Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/26/2020 1st Colonial Bancorp, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $10.8 Million Financial Services, Depositories Piper Sandler served as sole placement agent for 1st Colonial Bancorp, Inc. on an offering of $10.75 million of 7.00% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 08/25/2020 BJ Services LLC Mergers & Acquisitions Division Carve Out Energy & Power, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for BJ Services LLC on the divestiture of its active pressure pumping fleets, inventory and the TITAN next generation frac intellectual property (collectively "BJ Frac") to TES Asset Acquisition LLC, an affiliate of CSL Capital Management in a going-concern 363 sale as part of BJ Services voluntary Chapter 11 bankruptcy proceedings BJ Services LLC has divested select frac assets that have been acquired by TES Asset Acquisition LLC, an affiliate of CSL Capital Management Financial Advisor
Published 08/25/2020 Shore Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $25.0 Million Financial Services, Depositories Piper Sandler served as lead placement agent for Shore Bancshares, Inc. on an offering of $25.0 million of fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Joint Placement Agent
Published 08/25/2020 Music Reports, Inc. Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as sell-side advisor to Music Reports Inc., a portfolio company of Abry Partners, on sale to MidOcean Partners Music Reports Inc., a portfolio company of Abry Partners, has been acquired by MidOcean Partners Financial Advisor
Published 08/20/2020 Southern National Bancorp of Virginia Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $60.0 Million Financial Services, Depositories Piper Sandler served as joint bookrunner for Southern National Bancorp of Virginia, Inc. on a $60 million offering of 5.40% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Active Bookrunner
Published 08/20/2020 Park National Corp. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $175.0 Million Financial Services, Depositories Piper Sandler served as sole underwriter for Park National Corporation (AMEX: PRK) on a $175.0 million offering of 4.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Lead Bookrunner
Published 08/20/2020 Atlantic Capital Bancshares, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $75.0 Million Financial Services, Depositories Piper Sandler served as lead placement agent for Atlantic Capital Bancshares, Inc. on a private placement of $75.0 million of 5.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Lead Placement Agent
Published 08/20/2020 Piedmont Bancorp Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $20.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Piedmont Bancorp, Inc. on a private placement of $20.0 million of 5.75% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Sole Placement Agent
Published 08/20/2020 CRB Group, Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $106.0 Million Financial Services, Depositories Piper Sandler served as lead placement agent for CRB Group, Inc. on a private placement of $106.0 million of 6.50% fixed-to-floating rate subordinated notes due in 2030 Subordinated Debt Lead Placement Agent
Published 08/19/2020 ZoomInfo Technologies, Inc. Financing, Equity Capital Markets Follow-On Offering $635.6 Million Technology, Software Piper Sandler served as co-manager for ZoomInfo Technologies, Inc. on a follow-on offering Follow-On Offering Co-Manager
Published 08/19/2020 Guardian Analytics, Inc. Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as sell-side advisor for Guardian Analytics, Inc. in sale to NiceActimize, a business unit of NICE Ltd. Guardian Analytics, Inc. has been acquired by NiceActimize, a business unit of NICE Ltd. Financial Advisor
Published 08/18/2020 ValTek Industries, Inc. Mergers & Acquisitions Division Carve Out Energy & Power, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for ValTek Industries, Inc. on divestiture of assets to SERVA Group, LLC, a subsidiary of an EnTrans International, LLC ValTek Industries, Inc. has divested assets to SERVA Group, LLC, a subsidiary of an EnTrans International, LLC Financial Advisor
Published 08/18/2020 Harmony Biosciences Holdings, Inc. Financing, Equity Capital Markets IPO $147.6 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Harmony Biosciences Holdings, Inc. on its initial public offering Initial Public Offering Active Bookrunner
Published 08/18/2020 Plymouth Industrial REIT, Inc. Financing, Equity Capital Markets Follow-On Offering $96.0 Million Financial Services, Real Estate Piper Sandler served as co-manager for Plymouth Industrial REIT, Inc. on a confidentially marketed follow-on offering Follow-On Offering Co-Manager
Published 08/17/2020 EnvestNet Inc Mergers & Acquisitions Convertible $450.0 Million Financial Services, FinTech Piper Sandler served as co-manager for Envestnet Inc. on a convertible senior notes offering Convertible Co-Manager
Published 08/17/2020 Advent International Mergers & Acquisitions Buy-Side $1.7 Billion Technology, Software Piper Sandler served as buy-side advisor for Advent International on acquisition of Forescout Technologies, Inc., a portfolio company of Jericho Capital Asset Management Advent International has acquired Forescout Technologies, Inc., a portfolio company of Jericho Capital Asset Management Financial Advisor
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

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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