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Recent Transactions

Announ­ce­ment Date Role Value
October 2025
Exclusive Financial Advisor to Inspire11, a Portfolio Company of Keystone Capital, on its Sale to Insight Enterprises
Undisclosed
October 2025
Exclusive Financial Advisor to Atlantic Quantum on its Sale to Google
Undisclosed
September 2025
Debt Capital Markets Advisor to ARMStrong Insurance Services on its Divestiture of Altus Receivables Management in Connection With a new Senior Secured Credit Facility, Inclusive of a Revolver and Term Loan With a Delayed-Draw Feature
Undisclosed
September 2025
Exclusive Financial Advisor to ARMStrong Insurance Services, a Portfolio Company of Bharcap Partners, on the Divestiture of  Altus Receivables Management to Astira Capital Partners
Undisclosed
September 2025
Sole Placement Agent and Sole Arranger to Verita, a Portfolio Company of GCP Capital Partners, on its new Senior Secured Credit Facility, Inclusive of a Revolver and Term Loan With a Delayed-Draw Feature
Undisclosed
September 2025
Joint Bookrunner to MBX Biosciences on its Follow-On Offering
$200 Million
September 2025
Financial Advisor to California Earthquake Authority Regarding Policy Alternatives to Address Wildfire Risk to Electric Utilities and Recapitalize the California Wildfire Fund (SB 254)
$18 Billion
September 2025
Joint Placement Agent to Oruka Therapeutics on its PIPE
$180 Million
September 2025
Joint Bookrunner to Legence on its Initial Public Offering
$728 Million
September 2025
Financial Advisor to Atlanticus Holdings on its Acquistion of Mercury Financial
$3.2 Billion of Gross Receivables
September 2025
Joint Placement Agent to Maze Therapeutics on its Private Placement
$150 Million
September 2025
Sole Structuring Advisor and Sole Placement Agent to Bojangles, a Portfolio Company of Durational Capital Management and The Jordan Company, on its Whole Business Securitization
$125 Million
September 2025
Joint Bookrunning Manager to Amylyx Pharmaceuticals on its Confidentially Marketed Public Offering
$201 Million
September 2025
Joint Bookrunner to Via Transportation on its Initial Public Offering
$493 Million
September 2025
Joint Bookrunner to American Electric Power on its Subordinated Notes Offering
$2 Billion
September 2025
Joint Bookrunner to Mirion Technologies on its Convertible Bond Offering
$375 Million
September 2025
Joint Bookrunner to uniQure on its Confidentially Marketed Public Offering
$345 Million
September 2025
Financial Advisor to SSI Strategy a Portfolio Company of Amulet Capital Partners on its Sale to Clinigen a Portfolio Company of Triton
Undisclosed
September 2025
Sole Financial Advisor to Embark on its Strategic Investment From Parthenon Capital
Undisclosed
August 2025
Exclusive Financial Advisor to Black Duck a Portfolio Company of Clearlake Capital and Francsico Partners on the Sale of its Services Business to UltraViolet Cyber
Undisclosed
August 2025
Financial Advisor to Slipstream IT, a Portfolio Company of GreyLion and Denali Growth Partners, on its Financing Transaction
Undisclosed
August 2025
Debt Capital Markets Advisor to Wipfli on its new Senior Secured Credit Facility, Inclusive of a Revolver and a Delayed-Draw Feature
Undisclosed
August 2025 – Pending
Financial Advisor to One Equity Partners on its Investment in Brown & Root
Undisclosed
August 2025
Exclusive Financial Advisor to MicroCare, a Portfolio Company of Heartwood Partners, on its Sale to Blue Sea Capital
Undisclosed
August 2025
Lead Left Bookrunner to Assembly Biosciences on its Underwritten Registered Direct Offering and Concurrent Private Placement
$175 Million
August 2025 – Pending
