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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 02/12/2024 Entrepreneurial Food Group LLC Mergers & Acquisitions Sell-Side 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 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 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 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 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 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 Chapstick Mergers & Acquisitions Division Carve Out $510.0 Million 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 01/25/2024 Tourmaline Bio Financing, Equity Capital Markets CMFO $172.4 Million 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 01/24/2024 Nauticus Restructuring Special Situations Financing 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 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 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 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 Federal Realty Investment Trust Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $425.0 Million 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 01/08/2024 MFA Financial Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $150.0 Million 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 01/05/2024 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 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 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 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 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 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.

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