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Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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Published | 03/31/2020 | Estancia Capital Management, LLC | Mergers & Acquisitions | Buy-Side | $73.6 Million | Image
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Financial Services, Asset & Wealth Management | Piper Sandler served as buy-side advisor for Estancia Capital Management, LLC and management team of Estancia Capital Management, LLC on acquisition of Geneva Capital Management, LLC from Janus Henderson Group plc and Bruce Koepfgen in a management buyout | Estancia Capital Management, LLC and management team of Estancia Capital Management, LLC have acquired Geneva Capital Management, LLC from Janus Henderson Group plc and Bruce Koepfgen | Financial Advisor |
Published | 03/19/2020 | AFLAC Inc. | Mergers & Acquisitions | Buy-Side | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | Image
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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 | BridgeBio Pharma, Inc. | Financing, Equity Capital Markets | Convertible Offering | $550.0 Million | Image
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Healthcare, Biopharma | Piper Sandler served as bookrunner for BridgeBio Pharma, Inc. on a convertible offering | Convertible Offering | Passive Bookrunner |
Published | 03/04/2020 | Arbor Realty Trust, Inc. | Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services | Senior Notes | $275.0 Million | Image
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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 | 03/02/2020 | World Insurance Associates, LLC | Mergers & Acquisitions | Sell-Side | Image
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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 | Midwest Can Company and Container Specialties, Inc. | Mergers & Acquisitions | Sell-Side | Image
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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 | 03/02/2020 | ParcelShield Holdings, LLC | Mergers & Acquisitions | Sell-Side | Image
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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 | 03/01/2020 | Blue Water Energy | Mergers & Acquisitions | Buy-Side | $130.0 Million | Image
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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 | Image
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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 | Image
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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 | Image
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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 | First-Citizens Bank & Trust Company | Debt Capital Markets - Depositories, Real Estate & Financial Services, Financing | Subordinated Debt | $350.0 Million | Image
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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 | 02/27/2020 | Ascentium Capital LLC | Mergers & Acquisitions | Sell-Side | Image
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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 | 02/26/2020 | Harrogate Water Brands | Mergers & Acquisitions | Sell-Side | Image
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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 | Image
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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 |
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.