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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 03/08/2022 Del Taco Restaurants, Inc. Mergers & Acquisitions Sell-Side $572.6 Million Consumer, Restaurants °µÍø³Ô¹Ï served as sell-side advisor for Del Taco Restaurants, Inc. on sale to Jack in the Box Inc. Del Taco Restaurants, Inc. has been acquired by Jack in the Box Inc. Financial Advisor
Published 03/02/2022 User Zoom. Inc. Mergers & Acquisitions Minority Investment Technology, Software °µÍø³Ô¹Ï served as financial advisor for Thoma Bravo, L.P. on a strategic growth investment in User Zoom, Inc. The investment is expected to be used to accelerate innovation and growth for UserZoom's proprietary platforms Thoma Bravo, L.P. has provided a strategic growth investment in User Zoom, Inc. Financial Advisor
Published 03/01/2022 Velocity Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $215.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Velocity Financial, Inc. on a 7.125% senior secured notes due in 2032 Senior Notes Sole Placement Agent
Published 03/01/2022 Coastal Carolina Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $10.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Coastal Carolina Bancshares, Inc. on a 4.00% fixed-to-floating rate subordinated notes offerin due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Angelo Gordon Financing, Equity Capital Markets Strategic Advisory $97.5 Million Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as referral agent for Angelo Gordon on an AG asset based credit fund AG Asset Based Credit Fund Financial Advisor
Published 03/01/2022 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 to Targa Resources Corp
 Southcross Energy Partners has sold to Targa Resources Corp Financial Advisor
Published 03/01/2022 Veritex Holdings, Inc. Equity Capital Markets, Financing Follow-On Offering $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as co-manager for Veritex on a follow-on offering Follow-On Offering Co-Manager
Published 03/01/2022 Hometown Financial Group Mergers & Acquisitions Buy-Side $146.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Hometown Financial Group on acquisition of Randolph Bancorp, Inc. Hometown Financial Group has acquired Randolph Bancorp, Inc. Financial Advisor
Published 03/01/2022 Cambridge Financial Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $70.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Cambridge Financial Group, Inc., holding company for Cambridge Savings Bank, 3.625% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Sandy Spring Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $200.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunner for Sandy Spring Bancorp on a 3.875% fixed-to-floating rate subordinated notes offering Subordinated Notes Left Bookrunner
Published 03/01/2022 MPIE Limited Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for MPIE Limited on sale to Constellation MPIE Limited has been acquired by Constellation, Inc. Financial Advisor
Published 03/01/2022 FFL Partners Private Capital Advisory, Secondary Capital Secondary Capital Private Capital Advisory °µÍø³Ô¹Ï served as sole financial advisor to FFL partners for its Multi Asset Continuation Vehicle Multi Asset Continuation Vehicle
 Secondary Advisor
Published 03/01/2022 OTC Markets Group Inc. Mergers & Acquisitions Sell-Side Financial Services, FinTech °µÍø³Ô¹Ï served as sell-side advisor for OTC Markets on sale to Blue Sky Data Corp OTC Markets has been acquired by Blue Sky Data Corp Financial Advisor
Published 03/01/2022 Sumridge Partners Mergers & Acquisitions Sell-Side Financial Services, FinTech °µÍø³Ô¹Ï served as sell-side advisor for Sumridge Partners on sale to Raymond James Sumridge Partners has been acquired by Raymond James Financial Advisor
Published 03/01/2022 Amerant Bancorp Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Amerant on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 ProFrac Holding Corp. Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as buy-side advisor for ProFrac on acquisition of FTS International ProFrac has acquired FTS International Financial Advisor
Published 03/01/2022 Eagle Financial Services, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Eagle Financial Services, Inc. on a 4.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Investor Group of McAfee Corp. Mergers & Acquisitions Sell-Side $14.0 Billion Technology, Software °µÍø³Ô¹Ï served as sell-side advisor to the Investor Group of McAfee Corp. on sale to Advent International Corporation, Permira Advisers LLC, Crosspoint Capital Partners, Canada Pension Plan Investment Board, GIC Private Limited and the Abu Dhabi Investment Authority McAfee Corp. has been acquired by Advent International Corporation, Permira Advisers LLC and Crosspoint Capital Partners Financial Advisor
Published 03/01/2022 Ellington Financial Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $210.0 Million Financial Services °µÍø³Ô¹Ï served as sole initial purchaser for Ellington Financial on a 5.875% senior notes due in 2027 Senior Notes Sole Admin Agent
Published 03/01/2022 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $168.3 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Apollo Bank Seacoast Banking Corporation of Florida has acquired Apollo Bank 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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