Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 09/06/2022 Shawcor Ltd. Mergers & Acquisitions Division Carve Out Energy & Power, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for Shawcor on divestiture of Lake Superior Consulting in a management buyout
 Shawcor has divested Lake Superior Consulting in a management buyout Financial Advisor
Published 09/02/2022 ProFrac Holding Corp. Financing, Debt Capital Markets Senior Term Loan $250.0 Million Energy & Power, Oilfield Services & Equipment Piper Sandler served as sole placement agent for ProFrac Holding Corp. on a debt capital raise Senior Term Loan Financial Advisor
Published 09/02/2022 Vantage Point Logistics, Inc. Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Piper Sandler served as sell-side advisor for Vantage Point Logistics, Inc., a portfolio company of Radian Capital, on sale to LLR Partners Vantage Point Logistics, Inc., a portfolio company of Radian Capital, has been acquired by LLR Partners Financial Advisor
Published 09/01/2022 LinkBancorp Financing, Equity Capital Markets IPO $34.3 Million Financial Services, Depositories Piper Sandler served as bookrunner for LinkBancorp on its initial public offering Initial Public Offering Active Bookrunner
Published 09/01/2022 Pathward Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $20.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Pathward on a 6.625% fixed-to-floating rate subordinated notes offering Subordinated Notes Sole Placement Agent
Published 09/01/2022 M&T Bank Corporation Mergers & Acquisitions Division Carve Out Financial Services, Insurance Piper Sandler served as sell-side advisor for M&T Bank Corporation on divestiture of M&T Insurance Agency, Inc. to Arthur J. Gallagher & Co. M&T Bank has divested M&T Insurance Agency, Inc. to Arthur J. Gallagher & Co. Financial Advisor
Published 09/01/2022 Merchants Bancorp Equity Capital Markets, Financing Preferred Stock $28.6 Million Financial Services, Depositories Piper Sandler served as bookrunner for Merchants Bancorp on a 8.25% fixed-rate resert Series D non-cumulative perpetual preferred stock Preferred Stock Active Bookrunner
Published 09/01/2022 First United Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $92.0 Million Financial Services, Depositories Piper Sandler served as co-placement agent for First United on a 6.00% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Joint Placement Agent
Published 09/01/2022 Project Halcyon Private Capital Advisory, Secondary Capital Secondary Capital $39.0 Million Private Capital Advisory Piper Sandler served as sole financial advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 09/01/2022 Provident Financial Services, Inc. Mergers & Acquisitions Buy-Side $1.3 Billion Financial Services, Depositories Piper Sandler served as buy-side advisor for Provident Financial Services, Inc. on announced acquisition of Lakeland Bancorp, Inc. Provident Financial Services, Inc. has agreed to acquire Lakeland Bancorp, Inc. Financial Advisor
Published 09/01/2022 Laredo Energy Mergers & Acquisitions Division Carve Out Energy & Power, Upstream Piper Sandler served as financial advisor for Laredo Energy on divestiture of Eagle Ford assets
 Laredo Energy has divested Eagle Ford assets
 Financial Advisor
Published 09/01/2022 Peach State Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $10.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Peach State Bancshares on a 6.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 09/01/2022 The Vistria Group, LLC Mergers & Acquisitions Buy-Side Financial Services, Insurance Piper Sandler served as financial advisor for The Vistria Group, LLC on an investment in Flores & Associates LLC Investment Financial Advisor
Published 09/01/2022 Third Coast Bancshares, Inc. Equity Capital Markets, Financing Preferred Stock $69.4 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Third Coast Bancshares, Inc. on a 6.70% non-cumulative convertible preferred stock offering Preferred Stock Sole Placement Agent
Published 09/01/2022 AIG Financing, Equity Capital Markets IPO $1.7 Billion Financial Services, Insurance Piper Sandler served as left bookrunner for AIG on its initial public offering of Corebridge Financial Initial Public Offering Lead Bookrunner
Published 09/01/2022 ODNB Financial Corporation Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $24.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for ODNB Financial Corporation on a 6.25% fixed-to-floating rate subordinated notes offering due in 2022 Subordinated Notes Sole Placement Agent
Published 09/01/2022 Tuesday Morning Corporation Restructuring Special Situations Financing $35.0 Million Consumer, Retail & Disruptive Commerce Piper Sandler served as financial advisor for Tuesday Morning Corporation on a recapitalization that provides liquidity to avoid covenant breach and potential liquidation Special Situations Financing Financial Advisor
Published 09/01/2022 Corebridge Financing, Equity Capital Markets IPO $1.7 Billion Financial Services, Asset & Wealth Management Piper Sandler served as lead active bookrunner for Corebridge on its initial public offering Initial Public Offering Active Bookrunner
Published 09/01/2022 Southern Missouri Bancorp Mergers & Acquisitions Buy-Side $140.0 Million Financial Services, Depositories Piper Sandler served as buy-side advisor for Southern Missouri Bancorp on acquisition of Citizens Bancshares Company Southern Missouri Bancorp has acquired Citizens Bancshares Company Financial Advisor
Published 09/01/2022 Valley National Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $150.0 Million Financial Services, Depositories Piper Sandler seved bookrunner for Valley on fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Active 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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