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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 08/28/2024 | EverBank Financial Corp. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $150.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as underwriter for EverBank Financial Corp. on subordinated notes offering |
Subordinated Notes Offering | Sole Underwriter |
| Published | 08/22/2024 | Young & Associates | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as financial advisor for YA Group, a portfolio company of CIVC Partners in the announced majority investment from THL Partners | YA Group, a portfolio company of CIVC Partners, has announced a majority investment from THL Partners | ||
| Published | 08/22/2024 | Venafi, Inc | Mergers & Acquisitions | Sell-Side | $1.5 Billion | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor for Venafi, a portfolio company of Thomas Bravo, in the acquisition to CyberArk | Venafi, a portfolio company of Thoma Bravo, has been acquired by CyberArk | Financial Advisor |
| Published | 08/19/2024 | Garrison Technology Limited | Mergers & Acquisitions | Sell-Side | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor for Garrison Technology Limited in the acquisition of Everfox, a portfolio company of TPG | Garrison Technology has been acquired by Everfox, a portfolio company of TPG | Financial Advisor | |
| Published | 08/13/2024 | Alexander & Baldwin, Inc. | Equity Capital Markets | At the Market Offering | $200.0 Million | Image
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Financial Services, Real Estate | °µÍø³Ô¹Ï served as placement agent for Alexander & Baldwin on an ATM offering | ATM | Sole Placement Agent |
| Published | 08/12/2024 | Chimera Investment Corporation | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $74.8 Million | Image
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Financial Services, Real Estate | °µÍø³Ô¹Ï served as bookrunner for Chimera Investment Corporation on its senior unsecured notes offering | Senior Unsecured Notes | Active Bookrunner |
| Published | 08/08/2024 | Equity Capital Markets | Convertible Offering | $316.2 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for ANI Pharmaceuticals, Inc. on its convertible offering | Convertible Offering | Active Bookrunner | |
| Published | 08/08/2024 | Angel Oak Mortgage REIT, Inc. | Equity Capital Markets | At the Market Offering | $75.0 Million | Image
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Financial Services | °µÍø³Ô¹Ï served as placement agent for Angel Oak Mortgage on an ATM offering | ATM | Sole Placement Agent |
| Published | 08/08/2024 | Cryptic Vector | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as financial advisor for Cryptic Vector on its strategic investment from Enlightenment | Cryptic Vector has received a strategic investment from Enlightenment Capital | Financial Advisor | |
| Published | 08/02/2024 | Superior Drilling Products, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sell-side advisor for Superior Drilling Products on its sale to Drilling Tools International |
Superior Drilling Products has been acquired by Drilling Tools International | Financial Advisor | |
| Published | 08/01/2024 | Aurora Capital Partners | Mergers & Acquisitions | Buy-Side | Image
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Services & Industrials, Facility Services | °µÍø³Ô¹Ï served as buy-side advisor to Aurora Capital Partners in the acquisition of GenServe, a portfolio company of GenNx360 | Aurora Capital Partners has acquired GenServe, a portfolio company of GenNx360 | Financial Advisor | |
| Published | 08/01/2024 | The Tofoo Co. | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Food & Beverage | °µÍø³Ô¹Ï served as sell-side advisor for The Tofoo Co. in acquisition to Comitis Capital | The Tofoo Co. has been acquired by Comitis Capital | Financial Advisor | |
| Published | 07/31/2024 | Mergers & Acquisitions | Sell-Side | $1.9 Billion | Image
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Chemicals, Energy, Power & Infrastructure, Energy & Power Infrastructure | °µÍø³Ô¹Ï served as sell-side advisor to US Silica in the sale to Apollo | US Silica has been sold to Apollo | Financial Advisor | |
| Published | 07/30/2024 | Equity Capital Markets | PIPE | $175.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as placement agent for Day One Biopharmaceuticals, Inc. on its PIPE offering |
PIPE | Joint Placement Agent | |
| Published | 07/29/2024 | Equity Capital Markets | Follow-On Offering | $230.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as co-manager for Renasant Corporation on its CMFO |
Follow-On Offering | Co-Manager | |
| Published | 07/29/2024 | Donatelle Plastics, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as sell-side advisor to Donatelle Plastics in the sale to Dupont | Donatelle has been acquired by Dupont | Financial Advisor | |
| Published | 07/29/2024 | SePRO | Mergers & Acquisitions | Sell-Side | Image
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Chemicals, Consumer, Agriculture & Biorenewables | °µÍø³Ô¹Ï served as sell-side financial advisor to SePRO, a portfolio company of Excellere, in the majority investment from Stanley Capital Partners | SePRO, a portfolio company of Excellere Partners, has been sold to a Stanley Capital Partners | Financial Advisor | |
| Published | 07/29/2024 | Mergers & Acquisitions | Sell-Side | Image
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Technology, Software | °µÍø³Ô¹Ï served as sell-side advisor to Fleetwatcher in the acquisition to Align Technologies, a portfolio company of The Riverside Company | Fleetwatcher has been acquired by Align Technologies, a portfolio company of The Riverside Company | Financial Advisor | ||
| Published | 07/24/2024 | Lineage Logistics, LLC | Equity Capital Markets | IPO | $5.1 Billion | Image
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Financial Services, Real Estate | °µÍø³Ô¹Ï served as bookrunner for Lineage Logistics, LLC. on its IPO | Initial Public Offering | Passive Bookrunner |
| Published | 07/24/2024 | Flywheel Partners | Mergers & Acquisitions | Buy-Side | Image
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Consumer, Food & Beverage | °µÍø³Ô¹Ï served as buy-side advisor for Flywheel Partners in acquisition of Freshcut Foods, an investee company of Perwyn | Freshcut Foods, an investee company of Perwyn, has been acquired by Flywheel Partners | 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.