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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 09/09/2021 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 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 09/07/2021 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 09/01/2021 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 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 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 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 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 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 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
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 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 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 Alternative Asset Manager Financing Senior Notes $10.5 Million Financial Services, Asset & Wealth Management Â鶹´«Ã½ served as sole placement agent for an alternative asset manager on a senior unsecured notes offering Senior Unsecured Notes Offering Sole Placement Agent
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 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 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

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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