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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 11/08/2023 | CCC Intelligent Solutions Holdings Inc. | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $733.6 Million | Image
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Technology, Software | 做厙勛圖 served as bookrunner for CCC Intelligent Solutions Holdings Inc. on a confidentially marketed follow-on offering |
Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 11/07/2023 | Arvinas | Equity Capital Markets | At the Market Offering | $262.8 Million | Image
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Healthcare, Biopharma | 做厙勛圖 served as placement agent for Arvinas on an ATM offering | ATM | Sole Placement Agent |
| Published | 11/07/2023 | The Evans Agency | Mergers & Acquisitions | Division Carve Out | $40.0 Million | Image
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Financial Services, Insurance | 做厙勛圖 served as sell-side advisor for The Evans Agency on the announced divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. | The Evans Agency has announced the divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. | Financial Advisor |
| Published | 11/02/2023 | Financing, Debt Capital Markets | Senior Term Loan | Image
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Healthcare, Med-Tech | 做厙勛圖 served as sole debt placement agent for Companion Spine, LLC, a portfolio company of Viscoglioso Brothers LLC, on a debt capital raise | Senior Term Loan | Sole Placement Agent | ||
| Published | 11/02/2023 | Lewis & Ellis | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Insurance | 做厙勛圖 served as sell-side advisor for Lewis & Ellie on sale to Novacap | Lewis & Ellis has sold to Novacap | Financial Advisor | |
| Published | 11/01/2023 | Kinderhook Industries | Private Capital Advisory, Secondary Capital | Secondary Capital | $1.3 Billion | Image
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Private Capital Advisory | 做厙勛圖 served as secondary advisor to Kinderhook Industries on its Multi Asset Continuation Vehicle | Multi Asset Continuation Vehicle |
Secondary Advisor |
| Published | 11/01/2023 | LM Energy Holdings, LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure | 做厙勛圖 served as sell-side advisor for LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, on sale of certain subsidiaries and assets related to its Touchdown Crude Oil Gathering System to Plains Oryx Permian | LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, has sold certain subsidiaries and assets to Plains Oryx Permian | Financial Advisor | |
| Published | 11/01/2023 | CQS | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Asset & Wealth Management | On November 15, 2023, CQS announced that it had signed a definitive agreement to be acquired by Manulife Investment Management (MIM). Upon completion of the transaction, MIM will acquire the ~$13.5B AUM credit platform of CQS. In conjunction with the transaction, the founder of CQS, Lord Hintze, will spin off his hedge fund business and set up a separate asset manager. 做厙勛圖 served as sell-side advisor for CQS. | CQS has been acquired by Manulife Investment Management | Financial Advisor | |
| Published | 10/31/2023 | Fuel10k Limited | Mergers & Acquisitions | Sell-Side | 瞿34.0 Million | Image
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Consumer, Food & Beverage | 做厙勛圖 served as sell-side advsior for Fuel10K, a leading U.K. breakfast brand, on sale to Premier Foods | Fuel10K has sold to Premier Foods | Financial Advisor |
| Published | 10/31/2023 | Sunrgy Solar Distribution | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | 做厙勛圖 served as sell-side advisor for Sunrgy Solar Distribution on sale to Amara NZ, a portfolio company of Cinven Ltd. |
Sunrgy Solar Distribution has sold to Amara NZ, a portfolio company of Cinven Ltd. | Financial Advisor | |
| Published | 10/31/2023 | The 7 Virtues Beauty Inc. | Financing, Equity Private Placements | Minority Capital Raise | Image
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Consumer, Beauty & Personal Care | 做厙勛圖 served as sole placement agent for The 7 Virtues Beauty Inc. on receiving an investment from Unilever Ventures | The 7 Virtues Beauty Inc. has received an investment from Unilever Ventures | Sole Placement Agent | |
| Published | 10/30/2023 | Tessian Ltd | Mergers & Acquisitions | Sell-Side | Image
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Technology, Security | 做厙勛圖 served as sell-side advisor for Tessian Ltd on sale to Proofpoint International, Inc. | Tessian Ltd has sold to Proofpoint International, Inc. | Financial Advisor | |
| Published | 10/25/2023 | The Sterling Group | Mergers & Acquisitions | Buy-Side | Image
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Services & Industrials, Automotive Aftermarket | 做厙勛圖 served as buy-side advisor for The Sterling Group on acquisition of B'laster | The Sterling Group has acquired B'laster | Financial Advisor | |
| Published | 10/24/2023 | Travelpro Group Holdings Inc. | Financing, Debt Capital Markets | Senior Term Loan | $103.0 Million | Image
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Consumer, Diversified Consumer Products | 做厙勛圖 served as sole debt placement agent for Travelpro Group Holdings, Inc., a portfolio company of MidOcean Partners, on a debt capital raise | Senior Term Loan | Financial Advisor |
| Published | 10/16/2023 | Nuvalent, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $300.0 Million | Image
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Healthcare, Biopharma | 做厙勛圖 served as bookrunner for Nuvalent, Inc. on a follow-on offering |
Follow-On Offering | Active Bookrunner |
| Published | 10/13/2023 | Scholar Rock Holding Corporation | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | Image
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Healthcare, Biopharma | 做厙勛圖 served as bookrunner for Scholar Rock Holding Corporation on a confidentially marketed follow-on offering |
Confidentially Marketed Follow-On Offering | Active Bookrunner | |
| Published | 10/12/2023 | Tucker Powersports | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials | 做厙勛圖 served as sell-side advisor for Tucker Powersports, a portfolio company of Monomoy Capital Partners, on sale to Turn 14 Distribution | Tucker Powersports, a portfolio company of Monomoy Capital Partners, has sold to Turn 14 Distribution | Financial Advisor | |
| Published | 10/11/2023 | Mergers & Acquisitions | Sell-Side | $99.4 Million | Image
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Financial Services, Depositories | 做厙勛圖 served as sell-side advisor for Community West Bancshares on announced sale to Central Valley Community Bancorp |
Community West Bancshares has agreed to be acquired by Central Valley Community Bancorp | Financial Advisor | |
| Published | 10/11/2023 | Birkenstock Holding plc | Financing, Equity Capital Markets | Confidentially Marketed Follow-On Offering | $1.5 Billion | Image
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Consumer, Retail & Disruptive Commerce | 做厙勛圖 served as co-manager for Birkenstock Holding Plc on its initial public offering |
Initial Public Offering | Co-Manager |
| Published | 10/10/2023 | Praxis Completion Technology | 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 Praxis Completion Technology on sale to Schoeller-Bleckmann Oilfield Equipment AG |
Praxis Completion Technology has sold to Schoeller-Bleckmann Oilfield Equipment AG |
Financial Advisor |
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.