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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/18/2022 Independence Contract Drilling, Inc. Financing Senior Secured Debt $157.5 Million Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as exclusive financial advisor to Independence Contract Drilling, Inc. on a private placement of Floating Rate Convertible Senior Secured PIK Toggle Notes
 Private Placement of Floating Rate Convertible Senior Secured PIK Toggle Notes Financial Advisor
Published 03/16/2022 Yorkshire Premier Meat Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Â鶹´«Ã½ served as sell-side advisor for Yorkshire Premier Meat on sale to Endless LLP Yorkshire Premier Meat has been acquired by Endless LLP Financial Advisor
Published 03/15/2022 Industrialization and Energy Services Company ("TAQA) Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as buy-side advisor for TAQA on acquisition of Tendeka TAQA has acquired Tendeka Financial Advisor
Published 03/15/2022 Cobepa S.A. Mergers & Acquisitions Buy-Side Healthcare, Healthcare Services Â鶹´«Ã½ served as financial advisor for Cobepa S.A. on their significant growth investment in Reaction Biology Cobepa S.A. has provided a significant growth investment in Reaction Biology Financial Advisor
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 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 03/10/2022 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 03/09/2022 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 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 03/08/2022 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 03/02/2022 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 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 Ellington Financial Financing Senior Notes $210.0 Million Financial Services Â鶹´«Ã½ served as sole initial purchaser for Ellington Financial on a 5.875% senior notes due in 2027 Senior Notes Sole Admin Agent
Published 03/01/2022 MPIE Limited Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for MPIE Limited on sale to Constellation MPIE Limited has been acquired by Constellation, Inc. Financial Advisor
Published 03/01/2022 Velocity Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $215.0 Million Financial Services, Specialty Finance Â鶹´«Ã½ served as sole placement agent for Velocity Financial, Inc. on a 7.125% senior secured notes due in 2032 Senior Notes Sole Placement Agent
Published 03/01/2022 Total Bank Solutions Mergers & Acquisitions Merger Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as financial advisor for Total Bank Solutions on merger with R&T Deposit Solutions Total Bank Solutions has merged with R&T Deposit Solutions Financial Advisor
Published 03/01/2022 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $168.3 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Apollo Bank Seacoast Banking Corporation of Florida has acquired Apollo Bank Financial Advisor
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 Monona Bankshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Monona Bankshares, Inc. on sale to SBCP Bancorp Monona Bankshares, Inc. has been acquired by SBCP Bancorp 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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