Financial Advisor to Trace3, a Portfolio Company of American Securities, on its Sale to Apollo
Undisclosed
August 2025 – Pending
Financial Advisor to Kelvion, a Portfolio Company of Triton, on its Majority Sale to Apollo
Undisclosed
August 2025 – Pending
Financial Advisor to Wipfli on its Strategic Investment From New Mountain Capital
Undisclosed
August 2025
Financial Advisor to GovOS, a Portfolio Company of Audax Private Equity, on its Sale to Avenu Insights & Analytics, a Portfolio Company of Arlington Capital Partners
Undisclosed
August 2025
Sole Placement Agent and Exclusive Financial Advisor to Atmosphere Data Centers on its Strategic Growth Investment From AGC Equity Partners
Undisclosed
August 2025 – Pending
Financial Advisor to Trexon, a Portfolio Company of Audax Private Equity, on its Sale to Amphenol
Undisclosed
August 2025
Sole Private Placement Agent and Sole Lead Arranger to Slipstream IT, a Portfolio Company of GreyLion and Denali Growth Partners, on its new Senior Secured Credit Facility, Inclusive of a Revolver and Delayed-Draw Feature
Undisclosed
August 2025
Joint Bookrunner to Compass Therapeutics on its Confidentially Marketed Public Offering
$138 Million
August 2025
Joint Active Bookrunner to Domino's Pizza, Inc. on its Whole Business Securitization
$1.32 Billion
July 2025
Sole Structuring Advisor and Lead Left Bookrunning Manager to SESAC, a Portfolio Company of Blackstone, on its Whole Business Securitization
$929 Million
July 2025
Sole Structuring Advisor and Lead Left Bookrunning Manager to Jersey Mike's, a Portfolio Company of Blackstone, on its Whole Business Securitization
$400 Million
July 2025
Joint Bookrunning Manager to Abivax SA on its Follow-On Offering
$747 Million
July 2025
Joint Financial Advisor to Prime Data Centers on its Strategic Investment From Snowhawk and Nuveen
Undisclosed
July 2025
Financial Advisor to Scale Computing on its Sale to Acumera, a Portfolio Company of Oaktree Capital
Undisclosed
July 2025
Joint Active Bookrunning Manager to Larimar Therapeutics on its Confidentially Marketed Public Offering
$69 Million
July 2025
Joint Bookrunner to ArriVent BioPharma on its Confidentially Marketed Public Offering
$86 Million
July 2025
Financial Advisor to Progressive Roofing, a Portfolio Company of Bow River Capital, on its Sale to TopBuild
$810 Million
July 2025
Financial Advisor to A-LIGN, a Portfolio Company of Warburg Pincus, on its Significant Strategic Investment From Hg
Undisclosed
July 2025
Sole Private Placement Agent and Sole Arranger to DrinkPAK on its Growth Debt Financing
Undisclosed
July 2025
Financial Advisor and Debt Capital Markets Advisor to Brigade Capital Management and Macellum Capital Management on its Acquisition of Family Dollar
$1.5 Billion Asset-Based Loan Facility
July 2025
Joint-Lead Placement Agent to atai Life Sciences on its Private Placement
$50 Million
July 2025
Joint Bookrunner to Cogent Biosciences on its Confidentially Marketed Public Offering
$230 Million
July 2025
Joint Active Bookrunner to Soleno Therapeutics on its Confidentially Marketed Public Offering
$230 Million
July 2025
Joint Bookrunner to Dyne Therapeutics on its Follow-On Offering
$230 Million
June 2025
Exclusive Financial Advisor to Trustwave, a Portfolio Company of MC2/The Chertoff Group, on its Sale to LevelBlue
Undisclosed
June 2025
Exclusive Financial Advisor to TechMD, a Portfolio Company of ClearLight Partners on its Sale to Integris,  a Portfolio Company of OMERS
Undisclosed
June 2025
Joint Bookrunner to Caris Life Sciences on its Initial Public Offering
$494 Million
June 2025
Exclusive Financial Advisor to FTV Capital on its Strategic Investment in ProfitSolv, a Portfolio Company of Lightyear Capital
