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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 07/27/2021 | Duolingo, Inc. | Financing, Equity Capital Markets | IPO | $598.9 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as co-manager for Duolingo, Inc. on its initial public offering | Initial Public Offering | Co-Manager |
| Published | 07/27/2021 | Cytek Biosciences, Inc. | Financing, Equity Capital Markets | IPO | $284.7 Million | Image
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Healthcare, Life Sciences Tools & Diagnostics | °µÍø³Ô¹Ï 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
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Financial Services, Depositories | °µÍø³Ô¹Ï 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
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Financial Services, Insurance | °µÍø³Ô¹Ï served as investment banker for Ambac Financial Group, Inc. on credit exposures related to Puerto Rico | Creditor Advisory | Financial Advisor |
| Published | 07/22/2021 | Matterport, Inc. | Financing, Equity Capital Markets | Advisory | $2.9 Billion | Image
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Technology, Software | °µÍø³Ô¹Ï 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 | 07/22/2021 | Xponential Fitness | Financing, Equity Capital Markets | IPO | $130.8 Million | Image
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Consumer, Health & Wellness Services | °µÍø³Ô¹Ï served as bookrunner for Xponential Fitness, Inc. on its initial public offering | Initial Public Offering | Passive Bookrunner |
| Published | 07/20/2021 | Blend Labs, Inc. | Financing, Equity Capital Markets | IPO | $404.4 Million | Image
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Technology, Software | °µÍø³Ô¹Ï 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
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Services & Industrials | °µÍø³Ô¹Ï 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 | |
| Published | 07/15/2021 | Immunic, Inc. | Financing, Equity Capital Markets | CMFO | $45.0 Million | Image
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Healthcare, Biopharma | °µÍø³Ô¹Ï served as sole bookrunner for Immunic, Inc. on a confidentially marketed follow-on offering | Confidentially Marketed Follow-On Offering | Left Bookrunner |
| Published | 07/14/2021 | Levine Leichtman Capital Partners, Inc. | Mergers & Acquisitions | Buy-Side | Image
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Services & Industrials, Industrial Services | °µÍø³Ô¹Ï served as buy-side advisor for Levine Leichtman Capital Partners, Inc. on acquisition of Encore Fire Protection | Levine Leichtman Capital Partners, Inc. has acquired Encore Fire Protection | Financial Advisor | |
| Published | 07/14/2021 | Darkblade Systems | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as sell-side advisor for Darkblade Systems on its sale to Intrepid, a portfolio company of Bluestone Investment Partners | Darkblade Systems has been acquired by Intrepid, a portfolio company of Bluestone Investment Partners | Financial Advisor | |
| Published | 07/14/2021 | Shoals Technologies Group, Inc. | Financing, Equity Capital Markets | Follow-On Offering | $431.0 Million | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | °µÍø³Ô¹Ï served as an underwriter for Shoals Technologies Group, Inc. on a follow-on offering | Follow-On Offering | Co-Manager |
| Published | 07/14/2021 | Sight Sciences, Inc. | Financing, Equity Capital Markets | IPO | $276.0 Million | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as bookrunner for Sight Sciences, Inc. on its initial public offering | Initial Public Offering | Passive Bookrunner |
| Published | 07/14/2021 | Volant Associates | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | °µÍø³Ô¹Ï served as sell-side advisor for Volant Associates on its sale to OCTO, a portfolio company of Arlington Capital Partners | Volant Associates has been acquired by OCTO, a portfolio company of ACP | Financial Advisor | |
| Published | 07/12/2021 | Comet Bio Inc. | Financing, Equity Private Placements | Minority Capital Raise | $25.0 Million | Image
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Consumer, Agriculture & Biorenewables | °µÍø³Ô¹Ï served as sole placement agent for Comet Biorefining, Inc., a portfolio company of Sofinnova Partners, on an equity financing from Open Prairie with participation from BDC Capital, Louis Dreyfus Company, MSAB and existing investor Sofinnova Partners | Minority Capital Raise | Sole Placement Agent |
| Published | 07/12/2021 | Sentry Data Systems, Inc. | Mergers & Acquisitions | Sell-Side | $400.0 Million | Image
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Healthcare, Information-Driven Healthcare | °µÍø³Ô¹Ï served as sell-side advisor for Sentry Data Systems, Inc., a portfolio company of Abry Partners, on its sale to Craneware plc | Sentry Data Systems, Inc., a portfolio company of Abry Partners, has been acquired by Craneware plc | Financial Advisor |
| Published | 07/09/2021 | Hydrasun | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | °µÍø³Ô¹Ï served as sell-side advisor for Hydrasun on sale to SCF Partners | Hydrasun has been acquired by SCF Partners | Financial Advisor | |
| Published | 07/08/2021 | Public Financial Management Inc. | Mergers & Acquisitions | Division Carve Out | Image
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Financial Services, Asset & Wealth Management | °µÍø³Ô¹Ï served as sell-side advisor for PFM on divestiture of PFM Asset Management to U.S. Bank | PFM divested PFM Asset Management to U.S. Bank | Financial Advisor | |
| Published | 07/06/2021 | Integrity Implants Inc. (Accelus) | Mergers & Acquisitions | Merger | Image
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Healthcare, Med-Tech | °µÍø³Ô¹Ï served as financial advisor for Integrity Implants, Inc. on merger with Fusion Roboics to form Accelus | Integrity Implants, Inc. has merged with Fusion Roboics to form Accelus | Financial Advisor | |
| Published | 07/03/2021 | Bain Capital LP | Mergers & Acquisitions | Buy-Side | CHF4.2 Billion | Image
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Chemicals | °µÍø³Ô¹Ï served as buy side advisor to Bain Capital & Cinven on the acquistion of Lonza Specialty Ingredients. | Bain Capital & Cinven acquired Lonza Specialty Ingredients | 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.