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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 | Monona Bankshares, Inc. | Mergers & Acquisitions | Sell-Side | Image
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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 | Broadway Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $50.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sole placement agent for Broadway Bank on a 3.75% fixed-to floating rate subordinated notes offering due in 2032 | Subordinated Notes | Sole Placement Agent |
| Published | 03/01/2022 | First Savings Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $31.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as lead placement agent for First Savings Financial Group, Inc. on a 4.50% fixed-to-floating rate subordinated notes offering due in 2032 | Subordinated Notes | Joint Placement Agent |
| Published | 03/01/2022 | Total Financial Solutions, LLC | Mergers & Acquisitions | Sell-Side | Image
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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 | Third Coast Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $82.3 Million | Image
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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 | 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 | 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 | 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 | Total Bank Solutions | Mergers & Acquisitions | Merger | Image
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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 | 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 | 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 | 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 | 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 | 02/28/2022 | 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 | 02/23/2022 | 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 | American West Restaurant Group, LLC | Mergers & Acquisitions | Sell-Side | Image
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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.