Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 01/13/2025 UniVista Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for UniVista Insurance, a portfolio company of Avance, in majority investment from GRAM Asset Managment UniVista Insurance, a portfolio company of Avance, has received a majority investment from GRAM Asset Managment Financial Advisor
Published 01/10/2025 CNB Financial Corporation Mergers & Acquisitions Merger $214.0 Million Financial Services, Depositories Piper Sandler has rendered a fairness opinion to CNB Financial Corp for its announced merger with ESSA Bancorp CNB Financial Corporation has agreed to merge with ESSA Bancorp Financial Advisor
Published 01/07/2025 Fix It Group Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as exclusive financial advisor for Fix-It, a portfolio company of New Harbor Capital, on its sale to Two Parks Capital

 Fix-It Group, a portfolio company of New Harbor Capital, has been acquired by Two Parks Capital

 Financial Advisor
Published 01/06/2025 Crump Life Insurance Services & Crump Insurance Services Mergers & Acquisitions Division Carve Out Financial Services, Insurance Piper Sandler served as financial advisor for TIH Insurance Holdings in the announced sale of Crump Life Insurance Services to AmeriLife Group TIH has announced the sale of Crump Life Insurance Services to AmeriLife Group Financial Advisor
Published 01/02/2025 MyHealthTeams, Inc. Mergers & Acquisitions Sell-Side Healthcare Piper Sandler served as sell-side advisor for MyHealthTeam, in acquisition to Swoop, a portfolio company of New Mountain Capital
MyHealthteam has been acquired by Swoop, a portfolio company of New Mountain Capital Financial Advisor
Published 12/31/2024 Skyknight Capital Mergers & Acquisitions Buy-Side Financial Services, Insurance Piper Sandler served as buy-side advisor to SkyKnight Capital and Dragoneer Investment Group in majority investment in Simplicity Group
Skyknight Capital and Dragoneer Investment Group have acquired a majority investment in Simplicity Group Financial Advisor
Published 12/31/2024 American Savings Bank Equity Private Placements Majority Stake Sale Financial Services, Depositories Piper Sandler served as financial advisor to Hawaiian Electric Industries in connection to the completed sale of 90.1% of the common stock of American Investors to Independent Investors Majority Stake Sale Sole Placement Agent
Published 12/31/2024 PeoplesBancorp Debt Capital Markets Subordinated Notes $55.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent in PeoplesBancorp, MHC, the holding company of PeoplesBank 8.00% fixed-to-floating rate subordinated notes Subordinated Notes Sole Placement Agent
Published 12/31/2024 Delaget Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as sell-side advisor for Delaget, a portfolio company of Northern Pacific Group and Border Foods, in acquisition to PAR Technology Corporation Delaget, a portfolio company of Boarder Foods and Northern Pacific Group has been acquired by PAR Technology Corporation Financial Advisor
Published 12/27/2024 Personalis, Inc Equity Capital Markets At the Market Offering $50.0 Million Healthcare, Tools & Diagnostics Piper Sandler served as placement agent for Personalis on an ATM offering ATM Sole Placement Agent
Published 12/20/2024 VTX Energy Partners Mergers & Acquisitions Division Carve Out $245.0 Million Energy, Power & Infrastructure, Energy & Power Infrastructure Piper Sandler served as financial advisor for VTX Energy Partners, a portfolio company of Vitol Inc, on the sale of its Southern Delaware Basin surface acreage to LandBridge VTX Energy Partners has sold its Southern Delaware Basin surface acreage to LandBridge Financial Advisor
Published 12/20/2024 Monopar Therapeutics Equity Capital Markets Registered Direct $40.0 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Monopar Therapeutics Inc. on its RD and PIPE offering Underwritten Registered Direct and PIPE Active Bookrunner
Published 12/17/2024 Norwood Financial Corp. Equity Capital Markets CMFO $26.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for Norwood Financial Corp. on its CMFO
 Common Stock Offering Lead Bookrunner
Published 12/12/2024 M1 Bancshares, Inc. Debt Capital Markets Subordinated Notes $20.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for M1 Bancshares, Inc on its subordinated notes offering Subordinated Notes Sole Placement Agent
Published 12/12/2024 Flushing Financial Corp Equity Capital Markets Follow-On Offering $70.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for Flushing Financial Corporation on its CMFO
Common Stock Offering Active Bookrunner
Published 12/11/2024 ServiceTitan, Inc. Equity Capital Markets IPO Technology, Software Piper Sandler served as bookrunner for ServiceTitan, Inc. on its IPO Initial Public Offering Passive Bookrunner
Published 12/11/2024 Financial Institutions, Inc. Equity Capital Markets CMFO Financial Services, Depositories Piper Sandler served as co-manager for Financial Institutions, Inc. on its CMFO Confidentially Marketed Follow-On Offering Co-Manager
Published 12/11/2024 Cybersixgill Mergers & Acquisitions Sell-Side Technology, Security Piper Sandler served as sell-side advisor for Cybersixgill in acquisition to Bitsight
Cybersixgill has been acquired by Bitsight Financial Advisor
Published 12/10/2024 ImmunityBio Equity Capital Markets CMFO $100.0 Million Healthcare, Biopharma Piper Sandler served as bookrunner for ImmunityBio, Inc. on its CMFO Confidentially Marketed Follow-on Offering Active Bookrunner
Published 12/10/2024 Solaris Energy Infrastructure, Inc. Equity Capital Markets Follow-On Offering Energy, Power & Infrastructure, Energy & Power Infrastructure Piper Sandler served as bookrunner for Solaris Energy Infrastructure, Inc. on its CMFO Follow-On Offering Passive Bookrunner

Piper Sandler acquired TRS Advisors on 12/31/2020, Stamford Partners on 6/13/2022, DBO Partners on 10/10/2022 and Aviditi Advisors on 8/23/2024, transactions completed prior were executed by the respective firm.

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