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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 03/09/2023 Popular, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $400.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as co-manager for Popular Inc. on a senior unsecured notes offering
 Senior Notes Co-Manager
Published 03/08/2023 The Stoller Group Mergers & Acquisitions Sell-Side Agriculture & Biorenewables °µÍø³Ô¹Ï served as sell-side advisor for Stoller Group, Inc. on sale to Corteva, Inc. Stoller Group, Inc. has sold to Corteva, Inc. Financial Advisor
Published 03/08/2023 Miromatrix Medical Inc. Financing, Equity Capital Markets CMFO $10.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Miromatrix Medical, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Left Bookrunner
Published 03/08/2023 FTAI Aviation Ltd. Financing Preferred Stock $65.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as co-manager for FTAI Aviation Ltd. on a preferred shares offering Preferred Stock Co-Manager
Published 03/08/2023 Greene's Energy Group Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for Greene's Energy Group on sale to KLX Energy Services Holdings, Inc. Greene's Energy Group has sold to KLX Energy Services Holdings, Inc. Financial Advisor
Published 03/07/2023 Thoma Bravo Mergers & Acquisitions Buy-Side $8.0 Billion Technology, Software °µÍø³Ô¹Ï served as buy-side advisor for Thoma Bravo, L.P. on acquisition of Coupa Software
 Thoma Bravo, L.P. has acquired Coupa Software Financial Advisor
Published 03/07/2023 Tempo Mergers & Acquisitions Buy-Side Technology, Software Mar '23 - °µÍø³Ô¹Ï served as buy-side advisor for Tempo, a portfolio company of Diversis Capital, on acquisition of LiquidPlanner, Inc. - (Bhojwani)
 Tempo, a portfolio company of Diversis Capital, has acquired LiquidPlanner, Inc. Financial Advisor
Published 03/06/2023 Floratine BioSciences, Inc. Mergers & Acquisitions Sell-Side Consumer, Agriculture & Biorenewables °µÍø³Ô¹Ï served as sell-side advisor for Floratine BioSciences, Inc. on sale to Valent BioSciences, a subsidiary of Sumitomo Chemical Co., Ltd. Floratine BioSciences, Inc. has sold to Valent BioSciences, a subsidiary of Sumitomo Chemical Co., Ltd. Financial Advisor
Published 03/06/2023 TCR2 Therapeutics Mergers & Acquisitions Merger Healthcare, Biopharma °µÍø³Ô¹Ï served as financial advisor for TCR2 Therapeutics Inc. on combination with Adaptimmune Therapeutics
 TCR2 Therapeutics Inc. has combined with Adaptimmune Therapeutics
 Financial Advisor
Published 03/02/2023 Bumble Trading Inc. Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $313.5 Million Technology, Internet & Digital Media °µÍø³Ô¹Ï served as co-manager for Bumble, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-on offering Co-Manager
Published 03/01/2023 Clearwater Analytics Financing, Equity Capital Markets Follow-On Offering $195.0 Million Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as co-manager for Clearwater Analytics on a follow-on offering
 Follow-On Offering Co-Manager
Published 03/01/2023 ELMC Equity Premier, LLC Mergers & Acquisitions Division Carve Out Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for ELMC Equity Premier, LLC, a portfolio company of J.C. Flowers & Co., has sold its MGU operations to NSM Insurance Group
 ELMC Equity Premier, LLC, a portfolio company of J.C. Flowers & Co., has sold its MGU operations to NSM Insurance Group Financial Advisor
Published 03/01/2023 PowerSchool Group LLC Financing Follow-On Offering $182.7 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for PowerSchool Holdings, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 02/28/2023 XB Fulfillment Financing, Debt Capital Markets Senior Term Loan $100.0 Million Services & Industrials, Transportation & Logistics °µÍø³Ô¹Ï served as sole debt placement agent for X Border Holdings, LLC on a debt capital raise Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Placement Agent
Published 02/28/2023 Health & Wellness Partners, LLC Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for Health & Wellness Partners, LLC on recapitalization by New MainStream Capital
 Health & Wellness Partners, LLC has been recapitalized by New MainStream Capital Financial Advisor
Published 02/28/2023 Garnett Station Capital Partners Mergers & Acquisitions Buy-Side Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as buy-side advisor for Garnett Station Capital Partners on acquisition of Apex Auto Holdings, LLC Garnett Station Capital Partners has acquired Apex Auto Holdings, LLC Financial Advisor
Published 02/28/2023 Synthomer plc Mergers & Acquisitions Division Carve Out $255.0 Million Chemicals °µÍø³Ô¹Ï served as sell-side advisor to Synthomer on the sale of its laminates, films and coated fabrics businesses to Surteco North America
Synthomer plc has sold its laminates, films and coated fabrics businesses to Surteco North America
Published 02/23/2023 Partners Bancorp Mergers & Acquisitions Sell-Side $167.8 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Partners Bancorp on announced sale to LINKBANCORP Partners Bancorp has agreed to be acquired by LINKBANCORP Financial Advisor
Published 02/23/2023 Summit2Sea Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Summit2Sea on its sale to cBEYONData, a portfolio company of Bluestone Investment Partners Summit2Sea has been acquired by cBEYONData, a portfolio company of Bluestone Investment Partners Financial Advisor
Published 02/23/2023 Wayne Savings Bancshares, Inc. Mergers & Acquisitions Sell-Side $68.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Wayne Savings Banchshares, Inc. on announced sale to Main Street Financial Services Corp Wayne Savings Banchshares, Inc. has agreed to be acquired by Main Street Financial Services Corp 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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