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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 02/11/2025 | cBEYONData | Mergers & Acquisitions | Sell-Side |
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Technology, Defense & Government | Â鶹´«Ã½ served as sell-side advisor for cBEYONData, a portfolio company of Bluestone Investment Partners, on its sale to SMX, a portfolio company of Oceansound Partners | cBEYONData, a portfolio company of Bluestone Investment Partners, has been acquired by SMX, a portfolio company of Oceansound Partners | Financial Advisor | |
| Published | 02/03/2025 | Tectonic Therapeutics | Equity Capital Markets | PIPE | $185.0 Million | Image
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Healthcare, Biopharma | Â鶹´«Ã½ served as placement agent for Tectonic Therapeutic, Inc. on its PIPE offering | PIPE | Joint Placement Agent |
| Published | 01/31/2025 | Subsea Micropiles | Mergers & Acquisitions | Minority Investment | €11.0 Million | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | Â鶹´«Ã½ served as exclusive financial advisor for Subsea Micropiles on its minority investment from The Scottish National Investment Bank and Marubeni-Itochu Steel | Subsea Micropiles has received investment from The Scottish National Investment Bank and Marubeni-Itochu Steel | Financial Advisor |
| Published | 01/31/2025 | Amy's Kitchen, Inc. | Financing | Senior Term Loan | Image
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Consumer, Food & Beverage | Â鶹´«Ã½ served as financial advisor and sole arranger to Amy's Kitchen in respect to the new debt financing | Senior Secured Term Loan and Delayed Draw Term Loan | Sole Placement Agent | |
| Published | 01/31/2025 | Plains All American Pipeline | Mergers & Acquisitions | Buy-Side | $475.0 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure | Â鶹´«Ã½ served as buy-side advisor for Plains All American Pipeline on its acquisition of Ironwood Midstream Energy Partners | Plains All American Pipeline has acquired Ironwood Midstream Energy Partners | Financial Advisor |
| Published | 01/31/2025 | Sitemetric | Financing | Minority Capital Raise | Image
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Technology, Hardware, Software | Â鶹´«Ã½ served as sole placement agent for Sitemetric on its growth investment from Gemspring Capital | Sitemetric has received a growth investment from Gemspring Capital | Sole Placement Agent | |
| Published | 01/31/2025 | CareMax, Inc. | Restructuring | Chapter 11 Reorganization | Image
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Healthcare, Healthcare Services | Â鶹´«Ã½ served as advisor to the company in connection with its chapter 11 | Chapter 11 Reorganization | Financial Advisor | |
| Published | 01/31/2025 | Mayfair Equity Partners | Private Capital Advisory | Private Funds | €501.0 Million | Image
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Financial Services, Asset & Wealth Management | Successful Fund III raise for a firm focused on investing across digital ecosystems in the UK mid-market |
Fund III | Sole Placement Agent |
| Published | 01/30/2025 | Apex Energy | Mergers & Acquisitions | Sell-Side | $505.0 Million | Image
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Energy, Power & Infrastructure, Upstream | Â鶹´«Ã½ served as exclusive financial advisor to Apex Energy on the sale of its Appalachian Basin natural gas upstream and associated midstream business in Pennsylvania to CNX Resources | Apex Energy has sold its Appalachian Basin upstream and midstream business in Pennsylvania to CNX Resources | Financial Advisor |
| Published | 01/30/2025 | Atlas Energy Solutions Inc. | Equity Capital Markets | CMFO | $264.5 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | Â鶹´«Ã½ served as bookrunner for Atlas Energy on its CMFO |
Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 01/30/2025 | Viper Energy Partners | Equity Capital Markets | CMFO | $1.3 Billion | Image
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Energy, Power & Infrastructure, Upstream | Â鶹´«Ã½ served as co-manager for Viper Energy on its CMFO | Confidentially Marketed Follow-On Offering |
Co-Manager |
| Published | 01/29/2025 | Beta Bionics, Inc. | Equity Capital Markets | IPO | $221.0 Million | Image
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Healthcare, Med-Tech | Â鶹´«Ã½ served as bookrunner for Beta Bionics, Inc. on its IPO and concurrent private placement |
Initial Public Offering | Active Bookrunner |
| Published | 01/29/2025 | Stryker | Financing | Senior Term Loan | Image
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Healthcare, Med-Tech | Â鶹´«Ã½ served as sole debt placement agent on the senior secured term loan and revolver associated with Viscogliosi Brothers’ acquisition of the Core Spine implant business of Stryker. The transaction will establish a standalone business named VB Spine, LLC | Sr. Secured Term Loan & Revolver | Sole Placement Agent | |
| Published | 01/28/2025 | HomeTrust Bancshares, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Depositories | Â鶹´«Ã½ served as sell-side advisor for HomeTrust Bancshares in agreed sale of its two branches in Knoxville to Apex Bank |
HomeTrust Bancshares has agreed to sell two branches in Knoxville, TN to Apex Bank | Financial Advisor | |
| Published | 01/23/2025 | Alpha Omega | Mergers & Acquisitions | Buy-Side | Image
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Technology, Defense & Government | Â鶹´«Ã½ served as buy-side advisor for Alpha Omega on its acquisition of MacroSolutions | Alpha Omega has acquired MacroSolutions | Financial Advisor | |
| Published | 01/23/2025 | Alpha Omega | Mergers & Acquisitions | Buy-Side | Image
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Technology, Defense & Government | Â鶹´«Ã½ served as buy-side advisor for Alpha Omega on its acquisition of SeKON | Alpha Omega has acquired SeKON | Financial Advisor | |
| Published | 01/15/2025 | Flowco | Equity Capital Markets | IPO | $491.3 Million | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | Â鶹´«Ã½ served as bookrunner for Flowco Inc. on its IPO |
Initial Public Offering | Active Bookrunner |
| Published | 01/15/2025 | Redwood Trust | Financing | Senior Notes | $90.0 Million | Image
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Financial Services, Specialty Finance | Â鶹´«Ã½ served as bookrunner for Redwood Trust, Inc. on its senior notes offering |
Senior Notes | Passive Bookrunner |
| Published | 01/14/2025 | New York Mortgage Trust Inc. | Financing | Senior Notes | $82.5 Million | Image
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Financial Services, Real Estate, Specialty Finance | Â鶹´«Ã½ served as bookrunner for New York Mortgage Trust on its senior notes offering |
Senior Notes | Passive Bookrunner |
| Published | 01/13/2025 | Precision Coating Company, Inc. | Financing | Sell-Side | $152.0 Million | Image
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Healthcare, Med-Tech | Â鶹´«Ã½ served as financial advisor for Precision Coating in the sale of majority assets to Integer Holdings Corporation |
Precision Coating Company has been acquired by Integer | Financial Advisor |