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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 07/11/2025 Milestone Pharmaceuticals Equity Capital Markets CMFO Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Milestone Pharmaceuticals on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/10/2025 Civista Bancshares Mergers & Acquisitions Buy-Side $70.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Civista Bancshares, on its agreed acquisition of The Farmers Savings Bank
Civista Bancshares has agreed to acquire The Farmers Savings Bank Financial Advisor
Published 07/08/2025 New York Mortgage Trust Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $90.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as bookrunner for New York Mortgage Trust on its senior notes offering
Senior Notes Active Bookrunner
Published 07/03/2025 Eos Fitness Holdings, LLC Mergers & Acquisitions Sell-Side Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as the lead financial advisor for Eos Fitness, a portfolio company of BRS, in acquisition to TSG Consumer EoS Fitness, a portfolio company of BRS, has been acquired by TSG Consumer Financial Advisor
Published 07/02/2025 Inovio Pharmaceuticals, Inc. Equity Capital Markets CMFO $25.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Inovio Pharmaceuticals, Inc. on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/01/2025 CoastalSouth Bancshares, Inc. Equity Capital Markets IPO $43.8 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for CoastalSouth Banchsares, Inc. on its IPO Initial Public Offering Active Bookrunner
Published 06/30/2025 Finnebrogue Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as financial advisor for Finnebrogue on its sale to Sofina Finnebrogue has been acquired by Sofina Financial Advisor
Published 06/30/2025 Lawrence Bancshares, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $47.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Lawrence Bancshares, Inc. on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 06/30/2025 Nektar Therapeutics Equity Capital Markets CMFO $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Nektar Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 06/25/2025 The Akkermansia Company Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as sell-side advisor for The Akkermansia Company on its sale to Danone The Akkermansia Company has been acquired by Danone Financial Advisor
Published 06/25/2025 Bridgewater Bancshares, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $80.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Bridgewater Bancshares, Inc. on its subordinated notes offering = Subordinated Notes Lead Placement Agent
Published 06/24/2025 Avista Healthcare Partners Private Capital Advisory, Secondary Capital Secondary Capital Healthcare, Med-Tech Advised on the formation of a single asset continuation vehicle for a healthcare precision contract manufacturing portfolio company Single Asset Continuation Vehicle Secondary Advisor
Published 06/24/2025 First Bank Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $35.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for First bank on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 06/17/2025 Slide Insurance Equity Capital Markets IPO $469.2 Million Financial Services, Insurance °µÍø³Ô¹Ï served as co-manager for Slide Insurance on its IPO Initial Public Offering Co-Manager
Published 06/16/2025 Spinnaker Insurance Co Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole placement agent for Spinnaker Insurance surplus notes offering Surplus Notes Sole Placement Agent
Published 06/16/2025 Mammoth Energy Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for Mammoth Energy Services in the sale of its high-pressure hydraulic fracturing pumping assets to Flying A Pumping Services Mammoth Energy Services has sold its hydraulic fracturing pumping assets to Flying A Pumping Services Financial Advisor
Published 06/16/2025 FineMark Holdings, Inc. Mergers & Acquisitions Sell-Side $585.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for FineMark Holdings, Inc. on its announced merger with Commerce Bancshares, Inc. FineMark Holdings, Inc. has agreed to merge with Commerce Bancshares, Inc. Financial Advisor
Published 06/13/2025 South State Corporation Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $350.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for South State Corporation on its subordinated notes offering Subordinated Notes Offering Active Bookrunner
Published 06/13/2025 Convergent Dental Financing, Debt Capital Markets Senior Term Loan $45.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as sole placement agent for Convergent Dental on its senior secured term loan Sr. Secured Term Loan Sole Placement Agent
Published 06/11/2025 South Street Securities Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $29.5 Million Financial Services, FinTech °µÍø³Ô¹Ï served as sole placement agent for South Street Securities on senior unsecured notes Senior Unsecured 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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