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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 06/24/2021 Mister Car Wash Financing IPO $646.8 Million Consumer, Services & Industrials, Industrial Services Â鶹´«Ã½ served as co-manager for Mister Car Wash, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 06/23/2021 Bright Health Group Inc. Financing IPO $924.3 Million Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as bookrunner for Bright Health Group, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 06/23/2021 Cortland Bancorp Mergers & Acquisitions Sell-Side $124.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Cortland Bancorp on sale to Farmers National Banc Corp. Cortland Bancorp has been acquired by Farmers National Banc Corp. Financial Advisor
Published 06/23/2021 Confluent, Inc. Financing IPO $828.0 Million Technology, Software Â鶹´«Ã½ served as co-manager for Confluent, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 06/23/2021 Doximity, Inc. Financing IPO $696.6 Million Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as bookrunner for Doximity, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 06/23/2021 Monte Rosa Therapeutics Financing IPO $255.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Monte Rosa Therapeutics, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published Workforce Analytics Provider Financing Senior Term Loan $90.0 Million Technology, Software Â鶹´«Ã½ served as sole staple agent for a workforce analytics provider Senior Term Loan and Revolver Sole Staple Provider
Published Mid Penn Bancorporation Mergers & Acquisitions Fairness Opinion $53.9 Million Financial Services, Depositories Â鶹´«Ã½ provided a fairness opinion for Mid Penn Bancorporation, Inc. on announced acquisition of Brunswick Bancorp Fairness Opinion Financial Advisor
Published Pinstripes Mergers & Acquisitions Minority Investment Consumer, Restaurants Â鶹´«Ã½ served as financial advisor for Pinstripes on receiving of a growth capital investment Financial Advisor
Published ACNB Corporation Mergers & Acquisitions Buy-Side $73.5 Million Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for ACNB Corporation in the announced acquisition of Traditions Bancorp ACNB Corporation has agreed to acquire Traditions Bancorp Financial Advisor
Published Mergers & Acquisitions Sell-Side $80.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor to Marine Bancorp of Florida on the announced acquisition to ELGA Credit Union Marine Bancorp of Florida has announced their acquisition by ELGA Credit Union Financial Advisor
Published Premier Financial Corp Mergers & Acquisitions Sell-Side $959.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor to Premier Financial Corp on its announced merger with WesBanco
Premier Financial Corp. has agreed to be acquired by WesBanco Financial Advisor
Published Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ has served as the buy-side advisor to PeoplesBancorp, MHC, the parent company of PeoplesBank on its proposed merger with Cornerstone Bank PeoplesBancorp, MHC, the parent company of PeoplesBank has announced its proposal to merge under Cornerstone Bank Financial Advisor
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 Mondee Restructuring Chapter 11 Reorganization Technology, Internet & Digital Media Â鶹´«Ã½ served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published Mergers & Acquisitions Sell-Side $267.0 Million Financial Services, Depositories Â鶹´«Ã½ served as the sell-side advisor to Piedmont Bancorp in the announced merge with United Bankshares, Inc. Piedmont Bancorp announced its merge with United Bankshares, Inc Financial Advisor
Published BCB Bancorp, Inc. Debt Capital Markets Subordinated Notes $40.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent to BCB Bank on its announced subordinated notes offering Subordinated Notes Offering Sole Placement Agent
Published DMV Technology Solutions Provider Financing Senior Term Loan $75.0 Million Technology, Software Â鶹´«Ã½ served as sole underwriter and administrative agent for a DMV technology solutions provider Senior Term Loan and Revolver Sole Underwriter
Published The First of Long Island Corporation Mergers & Acquisitions Sell-Side $284.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for The First of Long Island Corporation on agreed merger with ConnectOne Bancorp
The First of Long Island Corporation has agreed to be acquired by ConnectOne Bancorp Financial Advisor
Published Evans Bancorp Inc. Mergers & Acquisitions Sell-Side $236.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sell-side advisor for Evans Bancorp on announced merger with NBT Bancorp
Evans Bancorp has agreed to merge with NBT Bancorp 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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