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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 12/01/2021 Wallkill Valley Savings and Loan Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Wallkill Valley Federal Savings and Loan on acquisition of one branch from Empire State Bank Wallkill Valley Federal Savings and Loan has acquired one branch from Empire State Bank Financial Advisor
Published 12/01/2021 GBank Financial Holdings Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $20.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Gbank Financial Holdings Inc. on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 VCT Holdings, LLC Financing Subordinated Notes $55.0 Million Financial Services Â鶹´«Ã½ served as sole placement agent for VCT Holdings, LLC on a 6.00% senior notes offering due in 2016 Senior Notes Sole Placement Agent
Published 12/01/2021 Arbor Realty Trust, Inc. Financing Senior Notes $180.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Arbor Realty Trust, Inc. on a 5.00% senior notes offering due in 2028 Senior Notes Sole Placement Agent
Published 12/01/2021 Ameris Bancorp Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Ameris Bancorp on acquisition of Balboa Capital Ameris Bancorp has acquired Balboa Capital Financial Advisor
Published 12/01/2021 JD Bancshares, 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 JD Bancshares, Inc., holding company for JD Bank, on a 3.75% 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 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 $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 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 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 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 $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 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 11/30/2021 AECOM Mergers & Acquisitions Division Carve Out Technology, Technology Services Â鶹´«Ã½ served as sell-side advisor for AECOM on divestiture of Canadian Oil & Gas to Graham Construction AECOM has divested Canadian Oil & Gas to Graham Construction Financial Advisor
Published 11/30/2021 Resonetics, LLC. Mergers & Acquisitions Sell-Side $2.3 Billion Healthcare, Med-Tech Â鶹´«Ã½ served as sell-side advisor for Resonetics, LLC, a portfolio company of GTCR, on sale of a significant minority interest in Resonetics, LLC to The Carlyle Group GTCR has sold a significant stake in Resonetics, LLC to The Carlyle Group Financial Advisor
Published 11/30/2021 Soligent Holdings, Inc Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as sell-side advisor for Soligent Holdings, Inc. on sale to City Electric Supply Company Soligent Holdings, Inc. has been acquired by City Electric Supply Company Financial Advisor
Published 11/30/2021 Restore Hyper Wellness + Cryotherapy Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services Â鶹´«Ã½ served as financial advisor for Restore Hyper WEllness + Cryotherapy (Austin Cryo Ventures, LLC) on a significant investment from General Atlantic Minority Investment Financial Advisor
Published 11/29/2021 Quilvest Capital Partners Mergers & Acquisitions Buy-Side Healthcare, Healthcare Services Â鶹´«Ã½ served as buy-side advisor for Quilvest Capital Partners on acquisition of UrgentMED Quilvest Capital Partners has acquired UrgentMED Financial Advisor
Published 11/29/2021 Quilvest Capital Partners Financing Senior Term Loan $190.0 Million Healthcare, Healthcare Services Â鶹´«Ã½ served as sole placement agent for Quilvest Capital Partners’ acquisition financing of UrgentMED Senior Term Loan Sole Placement Agent

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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