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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 01/01/2022 | O'Shares ETFs | Mergers & Acquisitions | Sell-Side | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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.