Undisclosed
June 2025
Joint Bookrunner to Cidara Therapeutics on its Follow-On Offering
$402 Million
June 2025
Financial Advisor to Verve Therapeutics on its Sale to Eli Lilly and Company
$1 Billion Upfront + $0.3 Billion in an Additional CVR Payment
June 2025
Lead Placement Agent to atai Life Sciences on its Private Placement
$30 Million
June 2025
Exclusive Financial Advisor to Renewa, a Portfolio Company of QIC, on its Equity Raise From La Caisse
$200 Million
June 2025
Sole Placement Agent to Medix Infusion, a Portfolio Company of Noro-Moseley Partners and Echo Health Ventures, on its Revolving Credit Facility and Term Loan
Undisclosed
June 2025
Joint Active Bookrunner to Kentucky Power on its Senior Secured Recovery Bonds
$477.75 Million
June 2025
Exclusive Financial Advisor to Advent International on its Acquisition of a Significant Minority Stake in Felix Pharmaceuticals
$175 Million Investment
June 2025
Joint Bookrunner to Rubrik on its Convertible Senior Notes Offering
$1.2 Billion
June 2025
Sole Structuring Advisor to Dine Brands Global on its Whole Business Securitization
$925 Million
June 2025
Financial Advisor to Elliott Davis on its Strategic Growth Investment From Flexpoint Ford
Undisclosed
June 2025
Joint Bookrunner to Merus N.V. on its Confidentially Marketed Public Offering
$345 Million
June 2025
Lead Financial Advisor to AVI-SPL, a Portfolio Company of Marlin Equity Partners, on its Sale to 26North
Undisclosed
June 2025
Joint Placement Agent to ADC Therapeutics on its PIPE
$100 Million
June 2025
Exclusive Financial and Investment Banking Advisor to FilmRise on its Sale to Oaktree Capital Management and Merger With Existing Portfolio Company Shout! Studios
Undisclosed
June 2025
Joint Bookrunner to Forte Biosciences on its Confidentially Marketed Public Offering
$77 Million
June 2025
Joint Bookrunner to Public Service Company of Oklahoma on its 5.45% Senior Unsecured Notes due 2036
$800 Million
June 2025
Joint Bookrunner to BrightSpring Health Services on its Follow-On Offering
$304.5 Million
May 2025
Financial Advisor to InterVision Systems, a Portfolio Company of MidOcean Partners, on its Sale to NWN Carousel, a Portfolio Company of American Securities
Undisclosed
May 2025
Co-Manager to IDACORP on its Confidentially Marketed Public Offering
$575 Million
May 2025
Exclusive Financial Advisor to Alpha Media, a Portfolio Company of Intermediate Capital Group, on its Sale to Connoisseur Media
Undisclosed
May 2025
Sole Structuring Advisor and Sole Bookrunning Manager to National Funding on its Small Business Loan Securitization
$145 Million
May 2025
Joint Bookrunning Manager to A&D Mortgage on its Non-QM RMBS
$426.7 Million
May 2025 – Pending
Exclusive Financial Advisor to Rite Aid on the Sale of a Majority of its Pharmacy Assets to CVS
Undisclosed
May 2025 – Pending
Exclusive Financial Advisor to Rite Aid on the Sale of its Pharmacy Assets to Walgreens, Albertsons, Kroger, Giant Eagle, Weis Markets, and Others
Undisclosed
May 2025
Sole Structuring Advisor and Bookrunning Manager to Rapid Finance, a Portfolio Company of Rockbridge Growth Equity, on its Small Business Loan and Factored Receivables Securitization
$130 Million
May 2025
Sole Placement Agent to APR Energy, a Portfolio Company of Fortress Investment Group, on its Asset-Based Revolving Loan
$150 Million
April 2025
Exclusive Financial Advisor to Persimmon Homes on its Carve-out and Sale of FibreNest to BU UK Infrastructure, a Portfolio Company of Brookfield
£100 Million
April 2025
Lead Left Bookrunner to Rezolute on its Underwritten Registered Direct Offering
$104 Million
April 2025
