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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 International Battery Metals Financing, Equity Capital Markets PIPE $10.0 Million Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as financial advisor for IBAT on a private placement of common stock with a consortium of undisclosed investors PIPE 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 Trupanion Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Revolving Credit Facility $150.0 Million Financial Services, Insurance °µÍø³Ô¹Ï Finance served as sole underwriter and administrative agent for Trupanion on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Underwriter
Published 03/01/2022 Third Coast Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $82.3 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Third Coast Bancshares, Inc. on a 5.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Joint Placement Agent
Published 03/01/2022 Project Cosmo Private Capital Advisory, Secondary Capital Secondary Capital $121.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole financial advisor for the LP Portfolio Sale LP Portfolio Sale Secondary 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 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 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 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 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 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 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 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 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
Published 03/01/2022 Monona Bankshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Monona Bankshares, Inc. on sale to SBCP Bancorp Monona Bankshares, Inc. has been acquired by SBCP Bancorp Financial Advisor
Published 03/01/2022 Total Financial Solutions, LLC Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sell-side advisor for Total Bank Solutions on sale to R&T Deposit Solutions Total Bank Solutions has been acquired by R&T Deposit Solutions Financial Advisor
Published 03/01/2022 Citizens Bancshares Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Citizens Bancshares Corporation on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
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 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

°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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