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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 03/11/2021 Jo-Ann Stores, LLC Financing, Equity Capital Markets IPO $150.9 Million Consumer, Retail & Disruptive Commerce °µÍø³Ô¹Ï served as bookrunner for JOANN Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 03/10/2021 WSFS Financial Corporation Mergers & Acquisitions Buy-Side $976.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for WSFS Financial Corporation on acquisition of Bryn Mawr Bank Corporation WSFS Financial Corporation has acquired Bryn Mawr Bank Corporation Financial Advisor
Published 03/10/2021 Pet Supplies Plus Mergers & Acquisitions Sell-Side $700.0 Million Consumer, Retail & Disruptive Commerce, Restaurants °µÍø³Ô¹Ï served as sell-side advisor for Pet Supplies Plus, a portfolio company of Sentinel Capital Partners, on sale to Franchise Group Pet Supplies Plus, a portfolio company of Sentinel Capital Partners, has been acquired by Franchise Group Financial Advisor
Published 03/10/2021 ShieldX Networks, Inc. Mergers & Acquisitions Sell-Side Technology, Software °µÍø³Ô¹Ï served as sell-side advisor for ShieldX Networks, Inc. on sale to Fortinet, Inc. ShieldX Networks, Inc. has been acquired by Fortinet, Inc. Financial Advisor
Published 03/10/2021 CiCi Enterprises, L.P. Restructuring Sale of Assets Consumer, Restaurants °µÍø³Ô¹Ï served as financial advisor for CiCi's Holdings, Inc., a portfolio company of Arlon Group, on sale to SSCP Management in its Chapter 11 Plan of Reorganization Chapter 11 Reorganization Financial Advisor
Published 03/09/2021 Vocera Communication, Inc. Financing, Equity Capital Markets Convertible Offering $224.5 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for Vocera Communication, Inc. on a convertible offering Convertible Offering Active Bookrunner
Published 03/09/2021 Jounce Therapeutics, Inc. Financing, Equity Capital Markets CMFO $64.6 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Jounce Therapeutics, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 03/09/2021 Social Finance, Inc. Mergers & Acquisitions Buy-Side $22.0 Million Financial Services, FinTech °µÍø³Ô¹Ï served as buy-side advisor for Social Finance, Inc. on acquisition of Golden Pacific Bancorp, Inc. Social Finance, Inc. has acquired Golden Pacific Bancorp, Inc. Financial Advisor
Published 03/08/2021 Crown Health Care Laundry Services, Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services °µÍø³Ô¹Ï served as sell-side advisor for Crown Health Care Laundry Services, a portfolio company of Quilvest Capital Partners, on sale to The Pritzker Organization Crown Health Care Laundry Services, a portfolio company of Quilvest Capital Partners, has been acquired by The Pritzker Organization Financial Advisor
Published 03/05/2021 Essentia Water, LLC Mergers & Acquisitions Sell-Side Consumer, Food & Beverage °µÍø³Ô¹Ï served as sell-side advisor for Essentia Water, LLC, a portfolio company of Castanea Partners, on sale to Nestle USA Essentia Water, LLC, a portfolio company of Castanea Partners, has been acquired by Nestle USA Financial Advisor
Published 03/05/2021 Clearsense Financing, Equity Private Placements Minority Capital Raise $30.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sole equity placement agent for Clearsense on an equity capital raise led by Health Catalyst Capital with an additional investment from UPMC Minority Capital Raise Sole Placement Agent
Published 03/04/2021 Nurix Inc. Financing, Equity Capital Markets Follow-On Offering $160.4 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for Nurix Therapeutics Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 03/04/2021 Amur Equipment Finance, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $75.0 Million Financial Services, Specialty Finance °µÍø³Ô¹Ï served as sole placement agent for Amur Equipment Finance, Inc. on a $75 million offering of senior notes due in 2026 Senior Notes Sole Placement Agent
Published 03/03/2021 InnovAge Holding Corp. Financing, Equity Capital Markets IPO $398.9 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as bookrunner for InnoVage Holding Corp. on its initial public offering Initial Public Offering Passive Bookrunner
Published 03/03/2021 Digi International Inc. Financing, Equity Capital Markets Follow-On Offering $68.3 Million Technology, Hardware °µÍø³Ô¹Ï served as sole bookrunner for Digi International Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 03/03/2021 Severn Bancorp, Inc. Mergers & Acquisitions Sell-Side $145.9 Million Financial Services, Depositories, Specialty Finance °µÍø³Ô¹Ï served as sell-side advisor for Severn Bancorp, Inc. on sale to Shore Bancshares, Inc. Severn Bancorp, Inc. has been acquired by Shore Bancshares, Inc. Financial Advisor
Published 03/03/2021 Khosla Ventures Acquisition Co. Equity Capital Markets, Financing IPO $300.0 Million Financial Services °µÍø³Ô¹Ï served as bookrunner for Khosla Ventures Acquisition Co. on its initial public offering Initial Public Offering Active Bookrunner
Published 03/02/2021 Heska Corporation Financing, Equity Capital Markets Follow-On Offering $175.0 Million Healthcare, Life Sciences Tools & Diagnostics °µÍø³Ô¹Ï served as bookrunner for Heska Corporation on a follow-on offering Follow-On Offering Active Bookrunner
Published 03/02/2021 Magnolia Oil & Gas Financing, Equity Capital Markets Follow-On Offering $205.3 Million Energy, Power & Infrastructure, Energy & Power Infrastructure °µÍø³Ô¹Ï served as co-manager for Magnolia Oil & Gas Corporation on a follow-on offering Follow-On Offering Co-Manager
Published 03/02/2021 ASLAN Pharmaceuticals Pte. Ltd. Financing, Equity Capital Markets Follow-On Offering $69.0 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as bookrunner for ASLAN Pharmaceuticals Ltd. on a follow-on offering Follow-On Offering Active Bookrunner

°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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