Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/19/2020 AFLAC Inc. Mergers & Acquisitions Buy-Side Financial Services, Insurance Piper Sandler served as buy-side advisor for Aflac Incorporated on acquisition of Zurich North America's U.S. Corporate Life and Pensions Business Aflac Incorporated has acquired Zurich North America's U.S. Corporate Life and Pensions Business Financial Advisor
Published 03/18/2020 The Habit Restaurants, Inc. Mergers & Acquisitions Sell-Side $384.7 Million Consumer, Restaurants Piper Sandler served as sell-side for The Habit Restaurants, Inc. on sale to Yum! Brands The Habit Restaurants, Inc. has been acquired by Yum! Brands Financial Advisor
Published 03/10/2020 The Staywell Company, LLC Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Piper Sandler served as sell-side advisor for The StayWell Company, LLC, a subsidiary of Merck & Co., Inc. and portfolio company of Vestar Capital Partners, on its sale to WebMD Health Corp. The StayWell Company, LLC, a subsidiary of Merck & Co., Inc. and portfolio company of Vestar Capital Partners, has been acquired by WebMD Health Corp. Financial Advisor
Published 03/09/2020 Three Shores Bancorporation, Inc. Mergers & Acquisitions Sell-Side $180.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for Three Shores Bancorporation, Inc. has has been acquired by United Community Banks, Inc. Three Shores Bancorporation, Inc. has been acquired by United Community Banks, Inc. Financial Advisor
Published 03/06/2020 Carroll Bancorp, Inc. Mergers & Acquisitions Sell-Side $25.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for Carroll Bancorp, Inc. on sale to Farmers and Merchants Bancshares, Inc. Carroll Bancorp, Inc. has been acquired by Farmers and Merchants Bancshares, Inc. Financial Advisor
Published 03/05/2020 First Citizens Bancshares, Inc. Equity Capital Markets, Financing Preferred Stock $345.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for First Citizens BancShares, Inc. on a fixed-rate non-cumulative perpetual preferred offering Preferred Stock Active Bookrunner
Published 03/04/2020 Arbor Realty Trust, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes $275.0 Million Financial Services, Real Estate Piper Sandler served as sole placement agent for Arbor Realty Trust, Inc. on a private placement of $275.0 million of 7.25% Senior Notes due in 2027 Senior Notes Sole Placement Agent
Published 03/04/2020 BridgeBio Pharma, Inc. Financing, Equity Capital Markets Convertible Offering $550.0 Million Healthcare, Biopharma Piper Sandler served as bookrunner for BridgeBio Pharma, Inc. on a convertible offering Convertible Offering Passive Bookrunner
Published 03/02/2020 World Insurance Associates, LLC Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advsior for World Insurance Associates on sale to Charlesbank Capital Partners World Insurance Associates has been acquired by Charlesbank Capital Partners Financial Advisor
Published 03/02/2020 ParcelShield Holdings, LLC Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Piper Sandler served as sell-side advisor for ParcelShield Holdings, LLC on sale to Excellere Capital Management, LLC ParcelShield Holdings, LLC has been acquired by Excellere Capital Management, LLC Financial Advisor
Published 03/02/2020 Midwest Can Company and Container Specialties, Inc. Mergers & Acquisitions Sell-Side Consumer, Services & Industrials Piper Sandler served as sell-side advisor for Midwest Can Company and Container Specialties, Inc., a portfolio company of GenNx360 Capital Partners, on sale to Argand Partners LP Midwest Can Company and Container Specialties, Inc., a portfolio company of GenNx360 Capital Partners, has been acquired by Argand Partners LP Financial Advisor
Published 03/01/2020 Blue Water Energy Mergers & Acquisitions Buy-Side $130.0 Million Energy & Power, Oilfield Services & Equipment Piper Sandler served as financial advisor for Blue Water Energy has acquired on a 70% acquisition of Varel International Energy Services Inc. ("VIES"), the drilling and completions division of Sandvik AB. Blue Water Energy is a specialist international private equity firm focused on the middle-market energy sector Blue Water Energy has acquired a 70% stake in Varel International Energy Services Inc. Financial Advisor
Published 03/01/2020 Obsidian Insurance Holdings Mergers & Acquisitions Minority Investment $245.0 Million Financial Services, Insurance Piper Sandler served as lead placement agent for Obsidian Insurance Holdings on a private placement Private Placement Lead Placement Agent
Published 02/29/2020 Fortis Financial Inc. Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $10.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for Fortis Financial Inc. on a private placement of $10.0 million of Subordinated Notes due in 2030 Subordinated Debt Sole Placement Agent
Published 02/29/2020 NORCAL Mutual Insurance Company Mergers & Acquisitions Fairness Opinion Financial Services, Insurance Piper Sandler provided a fairness opinion for NORCAL Mutual Insurance Company on sale to ProAssurance Corporation Fairness Opinion Financial Advisor
Published 02/27/2020 Ascentium Capital LLC Mergers & Acquisitions Sell-Side Financial Services, Specialty Finance Piper Sandler served as sell-side advisor for Ascentium Capital LLC on sale to Regions Bank Ascentium Capital LLC has has been acquired by Regions Bank Financial Advisor
Published 02/27/2020 First-Citizens Bank & Trust Company Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $350.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent for First Citizens Bancshares, Inc. on a private placement of $350.0 million of 3.375% subsordinated notes due in 2030 Subordinated Debt Active Bookrunner
Published 02/26/2020 Harrogate Water Brands Mergers & Acquisitions Sell-Side Consumer, Food & Beverage Piper Sandler served as sell-side advisor for Harrogate Water Brands on sale of a majority stake sale to Danone Harrogate Water has sold a majority stake to Danone Financial Advisor
Published 02/25/2020 Fulton Financial Corporation Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing Subordinated Debt $200.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for Fulton Financial Corporation on its offering of $200.0 million of 3.25% fixed-to-floating rate subordinated notes due 2030 Subordinated Debt Active Bookrunner
Published 02/24/2020 First Bank (Creve Coeur) Mergers & Acquisitions Division Carve Out Financial Services, Depositories Piper Sandler served as sell-side advisor for First Bank on divestiture of 14 branches in Missouri and Illinois through three separate transactions First Bank has divested 14 branches in Missouri and Illinois through three separate transactions 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.

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