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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 04/07/2022 Xponential Fitness Financing, Equity Capital Markets Follow-On Offering $103.5 Million Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as passive bookrunner for Xponential Fitness Inc. on a follow-on offering Follow-On Offering Passive Bookrunner
Published 04/07/2022 Sentinel Capital Partners Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as buy-side advisor for Sentinel Capital Partners on acquisition of SPL Sentinel Capital Partners has acquired SPL Financial Advisor
Published 04/06/2022 Lacka Foods Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served sell-side advsior for the shareholders of Lacka Foods, parent of Ufit Drinks, on sale to Weetabix/Post Holdings Lacka Foods has been acquired by Weetabix / Post Holdings Financial Advisor
Published 04/05/2022 Aurotech Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Aurotech, a portfolio company of OpenGate Capital on its sale to DMI, a portfolio company of OceanSound Partners Aurotech, a portfolio company of OpenGate Capital has been acquired by DMI, a portfolio company of OceanSound Partners Financial Advisor
Published 04/04/2022 Advanced Micro Devices, Inc. Mergers & Acquisitions Buy-Side $1.9 Billion Technology, Software °µÍø³Ô¹Ï served as buy-side advisor for Advanced Micro Devices, Inc. on acquisition of Pensado Systems, Inc. The company's distributed services platform includes a high-performance, fully programmable packet processor and comprehensive software stack that accelerate networking, security, storage and other services for cloud, enterprise and edge applications Advanced Micro Devices, Inc. has acquired Pensado Systems, Inc.
Published 04/01/2022 Gexpro Services Mergers & Acquisitions Sell-Side Services & Industrials, Distribution °µÍø³Ô¹Ï served as sell-side advisor for Gexpro Services, a portfolio company of Luther King Capital Management Headwater Investments, on sale to Lawson Products Gexpro Services, a portfolio company of Luther King Capital Management Headwater Investments, has been acquired by Lawson Products Financial Advisor
Published 04/01/2022 Innovative Industrial Properties Financing, Equity Capital Markets Follow-On Offering $300.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as co-manager for Innovative Industrial Properties, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 04/01/2022 Fidelity Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $52.3 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Fidelity Financial Corporation on a 5.00% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 04/01/2022 Attorney's Title Guaranty Fund, Inc. Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for Attorney's Title Guaranty Fund, Inc. on sale to Guaranteed Rate Attorney's Title Guaranty Fund, Inc. has been acquired by Guaranteed Rate Financial Advisor
Published 04/01/2022 TestEquity LLC Mergers & Acquisitions Sell-Side Services & Industrials, Distribution °µÍø³Ô¹Ï served as sell-side advisor for TestEquity, a portfolio company of Luther King Capital Management Headwater Investments, on sale to Lawson Products TestEquity, a portfolio company of Luther King Capital Management Headwater Investments, has been acquired by Lawson Products Financial Advisor
Published 04/01/2022 Sammons Financial Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $500.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as co-manager for Sammons Financial on a senior notes offering Senior Notes Co-Manager
Published 04/01/2022 Fulgent Genetics Mergers & Acquisitions Buy-Side $170.0 Million Healthcare, Life Sciences Tools & Diagnostics °µÍø³Ô¹Ï served as buy-side advisor for Fulgent Genetics on acquisition of Inform Diagnostics, a portfolio company of Avista Capital Partners Fulgent Genetics has acquired Inform Diagnostics, a portfolio company of Avista Capital Partners Financial Advisor
Published 04/01/2022 Investar Holding Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $20.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Investar Holding Corporation Subordinated Notes Joint Placement Agent
Published 04/01/2022 Ready Capital Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $120.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole bookrunner for Ready Capital on a 6.125% senior notes due in 2025 Senior Notes Left Bookrunner
Published 04/01/2022 BeachBancorp, Inc. Mergers & Acquisitions Sell-Side $116.7 Million Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Beach Bancorp, Inc. on saele to The First Bancshares, Inc. Beach Bancorp, Inc. has been acquired by The First Bancshares, Inc. Financial Advisor
Published 03/31/2022 Iris Telehealth, Inc. Financing, Equity Private Placements Minority Capital Raise $40.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sole equity placement agent for Iris Telehealth, Inc. on a capital raise led by Concord Health Partners with additional investment from Columbia Pacific Minority Capital Raise Sole Placement Agent
Published 03/31/2022 LifeLoop Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for LifeLoop on sale to It's Never 2 Late (IN2L), a portfolio company of Vista Equity Partners LifeLoop has been acquired by It's Never 2 Late (IN2L), a portfolio company of Vista Equity Partners Financial Advisor
Published 03/31/2022 Arxada Mergers & Acquisitions Buy-Side Chemicals °µÍø³Ô¹Ï served as buy-side advisor for Arxada, a portfolio company of Bain Capital and Cinven, formerly known as Lonza Specialty Ingredients, on acquisition of Troy Corporation Arxada, a portfolio company of Bain Capital and Cinven, formerly known as Lonza Specialty Ingredients, has acquired Troy Corporation Financial Advisor
Published 03/31/2022 Aspen Surgical Products, Inc. Mergers & Acquisitions Strategic Advisory Healthcare, Med-Tech °µÍø³Ô¹Ï served as financial advisor for Aspen Surgical Products, Inc., a portfolio company of Audax Group, on funding a single-asset continuation vehicle Aspen Surgical Products, Inc., a portfolio company of Audax Group, has received funding for a single-asset continuation vehicle Financial Advisor
Published 03/31/2022 Southcross Energy Partners Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as sell-side advisor for Southcross Energy Partners on sale of its Upper Gulf Coast Pipeline System to Max Energy
 Southcross Energy Partners on sale of its Upper Gulf Coast Pipeline System to Max Energy 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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