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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 12/19/2023 High Bar Brands, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Automotive Aftermarket Â鶹´«Ã½ served as sell-side advisor for High Bar Brands, LLC, a portfolio company of Heartwood Partners, on sale to affiliates of Sentinel Capital Partners
 High Bar Brands, LLC, a portfolio company of Heartwood Partners, has sold to affiliates of Sentinel Capital Partners Financial Advisor
Published 12/18/2023 Xyleme, Inc. Mergers & Acquisitions Sell-Side Technology, Software Â鶹´«Ã½ served as sell-side advisor for Xyleme, a portfolio company of Bow River Capital, on sale to Madcap, a portfolio company of Battery Xyleme, a portfolio company of Bow River Capital, has sold to Madcap, a portfolio company of Battery Financial Advisor
Published 12/15/2023 Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Powertronix, a portfolio company of Hanover Partners, Inc. and Greyrock Capital Group, LLC, has been acquired by Astrodyne TDI Corp., a portfolio company of Tinicum Incorporated Powertronix, a portfolio company of Hanover Partners, Inc. and Greyrock Capital Group, LLC, has sold to Astrodyne TDI Corp., a portfolio company of Tinicum Incorporated Financial Advisor
Published 12/15/2023 Associated Asphalt Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure Â鶹´«Ã½ served as sell-side advisor for Associated Asphalt, LLC, a portfolio company of ArcLight Capital Partners, on sale to Ergon Associated Asphalt, LLC, a portfolio company of ArcLight Capital Partners, has sold to Ergon Financial Advisor
Published 12/13/2023 MAV Beauty Brands Restructuring Out-of-Court Debt Restructuring Consumer, Beauty & Personal Care Â鶹´«Ã½ served as advisor to the company on its sale and recapitalization
 Sale of Assets Financial Advisor
Published 12/13/2023 Ocular Therapeutix, Inc. Financing Confidentially Marketed Follow-On Offering $115.1 Million Technology, Security Â鶹´«Ã½ served as bookrunner for Ocular Therapeutix, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 12/12/2023 Heartland Company (U.S. Facility Services) Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Â鶹´«Ã½ served as sell-side advisor for Heartland Company (U.S. Facility Services), a portfolio company of Sterling Investment Partners, on sale to Pritzker Private Capital Heartland Company (U.S. Facility Services), a portfolio company of Sterling Investment Partners, has sold to Pritzker Private Capital Financial Advisor
Published 12/12/2023 Cilajet Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for Cilajet, LLC on sale to VSS Group, a portfolio company of Kinderhook Industries Cilajet, LLC has sold to VSS Group, a portfolio company of Kinderhook Industries Financial Advisor
Published 12/12/2023 Road Safety Services, Inc Mergers & Acquisitions Sell-Side Services & Industrials, Facility Services Â鶹´«Ã½ served as sell-side advisor for Road Safety Services, a portfolio company of Parallel49 Equity, on sale to Harvest Partners Road Safety Services, a portfolio company of Parallel49 Equity, has sold to Harvest Partners Financial Advisor
Published 12/08/2023 Correll Group Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as sell-side advisor for Correll Group on announced sale to SPIE Correll Group has agreed to be acquired by SPIE Financial Advisor
Published 12/07/2023 Paragon Medical, Inc Mergers & Acquisitions Sell-Side $1.9 Billion Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Paragon Medical, Inc. on sale to AMETEK, Inc. Paragon Medical, Inc. has sold to AMETEK, Inc. Financial Advisor
Published 12/07/2023 Gorham Savings Bank Mergers & Acquisitions Merger Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Gorham Savings Bank on its announced merger of equals with Maine Community Bank
 Gorham Savings Bank has agreed to a merger of equals with Maine Community Bank
 Financial Advisor
Published 12/06/2023 Merit Medical Systems, Inc. Financing Convertible Offering $747.5 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Merit Medical Systems, Inc. on a senior convertible note offering Convertible Offering Active Bookrunner
Published 12/04/2023 Alder Technology Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisors for Alder Technology on its sale to Acclaim Technical Services, a portfolio company of Blue Delta Capital Partners Alder Technology has been acquired by Acclaim Technical Services, a portfolio company of Blue Delta Capital Partners Financial Advisor
Published 12/01/2023 Project Denali Private Capital Advisory Secondary Capital $50.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as secondary advisor on the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 11/30/2023 Envision Healthcare Restructuring Chapter 11 Reorganization Healthcare, Healthcare Services Â鶹´«Ã½ served as investment banker to the Committee, and on its behalf, evaluated strategic alternatives for the AmSurg division, prepared expert testimony on valuation in the event of a contested confirmation hearing, and assisted in the negotiations of plan of reorganization terms for unsecured creditors Chapter 11 Reorganization Financial Advisor
Published 11/30/2023 Heritage Power Restructuring Chapter 11 Reorganization Energy, Power & Infrastructure, Energy & Power Infrastructure Â鶹´«Ã½ served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published 11/30/2023 Super Micro Computer, Inc. Financing Confidentially Marketed Follow-On Offering $632.9 Million Technology, Hardware Â鶹´«Ã½ served as bookrunner for Super Micro Computer, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Passive Bookrunner
Published 11/30/2023 ACE Winches Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for ACE Winches on sale to Ashtead Technology Holdings ACE Winches has sold to Ashtead Technology Holdings Financial Advisor
Published 11/30/2023 Laminar, Inc. Mergers & Acquisitions Sell-Side $400.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Laminar, Inc. on sale to a Johnson & Johnson MedTech Laminar, Inc. has sold to Johnson & Johnson MedTech 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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