Investment Bank
Newport Beach, California HQ
Project Water
Syndicate of Private Equity
December 2025
Project Lemon Lime
Italian Branded Juice Co
October 2025
TJ Russoc
Treaty Oak
September 2023
Daphne's California Greek
Elite Restaurant Group
September 2017
Undisclosed
Hillstar Capital
August 2017
Helen Grace
BBX Capital
August 2015
Jer's Chocolates
BBX Capital
July 2015
FrontRunners Footware
Surefoot
June 2014
Tinas Gourmet Pastries
Prairie City Bakery
May 2013
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