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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | Premier Financial Corp | Mergers & Acquisitions | Sell-Side | $959.0 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as sell-side advisor to Premier Financial Corp on its announced merger with WesBanco |
Premier Financial Corp. has agreed to be acquired by WesBanco | Financial Advisor | |
| Published | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ has served as the buy-side advisor to PeoplesBancorp, MHC, the parent company of PeoplesBank on its proposed merger with Cornerstone Bank | PeoplesBancorp, MHC, the parent company of PeoplesBank has announced its proposal to merge under Cornerstone Bank | Financial Advisor | |||
| Published | DMV Technology Solutions Provider | Financing | Senior Term Loan | $75.0 Million | Image
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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 | Mergers & Acquisitions | Sell-Side | $267.0 Million | Image
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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 |
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.