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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 10/15/2025 Fulcrum Asset Management Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for Fulcrum Asset Management on its strategic Investment from Fidante Partners Fulcrum Asset Management has agreed to a strategic investment from Fidante Financial Advisor
Published 10/15/2025 FoxPath Capital Partners Mergers & Acquisitions Strategic Advisory Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as financial advisor for FoxPath Capital Partners on its strategic partnership with Reinsurance Group of America FoxPath Capital Partners has received a strategic investment from RGA
Financial Advisor
Published 10/14/2025 Inventiva Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as sole agent for Inventiva on an ATM Offering ATM Program Common Stock Sole Sales Agent
Published 10/09/2025 Bamboo Ide8 Insurance Services Debt Capital Markets - Depositories, Real Estate & Financial Services, Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as financial advisor for Bamboo Idea8 Insurance, a portfolio company of White Mountains Insurance Group, on its sale to CVC Capital Partners White Mountains Insurance Group has sold Bamboo Idea8 Insurance Services to CVC Capital Partners Sole Placement Agent
Published 10/09/2025 Midwest BankCentre Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Midwest BankCentre on its subordinated notes offering Subordinated Notes Lead Placement Agent
Published 10/07/2025 Esperion Therapeutics Equity Capital Markets CMFO $75.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Esperion Therapeutics, Inc. on its CMFO Confidentially Marketed Follow-On Offering Lead Bookrunner
Published 10/02/2025 Neptune Flood Insurance Equity Capital Markets IPO $368.4 Million Financial Services, Technology, Software °µÍø³Ô¹Ï served as bookrunner for Neptune Flood Insurance on its IPO Initial Public Offering Joint Bookrunner
Published 10/01/2025 Diamondback Energy Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as sell-side advisor for Diamondback Energy on the sale of its Environmental Disposal Systems LLC to Deep Blue Midland Basin Diamondback Energy has sold its Environmental Disposal Systems LLC to Deep Blue Midland Basin Financial Advisor
Published 10/01/2025 Unit Corporation Mergers & Acquisitions Sell-Side $120.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor for Unit Corporation on its definitive agreement to sell its wholly-owned contract drilling subsidiary, Unit Drilling Company, to Cactus Drilling Company Unit Drilling Company a wholly-owned subsidiary of Unit Corporation has been acquired by Cactus Drilling Company Financial Advisor
Published 09/30/2025 Clear Street Capital Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $221.5 Million Financial Services, FinTech °µÍø³Ô¹Ï served as joint lead placement agent for Clear Street Holdings on its senior unsecured notes offering Senior Unsecured Notes Lead Placement Agent
Published 09/30/2025 Bite Investments Mergers & Acquisitions Sell-Side $25.0 Million Financial Services, FinTech °µÍø³Ô¹Ï served as sell-side advisor for Bite Investments on its strategic growth investment from NewSpring Capital Bite Investments received a strategic growth investment from NewSpring Capital Financial Advisor
Published 09/29/2025 Phoenix Physical Therapy Financing, Debt Capital Markets Senior Term Loan Healthcare, Healthcare Services °µÍø³Ô¹Ï served as sole placement agent for Phoenix Physical Therapy & Health Services, a portfolio company of Audax Private Equity, on its senior secured term loan and delayed draw term loan & revolver Sr. Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Placement Agent
Published 09/26/2025 Olympic Bancorp Mergers & Acquisitions Sell-Side $177.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Olympic Bancorp on its announced merger with Heritage Financial Corporation Olympic Bancorp has agreed to merge with Heritage Financial Corporation Financial Advisor
Published 09/25/2025 First Savings Financial Group Mergers & Acquisitions Sell-Side $241.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for First Savings Financial Group on its announced merger with First Merchants Corporation First Savings Financial Group has agreed to merge with First Merchants Corporation Financial Advisor
Published 09/25/2025 Orange County Bancorp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Orange County Bancorp on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 09/24/2025 CNO Financial Group Mergers & Acquisitions Buy-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as buy-side advisor for CNO Financial Group on its strategic minority interest in Victory Park Capital CNO financial Group has acquired a strategic minority interest in Victory Park Capital Financial Advisor
Published 09/19/2025 Netskope Equity Capital Markets IPO $1.0 Billion Technology, Security °µÍø³Ô¹Ï served as bookrunner for Netskope on its IPO Initial Public Offering Passive Bookrunner
Published 09/19/2025 APT Healthcare Financing, Debt Capital Markets Senior Term Loan $135.0 Million Healthcare, Healthcare Services °µÍø³Ô¹Ï served as sole debt placement agent for APT Healthcare, a portfolio company of York Capital Management, on its senior term loan and delayed draw term loan & revolver Sr. Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Placement Agent
Published 09/18/2025 WaterBridge Resources Equity Capital Markets IPO $729.1 Million Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as bookrunner for WaterBridge Resources on its IPO Initial Public Offering Passive Bookrunner
Published 09/18/2025 Rithm Capital Equity Capital Markets Preferred Stock $190.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as joint book-running manager for Rithm Capital on its preferred stock offering Preferred Stock Joint Bookrunner

°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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