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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 04/01/2021 New York Mortgage Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $100.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as sole placement agent for NYMT on a 5.75% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 04/01/2021 Narragansett Financial Corp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $45.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Narragansett Financial Corp, hollding company for Bay Coast Bank, on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 04/01/2021 Lument Finance Trust Financing, Equity Capital Markets Preferred Stock $60.0 Million Financial Services, Real Estate °µÍø³Ô¹Ï served as bookrunner for Lument Finance Trust on a 7.875% Series A cumulative redeemable preferred stock Preferred Stock Active Bookrunner
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 03/31/2021 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 03/30/2021 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 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 03/25/2021 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 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 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 03/24/2021 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 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 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 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 03/23/2021 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 03/22/2021 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.

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