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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 Summit Financial Group Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $75.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Summit Financial Group on a 3.25% fixed-to-floating 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 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 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 Victory Capital Financing Follow-On Offering $156.4 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as co-manager for Victory Capital on a follow-on offering Follow-On Offering Co-Manager
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 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 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 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 MidWestOne Financial Group, Inc. Mergers & Acquisitions Buy-Side $47.6 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for MidWestOne Financial Group, Inc. on acquisition of Iowa First Bancshares Corp. MidWestOne Financial Group, Inc. has acquired Iowa First Bancshares Corp. 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 10/29/2021 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 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 10/28/2021 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 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

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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