Capital Raising

Client

Industry

Summary

Compass Energy Services
(Richmond, VA)

Energy services company

Placement of $7.5 million senior secured revolving credit facility

Caldwell/VSR, Inc.
(Weslaco, TX)

Wooden blind finisher

Placement of $3.4 million of subordinated notes

Capitol Securities Management, Inc.
(Richmond, VA)

Investment advisor/brokerage firm

Recapitalization to buy out shareholder

Clan-Lir Ventures, LLC
(Richmond,VA)

Telecommunications financial management

Equity investment in MSS Group
(Castle Rock, CO)

Continental Holdings, Inc.
(Virginia Beach, VA)

Packaging services

Raised $3.5 million for the purchase of Dixie Box and Crating, Inc.
(Norfolk, VA)

Fi-Tech, Inc.
(Richmond, VA)

Tobacco cutting knife production

Purchased Arkote, Ltd.
(Sheffield, England)

INGENCO
(Richmond, VA)

Distributed energy generation

Placement of $18 million of senior secured credit facilities

JOTAN, Inc.
(Jacksonville, FL)

Packaging distribution

Arranged $58 million in acquisition financing for the purchase of Southland Holding Company
(Corsicana, TX)

K & K Aircraft, Inc.
(Bridgewater, VA)

Aviation

Arranged for growth financing and served as financial advisor

National Packaging Solutions Group, Inc.
(Raleigh, NC)

Packaging solutions

Placement of $8 million of senior secured revolving credit facility

Payerpath, Inc.
(Richmond, VA)

Web-based financial transactions

Equity financing with Envest Ventures I, LLC
(Virginia Beach, VA)

ScholarOne, Inc.
(Charlottesville, VA)

Scholarly publishing (Internet)

Equity financing with Clan-Lir Ventures
(Richmond, VA)

XYMID, LLC
(Richmond, VA)

Advanced non-woven textiles

Provided for recapitalization through the placement of senior secured debt