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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 Ellington Financial Financing, Equity Capital Markets Preferred Stock $120.0 Million Financial Services °µÍø³Ô¹Ï served as sole bookrunner for Ellington Financial on a 6.255 Series B fixed-rate resert cumulative redeemable preferred stock offering Preferred Stock Left Bookrunner
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 Clear Blue Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $65.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole placement agent for Clear Blue Insurance Group on a 5.375% senior notes offering due in 2028 Senior Notes Sole Placement Agent
Published 12/01/2021 South Street Securities Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $87.5 Million Financial Services, FinTech °µÍø³Ô¹Ï served as lead placement agent for South Street Securities on a 6.25% senior notes offering Senior Notes Joint Placement Agent
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 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 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 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 11/30/2021 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 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 11/29/2021 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
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
Published 11/25/2021 Medbio Inc. Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Medbio, LLC, a portfolio company of Graham Partners, Inc., on sale to Berwind Corporation Medbio, LLC, a portfolio company of Graham Partners, Inc., has been acquired by Berwind Corporation Financial Advisor
Published 11/25/2021 Beauty Industry Group, LLC Mergers & Acquisitions Sell-Side Consumer, Beauty & Personal Care °µÍø³Ô¹Ï served as sell-side advisor for Beauty Industry Group, Inc., a portfolio company of HGGC, on sale to L Catterton Beauty Industry Group, Inc., a portfolio company of HGGC, has been acquired by L Catterton Financial Advisor
Published 11/23/2021 Ovme Mobile, LLC Mergers & Acquisitions Sell-Side Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as sell-side advisor for OVME, LLC on sale to VMG Partners OVME, LLC has been acquired by VMG Partners Financial Advisor
Published 11/22/2021 Integrated Power Services, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as sell-side advisor for Integrated Power Services, LLC, a portfolio company of Odyssey Investment Partners, on sale to Searchlight Capital Partners Integrated Power Services, LLC, a portfolio company of Odyssey Investment Partners, has been acquired by Searchlight Capital Partners Financial Advisor
Published 11/18/2021 Alignment Healthcare, Inc. Equity Capital Markets Follow-On Offering $193.2 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for Alignment Healthcare, Inc. on a follow-on offering Follow-On Offering Passive Bookrunner
Published 11/18/2021 Level Up Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for Level Up on its sale to AVIAN Level Up has been acquired by AVIAN Financial Advisor
Published 11/18/2021 Privia Health Group, Inc. Equity Capital Markets Follow-On Offering $174.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for Privia Health Group, Inc. on a follow-on offering Follow-On Offering Active Bookrunner

°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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