Âé¶¹´«Ã½

Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 07/18/2024 Angel Oak Mortgage REIT, Inc. Debt Capital Markets Senior Notes $50.0 Million Financial Services, Specialty Finance Âé¶¹´«Ã½ served as bookrunner for Angel Oak Mortgage REIT, Inc. on its senior notes offering Senior Notes Offering Active Bookrunner
Published 07/17/2024 Anaergia Restructuring Special Situations Financing Energy, Power & Infrastructure, Renewables & Clean Energy Âé¶¹´«Ã½ served as advisor to the company on capital structure alternatives Capital Structure Advisory Financial Advisor
Published 07/17/2024 The Woodlands Financial Group Equity Capital Markets IPO $187.0 Million Financial Services, Insurance Âé¶¹´«Ã½ served as bookrunner for The Woodlands Financial Group on its IPO Initial Public Offering Active Bookrunner
Published 07/15/2024 Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Âé¶¹´«Ã½ served as sell-side advisor to Nations Roof, a portfolio company of Acacia Partners in the acquisition to AEA Investors
Nations Roof, a portfolio company of Acacia Partners, has been acquired be AEA Financial Advisor
Published 07/09/2024 Rich Sauces Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Âé¶¹´«Ã½ served as sell-side advisor for Rich Sauces in acquisition to Solina Group Rich Sauces has been acquired by Solina Financial Advisor
Published 07/08/2024 National Bankshares, Inc. Mergers & Acquisitions Buy-Side $17.1 Million Financial Services, Depositories Âé¶¹´«Ã½ served as buy-side advisor for National Bankshares, Inc. on the acquisition of Frontier Community Bank National Bankshares, Inc has acquired Frontier Community Bank Financial Advisor
Published 07/03/2024 Renasant Corp. Mergers & Acquisitions Division Carve Out Financial Services, Insurance Âé¶¹´«Ã½ served as sell side-advisor to Renasant Corporation in their sale of Renasant Insurance to Sunstar Insurance Group Renasant Corporation has sold Renasant Insurance to Sunstar Insurance Group Financial Advisor
Published 07/01/2024 Silver Hill Energy Partners Private Capital Advisory Private Funds $1.1 Billion Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as the sole placement agent and advisor for Silver Hill Energy Partners on the raise of hard cap for an oversubscribed O&G operator Fund IV Fund IV Sole Placement Agent
Published 07/01/2024 Graham Partners Private Capital Advisory Private Funds $1.8 Billion Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as sole placement agent and advisor for Graham Partners on the raise of hard cap for an oversubscribed advanced manufacturing Fund VI Fund VI
Sole Placement Agent
Published 07/01/2024 Agellus Capital Private Capital Advisory Private Funds $400.0 Million Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as sole placement agent and advisor to Agellus Capital on the final close for an oversubscribed Fund I focused on control transactions of non-discretionary, essential services businesses Fund I Sole Placement Agent
Published 07/01/2024 Rhein Invest Private Capital Advisory Private Funds €73.0 Million Financial Services, Asset & Wealth Management Assisted with the capital raise for Fund II, doubling the size of predecessor fund and closing first institutional capital for a succession specialist focused on Dutch and German SMEs
Fund III Sole Placement Agent
Published 06/28/2024 Mergers & Acquisitions Buy-Side Services & Industrials, Industrial Services Âé¶¹´«Ã½ & Co. served as exclusive financial advisor to Harvey Performance Company, a portfolio company of Berkshire companies has acquired Rub Edibrac Ireland Limited Harvey Performance Company, a portfolio company of Berkshire Companies, acquired Rub Edibrac Ireland Limited (ATA Group) Financial Advisor
Published 06/28/2024 Project Shire Private Capital Advisory Secondary Capital $90.0 Million Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as secondary advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 06/28/2024 RG Dispersants Mergers & Acquisitions Sell-Side Chemicals Âé¶¹´«Ã½ served as sell-side advisor for CPS Performance Materials a portfolio company of Arsenals Capital Partners in their sale of RG Dispersants to Arclin a portfolio company of The Jordan Company CPS Performance, a portfolio company of Arsenal Capital Partners, has sold RG Dispersants to Arclin, a portfolio company of The Jordan Company Financial Advisor
Published 06/27/2024 Anitox Corp. Mergers & Acquisitions Sell-Side Consumer, Agriculture & Biorenewables Âé¶¹´«Ã½ served as financial advisor for Anitox Crop, a portfolio company of The Riverside company, in the sale to Iluma Alliance Anitox Corp, a portfolio company of The Riverside Company, has been acquired by Iluma Alliance Financial Advisor
Published 06/27/2024 LandBridge Company Equity Capital Markets IPO $247.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure Âé¶¹´«Ã½ served as bookrunner for LandBridge on its IPO Initial Public Offering Passive Bookrunner
Published 06/26/2024 Tamboran Resources Equity Capital Markets IPO $75.0 Million Energy, Power & Infrastructure, Upstream Âé¶¹´«Ã½ served as co-manager for Tamboran Resources Corp. on its initial public offering in the U.S. Initial Public Offering Co-Manager
Published 06/25/2024 Active Minerals International Mergers & Acquisitions Sell-Side Chemicals Âé¶¹´«Ã½ served as sell-side advisor for Active Minerals International, a portfolio company of Golden Gate Capital, on sale to Huber Engineered Materials, a subsidiary of J.M. Huber Corporation Active Minerals International, a portfolio company of Golden Gate Capital, has been sold to Huber Engineered Materials, a subsidiary J.M. Huber Corporation Financial Advisor
Published 06/21/2024 WeWork Restructuring Chapter 11 Reorganization Services & Industrials, Business Services Âé¶¹´«Ã½ served as advisor to a 1L creditor in the company’s $3B chapter 11 Chapter 11 Reorganization Financial Advisor
Published 06/20/2024 Abacus Life, Inc. Equity Capital Markets Follow-On Offering $92.0 Million Financial Services, Specialty Finance Âé¶¹´«Ã½ served as bookrunner for Abacus Life, Inc. on its June 2024 follow-on offering Follow-On Offering Left Bookrunner

Âé¶¹´«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.