Image
| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 03/01/2022 | Total Bank Solutions | Mergers & Acquisitions | Merger | Image
Image
|
Financial Services, Asset & Wealth Management | Âé¶¹´«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 | Sandy Spring Bancorp | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $200.0 Million | Image
|
Financial Services, Depositories | Âé¶¹´«Ã½ served as sole bookrunner for Sandy Spring Bancorp on a 3.875% fixed-to-floating rate subordinated notes offering | Subordinated Notes | Left Bookrunner |
| Published | 03/01/2022 | Third Coast Bancshares, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $82.3 Million | Image
|
Financial Services, Depositories | Âé¶¹´«Ã½ served as lead placement agent for Third Coast Bancshares, Inc. on a 5.50% fixed-to-floating rate subordinated notes offering due in 2032 | Subordinated Notes | Joint Placement Agent |
| Published | 03/01/2022 | FFL Partners | Private Capital Advisory | Secondary Capital | Image
|
Financial Services, Asset & Wealth Management | Âé¶¹´«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 | 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 | Project Cosmo | Private Capital Advisory | Secondary Capital | $121.0 Million | Financial Services, Asset & Wealth Management | Âé¶¹´«Ã½ served as sole financial advisor for the LP Portfolio Sale | LP Portfolio Sale | Secondary Advisor | |
| Published | 03/01/2022 | Sumridge Partners | Mergers & Acquisitions | Sell-Side | Image
Image
|
Financial Services, FinTech | Âé¶¹´«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 | Hometown Financial Group | Mergers & Acquisitions | Buy-Side | $146.5 Million | Image
Image
|
Financial Services, Depositories | Âé¶¹´«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 | Monona Bankshares, Inc. | Mergers & Acquisitions | Sell-Side | Image
Image
|
Financial Services, Depositories | Âé¶¹´«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 | |
| 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 | 02/28/2022 | 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 | 02/23/2022 | 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 | 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 | |
| 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 |
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.