°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 12/31/2020 Ultimate Fitness Group, LLC Mergers & Acquisitions Sell-Side Consumer, Health & Wellness Services °µÍø³Ô¹Ï served as sell-side advisor for Ultimate Fitness Group, LLC (dba Fitness Advocate) on sale to Revelstoke Capital Partners Ultimate Fitness Group, LLC (dba Fitness Advocate) has been acquired by Revelstoke Capital Partners Financial Advisor
Published 12/30/2020 BNCCORP, INC. Mergers & Acquisitions Division Carve Out Financial Services, Depositories °µÍø³Ô¹Ï served as sell-side advisor for BNCCORP, INC. on divestiture of certain loans and deposits of Golden Valley, Minnesota branch to Coulee Bank BNCCORP, INC. has divested certain loans and deposits of Golden Valley, Minnesota branch to Coulee Bank Financial Advisor
Published 12/30/2020 Northpointe Bancshares, Inc. Financing, Equity Private Placements Preferred Equity $95.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as placement agent for Northpointe Bancshares, Inc. on an equity offering of non-cumulative preferred stock Preferred Equity Joint Placement Agent
Published 12/30/2020 BioDerm, Inc. Mergers & Acquisitions Sell-Side Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for BioDerm, Inc. on sale to Mountaingate Capital BioDerm, Inc. has been acquired by Mountaingate Capital Financial Advisor
Published 12/29/2020 Veran Medical Technologies, Inc. Mergers & Acquisitions Sell-Side $340.0 Million Healthcare, Med-Tech °µÍø³Ô¹Ï served as sell-side advisor for Veran Medical Technologies, Inc. on sale to Olympus Corporation Veran Medical Technologies, Inc. has been acquired by Olympus Corporation Financial Advisor
Published 12/29/2020 Cayuga Lake Bank Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $8.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Cayuga Lake Bank Corporation on a $8.0 million offering of 4.625% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 12/29/2020 BestReviews LLC Mergers & Acquisitions Sell-Side $160.0 Million Technology, Internet & Digital Media °µÍø³Ô¹Ï served as sell-side advisor for BestReviews, a subsidiary of Tribune Publishing Company, on sale to Nexstar Inc., a wholly owned subsidiary of Nextstar Media Group, Inc. BestReviews, a subsidiary of Tribune Publishing Company, has been acquired by Nexstar Inc., a wholly owned subsidiary of Nextstar Media Group, Inc. Financial Advisor
Published 12/29/2020 Banesco USA Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $15.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for Banesco USA on a $15.0 million offering of 5.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 12/29/2020 Consumers Bancorp, Inc. Mergers & Acquisitions Buy-Side Financial Services, Depositories °µÍø³Ô¹Ï served as buy-side advisor for Consumers Bancorp, Inc. on acquisition of two branches from CF Bankshares, Inc. Consumers Bancorp, Inc. has acquired two branches from CF Bankshares, Inc. Financial Advisor
Published 12/23/2020 First Commercial Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $15.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for First Commercial Bancshares, Inc. on a $15.0 million offering of 5.00% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 12/23/2020 First Trust Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $21.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for First Trust Corporation on a $21.0 million offering of 5.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 12/23/2020 Medallion Financial Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Unsecured Debt $33.6 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Medallion Financial Corp. on a $33.6 million offering of 7.50% fixed rate senior unsecured notes due in 2027 Senior Unsecured Debt Joint Placement Agent
Published 12/22/2020 Peapack-Gladstone Financial Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $100.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as lead placement agent for Peapack-Gladstone Financial Corporation on a $100.0 million offering of 3.50% fixed-to-floating rate subordinated notes offering due in 2030 Subordinated Debt Joint Placement Agent
Published 12/22/2020 CBC Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $25.0 Million Financial Services, Depositories °µÍø³Ô¹Ï served as sole placement agent for CBC Bancorp on a $25.0 million offering of fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 12/22/2020 AWP, Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Facility Services °µÍø³Ô¹Ï served as sell-side advisor for AWP, Inc., a portfolio company of The Riverside Company, on sale to Kohlberg & Company AWP, Inc., a portfolio company of The Riverside Company, has been acquired by Kohlberg & Company Financial Advisor
Published 12/21/2020 eMDs Holdings Inc. Mergers & Acquisitions Sell-Side $240.0 Million Healthcare, Information-Driven Healthcare °µÍø³Ô¹Ï served as sell-side advisor for MDs Holdings, Inc., a portfolio company of Marlin Equity Partners, on sale to Compugroup Holding USA MDs Holdings, Inc., a portfolio company of Marlin Equity Partners, has been acquired by Compugroup Holding USA Financial Advisor
Published 12/18/2020 Obsidian Insurance Holdings, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Unsecured Debt $20.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as lead placement agent for Obsidian Insurance Holdings, Inc. on a $20.0 million offering of 6.50% fixed rate senior unsecured notes due in 2025 Senior Unsecured Debt Lead Placement Agent
Published 12/18/2020 DynaGrid Holdings, LLC Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment °µÍø³Ô¹Ï & Co. served as sell-side advisor for DynaGrid Holdings LLC, a portfolio company of CIC Partners, on sale to Brown Brothers Harriman Capital Partners. DynaGrid is the one of the largest independent providers of comprehensive transmission sub-grade and sitework services to electric utilities in Texas and surrounding states DynaGrid Holdings LLC, a portfolio company of CIC Partners, has been acquired by Brown Brothers Harriman Capital Partners Financial Advisor
Published 12/17/2020 Gamida Cell Ltd. Financing, Equity Capital Markets CMFO $74.5 Million Healthcare, Biopharma °µÍø³Ô¹Ï served as left bookrunner for Gamida Cell Ltd. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Left Bookrunner
Published 12/16/2020 Midwest Holding Inc. Equity Capital Markets, Financing IPO $70.0 Million Financial Services, Insurance °µÍø³Ô¹Ï served as sole bookrunner for Midwest Holding Inc. on its initial public offering Initial Public Offering Lead 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.

© 2025 °µÍø³Ô¹Ï. Since 1895. All rights reserved.