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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 02/27/2025 Community Healthcare Trust Equity Capital Markets At the Market Offering $300.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as placement agent for Community Healthcare Trust on an ATM Offering ATM Sole Placement Agent
Published 02/27/2025 Altimmune Financing At the Market Offering $150.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as placement agent for Altimmune on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 02/27/2025 Petronash Mergers & Acquisitions Strategic Advisory Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as financial advisor for Petronash on its acquisition to Bawan Company Petronash has been acquired by Bawan Company Financial Advisor
Published 02/26/2025 Rithm Property Trust Equity Capital Markets Preferred Stock $50.0 Million Financial Services, Specialty Finance Â鶹´«Ã½ served as bookrunner for Rithm Property Trust on preferred stock offering
Preferred Stock Left Bookrunner
Published 02/25/2025 Centinel Spine Financing Senior Term Loan $70.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sole placement agent for Centinel Spine on its senior secured term loan and ABL revolver Sr. Secured Term Loan & ABL Revolver Sole Placement Agent
Published 02/25/2025 Quaint Oak Bancorp, Inc. Financing Subordinated Notes $9.8 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Quaint Oak Bancorp, Inc. on its senior notes offering Senior Notes Sole Placement Agent
Published 02/25/2025 Old Second Bancorp Inc. Mergers & Acquisitions Buy-Side $197.0 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Old Second Bancorp in agreed acquisition of Evergreen Bank Group Old Second Bancorp has agreed to acquire Evergreen Bank Group Financial Advisor
Published 02/25/2025 OrganOx Equity Private Placements Minority Capital Raise $142.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sole financial advisor for OrganOx on its growth investment from HealthQuest Capital Management, Sofina, Avidity Partners, Soleus Capital Management, and existing investors BGF and Lauxera Capital Partners. The transaction also featured secondary proceeds

 OrganOx has received a growth investment from HealthQuest Capital Management, Sofina, Avidity Partners, Soleus Capital Management, and existing investors BGF and Lauxera Capital Partners Financial Advisor
Published 02/24/2025 Ready Capital Financing Senior Notes $220.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Ready Capital on its senior notes offering Senior Secured Notes Sole Placement Agent
Published 02/24/2025 Atlas Energy Solutions Inc. Mergers & Acquisitions Buy-Side $220.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as buy-side advisor for Atlas Energy Solutions in acquisition of Moser Energy Services Atlas Energy Solutions has acquired Moser Energy Services Financial Advisor
Published 02/19/2025 Altimmune, Inc Equity Capital Markets At the Market Offering $150.0 Million Financial Services Â鶹´«Ã½ served as placement agent for Altimmune on an ATM Offering ATM Lead Placement Agent
Published 02/18/2025 Community Healthcare Trust Financing At the Market Offering $500.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as placement agent for Community Healthcare Trust on an ATM offering ATM Program Common Stock Sole Placement Agent
Published 02/15/2025 SailPoint Technologies Inc. Equity Capital Markets IPO Technology, Software Â鶹´«Ã½ served as bookrunner for SailPoint Technologies on its IPO Initial Public Offering Passive Bookrunner
Published 02/15/2025 OTG Management, Inc. Restructuring Out-of-Court Debt Restructuring Consumer, Restaurants Â鶹´«Ã½ served as advisor to the preferred equity holders in the company's recapitalization Out-of-Court Restructuring Financial Advisor
Published 02/13/2025 Northpointe Bancshares, Inc. Financing IPO Financial Services, Depositories Â鶹´«Ã½ served as co-manager for Northpointe Bancshares, Inc. on its IPO Initial Public Offering Co-Manager
Published 02/13/2025 The Charles Schwab Corporation Equity Capital Markets Advisory $1.5 Billion Financial Services, Depositories Â鶹´«Ã½ served as financial and capital markets advisor to The Charles Schwab Corporation on its common stock and related share repurchase Repurchase of Common Stock Financial Advisor
Published 02/12/2025 Aligos Therapeutics Equity Capital Markets PIPE $105.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as placement agent for Aligos Therapeutics, Inc. on its PIPE offering PIPE Joint Placement Agent
Published 02/12/2025 MedForce Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as exclusive sell-side advisor for MedForce on its sale to an undisclosed strategic acquirer MedForce has been acquired by an undisclosed strategic acquirer Financial Advisor
Published 02/11/2025 Spindrift Soda Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for Spindrift Soda in announced majority stake investment from Gryphon Investors Spindrift Soda has been acquired by Gryphon Investors Financial Advisor
Published 02/11/2025 BOLD Production Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for BOLD Production Services, a portfolio company of OFS Energy Fund, in acquisition to Apollo Global Management affiliates BOLD Production Services, a portfolio company of OFS Energy Fund, has been acquired by Apollo 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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