Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 11/02/2021 Anchor Loans Mergers & Acquisitions Sell-Side Financial Services, Real Estate Piper Sandler served as sell-side advisor for Anchor Loans on sale to Pretium Partners Anchor Loans has been acquired by Pretium Partners Financial Advisor
Published 11/02/2021 Impinj, Inc. Financing, Equity Capital Markets Convertible Offering $287.5 Million Technology, Hardware Piper Sandler served as co-manager for Impinj, Inc. on a convertible offering Convertible Offering Co-Manager
Published 11/02/2021 Civista Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Notes $75.0 Million Financial Services, Depositories Piper Sandler served as lead placement agent for Civista Bancshares, Inc. on a 3.25% fixed-to-floating rate subordinated notes offering due in 2031 Subordinated Notes Joint 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 11/01/2021 Victory Capital Financing, Equity Capital Markets Follow-On Offering $156.4 Million Financial Services, Asset & Wealth Management Piper Sandler served as co-manager for Victory Capital on a follow-on offering Follow-On Offering Co-Manager
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 When I Work, Inc. Mergers & Acquisitions Sell-Side $200.0 Million Technology, Software Piper Sandler served as financial advisor for When I Work, Inc. on a growth investment from Bain Capital Tech Opportunities When I Work, Inc. has received a growth investment from Bain Capital Tech Opportunities Financial Advisor
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 FinWise Bancorp Equity Capital Markets, Financing IPO $42.3 Million Financial Services, Depositories Piper Sandler served as active bookrunner for FinWise on its initial public offering Initial Public Offering Active Bookrunner
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 Broadmark Realty Capital 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 Broadmark Realty Capital on a 5.00% senior 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 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 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 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 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 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 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 Claros Mortgage Trust Private Capital Advisory, Capital Solutions Capital Solutions $93.0 Million Private Capital Advisory Piper Sandler served as sole financial advisor to Carlos Mortgage Trust on the IPO of the commercial Mortgage REIT IPO of Commercial Mortgage REIT
 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

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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