Precision and discretion in every transaction.
Selected Engagements
Structured and executed a sophisticated financing solution for a 73,500-square-foot $18 million commercial portfolio acquisition on behalf of a distinguished client with significant holdings across the United States.
Facilitated the acquisition of two mineral partnership funds valued at $22 million on behalf of a client aiming to diversify their portfolio and capitalize on high-potential assets within key shales plays.
During a period of significant market disruption, The Kagan Family identified an opportunity to invest in a specialized medical equipment company whose mission centered on providing essential diagnostic technology to underserved healthcare facilities at accessible price points.
The Kagan Family was engaged to structure a fractional ownership opportunity in the ultra-luxury maritime sector. Our team identified and secured appropriate investment partners for the $65 million acquisition and operational framework.
Successfully orchestrated complex deal resulting in the acquisition of a prominent hotel located in Downtown Boston, ensuring seamless transaction execution within compressed timeframes.
Managed the discreet acquisition of a significant contemporary art collection between private collectors, with meticulous attention to provenance, valuation, and transfer logistics. The transaction was valued at €28 million.
Guided a pioneering data analytics firm through the process of identifying and securing a strategic investment partner, culminating in a successful public offering that exceeded initial valuation expectations.
Arranged growth capital for a family-owned luxury experiential travel enterprise with operations throughout North America. The investment enabled the preservation of the company’s distinctive service philosophy while expanding its capacity to meet increasing demand.
