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Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 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 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 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 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 Engineered Fastener Company Mergers & Acquisitions Sell-Side Services & Industrials, Distribution Â鶹´«Ã½ served as sell-side advisor for EFC International, a portfolio company of Quad-C Management, on sale to Frontenac Company EFC International, a portfolio company of Quad-C Management, has been acquired by Frontenac Company 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 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 11/01/2021 QCR Holdings, Inc. Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for QCR Holdings, Inc. on acquisition of Guaranty Bank QCR Holdings, Inc. has acquired Guaranty Bank Financial Advisor
Published 11/01/2021 Flushing Financial Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $125.0 Million Financial Services, Depositories Â鶹´«Ã½ served as left bookrunner for Flushing Financial Corp. on a 3.125% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Left Bookrunner
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 Renasant Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $200.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Renasant Corporation on a 3.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
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 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 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 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 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 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 Unum Group Mergers & Acquisitions Division Carve Out Financial Services, Insurance Â鶹´«Ã½ served as financial advisor to Unum Group in their announced agreement to sell Unum's Medical Stop Loss Business to The Amyntra Group Unum Group has announced the sale of its Medical Stop Loss Business to The Amynta Group Financial Advisor
Published Kanebridge Corporation Mergers & Acquisitions Sell-Side $315.0 Million Services & Industrials, Distribution Â鶹´«Ã½ served as sole financial advisor for Kanebridge Corporation on its announced sale to Hillman
Kanebridge Corporation has entered into a definitive agreement to be acquired by Hillman 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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