Âé¶¹´«Ã½

Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published Pinstripes Mergers & Acquisitions Minority Investment Consumer, Restaurants Âé¶¹´«Ã½ served as financial advisor for Pinstripes on receiving of a growth capital investment Financial Advisor
Published Mergers & Acquisitions Fairness Opinion Financial Services, Depositories Âé¶¹´«Ã½ served as sell-side advisor and provided a fairness opinion to Greenwoods Financial in the announced acquisition by Christopher M. George
Greenwoods State Bank has announced to be acquired by Christopher M. George Financial Advisor
Published Mergers & Acquisitions Sell-Side Financial Services, Insurance Âé¶¹´«Ã½ 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

Âé¶¹´«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.