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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 03/01/2022 | Investor Group of McAfee Corp. | Mergers & Acquisitions | Sell-Side | $14.0 Billion | Image
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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 | Coastal Carolina Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $10.0 Million | Image
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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 | Velocity Financial, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Senior Notes | $215.0 Million | Image
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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 | Trupanion | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Revolving Credit Facility | $150.0 Million | Image
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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 | Southcross Energy Partners | Mergers & Acquisitions | Sell-Side | Image
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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 | 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 | Image
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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 | Hometown Financial Group | Mergers & Acquisitions | Buy-Side | $146.5 Million | Image
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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 | Sandy Spring Bancorp | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $200.0 Million | Image
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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 | Image
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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 | 02/28/2022 | Western Alliance Bancorporation | Equity Capital Markets | At the Market Offering | $3.0 Billion | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as placement agent for Western Alliance Bancorporation on an ATM offering | ATM | Sole Placement Agent |
| Published | 02/28/2022 | Galderma Holding S.A. | Mergers & Acquisitions | Division Carve Out | Image
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Consumer, Beauty & Personal Care, Healthcare, Biopharma | °µÍø³Ô¹Ï served as sell-side advisor for Galderma S.A., a portfolio company EQT, on divestiture of Alchemee (formerly the Proactiv Company) to Taro Pharmaceuticals Industries Ltd. | Galderma S.A., a portfolio company EQT, has divested Alchemee (formerly the Proactiv Company) to Taro Pharmaceuticals Industries Ltd. | Financial Advisor | |
| Published | 02/28/2022 | VanZandt Controls, LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sell-side advisor for VanZandt Controls, LLC, a portfolio company of OFS Energy Fund, on sale to Eagle Automation, a portfolio company of Featheringill Capital | VanZandt Controls, LLC, a portfolio company of OFS Energy Fund, has been acquired by Eagle Automation, a portfolio company of Featheringill Capital | Financial Advisor | |
| Published | 02/28/2022 | The Research Partnership | Mergers & Acquisitions | Sell-Side | Image
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Healthcare, Healthcare Services | °µÍø³Ô¹Ï served as sell-side advisor for The Research Partnership on sale to Ashfield Huntsworth, a portfolio company of Clayton Dubilier & Rice | The Research Partnership has been acquired by Ashfield Huntsworth, a portfolio company of Clayton Dubilier & Rice | Financial Advisor | |
| Published | 02/23/2022 | Paramount Rx | Mergers & Acquisitions | Sell-Side | Image
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Healthcare, Healthcare Services | °µÍø³Ô¹Ï served as sell-side advisor for Paramount Rx Inc. on sale to RxSense Group LLC, a portfolio company of Parthenon Capital | Paramount Rx Inc. has been acquired by RxSense Group LLC, a portfolio company of Parthenon Capital | Financial Advisor | |
| Published | 02/16/2022 | Baylis Medical Company Inc. | Mergers & Acquisitions | Division Carve Out | $1.8 Billion | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as sell-side advisor for Baylis Medical Company, Inc. on sale to Boston Scientific Corporation | Baylis Medical Company, Inc. has been acquired by Boston Scientific Corporation | Financial Advisor |
| Published | 02/14/2022 | Advanced Micro Devices, Inc. | Mergers & Acquisitions | Buy-Side | $36.8 Billion | Image
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Technology, Internet & Digital Media | °µÍø³Ô¹Ï served as buy-side advisor for Advanced Micro Devices, Inc. on acquisition of Xilinx, Inc. The combination represents the largest semiconductor acquisition in history creating the industry’s leading high performance computing company, significantly expanding the breadth of AMD’s product portfolio and customer set across diverse growth markets where Xilinx is an established leader | Advanced Micro Devices, Inc. has acquired Xilinx, Inc. | Financial Advisor |
| Published | 02/11/2022 | Inspirato LLC | Financing, Equity Capital Markets | Advisory | $1.1 Billion | Image
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Technology, Internet & Digital Media | °µÍø³Ô¹Ï served as financial advisor for Inspirato LLC on its business combination with Thayer Ventures Acquisition Corp. in a reverse merger | Inspirato LLC has combined with Thayer Ventures Acquisition Corp. in a reverse merger | Financial Advisor |
| Published | 02/04/2022 | Stoneweg | Private Capital Advisory, Private Funds | Private Funds | Image
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Private Capital Advisory | °µÍø³Ô¹Ï raised an SMA for an Iberian bridge and real estate development lending strategy | SMA | Sole Placement Agent | |
| Published | 02/03/2022 | Silver Spike Investment Corp | Financing, Equity Capital Markets | IPO | $85.0 Million | Image
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Consumer, Agriculture & Biorenewables, Financial Services, Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Silver Spike Investment Corp. on its initial public offering | Initial Public Offering | Active Bookrunner |
°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.