°µÍø³Ô¹Ï

Investment Banking Transactions

Clear Filters
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 05/21/2025 CFSB Bancorp, Inc. Mergers & Acquisitions Merger Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for CFSB Bancorp, Inc. on its announced merger with Hometown Financial Group, Inc. CFSB Bancorp, Inc. has agreed to merge with Hometown Financial Group Financial Advisor
Published 05/20/2025 Union Bank Equity Capital Markets At the Market Offering Financial Services, Depositories °µÍø³Ô¹Ï served as placement agent for Union Bank on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 05/19/2025 Agio Technology, LLC Mergers & Acquisitions Sell-Side Technology, Technology Services °µÍø³Ô¹Ï served as sell-side advisor for Agio, in the acquisition to Netrio, a portfolio company of L Squared Capital Partners Agio has been acquired by Netrio, a portfolio company of L Squared Capital Partners Financial Advisor
Published 05/16/2025 Terraform Labs PTE. Ltd. Restructuring Chapter 11 Reorganization Technology, Software °µÍø³Ô¹Ï is serving as a Plan Administrator on behalf of the Wind Down Trust in connection with the estate’s pursuit of $5B+ crypto loss claims Post-Chapter 11 Wind Down Trust Financial Advisor
Published 05/15/2025 ConnectOne Bancorp, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $200.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as bookrunner for ConnectOne Bancorp, Inc. on its subordinated notes offering Subordinated Notes Offering Active Bookrunner
Published 05/14/2025 Klaviyo Inc. Equity Capital Markets Follow-On Offering $372.9 Million Technology, Software °µÍø³Ô¹Ï served as bookrunner for Klaviyo Inc. on its follow-on offering Follow-On Offering Passive Bookrunner
Published 05/14/2025 Savers Value Village Equity Capital Markets Follow-On Offering $138.7 Million Consumer, Retail & Disruptive Commerce °µÍø³Ô¹Ï served as bookrunner for Savers Value Village, Inc. on its follow-on offering Follow-On Offering Passive Bookrunner
Published 05/14/2025 VeraBank Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for VeraBank on its subordinated notes offering Subordinated Notes Offering Sole Placement Agent
Published 05/13/2025 First Busey Corporation Equity Capital Markets Preferred Stock $215.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead book-running manager for First Busey Corporation on its perpetual preferred stock Perpetual Preferred Stock Lead Bookrunner
Published 05/12/2025 CytomX Therapeutics Inc. Equity Capital Markets Follow-On Offering Healthcare, Biopharma °µÍø³Ô¹Ï served as Co-Manager for CytomX Therapeutics Inc. on its follow on offering Follow-On Offering Co-Manager
Published 05/12/2025 CytomX Therapeutics Inc. Equity Capital Markets Registered Direct $100.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for CytomX Therapeutics Inc. on its RD Underwritten Registered Direct Offering Active Bookrunner
Published 05/09/2025 Annaly Capital Management Financing, Equity Capital Markets At the Market Offering $2.0 Billion Financial Services, Real Estate °µÍø³Ô¹Ï served as placement agent for Annaly Capital Management on an ATM offering ATM Program Common Stock Lead Placement Agent
Published 05/09/2025 American Integrity Insurance Co. Equity Capital Markets IPO $110.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as bookrunner for American Integrity Insurance on its IPO Initial Public Offering Lead Bookrunner
Published 05/09/2025 CareTrust REIT Mergers & Acquisitions Buy-Side £642.0 Million Healthcare, Healthcare Services °µÍø³Ô¹Ï served as buy-side advisor for CareTrust REIT in the acquisition of Care REIT plc CareTrust REIT has acquired Care REIT plc Financial Advisor
Published 05/09/2025 Aspen Insurance Holdings Ltd. Equity Capital Markets IPO $397.5 Million Financial Services, Insurance °µÍø³Ô¹Ï served as bookrunner for Aspen Insurance Holdings on its IPO Initial Public Offering Passive Bookrunner
Published 05/06/2025 Two Harbors Investment Corp. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $115.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as bookrunner for Two Harbors Investment Corp. on its senior notes offering Senior Notes Active Bookrunner
Published 05/05/2025 Awayday Mergers & Acquisitions Sell-Side Services & Industrials, Residential Services °µÍø³Ô¹Ï served as exclusive financial advisor to Awayday, a portfolio company of LightBay Capital, in its recapitalized by Ares Management Awayday, a portfolio company of LightBay Capital, has been recapitalized by Ares Management Financial Advisor
Published 05/02/2025 First National of Nebraska, Inc. Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as financial advisor for First National of Nebraska, on its announced acquisition of CCB Financial Corporation First National of Nebraska has agreed to acquire Country Club Bank Financial Advisor
Published 05/02/2025 Equify Financial Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $25.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Equify Financial on senior unsecured notes Senior Unsecured Notes Sole Placement Agent
Published 05/01/2025 24 Hour Fitness USA, Inc. Restructuring Special Situations Financing Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as advisor to the company on its $305M debt financing and recapitalization Special Situations Financing 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.

© 2025 °µÍø³Ô¹Ï. Since 1895. All rights reserved.