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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 12/07/2023 | Gorham Savings Bank | Mergers & Acquisitions | Merger | Image
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Financial Services, Depositories | 做厙勛圖 served as financial advisor for Gorham Savings Bank on its announced merger of equals with Maine Community Bank |
Gorham Savings Bank has agreed to a merger of equals with Maine Community Bank |
Financial Advisor | |
| Published | 12/07/2023 | Paragon Medical, Inc | Mergers & Acquisitions | Sell-Side | $1.9 Billion | Image
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Healthcare, Med-Tech | 做厙勛圖 served as sell-side advisor for Paragon Medical, Inc. on sale to AMETEK, Inc. | Paragon Medical, Inc. has sold to AMETEK, Inc. | Financial Advisor |
| Published | 12/06/2023 | Merit Medical Systems, Inc. | Financing, Equity Capital Markets | Convertible Offering | $747.5 Million | Image
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Healthcare, Med-Tech | 做厙勛圖 served as bookrunner for Merit Medical Systems, Inc. on a senior convertible note offering | Convertible Offering | Active Bookrunner |
| Published | 12/04/2023 | Alder Technology | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | 做厙勛圖 served as sell-side advisors for Alder Technology on its sale to Acclaim Technical Services, a portfolio company of Blue Delta Capital Partners | Alder Technology has been acquired by Acclaim Technical Services, a portfolio company of Blue Delta Capital Partners | Financial Advisor | |
| Published | 12/01/2023 | Project Denali | Private Capital Advisory, Secondary Capital | Secondary Capital | $50.0 Million | Private Capital Advisory | 做厙勛圖 served as secondary advisor on the LP Portfolio Sale | LP Portfolio Sale | Secondary Advisor | |
| Published | 11/30/2023 | Laminar, Inc. | Mergers & Acquisitions | Sell-Side | $400.0 Million | Image
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Healthcare, Med-Tech | 做厙勛圖 served as sell-side advisor for Laminar, Inc. on sale to a Johnson & Johnson MedTech | Laminar, Inc. has sold to Johnson & Johnson MedTech | Financial Advisor |
| Published | 11/30/2023 | Post Brothers Apartments | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $15.0 Million | Image
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Financial Services, Real Estate | 做厙勛圖 served as sole placement agent for Post Brothers Apartments on a senior notes offering | Senior Secured Notes | Sole Placement Agent |
| Published | 11/30/2023 | Envision Healthcare | Restructuring | Chapter 11 Reorganization | Image
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Healthcare, Healthcare Services | 做厙勛圖 served as investment banker to the Committee, and on its behalf, evaluated strategic alternatives for the AmSurg division, prepared expert testimony on valuation in the event of a contested confirmation hearing, and assisted in the negotiations of plan of reorganization terms for unsecured creditors | Chapter 11 Reorganization | Financial Advisor | |
| Published | 11/30/2023 | Super Micro Computer, Inc. | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $632.9 Million | Image
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Technology, Hardware | 做厙勛圖 served as bookrunner for Super Micro Computer, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Passive Bookrunner |
| Published | 11/30/2023 | Heritage Power | Restructuring | Chapter 11 Reorganization | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure | 做厙勛圖 served as advisor to the company in connection with its chapter 11 | Chapter 11 Reorganization | Financial Advisor | |
| Published | 11/30/2023 | ACE Winches | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | 做厙勛圖 served as sell-side advisor for ACE Winches on sale to Ashtead Technology Holdings | ACE Winches has sold to Ashtead Technology Holdings | Financial Advisor | |
| Published | 11/22/2023 | Premier Hytemp Limited | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | 做厙勛圖 served as sell-side advisor for Premier Hytemp Limited on sale to Souter Investments | Premier Hytemp Limited has sold to Souter Investments | Financial Advisor | |
| Published | 11/21/2023 | Curi Holdings, Inc. | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Asset & Wealth Management | On November 21, 2023, Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (RMB), a registered investment advisory firm with more than $9.6 billion in assets under advisement. As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement, will merge with RMB. 做厙勛圖 served as buy-side advisor for Curi. |
Curi Holdings has acquired RMB Capital | Financial Advisor | |
| Published | 11/20/2023 | AFIMAC Global, Inc. | Financing, Debt Capital Markets | Senior Term Loan | Image
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Services & Industrials, Transportation & Logistics | 做厙勛圖 served as sole debt placement agent for AFIMAC Global, Inc. on a senior secured term loan | Senior Secured Debt | Sole Placement Agent | |
| Published | 11/17/2023 | Newk's Franchise Company, LLC | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Restaurants | 做厙勛圖 served as sell-side advisor for Newk's franchise Company, LLC, a portfolio company of Sentinel Capital Partners, LLC, on sale to CapitalSpring | Newk's franchise Company, LLC, a portfolio company of Sentinel Capital Partners, LLC, has sold to CapitalSpring | Financial Advisor | |
| Published | 11/15/2023 | Chemoil Energy Services LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | 做厙勛圖 served as sell-side advisor for Chemoil Energy Services LLC, a portfolio company of Glencore plc, on sale to Argonaut Private Equity |
Chemoil Energy Services LLC, a portfolio company of Glencore plc, has sold to Argonaut Private Equity |
Financial Advisor | |
| Published | 11/15/2023 | Skyward Specialty Insurance | Financing, Equity Capital Markets | Follow-On Offering | $175.3 Million | Image
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Financial Services, Insurance | 做厙勛圖 served as bookrunner for Skyward Specialty Insurance Group, Inc. on a follow-on offering |
Follow-On Offering | Active Bookrunner |
| Published | 11/15/2023 | Arccos Golf LLC | Financing, Equity Private Placements | Minority Capital Raise | $20.0 Million | Image
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Technology, Software | 做厙勛圖 served as exclusive financial advisor for Arccos Golf LLC on receiving strategic investments from the PGA TOUR and golfs top equipment manufacturers, including TaylorMade Golf Company, Topgolf Callaway Brands Corp., COBRA PUMA GOLF, Pritzker-Vlock Family Office, LionTreeTopgolf Callaway and Lion Tree | Arccos Golf LLC has received strategic investments from the PGA TOUR and golfs top equipment manufacturers | Financial Advisor |
| Published | 11/13/2023 | SimplyBank | Mergers & Acquisitions | Sell-Side | $73.4 Million | Image
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Financial Services, Depositories | 做厙勛圖 served as sell-side advisor for SimplyBank on announced sale to First Financial Corporation | SimplyBank has agreed to be acquired by First Financial Corporation | Financial Advisor |
| Published | 11/13/2023 | TELA Bio, Inc. | Equity Capital Markets | At the Market Offering | $50.0 Million | Image
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Healthcare, Med-Tech | 做厙勛圖 served as placement agent for TELA Bio, Inc on an ATM offering | ATM | Sole Placement Agent |
做厙勛圖 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.