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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 02/01/2022 | Kemper Corporation | Financing | Senior Notes | $400.0 Million | Image
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Financial Services, Insurance | Âé¶¹´«Ã½ served as co-manager for Kemper Corporation on a senior notes offering | Senior Notes | Co-Manager |
| Published | 02/01/2022 | Recoil Resources | Mergers & Acquisitions | Division Carve Out | Image
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Energy, Power & Infrastructure, Upstream | Âé¶¹´«Ã½ served as sell-side advisor for Recoil Resources on divestiture of Eagle Ford assets |
Recoil Resources has divested Eagle Ford assets | Financial Advisor | |
| Published | 02/01/2022 | BT Holdings, Inc. | Mergers & Acquisitions | Sell-Side | $315.5 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as sell-side advisor for BT Holdings, Inc., holding company for BTH Bank, on sale to Origin Bancorp, Inc. | BT Holdings, Inc., holding company for BTH Bank, has been acquired by Origin Bancorp, Inc. | Financial Advisor |
| Published | 01/20/2022 | Ellington Financial | Financing | At the Market Offering | $100.0 Million | Image
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Financial Services, Real Estate | Âé¶¹´«Ã½ served as placement agent for Ellington Financial on an ATM offering | ATM Program Common Stock | Sole Placement Agent |
| Published | 01/19/2022 | Hunter Fan Company, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Consumer, Diversified Consumer Products, Services & Industrials, Industrial Services | Âé¶¹´«Ã½ served as co-advisor for Hunter Fan Company, a portfolio company of MidOcean Partners, on sale to Griffon Corporation | Hunter Fan Company, a portfolio company of MidOcean Partners, has been acquired by Griffon Corporation | Co-Lead | |
| Published | 01/19/2022 | Clinicient, Inc. | Mergers & Acquisitions | Sell-Side | Image
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Healthcare, Information-Driven Healthcare | Âé¶¹´«Ã½ served as sell-side advisor for Clinicient, Inc. and its subsidiary Keet, Inc. on its sale to WebPT, a portfolio company of Warburg Pincus | Clinicient, Inc. and its subsidiary Keet, Inc. have been acquired by WebPT, a portfolio company of Warburg Pincus | Financial Advisor | |
| Published | 01/19/2022 | Silobreaker Ltd | Mergers & Acquisitions | Sell-Side | $100.0 Million | Image
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Technology, Software | Âé¶¹´«Ã½ served as sell-side advisor for Silobreaker Ltd to Marlin Equity Partners, LLC. The company's comprehensive software solution helps business, security and intelligence professionals generate critical and actionable insights from overwhelming amounts of unstructured data on the web through its powerful data enrichment, contextualization and visualization capabilities | Silobreaker Ltd has been acquired by Marlin Equity Partners, LLC | Financial Advisor |
| Published | 01/14/2022 | Joule Processing, LLC | Mergers & Acquisitions | Sell-Side | Image
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Energy, Power & Infrastructure, Renewables & Clean Energy | Âé¶¹´«Ã½ served as sell-side advisor for Joule Processing, LLC on sale to Plug Power Inc. | Joule Processing, LLC has been acquired by Plug Power Inc. | Financial Advisor | |
| Published | 01/13/2022 | Mocana Corporation | Mergers & Acquisitions | Sell-Side | Image
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Technology, Software | Âé¶¹´«Ã½ served as sell-side advisor for Internet of Things (IoT) cybersecurity provider Mocana Corporation on sale to DigiCert, Inc., a portfolio company of Clearlake Capital Group, L.P. | Mocana Corporation has been acquired by DigiCert, Inc., a portfolio company of Clearlake Capital Group, L.P. | Financial Advisor | |
| Published | 01/13/2022 | SK Capital Partners | Mergers & Acquisitions | Buy-Side | $900.0 Million | Image
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Chemicals | Âé¶¹´«Ã½ served as buy-side advisor for SK Capital Partners and Heubach Partners on acquisition of the pigment business of Clariant AG | SK Capital Partners and Heubach Partners acquired the pigment business of Clariant AG | Financial Advisor |
| Published | 01/05/2022 | Qbase | Mergers & Acquisitions | Sell-Side | Image
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Technology, Defense & Government | Âé¶¹´«Ã½ served as sell-side advisor for Qbase on its sale to Tyto Athene, a portfolio company of Arlington Capital Partners | Qbase has been acquired by Tyto Athene, a portfolio company of Arlington Capital Partners | Financial Advisor | |
| Published | 01/01/2022 | Citizens Bancshares Corporation | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as buy-side advisor for Citizens Bancshares Corporation on acquisition of Sandhills Bank | Citizens Bancshares Corporation has acquired Sandhills Bank | Financial Advisor | |
| Published | 01/01/2022 | Chesapeake Bank of Maryland | Mergers & Acquisitions | Sell-Side | $64.4 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as sell-advisor for Chesapeake Bank of Maryland on sale to Rosedale Federal Savings & Loan Association | Chesapeake Bank of Maryland has been acquired by Rosedale Federal Savings & Loan Association | Financial Advisor |
| Published | 01/01/2022 | Radcliffe Capital Management, L.P. | Mergers & Acquisitions | Majority Stake Sale | Image
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Financial Services, Asset & Wealth Management | Âé¶¹´«Ã½ served as sell-side advisor for Radcliffe Capital Management on sale of a minority stake to Kudu Investment Management |
Radcliffe Capital Management has sold a minority stake to Kudu Investment Management |
Financial Advisor | |
| Published | 01/01/2022 | Denmark Bancshares, Inc. | Mergers & Acquisitions | Sell-Side | $119.0 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as financial advisor for Denmark Bancshares, Inc. on sale to BankFirst | Denmark Bancshares, Inc. has been acquired by BankFirst | Financial Advisor |
| Published | 01/01/2022 | CFSB Bancorp, Inc. | Equity Capital Markets | Follow-On Offering | $28.0 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as sole selling agent for CFSB Bancorp, Inc. on a follow-on offering | Follow-On Offering | Sole Admin Agent |
| Published | 01/01/2022 | O'Shares ETFs | Mergers & Acquisitions | Sell-Side | Image
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Financial Services, Asset & Wealth Management | Âé¶¹´«Ã½ served as financial advisor for O'Shares ETFs on a strategic transaction with SS&C ALPS Advisors |
O'Shares ETFs has completed a strategic transaction with SS&C ALPS Advisors |
Financial Advisor | |
| Published | 01/01/2022 | Project Daytona | Private Capital Advisory | Secondary Capital | $58.0 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 | 01/01/2022 | Mercer | Mergers & Acquisitions | Division Carve Out | Image
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Financial Services, Insurance | Âé¶¹´«Ã½ served as sell-side advisor for Mercer on divestiture of its Associations Business to AMBA | Mercer has divested its Associations Business to AMBA | Financial Advisor | |
| Published | 01/01/2022 | AQUIS and K18 Hair | Financing | Minority Capital Raise | Image
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Consumer, Beauty & Personal Care | Âé¶¹´«Ã½ served as financial advisor for AQUIS and K18 Hair on an investment from VMG Partners | AQUIS and K18 Hair have received an investment from VMG 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.