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 KLX Energy Services Financing At the Market Offering $50.0 Million Energy, Power & Infrastructure, Energy & Power Services & Equipment Âé¶¹´«Ã½ served as placement agent for KLX Energy Services on an ATM offering
ATM Offering Sole Placement Agent
Published The First of Long Island Corporation Mergers & Acquisitions Sell-Side $284.0 Million Financial Services, Depositories Âé¶¹´«Ã½ served as sell-side advisor for The First of Long Island Corporation on agreed merger with ConnectOne Bancorp
The First of Long Island Corporation has agreed to be acquired by ConnectOne Bancorp Financial Advisor
Published Mondee Restructuring Chapter 11 Reorganization Technology, Internet & Digital Media Âé¶¹´«Ã½ served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization 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

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.