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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 08/09/2021 Fulgent Genetics, Inc. Mergers & Acquisitions Buy-Side 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
Published 08/06/2021 Darktrace Ltd. Financing, Equity Capital Markets Follow-On Offering $199.5 Million Technology, Software °µÍø³Ô¹Ï served as bookrunner for Darktrace Ltd. on a follow-on offering Follow-On Offering Active Bookrunner
Published 08/06/2021 Computer Data Source, Inc. Financing, Debt Capital Markets Unitranche Debt Technology, Technology Services °µÍø³Ô¹Ï served as sole debt placement agent for Computer Data Source, Inc. on a debt financing Unitranche Debt Sole Placement Agent
Published 08/04/2021 Healthgrades Operating Company, Inc. Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare, Technology °µÍø³Ô¹Ï served as sell-side advisor for Healthgrades Operating Company, Inc. on sale to RV Health, a Red Ventures business Healthgrades Operating Company, Inc. has been acquired by RV Health, a Red Ventures business Financial Advisor
Published 08/04/2021 Driven Brands, Inc. Financing, Equity Capital Markets Follow-On Offering $380.0 Million Services & Industrials °µÍø³Ô¹Ï served as bookrunner for Driven Brands Holdings, Inc. on on a follow-on offering Follow-On Offering Passive Bookrunner
Published 08/04/2021 Nurix Therapeutics Equity Capital Markets At the Market Offering $75.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as placement agent for Nurix Therapeutics on an ATM offering ATM Sole Placement Agent
Published 08/04/2021 CAVU Private Capital Advisory, Capital Solutions Capital Solutions Private Capital Advisory °µÍø³Ô¹Ï raised promoted preferred and common equity to support CAVU's minority interest in Whistlepig Raised Equity Sole Placement Agent
Published 08/02/2021 Paula's Choice, LLC Mergers & Acquisitions Sell-Side Consumer, Beauty & Personal Care °µÍø³Ô¹Ï served as co-lead for Paula's Choice, LLC on sale to Unilever PLC Paula's Choice, LLC has been acquired by Unilever PLC Financial Advisor
Published 08/01/2021 A10 Capital Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $165.0 Million Financial Services, Diversified Financials °µÍø³Ô¹Ï served as sole placement agent for A10 Capital on a 5.875% senior secured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 08/01/2021 NexBank Capital, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for NexBank Capital, Inc. on a 4.00% fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 08/01/2021 Hanmi Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $110.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as left bookrunner for Hanmi Financial Corporation on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Left Bookrunner
Published 08/01/2021 California Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $35.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for California Bancorp on a 3.50% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 08/01/2021 Arbor Realty Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $270.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Arbor Realty Trust, Inc. on a 4.50% senior notes offerin due in 2026 Senior Notes Sole Placement Agent
Published 08/01/2021 Triumph Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $70.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Triumph on a 3.50% fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Joint Placement Agent
Published 08/01/2021 Heartland Financial USA, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole bookrunner for HTLF on a 2.75% fixed-to-floating rate subordinates notes offering due in 2031 Subordinated Notes Left Bookrunner
Published 08/01/2021 Delta Bancshares Company Mergers & Acquisitions Sell-Side $106.3 Million Financial Services, Depositories °µÍø³Ô¹Ï has served as sell-side advisor for Delta Bancshares Company on sale to First Mid Bancshares, Inc. Delta Bancshares Company has been acquired by First Mid Bancshares, Inc. Financial Advisor
Published 08/01/2021 First Internet Bank Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $60.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for First Internet Bank on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 07/30/2021 Emerald Textiles LLC Financing, Debt Capital Markets Senior Term Loan $245.0 Million Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as sole placement agent for Emerald Textiles LLC on its debt capital raise Senior Term Loan Joint Placement Agent
Published 07/30/2021 Kymera Therapeutics LLC Financing, Equity Capital Markets Follow-On Offering $257.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Kymera Therapeutics LLC on a follow-on offering Follow-On Offering Passive Bookrunner
Published 07/30/2021 AWP, Inc. Mergers & Acquisitions Buy-Side Services & Industrials, Facility Services °µÍø³Ô¹Ï served as buy-side advisor for Area Wide Protective, a portfolio company of Kohlberg & Co., on acquisition of Statewide Safety Systems, a portfolio company of Sterling Partners Area Wide Protective, a portfolio company of Kohlberg & Co., has acquired Statewide Safety Systems from Sterling Partners 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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