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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 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 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 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 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 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 08/31/2021 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 08/30/2021 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 08/30/2021 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 08/28/2021 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
Published 08/26/2021 Special Committee of Santander Consumer USA Holdings Inc. Mergers & Acquisitions Take Private $2.5 Billion Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sell-side advisor for the Santander Consumer USA Holdings Inc. on its take private by Santander Holdings USA, Inc. Santander Consumer USA Holdings Inc. has been taken private by Santander Holdings USA, Inc. Financial Advisor
Published 08/26/2021 BITS Mergers & Acquisitions Sell-Side Services & Industrials, Business Services °µÍø³Ô¹Ï served as sell-side advisor for ACBB-BITS, a subsidiary of Atlantic Community Bankers Bank, on its sale to New Era Technology, Inc., a portfolio company of Sentinel Capital Partners ACBB-BITS, a subsidiary of Atlantic Community Bankers Bank, has been acquired by New Era Technology, Inc., a portfolio company of Sentinel Capital Partners Financial Advisor
Published 08/24/2021 Aadi Bioscience, Inc. Financing, Equity Capital Markets PIPE $155.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as co-placement agent and financial advisor for Aadi Bioscience, Inc. on a PIPE offering PIPE Joint Placement Agent
Published 08/24/2021 Aadi Bioscience, Inc. Mergers & Acquisitions Merger $206.8 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as financial advisor for Aadi Bioscience, Inc. on its merger with Aerpio Pharmaceuticals, Inc. Aadi Bioscience, Inc. has merged with Aerpio Pharmaceuticals, Inc. Financial Advisor
Published 08/23/2021 Paine Schwartz Partners Mergers & Acquisitions Buy-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as buy-side advisor for Paine Schwartz on acquisition of Suja Life, LLC Paine Schwartz has acquired Suja Life, LLC Financial Advisor
Published 08/23/2021 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $53.9 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Sabal Palm Bancorp, Inc. Seacoast Banking Corporation of Florida has acquired Sabal Palm Bancorp, Inc. Financial Advisor
Published 08/20/2021 Traws Pharma Equity Capital Markets At the Market Offering $25.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Traws Pharma on an ATM offering ATM Sole Placement Agent
Published 08/20/2021 Rosewood Resources, Inc. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Upstream °µÍø³Ô¹Ï served as sell-side advisor to Rosewood Resources, Inc. on sale of Texas Eagle Ford oil and gas assets to Warwick Investment Group Rosewood Resources, Inc. has divested Texas Eagle Ford oil and gas assets to Warwick Investment Group 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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