Â鶹´«Ã½

Investment Banking Transactions

Clear Filters
All Sectors/Sub-Sectors
filter caret
All Types
filter caret
All Regions
filter caret
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 Dart Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $15.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Dart Financial Corporation, holding company for Dart Bank, on a 4.00% 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 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 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 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 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 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
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 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 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 South Street Securities Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $87.5 Million Financial Services, FinTech Â鶹´«Ã½ served as lead placement agent for South Street Securities on a 6.25% senior notes offering Senior Notes Joint Placement 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 Transverse Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $30.0 Million Financial Services, Insurance Â鶹´«Ã½ served as sole placement agent for Transverse Insurance Group on a 6.00% 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 Heartland Compression Services Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Heartland Compression Services, a division of Louisiana Machinery Company on sale of contract compression assets to Nova Compression Heartland Compression Services, a division of Louisiana Machinery Company, has sold contract compression assets to Nova Compression Financial Advisor
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 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 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

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.

© 2026 Â鶹´«Ã½. Since 1895. All rights reserved.