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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 08/26/2021 | BITS | Mergers & Acquisitions | Sell-Side | Image
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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 | 08/26/2021 | Special Committee of Santander Consumer USA Holdings Inc. | Mergers & Acquisitions | Take Private | $2.5 Billion | Image
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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 | 08/24/2021 | Aadi Bioscience, Inc. | Financing, Equity Capital Markets | PIPE | $155.0 Million | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as placement agent for Traws Pharma on an ATM offering | ATM | Sole Placement Agent |
| Published | 08/20/2021 | Horizon Bradco | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Facility Services | °µÍø³Ô¹Ï served as sell-side advisor for Horizon Bradco, a portfolio company of Hamilton Robinson Capital Partners, on sale to Smart Care Equipment Solutions, a portfolio company of Audax Group | Horizon Bradco, a portfolio company of Hamilton Robinson Capital Partners, has been acquired by Smart Care Equipment Solutions, a portfolio company of Audax Group | Financial Advisor | |
| Published | 08/20/2021 | Rosewood Resources, Inc. | Mergers & Acquisitions | Division Carve Out | Image
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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 | |
| Published | 08/19/2021 | Sunnova Energy International Inc. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $400.0 Million | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | °µÍø³Ô¹Ï served as underwriter for Sunnova Energy International Inc. on a senior unsecured green notes offering | Senior Unsecured Green Notes | Sole Underwriter |
| Published | 08/16/2021 | Crane 1 Services, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Services & Industrials, Facility Services, Industrial Services | °µÍø³Ô¹Ï served as sell-side advisor for Crane 1, a portfolio company of Pfingsten Partners, on sale to L Squared Capital Partners | Crane 1, a portfolio company of Pfingsten Partners, has been acquired by L Squared Capital Partners | Financial Advisor | |
| Published | 08/12/2021 | KnowBe4, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $248.9 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as co-manager for KnowBe4, Inc. on a follow-on offering | Follow-On Offering | Co-Manager |
| Published | 08/11/2021 | Avalara, Inc. | Financing, Equity Capital Markets | Convertible Offering | $977.5 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as co-manager for Avalara, Inc. on a senior unsecured convertible notes offering | Convertible Offering | Co-Manager |
| Published | 08/11/2021 | CloudFlare, Inc. | Financing, Equity Capital Markets | Convertible Offering | $1.3 Billion | Image
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Technology, Software | °µÍø³Ô¹Ï served as co-manager for Cloudflare, Inc. on a senior unsecured convertible notes offering | Convertible Offering | Co-Manager |
| Published | 08/11/2021 | Danimer Scientific, LLC | Mergers & Acquisitions | Buy-Side | $152.0 Million | Image
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Consumer, Agriculture & Biorenewables, Chemicals | °µÍø³Ô¹Ï served as buy-side advisor for Danimer Scientific on acquisition of Novomer | Danimer Scientific has acquired Novomer | Financial Advisor |
| Published | 08/11/2021 | Fulcrum Therapeutics, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $144.2 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as bookrunner for Fulcrum Therapeutics, Inc. on a follow-on offering | Follow-On Offering | Active Bookrunner |
| Published | 08/10/2021 | 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 Gavin & Doherty Geosolutions | Venterra has acquired Gavin & Doherty Geosolutions | Financial Advisor | |
| Published | 08/10/2021 | Health Catalyst, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $224.9 Million | Image
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Healthcare, Information-Driven Healthcare | °µÍø³Ô¹Ï served as co-manager for Health Catalyst, Inc. on a follow-on offering | Follow-On Offering | Co-Manager |
| Published | 08/10/2021 | Peer5, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Technology, Software | °µÍø³Ô¹Ï served as sell-side advisor for Peer5, Inc. on sale to Microsoft Corporation | Peer5, Inc. has been acquired by Microsoft Corporation | Financial Advisor | |
| Published | 08/09/2021 | Fulgent Genetics, Inc. | Mergers & Acquisitions | Buy-Side | Image
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Healthcare, Life Sciences Tools & Diagnostics | °µÍø³Ô¹Ï served as buy-side advisor for Fulgent Genetics Inc. on acquisition of CSI Laboratories | Fulgent Genetics Inc. has acquired CSI Laboratories | 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.