°µÍø³Ô¹Ï

Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 09/12/2025 Figure Technology Solutions Equity Capital Markets IPO $906.6 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as co-manager for Figure Technology Solutions on its IPO Initial Public Offering Co-Manager
Published 09/12/2025 LB Pharma Equity Capital Markets IPO $327.7 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for LB Pharma on its IPO Initial Public Offering Active Bookrunner
Published 09/10/2025 Mascoma Mutual Financial Services Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Mascoma Mutual Financial Services on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 09/10/2025 CAMP4 Equity Capital Markets PIPE $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for CAMP4 on its PIPE offering PIPE Sole Placement Agent
Published 09/09/2025 Old National Bancorp Mergers & Acquisitions Division Carve Out Financial Services, Insurance °µÍø³Ô¹Ï served as financial advisor for Old National Bancorp on its sale of Bremer Insurance Agencies to Arthur J. Gallagher & Co. Old National has sold Bremer Insurance to Arthur J. Gallagher & Co. Financial Advisor
Published 09/08/2025 Diamondback Energy Mergers & Acquisitions Sell-Side $138.0 Million Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as sell-side advisor for Diamondback Energy on the sale of its Delaware Basin non-operated assets to Riverbend Energy Group Diamondback Energy has sold its Delaware Basin non-operated assets to Riverbend Energy Group Financial Advisor
Published 09/08/2025 Sapphire Technologies Mergers & Acquisitions Minority Investment Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor to Sapphire Technologies in connection with its series C financing Series C Financing Financial Advisor
Published 09/04/2025 Crestline Management Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for Crestline Management on its announced acquisition to Rithm Capital Crestline has agreed to be acquired by Rithm Financial Advisor
Published 09/03/2025 Brightway Insurance Mergers & Acquisitions Buy-Side Financial Services, Insurance °µÍø³Ô¹Ï served as buy-side advisor for Brightway Insurance, a portfolio company of GrowthCurve, on its acquisition of GlobalGreen Insurance Brightway Insurance, a portfolio company of GrowthCurve has been acquired by GlobalGreen Insurance Financial Advisor
Published 09/03/2025 American Bitcoin Equity Capital Markets At the Market Offering $2.1 Billion Financial Services °µÍø³Ô¹Ï served as manager for American Bitcoin on an ATM offering ATM Program Common Stock Co-Manager
Published 09/01/2025 Merchant Gourmet Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as sell-side advisor for Merchant Gourmet on its sale to Premier Foods Merchant Gourmet has been acquired by Premier Foods Financial Advisor
Published 09/01/2025 Unilever Mergers & Acquisitions Division Carve Out Consumer, Food & Beverage °µÍø³Ô¹Ï served as financial advisor for Unilever on its sale of The Vegetarian Butcher to Vivera The Vegetarian Butcher has been acquired by Vivera Financial Advisor
Published 08/29/2025 Northwind Midstream Mergers & Acquisitions Sell-Side $2.4 Billion Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as sell-side advisor for Northwind Midstream, a portfolio company of Five Point Infrastructure, on its sale to MPLX LP Northwind Midstream, a portfolio company of Five Point Infrastructure, has been acquired by MPLX LP Financial Advisor
Published 08/29/2025 Pinnacol Assurance Mergers & Acquisitions Buy-Side Financial Services, Insurance °µÍø³Ô¹Ï served as buy-side advisor for Pinnacol Assurance, a subsidiary of EverPeak Insurance, on its acquisition of Method Insurance EverPeak, a subsidiary of Pinnacol Assurance has acquired Method Insurance Financial Advisor
Published 08/29/2025 ncgCARE Financing, Debt Capital Markets Unitranche Debt $59.0 Million Healthcare, Healthcare Services °µÍø³Ô¹Ï served as sole placement agent for ncgCARE on its senior secured term loan and delayed draw term loan & revolver Sr. Secured Term Loan
Delayed Draw Term Loan & Revolver
Sole Placement Agent
Published 08/26/2025 Meridian Adhesives Group Mergers & Acquisitions Division Carve Out Chemicals °µÍø³Ô¹Ï served as financial advisor for Meridian Adhesives Group on the sale of its flooring adhesives business to Avery Dennison Avery Dennison has acquired the flooring business of Meridian Adhesives Group from American Securities and Arsenal Capital Partners Financial Advisor
Published 08/21/2025 Minnwest Corporation Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Minnwest Corporation on its subordinated note offering Subordinated Notes Sole Placement Agent
Published 08/20/2025 M1 Bancshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for M1 Bancshares, Inc. on its agreed merge with Reliable Community Bancshares, Inc. M1 Bancshares, Inc. has agreed to merge with Reliable Community Bancshares, Inc. Financial Advisor
Published 08/20/2025 Dogwood State Bank Mergers & Acquisitions Sell-Side $476.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Dogwood State Bank on its agreed merge with TowneBank Dogwood State Bank has agreed to merge with TowneBank Financial Advisor
Published 08/19/2025 Bright Minds Biosciences Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as lead sales agent for Bright Minds Biosciences on an ATM offering ATM Program Common Stock Lead Sales Agent

°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.