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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 09/13/2021 Niacet Corporation Mergers & Acquisitions Sell-Side $1.0 Billion Chemicals Â鶹´«Ã½ advised advised SK Capital Partners on the sale of its portfolio company, Niacet Corporation, to Kerry Group plc. SK Capital Partners has been acquired by Niacet Corporation to Kerry Group plc. Financial Advisor
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 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 09/10/2021 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 09/09/2021 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 09/09/2021 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 09/07/2021 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 AgTexas Farm Credit Services Equity Capital Markets Preferred Stock $80.0 Million Financial Services Â鶹´«Ã½ served as sole bookrunner for Ag Texas Farm Credit Services on a 5.75% fixed-rate reset cumulative perpetual preferred stock offering Preferred Stock Left Bookrunner
Published 09/01/2021 Bank OZK Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $350.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole bookrunner for Bank OZK on a 2.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Left Bookrunner
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 ConnectOne Bancorp, Inc. Equity Capital Markets Preferred Stock $115.0 Million Financial Services, Depositories Â鶹´«Ã½ served as active bookrunner for ConnectOne Bancorp, Inc. on a 5.25% fixed-rate reset non-cumulative perpetual preferred stock Preferred Stock Active Bookrunner
Published 09/01/2021 Jamesmark 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 Jamesmark Bancshares, Inc. on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
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 LedgerX Mergers & Acquisitions Sell-Side Financial Services, FinTech Â鶹´«Ã½ served as sell-side advisor for LedgerX on sale to FTX.US LedgerX has been acquired by FTX.US Financial Advisor
Published 09/01/2021 United Fidelity Bank Equity Capital Markets Preferred Stock $20.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for United Fidelity Bank on a 7.00% non-cululative perpetual preferred stock offering Preferred Stock Sole Placement Agent
Published 09/01/2021 Lakeland Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $150.0 Million Financial Services, Depositories Â鶹´«Ã½ served as bookrunner for Lakeland Bancorp, Inc. on a 2.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
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 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 Cecil Bancorp, Inc. Financing Minority Capital Raise $10.0 Million Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Cecil Bancorp, Inc. on a private placement of common stock Cecil Bancorp received a Minority Growth Investment 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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