Lead Placement Agent to Verastem Oncology on its Private Placement
$75 Million
April 2025
Joint Bookrunning Manager to Edgewise Therapeutics on its Registered Direct Offering
$200 Million
April 2025
Exclusive Financial Advisor to Hakkoda, a Portfolio Company of Tercera, on its Sale to IBM
Undisclosed
April 2025
Financial Advisor to Lyft on its Acquisition of FREENOW From BMW and Mercedes-Benz
€175 Million
April 2025
Exclusive Financial Advisor to Planet Farms on its Formation of an Industrial Joint Venture Dedicated to the Development of Controlled Environment Agriculture Infrastructure With Swiss Life Asset Managers
€200 Million
April 2025
Lead Financial Advisor to RESA Power, a Portfolio Company of Investcorp, on its Sale to Kohlberg & Company
Undisclosed
April 2025
Exclusive Financial Advisor to Stack Infrastructure, a Portfolio Company of Blue Owl Digital Infrastructure, on the Sale of its Pan-European, Highly Interconnected Colocation Data Center Business to Apollo
Undisclosed
March 2025
Exclusive Financial Advisor to Cloud for Good, a Portfolio Company of Achieve Partners, on its Strategic Investment From Tailwind Capital
Undisclosed
March 2025
Financial Advisor to Avenue Capital Group on its Sale of Middle River Power, an Independent Power Producer Holding ~1.9 GW of Natural Gas and Energy Storage Facilities Across California, to Partners Group
$2.2 Billion
March 2025
Financial Advisor to Hawaiian Electric Industries on its Sale of Hamakua Holdings to Harbert Management Corporation
Undisclosed
March 2025
Exclusive Financial Advisor to Covis Pharmaceuticals on its Sale to Azurity Pharmaceuticals, a Portfolio Company of QHP Capital
Undisclosed
March 2025
Joint Bookrunning Manager to A&D Mortgage on its Non-QM RMBS
$458.9 Million
March 2025
Financial Advisor to Jazz Pharmaceuticals on its Acquisition of Chimerix
$935 Million
March 2025
Financial Advisor to Blackstone in Connection With the Strategic Minority Investment From Funds Managed by Blackstone Credit & Insurance (BXCI) in ITE Management
Undisclosed
March 2025
Financial Advisor to Smart ERP Solutions, a Portfolio Company of Third Century, on its Sale to Mythics a Portfolio Company of One Equity Partners
Undisclosed
March 2025
Sole Placement Agent to Surrozen on its Dual Tranche Private Placement
Up to $175 Million
March 2025
Sales Agent to MARA Holdings on its At-the-Market Offering
$2 Billion
March 2025
Financial Advisor to Revelstoke Capital Partners on its Significant Investment in AOM Infusion, a Portfolio Company of Ridgemont Equity Partners
Undisclosed
March 2025
Joint Bookrunning Manager to Foundation Finance Company on its Home Improvement Consumer Receivables Securitization
$371.7 Million
February 2025
Financial Advisor to Pritzker Private Capital on its Investment in Americhem
Undisclosed
February 2025 – Pending
Financial Advisor to CD&R on its Perpetual Convertible Preferred Equity Investment in Columbus McKinnon to Finance its Acquisition of Kito Crosby
$800 Million Perpetual Convertible Preferred Equity Investment and $2.7 Billion Acquisition
February 2025
Exclusive Financial Advisor to Teleflex on its Acquisition of Substantially all of the Vascular Intervention Business of BIOTRONIK
€760 Million
February 2025
Financial Advisor to DMI, a Portfolio Company of OceanSound Partners, on its Divestiture of its Commerce, Marketing & Strategy, and Digital Engineering Services Segment to Encora, a Portfolio Company of Advent and Warburg Pincus
Undisclosed
February 2025
Financial Advisor to Vulcan Cyber on its Sale to Tenable
$150 Million
February 2025
Financial Advisor to BigBear.ai on its Warrant Inducement and Private Placement of new Warrants
Undisclosed
