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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 09/11/2023 | CymaBay Therapeutics, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $258.7 Million | Image
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Healthcare, Biopharma | 做厙勛圖 served as bookrunner for CymaBay Therapeutics, Inc. on a follow-on offering |
Follow-On Offering | Active Bookrunner |
| Published | 09/11/2023 | Infinite ID | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | 做厙勛圖 served as sell-side advisor for Infinite ID, a portfolio company of Enlightenment Capital on its sale to First Advantage | Infinite ID, a portfolio company of Enlightenment Capital has been acquired by First Advantage | Financial Advisor | |
| Published | 09/08/2023 | GTCR, LLC | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Asset & Wealth Management | 做厙勛圖 served as buy-side advisor for GTCR, LLC on its acquisition of a 50% stake in R&T Deposit Solutions |
GTCR, LLC has acquired a 50% stake in R&T Deposit Solutions | Financial Advisor | |
| Published | 09/08/2023 | Farmers-Merchants Bank of Illinois | Mergers & Acquisitions | Division Carve Out | Image
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Financial Services, Depositories | 做厙勛圖 served as sell-side advisor for Farmers-Merchants Bank of Illinois on announced branch sale to Bank of Pontiac and CBI Bank & Trust |
Farmers-Merchants Bank of Illinois has announced a branch sale to Bank of Pontiac and CBI Bank & Trust | Financial Advisor | |
| Published | 09/07/2023 | Dutch Brothers | Financing, Equity Capital Markets | Follow-On Offering | $344.9 Million | Image
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Consumer, Restaurants | 做厙勛圖 served as bookrunner for Dutch Bros, Inc. on a follow-on offering |
Follow-On Offering | Passive Bookrunner |
| Published | 09/06/2023 | Natera Inc. | Equity Capital Markets | CMFO | $250.2 Million | Image
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Healthcare, Life Sciences Tools & Diagnostics | 做厙勛圖 served as bookrunner for Natera, Inc. on its CMFO | CMFO | Active Bookrunner |
| Published | 09/05/2023 | CSC Leasing Company, Inc | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Unsecured Debt | $50.0 Million | Image
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Financial Services, Specialty Finance | 做厙勛圖 served as sole placement agent for CSC Leasing Company, Inc. on a senior unsecured notes offering |
Senior Unsecured Notes Offering | Sole Placement Agent |
| Published | 09/01/2023 | Project Chesnut | Private Capital Advisory, Secondary Capital | Secondary Capital | $276.0 Million | Private Capital Advisory | 做厙勛圖 served as secondary advisor for the LP Portfolio Sale | LP Portfolio Sale | Secondary Advisor | |
| Published | 09/01/2023 | Diamondback Energy, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Upstream | 做厙勛圖 served as sell-side advisor for Diamondback Energy, Inc. on a strategic water management joint venture with Five Point Energy, LLC | Diamondback Energy, Inc. has formed a strategic water management joint venture with Five Point Energy, LLC | Financial Advisor | |
| Published | 08/31/2023 | 禮363 Sale | Restructuring | 禮363 Sale | Image
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Technology, Software | 做厙勛圖 & Co. is acting as exclusive investment banker and financial advisor for Lifesize. | 禮363 Sale | Financial Advisor | |
| Published | 08/28/2023 | NewtekOne, Inc | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $40.0 Million | Image
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Financial Services, Depositories | 做厙勛圖 served as bookrunner for NewtekOne, Inc. on a senior note offering |
Senior Notes | Lead Bookrunner |
| Published | 08/28/2023 | Panelto Foods | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Food & Beverage | 做厙勛圖 served as sell-side advisor for Panelto Foods Unlimited Company on sale to European Bakery Group B.V. (fka Dutch Bakery), a portfolio company of 3i Group | Panelto Foods Unlimited Company has sold to European Bakery Group B.V., a portfolio company of 3i Group | Financial Advisor | |
| Published | 08/25/2023 | Pioneer Landscape Centers, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Building Products, Distribution | 做厙勛圖 served as sell-side advsior for Pioneer Landscape Centers, Inc., a portfolio company of JLL Partners, on sale to SiteOne Landscape Supply |
Pioneer Landscape Centers, Inc., a portfolio company of JLL Partners, has sold to SiteOne Landscape Supply | Financial Advisor | |
| Published | 08/25/2023 | Peregrine Energy Solutions | Financing, Equity Private Placements, Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | 做厙勛圖 served as sole financial advisor for Peregrine Energy Solutions LLC, a portfolio company of Castlelake L.P., on a majority stake sale and debt capital raise from AB CarVal Investors L.P. |
Peregrine Energy Solutions LLC, a portfolio company of Castlelake L.P. has sold a majority stake to and raised debt from AB CarVal Investors L.P. | Financial Advisor | |
| Published | 08/21/2023 | World Insurance Associates, LLC | Mergers & Acquisitions | Minority Investment | Image
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Financial Services, Insurance | 做厙勛圖 served as financial advisor for World Insurance Associates on a minority recapitalization by Goldman Sachs Asset Management |
World Insurance Associates has received a minority recapitalization from Goldman Sachs Asset Management |
Financial Advisor | |
| Published | 08/21/2023 | QualityMetric Incorporated LLC | Mergers & Acquisitions | Sell-Side | Image
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Healthcare, Healthcare Services | 做厙勛圖 served as sell-side advisor for QualityMetric Incorporated, LLC, a portfolio compny of Vesey Street Capital Partners, on sale to an undisclosed buyer |
QualityMetric Incorporated, LLC, a portfolio compny of Vesey Street Capital Partners, has sold to an undisclosed buyer | Financial Advisor | |
| Published | 08/16/2023 | Arhaus, LLC | Financing, Equity Capital Markets | Follow-On Offering | $138.0 Million | Image
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Consumer, Retail & Disruptive Commerce | 做厙勛圖 served as bookrunner for Arhaus, Inc. on a follow-on offering |
Follow-On Offering | Active Bookrunner |
| Published | 08/16/2023 | West Coast Fitness | Restructuring | Amendment | Image
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Consumer, Health & Wellness Services | 做厙勛圖 served as advisor to the company on amendment negotiations and capital structure alternatives | Amendment | Financial Advisor | |
| Published | 08/14/2023 | Ulterra Drilling Technologies, L.P. | 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 Ulterra Drilling Technologies, L.P. on sale to Patterson-UTI Energy, Inc. |
Ulterra Drilling Technologies, L.P. has sold to Patterson-UTI Energy, Inc. | Financial Advisor | |
| Published | 08/11/2023 | ASCO Group 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 Zander Topco Limited (trading as ASCO) on sale to Endless LLP |
Zander Topco Limited (trading as ASCO) has sold to Endless LLP | 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.