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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 07/01/2022 Heritage Southeast Bancorporation, Inc. Mergers & Acquisitions Sell-Side $207.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Heritage Southeast Bancorporation, Inc. on sale to The First Bancshares, Inc. Heritage Southeast Bancorporation, Inc. has been acquired by The First Bancshares, Inc. Financial Advisor
Published 07/01/2022 BlueSky Bank Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for BlueSky Bank on announced acquisition of First National Bank & Trust Company BlueSky Bank has agreed to acquire First National Bank & Trust Company Financial Advisor
Published 06/30/2022 Sundance Energy Mergers & Acquisitions Sell-Side $354.0 Million Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as sell-side advisor for Sundance Energy, Inc. on divestiture of its Eagle Ford assets to SilverBow Resources, Inc. Sundance Energy, Inc. has divested its Eagle Ford assets to SilverBow Resources, Inc. Financial Advisor
Published 06/27/2022 Scholar Rock Holding Corporation Financing, Equity Capital Markets PIPE $205.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as co-placement agent for Scholar Rock Holding Corp on a registered direct offering PIPE Joint Placement Agent
Published 06/26/2022 Cypress Environmental Partners Restructuring Chapter 11 Reorganization Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as investment banker for Cypress Environmental Partners on its chapter 11 plan of reorganization and sale in connection with the process with Argonaut Private Equity
 Chapter 11 Reorganization Financial Advisor
Published 06/24/2022 Balmoral Funds Mergers & Acquisitions Buy-Side Chemicals °µÍø³Ô¹Ï served as buy-side advisor for Balmoral Funds on acquisition of Trecora Resources Inc Balmoral Funds has acquired Trecora Resources Inc Financial Advisor
Published 06/23/2022 Scalefast Inc. Mergers & Acquisitions Sell-Side Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Scalefast Inc. on sale to ESW, a subsidiary of Asendia Scalefast Inc. has been acquired by ESW, a subsidiary of Asendia Financial Advisor
Published 06/23/2022 U.S. Well Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for U.S. Well Services ("USWS") on sale of all outstanding shares to ProFrac Holding Corp. U.S. Well Services had sold all of its outstanding shares to ProFrac Holding Corp. Financial Advisor
Published 06/22/2022 Mercury Healthcare, Inc. Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for Mercury Healthcare, a portfolio company of Vestar Capital Partners, on sale to WebMD, a subsidiary of Internet Brands, a portfolio company of KKR & Co. Mercury Healthcare, Inc., a portfolio company of Vestar Capital Partners, has been acquired by WebMD, a subsidiary of Internet Brands, a portfolio company of KKR & Co. Financial Advisor
Published 06/21/2022 Flotek Industries, Inc. Mergers & Acquisitions Strategic Advisory $19.5 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sole financial advisor for Flotek Industries, Inc. on a Securities Purchase Agreement with ProFrac Holdings II, LLC Flotek Industries, Inc. has secured a Securities Purchase Agreement with ProFrac Holdings II, LLC Financial Advisor
Published 06/21/2022 Flotek Industries, Inc. Mergers & Acquisitions Strategic Advisory Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sole financial advisor for Flotek Industries, Inc. on its structured private placement of non-voting common stock from ProFrac Holdings II, LLC.
 Private Placement
 Financial Advisor
Published 06/21/2022 Venterra Group PLC Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as buy-side advisor for Venterra Group PLC on acquisition of Balltec Limited Venterra Group PLC has acquired Balltec Limited Financial Advisor
Published 06/14/2022 Day One Biopharmaceuticals, Inc. Financing, Equity Capital Markets Follow-On Offering $172.5 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Day One Biopharmaceuticals, Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 06/14/2022 SMT Energy Mergers & Acquisitions Minority Investment Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as financial advisor for SMT Energy on a capital raise for the construction of battery storage projects from Susi Partners SMT Energy has completed a capital raise from Susi Partners Financial Advisor
Published 06/13/2022 Cogent Biosciences Financing, Equity Capital Markets Follow-On Offering $172.6 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Cogent Biosciences, Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 06/08/2022 SemanticBits Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for SemanticBits on its sale to ICF International SemanticBits has been acquired by ICF International Financial Advisor
Published 06/01/2022 UB Bancorp Mergers & Acquisitions Sell-Side $117.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for UB Bancorp on sale to F.N.B. Corporation UB Bancorp has been acquired by F.N.B. Corporation Financial Advisor
Published 06/01/2022 OYO Corporation U.S.A Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for OYO Corporation U.S.A on sale of its subsidiary NCS Subsea to Ocean Floor Geophysics, a portfolio company of PGS ASA
 OYO Corporation U.S.A has sold its subsidiary NCS Subsea to Ocean Floor Geophysics, a portfolio company of PGS ASA Financial Advisor
Published 06/01/2022 Northfield Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $62.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Northfield Bancorp on a 5.00% fixed-to-floating rate subordinated notes offering due 2032 Subordinated Notes Joint Placement Agent
Published 06/01/2022 Netsurion LLC Mergers & Acquisitions Division Carve Out Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Netsurion on sale of its Secure Edge Networking business, a portfolio company of PSG, to Acumera Netsurion has divested its Secure Edge Networking business, a portfolio company of PSG, to Acumera 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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