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 $267.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as the sell-side advisor to Piedmont Bancorp in the announced merge with United Bankshares, Inc. Piedmont Bancorp announced its merge with United Bankshares, Inc Financial Advisor
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 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

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.