Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/15/2023 Skyward Specialty Insurance Financing, Equity Capital Markets Follow-On Offering $175.3 Million Financial Services, Insurance Piper Sandler served as bookrunner for Skyward Specialty Insurance Group, Inc. on a follow-on offering
 Follow-On Offering Active Bookrunner
Published 11/15/2023 Arccos Golf LLC Financing, Equity Private Placements Minority Capital Raise $20.0 Million Technology, Software Piper Sandler served as exclusive financial advisor for Arccos Golf LLC on receiving strategic investments from the PGA TOUR and golf’s top equipment manufacturers, including TaylorMade Golf Company, Topgolf Callaway Brands Corp., COBRA PUMA GOLF, Pritzker-Vlock Family Office, LionTreeTopgolf Callaway and Lion Tree Arccos Golf LLC has received strategic investments from the PGA TOUR and golf’s top equipment manufacturers Financial Advisor
Published 11/13/2023 SimplyBank Mergers & Acquisitions Sell-Side $73.4 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for SimplyBank on announced sale to First Financial Corporation SimplyBank has agreed to be acquired by First Financial Corporation Financial Advisor
Published 11/08/2023 CCC Intelligent Solutions Holdings Inc. Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $733.6 Million Technology, Software Piper Sandler served as bookrunner for CCC Intelligent Solutions Holdings Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 11/07/2023 The Evans Agency Mergers & Acquisitions Division Carve Out $40.0 Million Financial Services, Insurance Piper Sandler served as sell-side advisor for The Evans Agency on the announced divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. The Evans Agency has announced the divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. Financial Advisor
Published 11/02/2023 Financing, Debt Capital Markets Senior Term Loan Healthcare, Med-Tech Piper Sandler served as sole debt placement agent for Companion Spine, LLC, a portfolio company of Viscoglioso Brothers LLC, on a debt capital raise Senior Term Loan Sole Placement Agent
Published 11/02/2023 Lewis & Ellis Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for Lewis & Ellie on sale to Novacap Lewis & Ellis has sold to Novacap Financial Advisor
Published 11/01/2023 Kinderhook Industries Private Capital Advisory, Secondary Capital Secondary Capital $1.3 Billion Private Capital Advisory Piper Sandler served as secondary advisor to Kinderhook Industries on its Multi Asset Continuation Vehicle Multi Asset Continuation Vehicle
 Secondary Advisor
Published 11/01/2023 LM Energy Holdings, LLC Mergers & Acquisitions Sell-Side Energy & Power, Midstream & Downstream Piper Sandler served as sell-side advisor for LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, on sale of certain subsidiaries and assets related to its Touchdown Crude Oil Gathering System to Plains Oryx Permian LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, has sold certain subsidiaries and assets to Plains Oryx Permian Financial Advisor
Published 11/01/2023 CQS Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management On November 15, 2023, CQS announced that it had signed a definitive agreement to be acquired by Manulife Investment Management (“MIM”). Upon completion of the transaction, MIM will acquire the ~$13.5B AUM credit platform of CQS. In conjunction with the transaction, the founder of CQS, Lord Hintze, will spin off his hedge fund business and set up a separate asset manager. Piper Sandler served as sell-side advisor for CQS. CQS has been acquired by Manulife Investment Management Financial Advisor
Published 10/31/2023 Fuel10k Limited Mergers & Acquisitions Sell-Side £34.0 Million Consumer, Food & Beverage Piper Sandler served as sell-side advsior for Fuel10K, a leading U.K. breakfast brand, on sale to Premier Foods Fuel10K has sold to Premier Foods Financial Advisor
Published 10/31/2023 Sunrgy Solar Distribution Mergers & Acquisitions Sell-Side Energy & Power, Renewables & Clean Energy Piper Sandler served as sell-side advisor for Sunrgy Solar Distribution on sale to Amara NZ, a portfolio company of Cinven Ltd.
 Sunrgy Solar Distribution has sold to Amara NZ, a portfolio company of Cinven Ltd. Financial Advisor
Published 10/31/2023 The 7 Virtues Beauty Inc. Financing, Equity Private Placements Minority Capital Raise Consumer, Beauty & Personal Care Piper Sandler served as sole placement agent for The 7 Virtues Beauty Inc. on receiving an investment from Unilever Ventures The 7 Virtues Beauty Inc. has received an investment from Unilever Ventures Sole Placement Agent
Published 10/30/2023 Tessian Ltd Mergers & Acquisitions Sell-Side Technology, Security Piper Sandler served as sell-side advisor for Tessian Ltd on sale to Proofpoint International, Inc. Tessian Ltd has sold to Proofpoint International, Inc. Financial Advisor
Published 10/25/2023 The Sterling Group Mergers & Acquisitions Buy-Side Services & Industrials Piper Sandler served as buy-side advisor for The Sterling Group on acquisition of B'laster The Sterling Group has acquired B'laster Financial Advisor
Published 10/24/2023 Travelpro Group Holdings Inc. Financing, Debt Capital Markets Senior Term Loan $103.0 Million Consumer, Diversified Consumer Products Piper Sandler served as sole debt placement agent for Travelpro Group Holdings, Inc., a portfolio company of MidOcean Partners, on a debt capital raise Senior Term Loan Financial Advisor
Published 10/16/2023 Nuvalent, Inc. Financing, Equity Capital Markets Follow-On Offering $300.0 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Nuvalent, Inc. on a follow-on offering
Follow-On Offering Active Bookrunner
Published 10/13/2023 Scholar Rock Holding Corporation Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering Healthcare, Biopharma Piper Sandler served as bookrunner for Scholar Rock Holding Corporation on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 10/12/2023 Tucker Powersports Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for Tucker Powersports, a portfolio company of Monomoy Capital Partners, on sale to Turn 14 Distribution Tucker Powersports, a portfolio company of Monomoy Capital Partners, has sold to Turn 14 Distribution Financial Advisor
Published 10/11/2023 Mergers & Acquisitions Sell-Side $99.4 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for Community West Bancshares on announced sale to Central Valley Community Bancorp
 Community West Bancshares has agreed to be acquired by Central Valley Community Bancorp Financial Advisor

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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