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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 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 West Bancorporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $60.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunner for West Bancorporation on a 5.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
Published 06/01/2022 Gramercy Funds Management LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for Gramercy Funds Management, LLC on sale of a minority stake to Kudu Investment Management Gramercy Funds Management, LLC has sold a minority stake to Kudu Investment Management
 Financial Advisor
Published 05/24/2022 Intricon Corp. Mergers & Acquisitions Sell-Side $246.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Intricon Corporation on sale to Altaris Capital Partners, LLC Intricon Corporation has been acquired by Altaris Capital Partners, LLC Financial Advisor
Published 05/18/2022 Captain D's, LLC Mergers & Acquisitions Sell-Side Consumer, Restaurants °µÍø³Ô¹Ï served as sell-side advisor for Captain D's, LLC, a portfolio company of Sentinel Capital Partners, on sale to Centre Partners Management LLC Captain D's, LLC, a portfolio company of Sentinel Capital Partners, has been acquired by Centre Partners Management LLC Financial Advisor
Published 05/18/2022 Metasource, LLC Financing, Debt Capital Markets Senior Term Loan Services & Industrials, Business Services °µÍø³Ô¹Ï served as sole debt placement agent for MetaSource, LLC, a portfolio company of Eos Partners, L.P. Senior Term Loan Sole Placement Agent
Published 05/18/2022 Genesis Research LLC Mergers & Acquisitions Buy-Side Healthcare, Healthcare Services °µÍø³Ô¹Ï served as buy-side advisor for Genesis Research, a portfolio company of GHIO, on its acquisition of Market Access Transformation, a portfolio company of Silversmith Capital Partners Genesis Research, a portfolio company of GHIO, has acquired Market Access Transformation, a portfolio company of Silversmith Capital Partners Financial Advisor
Published 05/16/2022 Inhibikase Therapeutics Equity Capital Markets At the Market Offering $98.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Inhibikase Therapeutics on an ATM offering ATM Sole Placement Agent
Published 05/13/2022 ProFrac Holdings Corp Financing, Equity Capital Markets IPO $328.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as bookrunner for ProFrac Holdings Corp on its initial public offering Initial Public Offering Active Bookrunner
Published 05/09/2022 Marvell Technology, Inc. Mergers & Acquisitions Buy-Side Technology, Internet & Digital Media °µÍø³Ô¹Ï served as buy-side advisor for Marvell Technology, Inc. on acquisition of Tanzanite Silicon Solutions, Inc., a leading developer of advanced Compute Express Linkâ„¢ (CXLâ„¢) technologies Marvell Technology, Inc. has acquired Tanzanite Silicon Solutions, Inc. Financial Advisor
Published 05/09/2022 Tuesday Morning Corporation Restructuring Special Situations Financing Consumer, Retail & Disruptive Commerce °µÍø³Ô¹Ï served as financial advisor for Tuesday Morning Corporation on a recapitalized led by a multi-party investment from Retail Ecommerce Ventures, Ayon Capital and certain members of management Tuesday Morning Corporation recapitalization led by a multi-party investment from Retail Ecommerce Ventures, Ayon Capital and certain members of management
Published 05/09/2022 Fulcrum Therapeutics Equity Capital Markets At the Market Offering $50.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Fulcrum Therapeutics on an ATM offering ATM Sole Placement Agent
Published 05/03/2022 Ivenix, Inc. Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sole financial advisor for Ivenix, Inc. on sale to Fresenius Kabi USA, LLC Ivenix, Inc. has been acquired by Fresenius Kabi USA, LLC Financial Advisor
Published 05/03/2022 BehavioSec Mergers & Acquisitions Sell-Side Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for BehavioSec on sale to LexisNexis Risk Solutions. Solutions from BehavioSec will become a part of the Business Services group within LexisNexis Risk Solutions and enhance its device and digital identity-focused offerings, such as LexisNexis® ThreatMetrix® BehavioSec has been acquired by LexisNexis Risk Solutions Financial Advisor
Published 05/02/2022 Protegis Fire & Safety Mergers & Acquisitions Sell-Side Services & Industrials, Facility Services °µÍø³Ô¹Ï served as sell-side advisor for Protegis Fire & Safety, a portfolio company of Align Capital Partners, on sale to Summit Companies, a portfolio company of BlackRock Long Term Private Capital Protegis Fire & Safety, a portfolio company of Align Capital Partners, has been acquired by Summit Companies, a portfolio company of BlackRock Long Term Private Capital Financial Advisor
Published 05/01/2022 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $173.2 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side for Seacoast Banking Corporation of Florida has acquired Drummond Community Bank Seacoast Banking Corporation of Florida has acquired Drummond Community Bank Financial Advisor
Published 05/01/2022 United Fidelity Bank Equity Capital Markets, Financing Preferred Stock $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for United Fidelity Bank on a 8.50% non-cumulative perpetual preferred stock offering Preferred Stock Sole Placement Agent
Published 05/01/2022 South Street Securities Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $21.0 Million Financial Services, FinTech °µÍø³Ô¹Ï served as sole placement agent for South Street Securities on a 7.50% senior notes offering due in 2025 Senior Notes Sole Placement Agent
Published 05/01/2022 GrandSouth Bancorporation Mergers & Acquisitions Sell-Side $63.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for GrandSouth Bancorporation on sale to First Bancorp GrandSouth Bancorporation has been acquired by First Bancorp Financial Advisor
Published 05/01/2022 United Fidelity Bank Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $23.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for United Fidelity Bank on a 5.75% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent

°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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