°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 09/14/2021 Dutch Brothers Financing, Equity Capital Markets IPO $556.8 Million Consumer, Restaurants °µÍø³Ô¹Ï served as bookrunner for Dutch Bros Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 09/14/2021 Disco Inc. Financing, Equity Capital Markets Follow-On Offering $320.7 Million Technology, Software °µÍø³Ô¹Ï served as bookrunner for CS Disco, Inc. on its a follow-on offering Follow-On Offering Active Bookrunner
Published 09/13/2021 Niacet Corporation Mergers & Acquisitions Sell-Side $1.0 Billion Chemicals °µÍø³Ô¹Ï advised advised SK Capital Partners on the sale of its portfolio company, Niacet Corporation, to Kerry Group plc. SK Capital Partners has been acquired by Niacet Corporation to Kerry Group plc. Financial Advisor
Published 09/11/2021 PAI Partners Mergers & Acquisitions Buy-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as buy-side advisor for PAI Partners on acquistion of Winterbotham Darby PAI Partners has acquired Winterbotham Darby Financial Advisor
Published 09/10/2021 AeroPress, Inc. Mergers & Acquisitions Sell-Side Consumer, Diversified Consumer Products °µÍø³Ô¹Ï served as financial advisor for AeroPress Inc. on an investment from Tiny Capital LTD. AeroPress Inc. are the makers of the AeroPress® coffee maker AeroPress Inc. has received an investment from Tiny Capital LTD Financial Advisor
Published 09/10/2021 Venterra Group Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as buy-side advisor for Venterra on acquisition of Osbit Limited Venterra has acquired Osbit Limited Financial Advisor
Published 09/09/2021 McAfee Corp. Financing, Equity Capital Markets Follow-On Offering $487.4 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for McAfee Corp. on a follow-on offering Follow-On Offering Co-Manager
Published 09/09/2021 Global-eOnline Ltd. Financing, Equity Capital Markets Follow-On Offering $883.2 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for Global-E Online Ltd. on its follow-on offering Follow-On Offering Co-Manager
Published 09/07/2021 Confidio, LLC Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for Confidio, LLC on sale to RxBenefits, Inc. Confidio, LLC has been acquired by RxBenefits, Inc. Financial Advisor
Published 09/07/2021 Blackstone Inc. Mergers & Acquisitions Sell-Side $5.0 Billion Technology, Hardware °µÍø³Ô¹Ï served as buy-side advisor for The Blackstone Group on acquisition of The Chamberlain Group, a subsidiary of The Duchossois Group, Inc. Blackstone Inc. has acquired The Chamberlain Group LLC, a subsidiary of The Duchossois Group, Inc. Financial Advisor
Published 09/01/2021 LedgerX Mergers & Acquisitions Sell-Side Financial Services, FinTech °µÍø³Ô¹Ï served as sell-side advisor for LedgerX on sale to FTX.US LedgerX has been acquired by FTX.US Financial Advisor
Published 09/01/2021 Cecil Bancorp, Inc. Financing, Equity Private Placements Minority Capital Raise $10.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for Cecil Bancorp, Inc. on a private placement of common stock Minority Capital Raise Financial Advisor
Published 09/01/2021 Alternative Asset Manager Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $10.5 Million Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sole placement agent for an alternative asset manager on a senior unsecured notes offering Senior Unsecured Notes Offering Sole Placement Agent
Published 09/01/2021 Project Creeky Private Capital Advisory, Secondary Capital Secondary Capital $36.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole financial advisor on the LP Portfolio Sale LP Portfolio Sale
 Secondary Advisor
Published 09/01/2021 Jamesmark 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 Jamesmark Bancshares, Inc. on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 09/01/2021 Euclid Transactional Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for Euclid Transactional on sale of a minority stake to Searchlight Euclid Transactional has sold a minority stake to Searchlight Financial Advisor
Published 09/01/2021 Euclid Transactional Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Secured Debt Financial Services, Insurance Piper sandler served as sole placement agent for Euclid Transactional on a senior secured debt offering Senior Secured Debt Sole Placement Agent
Published 09/01/2021 Falcon Private Holdings, LLC Mergers & Acquisitions Sell-Side $445.0 Million Chemicals °µÍø³Ô¹Ï advised Falcon Private Holdings, LLC, on sale of Aristech Surfaces LLC to Trinseo Falcon Private Holdings, LLC, has been acquired by Aristech Surfaces LLC to Trinseo Financial Advisor
Published 09/01/2021 Ark Invest Mergers & Acquisitions Strategic Advisory Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as financial advisor for ARK Invest on the repurchase of 100% of the equity interests in ARK Invest held by Resolute Investment Managers
 ARK Invest has repurchased 100% of the equity interests in ARK Invest held by Resolute Investment Managers
 Financial Advisor
Published 09/01/2021 United Fidelity Bank Equity Capital Markets, Financing Preferred Stock $20.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for United Fidelity Bank on a 7.00% non-cululative perpetual preferred stock offering Preferred Stock 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.