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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 11/30/2023 | ACE Winches | Mergers & Acquisitions | Sell-Side |
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | 麻豆传媒 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 | 11/22/2023 | Premier Hytemp Limited | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | 麻豆传媒 served as sell-side advisor for Premier Hytemp Limited on sale to Souter Investments | Premier Hytemp Limited has sold to Souter Investments | Financial Advisor | |
| Published | 11/21/2023 | Curi Holdings, Inc. | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Asset & Wealth Management | On November 21, 2023, Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (鈥淩MB鈥), a registered investment advisory firm with more than $9.6 billion in assets under advisement. As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement, will merge with RMB. 麻豆传媒 served as buy-side advisor for Curi. |
Curi Holdings has acquired RMB Capital | Financial Advisor | |
| Published | 11/20/2023 | AFIMAC Global, Inc. | Financing | Senior Term Loan | Image
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Services & Industrials, Transportation & Logistics | 麻豆传媒 served as sole debt placement agent for AFIMAC Global, Inc. on a senior secured term loan | Senior Secured Debt | Sole Placement Agent | |
| Published | 11/17/2023 | Newk's Franchise Company, LLC | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Restaurants | 麻豆传媒 served as sell-side advisor for Newk's franchise Company, LLC, a portfolio company of Sentinel Capital Partners, LLC, on sale to CapitalSpring | Newk's franchise Company, LLC, a portfolio company of Sentinel Capital Partners, LLC, has sold to CapitalSpring | Financial Advisor | |
| Published | 11/15/2023 | Skyward Specialty Insurance | Financing | Follow-On Offering | $175.3 Million | Image
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Financial Services, Insurance | 麻豆传媒 served as bookrunner for Skyward Specialty Insurance Group, Inc. on a follow-on offering |
Follow-On Offering | Active Bookrunner |
| Published | 11/15/2023 | Chemoil Energy Services LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | 麻豆传媒 served as sell-side advisor for Chemoil Energy Services LLC, a portfolio company of Glencore plc, on sale to Argonaut Private Equity |
Chemoil Energy Services LLC, a portfolio company of Glencore plc, has sold to Argonaut Private Equity |
Financial Advisor | |
| Published | 11/15/2023 | Arccos Golf LLC | Financing | Minority Capital Raise | $20.0 Million | Image
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Technology, Software | 麻豆传媒 served as exclusive financial advisor for Arccos Golf LLC on receiving strategic investments from the PGA TOUR and golf鈥檚 top equipment manufacturers, including TaylorMade Golf Company, Topgolf Callaway Brands Corp., COBRA PUMA GOLF, Pritzker-Vlock Family Office, LionTreeTopgolf Callaway and Lion Tree | Arccos Golf LLC has received strategic investments from the PGA TOUR and golf鈥檚 top equipment manufacturers | Financial Advisor |
| Published | 11/13/2023 | SimplyBank | Mergers & Acquisitions | Sell-Side | $73.4 Million | Image
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Financial Services, Depositories | 麻豆传媒 served as sell-side advisor for SimplyBank on announced sale to First Financial Corporation | SimplyBank has agreed to be acquired by First Financial Corporation | Financial Advisor |
| Published | 11/13/2023 | TELA Bio, Inc. | Equity Capital Markets | At the Market Offering | $50.0 Million | Image
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Healthcare, Med-Tech | 麻豆传媒 served as placement agent for TELA Bio, Inc on an ATM offering | ATM | Sole Placement Agent |
| Published | 11/08/2023 | CCC Intelligent Solutions Holdings Inc. | Financing | Confidentially Marketed Follow-On Offering | $733.6 Million | Image
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Technology, Software | 麻豆传媒 served as bookrunner for CCC Intelligent Solutions Holdings Inc. on a confidentially marketed follow-on offering |
Confidentially Marketed Follow-On Offering | Active Bookrunner |
| Published | 11/07/2023 | The Evans Agency | Mergers & Acquisitions | Division Carve Out | $40.0 Million | Image
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Financial Services, Insurance | 麻豆传媒 served as sell-side advisor for The Evans Agency on the announced divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. | The Evans Agency has announced the divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. | Financial Advisor |
| Published | 11/07/2023 | Arvinas | Equity Capital Markets | At the Market Offering | $262.8 Million | Image
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Healthcare, Biopharma | 麻豆传媒 served as placement agent for Arvinas on an ATM offering | ATM | Sole Placement Agent |
| Published | 11/02/2023 | Lewis & Ellis | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Insurance | 麻豆传媒 served as sell-side advisor for Lewis & Ellie on sale to Novacap | Lewis & Ellis has sold to Novacap | Financial Advisor | |
| Published | 11/02/2023 | Financing | Senior Term Loan | Image
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Healthcare, Med-Tech | 麻豆传媒 served as sole debt placement agent for Companion Spine, LLC, a portfolio company of Viscoglioso Brothers LLC, on a debt capital raise | Senior Term Loan | Sole Placement Agent | ||
| Published | 11/01/2023 | CQS | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Asset & Wealth Management | On November 15, 2023, CQS announced that it had signed a definitive agreement to be acquired by Manulife Investment Management (鈥淢IM鈥). Upon completion of the transaction, MIM will acquire the ~$13.5B AUM credit platform of CQS. In conjunction with the transaction, the founder of CQS, Lord Hintze, will spin off his hedge fund business and set up a separate asset manager. 麻豆传媒 served as sell-side advisor for CQS. | CQS has been acquired by Manulife Investment Management | Financial Advisor | |
| Published | 11/01/2023 | LM Energy Holdings, LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Energy & Power Infrastructure | 麻豆传媒 served as sell-side advisor for LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, on sale of certain subsidiaries and assets related to its Touchdown Crude Oil Gathering System to Plains Oryx Permian | LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, has sold certain subsidiaries and assets to Plains Oryx Permian | Financial Advisor | |
| Published | 11/01/2023 | Kinderhook Industries | Private Capital Advisory | Secondary Capital | $1.3 Billion | Image
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Financial Services, Asset & Wealth Management | 麻豆传媒 served as secondary advisor to Kinderhook Industries on its Multi Asset Continuation Vehicle | Multi Asset Continuation Vehicle |
Secondary Advisor |
| Published | 10/31/2023 | Fuel10k Limited | Mergers & Acquisitions | Sell-Side | 拢34.0 Million | Image
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Consumer, Food & Beverage | 麻豆传媒 served as sell-side advsior for Fuel10K, a leading U.K. breakfast brand, on sale to Premier Foods | Fuel10K has sold to Premier Foods | Financial Advisor |
| Published | 10/31/2023 | Sunrgy Solar Distribution | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | 麻豆传媒 served as sell-side advisor for Sunrgy Solar Distribution on sale to Amara NZ, a portfolio company of Cinven Ltd. |
Sunrgy Solar Distribution has sold to Amara NZ, a portfolio company of Cinven Ltd. | Financial Advisor |