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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/01/2023 GWG Holdings, Inc Restructuring Chapter 11 Reorganization Financial Services, Insurance Â鶹´«Ã½ served as financial advisor to the Committee, which has a fiduciary duty to represent over 27,000 individual L Bondholders, who are mostly retail investors Chapter 11 Reorganization Financial Advisor
Published 07/28/2023 Global Guardian LLC Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Â鶹´«Ã½ served as sell-side advisor for Global Guardian LLC on sale to Align Capital Partners Global Guardian LLC has sold to Align Capital Partners Financial Advisor
Published 07/27/2023 Inozyme Pharma, Inc. Financing CMFO $60.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Inozyme Pharma, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/27/2023 Jimmy's Iced Coffee Limited Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for Jimmy's Iced Coffee Limited on sale to Britvic
 Jimmy's Iced Coffee Limited has sold to Britvic Financial Advisor
Published 07/26/2023 PacWest Bancorp Mergers & Acquisitions Sell-Side $1.0 Billion Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for PacWest Bancorp on announced sale to Banc of California
 PacWest Bancorp has agreed to merge with Banc of California
 Financial Advisor
Published 07/25/2023 Atlantic Union Bankshares Mergers & Acquisitions Buy-Side $417.0 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Atlantic Union Bankshares on announced acquisition of American National Bankshares Inc. Atlantic Union Bankshares has agreed to acquire American National Bankshares Inc. Financial Advisor
Published 07/20/2023 Turnstone Biologics Inc. Financing IPO $80.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Turnstone Biologics Corp. on its initial public offering Initial Public Offering Active Bookrunner
Published 07/20/2023 PD&MS Energy (Aberdeen) Ltd. Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment, Renewables & Clean Energy Â鶹´«Ã½ served as sell-side advisor for PD&MS Energy on sale to RSK Group Limited
 PD&MS Energy has sold to RSK Group Limited
 Financial Advisor
Published 07/20/2023 TOTAL S.A. Mergers & Acquisitions Division Carve Out Chemicals Â鶹´«Ã½ served as sell-side advisor for TOTAL S.A. on sale of carve-out assets assets of TotalEnergies Cray Valley S.A. operations, comprising the Wingtack®, PolyBD® and Dymalink® product lines, to Pacific Avenue Capital Partners, LLC
TotalEnergies has sold certain Cray Valley S.A. businesses to Pacific Avenue Capital Partners, LLC Financial Advisor
Published 07/18/2023 eTelligent Group Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for eTelligent Group on its strategic investment from IMB Partners eTelligent Group has received a strategic investment from IMB Partners Financial Advisor
Published 07/18/2023 Trident Systems Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Trident Systems on its sale to Lightridge Solutions, a portfolio company of ATL Partners Trident Systems has been acquired by Lightridge Solutions, a portfolio company of ATL Partners Financial Advisor
Published 07/17/2023 Bluesight, Inc. Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as sell-side advisor for Bluesight, Inc. on sale to Thoma Bravo, followed by the simultaneous add-on acquisition of Medacist Solutions Group by Bluesight Financial Advisor
Published 07/17/2023 CyberGRX Mergers & Acquisitions Sell-Side Technology, Security Â鶹´«Ã½ served as sell-side advisor for CyberGRX on sale to ProcessUnity, a portfolio company of Marlin Management Company, LLC
 CyberGRX has sold to ProcessUnity, a portfolio company of Marlin Management Company, LLC Financial Advisor
Published 07/14/2023 Sagimet Biosciences Financing IPO $85.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Sagimet Biosciences, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 07/11/2023 NextPhase Medical Devices Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for NextPhase Medical Devices, a portfolio company of Kidd & Company, LLC, on sale to Arterex, a portfolio company of Investindustrial
 NextPhase Medical Devices, a portfolio company of Kidd & Company, LLC, has sold to Arterex, a portfolio company of Investindustrial
 Financial Advisor
Published 07/05/2023 Solenis LLC Mergers & Acquisitions Buy-Side $4.6 Billion Chemicals Â鶹´«Ã½ served as buy-side advisor for Solenis, a portfolio company of Platinum equity, on acquisition of Diversey Holdings, Ltd.
 Solenis, a portfolio company of Platinum equity, has acquired Diversey Holdings, Ltd. Financial Advisor
Published 07/01/2023 Project Sunfyre Private Capital Advisory Secondary Capital $173.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as secondary advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 06/30/2023 Flywheel Partners Limited Mergers & Acquisitions Buy-Side Consumer, Food & Beverage Â鶹´«Ã½ served as buy-side advisor for Flywheel Partners on acquisition of Freshcut Foods
 Flywheel Partners has acquired Freshcut Foods Financial Advisor
Published 06/30/2023 Black Diamond Therapeutics Financing CMFO $75.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Black Diamond Therapeutics, Inc. on a confidentially marketed follow on offering
 Confidentially Marketed Follow-On Offering Left Bookrunner
Published 06/30/2023 Medaxion, Inc. Mergers & Acquisitions Minority Investment Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as financial advisor for Medaxion on receiving of an equity investment from McCarthy Capital Medaxion has received an equity investment from McCarthy Capital 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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