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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/11/2022 48Forty Mergers & Acquisitions Sell-Side Services & Industrials, Distribution Â鶹´«Ã½ served as financial advisor for 48forty, a portfolio company of Audax, on a significant growth equity investment from Summit Partners 48forty, a portfolio company of Audax, has received a significant growth equity investment from Summit Partners Co-Lead
Published 03/11/2022 Ladish Valves Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Ladish Valves on sale to Penn Machine, a portfolio company of Wynnchurch Capital Ladish Valves has been acquired by Penn Machine, a portfolio company of Wynnchurch Capital Financial Advisor
Published 03/10/2022 LSB Industries Inc. Financing Senior Notes $200.0 Million Chemicals Â鶹´«Ã½ served as joint book-running manager for LSB Industries, Inc. on its add-on offering of senior secured notes Senior Secured Notes Active Bookrunner
Published 03/10/2022 TriMech Solutions, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Business Services Â鶹´«Ã½ served as sell-side advisor for TriMech Group Holdings, LLC, a portfolio company of The Halifax Group, on its sale to Sentinel Capital Partners TriMech Group Holdings, LLC, a portfolio company of The Halifax Group, has been acquired by Sentinel Capital Partners Financial Advisor
Published 03/09/2022 Alpha Tau Medical LTD Financing PIPE $92.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as placement agent for Alpha Tau Medical, Ltd. on a PIPE offering PIPE Joint Placement Agent
Published 03/08/2022 International Battery Metals Financing PIPE $10.0 Million Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as financial advisor for IBAT on a private placement of common stock with a consortium of undisclosed investors PIPE Financial Advisor
Published 03/08/2022 Del Taco Restaurants, Inc. Mergers & Acquisitions Sell-Side $572.6 Million Consumer, Restaurants Â鶹´«Ã½ served as sell-side advisor for Del Taco Restaurants, Inc. on sale to Jack in the Box Inc. Del Taco Restaurants, Inc. has been acquired by Jack in the Box Inc. Financial Advisor
Published 03/02/2022 User Zoom. Inc. Mergers & Acquisitions Minority Investment Technology, Software Â鶹´«Ã½ served as financial advisor for Thoma Bravo, L.P. on a strategic growth investment in User Zoom, Inc. The investment is expected to be used to accelerate innovation and growth for UserZoom's proprietary platforms Thoma Bravo, L.P. has provided a strategic growth investment in User Zoom, Inc. Financial Advisor
Published 03/01/2022 Veritex Holdings, Inc. Equity Capital Markets Follow-On Offering $150.0 Million Financial Services, Depositories Â鶹´«Ã½ served as co-manager for Veritex on a follow-on offering Follow-On Offering Co-Manager
Published 03/01/2022 Amerant Bancorp Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $30.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Amerant on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Total Financial Solutions, LLC Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Â鶹´«Ã½ served as sell-side advisor for Total Bank Solutions on sale to R&T Deposit Solutions Total Bank Solutions has been acquired by R&T Deposit Solutions Financial Advisor
Published 03/01/2022 ProFrac Holding Corp. Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as buy-side advisor for ProFrac on acquisition of FTS International ProFrac has acquired FTS International Financial Advisor
Published 03/01/2022 Trupanion Financing Revolving Credit Facility $150.0 Million Financial Services, Insurance Â鶹´«Ã½ Finance served as sole underwriter and administrative agent for Trupanion on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Underwriter
Published 03/01/2022 Broadway Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Broadway Bank on a 3.75% fixed-to floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Investor Group of McAfee Corp. Mergers & Acquisitions Sell-Side $14.0 Billion Technology, Software Â鶹´«Ã½ served as sell-side advisor to the Investor Group of McAfee Corp. on sale to Advent International Corporation, Permira Advisers LLC, Crosspoint Capital Partners, Canada Pension Plan Investment Board, GIC Private Limited and the Abu Dhabi Investment Authority McAfee Corp. has been acquired by Advent International Corporation, Permira Advisers LLC and Crosspoint Capital Partners Financial Advisor
Published 03/01/2022 Global Alternative Asset Manager Financing Senior Notes $57.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent for a global alternative asset manager on a senior secured notes offering Senior Secured Notes Offering Sole Placement Agent
Published 03/01/2022 Cambridge Financial Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $70.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Cambridge Financial Group, Inc., holding company for Cambridge Savings Bank, 3.625% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Angelo Gordon Financing Strategic Advisory $97.5 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as referral agent for Angelo Gordon on an AG asset based credit fund AG Asset Based Credit Fund Financial Advisor
Published 03/01/2022 Hometown Financial Group Mergers & Acquisitions Buy-Side $146.5 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Hometown Financial Group on acquisition of Randolph Bancorp, Inc. Hometown Financial Group has acquired Randolph Bancorp, Inc. Financial Advisor
Published 03/01/2022 Citizens Bancshares Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $25.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Citizens Bancshares Corporation on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes 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.

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