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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | Workforce Analytics Provider | Financing | Senior Term Loan | $90.0 Million | Image
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Technology, Software | Âé¶¹´«Ã½ served as sole staple agent for a workforce analytics provider | Senior Term Loan and Revolver | Sole Staple Provider | |
| Published | Mergers & Acquisitions | Fairness Opinion | Image
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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 | Image
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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.