Our advisory and capital formation transactions have included:

Aquiline Capital Partners LLC (Private – U.S.)

• » Investment by affiliate.
  

BethRam LP (Private - US)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of hotel and conference center in Bethesda, Maryland.
  

Centerpulse (Swiss Stock Exchange)

• » Helped negotiate settlement with U.S. plaintiffs on behalf of Swiss shareholders.
  
• » Advised in selecting the optimal banking team and the structuring and execution of the $850 million global debt and equity financing.
  
• » Advised in the sale of Centerpulse to Zimmer for CHF 4.8 billion.
  
• » Sale resulted from first-ever successful hostile takeover bid in Switzerland.
  
• » Transaction was named "The 2003 Healthcare Deal of the Year" by Investment Dealers Digest.
  

Columbia Mall Associates LP (Private - US)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of 440,000 sq. ft. enclosed shopping mall.
  

Edgewater Drive LP (Private - US)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of two office buildings in Norwood, Massachusetts.
  

846 LP (Private - US)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of office building in Norwood, Massachusetts.
  

Europa Investimenti S.A.P.A (Private - Italy)

• » Advised on sale of a minority interest.
  

Excel Bank NA (Private - Brazil)

• » Advised on foreign acquisition.
  
• » Board of Directors
  

Frankel Group, Inc. (N.Y. and Cambridge, MA - Private)

• » Advised this Life Science Strategy Consultancy on ownership options resulting in recommendation not to sell.
  

Greenfield Online, Inc. (NASDAQ - US)

• » Investment by affiliate.
  
• » Board of Directors
  
• » Initiated, negotiated and arranged the funding for Management Buyout.
  
• » Advised on recapitalization and ultimate Initial Public Offering.
  

Hospitality (Private - Swiss)

• » Advised on repositioning and joint-venture with U.S. public company.
  

IAG (Private – U.S.)

• » Investment by affiliate.
  

InCentive Capital Group (Swiss Stock Exchange)

• » Negotiated CHF 1.55 billion credit facility for takeover bid.
  
• » Board of Directors
  

InCentive (Jersey) (Private - Europe)

• » Board of Directors
  

Matuschka GMBH (Private - Germany)

• » Provided restructuring management services for distressed privately owned German Bank.
  

Meadows LP (Private - US)

• » Investment by affiliate
  
• » General Partner
  
• » Advised on purchase and financing of an office building in Framingham, Massachusetts.
  

Memphis Towers and Garage, LP (Private - U.S.)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of apartments and garage in Memphis, Tennessee.
  

METROMarketing Resources (Private - US)

• » Advised one of the two owners in the buyout of the other partner and advised on financing.
  

Muni Funding Company of America (Private - US)

• » CEO
  

New England Mortgage Associates (Private - US)

• » Investment by affiliate.
  
• » General Partner
  
• » Advised on purchase and financing of pool of 137 non-performing mortgage loans.
  

New Water Street Corporation (Distressed - US)

• » Advised European banks in the restructuring of $550 million indebtedness secured by the 3.2 million square foot office building located at 55 Water Street in New York, USA.
  

Off-shore Vehicle (Private - Bermuda)

• » Structured investment vehicle for private investors.
  
• » Board of Directors
  
• » Advised on investment portfolio selection.
  

Off-shore Vehicle (Private - Channel Islands)

• » Board of Directors

Pharma/wHealth Management Company (Luxembourg Stock Exchange)

• » In conjunction with Bank Sal Oppenheim jr. & Cie. structured this open-end healthcare fund. Obtained initial $60 million in 1993. The Fund has ranged in size from $200 million to $600 million during the last 5 years and has generated annualized 13% since inception. We continue to provide advice regarding strategy, portfolio management and reporting.
  
• » Board of Directors
  

Private Company (Europe)

• » Negotiated license joint venture in Eastern Europe with NYSE-listed company.
  

RAIT (New York Stock Exchange)

• » Specialty finance company active in the real estate industry.
  
• » Originated and managed over $1 billion of mezzanine and bridge loans.
  
• » Board of Directors
  

Renewable New England, Inc. (Private - U.S.)

• » Investment by affiliate.
  
• » Advised on purchase and financing of hydroelectric dam in Maine.
  

Watch Company (Private - Swiss)

• » Advised seller in the management buyout of private label watch manufacturer. Equity provided by Prudential Venture Managers, London, England.
  

Westcore SARL (Private - Swiss)

• » Investment by affiliate.