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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 03/01/2022 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 Global Alternative Asset Manager Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $57.0 Million Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sole placement agent for a global alternative asset manager on a senior secured notes offering Senior Secured Notes Offering 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 Total Bank Solutions Mergers & Acquisitions Merger Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as financial advisor for Total Bank Solutions on merger with R&T Deposit Solutions Total Bank Solutions has merged with R&T Deposit Solutions 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 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 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
Published 02/28/2022 VanZandt Controls, LLC Mergers & Acquisitions Sell-Side 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 Galderma Holding S.A. Mergers & Acquisitions Division Carve Out 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 The Research Partnership Mergers & Acquisitions Sell-Side 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 02/28/2022 Western Alliance Bancorporation Equity Capital Markets At the Market Offering $3.0 Billion Financial Services, Depositories °µÍø³Ô¹Ï served as placement agent for Western Alliance Bancorporation on an ATM offering ATM Sole Placement Agent
Published 02/23/2022 Paramount Rx Mergers & Acquisitions Sell-Side 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 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 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 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 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 American West Restaurant Group, LLC Mergers & Acquisitions Sell-Side Consumer, Restaurants °µÍø³Ô¹Ï served as co-lead for American West Restaurant Group, LLC, a portfolio company of Sterling Investment Partners, on sale to Sentinel Capital Partners American West Restaurant Group, LLC, a portfolio company of Sterling Investment Partners, has been acquired by Sentinel Capital Partners 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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