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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 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 02/24/2025 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 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 02/12/2025 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 02/11/2025 cBEYONData Mergers & Acquisitions Sell-Side 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 02/11/2025 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
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 02/03/2025 Tectonic Therapeutics Equity Capital Markets PIPE $185.0 Million 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 Sitemetric Financing Minority Capital Raise 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 Mayfair Equity Partners Private Capital Advisory Private Funds £501.0 Million 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 01/31/2025 Subsea Micropiles Mergers & Acquisitions Minority Investment €11.0 Million 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 Plains All American Pipeline Mergers & Acquisitions Buy-Side $475.0 Million 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 Amy's Kitchen, Inc. Financing Senior Term Loan 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

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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