Investment Banking Transactions

Filter

	Client	Type	Sub-Type	Amt.	Logo	Sector/Sub-Sector	Description	Tombstone Description	PSC Role
Published	KLX Energy Services	Financing	At the Market Offering	$50.0 Million	Image	Energy, Power & Infrastructure, Energy & Power Services & Equipment	�鶹��ý served as placement agent for KLX Energy Services on an ATM offering	ATM Offering	Sole Placement Agent
Published	Premier Financial Corp	Mergers & Acquisitions	Sell-Side	$959.0 Million	Image Image	Financial Services, Depositories	�鶹��ý 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		Image Image	Financial Services, Depositories	�鶹��ý 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		Mergers & Acquisitions	Sell-Side	$267.0 Million	Image Image	Financial Services, Depositories	�鶹��ý 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

�鶹��ý 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.