Âé¶¹´«Ã½

Investment Banking Transactions

All Sectors/Sub-Sectors
filter caret
All Types
filter caret
All Regions
filter caret
loading
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 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 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 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.