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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/09/2021 PAI Partners Mergers & Acquisitions Buy-Side Consumer, Food & Beverage Â鶹´«Ã½ served as buy-side advisor for PAI Partners on acquistion of Addo Food Group PAI Partners has acquired Addo Food Group Financial Advisor
Published 11/04/2021 Level One Bancorp, Inc. Mergers & Acquisitions Sell-Side $323.5 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Level One Bancorp, Inc. on sale to First Merchants Corporation Level One Bancorp, Inc. has been acquired by First Merchants Corporation Financial Advisor
Published 11/03/2021 Wilmington Paper Corporation Financing Senior Term Loan Services & Industrials, Business Services Â鶹´«Ã½ served as sole debt placement agent for Wilmington Paper Corp. on its debt capital raise from Bank of Ireland and Siemens Financial Services Senior Term Loan Financial Advisor
Published 11/03/2021 Arhaus, LLC Financing IPO $167.0 Million Consumer, Retail & Disruptive Commerce Â鶹´«Ã½ served as bookrunner for Arhaus, LLC on its initial public offering Initial Public Offering Active Bookrunner
Published 11/02/2021 Lincoln Park Bancorp Mergers & Acquisitions Sell-Side $17.6 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Lincoln Park Bancorp on sale to Ion Financial, MHC Lincoln Park Bancorp has been acquired by Ion Financial, MHC Financial Advisor
Published 11/02/2021 First National Bank of Omaha Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for First National Bank of Omaha on acquisition of Western States Bank First National Bank of Omaha has acquired Western States Bank Financial Advisor
Published 11/02/2021 H.I.G. Capital, LLC Mergers & Acquisitions Buy-Side Services & Industrials, Distribution Â鶹´«Ã½ served as buy-side advisor for H.I.G. Capital on acquisition of BECO Holding Company, a portfolio company of Behrman Capital H.I.G. Capital has acquired BECO Holding Company, a portfolio company of Behrman Capital Financial Advisor
Published 11/02/2021 Shelby County State Bank Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Shelby County State Bank on acquisition of First State Bancshares, Inc. Shelby County State Bank has acquired First State Bancshares, Inc. Financial Advisor
Published 11/02/2021 Impinj, Inc. Financing Convertible Offering $287.5 Million Technology, Hardware Â鶹´«Ã½ served as co-manager for Impinj, Inc. on a convertible offering Convertible Offering Co-Manager
Published 11/02/2021 Allbirds Financing IPO $348.0 Million Consumer, Retail & Disruptive Commerce Â鶹´«Ã½ served as co-manager for Allbirds on its initial public offering Initial Public Offering Co-Manager
Published 11/02/2021 Civista Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $75.0 Million Financial Services, Depositories Â鶹´«Ã½ served as lead placement agent for Civista Bancshares, Inc. on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Joint Placement Agent
Published 11/01/2021 Stonegate Capital Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Â鶹´«Ã½ served as sell-side advisor for Stonegate Capital on sale to SG Credit Partners Stonegate Capital has has been acquired by SG Credit Partners Financial Advisor
Published 11/01/2021 Broadmark Realty Capital Financing Senior Notes $100.0 Million Financial Services, Real Estate Â鶹´«Ã½ served as sole placement agent for Broadmark Realty Capital on a 5.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 11/01/2021 Universal Insurance Holdings Financing Senior Notes $100.0 Million Financial Services, Insurance Â鶹´«Ã½ served as sole placement agent for Universal Insurance Holdings on a 5.625% senior unsecured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 11/01/2021 Apex Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $50.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Apex Bancorp, Inc., holding company for Apex Bank, on a 4.25% fixed rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 11/01/2021 When I Work, Inc. Mergers & Acquisitions Sell-Side $200.0 Million Technology, Software Â鶹´«Ã½ served as financial advisor for When I Work, Inc. on a growth investment from Bain Capital Tech Opportunities When I Work, Inc. has received a growth investment from Bain Capital Tech Opportunities Financial Advisor
Published 11/01/2021 PB Partners Bancorp Mergers & Acquisitions Sell-Side Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for PB Partners Bancorp on sale to OceanFirst Bancorp PB Partners Bancorp has been acquired by OceanFirst Bancorp Financial Advisor
Published 11/01/2021 CCB Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $10.5 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for CCB on a 3.75% fixed-to-floating rate subordinated notes offering due in 2021 Subordinated Notes Sole Placement Agent
Published 11/01/2021 J.C. Flowers & Co. Mergers & Acquisitions Buy-Side Financial Services, Insurance Â鶹´«Ã½ served as buy-side advisor for J.C. Flowers & Co. on acquisition of Tricor Insurance J.C. Flowers & Co. has acquired Tricor Insurance Financial Advisor
Published 11/01/2021 Enfusion Financing IPO $318.8 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as active bookrunner for Enfusion on its initial public offering Initial Public Offering Active Bookrunner

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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