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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 01/05/2022 Qbase Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Qbase on its sale to Tyto Athene, a portfolio company of Arlington Capital Partners Qbase has been acquired by Tyto Athene, a portfolio company of Arlington Capital Partners Financial Advisor
Published 01/01/2022 O'Shares ETFs Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as financial advisor for O'Shares ETFs on a strategic transaction with SS&C ALPS Advisors
 O'Shares ETFs has completed a strategic transaction with SS&C ALPS Advisors
 Financial Advisor
Published 01/01/2022 AQUIS and K18 Hair Financing, Equity Private Placements Minority Capital Raise Consumer, Beauty & Personal Care °µÍø³Ô¹Ï served as financial advisor for AQUIS and K18 Hair on an investment from VMG Partners AQUIS and K18 Hair have received an investment from VMG Partners Financial Advisor
Published 01/01/2022 Chesapeake Bank of Maryland Mergers & Acquisitions Sell-Side $64.4 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-advisor for Chesapeake Bank of Maryland on sale to Rosedale Federal Savings & Loan Association Chesapeake Bank of Maryland has been acquired by Rosedale Federal Savings & Loan Association Financial Advisor
Published 01/01/2022 HomeStreet, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $100.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for HomeStreet on a 3.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active Bookrunner
Published 01/01/2022 Denmark Bancshares, Inc. Mergers & Acquisitions Sell-Side $119.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Denmark Bancshares, Inc. on sale to BankFirst Denmark Bancshares, Inc. has been acquired by BankFirst Financial Advisor
Published 01/01/2022 First Foundation Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as left bookrunner for First Foundation on a 3.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
Published 01/01/2022 CFSB Bancorp, Inc. Equity Capital Markets, Financing Follow-On Offering $28.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole selling agent for CFSB Bancorp, Inc. on a follow-on offering Follow-On Offering Sole Admin Agent
Published 01/01/2022 Project Daytona Private Capital Advisory, Secondary Capital Secondary Capital $58.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole financial advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 01/01/2022 Radcliffe Capital Management, L.P. Mergers & Acquisitions Majority Stake Sale Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for Radcliffe Capital Management on sale of a minority stake to Kudu Investment Management
 Radcliffe Capital Management has sold a minority stake to Kudu Investment Management
 Financial Advisor
Published 01/01/2022 Home BancShares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $300.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunner for Home BancShares on a 3.125% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
Published 01/01/2022 Citizens Bancshares Corporation Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Citizens Bancshares Corporation on acquisition of Sandhills Bank Citizens Bancshares Corporation has acquired Sandhills Bank Financial Advisor
Published 01/01/2022 The National Security Group Mergers & Acquisitions Sell-Side $41.4 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for The National Security Group on sale to VR Insurance Holdings, Inc. The National Security Group has been acquired by VR Insurance Holdings, Inc. Financial Advisor
Published 01/01/2022 Mercer Mergers & Acquisitions Division Carve Out Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for Mercer on divestiture of its Associations Business to AMBA Mercer has divested its Associations Business to AMBA Financial Advisor
Published 12/31/2021 Operational Excellence Group Ltd ("OPEX") Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for Operational Excellense Group Ltd ("OPEX") on sale to ERM Europe, Ltd., a portfolio company of KKR Operational Excellense Group Ltd ("OPEX") has been acquired by ERM Europe, Ltd Financial Advisor
Published 12/31/2021 Edgile, LLC Mergers & Acquisitions Sell-Side $230.0 Million Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for Edgile, LLC, a portfolio company of Abry Partners, on sale to Wipro Limited Edgile, LLC, a portfolio company of Abry Partners, has been acquired by Wipro Limited Financial Advisor
Published 12/31/2021 Integer Holdings Corporation Mergers & Acquisitions Buy-Side $220.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as buy-side advisor for Integer Holdings Corporation on acquisition of Oscor, Inc. Integer Holdings Corporation has acquired Oscor, Inc. Financial Advisor
Published 12/31/2021 CHOMPS Mergers & Acquisitions Minority Investment $80.0 Million Consumer, Food & Beverage °µÍø³Ô¹Ï served as co-lead for CHOMPS on a minority capital raise from Stride Consumer Partners CHOMPS has received an investment from Stride Consumer Partners Financial Advisor
Published 12/31/2021 Windjammer Capital Investors Mergers & Acquisitions Buy-Side Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as buy-side advisor for Windjammer Capital on acquisition of Fecon Windjammer Capital has acquired Fecon Co-Lead
Published 12/29/2021 Emerald EMS Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as sell-side advisor for Emerald EMS, a portfolio company of New Water Capital, on sale to Crestview Partners Emerald EMS, a portfolio company of New Water Capital, has been acquired by Crestview 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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