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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 09/11/2021 PAI Partners Mergers & Acquisitions Buy-Side Consumer, Food & Beverage Â鶹´«Ã½ served as buy-side advisor for PAI Partners on acquistion of Winterbotham Darby PAI Partners has acquired Winterbotham Darby Financial Advisor
Published 09/10/2021 Venterra Group Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Renewables & Clean Energy Â鶹´«Ã½ served as buy-side advisor for Venterra on acquisition of Osbit Limited Venterra has acquired Osbit Limited Financial Advisor
Published 09/10/2021 AeroPress, Inc. Mergers & Acquisitions Sell-Side Consumer, Diversified Consumer Products Â鶹´«Ã½ served as financial advisor for AeroPress Inc. on an investment from Tiny Capital LTD. AeroPress Inc. are the makers of the AeroPress® coffee maker AeroPress Inc. has received an investment from Tiny Capital LTD Financial Advisor
Published 09/09/2021 McAfee Corp. Financing Follow-On Offering $487.4 Million Technology, Software Â鶹´«Ã½ served as co-manager for McAfee Corp. on a follow-on offering Follow-On Offering Co-Manager
Published 09/09/2021 Global-eOnline Ltd. Financing Follow-On Offering $883.2 Million Technology, Software Â鶹´«Ã½ served as co-manager for Global-E Online Ltd. on its follow-on offering Follow-On Offering Co-Manager
Published 09/07/2021 Blackstone Inc. Mergers & Acquisitions Sell-Side $5.0 Billion Technology, Hardware Â鶹´«Ã½ served as buy-side advisor for The Blackstone Group on acquisition of The Chamberlain Group, a subsidiary of The Duchossois Group, Inc. Blackstone Inc. has acquired The Chamberlain Group LLC, a subsidiary of The Duchossois Group, Inc. Financial Advisor
Published 09/07/2021 Confidio, LLC Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as sell-side advisor for Confidio, LLC on sale to RxBenefits, Inc. Confidio, LLC has been acquired by RxBenefits, Inc. Financial Advisor
Published 09/01/2021 Western Alliance Bancorporation Equity Capital Markets Preferred Stock $300.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Western Alliance Bancorporation on a 4.25% fixed-rate resert non-cumulative perpetual preferred stock offering Preferred Stock Active Bookrunner
Published 09/01/2021 Orange County Bancorp, inc. Equity Capital Markets IPO $38.5 Million Financial Services, Depositories Â鶹´«Ã½ served as left bookrunner for Orange County Bancorp, inc. on its initial public offering Initial Public Offering Left Bookrunner
Published 09/01/2021 MVB Financial Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $30.0 Million Financial Services, Depositories Â鶹´«Ã½ served as co-placement agent for MVB on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Joint Placement Agent
Published 09/01/2021 OFB Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $30.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for OFB Bancshares, Inc. on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 09/01/2021 Ark Invest Mergers & Acquisitions Strategic Advisory Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as financial advisor for ARK Invest on the repurchase of 100% of the equity interests in ARK Invest held by Resolute Investment Managers
 ARK Invest has repurchased 100% of the equity interests in ARK Invest held by Resolute Investment Managers
 Financial Advisor
Published 09/01/2021 National Bank of New York City Mergers & Acquisitions Sell-Side $36.4 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for National Bank of New York City on sale to Newtek National Bank of New York City has been acquired by Newtek Financial Advisor
Published 09/01/2021 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $28.4 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Florida Business Bank Seacoast Banking Corporation of Florida has acquired Florida Business Bank Financial Advisor
Published 09/01/2021 Falcon Private Holdings, LLC Mergers & Acquisitions Sell-Side $445.0 Million Chemicals Â鶹´«Ã½ advised Falcon Private Holdings, LLC, on sale of Aristech Surfaces LLC to Trinseo Falcon Private Holdings, LLC, has been acquired by Aristech Surfaces LLC to Trinseo Financial Advisor
Published 09/01/2021 Euclid Transactional Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for Euclid Transactional on sale of a minority stake to Searchlight Euclid Transactional has sold a minority stake to Searchlight Financial Advisor
Published 09/01/2021 Dakota Financial Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $30.0 Million Financial Services, Specialty Finance Â鶹´«Ã½ served as sole placement agent for Dakota Financial on a 5.00% senior unsecured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 09/01/2021 Project Creeky Private Capital Advisory Secondary Capital $36.0 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole financial advisor on the LP Portfolio Sale LP Portfolio Sale
 Secondary Advisor
Published 09/01/2021 AIG Mergers & Acquisitions Sell-Side Financial Services, Insurance Â鶹´«Ã½ served as sell-side advisor for AIG on sale of its stake in Attune to Coalition AIG has sold its stake in Attune to Coalition Financial Advisor
Published 09/01/2021 Beauty Industry Group Financing Senior Term Loan Consumer, Beauty & Personal Care Â鶹´«Ã½ Finance served as sole staple provider for Beauty Industry Group on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Staple Provider

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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