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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 12/31/2024 | American Savings Bank | Financing | Majority Stake Sale |
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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 | 12/27/2024 | Rotating Machinery Services, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment, Services & Industrials, Industrial Services | °µÍø³Ô¹Ï served as sell-side advisor for Rotating Machinery Services, a portfolio company of Cortec Group, in acquisition to Arcline Investment Management | Rotating Machinery Services, a portfolio company of Cortec Group, has been acquired by Arcline Investment Management | Financial Advisor | |
| Published | 12/27/2024 | Personalis, Inc | Equity Capital Markets | At the Market Offering | $50.0 Million | Image
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Healthcare, Life Sciences Tools & Diagnostics | °µÍø³Ô¹Ï served as placement agent for Personalis on an ATM offering | ATM | Sole Placement Agent |
| Published | 12/24/2024 | AppView X | Mergers & Acquisitions | Sell-Side | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor for AppViewX on acquisition to Haveli | AppViewX has been acquired by Haveli | Financial Advisor | |
| Published | 12/20/2024 | VTX Energy Partners | Mergers & Acquisitions | Division Carve Out | $245.0 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure | °µÍø³Ô¹Ï served as financial advisor for VTX Energy Partners, a portfolio company of Vitol Inc, on the sale of its Southern Delaware Basin surface acreage to LandBridge | VTX Energy Partners has sold its Southern Delaware Basin surface acreage to LandBridge | Financial Advisor |
| Published | 12/20/2024 | Monopar Therapeutics | Equity Capital Markets | Registered Direct | $40.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Monopar Therapeutics Inc. on its RD and PIPE offering | Underwritten Registered Direct and PIPE | Active Bookrunner |
| Published | 12/20/2024 | CORE Manticore Fuels | Financing, Debt Capital Markets | Senior Term Loan | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sole debt placement agent to Permian Global (CORE). | Senior Secured Term Loan & Delayed Draw Term Loan | Sole Placement Agent | |
| Published | 12/18/2024 | Valiant Solutions | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as financial advisor for Valiant Solutions on its strategic investment from Bluestone Investment Partners | Valiant Solutions has received a strategic investment from Bluestone Investment Partners | Financial Advisor | |
| Published | 12/17/2024 | Norwood Financial Corp. | Equity Capital Markets | CMFO | $26.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Norwood Financial Corp. on its CMFO |
Common Stock Offering | Lead Bookrunner |
| Published | 12/12/2024 | M1 Bancshares, Inc. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $20.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sole placement agent for M1 Bancshares, Inc on its subordinated notes offering | Subordinated Notes | Sole Placement Agent |
| Published | 12/12/2024 | Flushing Financial Corp | Equity Capital Markets | Follow-On Offering | $70.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Flushing Financial Corporation on its CMFO |
Common Stock Offering | Active Bookrunner |
| Published | 12/11/2024 | Cybersixgill | Mergers & Acquisitions | Sell-Side | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor for Cybersixgill in acquisition to Bitsight |
Cybersixgill has been acquired by Bitsight | Financial Advisor | |
| Published | 12/11/2024 | ServiceTitan, Inc. | Equity Capital Markets | IPO | Image
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Technology, Software | °µÍø³Ô¹Ï served as bookrunner for ServiceTitan, Inc. on its IPO | Initial Public Offering | Passive Bookrunner | |
| Published | 12/11/2024 | Financial Institutions, Inc. | Equity Capital Markets | CMFO | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as co-manager for Financial Institutions, Inc. on its CMFO | Confidentially Marketed Follow-On Offering | Co-Manager | |
| Published | 12/10/2024 | ImmunityBio | Equity Capital Markets | CMFO | $100.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for ImmunityBio, Inc. on its CMFO | Confidentially Marketed Follow-on Offering | Active Bookrunner |
| Published | 12/10/2024 | Solaris Energy Infrastructure, Inc. | Equity Capital Markets | Follow-On Offering | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as bookrunner for Solaris Energy Infrastructure, Inc. on its CMFO | Follow-On Offering | Passive Bookrunner | |
| Published | 12/09/2024 | Arthur J. Gallagher & Co. | Equity Capital Markets | Follow-On Offering | $8.5 Billion | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as co-manager for Arthur &. Gallagher & Co. on its follow-on offering | Follow-On Offering | Co-Manager |
| Published | 12/09/2024 | Northeast Bancorp | Equity Capital Markets | At the Market Offering | $75.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as placement agent for Northeast Bancorp on an ATM offering | ATM | Sole Placement Agent |
| Published | 12/09/2024 | Enterprise Bancorp Inc. | Mergers & Acquisitions | Sell-Side | $562.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor for Enterprise Bancorp in announced merger with Independent Bank Corp | Enterprise Bancorp, Inc has agreed to merge with Independent Bank Corp | Financial Advisor |
| Published | 12/07/2024 | Akoya Biosciences | Equity Capital Markets | At the Market Offering | $50.0 Million | Image
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Healthcare, Life Sciences Tools & Diagnostics | °µÍø³Ô¹Ï served as placement agent for Akoya Biosciences on an ATM offering | ATM | Sole Placement Agent |