Image
| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | 02/01/2022 | Recoil Resources | Mergers & Acquisitions | Division Carve Out | Image
|
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 | Kemper Corporation | Financing | Senior Notes | $400.0 Million | Image
|
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 | Flow Science | Mergers & Acquisitions | Sell-Side | Image
Image
Image
Image
|
Technology, Defense & Government | Âé¶¹´«Ã½ served as sell-side advisor for Flow Science on its sale to Dr. Flender Holding Gmbh | Flow Science has been acquired by Dr. Flender Holding Gmbh | Financial Advisor | |
| Published | 02/01/2022 | BT Holdings, Inc. | Mergers & Acquisitions | Sell-Side | $315.5 Million | Image
Image
Image
|
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 | 02/01/2022 | Vinings Bank | Mergers & Acquisitions | Sell-Side | Image
Image
|
Financial Services, Depositories | Âé¶¹´«Ã½ served as sell-side advisor for Vinings Bank on the sale of the majority of its assets and liabilities to Geogia's Own Credit Union | Vinings Bank has sold the majority of its assets and liabilities to Geogia's Own Credit Union | Financial Advisor | |
| Published | 01/20/2022 | Ellington Financial | Financing | At the Market Offering | $100.0 Million | Image
|
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 | Silobreaker Ltd | Mergers & Acquisitions | Sell-Side | $100.0 Million | Image
Image
|
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 | 01/19/2022 | Clinicient, Inc. | Mergers & Acquisitions | Sell-Side | Image
Image
Image
Image
|
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 | Hunter Fan Company, Inc. | Mergers & Acquisitions | Sell-Side | Image
Image
Image
|
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 | 01/14/2022 | Joule Processing, LLC | Mergers & Acquisitions | Sell-Side | Image
Image
|
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
Image
Image
|
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
Image
Image
|
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
Image
Image
|
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 | 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 | Denmark Bancshares, Inc. | Mergers & Acquisitions | Sell-Side | $119.0 Million | Image
Image
|
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 | HomeStreet, Inc. | Debt Capital Markets - Depositories, Real Estate & Financial Services | Subordinated Notes | $100.0 Million | Image
|
Financial Services, Depositories | Âé¶¹´«Ã½ served as bookrunner for HomeStreet on a 3.50% fixed-to-floating rate subordinated notes offering due in 2032 | Subordinated Notes | Active Bookrunner |
| Published | 01/01/2022 | AQUIS and K18 Hair | Financing | Minority Capital Raise | Image
Image
|
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 | |
| Published | 01/01/2022 | CFSB Bancorp, Inc. | Equity Capital Markets | Follow-On Offering | $28.0 Million | Image
|
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 | The National Security Group | Mergers & Acquisitions | Sell-Side | $41.4 Million | Image
|
Financial Services, Insurance | Âé¶¹´«Ã½ served as sell-side advisor for The National Security Group on sale to VR Insurance Holdings, Inc. | The National Security Group has been acquired by VR Insurance Holdings, Inc. | Financial Advisor |
| Published | 01/01/2022 | Mercer | Mergers & Acquisitions | Division Carve Out | Image
Image
|
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 |
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.