Investment Banking Transactions

Clear Filters
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/10/2022 TriMech Solutions, LLC Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for TriMech Group Holdings, LLC, a portfolio company of The Halifax Group, on its sale to Sentinel Capital Partners TriMech Group Holdings, LLC, a portfolio company of The Halifax Group, has been acquired by Sentinel Capital Partners Financial Advisor
Published 03/09/2022 Alpha Tau Medical LTD Financing, Equity Capital Markets PIPE $92.0 Million Healthcare, Med-Tech Piper Sandler served as placement agent for Alpha Tau Medical, Ltd. on a PIPE offering PIPE Joint Placement Agent
Published 03/08/2022 International Battery Metals Financing, Equity Capital Markets PIPE $10.0 Million Energy, Power & Infrastructure, Renewables & Clean Energy Piper Sandler served as financial advisor for IBAT on a private placement of common stock with a consortium of undisclosed investors PIPE Financial Advisor
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 Coastal Carolina Bancshares, Inc. 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 Coastal Carolina Bancshares, Inc. on a 4.00% fixed-to-floating rate subordinated notes offerin due in 2032 Subordinated Notes Sole Placement Agent
Published 03/01/2022 Southcross Energy Partners Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Midstream & Downstream Piper Sandler served as sell-side advisor for Southcross Energy Partners on sale to Targa Resources Corp
 Southcross Energy Partners has sold to Targa Resources Corp Financial Advisor
Published 03/01/2022 Project Cosmo Private Capital Advisory, Secondary Capital Secondary Capital $121.0 Million Private Capital Advisory Piper Sandler served as sole financial advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 03/01/2022 Velocity Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $215.0 Million Financial Services, Specialty Finance Piper Sandler served as sole placement agent for Velocity Financial, Inc. on a 7.125% senior secured notes due in 2032 Senior Notes Sole Placement Agent
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 Investor Group of McAfee Corp. Mergers & Acquisitions Sell-Side $14.0 Billion Technology, Software Piper Sandler served as sell-side advisor to the Investor Group of McAfee Corp. on sale to Advent International Corporation, Permira Advisers LLC, Crosspoint Capital Partners, Canada Pension Plan Investment Board, GIC Private Limited and the Abu Dhabi Investment Authority McAfee Corp. has been acquired by Advent International Corporation, Permira Advisers LLC and Crosspoint Capital Partners 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 Cambridge Financial Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $70.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Cambridge Financial Group, Inc., holding company for Cambridge Savings Bank, 3.625% fixed-to-floating rate subordinated notes offering due in 2032 Subordinated Notes Sole Placement 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 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 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 ProFrac Holding Corp. Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, 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 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 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

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.

© 2025 Piper Sandler Companies. Since 1895. All rights reserved.