REPRESENTATIVE EXPERIENCE
Kristin E. Taylor
Advised Charlotte-based Foro Holdings, Inc., a commercial lending services provider, on its acquisition of Bridge, a digital platform built by Citi to connect small and medium-sized businesses to a diverse group of lenders for business loans. As part of the transaction, Citi joined Foro’s investors, including TTV Capital, US Bank and Correlation Ventures, in an additional capital investment in Foro to support the continued growth of the business.
Advised an investment bank and financial services firm as the lead investor in the growth equity financing of a leading developer of an insurance brokerage and management platform.
Advised an investment bank and financial services firm as the lead investor in the growth equity financing of a leading provider of account opening, loan origination, and BNPL financing solutions.
Advised an investment bank and financial services firm as the lead investor in the equity financing of a leading provider of crypto financial intelligence.
Advised an investment bank and financial services firm as the lead investor in the growth equity financing of a leading global payments enablement and software company.
Regularly advise subsidiaries of a leading global EdTech and workforce solutions provider in connection with various minority equity and convertible debt investments in early-stage and growth-stage EdTech and workforce solutions companies.
Advised a consortium of global financial institutions as investors in an equity financing of a leading fintech solutions provider of voice communication and analytics platforms, technologies, and services designed for the unique needs of financial institutions and other financial services customers.
Represented a private equity-backed provider of residential HVAC services in its several acquisitions of other HVAC service providers, as well as plumbing and electricity service providers.
Represented a private equity firm in connection with the exit of its investment in a leading multi-market audience development and specialist digital content company.
Advised Exact Sciences Corporation (NASD: EXAS), a leading provider of cancer screening and diagnostics tests, on its acquisition of Resolution Bioscience, Inc., a developer of next-generation sequencing-based precision oncology solutions.