Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/15/2020 Security Bank and Trust Company Mergers & Acquisitions Buy-Side Financial Services, Depositories Piper Sandler served as buy-side advisor for Security Bank and Trust Company on acquisition of The Farmers & Merchants Bank Security Bank and Trust Company has acquired of The Farmers & Merchants Bank Financial Advisor
Published 08/13/2020 Bay Banks of Virginia, Inc. Mergers & Acquisitions Sell-Side $100.0 Million Financial Services, Depositories Piper Sandler served as as sell-side advisor for Bay Banks of Virginia, Inc. on sale to Blue Ridge Bankshares, Inc Bay Banks of Virginia, Inc. has been acquired by Blue Ridge Bankshares, Inc Financial Advisor
Published 08/13/2020 Oak Street Health, Inc Financing, Equity Capital Markets IPO $377.3 Million Healthcare, Information-Driven Healthcare, Healthcare Services Piper Sandler served as bookrunner for Oak Street Health, Inc on its initial public offering Initial Public Offering Passive Bookrunner
Published 08/12/2020 Touchstone Bankshares Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $8.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Touchstone Bankshares, Inc. on a private placement of $8.0 million of 6.00% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Lead Placement Agent
Published 08/12/2020 Seres Therapeutics, Inc. Financing, Equity Capital Markets Follow-On Offering $225.8 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Seres Therapeutics, Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 08/12/2020 Adverum Biotechnologies, Inc. Financing, Equity Capital Markets Follow-On Offering $216.8 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Adverum Biotechnologies, Inc. on a follow-on offering Follow-On Offering Active Bookrunner
Published 08/11/2020 Overstock.com, Inc. Financing, Equity Capital Markets Follow-On Offering $204.1 Million Technology, Internet & Digital Media Piper Sandler served as co-manager for Overstock.com, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 08/10/2020 The Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Senior Notes $100.0 Million Financial Services, Depositories Piper Sandler served as left bookrunner for The Bancorp, Inc. on an offering of $100.0 million of 4.75% fixed rate senior notes due 2025 Senior Notes Lead Bookrunner
Published 08/10/2020 Level One Bancorp, Inc. Equity Capital Markets, Financing Preferred Stock $25.0 Million Financial Services, Depositories Piper Sandler served as sole underwriter for Level One Bancorp, Inc. on an offering of non-cumulative perpetual preferred stock Preferred Stock Sole Underwriter
Published 08/07/2020 IBEX Limited Financing, Equity Capital Markets IPO $90.5 Million Technology, Software Piper Sandler served as bookrunner for IBEX Holdings Limited on its initial public offering Initial Public Offering Active Bookrunner
Published 08/06/2020 Horizon Therapeutics Public Limited Company Financing, Equity Capital Markets Follow-On Offering $963.5 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Horizon Therapeutics on a follow-on offering Follow-On Offering Passive Bookrunner
Published 08/06/2020 Mabrey Bancorporation, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $28.0 Million Financial Services, Depositories Piper Sandler served as lead placement agent for Mabrey Bancorporation, Inc. on a private placement of $28.0 million of 5.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Lead Placement Agent
Published 08/05/2020 Avalara, Inc. Financing, Equity Capital Markets Follow-On Offering $575.0 Million Technology, Software Piper Sandler served as co-manager for Avalara, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 08/03/2020 Titan Medical Inc. Mergers & Acquisitions Buy-Side Healthcare, Med-Tech Piper Sandler served as financial advisor for Titan Medical on a technology development and licensing agreement with Medtronic Development and Licensing Agreement Financial Advisor
Published 08/01/2020 Envestnet Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Convertible Offering $450.0 Million Financial Services, Asset & Wealth Management Piper Sandler served as co-manager for Envestnet on a senior convertible notes offering Senior Convertible Notes Co-Manager
Published 08/01/2020 e-Telequote Insurance Financing, Piper Sandler Finance Senior Term Loan $200.0 Million Healthcare, Healthcare Services Piper Sandler Finance served as sole underwriter and administrative agent for e-Telequote Insurance on a senior secured term loan, delayed draw term loan and incremental delayed draw term loan Senior Secured Term Loan
Delayed Draw Term Loan & Incremental DDTL 		Sole Underwriter
Published 07/31/2020 TCR2 Therapeutics Financing, Equity Capital Markets Follow-On Offering $142.6 Million Healthcare, Biopharma Piper Sandler served as bookrunner for TCR2 Therapeutics on a follow-on offering Follow-On Offering Active Bookrunner
Published 07/31/2020 Happy Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $140.0 Million Financial Services, Depositories Piper Sandler served as co-placement agent for Happy Bancshares, Inc. on a private placement of subordinated notes Subordinated Debt Joint Placement Agent
Published 07/31/2020 RailPros, Inc. Mergers & Acquisitions Sell-Side $205.0 Million Services & Industrials Piper Sandler served as sell-side advisor for RailPros, Inc., a portfolio company of Bow River Capital, on sale to Court Square Capital RailPros, Inc., a portfolio company of Bow River Capital, has been acquired by Court Square Capital Financial Advisor
Published 07/30/2020 LUFKIN Industries Financing, Debt Capital Markets Senior Secured Debt $50.0 Million Energy & Power, Oilfield Services & Equipment Piper Sandler served as sole placement agent for LUFKIN Industries on the raise of an ABL Revolving Credit Facility. Lufkin is a leading global provider of rod lift products, technologies, services and solutions, including automated control and optimization equipment and software for rod lift equipment to the oil and gas industry ABL Revolving Credit Facility Sole Placement Agent

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.

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