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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 Liberty Bancorp Mergers & Acquisitions Sell-Side Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Liberty Bancorp, holding company for Liberty Bank, on sale to DMG Bancshares Liberty Bancorp, holding company for Liberty Bank, has been acquired by DMG Bancshares 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 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 02/01/2022 TowneBank Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $250.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for TowneBank on a 3.125% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
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 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 01/19/2022 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 01/14/2022 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 Denmark Bancshares, Inc. Mergers & Acquisitions Sell-Side $119.0 Million Financial Services, Depositories Â鶹´«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 Radcliffe Capital Management, L.P. Mergers & Acquisitions Majority Stake Sale Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sell-side advisor for Radcliffe Capital Management on sale of a minority stake to Kudu Investment Management
 Radcliffe Capital Management has sold a minority stake to Kudu Investment Management
 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 O'Shares ETFs Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as financial advisor for O'Shares ETFs on a strategic transaction with SS&C ALPS Advisors
 O'Shares ETFs has completed a strategic transaction with SS&C ALPS Advisors
 Financial Advisor
Published 01/01/2022 First Foundation Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $150.0 Million Financial Services, Depositories Â鶹´«Ã½ served as left bookrunner for First Foundation on a 3.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
Published 01/01/2022 Home BancShares Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $300.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole bookrunner for Home BancShares on a 3.125% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Left Bookrunner
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

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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