Investment Banking Transactions

	Date	Client	Type	Sub-Type	Amt.	Logo	Sector/Sub-Sector	Description	Tombstone Description	PSC Role
Published	07/30/2021	Pangeo Subsea Inc	Mergers & Acquisitions	Sell-Side		Image Image	Energy, Power & Infrastructure, Energy & Power Services & Equipment	��Թ� 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	Kymera Therapeutics LLC	Financing, Equity Capital Markets	Follow-On Offering	$257.0 Million	Image	Healthcare, Biopharma	��Թ� served as bookrunner for Kymera Therapeutics LLC on a follow-on offering	Follow-On Offering	Passive Bookrunner
Published	07/30/2021	Miyoko's Kitchen, Inc.	Mergers & Acquisitions	Minority Investment	$52.0 Million	Image	Consumer, Food & Beverage	��Թ� 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	07/29/2021	Traeger Pellet Grills, LLC	Financing, Equity Capital Markets	IPO	$487.0 Million	Image	Consumer, Diversified Consumer Products	��Թ� 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	Image	Consumer, Technology, Internet & Digital Media	��Թ� served as co-manager for thredUp, Inc on a follow-on offering	Follow-On Offering	Co-Manager
Published	07/29/2021	Omega Therapeutics, Inc.	Financing, Equity Capital Markets	IPO	$141.0 Million	Image	Healthcare, Biopharma	��Թ� served as bookrunner for Omega Therapeutics, Inc. on its initial public offering	Initial Public Offering	Active Bookrunner
Published	07/28/2021	PowerSchool Holdings, Inc.	Financing, Equity Capital Markets	IPO	$817.1 Million	Image	Technology, Software	��Թ� 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		Image Image Image	Financial Services, Insurance	��Թ� 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	Investors Bancorp Inc.	Mergers & Acquisitions	Sell-Side	$3.5 Billion	Image Image	Financial Services, Depositories	��Թ� 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	Richard Bernstein Advisors	Mergers & Acquisitions	Sell-Side		Image Image	Financial Services, Asset & Wealth Management	��Թ� 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	Image	Healthcare, Biopharma	��Թ� served as bookrunner for Nuvalent, Inc. on its initial public offering	Initial Public Offering	Active Bookrunner
Published	07/28/2021	Riskified, Ltd.	Financing, Equity Capital Markets	IPO	$422.6 Million	Image	Technology, Software	��Թ� served as bookrunner for Riskified, Ltd. on its initial public offering	Initial Public Offering	Active Bookrunner
Published	07/27/2021	Cytek Biosciences, Inc.	Financing, Equity Capital Markets	IPO	$284.7 Million	Image	Healthcare, Life Sciences Tools & Diagnostics	��Թ� served as bookrunner for Cytek BioSciences, Inc. on its initial public offering	Initial Public Offering	Active Bookrunner
Published	07/27/2021	CVB Financial Corp.	Mergers & Acquisitions	Buy-Side	$204.0 Million	Image Image	Financial Services, Depositories	��Թ� served as buy-side advisor for CVB Financial Corp. on acquisition of Suncrest Bank	CVB Financial Corp. has acquired Suncrest Bank	Financial Advisor
Published	07/27/2021	Ambac Financial Group, Inc.	Restructuring	Creditor Advisory	$74.0 Billion	Image	Financial Services, Insurance	��Թ� served as investment banker for Ambac Financial Group, Inc. on credit exposures related to Puerto Rico	Creditor Advisory	Financial Advisor
Published	07/27/2021	Duolingo, Inc.	Financing, Equity Capital Markets	IPO	$598.9 Million	Image	Technology, Software	��Թ� served as co-manager for Duolingo, Inc. on its initial public offering	Initial Public Offering	Co-Manager
Published	07/22/2021	Xponential Fitness	Financing, Equity Capital Markets	IPO	$130.8 Million	Image	Consumer, Health & Wellness Services	��Թ� served as bookrunner for Xponential Fitness, Inc. on its initial public offering	Initial Public Offering	Passive Bookrunner
Published	07/22/2021	Matterport, Inc.	Financing, Equity Capital Markets	Advisory	$2.9 Billion	Image Image	Technology, Software	��Թ� served as joint financial advisor for Matterport, Inc. on its combination with Gores Holdings VI in a reverse merger	Matterport Inc. combined with Gores Holdings VI in a reverse merger	Financial Advisor
Published	07/20/2021	Blend Labs, Inc.	Financing, Equity Capital Markets	IPO	$404.4 Million	Image	Technology, Software	��Թ� served as co-manager for Blend Labs, Inc. on its initial public offering	Initial Public Offering	Co-Manager
Published	07/16/2021	Alliance Source Testing, LLC	Mergers & Acquisitions	Sell-Side		Image Image Image	Services & Industrials	��Թ� served as sell-side advisor for Alliance Technical Group, a portfolio company of Align Capital Partners, on sale to Morgan Stanley Capital Partners	Alliance Technical Group, a portfolio company of Align Capital Partners, has been acquired by Morgan Stanley Capital Partners	Financial Advisor

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Investment Banking Transactions

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