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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 12/01/2021 VCT Holdings, LLC Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $55.0 Million Financial Services °µÍø³Ô¹Ï served as sole placement agent for VCT Holdings, LLC on a 6.00% senior notes offering due in 2016 Senior Notes Sole Placement Agent
Published 12/01/2021 Wallkill Valley Savings and Loan Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Wallkill Valley Federal Savings and Loan on acquisition of one branch from Empire State Bank Wallkill Valley Federal Savings and Loan has acquired one branch from Empire State Bank Financial Advisor
Published 12/01/2021 JD Bancshares, 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 JD Bancshares, Inc., holding company for JD Bank, on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 GenNx360 Capital Partners Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for GenNx360 Capital Partners on sale of CRS Temporary Housing to Reverence Capital Partners GenNx360 Capital Partners has sold CRS Temporary Housing to Reverence Capital Partners Financial Advisor
Published 12/01/2021 Clear Blue Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $25.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole dealer manager for Clear Blue Insurance Group on a tender offer of 7.00% senior notes offering due in 2025 Senior Notes Sole Admin Agent
Published 12/01/2021 Transverse Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $30.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole placement agent for Transverse Insurance Group on a 6.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Platform Partners Private Capital Advisory, Capital Solutions Capital Solutions Private Capital Advisory °µÍø³Ô¹Ï served as sole placement agent for Platform Partners in the acquisition of SouthCoast Raised promoted equity for acquisition
 Sole Placement Agent
Published 12/01/2021 Ameris Bancorp Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Ameris Bancorp on acquisition of Balboa Capital Ameris Bancorp has acquired Balboa Capital Financial Advisor
Published 12/01/2021 Dart Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $15.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Dart Financial Corporation, holding company for Dart Bank, on a 4.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Tradition Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Tradition Bancshares on a 3.95% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Arbor Realty Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $180.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Arbor Realty Trust, Inc. on a 5.00% senior notes offering due in 2028 Senior Notes Sole Placement Agent
Published 12/01/2021 Ellington Financial Financing, Equity Capital Markets Preferred Stock $120.0 Million Financial Services °µÍø³Ô¹Ï served as sole bookrunner for Ellington Financial on a 6.25% fixed-rate reset cumulative perpetual preferred stock offering Preferred Stock Left Bookrunner
Published 12/01/2021 Ready Capital Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $110.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole bookrunner for Ready Capital on a 5.50% senior notes offering due in 2028 Senior Notes Left Bookrunner
Published 12/01/2021 CRS TH Holdings, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Business Services °µÍø³Ô¹Ï served as sell-side advisor for CRS, a portfolio company of GenNx360 Capital Partners, on sale to Reverence Capital Partners CRS, a portfolio company of GenNx360 Capital Partners, has been acquired by Reverence Capital Partners Financial Advisor
Published 12/01/2021 Park Financial Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $13.2 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Park Financial Group, Inc. on a 4.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Heartland Compression Services Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for Heartland Compression Services, a division of Louisiana Machinery Company on sale of contract compression assets to Nova Compression Heartland Compression Services, a division of Louisiana Machinery Company, has sold contract compression assets to Nova Compression Financial Advisor
Published 12/01/2021 Pelorus Equity Group Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $7.8 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Pelorous Equity Group on a senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Callodine Group Private Capital Advisory, Private Funds Private Funds Private Capital Advisory °µÍø³Ô¹Ï served as sole financial advisor for Callodine Group on the acquisition of Thorofare Capital Callodine Group acquired Thorofare Capital Financial Advisor
Published 12/01/2021 GBank Financial Holdings Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $20.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Gbank Financial Holdings Inc. on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Ames Taping Tools Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Building Products, Distribution °µÍø³Ô¹Ï served as sell-side advisor for Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, on its sale to GMS Inc. Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, has been acquired by GMS Inc. 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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