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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 02/01/2022 BT Holdings, Inc. Mergers & Acquisitions Sell-Side $315.5 Million Financial Services, Depositories Â鶹´«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 National Class A Office Real Estate Operator Financing Senior Notes $105.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for a National Class A Office Real Estate Operator on 6.50% senior notes due in 2027 Senior Notes Sole Placement Agent
Published 02/01/2022 Care Services, LLC Mergers & Acquisitions Division Carve Out Healthcare, Healthcare Services Â鶹´«Ã½ served as sell-side advisor for Care Services, LLC, a portfolio company of New Capital Partners, on divestiture of Hospice Pharmacy Solutions to Humana Care Services, LLC, a portfolio company of New Capital Partners, has divested Hospice Pharmacy Solutions to Humana Financial Advisor
Published 02/01/2022 Axos Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $150.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Axos Financial on a 4.00% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active Bookrunner
Published 02/01/2022 FirstPerryton Bancorp, 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 FirstPerryton Bancorp, Inc., holding company for FirstBank Southwest, on a 3.75% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 01/20/2022 Ellington Financial Financing At the Market Offering $100.0 Million Financial Services, Real Estate Â鶹´«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 Consumer, Diversified Consumer Products, Services & Industrials, Industrial Services Â鶹´«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 Healthcare, Information-Driven Healthcare Â鶹´«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 Technology, Software Â鶹´«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 Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«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 SK Capital Partners Mergers & Acquisitions Buy-Side $900.0 Million Chemicals Â鶹´«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 01/13/2022 Mocana Corporation Mergers & Acquisitions Sell-Side Technology, Software Â鶹´«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 01/05/2022 Qbase Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«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 Financial Services, Depositories Â鶹´«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 Financial Services, Depositories Â鶹´«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 AQUIS and K18 Hair Financing Minority Capital Raise Consumer, Beauty & Personal Care Â鶹´«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 The National Security Group Mergers & Acquisitions Sell-Side $41.4 Million Financial Services, Insurance Â鶹´«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 Project Daytona Private Capital Advisory Secondary Capital $58.0 Million Financial Services, Asset & Wealth Management Â鶹´«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 Financial Services, Insurance Â鶹´«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 CFSB Bancorp, Inc. Equity Capital Markets Follow-On Offering $28.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole selling agent for CFSB Bancorp, Inc. on a follow-on offering Follow-On Offering Sole Admin 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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