Âé¶¹´«Ã½

Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 12/01/2021 Ames Taping Tools Inc. Mergers & Acquisitions Sell-Side Services & Industrials, Building Products, Distribution Âé¶¹´«Ã½ served as sell-side advisor for Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, on its sale to GMS Inc. Ames Taping Tools Inc., a portfolio company of Sun Capital Partners, has been acquired by GMS Inc. Financial Advisor
Published 12/01/2021 Pelorus Equity Group Financing Senior Notes $7.8 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as sole placement agent for Pelorous Equity Group on a senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Pelorus Equity Group Financing Senior Notes $50.0 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as sole placement agent for Pelorous Equity Group on a 7.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Platform Partners Private Capital Advisory Capital Solutions Financial Services, Asset & Wealth Management Âé¶¹´«Ã½ served as sole placement agent for Platform Partners in the acquisition of SouthCoast Raised promoted equity for acquisition
Sole Placement Agent
Published 12/01/2021 Ready Capital Financing Senior Notes $110.0 Million Financial Services, Real Estate Âé¶¹´«Ã½ served as sole bookrunner for Ready Capital on a 5.50% senior notes offering due in 2028 Senior Notes Left Bookrunner
Published 12/01/2021 South Street Securities Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $87.5 Million Financial Services, FinTech Âé¶¹´«Ã½ served as lead placement agent for South Street Securities on a 6.25% senior notes offering Senior Notes Joint Placement Agent
Published 12/01/2021 Atlantic Union Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $250.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as joint bookrunner for Atlantic Union Bancshares on a 2.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
Published 11/30/2021 Resonetics, LLC. Mergers & Acquisitions Sell-Side $2.3 Billion Healthcare, Med-Tech Âé¶¹´«Ã½ served as sell-side advisor for Resonetics, LLC, a portfolio company of GTCR, on sale of a significant minority interest in Resonetics, LLC to The Carlyle Group GTCR has sold a significant stake in Resonetics, LLC to The Carlyle Group Financial Advisor
Published 11/30/2021 AECOM Mergers & Acquisitions Division Carve Out Technology, Technology Services Âé¶¹´«Ã½ served as sell-side advisor for AECOM on divestiture of Canadian Oil & Gas to Graham Construction AECOM has divested Canadian Oil & Gas to Graham Construction Financial Advisor
Published 11/30/2021 Soligent Holdings, Inc Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Renewables & Clean Energy Âé¶¹´«Ã½ served as sell-side advisor for Soligent Holdings, Inc. on sale to City Electric Supply Company Soligent Holdings, Inc. has been acquired by City Electric Supply Company Financial Advisor
Published 11/30/2021 Restore Hyper Wellness + Cryotherapy Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services Âé¶¹´«Ã½ served as financial advisor for Restore Hyper WEllness + Cryotherapy (Austin Cryo Ventures, LLC) on a significant investment from General Atlantic Minority Investment Financial Advisor
Published 11/29/2021 Quilvest Capital Partners Mergers & Acquisitions Buy-Side Healthcare, Healthcare Services Âé¶¹´«Ã½ served as buy-side advisor for Quilvest Capital Partners on acquisition of UrgentMED Quilvest Capital Partners has acquired UrgentMED Financial Advisor
Published 11/29/2021 Quilvest Capital Partners Financing Senior Term Loan $190.0 Million Healthcare, Healthcare Services Âé¶¹´«Ã½ served as sole placement agent for Quilvest Capital Partners’ acquisition financing of UrgentMED Senior Term Loan Sole Placement Agent
Published 11/25/2021 Beauty Industry Group, LLC Mergers & Acquisitions Sell-Side Consumer, Beauty & Personal Care Âé¶¹´«Ã½ served as sell-side advisor for Beauty Industry Group, Inc., a portfolio company of HGGC, on sale to L Catterton Beauty Industry Group, Inc., a portfolio company of HGGC, has been acquired by L Catterton Financial Advisor
Published 11/25/2021 Medbio Inc. Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Âé¶¹´«Ã½ served as sell-side advisor for Medbio, LLC, a portfolio company of Graham Partners, Inc., on sale to Berwind Corporation Medbio, LLC, a portfolio company of Graham Partners, Inc., has been acquired by Berwind Corporation Financial Advisor
Published 11/23/2021 Ovme Mobile, LLC Mergers & Acquisitions Sell-Side Consumer, Health & Wellness Services Âé¶¹´«Ã½ served as sell-side advisor for OVME, LLC on sale to VMG Partners OVME, LLC has been acquired by VMG Partners Financial Advisor
Published 11/22/2021 Integrated Power Services, LLC Mergers & Acquisitions Sell-Side Services & Industrials, Industrial Services Âé¶¹´«Ã½ served as sell-side advisor for Integrated Power Services, LLC, a portfolio company of Odyssey Investment Partners, on sale to Searchlight Capital Partners Integrated Power Services, LLC, a portfolio company of Odyssey Investment Partners, has been acquired by Searchlight Capital Partners Financial Advisor
Published 11/18/2021 SEMrush Holdings, Inc. Financing Follow-On Offering $102.5 Million Technology, Software Âé¶¹´«Ã½ served as co-manager for SEMrush Holdings, Inc. on its follow on offering Follow-On Offering Co-Manager
Published 11/18/2021 Alignment Healthcare, Inc. Equity Capital Markets Follow-On Offering $193.2 Million Healthcare, Information-Driven Healthcare Âé¶¹´«Ã½ served as bookrunner for Alignment Healthcare, Inc. on a follow-on offering Follow-On Offering Passive Bookrunner
Published 11/18/2021 Privia Health Group, Inc. Equity Capital Markets Follow-On Offering $174.0 Million Healthcare, Information-Driven Healthcare Âé¶¹´«Ã½ served as bookrunner for Privia Health Group, Inc. on a follow-on offering Follow-On Offering Active Bookrunner

Âé¶¹´«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.