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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/01/2021 FinWise Bancorp Equity Capital Markets IPO $42.3 Million Financial Services, Depositories Â鶹´«Ã½ served as active bookrunner for FinWise on its initial public offering Initial Public Offering Active Bookrunner
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 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
Published 11/01/2021 Third Coast Bancshares, Inc. Equity Capital Markets IPO $87.5 Million Financial Services, Depositories Â鶹´«Ã½ served as active bookrunner for Third Coast Bancshares, Inc. Initial Public Offering Active Bookrunner
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 10/29/2021 Titanium Exploration Partners LLC Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Upstream Â鶹´«Ã½ served as financial advisor for Castlelake on divestiture of its non-operating wellbore interest and a portion of its undeveloped leasehold managed to Titanium Exporation Partners, LLC Castlelake has divested its non-operating wellbore interest and a portion of its undeveloped leasehold managed to Titanium Exporation Partners, LLC Financial Advisor
Published 10/29/2021 Molded Devices, Inc. Financing Senior Term Loan Healthcare, Med-Tech Â鶹´«Ã½ served as sole placement agent for Molded Devices, Inc. on its debt capital raise Senior Term Loan Financial Advisor
Published 10/29/2021 Udemy, Inc. Financing IPO $439.4 Million Technology, Internet & Digital Media Â鶹´«Ã½ served as co-manager for Udemy, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 10/28/2021 Sonendo, Inc. Financing IPO $93.6 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Sonendo, Inc. on on its initial public offering Initial Public Offering Active Bookrunner
Published 10/28/2021 Elite Body Sculpture, Inc. Financing IPO $88.5 Million Consumer, Health & Wellness Services Â鶹´«Ã½ served as bookrunner for AirSculpt Technologies, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 10/27/2021 Solo Brands Financing IPO $252.0 Million Consumer, Diversified Consumer Products Â鶹´«Ã½ served as bookrunner for Solo Brands, Inc. on its initial public offering Initial Public Offering Left Bookrunner
Published 10/27/2021 Repare Therapeutics Inc. Financing CMFO $101.2 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Repare Therapeutics Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 10/26/2021 Rent The Runway, Inc. Financing IPO $357.0 Million Consumer, Retail & Disruptive Commerce Â鶹´«Ã½ served as bookrunner for Rent the Runway, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 10/26/2021 Harvey Performance Company, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Â鶹´«Ã½ served as sell-side advisor for Harvey Performance Company, a portfolio company of Summit Partners, on sale to Berkshire Partners Harvey Performance Company, a portfolio company of Summit Partners, has been acquired by Berkshire Partners Financial Advisor
Published 10/25/2021 All My Sons Moving & Storage Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Â鶹´«Ã½ served as co-advisor for All My Sons, a portfolio company of Sterling Investment Partners, on sale to Golden Gate Capital All My Sons, a portfolio company of Sterling Investment Partners, has been acquired by Golden Gate Capital Co-Lead
Published 10/25/2021 FoundOcean Holdings Limited Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as sell-side advisor for FoundOcean Holdings Limited on sale to Venterra Group FoundOcean Holdings Limited has been acquired by Venterra Group Financial Advisor
Published 10/25/2021 Controlled Products, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Building Products Â鶹´«Ã½ served as sell-side advisor for Controlled Products, LLC, a portfolio company of Clearview Capital, on sale to Sentinel Capital Partners Controlled Products, LLC, a portfolio company of Clearview Capital, has been acquired by Sentinel Capital Partners Financial Advisor
Published 10/25/2021 Paragon 28, Inc. Financing IPO $143.8 Million Healthcare, Med-Tech Â鶹´«Ã½ served as joint lead bookrunner for Paragon 28, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 10/21/2021 Minerva Surgical Inc. Financing IPO $75.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Minerva Surgical, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 10/20/2021 Ventyx Biosciences Financing IPO $174.3 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Ventyk Biosciences, Inc. 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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