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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 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 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 Avidbank Holdings, Inc. Equity Capital Markets, Financing Follow-On Offering $28.6 Million Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Avidbank Holdings, Inc. on a follow-on offering Follow-On Offering Financial Advisor
Published 05/01/2022 Cartesian Growth Corporation II Financing, Equity Capital Markets IPO $200.0 Million Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as co-manager for Cartesian Growth Corporation II on its initial public offering Initial Public Offering Financial Advisor
Published 05/01/2022 Stellus Capital Management Private Capital Advisory, Capital Solutions Capital Solutions $225.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole placement agent for Stellus Capital Management on the formation of and strategic anchor capital for private BDC strategy Private BDC Transaction
 Sole Placement Agent
Published 05/01/2022 Dime Community Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $160.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for Dime Community Bancshares, Inc. on a 5.00% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active Bookrunner
Published 05/01/2022 Hanover Bancorp, Inc. Equity Capital Markets, Financing IPO $26.8 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for Hanover Bancorp, Inc. on its initial public offering Initial Public Offering Active Bookrunner
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 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 GoAuto Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for GoAuto on sale to Milestone Partners GoAuto has been acquired by Milestone Partners Financial Advisor
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
Published 05/01/2022 United Community Banks, Inc. Mergers & Acquisitions Buy-Side $271.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for United Community Banks, Inc. on acquisition of Progress Financial Corporation United Community Banks, Inc. has acquired Progress Financial Corporation Financial Advisor
Published 05/01/2022 PCSB Financial Corporation Mergers & Acquisitions Sell-Side $313.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for PCSB Financial Corporation on sale to Brookline Bancorp PCSB Financial Corporation has been acquired by Brookline Bancorp Financial Advisor
Published 05/01/2022 Dakota Financial, LLC Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $30.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Dakota Financial, LLC on 7.00% senior notes due in 2025 Senior Notes Sole Placement Agent
Published 05/01/2022 FFL Partners Private Capital Advisory, Private Funds Private Funds $917.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole placement agent to FFL Partners on Fund V Fund V Sole Placement Agent
Published 05/01/2022 Assabet Valley Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $28.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Assabet Valley Bancorp, holding company for Avidia Bank, on a 4.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 04/26/2022 U.S. Well Services Equity Capital Markets At the Market Offering $50.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as placement agent for U.S. Well Services on an ATM offering ATM 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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