Â鶹´«Ã½

Investment Banking Transactions

Clear Filters
All Sectors/Sub-Sectors
filter caret
All Types
filter caret
All Regions
filter caret
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 04/17/2023 Telford Offshore Restructuring Out-of-Court Debt Restructuring Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as advisor to the company on capital structure alternatives, including new capital financing alternatives Capital Structure Advisory Financial Advisor
Published 04/11/2023 Neovasc Inc. Mergers & Acquisitions Sell-Side $147.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Neovasc Inc. on sale to Shockwave Medical, Inc.
Neovasc Inc. has sold to Shockwave Medical, Inc. Financial Advisor
Published 04/10/2023 Siren Energy Mergers & Acquisitions Sell-Side $78.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Siren Energy on sale to Liberty Power Innovations, a subsidiary of Liberty Energy Inc.
 Siren Energy has sold to Liberty Power Innovations, a subsidiary of Liberty Energy Inc. Financial Advisor
Published 04/10/2023 Alaska USA Federal Credit Union Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Debt $110.0 Million Financial Services, Depositories Â鶹´«Ã½ served as joint placement agent for Alaska USA Federal Credit Union on a subordinated notes offering Subordinated Notes Offering Joint Placement Agent
Published 04/06/2023 BTST Services Mergers & Acquisitions Sell-Side Healthcare, Healthcare Services Â鶹´«Ã½ served as sell-side advisor for BTST Services LLC on sale to Webster Equity Partners
 BTST Services LLC has sold to Webster Equity Partners
 Financial Advisor
Published 04/06/2023 Robo Global, LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sell-side advisor for Robo Global on sale to VettaFi Robo Global has sold to VettaFi Financial Advisor
Published 04/04/2023 Protagonist Therapeutics, Inc. Equity Capital Markets CMFO $100.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Protagonist Therapeutics, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 04/03/2023 National Bank Holdings Corp. Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for National Bank Holdings Corp. on acquisition of Cambr, a subsidiary of StoneCastle Partners, LLC
National Bank Holdings Corp. has acquired Cambr, a subsidiary of StoneCastle Partners, LLC Financial Advisor
Published 04/01/2023 Solidcore Financing Minority Capital Raise Consumer, Health & Wellness Services Â鶹´«Ã½ served as sole financial advisor for Solidcore Holdings, LLC on a significant minority investment from Kohlberg & Co. Solidcore Holdings, LLC has received an investment from Kohlberg & Co. Financial Advisor
Published 04/01/2023 Palatine Impact Private Capital Advisory Private Funds Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent to Palatine Impact on the capital raise for Impact Fund II Fund II
 Sole Placement Agent
Published 03/31/2023 Cleveland Integrity Services Restructuring Chapter 11 Reorganization Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published 03/31/2023 Innovia Medical, LLC Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Innovia Medical, LLC, a portfolio company of Shore Capital, on sale to Inverness Graham Innovia Medical, LLC, a portfolio company of Shore Capital, has sold to Inverness Graham Financial Advisor
Published 03/31/2023 ConocoPhillips Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure Â鶹´«Ã½ served as buy-side advisor for ConocoPhillips on the acquisition of the outstanding 50% equity interests in Beta Crude Connector, LLC from Frontier Midstream Solutions IV, LLC ConocoPhillips has acquired the outstanding 50% equity interests in Beta Crude Connector, LLC from Frontier Midstream Solutions IV, LLC Financial Advisor
Published 03/30/2023 Silicon Valley Bridge Bank, National Association Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management, Depositories Â鶹´«Ã½ advised The Federal Deposit Insurance Corporation on its sale of all deposits and loans of Silicon Valley Bridge Bank, N.A. to First-Citizens Bank & Trust Company
 First-Citizens Bank & Trust Company has acquired Silicon Valley Bridge Bank, N.A. from the FDIC Financial Advisor
Published 03/24/2023 Technical and Management Resources Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Technical and Management Resources on its sale to The One 23 Group, a portfolio company of Willow Creek Partners Technical and Management Resources, Inc, has been acquired by The One 23 Group, a portfolio company of Willow Creek Partners Financial Advisor
Published 03/23/2023 USD Partners LP Mergers & Acquisitions Sell-Side $33.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure Â鶹´«Ã½ served as sell-side advisor for USD Partners LP on sale of its Casper rail terminal to Midstream Energy Partners LLP
USD Partners LP has sold its Casper rail terminal to Midstream Energy Partners LLP
Financial Advisor
Published 03/21/2023 Blackhawk Bancorp. Inc. Mergers & Acquisitions Sell-Side $90.3 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Blackhawk Bancorp, Inc. on sale to First Mid Bancshares, Inc. Blackhawk Bancorp, Inc. has sold to First Mid Bancshares, Inc. Financial Advisor
Published 03/20/2023 FreshPet Equity Capital Markets Convertible Offering $402.5 Million Consumer, Diversified Consumer Products Â鶹´«Ã½ served as co-manager for Freshpet, Inc. on a convertible notes offering
 Convertible Notes Offering Co-Manager
Published 03/19/2023 Signature Bridge Bank, National Association Mergers & Acquisitions Sell-Side Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for The Federal Deposit Insurance Corporation on sale of substantially all deposits and certain loan portfolios of Signature Bridge Bank, N.A. to New York Community Bancorp, Inc. New York Community Bancorp, Inc. has acquired Signature Bridge Bank, N.A. from the FDIC Financial Advisor
Published 03/18/2023 Arbor Realty Trust, Inc. Financing Senior Notes $95.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Arbor Realty Trust, Inc. on a senior notes offering
 Senior Notes Offering Sole Placement Agent

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.

© 2026 Â鶹´«Ã½. Since 1895. All rights reserved.