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 12/01/2021 GBank Financial Holdings 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 Gbank Financial Holdings Inc. on a 3.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 CW Bancorp Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Subordinated Notes $17.5 Million Financial Services Piper Sandler served as co-placement agent for CW Bancorp on a 3.25% rate fixed-to-floating subordinated notes offering due in 2031 Subordinated Notes Co-Lead
Published 12/01/2021 Platform Partners Private Capital Advisory, Capital Solutions Capital Solutions Private Capital Advisory Piper Sandler served as sole placement agent for Platform Partners in the acquisition of SouthCoast Raised promoted equity for acquisition
 Sole Placement Agent
Published 12/01/2021 Wallkill Valley Savings and Loan Mergers & Acquisitions Buy-Side Financial Services, Depositories Piper Sandler served as buy-side advisor for Wallkill Valley Federal Savings and Loan on acquisition of one branch from Empire State Bank Wallkill Valley Federal Savings and Loan has acquired one branch from Empire State Bank Financial Advisor
Published 12/01/2021 Pelorus Equity Group Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $50.0 Million Financial Services, Real Estate Piper Sandler served as sole placement agent for Pelorous Equity Group on a 7.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 Ameris Bancorp Mergers & Acquisitions Buy-Side Financial Services, Depositories Piper Sandler served as buy-side advisor for Ameris Bancorp on acquisition of Balboa Capital Ameris Bancorp has acquired Balboa Capital Financial Advisor
Published 12/01/2021 Atlantic Union Bancshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $250.0 Million Financial Services, Depositories Piper Sandler served as joint bookrunner for Atlantic Union Bancshares on a 2.875% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
Published 12/01/2021 Ellington Financial Financing, Equity Capital Markets Preferred Stock $120.0 Million Financial Services Piper Sandler served as sole bookrunner for Ellington Financial on a 6.255 Series B fixed-rate resert cumulative redeemable preferred stock offering Preferred Stock Left Bookrunner
Published 12/01/2021 Parkside Financial, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $13.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Parkside Financial, Inc., holding company for Parkside Financial Bank & Trust, on a 3.50% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 GenNx360 Capital Partners Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for GenNx360 Capital Partners on sale of CRS Temporary Housing to Reverence Capital Partners GenNx360 Capital Partners has sold CRS Temporary Housing to Reverence Capital Partners Financial Advisor
Published 12/01/2021 Clear Blue Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $25.0 Million Financial Services, Insurance Piper Sandler served as sole dealer manager for Clear Blue Insurance Group on a tender offer of 7.00% senior notes offering due in 2025 Senior Notes Sole Admin Agent
Published 12/01/2021 Transverse Insurance Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $30.0 Million Financial Services, Insurance Piper Sandler served as sole placement agent for Transverse Insurance Group on a 6.00% senior notes offering due in 2026 Senior Notes Sole Placement Agent
Published 12/01/2021 JD Bancshares, 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 JD Bancshares, Inc., holding company for JD Bank, on a 3.75% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 12/01/2021 Arbor Realty Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $180.0 Million Financial Services, Real Estate Piper Sandler served as sole placement agent for Arbor Realty Trust, Inc. on a 5.00% senior notes offering due in 2028 Senior Notes Sole Placement Agent
Published 12/01/2021 Callodine Group Private Capital Advisory, Private Funds Private Funds Private Capital Advisory Piper Sandler served as sole financial advisor for Callodine Group on the acquisition of Thorofare Capital Callodine Group acquired Thorofare Capital Financial Advisor
Published 12/01/2021 Ready Capital Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $110.0 Million Financial Services, Real Estate Piper Sandler served as sole bookrunner for Ready Capital on a 5.50% senior notes offering due in 2028 Senior Notes Left Bookrunner
Published 12/01/2021 Dart Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $15.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Dart Financial Corporation, holding company for Dart Bank, on a 4.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 11/30/2021 Restore Hyper Wellness + Cryotherapy Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services Piper Sandler served as financial advisor for Restore Hyper WEllness + Cryotherapy (Austin Cryo Ventures, LLC) on a significant investment from General Atlantic Minority Investment Financial Advisor
Published 11/30/2021 AECOM Mergers & Acquisitions Division Carve Out Services & Industrials Piper Sandler served as sell-side advisor for AECOM on divestiture of Canadian Oil & Gas to Graham Construction AECOM has divested Canadian Oil & Gas to Graham Construction Financial Advisor
Published 11/30/2021 Soligent Holdings, Inc Mergers & Acquisitions Sell-Side Energy & Power, Renewables & Clean Energy Piper Sandler served as sell-side advisor for Soligent Holdings, Inc. on sale to City Electric Supply Company Soligent Holdings, Inc. has been acquired by City Electric Supply Company 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.

© 2024 Piper Sandler Companies. Since 1895. All rights reserved.