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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 | 03/02/2022 | User Zoom. Inc. | Mergers & Acquisitions | Minority Investment |
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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 | OTC Markets Group Inc. | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, FinTech | Â鶹´«Ã½ served as sell-side advisor for OTC Markets on sale to Blue Sky Data Corp | OTC Markets has been acquired by Blue Sky Data Corp | Financial Advisor | |
| 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 | Total Bank Solutions | Mergers & Acquisitions | Merger | Image
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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 | Hometown Financial Group | Mergers & Acquisitions | Buy-Side | $146.5 Million | Image
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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 | Amerant Bancorp Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $30.0 Million | Image
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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 | ProFrac Holding Corp. | Mergers & Acquisitions | Buy-Side | Image
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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 | Broadway Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $50.0 Million | Image
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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 | Cambridge Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $70.0 Million | Image
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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 | Veritex Holdings, Inc. | Equity Capital Markets | Follow-On Offering | $150.0 Million | Image
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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 | Citizens Bancshares Corporation | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $25.0 Million | Image
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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
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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 | MPIE Limited | Mergers & Acquisitions | Sell-Side | Image
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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 | Coastal Carolina Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $10.0 Million | Image
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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 | Ellington Financial | Financing | Senior Notes | $210.0 Million | Image
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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 | Eagle Financial Services, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $30.0 Million | Image
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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 | Velocity Financial, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $215.0 Million | Image
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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 | First Savings Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $31.0 Million | Image
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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 | Seacoast Banking Corporation of Florida | Mergers & Acquisitions | Buy-Side | $168.3 Million | Image
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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 | Sandy Spring Bancorp | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $200.0 Million | Image
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Financial Services, Depositories | Â鶹´«Ã½ served as sole bookrunner for Sandy Spring Bancorp on a 3.875% fixed-to-floating rate subordinated notes offering | Subordinated Notes | Left Bookrunner |