Financial Services

Client
Business
Transaction
Achill Partners
Cleveland, OH
Invests in middle market businesses.
Type: M&A, Acquisition
Details: Acquisition of a controlling interest in SFI Capital Group (Cleveland, OH)
CFI Timeshare
Mortgage Trust
Orlando, FL
Finances timeshare receivables.
Type: Debt Offering
Details: Debt private placement
Homeloan.com
Dallas, TX
Offers home loan information and services.
Type: Private Equity Offering
Details: Equity private placement
Mutuals.com
Dallas, TX
Offers financial advisory services.
Type: Private Equity Offering
Details: Equity private placement
Ohio Innovation Fund
Cleveland, OH
Operates as an investment fund for Cleveland Tomorrow.
Type: Private Equity Offering
Details: Equity private placement

Segmint Inc. 

Akron, OH

Provides disruptive analytics and digital marketing solutions for banks, credit unions, credit card companies, and other financial institutions.

Type: Financial Advisory

​Details: Raised capital from FIS (Jacksonville, FL)