February 2025
Joint Bookrunner to Sionna Therapeutics on its Initial Public Offering
$219 Million
February 2025
Financial Advisor to DynaGrid, a Portfolio Company of Brown Brothers Harriman, on its Sale to Macquarie
Undisclosed
February 2025
Lead Financial Advisor to Herc Rentals on its Definitive Agreement to Acquire H&E Equipment Services
$5.3 Billion
February 2025
Exclusive Financial Advisor to Technologent on its Significant Minority Investment by ITOCHU
Undisclosed
February 2025
Financial Advisor to Apax Partners on its Growth Investment in CohnReznick
Undisclosed
February 2025
Financial Advisor to Acelyrin on its Merger With Alumis
48% Ownership of Combined Company
February 2025
Financial Advisor to Mainline Information Systems, a Portfolio Company of H.I.G. Capital, on its Acquisition of Converge Technology Solutions
C$1.3 Billion
January 2025
Joint Bookrunner to Immunome on its Confidentially Marketed Public Offering
$172.5 Million
January 2025
Joint Bookrunner to Maze Therapeutics on its Initial Public Offering
$140 Million
January 2025
Financial Advisor to Rubicon Founders on its Acquisition of Horizon Infusions
Undisclosed
January 2025 – Pending
Financial Advisor to BrightSpring Health Services on its Sale of its Community Living Business to Sevita, a Portfolio Company of Centerbridge, MDP, and Vistra
$835 Million
January 2025
Financial Advisor to Major League Baseball in Connection With Diamond Sports Group’s Chapter 11 Restructuring
$9 Billion of Debt
January 2025
Lead Financial Advisor to Citrin Cooperman, a Portfolio Company of New Mountain Capital, on its Significant Investment From Blackstone
Undisclosed
January 2025
Financial Advisor to EQT Partners on its Acquisition of Scale Microgrids, a Portfolio Company of Warburg Pincus
Undisclosed
January 2025
Financial Advisor to Roark Capital Group on its Acquisition of Ground Penetrating Radar Systems, a Portfolio Company of Kohlberg & Company
Undisclosed
January 2025
Financial Advisor to Big Lots on its Chapter 11 Restructuring and §363 Sale to Gordon Brothers and Variety Wholesalers
$708 Million DIP Financing and $425 Million M&A Transaction
January 2025
Joint Bookrunner to uniQure on its Confidentially Marketed Public Offering
$75 Million
January 2025
Exclusive Financial Advisor to AST, a Portfolio Company of Recognize, on its Sale to IBM
Undisclosed
January 2025
Sole Private Placement Agent and Sole Lead Arranger to Keystone Strategy, a Portfolio Company of RLH Equity Partners, on its Growth Debt Financing
Undisclosed
January 2025
Joint Bookrunner to Metsera on its Initial Public Offering
$316 Million
January 2025
Exclusive Financial Advisor to Berkshire Partners on its Strategic Investment in Thrive, a Portfolio Company of Court Square
Undisclosed
January 2025
Financial Advisor to Frontline Road Safety, a Portfolio Company of The Sterling Group, on its Sale to Bain Capital
Undisclosed
January 2025
Financial Advisor to Soleo Health, a Portfolio Company of H.I.G. Capital, on its Sale to Court Square and WindRose Health Investors
Undisclosed
January 2025
Exclusive Financial Advisor to AnaptysBio on its Sale of Rights to Imsidolimab to Vanda Pharmaceuticals
Upfront and Drug Supply Plus Potential Milestones and Royalties
January 2025
Sole Structuring Advisor and Bookrunning Manager to Libertas Funding on its Small Business Receivables Securitization
$100 Million
December 2024
Sole Private Placement Agent and Sole Lead Arranger to ATSG, a Portfolio Company of RunTide Capital, on its ABL Revolver
Undisclosed
December 2024
Co-Manager to A&D Mortgage on its Non-QM RMBS
$303.9 Million
December 2024
