Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/08/2022 Del Taco Restaurants, Inc. Mergers & Acquisitions Sell-Side $572.6 Million Consumer, Restaurants Piper Sandler served as sell-side advisor for Del Taco Restaurants, Inc. on sale to Jack in the Box Inc. Del Taco Restaurants, Inc. has been acquired by Jack in the Box Inc. Financial Advisor
Published 03/02/2022 User Zoom. Inc. Mergers & Acquisitions Minority Investment Technology, Software Piper Sandler served as financial advisor for Thoma Bravo, L.P. on a strategic growth investment in User Zoom, Inc. The investment is expected to be used to accelerate innovation and growth for UserZoom's proprietary platforms Thoma Bravo, L.P. has provided a strategic growth investment in User Zoom, Inc. Financial Advisor
Published 03/01/2022 Ellington Financial Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $210.0 Million Financial Services Piper Sandler served as sole initial purchaser for Ellington Financial on a 5.875% senior notes due in 2027 Senior Notes Sole Admin Agent
Published 03/01/2022 Sandy Spring Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $200.0 Million Financial Services, Depositories Piper Sandler served as sole bookrunner for Sandy Spring Bancorp on a 3.875% fixed-to-floating rate subordinated notes offering Subordinated Notes Left Bookrunner
Published 03/01/2022 Harbor Custom Development, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Revolving Credit Facility $25.0 Million Financial Services, Real Estate Piper Sandler served as financial advisor for Harbor Custom Development Facility on a senior secured revolving credit facility Revolving Credit Facility Financial Advisor
Published 03/01/2022 Amerant Bancorp Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Amerant on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Eagle Financial Services, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $30.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Eagle Financial Services, Inc. on a 4.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 ProFrac Holding Corp. Mergers & Acquisitions Buy-Side Energy & Power, Oilfield Services & Equipment Piper Sandler served as buy-side advisor for ProFrac on acquisition of FTS International ProFrac has acquired FTS International Financial Advisor
Published 03/01/2022 Total Bank Solutions Mergers & Acquisitions Merger Financial Services, Asset & Wealth Management Piper Sandler served as financial advisor for Total Bank Solutions on merger with R&T Deposit Solutions Total Bank Solutions has merged with R&T Deposit Solutions Financial Advisor
Published 03/01/2022 Total Financial Solutions, LLC Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Piper Sandler served as sell-side advisor for Total Bank Solutions on sale to R&T Deposit Solutions Total Bank Solutions has been acquired by R&T Deposit Solutions Financial Advisor
Published 03/01/2022 Angelo Gordon Financing, Equity Capital Markets Strategic Advisory $97.5 Million Financial Services, Asset & Wealth Management Piper Sandler served as referral agent for Angelo Gordon on an AG asset based credit fund AG Asset Based Credit Fund Financial Advisor
Published 03/01/2022 Citizens Bancshares Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $25.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Citizens Bancshares Corporation on a 4.25% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Sumridge Partners Mergers & Acquisitions Sell-Side Financial Services, FinTech Piper Sandler served as sell-side advisor for Sumridge Partners on sale to Raymond James Sumridge Partners has been acquired by Raymond James Financial Advisor
Published 03/01/2022 National Multi-Family Real Estate Operator Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $100.0 Million Financial Services, Real Estate Piper Sandler served as sole placement agent for a national multi-family real estate operator on a 6.75% senior notes offering due in 2027 Senior Notes Sole Placement Agent
Published 03/01/2022 Third Coast Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $82.3 Million Financial Services, Depositories Piper Sandler served as lead placement agent for Third Coast Bancshares, Inc. on a 5.50% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Joint Placement Agent
Published 03/01/2022 Trupanion Financing, Piper Sandler Finance Revolving Credit Facility $150.0 Million Financial Services, Insurance Piper Sandler Finance served as sole underwriter and administrative agent for Trupanion on a senior secured term loan, delayed draw term loan and revolver Senior Secured Term Loan
Delayed Draw Term Loan & Revolver 		Sole Underwriter
Published 03/01/2022 Hometown Financial Group Mergers & Acquisitions Buy-Side $146.5 Million Financial Services, Depositories Piper Sandler served as buy-side advisor for Hometown Financial Group on acquisition of Randolph Bancorp, Inc. Hometown Financial Group has acquired Randolph Bancorp, Inc. Financial Advisor
Published 03/01/2022 Broadway Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $50.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Broadway Bank on a 3.75% fixed-to floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 MPIE Limited Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for MPIE Limited on sale to Constellation MPIE Limited has been acquired by Constellation, Inc. Financial Advisor
Published 03/01/2022 Monona Bankshares, Inc. Mergers & Acquisitions Sell-Side Financial Services, Depositories Piper Sandler served as financial advisor for Monona Bankshares, Inc. on sale to SBCP Bancorp Monona Bankshares, Inc. has been acquired by SBCP Bancorp Financial Advisor

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

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