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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 07/24/2024 Lineage Logistics, LLC Equity Capital Markets IPO $5.1 Billion 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 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
Published 07/23/2024 Code42 Mergers & Acquisitions Sell-Side 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 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 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 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 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 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 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 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 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 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 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 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 Graham Partners Private Capital Advisory, Private Funds Private Funds $1.8 Billion 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 07/01/2024 Silver Hill Energy Partners Private Capital Advisory Private Funds $1.1 Billion 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 06/28/2024 RG Dispersants Mergers & Acquisitions Sell-Side 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 06/28/2024 Mergers & Acquisitions Buy-Side 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 06/27/2024 Anitox Corp. Mergers & Acquisitions Sell-Side 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.

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