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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 05/13/2026 Kodiak Gas Services Equity Capital Markets CMFO Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as bookrunner for Kodiak Gas Services on its CMFO Confidentially Marketed Follow-On Passive Bookrunner
Published 05/13/2026 Neptune Flood Insurance Equity Capital Markets Follow-On Offering Technology, FinTech Â鶹´«Ã½ served as bookrunner for Neptune Flood Insurance on its follow-on offering Follow-On Offering Passive Bookrunner
Published 05/13/2026 Capital Advisors, Inc. Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Capital Advisors has agreed to be acquired by Corient Financial Advisor
Published 05/12/2026 Fervo Energy Equity Capital Markets IPO Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as bookrunner for Fervo Energy on its IPO Initial Public Offering Passive Bookrunner
Published 05/08/2026 TriSpan Private Capital Advisory Secondary Capital Consumer, Restaurants Â鶹´«Ã½ served as financial advisor for TriSpan on the formation of a single-asset continuation vehicle Continuation Vehicle Financial Advisor
Published 05/08/2026 So Good So You Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for So Good So You, a portfolio company of Prelude Growth Partners, on its sale to Bansk Group So Good So You, a portfolio company of Prelude Growth Partners, has been acquired by Bansk Group Financial Advisor
Published 05/08/2026 Personalis, Inc. Equity Capital Markets At the Market Offering $150.0 Million Healthcare, Life Sciences Tools & Diagnostics Â鶹´«Ã½ served as joint placement agent for Personalis, Inc. on an ATM offering ATM Program Common Stock Joint Placement Agent
Published 05/07/2026 Avalo Therapeutics Equity Capital Markets CMFO Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Avalo Therapeutics on its CMFO Confidentially Marketed Follow-On Active Bookrunner
Published 05/05/2026 Fulton Financial Corporation Debt Capital Markets Subordinated Notes $300.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Fulton Financial Corporation on its subordinated notes offering Subordinated Notes Lead Bookrunner
Published 05/05/2026 Cambridge Financial Group, Inc Mergers & Acquisitions Buy-Side $81.0 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Cambridge Financial Group, Inc. on its announced acquisition of First Seacoast Bancorp, Inc. Cambridge Financial Group has agreed to be acquired by First Seacoast Bancorp Financial Advisor
Published 05/04/2026 MidOcean Partners Private Capital Advisory Secondary Capital Services & Industrials, Automotive Aftermarket Â鶹´«Ã½ served as exclusive financial advisor for MidOcean Partners on the formation of a single asset continuations vehicle for Cloyes Gear and Products Continuation Vehicle Financial Advisor
Published 05/01/2026 Pacific Financial Corporation Mergers & Acquisitions Sell-Side $177.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Pacific Financial Corporation on its announced merger with Banner Corporation Pacific Financial Corporation has agreed to merge with Banner Corporation Financial Advisor
Published 04/30/2026 Central Financial Holdings, Inc. Debt Capital Markets Senior Notes $12.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Central Financial Holdings, Inc. on its senior notes offering Senior Notes Sole Placement Agent
Published 04/29/2026 BNCCORP, Inc. Mergers & Acquisitions Sell-Side $130.0 Million Financial Services, Depositories, Specialty Finance Â鶹´«Ã½ served as sell-side advisor for BNCCORP, Inc. on its announced sale to OppFi Inc. BNCCORP has agreed to acquired by OppFi Financial Advisor
Published 04/28/2026 Pershing Square Equity Capital Markets IPO $5.0 Billion Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as co-manager for Pershing Square USA, Ltd. on its IPO Initial Public Offering Co-Manager
Published 04/28/2026 Medallion Financial Corp. Financing Senior Notes $75.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Medallion Financial Corp. on its senior unsecured notes Senior Unsecured Notes Sole Placement Agent
Published 04/27/2026 Hodes Weill & Associates Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Hodes Weill & Associates has agreed to be acquired by Chatham Financial Financial Advisor
Published 04/21/2026 Nektar Therapeutics Equity Capital Markets Follow-On Offering Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Nektar Therapeutics on its follow-on offering Follow-On Offering Active Bookrunner
Published 04/21/2026 Peach State Bancshares Mergers & Acquisitions Sell-Side $101.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Peach State Bancshares, Inc. on its announced merger with United Community Banks, Inc. Peach State Bancshares has agreed to merge with United Community Banks Financial Advisor
Published 04/17/2026 Southern First Bancshares Equity Capital Markets CMFO $65.2 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Southern First Bancshares, Inc. on its CMFO Follow-On Offering Sole Bookrunner

Â鶹´«Ã½ 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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