Transactions

Served as sole financial advisor to Bakkt on its acquisition of Bumped Financial

Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital

Served as valuation advisor to Bank of America with respect to the sale of its AAA cobrand credit card portfolio to Bread Financial

Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet

Served as financial advisor to CIBC on its acquisition of the Costco Canada credit card portfolio from Capital One

Served as sole financial advisor to StoicLane on its capital raise anchored by Oaktree Capital Management in conjunction with its acquisition of Interfirst Mortgage Company

Served as sole financial advisor to Gap on its agreement to move its credit card program and portfolio to Barclays and Mastercard from Synchrony Financial and Visa

Served as sole financial advisor to Bakkt on its merger with VPC Impact, a SPAC sponsored by Victory Park Capital

Served as sole financial advisor to PayBright on its sale to Affirm

Served as sole financial advisor to Mattress Firm on its amendment of its consumer financing partnership with Synchrony Financial