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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 08/01/2021 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 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 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 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 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 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
Published 07/30/2021 Miyoko's Kitchen, Inc. Mergers & Acquisitions Minority Investment $52.0 Million Consumer, Food & Beverage °µÍø³Ô¹Ï served as financial advisor and placement agent for Miyoko's Creamery on a Series C Preferred equity raise Miyoko's Kitchen, Inc. has received an investment from PowerPlant Ventures
 Financial Advisor
Published 07/30/2021 Pangeo Subsea Inc Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as sell-side advisor for PanGeo Subsea Inc. on sale to Kraken Robotics Inc. PanGeo Subsea Inc. has been acquired by Kraken Robotics Inc. Financial Advisor
Published 07/30/2021 Bessemer Investors Mergers & Acquisitions Buy-Side Services & Industrials, Building Products °µÍø³Ô¹Ï served as buy-side advisor for Bessemer Investors on acquisition of Legacy Restoration, LLC Bessemer Investors has acquired Legacy Restoration, LLC Financial Advisor
Published 07/29/2021 Omega Therapeutics, Inc. Financing, Equity Capital Markets IPO $141.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Omega Therapeutics, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 07/29/2021 Traeger Pellet Grills, LLC Financing, Equity Capital Markets IPO $487.0 Million Consumer, Diversified Consumer Products °µÍø³Ô¹Ï served as bookrunner for Traeger, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 07/29/2021 thredUP, Inc. Financing, Equity Capital Markets Follow-On Offering $179.2 Million Consumer, Technology, Internet & Digital Media °µÍø³Ô¹Ï served as co-manager for thredUp, Inc on a follow-on offering Follow-On Offering Co-Manager
Published 07/28/2021 PowerSchool Holdings, Inc. Financing, Equity Capital Markets IPO $817.1 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for PowerSchool Holdings, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 07/28/2021 Nassau Financial Group Mergers & Acquisitions Division Carve Out Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for Nassau Financial Group on divestiture of Saybrus Partners, LLC to AmeriLife Group, LLC Nassau Financial Group divested Saybrus Partners, LLC to AmeriLife Group, LLC Financial Advisor
Published 07/28/2021 Richard Bernstein Advisors Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management °µÍø³Ô¹Ï served as sell-side advisor for Richard Bernstein Advisors on its sale of a minority stake to iM Global Partner
 Richard Bernstein Advisors has sold a minority stake to iM Global Partner
 Financial Advisor
Published 07/28/2021 Nuvalent Financing, Equity Capital Markets IPO $190.6 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Nuvalent, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 07/28/2021 Investors Bancorp Inc. Mergers & Acquisitions Sell-Side $3.5 Billion Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for advised Investors Bancorp Inc. on sale to Citizens Financial Group, Inc. Investors Bancorp Inc. has been acquired by Citizens Financial Group, Inc. Financial Advisor
Published 07/28/2021 Riskified, Ltd. Financing, Equity Capital Markets IPO $422.6 Million Technology, Software °µÍø³Ô¹Ï served as bookrunner for Riskified, Ltd. on its initial public offering Initial Public Offering Active Bookrunner

°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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