Investment Banking Transactions & Case Studies

Representative M&A, Fundraising & Investment Transactions

Explore representative transactions advised by LGS Capital across mergers and acquisitions, capital raising, equity and debt financing, investor transactions and strategic advisory. Client names and sensitive transaction details are anonymized where confidentiality requires.

Representative mandates, filed by sector.

9 records · 7 sectors

Client confidentiality is fundamental to our advisory practice. The transactions below are anonymized and generalized where required, while preserving the underlying situation, approach and outcome.

9 entries shown.

01
Manufacturing · M&A

Cross-border acquisition

Situation
A mid-market manufacturer wanted to enter a new export market but lacked local distribution and regulatory relationships.
Approach
We identified and approached a regional competitor with the right footprint, structured the acquisition, and negotiated terms that preserved the target's key customer relationships.
Outcome
Deal closed within 7 months; client gained immediate market access without building distribution from scratch.
Sell-sideUndisclosed value
02
Technology · Fundraising

Series B equity round

Situation
A B2B SaaS company needed growth equity but its existing investor base lacked the network for a larger institutional round.
Approach
We repositioned the growth narrative around unit economics investors actually underwrite, then ran a targeted process with a shortlist of 11 funds.
Outcome
Closed with two new institutional investors, oversubscribed relative to the original target raise.
EquityUndisclosed value
03
Healthcare · Investor Match

Family office co-investment

Situation
A family office wanted healthcare sector exposure but no in-house deal sourcing or diligence capacity for direct investments.
Approach
We structured a co-investment alongside an existing institutional lead already in our pipeline, handling diligence coordination on the family office's behalf.
Outcome
Family office completed its first direct healthcare co-investment with full diligence support and no dedicated internal team required.
Co-investmentUndisclosed value
04
Consumer · M&A

Founder-led exit

Situation
A founder-owned consumer brand wanted a confidential sale process without signaling intent to staff, suppliers, or competitors.
Approach
We ran the entire process under an anonymized profile, disclosing the company's identity only to a shortlisted, NDA-bound set of qualified acquirers.
Outcome
Sale completed with zero pre-close disclosure to the market; founder-preferred confidentiality maintained throughout.
Sell-sideUndisclosed value
05
Industrial · Fundraising

Working capital facility

Situation
A manufacturing client's expansion plans were constrained by working capital, but its existing banking relationship couldn't structure suitable terms.
Approach
We structured a working capital facility with an NBFC better suited to the client's receivables cycle and approached it directly with a tailored proposal.
Outcome
Facility approved and disbursed within 9 weeks, funding the expansion on schedule.
DebtUndisclosed value
06
Technology · Investor Match

Seed-to-Series A bridge

Situation
A fast-growing startup needed bridge financing to extend runway to a priced Series A without diluting too early.
Approach
We structured a convertible note and syndicated it across a mix of existing angels and two new institutional participants.
Outcome
Bridge closed in under 6 weeks, extending runway by 8 months ahead of a priced round.
EquityUndisclosed value
07
Financial Services · HNI Advisory

Co-investment placement

Situation
An HNI client wanted exposure to a specific live fundraising mandate but wasn't positioned to participate as a standalone investor.
Approach
We structured direct co-investment access for the client alongside the institutional lead already committed to that mandate.
Outcome
Client completed a direct co-investment with institutional-grade terms and reporting access.
Co-investmentUndisclosed value
08
Logistics · M&A

Buy-side acquisition search

Situation
A logistics company wanted to expand into an adjacent region but had no established process for identifying acquisition targets.
Approach
We ran a structured target search, screened candidates against defined strategic criteria, and led approach and negotiation for the top match.
Outcome
Acquisition completed, giving the client immediate operational presence in the target region.
Buy-sideUndisclosed value
09
Consumer · Fundraising

Growth equity for retail expansion

Situation
A multi-city retail brand needed growth capital for a new-market rollout but had not previously raised institutional capital.
Approach
We prepared the company for institutional diligence — clean financials, unit economics by location — before approaching growth-stage investors.
Outcome
Raise closed with a lead investor experienced in retail rollouts, who also joined the board.
EquityUndisclosed value
4
Advisory lines represented
7
Sectors worked across
6–9 mo
Typical mandate timeline
0
Client names disclosed without consent

Fewer case studies, told properly, beat a long list of logos.

We could publish a longer list of thinner one-line summaries. We don't, because a case study that doesn't explain the situation and the approach doesn't actually tell you anything about how we work — it just tells you that a deal happened somewhere. Every mandate above follows the same Situation → Approach → Outcome structure so you can judge our judgment, not just our activity.

How this differs from a deal marketplace or advisor directory.

CapabilityAdvisor directoryDeal marketplaceLGS Capital mandates
Shows real situation & approach, not just outcome
Verified by the firm that ran the mandatePartial
Filterable by sector and advisory linePartial
Confidentiality-first by design

What stood out wasn't just that they closed the deal — it's that they'd already thought through how the other side would react to every term before we did.

Founder, consumer brand client (name withheld by request)
For businesses

Raising capital or exploring a sale

M&A advisory and debt/equity fundraising for companies of any size.

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For investors

Looking to deploy capital

Curated, qualified opportunities across sectors and deal sizes.

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For HNI clients

Growing personal wealth

Portfolio advisory and direct co-investment access into live mandates.

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About how we present mandates.

Confidentiality is core to how we operate — most clients don't want a live or recently closed transaction discussed publicly, and we honor that by default.

Yes — each case study reflects a real mandate, generalized and anonymized to remove identifying details while keeping the situation, approach, and outcome accurate.

Not without the client's explicit consent. We can discuss general deal structure and process in more depth during a live conversation about your own mandate.

No — this is a representative sample across our four advisory lines, not an exhaustive list.

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