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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Emcube | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as sell-side advisor for Emcube on its management buyout | Management Buyout | Financial Advisor | |
| Published | 07/23/2024 | Code42 | Mergers & Acquisitions | Sell-Side | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor to Code42 on its acquisition to Mimecast, a portfolio company of Permira |
Code42 has been acquired by Mimecast, a portfolio company of Permira | Financial Advisor | |
| Published | 07/23/2024 | OneStream Software | Equity Capital Markets | IPO | $563.5 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as bookrunner for OneStream, Inc. on its IPO | Initial Public Offering | Passive Bookrunner |
| Published | 07/22/2024 | Recoil Resources | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Upstream | °µÍø³Ô¹Ï served as financial advisor for Recoil Resources on the divestiture of South Texas upstream assets | Recoil Resources has divested South Texas upstream assets | Financial Advisor | |
| Published | 07/18/2024 | Angel Oak Mortgage REIT, Inc. | Debt Capital Markets | Senior Notes | $50.0 Million | Image
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Financial Services, Specialty Finance | °µÍø³Ô¹Ï served as bookrunner for Angel Oak Mortgage REIT, Inc. on its senior notes offering | Senior Notes Offering | Active Bookrunner |
| Published | 07/17/2024 | Anaergia | Restructuring | Special Situations Financing | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | °µÍø³Ô¹Ï served as advisor to the company on capital structure alternatives | Capital Structure Advisory | Financial Advisor | |
| Published | 07/17/2024 | The Woodlands Financial Group | Equity Capital Markets | IPO | $187.0 Million | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as bookrunner for The Woodlands Financial Group on its IPO | Initial Public Offering | Active Bookrunner |
| Published | 07/15/2024 | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Industrial Services | °µÍø³Ô¹Ï served as sell-side advisor to Nations Roof, a portfolio company of Acacia Partners in the acquisition to AEA Investors |
Nations Roof, a portfolio company of Acacia Partners, has been acquired be AEA | Financial Advisor | ||
| Published | 07/09/2024 | Rich Sauces | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Food & Beverage | °µÍø³Ô¹Ï served as sell-side advisor for Rich Sauces in acquisition to Solina Group | Rich Sauces has been acquired by Solina | Financial Advisor | |
| Published | 07/08/2024 | National Bankshares, Inc. | Mergers & Acquisitions | Buy-Side | $17.1 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for National Bankshares, Inc. on the acquisition of Frontier Community Bank | National Bankshares, Inc has acquired Frontier Community Bank | Financial Advisor |
| Published | 07/03/2024 | Renasant Corp. | Mergers & Acquisitions | Division Carve Out | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as sell side-advisor to Renasant Corporation in their sale of Renasant Insurance to Sunstar Insurance Group | Renasant Corporation has sold Renasant Insurance to Sunstar Insurance Group | Financial Advisor | |
| Published | 07/01/2024 | Agellus Capital | Private Capital Advisory, Private Funds | Private Funds | $400.0 Million | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as sole placement agent and advisor to Agellus Capital on the final close for an oversubscribed Fund I focused on control transactions of non-discretionary, essential services businesses | Fund I | Sole Placement Agent |
| Published | 07/01/2024 | Rhein Invest | Private Capital Advisory | Private Funds | €73.0 Million | Image
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Private Capital Advisory | Assisted with the capital raise for Fund II, doubling the size of predecessor fund and closing first institutional capital for a succession specialist focused on Dutch and German SMEs |
Fund III | Sole Placement Agent |
| Published | 07/01/2024 | Silver Hill Energy Partners | Private Capital Advisory | Private Funds | $1.1 Billion | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as the sole placement agent and advisor for Silver Hill Energy Partners on the raise of hard cap for an oversubscribed O&G operator Fund IV | Fund IV | Sole Placement Agent |
| Published | 07/01/2024 | Graham Partners | Private Capital Advisory, Private Funds | Private Funds | $1.8 Billion | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as sole placement agent and advisor for Graham Partners on the raise of hard cap for an oversubscribed advanced manufacturing Fund VI | Fund VI |
Sole Placement Agent |
| Published | 06/28/2024 | Mergers & Acquisitions | Buy-Side | Image
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Services & Industrials, Industrial Services | °µÍø³Ô¹Ï & Co. served as exclusive financial advisor to Harvey Performance Company, a portfolio company of Berkshire companies has acquired Rub Edibrac Ireland Limited | Harvey Performance Company, a portfolio company of Berkshire Companies, acquired Rub Edibrac Ireland Limited (ATA Group) | Financial Advisor | ||
| Published | 06/28/2024 | RG Dispersants | Mergers & Acquisitions | Sell-Side | Image
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Chemicals | °µÍø³Ô¹Ï served as sell-side advisor for CPS Performance Materials a portfolio company of Arsenals Capital Partners in their sale of RG Dispersants to Arclin a portfolio company of The Jordan Company | CPS Performance, a portfolio company of Arsenal Capital Partners, has sold RG Dispersants to Arclin, a portfolio company of The Jordan Company | Financial Advisor | |
| Published | 06/28/2024 | Project Shire | Private Capital Advisory, Secondary Capital | Secondary Capital | $90.0 Million | Private Capital Advisory | °µÍø³Ô¹Ï served as secondary advisor for the LP Portfolio Sale | LP Portfolio Sale | Secondary Advisor | |
| Published | 06/27/2024 | Anitox Corp. | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Agriculture & Biorenewables | °µÍø³Ô¹Ï served as financial advisor for Anitox Crop, a portfolio company of The Riverside company, in the sale to Iluma Alliance | Anitox Corp, a portfolio company of The Riverside Company, has been acquired by Iluma Alliance | 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.