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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 04/04/2023 Protagonist Therapeutics, Inc. Equity Capital Markets CMFO $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Protagonist Therapeutics, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 04/03/2023 National Bank Holdings Corp. Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for National Bank Holdings Corp. on acquisition of Cambr, a subsidiary of StoneCastle Partners, LLC
National Bank Holdings Corp. has acquired Cambr, a subsidiary of StoneCastle Partners, LLC Financial Advisor
Published 04/01/2023 Solidcore Financing, Equity Private Placements Minority Capital Raise Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as sole financial advisor for Solidcore Holdings, LLC on a significant minority investment from Kohlberg & Co. Solidcore Holdings, LLC has received an investment from Kohlberg & Co. Financial Advisor
Published 04/01/2023 Palatine Impact Private Capital Advisory, Private Funds Private Funds Private Capital Advisory °µÍø³Ô¹Ï served as sole placement agent to Palatine Impact on the capital raise for Impact Fund II Fund II
 Sole Placement Agent
Published 03/31/2023 Innovia Medical, LLC Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Innovia Medical, LLC, a portfolio company of Shore Capital, on sale to Inverness Graham Innovia Medical, LLC, a portfolio company of Shore Capital, has sold to Inverness Graham Financial Advisor
Published 03/31/2023 ConocoPhillips Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as buy-side advisor for ConocoPhillips on the acquisition of the outstanding 50% equity interests in Beta Crude Connector, LLC from Frontier Midstream Solutions IV, LLC ConocoPhillips has acquired the outstanding 50% equity interests in Beta Crude Connector, LLC from Frontier Midstream Solutions IV, LLC Financial Advisor
Published 03/31/2023 Cleveland Integrity Services Restructuring Chapter 11 Reorganization Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published 03/30/2023 Silicon Valley Bridge Bank, National Association Mergers & Acquisitions, Restructuring Sell-Side Financial Services, Asset & Wealth Management, Depositories °µÍø³Ô¹Ï advised The Federal Deposit Insurance Corporation on its sale of all deposits and loans of Silicon Valley Bridge Bank, N.A. to First-Citizens Bank & Trust Company
 First-Citizens Bank & Trust Company has acquired Silicon Valley Bridge Bank, N.A. from the FDIC Financial Advisor
Published 03/24/2023 Technical and Management Resources Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Technical and Management Resources on its sale to The One 23 Group, a portfolio company of Willow Creek Partners Technical and Management Resources, Inc, has been acquired by The One 23 Group, a portfolio company of Willow Creek Partners Financial Advisor
Published 03/23/2023 USD Partners LP Mergers & Acquisitions Sell-Side $33.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as sell-side advisor for USD Partners LP on sale of its Casper rail terminal to Midstream Energy Partners LLP
USD Partners LP has sold its Casper rail terminal to Midstream Energy Partners LLP
Financial Advisor
Published 03/21/2023 Blackhawk Bancorp. Inc. Mergers & Acquisitions Sell-Side $90.3 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Blackhawk Bancorp, Inc. on sale to First Mid Bancshares, Inc. Blackhawk Bancorp, Inc. has sold to First Mid Bancshares, Inc. Financial Advisor
Published 03/20/2023 FreshPet Equity Capital Markets Convertible Offering $402.5 Million Consumer, Diversified Consumer Products °µÍø³Ô¹Ï served as co-manager for Freshpet, Inc. on a convertible notes offering
 Convertible Notes Offering Co-Manager
Published 03/19/2023 Signature Bridge Bank, National Association Mergers & Acquisitions, Restructuring Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for The Federal Deposit Insurance Corporation on sale of substantially all deposits and certain loan portfolios of Signature Bridge Bank, N.A. to New York Community Bancorp, Inc. New York Community Bancorp, Inc. has acquired Signature Bridge Bank, N.A. from the FDIC Financial Advisor
Published 03/18/2023 Arbor Realty Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $95.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Arbor Realty Trust, Inc. on a senior notes offering
 Senior Notes Offering Sole Placement Agent
Published 03/16/2023 FAT Brands Restructuring Out-of-Court Debt Restructuring Consumer, Restaurants °µÍø³Ô¹Ï served as advisor to preferred equity holder on the exchange of its preferred stock for SPV secured notes Out-of-Court Restructuring Financial Advisor
Published 03/16/2023 Co-Diagnostics Equity Capital Markets At the Market Offering $17.1 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Co-Diagnostics on an ATM offering ATM Sole Placement Agent
Published 03/15/2023 Rhythmlink International, LLC Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Rhythmlink International, LLC, a portfolio company of New Heritage Capital, on sale to Graham Partners, Inc.
 Rhythmlink International, LLC, a portfolio company of New Heritage Capital, has sold to Graham Partners, Inc. Financial Advisor
Published 03/13/2023 Jones Capital Restructuring Creditor Advisory Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor for Jones Capital on the out-of-court restructuring of Yak Access Creditor Advisory Financial Advisor
Published 03/13/2023 Permian Resources Corporation Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $347.9 Million Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as co-manager for Permian Resources Corporation on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Co-Manager
Published 03/10/2023 Atlas Energy Solutions Inc. Financing, Equity Capital Markets IPO $1.8 Billion Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as bookrunner for Atlas Energy Solutions, Inc. on its initial public offering Initial Public Offering Active Bookrunner

°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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