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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 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 Ortho Clinical Diagnostics Holdings plc Financing, Equity Capital Markets Follow-On Offering $442.8 Million Healthcare, Life Sciences Tools & Diagnostics °µÍø³Ô¹Ï served as bookrunner for Ortho Clinical Diagnostics Holdings plc on a follow-on offering Follow-On Offering Passive 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 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 09/10/2021 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 09/09/2021 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 09/09/2021 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 09/07/2021 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 09/07/2021 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 09/01/2021 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
Published 09/01/2021 ACBB Mergers & Acquisitions Division Carve Out Financial Services, FinTech °µÍø³Ô¹Ï served as sell-side advisor for ACBB on divestiture of BITS to New Era Technology ACBB has divested BITS to New Era Technology 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 Beauty Industry Group Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Term Loan Consumer, Beauty & Personal Care °µÍø³Ô¹Ï Finance served as sole staple provider for Beauty Industry Group on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Staple Provider
Published 09/01/2021 AgTexas Farm Credit Services Equity Capital Markets, Financing Preferred Stock $80.0 Million Financial Services °µÍø³Ô¹Ï served as sole bookrunner for Ag Texas Farm Credit Services on a 5.75% fixed-rate reset cumulative perpetual preferred stock offering Preferred Stock Left Bookrunner
Published 09/01/2021 First Trust Mergers & Acquisitions Sell-Side Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for First Trust on sale to BancPlus Corproration First Trust has been acquired by to BancPlus Corproration 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 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

°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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