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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 11/02/2021 | Shelby County State Bank | Mergers & Acquisitions | Buy-Side |
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for Shelby County State Bank on acquisition of First State Bancshares, Inc. | Shelby County State Bank has acquired First State Bancshares, Inc. | Financial Advisor | |
| Published | 11/02/2021 | First National Bank of Omaha | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for First National Bank of Omaha on acquisition of Western States Bank | First National Bank of Omaha has acquired Western States Bank | Financial Advisor | |
| Published | 11/02/2021 | Civista Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $75.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as lead placement agent for Civista Bancshares, Inc. on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 | Subordinated Notes | Joint Placement Agent |
| Published | 11/02/2021 | Impinj, Inc. | Financing, Equity Capital Markets | Convertible Offering | $287.5 Million | Image
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Technology, Hardware | °µÍø³Ô¹Ï served as co-manager for Impinj, Inc. on a convertible offering | Convertible Offering | Co-Manager |
| Published | 11/02/2021 | Allbirds | Financing, Equity Capital Markets | IPO | $348.0 Million | Image
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Consumer, Retail & Disruptive Commerce | °µÍø³Ô¹Ï served as co-manager for Allbirds on its initial public offering | Initial Public Offering | Co-Manager |
| Published | 11/01/2021 | Summit Financial Group | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $75.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sole placement agent for Summit Financial Group on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 | Subordinated Notes | Sole Placement Agent |
| Published | 11/01/2021 | Engineered Fastener Company | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Distribution | °µÍø³Ô¹Ï served as sell-side advisor for EFC International, a portfolio company of Quad-C Management, on sale to Frontenac Company | EFC International, a portfolio company of Quad-C Management, has been acquired by Frontenac Company | Financial Advisor | |
| Published | 11/01/2021 | MidWestOne Financial Group, Inc. | Mergers & Acquisitions | Buy-Side | $47.6 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for MidWestOne Financial Group, Inc. on acquisition of Iowa First Bancshares Corp. | MidWestOne Financial Group, Inc. has acquired Iowa First Bancshares Corp. | Financial Advisor |
| Published | 11/01/2021 | PB Partners Bancorp | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor for PB Partners Bancorp on sale to OceanFirst Bancorp | PB Partners Bancorp has been acquired by OceanFirst Bancorp | Financial Advisor | |
| Published | 11/01/2021 | Flushing Financial Corp. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $125.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as left bookrunner for Flushing Financial Corp. on a 3.125% fixed-to-floating rate subordinated notes offering due in 2031 | Subordinated Notes | Left Bookrunner |
| Published | 11/01/2021 | Universal Insurance Holdings | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $100.0 Million | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as sole placement agent for Universal Insurance Holdings on a 5.625% senior unsecured notes offering due in 2026 | Senior Notes | Sole Placement Agent |
| Published | 11/01/2021 | Claros Mortgage Trust | Private Capital Advisory, Capital Solutions | Capital Solutions | $93.0 Million | Image
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Private Capital Advisory | °µÍø³Ô¹Ï served as sole financial advisor to Carlos Mortgage Trust on the IPO of the commercial Mortgage REIT | IPO of Commercial Mortgage REIT |
Financial Advisor |
| Published | 11/01/2021 | Stonegate Capital | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Specialty Finance | °µÍø³Ô¹Ï served as sell-side advisor for Stonegate Capital on sale to SG Credit Partners | Stonegate Capital has has been acquired by SG Credit Partners | Financial Advisor | |
| Published | 11/01/2021 | Apex Bancorp, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $50.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sole placement agent for Apex Bancorp, Inc., holding company for Apex Bank, on a 4.25% fixed rate subordinated notes offering due in 2031 | Subordinated Notes | Sole Placement Agent |
| Published | 11/01/2021 | FinWise Bancorp | Equity Capital Markets, Financing | IPO | $42.3 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as active bookrunner for FinWise on its initial public offering | Initial Public Offering | Active Bookrunner |
| Published | 11/01/2021 | J.C. Flowers & Co. | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as buy-side advisor for J.C. Flowers & Co. on acquisition of Tricor Insurance | J.C. Flowers & Co. has acquired Tricor Insurance | Financial Advisor | |
| Published | 11/01/2021 | When I Work, Inc. | Mergers & Acquisitions | Sell-Side | $200.0 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as financial advisor for When I Work, Inc. on a growth investment from Bain Capital Tech Opportunities | When I Work, Inc. has received a growth investment from Bain Capital Tech Opportunities | Financial Advisor |
| Published | 11/01/2021 | Balance Point Capital Partners | Mergers & Acquisitions | Minority Investment | Image
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Financial Services, Asset & Wealth Management | °µÍø³Ô¹Ï served as financial advisor for Balance Point Capital Partners on a strategic minority investment from Nassau Investment Group | Balance Point Capital Partners has received a strategic minority investment from Nassau Investment Group | Financial Advisor | |
| Published | 11/01/2021 | Renasant Corporation | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $200.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as bookrunner for Renasant Corporation on a 3.00% fixed-to-floating rate subordinated notes offering due in 2031 | Subordinated Notes | Active Bookrunner |
| Published | 11/01/2021 | Enfusion | Financing, Equity Capital Markets | IPO | $318.8 Million | Image
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Financial Services, Asset & Wealth Management | °µÍø³Ô¹Ï served as active bookrunner for Enfusion on its initial public offering | Initial Public Offering | Active Bookrunner |