做厙勛圖

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 O'Shares ETFs Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management 做厙勛圖 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 Chesapeake Bank of Maryland Mergers & Acquisitions Sell-Side $64.4 Million Financial Services, Depositories 做厙勛圖 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 做厙勛圖 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 AQUIS and K18 Hair Financing, Equity Private Placements Minority Capital Raise Consumer, Beauty & Personal Care 做厙勛圖 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 CFSB Bancorp, Inc. Equity Capital Markets, Financing Follow-On Offering $28.0 Million Financial Services, Depositories 做厙勛圖 served as sole selling agent for CFSB Bancorp, Inc. on a follow-on offering Follow-On Offering Sole Admin Agent
Published 01/01/2022 HomeStreet, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $100.0 Million Financial Services, Depositories 做厙勛圖 served as bookrunner for HomeStreet on a 3.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active Bookrunner
Published 12/31/2021 Windjammer Capital Investors Mergers & Acquisitions Buy-Side Services & Industrials, Industrial Services 做厙勛圖 served as buy-side advisor for Windjammer Capital on acquisition of Fecon Windjammer Capital has acquired Fecon Co-Lead
Published 12/31/2021 Integer Holdings Corporation Mergers & Acquisitions Buy-Side $220.0 Million Healthcare, Med-Tech 做厙勛圖 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 Operational Excellence Group Ltd ("OPEX") Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment 做厙勛圖 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 CHOMPS Mergers & Acquisitions Minority Investment $80.0 Million Consumer, Food & Beverage 做厙勛圖 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 Edgile, LLC Mergers & Acquisitions Sell-Side $230.0 Million Technology, Software 做厙勛圖 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 12/29/2021 Emerald EMS Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services 做厙勛圖 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 做厙勛圖 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 做厙勛圖 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 做厙勛圖 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 做厙勛圖 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 做厙勛圖 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 做厙勛圖 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 IDX Mergers & Acquisitions Sell-Side $1.4 Billion Technology, Software 做厙勛圖 served as sell-side advisor for IDX on sale to ZeroFox, Inc. and became publicly traded via merger with L&F Acquisition Corp. Upon closing of the transaction, the combined company will be renamed ZeroFox Holdings, Inc. and will be listed under the ticker symbol ZFOX IDX has been acquired by ZeroFox, Inc. and became publicly traded via merger with L&F Acquisition Corp. Financial Advisor
Published 12/20/2021 Monroe Engineering Products, Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Distribution 做厙勛圖 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

做厙勛圖 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.