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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 02/01/2024 Hometown Financial Group Inc. Mergers & Acquisitions Merger Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Hometown Financial Group on announced merger with North Shore Bancorp Hometown Financial Group has agreed to merge with North Shore Bancorp
 Financial Advisor
Published 01/30/2024 Extract Production Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Extract Production, a portfolio company of White Deer and Riata Capital Group, on sale to NOV Extract Production, a portfolio company of White Deer and Riata Capital Group, has sold to NOV Financial Advisor
Published 01/29/2024 Mr. Cooper Group Inc. Financing Senior Notes $1.0 Billion Financial Services, Specialty Finance Â鶹´«Ã½ served as a joint bookrunner for Mr. Cooper Group Inc. on a debt capital raise Senior Notes Active Bookrunner
Published 01/25/2024 Tourmaline Bio Financing CMFO $172.4 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Tourmaline Bio, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/25/2024 Chapstick Mergers & Acquisitions Division Carve Out $510.0 Million Consumer, Beauty & Personal Care Â鶹´«Ã½ served as sell-side advisor for Haleon on divestiture of ChapStick to Suave Brands Company, a portfolio company of Yellow Wood Partners Chapstick, a portfolio company of Haleon, has been acquired by Suave Brands, a portfolio company of Yellow Wood Partners Financial Advisor
Published 01/24/2024 Nauticus Restructuring Special Situations Financing Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as advisor to the Special Committee of the Board for Nauticus Robotics on a private placement of a senior secured term loan and pari passu convertible senior secured term loan Private Placement of Senior Secured Term Loan
Pari Passu Convertible Senior Secured Term Loan 		Financial Advisor
Published 01/23/2024 AG Mortgage Investment Trust Financing Senior Notes $34.5 Million Financial Services, Real Estate Â鶹´«Ã½ served as bookrunner for AG Mortgage Investment Trust on its senior unsecured notes offering Senior Unsecured Notes Active Bookrunner
Published 01/11/2024 Praxis Precision Medicines Financing Confidentially Marketed Follow-On Offering $172.4 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Praxis Precision Medicines, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/09/2024 Crosta & Mollica Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for Crosta & Mollica on sale to Perwyn Advisors Crosta Mollica has been acquired by Perwyn Advisors Financial Advisor
Published 01/08/2024 Federal Realty Investment Trust Financing Senior Notes $425.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as Co-Manager for Federal Realty Investment Trust on its exchangeable notes offering Exchangeable Senior Notes Co-Manager
Published 01/08/2024 MFA Financial Financing Senior Notes $150.0 Million Financial Services, Real Estate, Specialty Finance Â鶹´«Ã½ served as bookrunner for MFA Financial on its senior unsecured notes offering Senior Unsecured Notes Active Bookrunner
Published 01/05/2024 Newmark Group Financing Senior Notes $600.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as co-manager for Newmark Group on its senior unsecured notes offering Senior Unsecured Notes Co-Manager
Published 01/05/2024 Catalyst Pharmaceuticals, Inc. Financing Confidentially Marketed Follow-On Offering $150.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Catalyst Pharmaceuticals, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/04/2024 BearCom Group, Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Â鶹´«Ã½ served as sell-side advisor for BearCom Group, Inc., a portfolio company of Bertram Capital, on sale to Siris Capital BearCom Group, Inc., a portfolio company of Bertram Capital, has sold to Siris Capital Financial Advisor
Published 01/03/2024 Keros Therapeutics Financing Confidentially Marketed Follow-On Offering $161.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Keros Therapeutics, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/02/2024 G&A Partners Mergers & Acquisitions Sell-Side Services & Industrials, Business Services, Technology Â鶹´«Ã½ served as sell-side advisor for G&A Partners on its sale to TPG Capital G&A Partners has been acquired by TPG Capital Financial Advisor
Published 01/01/2024 Trinity Hunt Partners Private Capital Advisory Private Funds $700.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent for Trinity Hunt Partners on the Fund VII close at hard cap Fund VII
Sole Placement Agent
Published 01/01/2024 Princeton Equity Group Private Capital Advisory Private Funds Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent to Princeton Equity Group on the raise of promoted equity to support Princeton's acquisition of Pirtek Promoted Equity
 Sole Placement Agent
Published 12/29/2023 TransGo, LLC Mergers & Acquisitions Division Carve Out Services & Industrials, Automotive Aftermarket Â鶹´«Ã½ served as sell-side advisor for Race Winning Brands, a portfolio company of MiddleGround Capital, on divestiture of TransGo, LLC to CenterGate Capital Race Winning Brands, a portfolio company of MiddleGround Capital, has divested TransGo, LLC to CenterGate Capital Financial Advisor
Published 12/29/2023 McIntyre Partners Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as buy-side advisor for McIntyre Partners and Velocity on acquisition of MoreId, a portfolio consisting of MoreId Apply, Global Maritime and MoreId Ross Offshore McIntyre Partners and Velocity have acquired MoreId, a portfolio consisting of MoreId Apply, Global Maritime and MoreId Ross Offshore 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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