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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 02/24/2025 Atlas Energy Solutions Inc. Mergers & Acquisitions Buy-Side $220.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as buy-side advisor for Atlas Energy Solutions in acquisition of Moser Energy Services Atlas Energy Solutions has acquired Moser Energy Services Financial Advisor
Published 02/19/2025 Altimmune, Inc Equity Capital Markets At the Market Offering $150.0 Million Financial Services °µÍø³Ô¹Ï served as placement agent for Altimmune on an ATM Offering ATM Lead Placement Agent
Published 02/18/2025 Community Healthcare Trust Financing, Equity Capital Markets At the Market Offering $500.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as placement agent for Community Healthcare Trust on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 02/15/2025 SailPoint Technologies Inc. Equity Capital Markets IPO Technology, Software °µÍø³Ô¹Ï served as bookrunner for SailPoint Technologies on its IPO Initial Public Offering Passive Bookrunner
Published 02/15/2025 OTG Management, Inc. Restructuring Out-of-Court Debt Restructuring Consumer, Restaurants °µÍø³Ô¹Ï served as advisor to the preferred equity holders in the company's recapitalization Out-of-Court Restructuring Financial Advisor
Published 02/13/2025 Northpointe Bancshares, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services IPO Financial Services, Depositories °µÍø³Ô¹Ï served as co-manager for Northpointe Bancshares, Inc. on its IPO Initial Public Offering Co-Manager
Published 02/13/2025 The Charles Schwab Corporation Equity Capital Markets Advisory $1.5 Billion Financial Services, Depositories °µÍø³Ô¹Ï served as financial and capital markets advisor to The Charles Schwab Corporation on its common stock and related share repurchase Repurchase of Common Stock Financial Advisor
Published 02/12/2025 Aligos Therapeutics Equity Capital Markets PIPE $105.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Aligos Therapeutics, Inc. on its PIPE offering PIPE Joint Placement Agent
Published 02/11/2025 Spindrift Soda Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as sell-side advisor for Spindrift Soda in announced majority stake investment from Gryphon Investors Spindrift Soda has been acquired by Gryphon Investors Financial Advisor
Published 02/11/2025 BOLD Production Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for BOLD Production Services, a portfolio company of OFS Energy Fund, in acquisition to Apollo Global Management affiliates BOLD Production Services, a portfolio company of OFS Energy Fund, has been acquired by Apollo Financial Advisor
Published 02/11/2025 cBEYONData Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for cBEYONData, a portfolio company of Bluestone Investment Partners, on its sale to SMX, a portfolio company of Oceansound Partners cBEYONData, a portfolio company of Bluestone Investment Partners, has been acquired by SMX, a portfolio company of Oceansound Partners Financial Advisor
Published 02/03/2025 Tectonic Therapeutics Equity Capital Markets PIPE $185.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Tectonic Therapeutic, Inc. on its PIPE offering PIPE Joint Placement Agent
Published 01/31/2025 Subsea Micropiles Mergers & Acquisitions Minority Investment €11.0 Million Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as exclusive financial advisor for Subsea Micropiles on its minority investment from The Scottish National Investment Bank and Marubeni-Itochu Steel Subsea Micropiles has received investment from The Scottish National Investment Bank and Marubeni-Itochu Steel Financial Advisor
Published 01/31/2025 Mayfair Equity Partners Private Capital Advisory Private Funds €501.0 Million Private Capital Advisory Successful Fund III raise for a firm focused on investing across digital ecosystems in the UK mid-market
 Fund III Sole Placement Agent
Published 01/31/2025 CareMax, Inc. Restructuring Chapter 11 Reorganization Healthcare, Healthcare Services °µÍø³Ô¹Ï served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published 01/31/2025 Sitemetric Financing, Equity Private Placements Minority Capital Raise Technology, Hardware, Software °µÍø³Ô¹Ï served as sole placement agent for Sitemetric on its growth investment from Gemspring Capital Sitemetric has received a growth investment from Gemspring Capital Sole Placement Agent
Published 01/31/2025 Amy's Kitchen, Inc. Financing, Debt Capital Markets Senior Term Loan Consumer, Food & Beverage °µÍø³Ô¹Ï served as financial advisor and sole arranger to Amy's Kitchen in respect to the new debt financing Senior Secured Term Loan and Delayed Draw Term Loan Sole Placement Agent
Published 01/30/2025 Viper Energy Partners Equity Capital Markets CMFO $1.3 Billion Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as co-manager for Viper Energy on its CMFO Confidentially Marketed Follow-On Offering
 Co-Manager
Published 01/30/2025 Apex Energy Mergers & Acquisitions Sell-Side $505.0 Million Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as exclusive financial advisor to Apex Energy on the sale of its Appalachian Basin natural gas upstream and associated midstream business in Pennsylvania to CNX Resources Apex Energy has sold its Appalachian Basin upstream and midstream business in Pennsylvania to CNX Resources Financial Advisor
Published 01/30/2025 Atlas Energy Solutions Inc. Equity Capital Markets CMFO $264.5 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as bookrunner for Atlas Energy on its CMFO
Confidentially Marketed Follow-On Offering Active 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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