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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 02/08/2023 Xponential Fitness Financing Confidentially Marketed Follow-On Offering $140.9 Million Consumer, Health & Wellness Services Â鶹´«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 Â鶹´«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 Â鶹´«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 Â鶹´«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 Â鶹´«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 Greenslate LLC Mergers & Acquisitions Sell-Side Technology, Software Â鶹´«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 02/01/2023 Curi Holdings, Inc. Mergers & Acquisitions Merger Financial Services, Insurance Â鶹´«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 01/31/2023 SJL Partners Mergers & Acquisitions Buy-Side $1.5 Billion Chemicals, Healthcare, Life Sciences Tools & Diagnostics Â鶹´«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 Â鶹´«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 Â鶹´«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 Â鶹´«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
Published 01/26/2023 Orchestra BioMed, Inc. Mergers & Acquisitions Advisory $180.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as capital markets advsior for Orchestra BioMed, Inc. on business combination with Health Sciences Acquisitions Corporation 2; joint lead placement agent on a Series D financing; and financial advisor on the strategic collaboration with Medtronic Orchestra BioMed, Inc. has merged with Health Sciences Acquisitions Corporation 2 Financial Advisor
Published 01/25/2023 Paragon 28, Inc. Financing CMFO $110.5 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Paragon 28, Inc. on a confidentially marketed follow on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/25/2023 Pliant Therapeutics, Inc. Financing Follow-On Offering $287.5 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Pliant Therapeutics, Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 01/23/2023 CymaBay Therapeutics, Inc. Financing CMFO $97.7 Million Healthcare, Biopharma Â鶹´«Ã½ served as left bookrunner for Cymabay Therapeutics, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Left Bookrunner
Published 01/17/2023 Fulcrum Therapeutics, Inc. Financing CMFO $125.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Fulcrum Therapeutics, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/17/2023 SeaSpine Holdings Corporation Mergers & Acquisitions Merger $862.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as financial advisor for SeaSpine Holdings Corporation on a merger of equals with Orthofix Medical Inc. SeaSpine Holdings Corporation has merged with Orthofix Medical Inc. Financial Advisor
Published 01/13/2023 Skyward Specialty Insurance Financing IPO $154.4 Million Financial Services, Insurance Â鶹´«Ã½ served as bookrunner for Skyward Specialty Insurance Group, Inc. on an initial public offering
Initial Public Offering Passive Bookrunner
Published 01/12/2023 Simeio Solutions LLC Mergers & Acquisitions Buy-Side Technology, Security Â鶹´«Ã½ served as buy-side advisor for Simeio Solutions LLC on acquisition of PathMaker Group L.P.
Simeio Solutions LLC has acquired PathMaker Group L.P. Financial Advisor
Published 01/12/2023 Diamondback Energy Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Upstream Â鶹´«Ã½ served as sell-side advisor for Diamondback Energy Inc. on sale of their 10% ownership in Gray Oak Pipeline to Enbridge Diamondback Energy Inc. has sold their 10% ownership in Gray Oak Pipeline to Enbridge 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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