Âé¶¹´«Ã½

Investment Banking Transactions

loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/17/2025 Shore Bancshares Debt Capital Markets Subordinated Notes $60.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as lead placement agent for Shore Bancshares, Inc. on its subordinated notes offering Subordinated Notes Lead Placement Agent
Published 11/17/2025 Dickinson Financial Corporation Debt Capital Markets Subordinated Notes $65.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as sole placement agent for Dickinson Financial Corporation on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 11/17/2025 Redwood Trust Debt Capital Markets Senior Notes $100.0 Million Financial Services, Specialty Finance Âé¶¹´«Ã½ served as bookrunner for Redwood Trust on its senior notes offering Senior Notes Joint Bookrunner
Published 11/13/2025 Fennec Pharmaceuticals Equity Capital Markets CMFO $40.2 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as bookrunner for Fennec Pharmaceuticals on its CMFO Confidentially Marketed Follow-On Offering Lead Bookrunner
Published 11/12/2025 MultiPlan, Inc. Equity Capital Markets CMFO Healthcare Âé¶¹´«Ã½ served as bookrunner for MultiPlan, Inc. on its CMFO Confidentially Marketed Follow-On Offering Passive Bookrunner
Published 11/12/2025 Creative Media & Community Trust Mergers & Acquisitions Sell-Side $44.0 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as financial advisor for Creative Media & Community Trust on the announced sale of its lending division to an affiliate of Peachtree Group Creative Media & Community Trust has agreed to sell its lending division to an affiliate of Peachtree Group Financial Advisor
Published 11/12/2025 Nektar Therapeutics Financing At the Market Offering $110.0 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as lead sales agent for Nektar Therapeutics on an ATM offering ATM Program Common Stock Lead Sales Agent
Published 11/12/2025 Univest Financial Corporation Debt Capital Markets Subordinated Notes $50.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as sole placement agent for Univest Financial Corporation on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 11/12/2025 Inventiva Pharma Equity Capital Markets CMFO $172.5 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as bookrunner for Inventiva Pharma on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 11/11/2025 Inovio Pharmaceuticals Equity Capital Markets CMFO $28.8 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as manager for Inovio Pharmaceuticals on its CMFO Confidentially Marketed Follow-On Offering Sole Manager
Published 11/10/2025 BFG Supply Co., LLC Restructuring Special Situations Financing $300.0 Million Consumer Âé¶¹´«Ã½ served as advisor to the company on its $300M recapitalization and new money transaction Recapitalization Financial Advisor
Published 11/10/2025 Ranger Energy Services Mergers & Acquisitions Buy-Side $90.5 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as buy-side advisor for Ranger Energy Services on its acquisition of American Well Services, a portfolio company of Argonaut Private Equity Ranger Energy Services has acquired American Well Services, a portfolio company of Argonaut Private Equity Financial Advisor
Published 11/07/2025 Obsidian Insurance Holdings Debt Capital Markets Senior Notes $40.0 Million Financial Services, Insurance Âé¶¹´«Ã½ served as sole placement agent for Obsidian Insurance Holdings on its senior unsecured notes offering Senior Unsecured Notes Sole Placement Agent
Published 11/07/2025 Online Education Provider Equity Private Placements Senior Term Loan Consumer Âé¶¹´«Ã½ served as sole placement agent for an Online Education Provider on its structured capital investment Online Education Provider received a structured capital investment Sole Placement Agent
Published 11/06/2025 Total Sand Solutions Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as buy-side advisor for Total Sand Solutions on its acquisition of Sand Revolution Total Sand Solutions has acquired Sand Revolution Financial Advisor
Published 11/05/2025 BillionToOne Equity Capital Markets IPO $314.0 Million Healthcare, Life Sciences Tools & Diagnostics Âé¶¹´«Ã½ served as bookrunner for BillionToOne on its IPO Initial Public Offering Active Bookrunner
Published 11/05/2025 ActivTrak Equity Private Placements Recap Minority Technology, Software Âé¶¹´«Ã½ served as sole placement agent for ActivTrak on its structured capital investment from Francisco Partners Investors ActivTrak received a structured capital investment from Francisco Partners Investors Sole Placement Agent
Published 11/04/2025 Hawk Line Construction Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as sell-side advisor for Hawk Line Construction on its growth investment from Lime Rock New Energy Hawk Line Construction has received a growth investment from Lime Rock New Energy Financial Advisor
Published 11/04/2025 Amber Infrastructure Limited Mergers & Acquisitions Buy-Side €2.4 Billion Energy, Power & Infrastructure, Energy & Power Infrastructure Âé¶¹´«Ã½ served as financial advisor for La Caisse and Amber Infrastructure Group on their investment in Sizewell C La Caisee and Amber Infrastructure Group have invested in Sizewell C Financial Advisor
Published 11/03/2025 Nivel Parts & Manufacturing Mergers & Acquisitions Buy-Side Services & Industrials, Automotive Aftermarket Âé¶¹´«Ã½ served as financial advisor for Nivel Parts & Manufacturing, a portfolio company Morgan Stanley Private Equity, on its acquisition of Bolt Energy Nivel Parts & Manufacturing, a portfolio company Morgan Stanley Private Equity, has acquired Bolt Energy Financial Advisor

Âé¶¹´«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.