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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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.