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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 12/09/2021 Arena Technologies Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Arena Technologies on its sale to Systems Planning and Analysis, Inc. Arena Technologies has been acquired by Systems Planning and Analysis, Inc. Financial Advisor
Published 12/08/2021 Confluent, Inc. Financing Convertible Offering $1.1 Billion Technology, Software Â鶹´«Ã½ served as co-manager for Confluent, Inc. on a convertible notes offering Convertible Offering Co-Manager
Published 12/08/2021 Group 2 Technologies Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Group 2 Technologies and Tomson Technologies on sale to ChampionX Group 2 Technologies and Tomson Technologies have been acquired by ChampionX Financial Advisor
Published 12/03/2021 Union Corrugating Company Mergers & Acquisitions Sell-Side Services & Industrials, Building Products, Distribution Â鶹´«Ã½ served as sell-side advisor for Union Corrugating Company Holdings, Inc., a portfolio company of Industrial Opportunity Partners, on sale to Cornerstone Building Brands, Inc. Union Corrugating Company Holdings, Inc., a portfolio company of Industrial Opportunity Partners, has been acquired be Cornerstone Building Brands, Inc. Financial Advisor
Published 12/02/2021 Ames Taping Tools Inc. Financing Senior Term Loan Services & Industrials, Building Products Â鶹´«Ã½ served as financial advisor for Ames Taping Tools Inc on a senior term loan Senior Term Loan Financial Advisor
Published 12/02/2021 Willow Wood Global, LLC Mergers & Acquisitions Sell-Side Healthcare, Healthcare Services, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Willow Wood Global, LLC, a portfolio company of DW Healthcare Partners, on sale to Blue Sea Capital Willow Wood Global, LLC, a portfolio company of DW Healthcare Partners, has been acquired by Blue Sea Capital Financial Advisor
Published 12/01/2021 Park Financial Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $13.2 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Park Financial Group, Inc. on a 4.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Clear Blue Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $65.0 Million Financial Services, Insurance Â鶹´«Ã½ served as sole placement agent for Clear Blue Insurance Group on a 5.375% senior notes offering due in 2028 Senior Notes Sole Placement Agent
Published 12/01/2021 CRS TH Holdings, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Business Services Â鶹´«Ã½ served as sell-side advisor for CRS, a portfolio company of GenNx360 Capital Partners, on sale to Reverence Capital Partners CRS, a portfolio company of GenNx360 Capital Partners, has been acquired by Reverence Capital Partners Financial Advisor
Published 12/01/2021 Ellington Financial Financing Preferred Stock $120.0 Million Financial Services Â鶹´«Ã½ served as sole bookrunner for Ellington Financial on a 6.255 Series B fixed-rate resert cumulative redeemable preferred stock offering Preferred Stock Left Bookrunner
Published 12/01/2021 Platform Partners Private Capital Advisory Capital Solutions Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent for Platform Partners in the acquisition of SouthCoast Raised promoted equity for acquisition
 Sole Placement Agent
Published 12/01/2021 Callodine Group Private Capital Advisory Private Funds Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole financial advisor for Callodine Group on the acquisition of Thorofare Capital Callodine Group acquired Thorofare Capital Financial Advisor
Published 12/01/2021 Ames Taping Tools Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Building Products, Distribution Â鶹´«Ã½ served as sell-side advisor for Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, on its sale to GMS Inc. Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, has been acquired by GMS Inc. Financial Advisor
Published 12/01/2021 Parkside Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $13.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Parkside Financial, Inc., holding company for Parkside Financial Bank & Trust, on a 3.50% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Clear Blue Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $25.0 Million Financial Services, Insurance Â鶹´«Ã½ served as sole dealer manager for Clear Blue Insurance Group on a tender offer of 7.00% senior notes offering due in 2025 Senior Notes Sole Admin Agent
Published 12/01/2021 Tradition Bancshares 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 Tradition Bancshares on a 3.95% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Pelorus Equity Group Financing Senior Notes $7.8 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Pelorous Equity Group on a senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 CW Bancorp Financing Subordinated Notes $17.5 Million Financial Services Â鶹´«Ã½ served as co-placement agent for CW Bancorp on a 3.25% rate fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Co-Lead
Published 12/01/2021 Pelorus Equity Group Financing Senior Notes $50.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Pelorous Equity Group on a 7.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Ready Capital Financing Senior Notes $110.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole bookrunner for Ready Capital on a 5.50% senior notes offering due in 2028 Senior Notes Left Bookrunner

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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