Image
| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 03/01/2022 | OTC Markets Group Inc. | Mergers & Acquisitions | Sell-Side | Image
|
Financial Services, FinTech | Âé¶¹´«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 | Cambridge Financial Group, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $70.0 Million | Image
Image
|
Financial Services, Depositories | Âé¶¹´«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 | Citizens Bancshares Corporation | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $25.0 Million | Image
|
Financial Services, Depositories | Âé¶¹´«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 | Image
|
Financial Services, Depositories | Âé¶¹´«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 | Image
Image
|
Financial Services, Insurance | Âé¶¹´«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 | Total Financial Solutions, LLC | Mergers & Acquisitions | Sell-Side | Image
Image
|
Financial Services, Specialty Finance | Âé¶¹´«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 | Eagle Financial Services, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $30.0 Million | Image
|
Financial Services, Depositories | Âé¶¹´«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 | ProFrac Holding Corp. | Mergers & Acquisitions | Buy-Side | Image
Image
|
Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | Âé¶¹´«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 | Image
|
Financial Services, Insurance | Âé¶¹´«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 | 02/28/2022 | VanZandt Controls, LLC | Mergers & Acquisitions | Sell-Side | Image
Image
Image
Image
|
Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment | Âé¶¹´«Ã½ served as sell-side advisor for VanZandt Controls, LLC, a portfolio company of OFS Energy Fund, on sale to Eagle Automation, a portfolio company of Featheringill Capital | VanZandt Controls, LLC, a portfolio company of OFS Energy Fund, has been acquired by Eagle Automation, a portfolio company of Featheringill Capital | Financial Advisor | |
| Published | 02/28/2022 | Galderma Holding S.A. | Mergers & Acquisitions | Division Carve Out | Image
Image
Image
Image
|
Consumer, Beauty & Personal Care, Healthcare, Biopharma | Âé¶¹´«Ã½ served as sell-side advisor for Galderma S.A., a portfolio company EQT, on divestiture of Alchemee (formerly the Proactiv Company) to Taro Pharmaceuticals Industries Ltd. | Galderma S.A., a portfolio company EQT, has divested Alchemee (formerly the Proactiv Company) to Taro Pharmaceuticals Industries Ltd. | Financial Advisor | |
| Published | 02/28/2022 | The Research Partnership | Mergers & Acquisitions | Sell-Side | Image
Image
Image
|
Healthcare, Healthcare Services | Âé¶¹´«Ã½ served as sell-side advisor for The Research Partnership on sale to Ashfield Huntsworth, a portfolio company of Clayton Dubilier & Rice | The Research Partnership has been acquired by Ashfield Huntsworth, a portfolio company of Clayton Dubilier & Rice | Financial Advisor | |
| Published | 02/28/2022 | Western Alliance Bancorporation | Equity Capital Markets | At the Market Offering | $3.0 Billion | Image
|
Financial Services, Depositories | Âé¶¹´«Ã½ served as placement agent for Western Alliance Bancorporation on an ATM offering | ATM | Sole Placement Agent |
| Published | 02/23/2022 | Paramount Rx | Mergers & Acquisitions | Sell-Side | Image
Image
Image
|
Healthcare, Healthcare Services | Âé¶¹´«Ã½ served as sell-side advisor for Paramount Rx Inc. on sale to RxSense Group LLC, a portfolio company of Parthenon Capital | Paramount Rx Inc. has been acquired by RxSense Group LLC, a portfolio company of Parthenon Capital | Financial Advisor | |
| Published | 02/16/2022 | Baylis Medical Company Inc. | Mergers & Acquisitions | Division Carve Out | $1.8 Billion | Image
Image
|
Healthcare, Med-Tech | Âé¶¹´«Ã½ served as sell-side advisor for Baylis Medical Company, Inc. on sale to Boston Scientific Corporation | Baylis Medical Company, Inc. has been acquired by Boston Scientific Corporation | Financial Advisor |
| Published | 02/14/2022 | Advanced Micro Devices, Inc. | Mergers & Acquisitions | Buy-Side | $36.8 Billion | Image
Image
|
Technology, Internet & Digital Media | Âé¶¹´«Ã½ served as buy-side advisor for Advanced Micro Devices, Inc. on acquisition of Xilinx, Inc. The combination represents the largest semiconductor acquisition in history creating the industry’s leading high performance computing company, significantly expanding the breadth of AMD’s product portfolio and customer set across diverse growth markets where Xilinx is an established leader | Advanced Micro Devices, Inc. has acquired Xilinx, Inc. | Financial Advisor |
| Published | 02/11/2022 | Inspirato LLC | Financing | Advisory | $1.1 Billion | Image
Image
|
Technology, Internet & Digital Media | Âé¶¹´«Ã½ served as financial advisor for Inspirato LLC on its business combination with Thayer Ventures Acquisition Corp. in a reverse merger | Inspirato LLC has combined with Thayer Ventures Acquisition Corp. in a reverse merger | Financial Advisor |
| Published | 02/04/2022 | Stoneweg | Private Capital Advisory | Private Funds | Image
|
Financial Services, Asset & Wealth Management | Âé¶¹´«Ã½ raised an SMA for an Iberian bridge and real estate development lending strategy | SMA | Sole Placement Agent | |
| Published | 02/03/2022 | Silver Spike Investment Corp | Financing | IPO | $85.0 Million | Image
|
Consumer, Agriculture & Biorenewables, Financial Services, Healthcare, Biopharma | Âé¶¹´«Ã½ served as bookrunner for Silver Spike Investment Corp. on its initial public offering | Initial Public Offering | Active Bookrunner |
| Published | 02/03/2022 | American West Restaurant Group, LLC | Mergers & Acquisitions | Sell-Side | Image
Image
Image
|
Consumer, Restaurants | Âé¶¹´«Ã½ served as co-lead for American West Restaurant Group, LLC, a portfolio company of Sterling Investment Partners, on sale to Sentinel Capital Partners | American West Restaurant Group, LLC, a portfolio company of Sterling Investment Partners, has been acquired by Sentinel Capital Partners | Financial Advisor |
Âé¶¹´«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.