°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 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 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 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 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 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 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 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 11/29/2021 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 11/29/2021 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 11/25/2021 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 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
Published 11/18/2021 SEMrush Holdings, Inc. Financing, Equity Capital Markets Follow-On Offering $102.5 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for SEMrush Holdings, Inc. on its follow on offering Follow-On Offering Co-Manager
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

°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.