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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 09/01/2021 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 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 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 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 OFB 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 OFB Bancshares, Inc. on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 09/01/2021 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $28.4 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Florida Business Bank Seacoast Banking Corporation of Florida has acquired Florida Business Bank Financial Advisor
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 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 Lakeland Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for Lakeland Bancorp, Inc. on a 2.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
Published 09/01/2021 National Bank of New York City Mergers & Acquisitions Sell-Side $36.4 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for National Bank of New York City on sale to Newtek National Bank of New York City has been acquired by Newtek Financial Advisor
Published 09/01/2021 AIG Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for AIG on sale of its stake in Attune to Coalition AIG has sold its stake in Attune to Coalition Financial Advisor
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 Orange County Bancorp, inc. Equity Capital Markets, Financing IPO $38.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as left bookrunner for Orange County Bancorp, inc. on its initial public offering Initial Public Offering Left Bookrunner
Published 09/01/2021 Bank OZK Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $350.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunner for Bank OZK on a 2.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Left Bookrunner
Published 09/01/2021 Western Alliance Bancorporation Equity Capital Markets, Financing Preferred Stock $300.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for Western Alliance Bancorporation on a 4.25% fixed-rate resert non-cumulative perpetual preferred stock offering Preferred Stock Active Bookrunner
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 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

°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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