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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 06/30/2025 Lawrence Bancshares, Inc. Financing Subordinated Notes $47.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Lawrence Bancshares, Inc. on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 06/25/2025 The Akkermansia Company Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for The Akkermansia Company on its sale to Danone The Akkermansia Company has been acquired by Danone Financial Advisor
Published 06/25/2025 Bridgewater Bancshares, Inc. Financing Subordinated Notes $80.0 Million Financial Services, Depositories Â鶹´«Ã½ served as lead placement agent for Bridgewater Bancshares, Inc. on its subordinated notes offering = Subordinated Notes Lead Placement Agent
Published 06/24/2025 First Bank Financing Subordinated Notes $35.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for First bank on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 06/24/2025 Avista Healthcare Partners Private Capital Advisory Secondary Capital Healthcare, Med-Tech Advised on the formation of a single asset continuation vehicle for a healthcare precision contract manufacturing portfolio company Single Asset Continuation Vehicle Secondary Advisor
Published 06/17/2025 Slide Insurance Equity Capital Markets IPO $469.2 Million Financial Services, Insurance Â鶹´«Ã½ served as co-manager for Slide Insurance on its IPO Initial Public Offering Co-Manager
Published 06/16/2025 FineMark Holdings, Inc. Mergers & Acquisitions Sell-Side $585.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for FineMark Holdings, Inc. on its announced merger with Commerce Bancshares, Inc. FineMark Holdings, Inc. has agreed to merge with Commerce Bancshares, Inc. Financial Advisor
Published 06/16/2025 Spinnaker Insurance Co Financing Subordinated Notes $50.0 Million Financial Services, Insurance Â鶹´«Ã½ served as sole placement agent for Spinnaker Insurance surplus notes offering Surplus Notes Sole Placement Agent
Published 06/16/2025 Mammoth Energy Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Mammoth Energy Services in the sale of its high-pressure hydraulic fracturing pumping assets to Flying A Pumping Services Mammoth Energy Services has sold its hydraulic fracturing pumping assets to Flying A Pumping Services Financial Advisor
Published 06/16/2025 Redwood Services Mergers & Acquisitions Sell-Side Services & Industrials, Residential Services Â鶹´«Ã½ served as financial advisor for Redwood Services, a portfolio company of Union Main, on its recapitalization by Altas Partners Redwood Services, a portfolio company of Union Main, has been recapitalized by Altas Partners Financial Advisor
Published 06/13/2025 Convergent Dental Financing Senior Term Loan $45.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sole placement agent for Convergent Dental on its senior secured term loan Sr. Secured Term Loan Sole Placement Agent
Published 06/13/2025 South State Corporation Financing Subordinated Notes $350.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for South State Corporation on its subordinated notes offering Subordinated Notes Offering Active Bookrunner
Published 06/11/2025 Chime Financial, Inc. Equity Capital Markets IPO $993.6 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Chime Financial, Inc. on its IPO Initial Public Offering Passive Bookrunner
Published 06/11/2025 Morgan Stanley Capital Partners Mergers & Acquisitions Buy-Side Services & Industrials, Residential Services Â鶹´«Ã½ served as buy-side advisor for Morgan Stanley Capital Partners on its acquisition of Thermogenics, a portfolio company of Audax Private Equity Morgan Stanley Capital Partners has acquired Thermogenics, a portfolio company of Audax Private Equity Financial Advisor
Published 06/11/2025 South Street Securities Financing Senior Notes $29.5 Million Financial Services, FinTech Â鶹´«Ã½ served as sole placement agent for South Street Securities on senior unsecured notes Senior Unsecured Notes Sole Placement Agent
Published 06/10/2025 First National of Nebraska, Inc. Financing Subordinated Notes $300.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for First National of Nebraska on its subordinated notes offering Subordinated Notes Active Bookrunner
Published 06/10/2025 D-Wave Systems Equity Capital Markets At the Market Offering $400.0 Million Technology, Software Â鶹´«Ã½ served as placement agent for Co-Diagnostics on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 06/05/2025 Provident Bancorp, Inc Mergers & Acquisitions Sell-Side $212.0 Million Financial Services, Depositories Â鶹´«Ã½ has advised Provident Bancorp, Inc. on its announced merger with NB Bancorp, Inc. Provident Bancorp, Inc. has agreed to merge with NB Bancorp, Inc. Financial Advisor
Published 06/04/2025 Nextfed Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Nextfed on its sale to Aprio, a portfolio company of Charlesbank Nextfed has been acquired by Aprio, a portfolio company of Charlesbank Financial Advisor
Published 06/03/2025 TeraWulf Mergers & Acquisitions Fairness Opinion $52.0 Million Financial Services, FinTech Â鶹´«Ã½ provided a fairness opinion to the Independent Committee of TeraWulf on this transaction TeraWulf has acquired 100% of the membership interests of BeoWulf Electricity and Data 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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