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Northwind Logistics restructuring
Renegotiated lender terms and rebalanced exposure across three regions.
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Helios family office portfolio
Designed a diversified portfolio aligned with multi-generational goals.
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Auralis Series B raise
Led financial diligence and investor materials for a successful raise.
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Vega Manufacturing compliance
Stood up compliant payment and reporting workflows ahead of deadline.
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Kepler Holdings tax structure
Restructured holdings to eliminate redundant tax friction across entities.
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Lumen Capital fund launch
End-to-end support for fund formation, LP outreach and operational setup.
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