Investment Banking Transactions

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Investment Banking Transactions

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	Client	Type	Sub-Type	Amt.	Logo	Sector/Sub-Sector	Description	Tombstone Description	PSC Role
Published	Unum Group	Mergers & Acquisitions	Division Carve Out		Image Image	Financial Services, Insurance	�鶹��ý 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	BCB Bancorp, Inc.	Debt Capital Markets	Subordinated Notes	$40.0 Million	Image	Financial Services, Depositories	�鶹��ý served as sole placement agent to BCB Bank on its announced subordinated notes offering	Subordinated Notes Offering	Sole Placement Agent
Published		Mergers & Acquisitions	Sell-Side		Image Image Image	Financial Services, Insurance	�鶹��ý served as sell-side advisor for Sunstar Insurance Group a portfolio company of Brown Brothers Harriman in the announced acquisition to Reverence Capital Partners	Sunstar Insurance Group a portfolio company of Brown Brothers Harriman has agreed to be acquired by Reverence Capital Partners	Financial Advisor

Date

Client

Type

Sub-Type

Amt.

Logo

Sector/Sub-Sector

Description

Tombstone Description

PSC Role

Published

Unum Group

Mergers & Acquisitions

Division Carve Out

Financial Services, Insurance

�鶹��ý 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

BCB Bancorp, Inc.

Debt Capital Markets

Subordinated Notes

$40.0 Million

Financial Services, Depositories

�鶹��ý served as sole placement agent to BCB Bank on its announced subordinated notes offering

Subordinated Notes Offering

Sole Placement Agent

Published

Mergers & Acquisitions

Sell-Side

Financial Services, Insurance

�鶹��ý served as sell-side advisor for Sunstar Insurance Group a portfolio company of Brown Brothers Harriman in the announced acquisition to Reverence Capital Partners

Sunstar Insurance Group a portfolio company of Brown Brothers Harriman has agreed to be acquired by Reverence Capital Partners

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.