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Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/02/2022 Aegion Corporation Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as sell-side advisor for Aegion Corporation on sale of subsidiary Aegion Energy Services to The Brock Group, a portfolio company of American Industrial Partners
Aegion Corporation has sold its subsidiary Aegion Energy Services to The Brock Group, a portfolio company of American Industrial Partners Financial Advisor
Published 11/01/2022 Amberjack Capital Partners Private Capital Advisory Secondary Capital $300.0 Million Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as Co-Advisor to AmberJack Capital Partners on its Single Asset Continuation Vehicle Single Asset Continuation Vehicle Secondary Advisor
Published 11/01/2022 Renovo Financial Financing Senior Notes $20.0 Million Financial Services, Specialty Finance Âé¶¹´«Ã½ served as sole placement agent for Renovo Financial on a senior secured notes offering due in 2027 Senior Secured Notes Financial Advisor
Published 11/01/2022 RANDYS Worldwide Mergers & Acquisitions Sell-Side Services & Industrials, Transportation & Logistics Âé¶¹´«Ã½ served as sell-side advisor for RANDYS Worldwide, a portfolio company of Tailwind Capital, on sale to Greenbriar Equity Group, L.P. RANDYS Worldwide, a portfolio company of Tailwind Capital, has been acquired by Greenbriar Equity Group, L.P. Financial Advisor
Published 11/01/2022 Luther Burbank Mergers & Acquisitions Merger $654.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as sell-side advisor for Luther Burbank Corporation on announced merger with Washington Federal, Inc. Luther Burbank Corporation has agreed to merge with Washington Federal, Inc. Financial Advisor
Published 11/01/2022 U.S. Well Services Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as sell-side advisor for U.S. Well Services on sale to ProFrac U.S. Well Services has been acquired by ProFrac Financial Advisor
Published 11/01/2022 Broad Street Realty, Inc. Financing Mezzanine Debt $95.0 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as placement agent for Broad Street Realty, Inc. on a preferred equity and mezzanine debt financing Broad Street Reality received a structured capital investment Joint Placement Agent
Published 11/01/2022 kV Power Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as sell-side advisor for kVPower, a portfolio company of Rock Hill Capital, on sale to Warren Equity Partners kVPower, a portfolio company of Rock Hill Capital, has been acquired by Warren Equity Partners Financial Advisor
Published 11/01/2022 Inland Bancorp, Inc. Mergers & Acquisitions Merger $165.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as financial advisor for Inland Bancorp, Inc. on announced merger with Byline Bancorp, Inc. Inland Bancorp, Inc. has agreed to merge with Byline Bancorp, Inc. Financial Advisor
Published 11/01/2022 Sawafi Al-Jazeera Oilfield Products and Services Co. Ltd. Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as financial advisor for Sawafi Al-Jazeera Oilfield Products and Services Co. Ltd. on investment in Vulcan Completion Products
Sawafi Al-Jazeera Oilfield Products and Services Co. Ltd. has invested in Vulcan Completion Products Financial Advisor
Published 11/01/2022 Allianz Mergers & Acquisitions Sell-Side Financial Services, Insurance Âé¶¹´«Ã½ served as sell-side advisor for Allianz on sale of TruChoice Financial Group to Amerilife Allianz has sold TruChoice Financial Group to Amerilife Financial Advisor
Published 11/01/2022 reCommerce Financing Senior Term Loan Consumer, Retail & Disruptive Commerce Âé¶¹´«Ã½ served as sole placement agent for reCommerce on an ABL and senior secured term loan ABL and Senior Secured Term Loan Sole Placement Agent
Published 11/01/2022 Signers National Mergers & Acquisitions Sell-Side Financial Services, Insurance Âé¶¹´«Ã½ served as sell-side advisor fo Signers National on sale of a minority stake to CIVC Partners Signers National has sold a minority stake to CIVC Partners Financial Advisor
Published 11/01/2022 Cypress Environmental Partners Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as sell-side advisor for Cypress Environmental Partners, a portfolio company of Argonaut Private Equity, on sale of Bakken Shale water gathering pipeline and disposal assets to Select Energy Services Cypress Environmental Partners, a portfolio company of Argonaut Private Equity, has sold its Bakken Shale water gathering pipeline and disposal assets to Select Energy Services Financial Advisor
Published 11/01/2022 Envestnet Financing Senior Notes $500.0 Million Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as co-manager for Envestnet on a senior convertible notes offering Senior Convertible Notes Co-Manager
Published 11/01/2022 MML Capital Partners Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as buy-side advisor for MML Capital Partners on acquisition of OnPoint Industrial Services, a portfolio cimpany of Capstreet MML Capital Partners has acquired OnPoint Industrial Services Financial Advisor
Published 11/01/2022 Discovery Senior Living Financing Senior Term Loan Healthcare, Healthcare Services Âé¶¹´«Ã½ Finance served as sole underwriter and administrative agent for Discovery Senior Living on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver
Sole Underwriter
Published 10/31/2022 Lipari Foods Mergers & Acquisitions Sell-Side Services & Industrials, Distribution Âé¶¹´«Ã½ served as sell-side advisor for Lipari Foods, a portfolio company of H.I.G. Capital, on sale to Littlejohn & Co. Lipari Foods, a portfolio company of H.I.G. Capital, has been acquired by Littlejohn & Co. Financial Advisor
Published 10/14/2022 VectivBio Financing Registered Direct $125.3 Million Healthcare, Biopharma Âé¶¹´«Ã½ served as bookrunner for VectivBio on a registered direct offering Registered Direct Active Bookrunner
Published 10/13/2022 Aspen Surgical Products, Inc. Mergers & Acquisitions Buy-Side Healthcare, Med-Tech Âé¶¹´«Ã½ served as buy-side advisor for Aspen Surgical Products, Inc., a portfolio company of Audax Private Equity, on acquisition of Symmetry Surgical Aspen Surgical Products, Inc., a portfolio company of Audax Private Equity, has acquired Symmetry Surgical Financial Advisor

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.