Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/01/2021 Apex Bancorp, 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 Apex Bancorp, Inc., holding company for Apex Bank, on a 4.25% fixed rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 11/01/2021 Enfusion Financing, Equity Capital Markets IPO $318.8 Million Financial Services, Asset & Wealth Management Piper Sandler served as active bookrunner for Enfusion on its initial public offering Initial Public Offering Active Bookrunner
Published 11/01/2021 MidWestOne Financial Group, Inc. Mergers & Acquisitions Buy-Side $47.6 Million Financial Services, Depositories Piper Sandler served as buy-side advisor for MidWestOne Financial Group, Inc. on acquisition of Iowa First Bancshares Corp. MidWestOne Financial Group, Inc. has acquired Iowa First Bancshares Corp. Financial Advisor
Published 11/01/2021 J.C. Flowers & Co. Mergers & Acquisitions Buy-Side Financial Services, Insurance Piper Sandler served as buy-side advisor for J.C. Flowers & Co. on acquisition of Tricor Insurance J.C. Flowers & Co. has acquired Tricor Insurance Financial Advisor
Published 11/01/2021 Balance Point Capital Partners Mergers & Acquisitions Minority Investment Financial Services, Asset & Wealth Management Piper Sandler served as financial advisor for Balance Point Capital Partners on a strategic minority investment from Nassau Investment Group Balance Point Capital Partners has received a strategic minority investment from Nassau Investment Group Financial Advisor
Published 11/01/2021 Renasant Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $200.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for Renasant Corporation on a 3.00% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Active Bookrunner
Published 11/01/2021 Third Coast Bancshares, Inc. Equity Capital Markets, Financing IPO $87.5 Million Financial Services, Depositories Piper Sandler served as active bookrunner for Third Coast Bancshares, Inc. Initial Public Offering Active Bookrunner
Published 11/01/2021 Engineered Fastener Company Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for EFC International, a portfolio company of Quad-C Management, on sale to Frontenac Company EFC International, a portfolio company of Quad-C Management, has been acquired by Frontenac Company Financial Advisor
Published 11/01/2021 Universal Insurance Holdings Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $100.0 Million Financial Services, Insurance Piper Sandler served as sole placement agent for Universal Insurance Holdings on a 5.625% senior unsecured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 11/01/2021 CCB Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $10.5 Million Financial Services, Depositories Piper Sandler served as sole placement agent for CCB on a 3.75% fixed-to-floating rate subordinated notes offering due in 2021 Subordinated Notes Sole Placement Agent
Published 11/01/2021 Stonegate Capital Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Piper Sandler served as sell-side advisor for Stonegate Capital on sale to SG Credit Partners Stonegate Capital has has been acquired by SG Credit Partners Financial Advisor
Published 11/01/2021 Project Nala Private Capital Advisory, Secondary Capital Secondary Capital $161.0 Million Private Capital Advisory Piper Sandler served as sole financial advisor for the LP Portfolio Sale LP Portfolio Sale Secondary Advisor
Published 11/01/2021 Summit Financial Group Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $75.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Summit Financial Group on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Sole Placement Agent
Published 11/01/2021 PB Partners Bancorp Mergers & Acquisitions Sell-Side Financial Services, Depositories Piper Sandler served as sell-side advisor for PB Partners Bancorp on sale to OceanFirst Bancorp PB Partners Bancorp has been acquired by OceanFirst Bancorp Financial Advisor
Published 10/29/2021 Udemy, Inc. Financing, Equity Capital Markets IPO $439.4 Million Technology, Internet & Digital Media Piper Sandler served as co-manager for Udemy, Inc. on its initial public offering Initial Public Offering Co-Manager
Published 10/29/2021 Titanium Exploration Partners LLC Mergers & Acquisitions Sell-Side Energy & Power, Upstream Piper Sandler served as financial advisor for Castlelake on divestiture of its non-operating wellbore interest and a portion of its undeveloped leasehold managed to Titanium Exporation Partners, LLC Castlelake has divested its non-operating wellbore interest and a portion of its undeveloped leasehold managed to Titanium Exporation Partners, LLC Financial Advisor
Published 10/29/2021 Molded Devices, Inc. Financing, Debt Capital Markets Senior Term Loan Healthcare, Med-Tech Piper Sandler served as sole placement agent for Molded Devices, Inc. on its debt capital raise Senior Term Loan Financial Advisor
Published 10/28/2021 Sonendo, Inc. Financing, Equity Capital Markets IPO $93.6 Million Healthcare, Med-Tech Piper Sandler served as bookrunner for Sonendo, Inc. on on its initial public offering Initial Public Offering Active Bookrunner
Published 10/28/2021 Elite Body Sculpture, Inc. Financing, Equity Capital Markets IPO $88.5 Million Consumer, Health & Wellness Services Piper Sandler served as bookrunner for AirSculpt Technologies, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 10/27/2021 Solo Brands Financing, Equity Capital Markets IPO $252.0 Million Consumer, Diversified Consumer Products Piper Sandler served as bookrunner for Solo Brands, Inc. on its initial public offering Initial Public Offering Left 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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