross-border raise for a dual-output biotech platform — sustainable bioplastics and aviation fuel from one non-edible feedstock, with a Queensland flagship backed by government co-funding.
Healthcare Services Platform
Debt Advisory
Debt advisory for a multi-site healthcare services platform evaluating refinancing options and covenant flexibility ahead of growth acquisitions.
Featured transactions
Representative engagements illustrating sector coverage and transaction types. Figures may reflect completed, in-progress, or confidential mandates.
Operating BusinessTechnology
Technology Platform
$800M
Enterprise Value
M&A
Growth CompanyTechnology
Vertical Software Platform
$150M
Growth Equity
Capital Raising
Operating BusinessReal Estate
Real Estate Portfolio
$500M
Total Financing
Capital Raising
Operating BusinessHealthcare
Healthcare Services Platform
$800M
Purchase Price
M&A
Growth CompanyEnergy
EnergyCite
Active
Capital Raise
Capital Raising
Growth CompanyBiotech
EcoPha Biotech
Active
Capital Raise
Capital Raising
Market insights
Perspectives on markets, sectors, and capital formation from our team.
Market Insights
Vertical AI Capital Trajectory: What H2 2026 Looks Like for Growth Rounds
Vertical AI has become one of the most contested growth-stage capital destinations. Investors are paying for workflow depth, retention, and defensible data — not model wrappers.
Market Insights
Healthcare AI Equity: What Growth-Stage Round Data Actually Shows
Healthcare AI rounds in 2025–2026 closed at premium multiples relative to horizontal software — but only for assets with reimbursement clarity, clinical validation, and enterprise distribution.
Market Insights
Family Office Allocation Shift: H2 2026 Watch
Family offices are redeploying toward direct investments, co-investments, and structured equity — with longer hold periods and sharper governance expectations than the prior cycle.
Research
Downloadable reports on markets, sectors, and capital formation.
Market OutlookEnergy & Infrastructure24 pages
Q2 2026 Energy & Infrastructure M&A Outlook
Capital Markets ReviewCross-Sector18 pages
H1 2026 Middle Market Capital Markets Review
Sector PrimerTechnology & Life Sciences20 pages
2026 Biotech & Life Sciences Financing Landscape
Sector PrimerTechnology & Life Sciences16 pages
Healthcare AI Equity Trajectory: 2026 Sector Review
Sector PrimerCross-Sector14 pages