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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/29/2025 Raken Mergers & Acquisitions Sell-Side Technology, Software Â鶹´«Ã½ served as sell-side advisor for Raken on its strategic investment from Sverica Raken has received a growth investment from Sverica Financial Advisor
Published 08/29/2025 MeQuilibrium Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare, Technology, Software Â鶹´«Ã½ served as exclusive financial advisor to MeQuilibrium in connection with its merger with RippleWorx, a portfolio company of Bow River Capital MeQuilibrium has merged with Rippleworx, a portfolio company of Bow River Capital Financial Advisor
Published 08/28/2025 Conformal Medical, Inc. Equity Private Placements Minority Investment $32.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sole placement agent for Conformal Medical, Inc on its series D preferred stock extension Series D Preferred Stock Extension Sole Placement Agent
Published 08/26/2025 Meridian Adhesives Group Mergers & Acquisitions Division Carve Out Chemicals Â鶹´«Ã½ served as financial advisor for Meridian Adhesives Group on the sale of its flooring adhesives business to Avery Dennison Avery Dennison has acquired the flooring business of Meridian Adhesives Group from American Securities and Arsenal Capital Partners Financial Advisor
Published 08/21/2025 Minnwest Corporation Financing Subordinated Notes $50.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Minnwest Corporation on its subordinated note offering Subordinated Notes Sole Placement Agent
Published 08/20/2025 M1 Bancshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for M1 Bancshares, Inc. on its agreed merge with Reliable Community Bancshares, Inc. M1 Bancshares, Inc. has agreed to merge with Reliable Community Bancshares, Inc. Financial Advisor
Published 08/20/2025 Dogwood State Bank Mergers & Acquisitions Sell-Side $476.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Dogwood State Bank on its agreed merge with TowneBank Dogwood State Bank has agreed to merge with TowneBank Financial Advisor
Published 08/19/2025 Optoro Mergers & Acquisitions Sell-Side Technology, Software Â鶹´«Ã½ served as sell-side advisor for Optoro on its sale to Blue Yonder Optoro has been acquired by Blue Yonder Financial Advisor
Published 08/19/2025 Bright Minds Biosciences Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as lead sales agent for Bright Minds Biosciences on an ATM offering ATM Program Common Stock Lead Sales Agent
Published 08/15/2025 Miami International Holdings, Inc. Equity Capital Markets IPO $396.7 Million Financial Services, FinTech Â鶹´«Ã½ served as bookrunner for Miami International Holdings, Inc. on its IPO Initial Public Offering Active Bookrunner
Published 08/15/2025 USCB Financial Holdings Financing Subordinated Notes $40.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for USCB Financial Holdings on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 08/15/2025 Parkside Financial Bank & Trust Financing Subordinated Notes $18.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Parkside Financial Bank & Trust on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 08/14/2025 The Bancorp Financing Senior Notes $200.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for The Bancorp, Inc. on its senior notes offering Senior Notes Joint Bookrunner
Published 08/14/2025 Compass Therapeutics Equity Capital Markets CMFO $120.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as active bookrunner for Compass Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 08/14/2025 ProFrac Holding Corp. Equity Capital Markets CMFO $75.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as bookrunner for ProFrac Holding Corp. on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 08/14/2025 Commercial Credit Group Inc. Equity Capital Markets Senior Notes $75.0 Million Financial Services, Specialty Finance Â鶹´«Ã½ served as sole placement agent for Commercial Credit, Inc. on its senior unsecured notes offering Senior Unsecured Notes Sole Placement Agent
Published 08/12/2025 Immuneering Corp Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as sole sales agent for Immuneering Corp on an ATM Offering ATM Program Common Stock Sole Sales Agent
Published 08/12/2025 HeartFlow Equity Capital Markets IPO $316.6 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for HeartFlow on its IPO Initial Public Offering Active Bookrunner
Published 08/12/2025 Zevia Equity Capital Markets At the Market Offering $20.0 Million Consumer, Food & Beverage Â鶹´«Ã½ served as sole sales agent for Zevia on an ATM offering ATM Program Common Stock Sole Sales Agent
Published 08/11/2025 Zeo Energy Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as buy-side advisor for Zeo Energy on its acquisition of Heliogen Zeo Energy has acquired Heligoen Financial Advisor

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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