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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 | Abacus Life, Inc. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes |
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Financial Services, Diversified Financials | °µÍø³Ô¹Ï served as lead bookrunner for Abacus Life, Inc. on a senior notes offering | Senior Notes | Lead Bookrunner | ||
| Published | Mergers & Acquisitions | Sell-Side | $80.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor to Marine Bancorp of Florida on the announced acquisition to ELGA Credit Union | Marine Bancorp of Florida has announced their acquisition by ELGA Credit Union | Financial Advisor | ||
| Published | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as sell-side advisor for Sunstar Insurance Group a portfolio company of Brown Brothers Harriman in the announced acquisition to Reverence Capital Partners |
Sunstar Insurance Group a portfolio company of Brown Brothers Harriman has agreed to be acquired by Reverence Capital Partners | Financial Advisor | |||
| Published | ACNB Corporation | Mergers & Acquisitions | Buy-Side | $73.5 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as buy-side advisor for ACNB Corporation in the announced acquisition of Traditions Bancorp | ACNB Corporation has agreed to acquire Traditions Bancorp | Financial Advisor | |
| Published | BCB Bancorp, Inc. | Debt Capital Markets | Subordinated Notes | $40.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sole placement agent to BCB Bank on its announced subordinated notes offering | Subordinated Notes Offering | Sole Placement Agent | |
| Published | Workforce Analytics Provider | Financing, Debt Capital Markets | Senior Term Loan | $90.0 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as sole staple agent for a workforce analytics provider | Senior Term Loan and Revolver | Sole Staple Provider | |
| Published | DMV Technology Solutions Provider | Financing, Debt Capital Markets | Senior Term Loan | $75.0 Million | Image
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Technology, Software | °µÍø³Ô¹Ï served as sole underwriter and administrative agent for a DMV technology solutions provider | Senior Term Loan and Revolver | Sole Underwriter | |
| Published | The First of Long Island Corporation | Mergers & Acquisitions | Sell-Side | $284.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor for The First of Long Island Corporation on agreed merger with ConnectOne Bancorp |
The First of Long Island Corporation has agreed to be acquired by ConnectOne Bancorp | Financial Advisor | |
| Published | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï has served as the buy-side advisor to PeoplesBancorp, MHC, the parent company of PeoplesBank on its proposed merger with Cornerstone Bank | PeoplesBancorp, MHC, the parent company of PeoplesBank has announced its proposal to merge under Cornerstone Bank | Financial Advisor | |||
| Published | Pinstripes | Mergers & Acquisitions | Minority Investment | Image
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Consumer, Restaurants | °µÍø³Ô¹Ï served as financial advisor for Pinstripes on receiving of a growth capital investment | Financial Advisor | |||
| Published | Premier Financial Corp | Mergers & Acquisitions | Sell-Side | $959.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor to Premier Financial Corp on its announced merger with WesBanco |
Premier Financial Corp. has agreed to be acquired by WesBanco | Financial Advisor | |
| Published | Mergers & Acquisitions | Fairness Opinion | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor and provided a fairness opinion to Greenwoods Financial in the announced acquisition by Christopher M. George |
Greenwoods State Bank has announced to be acquired by Christopher M. George | Financial Advisor | |||
| Published | Unum Group | Mergers & Acquisitions | Division Carve Out | Image
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Financial Services, Insurance | °µÍø³Ô¹Ï served as financial advisor to Unum Group in their announced agreement to sell Unum's Medical Stop Loss Business to The Amyntra Group | Unum Group has announced the sale of its Medical Stop Loss Business to The Amynta Group | Financial Advisor | ||
| Published | Mid Penn Bancorporation | Mergers & Acquisitions | Fairness Opinion | $53.9 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï provided a fairness opinion for Mid Penn Bancorporation, Inc. on announced acquisition of Brunswick Bancorp | Fairness Opinion | Financial Advisor | |
| Published | Evans Bancorp Inc. | Mergers & Acquisitions | Sell-Side | $236.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as sell-side advisor for Evans Bancorp on announced merger with NBT Bancorp |
Evans Bancorp has agreed to merge with NBT Bancorp | Financial Advisor | |
| Published | Mondee | Restructuring | Chapter 11 Reorganization | Image
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Technology, Internet & Digital Media | °µÍø³Ô¹Ï served as advisor to the company in connection with its chapter 11 | Chapter 11 Reorganization | Financial Advisor | ||
| Published | Mergers & Acquisitions | Sell-Side | $267.0 Million | Image
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Financial Services, Depositories | °µÍø³Ô¹Ï served as the sell-side advisor to Piedmont Bancorp in the announced merge with United Bankshares, Inc. | Piedmont Bancorp announced its merge with United Bankshares, Inc | Financial Advisor |