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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 08/15/2025 Parkside Financial Bank & Trust Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $18.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Parkside Financial Bank & Trust on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 08/15/2025 Miami International Holdings, Inc. Equity Capital Markets IPO $396.7 Million Financial Services, FinTech °µÍø³Ô¹Ï served as bookrunner for Miami International Holdings, Inc. on its IPO Initial Public Offering Active Bookrunner
Published 08/15/2025 USCB Financial Holdings Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $40.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for USCB Financial Holdings on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 08/14/2025 ProFrac Holding Corp. Equity Capital Markets CMFO $75.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as bookrunner for ProFrac Holding Corp. on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 08/14/2025 Commercial Credit Group Inc. Equity Capital Markets Senior Notes $75.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Commercial Credit, Inc. on its senior unsecured notes offering Senior Unsecured Notes Sole Placement Agent
Published 08/14/2025 Compass Therapeutics Equity Capital Markets CMFO $120.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as active bookrunner for Compass Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 08/14/2025 The Bancorp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $200.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for The Bancorp, Inc. on its senior notes offering Senior Notes Joint Bookrunner
Published 08/12/2025 Immuneering Corp Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as sole sales agent for Immuneering Corp on an ATM Offering ATM Program Common Stock Sole Sales Agent
Published 08/12/2025 Zevia Equity Capital Markets At the Market Offering $20.0 Million Consumer, Food & Beverage °µÍø³Ô¹Ï served as sole sales agent for Zevia on an ATM offering ATM Program Common Stock Sole Sales Agent
Published 08/12/2025 HeartFlow Equity Capital Markets IPO $316.6 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as bookrunner for HeartFlow on its IPO Initial Public Offering Active Bookrunner
Published 08/11/2025 Zeo Energy Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as buy-side advisor for Zeo Energy on its acquisition of Heliogen Zeo Energy has acquired Heligoen Financial Advisor
Published 08/08/2025 Byline Bancorp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $75.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Byline Bancorp on its subordinated notes offering
 Subordinated Notes Sole Placement Agent
Published 08/07/2025 Avidbank Holdings, Inc Equity Capital Markets IPO $60.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as joint bookrunner for Avidbank Holdings, Inc. on its IPO Initial Public Offering Joint Bookrunner
Published 08/07/2025 EverBank Financial Corp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $200.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunning manager for EverBank Financial Corp on its subordinated notes offering Subordinated Notes Sole Bookrunner
Published 08/06/2025 Philz Coffee Mergers & Acquisitions Sell-Side Consumer, Restaurants °µÍø³Ô¹Ï served as sell-side advisor for Philz Coffee, a portfolio company of TPG Growth and Summit Partners, in the acquisition to Freeman Spogli
Philz Coffee has been acquired by Freeman Spogli Financial Advisor
Published 08/05/2025 Biomea Fusion Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Biomea Fusion on an ATM offering ATM Program Common Stock Sole Sales Agent
Published 08/04/2025 Shoulder Innovations Equity Capital Markets IPO $75.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as bookrunner for Shoulder Innovations, LLC on its IPO Initial Public Offering Active Bookrunner
Published 08/01/2025 Orchestra BioMed Equity Capital Markets CMFO Healthcare, Med-Tech °µÍø³Ô¹Ï served as lead left bookrunner and placement agent for Orchestra BioMed, Inc. on its CMFO and concurrent PIPE Confidentially Marketed Follow-On Offering & PIPE Active Bookrunner
Published 07/31/2025 SHOOK Research Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for SHOOK Research, on its strategic investment form PPC Enterprises Shook Research has received a strategic investment from PPC Enterprises Financial Advisor
Published 07/31/2025 ResMetrics Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for Reservoir Metrics in the acquisition to NCS Multistage ResMetrics has been acquired by NCS Multistage Financial Advisor

°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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