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served as exclusive financial advisor to
an independent title agency located in Southern California to
served as exclusive financial advisor to
a SaaS-based ERP provider for the manufacturing sector, in its strategic sale to
served as exclusive financial advisor to
a signing platform for loan document notarization, in its strategic sale to
served as exclusive financial advisor to
a CRM and borrower engagement platform built for mortgage lenders, in its Series F capital raise led by
served as exclusive financial advisor to
a nationwide provider of title insurance and settlement services, in its merger with
served as exclusive financial advisor to
an independent escrow company located in Southern California to
served as exclusive financial advisor to
an independent title agency located in St. Petersburg, Florida to
served as an industry expert to a publicly-traded
in its acquisition of a
served as an industry expert to a publicly-traded
in its acquisition of a
served as a placement agent for
in its Fund I investment from a
served as exclusive financial advisor to
a title insurance agency, in its sale to
served as exclusive financial advisor to
a full-service title & settlement company, in its sale to
served as exclusive financial advisor to
a title insurance agency, in its sale to
served as exclusive financial advisor to
a title insurance agency, in its sale to
served as exclusive financial advisor to
a title search & examination services company, in its sale to
served as exclusive financial advisor to
a title insurance underwriter, in its sale to
served as exclusive financial advisor to
a title insurance underwriter, in its sale to
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