Investment Banking Transactions

loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 02/05/2021 Owning Corporation Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Piper Sandler served as sell-side advisor to Owning Corporation on sale to Guaranteed Rate, Inc. Owning Corporation has been acquired by Guaranteed Rate, Inc. Financial Advisor
Published 02/04/2021 Ortho Clinical Diagnostics, Inc. Financing, Equity Capital Markets IPO $1.5 Billion Healthcare, Tools & Diagnostics Piper Sandler served as bookrunner for Ortho Clinical Diagnostics, Inc. on its initial public offering Initial Public Offering Passive Bookrunner
Published 02/03/2021 ON24, Inc. Financing, Equity Capital Markets IPO $492.3 Million Technology, Software Piper Sandler served as co-manager for On24 Inc. on its initial public offering Initial Public Offering Co-Manager
Published 02/03/2021 Kaleido Biosciences Financing, Equity Capital Markets CMFO $69.4 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Kaleido Biosciences, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 02/03/2021 Sensei Biotherapeutics, Inc. Financing, Equity Capital Markets IPO $152.5 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Sensei Biotherapeutics Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 02/02/2021 MB Mutual Holding Company Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $30.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for MB Bancorp, Inc. on a $30.0 million offering of 3.50% fixed-to-floating rate subordinated notes Subordinated Debt Sole Placement Agent
Published 02/01/2021 Figure Acquisition Corp. I Equity Capital Markets, Financing IPO $287.5 Million Financial Services, Specialty Finance Piper Sandler served as co-manager for Figure on its initial public offering Initial Public Offering Co-Manager
Published 02/01/2021 Obsidian Insurance Holdings, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $3.0 Million Financial Services, Insurance Piper Sandler served as sole placement agent for Obsidian on a 6.50% senior notes offering due in 2025 Senior Notes Lead Placement Agent
Published 02/01/2021 Loan Depot Equity Capital Markets, Financing IPO $62.0 Million Financial Services Piper Sandler served as co-manager for Loan Depot on its initial public offering Initial Public Offering Co-Manager
Published 02/01/2021 Solidcore Holdings, LLC Mergers & Acquisitions Minority Investment Consumer, Health & Wellness Services Piper Sandler served as financial advisor for Solidcore Holdings LLC on a significant investment from VMG Minority Investment Financial Advisor
Published 02/01/2021 Westchester Capital Management, LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Piper Sandler served as sell-side advisor for Westchester Capital Management, LLC on sale to Virtus Investment Partners, Inc.
Westchester Capital Management, LLC has been acquired by Virtus Investment Partners, Inc. Financial Advisor
Published 02/01/2021 Carrington Mortgage Services Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $245.0 Million Financial Services, Real Estate Piper Sandler served as sole placement agent for Carrington Mortgage Services on a 8.00% senior secured notes offering due in 2026 Senior Notes Sole Placement Agent
Published 01/31/2021 McGraw-Hill Education, Inc. Restructuring Special Situations Financing $2.3 Billion Services & Industrials Piper Sandler served as investment banker for an ad hoc group of unsecured noteholders in the restructuring of McGraw-Hill Education, Inc. Special Situations Financing Financial Advisor
Published 01/29/2021 361 Capital, LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Piper Sandler served as sell-side advisor for 361 Capital, LLC on sale to Hamilton Lane, Inc.
361 Capital, LLC has been acquired by Hamilton Lane, Inc. Financial Advisor
Published 01/29/2021 Surgical Specialties Corporation Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Piper Sandler served as sell-side advisor for Surgical Specialties Corp, backed by Vivo Capital and ZQ Capital, on sale to Corza Health, a portfolio company of GTCR Surgical Specialties Corp, backed by Vivo Capital and ZQ Capital, has been acquired by Corza Health, a portfolio company of GTCR Financial Advisor
Published 01/28/2021 Neuronetics, Inc. Financing, Equity Capital Markets CMFO $86.3 Million Healthcare, Med-Tech Piper Sandler served as bookrunner for Neuronetics, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 01/28/2021 Qualtrics International Inc. Financing, Equity Capital Markets IPO $1.8 Billion Technology, Software Piper Sandler served as co-manager for Qualtrics International Inc. on its initial public offering Initial Public Offering Co-Manager
Published 01/28/2021 Centrify Corporation Mergers & Acquisitions Buy-Side $900.0 Million Technology, Software Piper Sandler served as buy-side advisor for Centrify Corporation, on sale to TPG Capital Centrify Corporation, a portfolio company of Thoma Bravo, has been acquired by TPG Capital Financial Advisor
Published 01/27/2021 Surgalign Holdings, Inc. Financing, Equity Capital Markets Follow-On Offering $43.0 Million Healthcare, Med-Tech Piper Sandler served as left bookrunner for Suralign Holdings, Inc. on a follow-on offering Follow-On Offering Left Bookrunner
Published 01/26/2021 Cottonwood Residential II Mergers & Acquisitions Fairness Opinion Financial Services, Real Estate Piper Sandler provided a fairness opinion for Cottonwood Residential II on sale to Cottonwood Communities, Inc. Fairness Opinion 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.