Representative Transactions

Representative means this is a curated selection of engagements our senior professionals have led, not a complete deal log. The transactions shown are chosen to illustrate the range of deal types, sizes, and sectors where our team has direct execution experience, from growth equity raises to large-scale debt capital markets mandates.

Not all. Some transactions were completed by our professionals during their tenures at prior institutions, including Rockefeller Capital Management, Truist Securities, GCA Advisors (acquired by Houlihan Lokey), and Wells Fargo Securities. In every case listed, our senior bankers were directly and materially involved in execution from origination through close.

Certain clients request that deal values remain confidential as a condition of the engagement. We honor those agreements without exception. The counterparties involved and the transaction types reflect the caliber of the work, even where specific values are not shown.

Our collective track record spans from targeted growth equity raises of $22M to debt capital markets mandates exceeding $6.75B. At Foundation Point Partners, our core focus is the middle market, where senior advisory relationships and direct involvement create the most meaningful impact on outcomes for founders and boards.

Yes. Our team has experience on both sides of transactions, including buy-side M&A advisory and acquisition financing. While sell-side engagements represent the majority of our mandates, we take on select buy-side assignments where our sector expertise, counterparty relationships, and process discipline add clear strategic value.