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Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/31/2026 Cornerstone Capital Bank Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï has advised Cornerstone Capital Bank on its announced acquisition of Peoples Bank Cornerstone Capital Bank has agreed to acquire Peoples Bank Financial Advisor
Published 11/10/2025 BFG Supply Co., LLC Restructuring Special Situations Financing $300.0 Million Consumer °µÍø³Ô¹Ï served as advisor to the company on its $300M recapitalization and new money transaction Recapitalization Financial Advisor
Published 11/04/2025 Amber Infrastructure Limited Mergers & Acquisitions Buy-Side $2.4 Billion Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as financial advisor for La Caisse and Amber Infrastructure Group on their investment in Sizewell C La Caisee and Amber Infrastructure Group have invested in Sizewell C Financial Advisor
Published 11/03/2025 Nivel Parts & Manufacturing Co., LLC Restructuring Out-of-Court Debt Restructuring $500.0 Million Services & Industrials, Automotive Aftermarket °µÍø³Ô¹Ï served as advisor to the company on its $500M recapitalization and new money transaction Recapitalization Financial Advisor
Published 10/31/2025 Mutual Bancorp Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Mutual Bancorp on its announced merger with Bluestone Bank Mutual Bancorp has agreed to merge with Bluestone Bank Financial Advisor
Published 10/31/2025 OrganOx Mergers & Acquisitions Sell-Side $1.5 Billion Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for OrganOx on its sale to Terumo OrganOx has been acquired by Terumo Financial Advisor
Published 10/31/2025 Tompkins Financial Corporation Mergers & Acquisitions Division Carve Out Financial Services, Depositories, Insurance °µÍø³Ô¹Ï served as financial advisor for Tompkins Financial Corporation on its sale of Tompkins Insurance Agencies, Inc. to Arthur J. Gallagher & Co. Tompkins Financial has sold Tompkins Insurance Agencies to Arthur J. Gallagher & Co. Financial Advisor
Published 10/31/2025 Reliance First Capital, LLC Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sell-side advisor for Reliance First Capital, LLC on its announced sale to Carrington Holding Company, LLC Reliance First Capital, LLC has agreed to be acquired by Carrington Holding Company, LLC Financial Advisor
Published 10/29/2025 Savara Equity Capital Markets CMFO $130.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Savara on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 10/27/2025 Xylem Kendall Mergers & Acquisitions Strategic Advisory Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as financial advisor for Sterling Investment Partners on the closing of a single-asset continuation vehicle recapitalization of XKIG Sterling Investment Partners has placed XKIG in a single-asset continuation vehicle Financial Advisor
Published 10/27/2025 Park National Corporation Mergers & Acquisitions Buy-Side $317.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Park National Corporation on its announced acquisition of First Citizens National Bank Park National Corporation has agreed to acquire First Citizens National Bank Financial Advisor
Published 10/27/2025 Sotherly Hotels Mergers & Acquisitions Sell-Side $46.1 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sell-side advisor for the Special Committee of the Board of Directors of Sotherly Hotels on its announced acquisition by a joint venture backed by Kemmons Wilson Hospitality Partners and Ascendent Capital Partners Sotherly Hotels has agreed to be acquired by Kemmons Wilson Hospitality Partners and Ascendant Capital Partners Financial Advisor
Published 10/23/2025 Potbelly Corporation Mergers & Acquisitions Take Private $566.0 Million Consumer, Restaurants °µÍø³Ô¹Ï served as exclusive financial advisor to Potbelly Corporation on its sale to RaceTrac Potbelly has been acquired by RaceTrac Financial Advisor
Published 10/23/2025 MidwestOne Financial Group Mergers & Acquisitions Sell-Side $864.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for MidWestOne Financial Group, Inc. on its announced merger with Nicolet Bankshares, Inc. MidWestOne Financial Group, Inc. has agreed to merge with Nicolet Bankshares, Inc. Financial Advisor
Published 10/22/2025 Tamboran Resources Equity Capital Markets CMFO Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as co-manager for Tamboran Resources on its CMFO Confidentially Marketed Follow-On Offering Co-Manager
Published 10/20/2025 HBT Financial Mergers & Acquisitions Buy-Side $170.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for HBT Financial, Inc. on its announced acquisition of CNB Bank Shares, Inc. HBT Financial has agreed to acquire CNB Bank Shares, Inc. Financial Advisor
Published 10/16/2025 Praxis Precision Medicines Equity Capital Markets CMFO $603.8 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Praxis Precision Medicines on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 10/16/2025 Decatur Bancshares Equity Capital Markets Subordinated Notes $10.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served sole placement agent for Decatur Country Bank on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 10/16/2025 Bank or Montreal Mergers & Acquisitions Division Carve Out Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Bank of Montreal on its announced branch sale to First Citizens Bancshares
 Bank of Montreal has agreed to sell 138 branches to First Citizens Bank Financial Advisor
Published 10/15/2025 Adagio Medical Inc. Equity Capital Markets PIPE $50.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as placement agent for Adagio Medical on its PIPE offering PIPE Sole Placement Agent

°µÍø³Ô¹Ï acquired TRS Advisors on 12/31/2020, Stamford Partners on 6/13/2022, DBO Partners on 10/10/2022, Aviditi Advisors on 8/23/2024 and G Squared Capital Partners on 9/12/2025, transactions completed prior were executed by the respective firm.

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