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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 01/01/2022 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 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 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 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 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 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 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
Published 12/29/2021 PTT Global Chemical Public Company Limited Mergers & Acquisitions Buy-Side €4.0 Billion Chemicals °µÍø³Ô¹Ï served as buy-side advisor for PTT Global Chemical Pcl on acquisition of Allnex, a portfolio company of Advent International PTT Global Chemical Pcl has acquired Allnex, a portfolio company of Advent International Financial Advisor
Published 12/29/2021 Juniper Landscaping Holdings Mergers & Acquisitions Sell-Side Services & Industrials, Facility Services °µÍø³Ô¹Ï served as sell-side advisor for Juniper Landscaping, a portfolio company of ZS Fund, on sale to Bregal Partners Juniper Landscaping, a portfolio company of ZS Fund, has been acquired by Bregal Partners Financial Advisor
Published 12/28/2021 That's How We Roll, LLC Mergers & Acquisitions Sell-Side $259.0 Million Consumer, Food & Beverage °µÍø³Ô¹Ï served as sell-side advisor for That's How We Roll, LLC, a portfolio company of Clearlake Capital L.P., on sale to The Hain Celestial Group, Inc. That's How We Roll, LLC, a portfolio company of Clearlake Capital L.P., has been acquired by The Hain Celestial Group, Inc. Financial Advisor
Published 12/22/2021 Mishimoto Automotive Mergers & Acquisitions Sell-Side Consumer, Diversified Consumer Products, Services & Industrials, Automotive Aftermarket °µÍø³Ô¹Ï served as sell-side advisor for Resource Intl., Inc. ("Mishimoto Automotive") on sale to Main Post Partners Resource Intl., Inc. ("Mishimoto Automotive") has been acquired by Main Post Partners Financial Advisor
Published 12/21/2021 Specialty Products & Insulation Co. Mergers & Acquisitions Sell-Side Services & Industrials, Distribution °µÍø³Ô¹Ï served as sell-side advisor for Specialty Products and Insulation, a portfolio company of Dunes Point Capital, LP, on its sale to Incline Equity Partners Specialty Products and Insulation, a portfolio company of Dunes Point Capital, LP, has been acquired by Incline Equity Partners Financial Advisor
Published 12/21/2021 Planet Fitness Holdings, LLC Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Term Loan Consumer, Health & Wellness Services °µÍø³Ô¹Ï Finance served as sole underwriter and administrative agent for PF Supreme on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Underwriter
Published 12/20/2021 Monroe Engineering Products, Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Distribution °µÍø³Ô¹Ï served as sell-side advisor for Monroe Engineering Holdings, LLC, a portfolio company of ShoreView Industries, on sale to AEA Investors Monroe Engineering, a portfolio company of ShoreView Industries, has been acquired by AEA Investors' Small Business Fund Financial Advisor
Published 12/20/2021 Progenity, Inc. Mergers & Acquisitions Division Carve Out Healthcare, Life Sciences Tools & Diagnostics °µÍø³Ô¹Ï served as sell-side advisor for Progenity, Inc. on divestiture of Avero Diagnostics on sale to Northwest Pathology Progenity, Inc. has divested Avero Diagnostics to Northwest Pathology 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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