°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 04/01/2021 WT Holdings, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $60.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole placement agent for WT Holdings, Inc. on 5.50% senior unsecured notes offering due in 2028 Senior Notes Sole Placement Agent
Published 04/01/2021 World Insurance Associates LLC Mergers & Acquisitions Buy-Side Financial Services, Insurance World Insurance Associates has acquired Scottish American Financial Advisor
Published 04/01/2021 QMax Solutions Inc. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï served as financial advisor for administrators of Qmax Solutions Inc on divestiture of its middle eastern drilling fluids business to undisclosed buyer Qmax Solutions Inc has divested its middle eastern drilling fluids business to an undisclosed buyer Financial Advisor
Published 03/31/2021 Sumeru Equity Partners, Inc. Mergers & Acquisitions Buy-Side $200.0 Million Technology, Software °µÍø³Ô¹Ï served as financial advisor for Sumeru Equity Partners on its growth investment in Loopio Sumeru Equity Partners has provided a growth investment in Loopio Financial Advisor
Published 03/31/2021 Fox Head, Inc. Financing, Debt Capital Markets Senior Term Loan $95.0 Million Consumer, Diversified Consumer Products °µÍø³Ô¹Ï served as sole debt placement agent for Fox Head, Inc., a portfolio company of Altamont Capital Partners, LLC, on it's March 2021 debt financing Senior Term Loan Sole Placement Agent
Published 03/30/2021 Achilles Therapeutics Financing, Equity Capital Markets IPO $175.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Achilles Therapeutics, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 03/29/2021 Premier Financial Bancorp, Inc. Mergers & Acquisitions Sell-Side $292.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for Premier Financial Bancorp, Inc. on sale to Peoples Bancorp Inc. Premier Financial Bancorp, Inc. has been acquired by Peoples Bancorp Inc. Financial Advisor
Published 03/29/2021 Odyssey Investment Partners Mergers & Acquisitions Buy-Side Financial Services, Insurance °µÍø³Ô¹Ï served as buy-side advisor for Odyssey Investment Partners on acquisition of SIAA (Strategic Insurance Agency Alliance) Odyssey Investment Partners has acquired SIAA (Strategic Insurance Agency Alliance) Financial Advisor
Published 03/25/2021 Design Therapeutics Financing, Equity Capital Markets IPO $276.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Design Therapeutics, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 03/25/2021 Alignment Healthcare, Inc. Financing, Equity Capital Markets IPO $549.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for Alignment Healthcare, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 03/25/2021 VIZIO, Inc. Financing, Equity Capital Markets IPO $293.1 Million Technology, Hardware °µÍø³Ô¹Ï served as lead manager for VIZIO, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 03/25/2021 thredUP Inc. Financing, Equity Capital Markets IPO $193.2 Million Consumer, Technology, Internet & Digital Media °µÍø³Ô¹Ï served as co-manager for thredUP Inc. on its initial public offering Initial Public Offering Co-Manager
Published 03/24/2021 Accolade, Inc Financing, Equity Capital Markets Convertible Offering $287.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for Accolade, Inc. on a convertible offering Convertible Offering Passive Bookrunner
Published 03/24/2021 Arcline Investment Management Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as financial advisor for Arcline Investment Management on investment in PDC Machines Arcline Investment Management has invested in PDC Machines Financial Advisor
Published 03/24/2021 SEMrush Holdings, Inc. Financing, Equity Capital Markets IPO $150.1 Million Technology, Software °µÍø³Ô¹Ï served as co-manager for SEMrush Holdings, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 03/23/2021 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $102.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Legacy Bank of Florida Seacoast Banking Corporation of Florida has acquired Legacy Bank of Florida Financial Advisor
Published 03/23/2021 ACV Auctions, Inc. Financing, Equity Capital Markets IPO $475.8 Million Technology, Internet & Digital Media °µÍø³Ô¹Ï served as co-manager for ACV Auctions, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 03/23/2021 Array Technologies, Inc. Financing, Equity Capital Markets Follow-On Offering $993.3 Million Energy, Power & Infrastructure, Renewables & Clean Energy °µÍø³Ô¹Ï served as co-manager for Array Technologies, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 03/23/2021 Brokers International, Ltd. Mergers & Acquisitions Sell-Side Financial Services, Insurance °µÍø³Ô¹Ï served as sell-side advisor for Brokers International, Ltd. on sale to Integrity Marketing Group, LLC Brokers International, Ltd. has been acquired by Integrity Marketing Group, LLC Financial Advisor
Published 03/22/2021 Banc of California, Inc. Mergers & Acquisitions Buy-Side $235.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Banc of California, Inc. on acquisition of Pacific Mercantile Bancorp Banc of California, Inc. has acquired Pacific Mercantile Bancorp 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.