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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | Evans Bancorp Inc. | Mergers & Acquisitions | Sell-Side | $236.0 Million | Image
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Financial Services, Depositories | Âé¶¹´«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 | |
| Published | Abacus Life, Inc. | Financing | Senior Notes | Image
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Financial Services, Diversified Financials | Âé¶¹´«Ã½ served as lead bookrunner for Abacus Life, Inc. on a senior notes offering | Senior Notes | Lead Bookrunner | ||
| Published | Mid Penn Bancorporation | Mergers & Acquisitions | Fairness Opinion | $53.9 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ provided a fairness opinion for Mid Penn Bancorporation, Inc. on announced acquisition of Brunswick Bancorp | Fairness Opinion | 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.