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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 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 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 01/05/2024 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 01/04/2024 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 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
Published 12/29/2023 Public Trust Advisors, LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Public Trust Advisors has entered into a strategic partnership with Flexpoint Ford Financial Advisor
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 12/28/2023 Dexis Consulting Group Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Dexis Consulting Group on its investment from CM Equity Partners Dexis Consulting Group has received a strategic investment from CM Equity Partners Financial Advisor
Published 12/28/2023 The Needham Bank Financing IPO $410.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole marketing agent for The Needham Bank on its initial public offering Initial Public Offering Sole Marketing Agent
Published 12/27/2023 ProFrac Holding Corp. Financing Senior Secured Debt $885.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sole placement agent for ProFrac Holding Corp. on a debt financing
 Senior Secured Notes
Senior Secured Term Loan 		Sole Placement Agent
Published 12/26/2023 Evergreen - UNI Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for WT Holdings on divestiture of Evergreen flexible Bonding Solutions to Accretive, a division of Assured Partners WT Holdings has sold Evergreen flexible Bonding Solutions to Accretive, a division of Assured Partners Financial Advisor
Published 12/22/2023 OrthAlign, Inc. Financing Senior Term Loan $50.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sole debt placement agent for OrthAlign, Inc. on a debt capital raise Senior Secured Term Loan Sole Placement Agent
Published 12/21/2023 Elevate Security, Inc. Mergers & Acquisitions Sell-Side Technology, Security Â鶹´«Ã½ served as sell-side advisor for Elevate Security, Inc. on sale to Mimecast, a portfolio company of Permira, L.P.
 Elevate Security, Inc. has sold to Mimecast, a portfolio company of Permira, L.P.
 Financial Advisor
Published 12/21/2023 Integrity Implants Inc. (Accelus) Financing Senior Term Loan Healthcare, Med-Tech Â鶹´«Ã½ served as sole debt placement agent for Integrity Implants Inc. on a debt capital raise Senior Term Loan Sole Placement Agent
Published 12/21/2023 PharmaForce Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as exclusive sell-side advisor for Pharma Force Group, LLC on its sale to Aquiline Capital Partners Pharma Force Group, LLC has been acquired by Aquiline Capital Partners 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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