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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 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 07/27/2021 Cytek Biosciences, Inc. Financing, Equity Capital Markets IPO $284.7 Million 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 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 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 07/27/2021 Duolingo, Inc. Financing, Equity Capital Markets IPO $598.9 Million Technology, Software °µÍø³Ô¹Ï 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 Consumer, Health & Wellness Services °µÍø³Ô¹Ï 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 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 07/20/2021 Blend Labs, Inc. Financing, Equity Capital Markets IPO $404.4 Million 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 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 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 Sight Sciences, Inc. Financing, Equity Capital Markets IPO $276.0 Million 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 Levine Leichtman Capital Partners, Inc. Mergers & Acquisitions Buy-Side 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 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 Volant Associates Mergers & Acquisitions Sell-Side 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 07/14/2021 Shoals Technologies Group, Inc. Financing, Equity Capital Markets Follow-On Offering $431.0 Million 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 07/12/2021 Sentry Data Systems, Inc. Mergers & Acquisitions Sell-Side $400.0 Million 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 07/12/2021 Comet Bio Inc. Financing, Equity Private Placements Minority Capital Raise $25.0 Million 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 07/09/2021 Hydrasun Mergers & Acquisitions Sell-Side 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 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 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

°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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