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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 12/17/2025 Heritage Commerce Corp Mergers & Acquisitions Sell-Side $811.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Heritage Commerce Corp on its announced merger with CVB Financial Corp. Heritage Commerce Corp has agreed to merge with CVB Financial Corp. Financial Advisor
Published 12/17/2025 Greenray Energy Solutions Group Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Greenray Energy Solutions Group on its sale to Flowserve Corporation Greenray Energy Solutions has been acquired by Flowserve Corporation Financial Advisor
Published 12/15/2025 Customers Bancorp, Inc. Debt Capital Markets Subordinated Notes $100.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Customers Bancorp, Inc. on its subordinated notes offering Subordinated Notes Joint Bookrunner
Published 12/12/2025 Financial Institutions, Inc. Debt Capital Markets Subordinated Notes $80.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Financial Institutions, Inc. on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 12/12/2025 Flatiron Search Partners Mergers & Acquisitions Sell-Side Services & Industrials, Business Services Â鶹´«Ã½ served as sell-side advisor for Flatiron Search Partners on its sale to Nonantum Capital Partners Flatiron Search Partners has been acquired by Nonantum Capital Partners Financial Advisor
Published 12/11/2025 EMC National Life Insurance Mergers & Acquisitions Division Carve Out Financial Services, Insurance Â鶹´«Ã½ served as financial advisor for EMC Insurance on its announced sale of its Life Insurance Business to Avocet Partners with a significant investment by Oaktree Capital Management and Lane42 EMC Insurance has announced the sale of its Life Insurance Business to Avocet Partners, with a significant investment by Oaktree Capital Management and Lane42 Financial Advisor
Published 12/11/2025 Grasshopper Bank Mergers & Acquisitions Fairness Opinion $369.0 Million Financial Services, Depositories, Specialty Finance Â鶹´«Ã½ served as financial advisor for Grasshopper Bank on its announced sale to Enova International Grasshopper Bank has agreed to be acquired by Enova International Financial Advisor
Published 12/11/2025 Miami International Holdings, Inc. Equity Capital Markets Follow-On Offering Financial Services, FinTech Â鶹´«Ã½ served as bookrunner for Miami International Holdings, Inc. on its follow-on offering Follow-On Offering Active Bookrunner
Published 12/11/2025 Tenaya Therapeutics Equity Capital Markets CMFO Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Tenaya Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 12/11/2025 USA Industries Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for USA Industries, a portfolio company of Sky Island Capital, on its sale to Levine Leichtman Capital Partners USA Industries, a portfolio company of Sky Island Capital, has been acquired by Levine Leichtman Capital Partners Financial Advisor
Published 12/10/2025 SILAC Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for SILAC on its announced sale to Hildene Capital Management SILAC has agreed to be acquired by Hildene Capital Management Financial Advisor
Published 12/10/2025 Northpointe Bancshares, Inc. Debt Capital Markets Subordinated Notes $70.0 Million Financial Services, Depositories Â鶹´«Ã½ served as lead placement agent for Northpointe Bancshares Inc. on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 12/09/2025 WSFS Financial Corporation Debt Capital Markets Senior Notes $200.0 Million Financial Services, Depositories Â鶹´«Ã½ served as lead left book-running manager for WSFS Financial Corporation on its senior notes offering Senior Notes Left Bookrunner
Published 12/08/2025 Ancala Partners Mergers & Acquisitions Buy-Side Chemicals Â鶹´«Ã½ served as buy-side advisor for Ancala Partners on its acquisition of Valentra from Hexion Ancala has acquired Valentra from Hexion Financial Advisor
Published 12/08/2025 Protara Therapeutics Equity Capital Markets CMFO $75.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Protara Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 12/08/2025 Mountain Commerce Bancorp Mergers & Acquisitions Sell-Side $150.1 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Mountain Commerce Bancorp on its announced merge with Home Bancsahres, Inc. Mountain Commerce Bancorp has agreed to merge with Associated Banc-Corp Financial Advisor
Published 12/05/2025 Capricor Therapeutics Equity Capital Markets CMFO $172.5 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Capricor Therapeutics on its CMFO Confidentially Marketed Follow-On Offering Left Bookrunner
Published 12/02/2025 Kestra Medical Technologies Equity Capital Markets Follow-On Offering $158.7 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Kestra Medical Technologies on its follow-on offering Follow-On Offering Active Bookrunner
Published 12/01/2025 American National Corporation Mergers & Acquisitions Sell-Side $604.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for American National Corporation on its announced merger with Associated Banc-Corp The holding company for American National Bank has agreed to merge with Associated Banc-Corp Financial Advisor
Published 12/01/2025 Litman Gregory Wealth Management Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management iM Global Partner has sold Litman Gregory to Beacon Pointe 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.

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