Image
Investment Banking Transactions
Clear Filters
Filter
| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 03/02/2022 | User Zoom. Inc. | Mergers & Acquisitions | Minority Investment |
Image
|
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 | Image
|
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 | Project Cosmo | Private Capital Advisory | Secondary Capital | $121.0 Million | Financial Services, Asset & Wealth Management | Â鶹´«Ã½ served as sole financial advisor for the LP Portfolio Sale | LP Portfolio Sale | Secondary 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 | Angelo Gordon | Financing | Strategic Advisory | $97.5 Million | Image
|
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 | Seacoast Banking Corporation of Florida | Mergers & Acquisitions | Buy-Side | $168.3 Million | Image
Image
|
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 | Image
|
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 | Broadway Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $50.0 Million | Image
|
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 | Ellington Financial | Financing | Senior Notes | $210.0 Million | Image
|
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 | Cambridge Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $70.0 Million | Image
Image
|
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 | Velocity Financial, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $215.0 Million | Image
|
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 | Citizens Bancshares Corporation | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $25.0 Million | Image
|
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 |
| Published | 03/01/2022 | Sumridge Partners | Mergers & Acquisitions | Sell-Side | Image
Image
|
Financial Services, FinTech | Â鶹´«Ã½ served as sell-side advisor for Sumridge Partners on sale to Raymond James | Sumridge Partners has been acquired by Raymond James | Financial Advisor | |
| Published | 03/01/2022 | Total Bank Solutions | Mergers & Acquisitions | Merger | Image
Image
|
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 | Coastal Carolina Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $10.0 Million | Image
|
Financial Services, Depositories | Â鶹´«Ã½ served as sole placement agent for Coastal Carolina Bancshares, Inc. on a 4.00% fixed-to-floating rate subordinated notes offerin due in 2032 | Subordinated Notes | Sole Placement Agent |
| Published | 03/01/2022 | Southcross Energy Partners | Mergers & Acquisitions | Sell-Side | Image
Image
|
Energy, Power & Infrastructure, Energy & Power Infrastructure | Â鶹´«Ã½ served as sell-side advisor for Southcross Energy Partners on sale to Targa Resources Corp |
Southcross Energy Partners has sold to Targa Resources Corp | Financial Advisor | |
| Published | 03/01/2022 | Eagle Financial Services, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $30.0 Million | Image
|
Financial Services, Depositories | Â鶹´«Ã½ served as sole placement agent for Eagle Financial Services, Inc. on a 4.50% 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 | Image
Image
Image
Image
|
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 | First Savings Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $31.0 Million | Image
|
Financial Services, Depositories | Â鶹´«Ã½ served as lead placement agent for First Savings Financial Group, Inc. on a 4.50% fixed-to-floating rate subordinated notes offering due in 2032 | Subordinated Notes | Joint Placement Agent |
| Published | 03/01/2022 | Hometown Financial Group | Mergers & Acquisitions | Buy-Side | $146.5 Million | Image
Image
|
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 |