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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 09/14/2021 | Ortho Clinical Diagnostics Holdings plc | Financing, Equity Capital Markets | Follow-On Offering | $442.8 Million | Image
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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 | 09/14/2021 | Disco Inc. | Financing, Equity Capital Markets | Follow-On Offering | $320.7 Million | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | United Fidelity Bank | Equity Capital Markets, Financing | Preferred Stock | $20.0 Million | Image
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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 | Image
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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 | Orange County Bancorp, inc. | Equity Capital Markets, Financing | IPO | $38.5 Million | Image
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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 | AgTexas Farm Credit Services | Equity Capital Markets, Financing | Preferred Stock | $80.0 Million | Image
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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 | Image
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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 | Lakeland Bancorp, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Notes | $150.0 Million | Image
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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 | Image
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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 | Image
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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 | Seacoast Banking Corporation of Florida | Mergers & Acquisitions | Buy-Side | $28.4 Million | Image
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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 | 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 |
°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.