Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 08/20/2020 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 08/19/2020 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 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 08/18/2020 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 ValTek Industries, Inc. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, 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 08/17/2020 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 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 08/12/2020 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 08/11/2020 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

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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