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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 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 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 Pelorus Equity Group Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $50.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Pelorous Equity Group on a 7.00% senior notes offering due in 2026 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 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 CW Bancorp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $17.5 Million Financial Services °µÍø³Ô¹Ï served as co-placement agent for CW Bancorp on a 3.25% rate fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Co-Lead
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 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 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 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 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 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 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 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 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 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 Mergers & Acquisitions Buy-Side Healthcare, Healthcare Services °µÍø³Ô¹Ï served as buy-side advisor for Quilvest Capital Partners on acquisition of UrgentMED Quilvest Capital Partners has acquired UrgentMED 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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