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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 01/30/2023 | Clearsense | Financing, Equity Private Placements | Minority Capital Raise | $50.0 Million | Image
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Healthcare, Information-Driven Healthcare | °µÍø³Ô¹Ï served as sole equity placement agent for Clearsense on an equity capital raise led by HealthQuest Capital with an additional investment from Health Catalyst Capital and UPMC | Minority Capital Raise | Sole Placement Agent |
| Published | 01/26/2023 | Orchestra BioMed, Inc. | Mergers & Acquisitions, Financing, Equity Capital Markets | Advisory | $180.0 Million | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as capital markets advsior for Orchestra BioMed, Inc. on business combination with Health Sciences Acquisitions Corporation 2; joint lead placement agent on a Series D financing; and financial advisor on the strategic collaboration with Medtronic | Orchestra BioMed, Inc. has merged with Health Sciences Acquisitions Corporation 2 | Financial Advisor |
| Published | 01/25/2023 | Paragon 28, Inc. | Financing, Equity Capital Markets | CMFO | $110.5 Million | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as bookrunner for Paragon 28, Inc. on a confidentially marketed follow on offering |
Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/25/2023 | Pliant Therapeutics, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $287.5 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Pliant Therapeutics, Inc. on a follow-on offering | Follow-On Offering | Active Bookrunner |
| Published | 01/23/2023 | CymaBay Therapeutics, Inc. | Financing, Equity Capital Markets | CMFO | $97.7 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as left bookrunner for Cymabay Therapeutics, Inc. on a confidentially marketed follow-on offering |
Confidentially Marketed Follow-On Offering | Left Bookrunner |
| Published | 01/17/2023 | SeaSpine Holdings Corporation | Mergers & Acquisitions | Merger | $862.0 Million | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as financial advisor for SeaSpine Holdings Corporation on a merger of equals with Orthofix Medical Inc. | SeaSpine Holdings Corporation has merged with Orthofix Medical Inc. | Financial Advisor |
| Published | 01/17/2023 | Fulcrum Therapeutics, Inc. | Financing, Equity Capital Markets | CMFO | $125.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Fulcrum Therapeutics, Inc. on a confidentially marketed follow-on offering |
Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/13/2023 | Skyward Specialty Insurance | Financing, Equity Capital Markets | IPO | $154.4 Million | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as bookrunner for Skyward Specialty Insurance Group, Inc. on an initial public offering |
Initial Public Offering | Passive Bookrunner |
| Published | 01/12/2023 | Simeio Solutions LLC | Mergers & Acquisitions | Buy-Side | Image
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Technology, Security | °µÍø³Ô¹Ï served as buy-side advisor for Simeio Solutions LLC on acquisition of PathMaker Group L.P. |
Simeio Solutions LLC has acquired PathMaker Group L.P. | Financial Advisor | |
| Published | 01/12/2023 | Expro Group | Financing, Equity Capital Markets | Follow-On Offering | $151.8 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as bookrunner for Expro Group Holdings NV on a follow-on offering | Follow-On Offering | Passive Bookrunner |
| Published | 01/12/2023 | Diamondback Energy | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Upstream | °µÍø³Ô¹Ï served as sell-side advisor for Diamondback Energy Inc. on sale of their 10% ownership in Gray Oak Pipeline to Enbridge | Diamondback Energy Inc. has sold their 10% ownership in Gray Oak Pipeline to Enbridge | Financial Advisor | |
| Published | 01/11/2023 | Bliss HoldCo Inc. | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Beauty & Personal Care, Diversified Consumer Products | °µÍø³Ô¹Ï served as sell-side advisor for Bliss HoldCo Inc., a portfolio company of L Catterton, on sale to AS Beauty Group |
Bliss HoldCo Inc. | Financial Advisor | |
| Published | 01/10/2023 | Aspen Aerogels, Inc. | Financing, Equity Capital Markets | At the Market Offering | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | °µÍø³Ô¹Ï served as bookrunner for Aspen Aerogels, Inc. on an at the marketing offering. The company produces aerogel materials used primarily in the energy infastructure, building materials and electric vehicle markets | At The Market Offering | Active Bookrunner | |
| Published | 01/10/2023 | Fluid Energy | Mergers & Acquisitions | Division Carve Out | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sell-side advisor for Fluid Energy Group Ltd. on divestiture of its modified and synthetic acids and industrial businesses to Dorf Ketal Chemicals |
Fluid Energy Group Ltd. has divested its modified and synthetic acids and industrial businesses to Dorf Ketal Chemicals |
Financial Advisor | |
| Published | 01/10/2023 | Cactus Wellhead, LLC | Financing, Equity Capital Markets | Follow-On Offering | $172.5 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as bookrunner for Cactus, Inc. on a follow on offering |
Follow-On Offering | Passive Bookrunner |
| Published | 01/10/2023 | Redwood Trust | Financing, Equity Capital Markets | Preferred Stock | $65.0 Million | Image
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Financial Services, Specialty Finance | °µÍø³Ô¹Ï served as bookrunner for Redwood Trust, Inc. on a preferred stock offering |
Preferred Stock |
Active Bookrunner |
| Published | 01/05/2023 | First National of Nebraska, Inc. | Mergers & Acquisitions | Buy-Side | Image
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Financial Services | °µÍø³Ô¹Ï served as buy-side advisor for First National of Nebraska, Inc. on announced acquisition of Northland Capital Holdings |
First National of Nebraska, Inc. has agreed to acquire Northland Capital Holdings |
Financial Advisor | |
| Published | 01/05/2023 | Claria Medical, Inc. | Mergers & Acquisitions | Strategic Advisory | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as financial advisor for Claria Medical, Inc. on a strategic financing led by Organon & Co. | Claria Medical, Inc. has received a strategic financing led by Organon & Co. | Financial Advisor | |
| Published | 01/05/2023 | Esquire Deposition Solutions | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Business Services | °µÍø³Ô¹Ï served as sell-side advisor for Esquire Deposition Solutions, LLC, a portfolio company of Bayside Capital, on sale to Gridiron Capital | Esquire Deposition Solutions, LLC, a portfolio company of Bayside Capital, has sold to Gridiron Capital | Financial Advisor | |
| Published | 01/04/2023 | REV Energy Services | Mergers & Acquisitions | Sell-Side | $160.0 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sell-side advisor for REV Energy Services on sale to ProFrac Holding Corp. to increase their total horsepower and expand their geographic presence in the Bakken, DJ and Powder River Basins | REV Energy Services has sold to ProFrac Holding 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.