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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 01/29/2025 Beta Bionics, Inc. Equity Capital Markets IPO $221.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as bookrunner for Beta Bionics, Inc. on its IPO and concurrent private placement
Initial Public Offering Active Bookrunner
Published 01/29/2025 Stryker Financing, Debt Capital Markets Senior Term Loan Healthcare, Med-Tech °µÍø³Ô¹Ï served as sole debt placement agent on the senior secured term loan and revolver associated with Viscogliosi Brothers’ acquisition of the Core Spine implant business of Stryker. The transaction will establish a standalone business named VB Spine, LLC Sr. Secured Term Loan & Revolver Sole Placement Agent
Published 01/28/2025 HomeTrust Bancshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for HomeTrust Bancshares in agreed sale of its two branches in Knoxville to Apex Bank
HomeTrust Bancshares has agreed to sell two branches in Knoxville, TN to Apex Bank Financial Advisor
Published 01/23/2025 Alpha Omega Mergers & Acquisitions Buy-Side Technology, Defense & Government °µÍø³Ô¹Ï served as buy-side advisor for Alpha Omega on its acquisition of SeKON Alpha Omega has acquired SeKON Financial Advisor
Published 01/23/2025 Alpha Omega Mergers & Acquisitions Buy-Side Technology, Defense & Government °µÍø³Ô¹Ï served as buy-side advisor for Alpha Omega on its acquisition of MacroSolutions Alpha Omega has acquired MacroSolutions Financial Advisor
Published 01/15/2025 Flowco Equity Capital Markets IPO $491.3 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as bookrunner for Flowco Inc. on its IPO
 Initial Public Offering Active Bookrunner
Published 01/15/2025 Redwood Trust Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $90.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as bookrunner for Redwood Trust, Inc. on its senior notes offering
 Senior Notes Passive Bookrunner
Published 01/14/2025 New York Mortgage Trust Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $82.5 Million Financial Services, Real Estate, Specialty Finance °µÍø³Ô¹Ï served as bookrunner for New York Mortgage Trust on its senior notes offering
 Senior Notes Passive Bookrunner
Published 01/13/2025 UniVista Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for UniVista Insurance, a portfolio company of Avance, in majority investment from GRAM Asset Managment UniVista Insurance, a portfolio company of Avance, has received a majority investment from GRAM Asset Managment Financial Advisor
Published 01/13/2025 Precision Coating Company, Inc. Financing, Debt Capital Markets Sell-Side $152.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as financial advisor for Precision Coating in the sale of majority assets to Integer Holdings Corporation
 Precision Coating Company has been acquired by Integer Financial Advisor
Published 01/10/2025 CNB Financial Corporation Mergers & Acquisitions Merger $214.0 Million Financial Services, Depositories °µÍø³Ô¹Ï has rendered a fairness opinion to CNB Financial Corp for its announced merger with ESSA Bancorp CNB Financial Corporation has agreed to merge with ESSA Bancorp Financial Advisor
Published 01/10/2025 Acteon Group Ltd. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Deepwater Corrosion Services Inc., a wholly owned subsidiary of Acteon Group, has completed a buy-out backed by an undisclosed investment group
 Deepwater, a subsidiary of Acteon Group, has completed a buy-out backed by an undisclosed investment group Passive Bookrunner
Published 01/07/2025 Fix It Group Mergers & Acquisitions Sell-Side Services & Industrials, Residential Services °µÍø³Ô¹Ï served as exclusive financial advisor for Fix-It, a portfolio company of New Harbor Capital, on its sale to Two Parks Capital

 Fix-It Group, a portfolio company of New Harbor Capital, has been acquired by Two Parks Capital

 Financial Advisor
Published 01/06/2025 Independence Contract Drilling Restructuring Strategic Alternatives Review Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published 01/06/2025 Crump Life Insurance Services & Crump Insurance Services Mergers & Acquisitions Division Carve Out Financial Services, Insurance °µÍø³Ô¹Ï served as financial advisor for TIH Insurance Holdings in the announced sale of Crump Life Insurance Services to AmeriLife Group TIH has announced the sale of Crump Life Insurance Services to AmeriLife Group Financial Advisor
Published 01/03/2025 Ace Well Technology Mergers & Acquisitions Strategic Advisory Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor for Ace Well Technology in acquisition to Varel Energy Solutions
 Ace Well Technology has been acquired by Varel Energy Solutions Financial Advisor
Published 01/02/2025 MyHealthTeams, Inc. Mergers & Acquisitions Sell-Side Healthcare °µÍø³Ô¹Ï served as sell-side advisor for MyHealthTeam, in acquisition to Swoop, a portfolio company of New Mountain Capital
MyHealthteam has been acquired by Swoop, a portfolio company of New Mountain Capital Financial Advisor
Published 12/31/2024 American Savings Bank Financing Majority Stake Sale Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor to Hawaiian Electric Industries in connection to the completed sale of 90.1% of the common stock of American Investors to Independent Investors Majority Stake Sale Sole Placement Agent
Published 12/31/2024 Delaget Mergers & Acquisitions Sell-Side Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Delaget, a portfolio company of Border Foods and Northern Pacific Group, in acquisition to PAR Technology Corporation Delaget, a portfolio company of Border Foods and Northern Pacific Group has been acquired by PAR Technology Corporation Financial Advisor
Published 12/31/2024 Incora Restructuring Chapter 11 Reorganization Services & Industrials, Distribution °µÍø³Ô¹Ï served as advisor to the UCC in the company’s $3.2B chapter 11 Chapter 11 Reorganization
Creditor Advisor 		Financial Advisor

°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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