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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 05/15/2024 | Trinitas Capital Management, LLC | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $42.0 Million |
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Financial Services, Asset & Wealth Management | Senior Unsecured Notes Offering | Sole Placement Agent | |
| Published | 05/15/2024 | Benihana Inc | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Restaurants | °µÍø³Ô¹Ï served as sell-side advisor for Benihana on sale to The One Group | Benihana has been acquired by The One Group | Financial Advisor | |
| Published | 05/13/2024 | JAMF Software, LLC | Equity Capital Markets | CMFO | $163.4 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as co-manager for JAMF Holding Corp. on its CMFO | Confidentially Marketed Follow-On Offering | Co-Manager |
| Published | 05/13/2024 | ZeroFOX Holdings | Mergers & Acquisitions | Sell-Side | $350.0 Million | Image
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Technology, Security | °µÍø³Ô¹Ï served as sell-side advisor for ZeroFOX Holdings, Inc on its sale to Haveli Investments | ZeroFOX has been acquired by Haveli | Financial Advisor |
| Published | 05/13/2024 | Merchants Bancorp | Financing, Equity Capital Markets | CMFO | $103.2 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Merchants Bancorp on its CMFO | Confidentially Marketed Follow-On Offering | Passive Bookrunner |
| Published | 05/10/2024 | Skye Bioscience | Equity Capital Markets | At the Market Offering | $100.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as placement agent for Skye Bioscience on an ATM offering | ATM | Sole Placement Agent |
| Published | 05/10/2024 | Pacira BioSciences, Inc. | Equity Capital Markets | Convertible Offering | $250.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Pacira BioSciences, Inc. on its convertible senior note offering | Senior Note Offering | Passive Bookrunner |
| Published | 05/10/2024 | CereVasc, Inc. | Financing, Equity Private Placements | Minority Capital Raise | $73.3 Million | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as sole financial advisor for CereVasc, Inc. on a Series B Financing from Bain Capital Life Sciences and Perceptive Xontogeny Venture Fund (PXV) | CereVasc, Inc. has received a Series B Financing from Bain Capital Life Sciences and Perceptive Xontogeny Venture Fund (PXV) |
Financial Advisor |
| Published | 05/09/2024 | Envoi LLC | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Asset & Wealth Management | Envoi has been acquired by AlTi Tiedemann Global | Financial Advisor | ||
| Published | 05/09/2024 | Provident Financial Services Inc. | Financing, Debt Capital Markets | Subordinated Notes | $225.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Provident Financial Services, Inc. on its subordinated notes offering | Subordinated Notes Offering | Left Bookrunner |
| Published | 05/08/2024 | AG Mortgage Investment Trust | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $65.0 Million | Image
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Financial Services, Real Estate | °µÍø³Ô¹Ï served as bookrunner for AG Mortgage Investment Trust on its senior unsecured notes offering | Senior Unsecured Notes | Active Bookrunner |
| Published | 05/06/2024 | Skyward Specialty Insurance | Financing, Equity Capital Markets | Follow-On Offering | $184.7 Million | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as bookrunner for Skyward Specialty Insurance Group, Inc. on its follow-on offering | Follow-On Offering | Passive Bookrunner |
| Published | 05/02/2024 | Context Therapeutics LLC | Financing, Equity Capital Markets | PIPE | $100.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as placement agent for Context Therapeutics, Inc. on its PIPE offering | PIPE | Sole Placement Agent |
| Published | 05/02/2024 | ROVOP Ltd | 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 ROVOP Holdings Limited, a portfolio company of Bluewater Private Equity, on sale to The Chouest Group | ROVOP, a portfolio company of Bluewater Private Equity has been acquired The Chouest Group | ||
| Published | 04/30/2024 | Fulton Financial Corporation | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for Fulton Financial Corporation bank subsidiary, Fulton Bank in the acquisition of substantially all assets and has assumed the deposits of Republic First Bank in and FDIC assisted transaction | Fulton Financial Corporation's bank subsidiary, Fulton Bank, acquired substantially all assets and assumed the deposits of Republic First Bank in an FDIC-assisted transaction | Financial Advisor | |
| Published | 04/29/2024 | Fulton Financial Corporation | Equity Capital Markets | CMFO | $287.5 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Fulton Financial Corporation on its CMFO | Confidentially Marketed Follow-On Offering | Left Bookrunner |
| Published | 04/29/2024 | Vana Solutions | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as sell-side advisor for Vana Solutions on its sale to VTG, a portfolio company of Alvarez & Marsal Capital | Vana has been acquired by VTG, a portfolio company of Alvarez & Marsal Capital | Financial Advisor | |
| Published | 04/29/2024 | Soleno Therapeutics, Inc. | Equity Capital Markets | CMFO | $138.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Soleno Therapeutics, Inc. on its CMFO | Confidentially Marketed Follow-On Offering | Left Bookrunner |
| Published | 04/29/2024 | UMB Financial Corporation | Equity Capital Markets | CMFO | $241.5 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as co-manager for UMB Financial Corporation on its CMFO | Confidentially Marketed Follow-On Offering | Co-Manager |
| Published | 04/26/2024 | Liberty Bank of Utah | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor for Liberty Bank of Utah on a merge with Cache Valley Banking Company | Liberty Bank of Utah has merged with Cache Valley Company | Financial Advisor |