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 11/09/2021 ArborWorks Inc Financing Senior Term Loan Services & Industrials, Industrial Services Â鶹´«Ã½ served as sole debt placement agent for ArborWorks, Inc., a portfolio company of New State Capital Partners, LLC, on its debt capital raise in the form of a revolving credit facility Senior Term Loan Sole Placement Agent
Published 11/09/2021 Expensify, Inc. Financing IPO $302.1 Million Technology, Software Â鶹´«Ã½ served as co-manager for Expensify, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 11/09/2021 Rivian Automotive, Inc. Financing IPO $13.7 Billion Technology, EV/Mobility Â鶹´«Ã½ served as co-manager for Rivian Automotive, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 11/09/2021 Platinum Equity, LLC Mergers & Acquisitions Buy-Side $5.2 Billion Chemicals Â鶹´«Ã½ advised Platinum Equity on the acquisition of Solenis, a portfolio company of Clayton, Dubilier & Rice and BASF Platinum Equity acquired Solenis, a portfolio company of Clayton, Dubilier & Rice and BASF Financial Advisor
Published 11/09/2021 EverArc Holdings Mergers & Acquisitions Buy-Side $2.1 Billion Chemicals Â鶹´«Ã½ advised EverArc Holdings on its announced acquisition of 100% of Perimeter Solutions, a portfolio company of SK Capital EverArc Holdings acquired Perimeter Solutions, a portfolio company of SK Capital 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 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 11/03/2021 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 11/02/2021 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 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 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 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 11/02/2021 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 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 11/01/2021 Balance Point Capital Partners Mergers & Acquisitions Minority Investment Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as financial advisor for Balance Point Capital Partners on a strategic minority investment from Nassau Investment Group Balance Point Capital Partners has received a strategic minority investment from Nassau Investment Group Financial Advisor
Published 11/01/2021 Project Nala Private Capital Advisory Secondary Capital $161.0 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 11/01/2021 Claros Mortgage Trust Private Capital Advisory Capital Solutions $93.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole financial advisor to Carlos Mortgage Trust on the IPO of the commercial Mortgage REIT IPO of Commercial Mortgage REIT
 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 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

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.