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 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
Published DMV Technology Solutions Provider Financing Senior Term Loan $75.0 Million Technology, Software Âé¶¹´«Ã½ served as sole underwriter and administrative agent for a DMV technology solutions provider Senior Term Loan and Revolver Sole Underwriter
Published ACNB Corporation Mergers & Acquisitions Buy-Side $73.5 Million Financial Services, Depositories Âé¶¹´«Ã½ served as buy-side advisor for ACNB Corporation in the announced acquisition of Traditions Bancorp ACNB Corporation has agreed to acquire Traditions Bancorp 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.