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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 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 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 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 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 FFL Partners Private Capital Advisory Secondary Capital Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole financial advisor to FFL partners for its Multi Asset Continuation Vehicle Multi Asset Continuation Vehicle
 Secondary Advisor
Published 03/01/2022 Southcross Energy Partners Mergers & Acquisitions Sell-Side 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 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 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 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 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 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 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 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 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
Published 03/01/2022 Coastal Carolina Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $10.0 Million 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 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 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

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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