Financial Advisor to Hawaiian Electric Industries on its Sale of 90.1% of American Savings Bank to a Group of Independent Investors
$405 Million
December 2024
Joint Bookrunner to New Amsterdam Pharma on its Follow-On Offering
$479 Million
December 2024
Joint Bookrunner to Revolution Medicines on its Follow-On Offering
$863 Million
December 2024
Financial Advisor to phData on its Majority Growth Recapitalization by Gryphon Investors
Undisclosed
December 2024
Exclusive Financial Advisor to Frontline Managed Services, a Portfolio Company of BV Investment Partners, on its Sale to Broad Sky Partners
Undisclosed
December 2024
Financial Advisor to TricorBraun on its Acquisition of the Rigid Containers Business of Veritiv
Undisclosed
December 2024
Financial Advisor to H.I.G. Capital on its Acquisition of Quisitive
Undisclosed
December 2024
Debt Capital Markets Advisor and Sole Placement Agent to Terram Lab on its Senior Secured Credit Facility and Subordinated Notes in Connection With its Acquisition of Trend AT and StenCo
Undisclosed
December 2024
Exclusive Financial Advisor to Blackstone and Greater Sum Ventures on Their Preferred Equity Investment in Inhabit
Undisclosed
December 2024
Exclusive Financial Advisor to Salem Media Group on its Comprehensive Recapitalization of Senior Secured Notes
$160 Million
December 2024
Financial Advisor to Premier Brands Group Holdings on its Capital Structure Refinancing
$245 Million ABL Revolver, $20 Million FILO Term Loan, and $66 Million Sponsor Term Loan 
December 2024
Exclusive Financial Advisor to Patterson Companies on its Sale to Patient Square Capital
$4.1 Billion
November 2024
Financial Advisor to CDW on its Acquisition of Mission Cloud, a Portfolio Company of Great Hill Partners
Undisclosed
November 2024
Financial Advisor to Veritas, a Portfolio Company of Carlyle, on its Comprehensive Recapitalization and the Merger of its Data Protection Business With Cohesity
$7 Billion M&A Transaction and $4.2 Billion Comprehensive Recapitalization Transaction
December 2024
Sole Structuring Advisor and Lead Left Bookrunning Manager to Jersey Mike's on its Whole Business Securitization
$850 Million
November 2024
Lead Financial Advisor to Trademark Cosmetics, a Portfolio Company of TruArc Partners, on the Execution of its Strategic Acquisition of DMI Personal Care
Undisclosed
November 2024
Lead Financial Advisor to Jersey Mike's on its Majority Sale to Blackstone
$8 Billion
November 2024
Financial Advisor to Qlik, a Portfolio Company of Thoma Bravo, in Connection With a Significant Minority Investment by ADIA
Undisclosed
November 2024
Joint Bookrunning Manager to OneStream, a Portfolio Company of KKR, on its Follow-On Offering
$465 Million
November 2024
Joint Bookrunner to MARA Holdings on its Convertible Senior Notes Offering
$1 Billion
November 2024
Co-Manager to PG&E Corporation on its Junior Subordinated Notes Offering
$500 Million
November 2024
Sole Structuring Advisor and Sole Active Bookrunning Manager to Cloud Capital on its Data Center ABS
$1.325 Billion
November 2024
Joint Bookrunner to Spyre Therapeutics on its Follow-On Offering
$230 Million
November 2024
Financial Advisor to Fortress Investment Group on its Purchase of 850 MW of Power Generation Assets From APR Energy to be Operated Through an Asset Management Agreement With Duos Energy
Undisclosed
November 2024
Sales Agent to Chesapeake Utilities Corporation on its At-the-Market Offering
$100 Million
November 2024
Capital Markets Advisor to Forte Biosciences on its PIPE
$53 Million
October 2024
Sole Structuring Advisor and Sole Bookrunning Manager to Bojangles, a Portfolio Company of Durational Capital Management and TJC, on its Whole Business Securitization
$625 Million