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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 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 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 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 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 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 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 ConnectOne Bancorp, Inc. Equity Capital Markets, Financing Preferred Stock $115.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as active bookrunner for ConnectOne Bancorp, Inc. on a 5.25% fixed-rate reset non-cumulative perpetual preferred stock Preferred Stock Active Bookrunner
Published 09/01/2021 Dakota Financial Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $30.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Dakota Financial on a 5.00% senior unsecured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 09/01/2021 MVB Financial Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as co-placement agent for MVB on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Joint Placement Agent
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 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 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 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 08/31/2021 NexTier Oilfield Solutions Inc. Mergers & Acquisitions Buy-Side $268.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as buy-side advisor for NexTier Oilfield Solutions on acquisition of Alamo Pressure Pumping NexTier Oilfield Solutions has acquired Alamo Pressure Pumping Financial Advisor
Published 08/31/2021 Osteon Medical Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Osteon Medical, a portfolio company of Armitage Partners., on sale to Keystone Dental Group, a portfolio company of Accelmed Osteon Medical, a portfolio company of Armitage Partners, has been acquired by Keystone Dental, a portfolio company of Accelmed Financial Advisor
Published 08/30/2021 NationsBuilders Insurance Services, Inc. Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for NationsBuilders Insurance Services, Inc. on sale to Align Financial Holdings, LLC NationsBuilders Insurance Services, Inc. has has been acquired by Align Financial Holdings, LLC Financial Advisor
Published 08/30/2021 Humacyte, Inc. Financing, Equity Capital Markets PIPE $175.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as sole placement agent for Humacyte, Inc. on a PIPE offering PIPE Sole Placement Agent
Published 08/28/2021 Terreno Realty Corporation Equity Capital Markets At the Market Offering $500.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as placement agent for Terreno Realty Corporation on an ATM offering ATM 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.

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