Âé¶¹´«Ã½

Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 02/21/2023 K&N Engineering, Inc. Restructuring Amendment Services & Industrials, Automotive Aftermarket Âé¶¹´«Ã½ served as financial advisor for an ad hoc group of second lien lenders, including funds managed by Angelo Gordon, Apollo, Centre Lane and Prospect Capital, on a Restructuring Support Agreement with 100% of K&N Engineering, Inc. lenders Out-of-Court Restructuring Financial Advisor
Published 02/21/2023 Minerva Surgical Inc. Financing PIPE $30.0 Million Healthcare, Med-Tech Âé¶¹´«Ã½ served as sole placement agent for Minerva Surgical, Inc. on a PIPE offering PIPE Sole Placement Agent
Published 02/17/2023 Apyx Medical Corporation Financing Senior Secured Debt $35.0 Million Healthcare, Med-Tech Âé¶¹´«Ã½ served as sole debt placement agent for Apyx Medical Corporation on a senior term loan Senior Secured Debt Sole Placement Agent
Published 02/17/2023 CB&T Holding Corporation Financing Senior Notes $11.5 Million Financial Services, Depositories Âé¶¹´«Ã½ served as sole placement agent for CB&T Holding Corporation on a senior notes offering Senior Notes Sole Placement Agent
Published 02/17/2023 Milan Laser Hair Removal Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services Âé¶¹´«Ã½ served as financial advisor for Milan Laser Hair Removal, a portfolio company of Leonard Green & Partners, on receiving a significant investment from Sixth Street Milan Laser Hair Removal, a portfolio company of Leonard Green & Partners, has received a significant investment from Sixth Street Financial Advisor
Published 02/15/2023 Galera Therapeutics Financing Registered Direct $30.0 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as placement agent for Galera Therapeutics on a registered direct offering Registered Direct Offering Sole Placement Agent
Published 02/14/2023 GroundCloud Mergers & Acquisitions Sell-Side $218.0 Million Technology, Software Âé¶¹´«Ã½ served as financial advisor for GroundCloud on sale to Descartes GroundCloud has been acquired by Descartes Financial Advisor
Published 02/13/2023 Orbit Logic Mergers & Acquisitions Sell-Side Technology, Defense & Government Âé¶¹´«Ã½ served as sell-side advisor for Orbit Logic on its sale to Boecore, a portfolio company of Enlightenment Capital Orbit Logic has been acquired by Boecore, a portfolio company of Enlightenment Capital Financial Advisor
Published 02/13/2023 National Spine & Pain Centers Restructuring Creditor Advisory $300.0 Million Healthcare, Healthcare Services Âé¶¹´«Ã½ served as financial advisor for the steering group of first lien lenders of National Spine & Pain Centers, a portfolio company of Avista Capital Partners, on an out of court recapitalization
Creditor Advisory
Financial Advisor
Published 02/08/2023 Xponential Fitness Financing Confidentially Marketed Follow-On Offering $140.9 Million Consumer, Health & Wellness Services Âé¶¹´«Ã½ served as bookrunner for Xponential Fitness, Inc. on a confidentially marketed follow on offering
Confidentially Marketed Follow-On Offering Passive Bookrunner
Published 02/08/2023 Collegium Pharmaceutical, Inc. Financing Convertible Offering $241.5 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as lead manager for Collegium Pharmaceutical, Inc. on a convertible offering
Convertible Offering Sole Manager
Published 02/08/2023 ProFrac Holding Corp. Mergers & Acquisitions Buy-Side $475.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as buy-side advisor for ProFrac Holding Corp. on acquisition of Performance Proppants Financial Advisor
Published 02/04/2023 Project Peach Private Capital Advisory Capital Solutions $50.5 Million Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ raised promoted equity for middle market sponsor in connection with their acquisition & combination of an environmental services business Promoted Equity Financial Advisor
Published 02/02/2023 Ellington Financial Inc Financing Preferred Stock $100.0 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as sole bookrunner for Ellington Financial Inc. on an 8.625% Series C fixed-rate reset cumulative redeemable preferred stock offering Preferred Stock Offering Left Bookrunner
Published 02/01/2023 Curi Holdings, Inc. Mergers & Acquisitions Merger Financial Services, Insurance Âé¶¹´«Ã½ served as sell-side advisor for Curi Holdings, Inc. on announced merger with Constellation, Inc. Curi Holdings, Inc. has agreed to merge with Constellation, Inc. Financial Advisor
Published 02/01/2023 Greenslate LLC Mergers & Acquisitions Sell-Side Technology, Software Âé¶¹´«Ã½ served as financial advisor for Francisco Parnters on a growth investment in Greenslate LLC Francisco Partners provided a growth investmnet in Greenslate LLC Financial Advisor
Published 01/31/2023 SJL Partners Mergers & Acquisitions Buy-Side $1.5 Billion Chemicals, Healthcare, Life Sciences Tools & Diagnostics Âé¶¹´«Ã½ served as buy-side advisor for SD Biosensor and SJL Partners on acquisition of Meridian Bioscience SD Biosensor and SJL Partners have acquired Meridian Bioscience Financial Advisor
Published 01/31/2023 University Bank Financing Subordinated Notes $9.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as joint placement agent for University Bancorp, Inc. on a subordinated notes offering Subordinated Notes Joint Placement Agent
Published 01/31/2023 Integer Holdings Corporation Financing Convertible Offering $500.0 Million Healthcare, Med-Tech Âé¶¹´«Ã½ served as bookrunner for Integer Holdings Corporation on an unsecured convertible notes offering Convertible Debt Offering Passive Bookrunner
Published 01/30/2023 Clearsense Financing Minority Capital Raise $50.0 Million Healthcare, Information-Driven Healthcare Âé¶¹´«Ã½ served as sole equity placement agent for Clearsense on an equity capital raise led by HealthQuest Capital with an additional investment from Health Catalyst Capital and UPMC Clearsense received a minority growth investment from HealthQuest Capital Sole Placement Agent

Âé¶¹´«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.