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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 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
Published 02/02/2022 Flotek Industries, Inc. Financing, Equity Capital Markets PIPE Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor for Flotek Industries, Inc. on the placement of preferred equity and supply agreement. Flotek has issued $21.2 million aggregate initial principal amount of convertible notes for net cash proceeds of approximately $19.0 million. Simultaneously, Flotek has issued $10.0 million convertible notes in exchange for entering into a multi-year agreement with a strategic partner. Convertible PIPE Financial Advisor
Published 02/01/2022 Flow Science Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Flow Science on its sale to Dr. Flender Holding Gmbh Flow Science has been acquired by Dr. Flender Holding Gmbh Financial Advisor
Published 02/01/2022 TowneBank Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $250.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for TowneBank on a 3.125% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
Published 02/01/2022 Care Services, LLC Mergers & Acquisitions Division Carve Out Healthcare, Healthcare Services °µÍø³Ô¹Ï served as sell-side advisor for Care Services, LLC, a portfolio company of New Capital Partners, on divestiture of Hospice Pharmacy Solutions to Humana Care Services, LLC, a portfolio company of New Capital Partners, has divested Hospice Pharmacy Solutions to Humana Financial Advisor
Published 02/01/2022 Axos Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for Axos Financial on a 4.00% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active Bookrunner
Published 02/01/2022 Kemper Corporation Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $400.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as co-manager for Kemper Corporation on a senior notes offering Senior Notes Co-Manager
Published 02/01/2022 BT Holdings, Inc. Mergers & Acquisitions Sell-Side $315.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for BT Holdings, Inc., holding company for BTH Bank, on sale to Origin Bancorp, Inc. BT Holdings, Inc., holding company for BTH Bank, has been acquired by Origin Bancorp, Inc. Financial Advisor
Published 02/01/2022 National Class A Office Real Estate Operator Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $105.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for a National Class A Office Real Estate Operator on 6.50% senior notes due in 2027 Senior Notes Sole Placement Agent
Published 02/01/2022 Liberty Bancorp Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Liberty Bancorp, holding company for Liberty Bank, on sale to DMG Bancshares Liberty Bancorp, holding company for Liberty Bank, has been acquired by DMG Bancshares Financial Advisor
Published 02/01/2022 FirstPerryton 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 FirstPerryton Bancorp, Inc., holding company for FirstBank Southwest, on a 3.75% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 02/01/2022 Recoil Resources Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as sell-side advisor for Recoil Resources on divestiture of Eagle Ford assets
 Recoil Resources has divested Eagle Ford assets Financial Advisor
Published 02/01/2022 Vinings Bank Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Vinings Bank on the sale of the majority of its assets and liabilities to Geogia's Own Credit Union Vinings Bank has sold the majority of its assets and liabilities to Geogia's Own Credit Union Financial Advisor
Published 01/20/2022 Ellington Financial Financing, Equity Capital Markets At the Market Offering $100.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as placement agent for Ellington Financial on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 01/19/2022 Clinicient, Inc. Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for Clinicient, Inc. and its subsidiary Keet, Inc. on its sale to WebPT, a portfolio company of Warburg Pincus Clinicient, Inc. and its subsidiary Keet, Inc. have been acquired by WebPT, a portfolio company of Warburg Pincus Financial Advisor
Published 01/19/2022 Silobreaker Ltd Mergers & Acquisitions Sell-Side $100.0 Million Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Silobreaker Ltd to Marlin Equity Partners, LLC. The company's comprehensive software solution helps business, security and intelligence professionals generate critical and actionable insights from overwhelming amounts of unstructured data on the web through its powerful data enrichment, contextualization and visualization capabilities Silobreaker Ltd has been acquired by Marlin Equity Partners, LLC Financial Advisor
Published 01/19/2022 Hunter Fan Company, Inc. Mergers & Acquisitions Sell-Side Consumer, Diversified Consumer Products, Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as co-advisor for Hunter Fan Company, a portfolio company of MidOcean Partners, on sale to Griffon Corporation Hunter Fan Company, a portfolio company of MidOcean Partners, has been acquired by Griffon Corporation Co-Lead
Published 01/14/2022 Joule Processing, LLC Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as sell-side advisor for Joule Processing, LLC on sale to Plug Power Inc. Joule Processing, LLC has been acquired by Plug Power Inc. Financial Advisor
Published 01/13/2022 Mocana Corporation Mergers & Acquisitions Sell-Side Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Internet of Things (IoT) cybersecurity provider Mocana Corporation on sale to DigiCert, Inc., a portfolio company of Clearlake Capital Group, L.P. Mocana Corporation has been acquired by DigiCert, Inc., a portfolio company of Clearlake Capital Group, L.P. Financial Advisor
Published 01/13/2022 SK Capital Partners Mergers & Acquisitions Buy-Side $900.0 Million Chemicals °µÍø³Ô¹Ï served as buy-side advisor for SK Capital Partners and Heubach Partners on acquisition of the pigment business of Clariant AG SK Capital Partners and Heubach Partners acquired the pigment business of Clariant AG 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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