°µÍø³Ô¹Ï

Investment Banking Transactions

Clear Filters
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 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 Atlantic Union Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $250.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as joint bookrunner for Atlantic Union Bancshares on a 2.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
Published 12/01/2021 Parkside Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $13.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Parkside Financial, Inc., holding company for Parkside Financial Bank & Trust, on a 3.50% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated 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 State Bank Mergers & Acquisitions Division Carve Out Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for State Bank on divestiture of its mortgage lending business to Armed Forces Bank State Bank has divested its mortgage lending business to Armed Forces Bank Financial Advisor
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 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 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 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 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 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
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 11/30/2021 Restore Hyper Wellness + Cryotherapy Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as financial advisor for Restore Hyper WEllness + Cryotherapy (Austin Cryo Ventures, LLC) on a significant investment from General Atlantic Minority Investment Financial Advisor
Published 11/30/2021 Resonetics, LLC. Mergers & Acquisitions Sell-Side $2.3 Billion Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Resonetics, LLC, a portfolio company of GTCR, on sale of a significant minority interest in Resonetics, LLC to The Carlyle Group GTCR has sold a significant stake in Resonetics, LLC to The Carlyle Group Financial Advisor
Published 11/30/2021 AECOM Mergers & Acquisitions Division Carve Out Technology, Technology Services °µÍø³Ô¹Ï served as sell-side advisor for AECOM on divestiture of Canadian Oil & Gas to Graham Construction AECOM has divested Canadian Oil & Gas to Graham Construction Financial Advisor
Published 11/30/2021 Soligent Holdings, Inc Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as sell-side advisor for Soligent Holdings, Inc. on sale to City Electric Supply Company Soligent Holdings, Inc. has been acquired by City Electric Supply Company Financial Advisor
Published 11/29/2021 Quilvest Capital Partners Financing, Debt Capital Markets Senior Term Loan $190.0 Million Healthcare, Healthcare Services °µÍø³Ô¹Ï served as sole placement agent for Quilvest Capital Partners’ acquisition financing of UrgentMED Senior Term Loan Sole Placement Agent

°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.

© 2025 °µÍø³Ô¹Ï. Since 1895. All rights reserved.