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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 06/02/2021 HBT Financial Mergers & Acquisitions Buy-Side $42.5 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for HBT Financial on acquisition of NXT Bank HBT Financial has acquired NXT Bank Financial Advisor
Published 06/01/2021 American AgCredit Equity Capital Markets, Financing Preferred Stock $300.0 Million Financial Services °µÍø³Ô¹Ï seved as left bookrunner for American AgCredit on a 5.250% fixed-rate reset perpetual preferred stock offering Preferred Stock Left Bookrunner
Published 06/01/2021 Hertz Global Holdings, Inc. Restructuring Chapter 11 Reorganization $19.0 Billion Services & Industrials °µÍø³Ô¹Ï served as investment banker for an ad hoc group of 2L noteholders in the Chapter 11 reorganzation of Hertz Global Holdings, Inc. Chapter 11 Reorganization Financial Advisor
Published 06/01/2021 Coeur d'Alene Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $5.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole financial advisor for Coeur d'Alene Bancorp on a 4.50% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Financial Advisor
Published 06/01/2021 TS Bank Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for TS Bank on a 5.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 06/01/2021 Liberty Commercial Finance Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $30.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Liberty Commericla Finance on a 6.00% senior unsecured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 06/01/2021 Bamboo Ide8 Insurance Services Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Revolving Credit Facility Financial Services, Insurance °µÍø³Ô¹Ï served as sole underwriter for Bamboo Ide8 Insurance Services on a credit facility Credit Facility Sole Underwriter
Published 06/01/2021 Midwest BankCentre Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Midwest BankCentre on a 3.625% fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 06/01/2021 Centurion American Development Group Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $14.8 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for Centurion American Development Group on a 6.50% senior secured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 06/01/2021 Ready Capital Financing, Equity Capital Markets Preferred Stock $115.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as active bookrunner for Ready Capital on a 6.50% Series E Cumulative Redeemable Preferred Stock offering Preferred Stock Active Bookrunner
Published 06/01/2021 Frontier Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $55.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Frontier Bancshares, holding company for Horizon Bank, on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Joint Placement Agent
Published 06/01/2021 Community Bankers Trust Corporation Mergers & Acquisitions Sell-Side $303.3 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Community Bankers Trust Corporation on sale to United Bankshares, Inc. Community Bankers Trust Corporation has been acquired by United Bankshares, Inc. Financial Advisor
Published 06/01/2021 Ontarioro Teachers' Pension Plan (OTPP) & Burton's Biscuits Company Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï acted as sell-side advisor for Burton's Biscuits, a portfolio company of OTPP, on sale to Ferrero Burton's Biscuits, a portfolio company of OTPP, has been acquired by Ferrero Financial Advisor
Published 06/01/2021 1st Capital Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $15.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for 1st Capital Bancorp on a 4.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 06/01/2021 Preferred Bank Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as left bookrunner for Preferred Bank on a 3.375% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Left Bookrunner
Published 06/01/2021 Legal Business Services Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $50.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as lead placement agent for Legal Business Services on a 8.00% senior notes offering due in 2026 Senior Notes Joint Placement Agent
Published 06/01/2021 Ready Capital Financing, Equity Capital Markets Preferred Stock $115.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as bookrunner for Ready Capital on a 6.50% fixed-rate non-cumulative perpetual preferred stock offering Preferred Stock Active Bookrunner
Published 06/01/2021 Princeton Equity Group Private Capital Advisory, Private Funds Private Funds $352.0 Million Private Capital Advisory °µÍø³Ô¹Ï served as sole placement agent for Princeton Equity Group on the raise of hard cap for first-time buyout fund Fund I Sole Placement Agent
Published 06/01/2021 Isabella Bank Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Isabella Bank Corporation on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 06/01/2021 BayFirst Solutions Mergers & Acquisitions Sell-Side Technology, Defense & Government °µÍø³Ô¹Ï served as sell-side advisor for BayFirst Solutions on its sale to Versar, a portfolio company of Kingswood Capital Management BayFirst Solutions has been acquired by Versar, a portfolio company of Kingswood Capital Management 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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