Investment Banking Transactions

Clear Filters
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 03/31/2020 Estancia Capital Management, LLC Mergers & Acquisitions Buy-Side Financial Services, Asset & Wealth Management Piper Sandler served as buy-side advisor for North Square Investments, LLC, a portfolio company of Estancia Capital Partners, on acquisition of C.S. McKee L.P.
 North Square Investments, LLC, a portfolio company of Estancia Capital Partners, has acquired C.S. McKee L.P Financial Advisor
Published 03/31/2020 Engenium Chemicals Corporation Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for Engenium Chemicals Corporation on to sale 2061600 Alberta LTD. Engenium is a leading Canadian manufacturer, blender and distributor of oilfield chemicals used in drilling, completions and production Engenium Chemicals Corporation has been acquired by 2061600 Alberta LTD Financial Advisor
Published 03/31/2020 EC-OG Financing, Debt Capital Markets Preferred Equity Energy, Power & Infrastructure, Renewables & Clean Energy Piper Sandler served as financial advisor for EC-OG on secured funding from a consortium of investors including Par Equity LLP, Orchard Venture Capital Limited and Scottish Enterprise. This funding will enable the company to fully commercialise its subsea battery storage "Halo" technology. EC-OG specialises in the development of solutions for the provision of autonomous electrical power to subsea assets EC-OG secured funding from a consortium of investors including Par Equity LLP, Orchard Venture Capital Limited and Scottish Enterprise Financial Advisor
Published 03/31/2020 Estancia Capital Management, LLC Mergers & Acquisitions Buy-Side $73.6 Million 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 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 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 03/04/2020 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 03/02/2020 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 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 03/01/2020 Blue Water Energy Mergers & Acquisitions Buy-Side $130.0 Million Energy, Power & Infrastructure, 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 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 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

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.

© 2024 Piper Sandler Companies. Since 1895. All rights reserved.