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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 02/12/2024 | Entrepreneurial Food Group LLC | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Food & Beverage | °µÍø³Ô¹Ï served as sell-side advisor for Entrepreneurial Food Group LLC on sale of Zorba Delicacies and SK Chilled Foods to The Compleat Food Group | Entrepreneurial Food Group LLC has sold Zorba Delicacies and SK Chilled Foods to The Compleat Food Group | Financial Advisor | |
| Published | 02/05/2024 | Velocity Financial, Inc. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $75.0 Million | Image
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Financial Services, Specialty Finance | °µÍø³Ô¹Ï served as sole placement agent for Velocity Financial, Inc. on a debt capital raise | Senior Notes | Sole Placement Agent |
| Published | 02/02/2024 | Great Ajax Corp | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Diversified Financials | °µÍø³Ô¹Ï served as sell-side advisor for Great Ajax Corp on a strategic transaction with Rithm Capital Corp | Great Ajax Corp has formed a strategic transaction with Rithm Capital Corp | Financial Advisor | |
| Published | 02/01/2024 | Hometown Financial Group Inc. | Mergers & Acquisitions | Merger | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as financial advisor for Hometown Financial Group on announced merger with North Shore Bancorp | Hometown Financial Group has agreed to merge with North Shore Bancorp |
Financial Advisor | |
| Published | 01/30/2024 | Extract Production | 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 Extract Production, a portfolio company of White Deer and Riata Capital Group, on sale to NOV | Extract Production, a portfolio company of White Deer and Riata Capital Group, has sold to NOV | Financial Advisor | |
| Published | 01/29/2024 | Mr. Cooper Group Inc. | Financing, Debt Capital Markets | Senior Notes | $1.0 Billion | Image
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Financial Services, Specialty Finance | °µÍø³Ô¹Ï served as a joint bookrunner for Mr. Cooper Group Inc. on a debt capital raise | Senior Notes | Active Bookrunner |
| Published | 01/25/2024 | Tourmaline Bio | Financing, Equity Capital Markets | CMFO | $172.4 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Tourmaline Bio, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/25/2024 | Chapstick | Mergers & Acquisitions | Division Carve Out | $510.0 Million | Image
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Consumer, Beauty & Personal Care | °µÍø³Ô¹Ï served as sell-side advisor for Haleon on divestiture of ChapStick to Suave Brands Company, a portfolio company of Yellow Wood Partners | Chapstick, a portfolio company of Haleon, has been acquired by Suave Brands, a portfolio company of Yellow Wood Partners | Financial Advisor |
| Published | 01/24/2024 | Nauticus | Restructuring | Special Situations Financing | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as advisor to the Special Committee of the Board for Nauticus Robotics on a private placement of a senior secured term loan and pari passu convertible senior secured term loan | Private Placement of Senior Secured Term Loan Pari Passu Convertible Senior Secured Term Loan |
Financial Advisor | |
| Published | 01/23/2024 | AG Mortgage Investment Trust | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $34.5 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 | 01/11/2024 | Praxis Precision Medicines | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $172.4 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Praxis Precision Medicines, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/09/2024 | Crosta & Mollica | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Food & Beverage | °µÍø³Ô¹Ï served as sell-side advisor for Crosta & Mollica on sale to Perwyn Advisors | Crosta Mollica has been acquired by Perwyn Advisors | Financial Advisor | |
| Published | 01/08/2024 | MFA Financial | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $150.0 Million | Image
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Financial Services, Real Estate, Specialty Finance | °µÍø³Ô¹Ï served as bookrunner for MFA Financial on its senior unsecured notes offering | Senior Unsecured Notes | Active Bookrunner |
| Published | 01/08/2024 | Federal Realty Investment Trust | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $425.0 Million | Image
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Financial Services, Real Estate | °µÍø³Ô¹Ï served as Co-Manager for Federal Realty Investment Trust on its exchangeable notes offering | Exchangeable Senior Notes | Co-Manager |
| Published | 01/05/2024 | Newmark Group | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $600.0 Million | Financial Services, Real Estate | °µÍø³Ô¹Ï served as co-manager for Newmark Group on its senior unsecured notes offering | Senior Unsecured Notes | Co-Manager | |
| Published | 01/05/2024 | Catalyst Pharmaceuticals, Inc. | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $150.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Catalyst Pharmaceuticals, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/04/2024 | BearCom Group, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Industrial Services | °µÍø³Ô¹Ï served as sell-side advisor for BearCom Group, Inc., a portfolio company of Bertram Capital, on sale to Siris Capital | BearCom Group, Inc., a portfolio company of Bertram Capital, has sold to Siris Capital | Financial Advisor | |
| Published | 01/03/2024 | Keros Therapeutics | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $161.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Keros Therapeutics, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/01/2024 | Princeton Equity Group | Private Capital Advisory, Private Funds | Private Funds | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as sole placement agent to Princeton Equity Group on the raise of promoted equity to support Princeton's acquisition of Pirtek | Promoted Equity |
Sole Placement Agent | |
| Published | 01/01/2024 | Trinity Hunt Partners | Private Capital Advisory, Private Funds | Private Funds | $700.0 Million | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as sole placement agent for Trinity Hunt Partners on the Fund VII close at hard cap | Fund VII |
Sole Placement 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.