Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published Pinstripes Mergers & Acquisitions Minority Investment Consumer, Restaurants Piper Sandler served as financial advisor for Pinstripes on receiving of a growth capital investment Financial Advisor
Published Mergers & Acquisitions Fairness Opinion Financial Services, Depositories Piper Sandler served as sell-side advisor and provided a fairness opinion to Greenwoods Financial in the announced acquisition by Christopher M. George
Greenwoods State Bank has announced to be acquired by Christopher M. George Financial Advisor
Published Tradify Ltd. Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as sell-side advisor for Tradify in announced acquisition to The Access Group, a portfolio company of Hg Capital and TA Associates Tradify has agreed to be acquired by Access, a portfolio company of Hg Capital and TA Assoicates Financial Advisor
Published Mergers & Acquisitions Sell-Side $80.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor to Marine Bancorp of Florida on the announced acquisition to ELGA Credit Union Marine Bancorp of Florida has announced their acquisition by ELGA Credit Union Financial Advisor
Published DMV Technology Solutions Provider Financing, Debt Capital Markets Senior Term Loan $75.0 Million Technology, Software Piper Sandler served as sole underwriter and administrative agent for a DMV technology solutions provider Senior Term Loan and Revolver Sole Underwriter
Published Mid Penn Bancorporation Mergers & Acquisitions Fairness Opinion $53.9 Million Financial Services, Depositories Piper Sandler provided a fairness opinion for Mid Penn Bancorporation, Inc. on announced acquisition of Brunswick Bancorp Fairness Opinion Financial Advisor
Published Mergers & Acquisitions Sell-Side $267.0 Million Financial Services, Depositories Piper Sandler served as the sell-side advisor to Piedmont Bancorp in the announced merge with United Bankshares, Inc. Piedmont Bancorp announced its merge with United Bankshares, Inc Financial Advisor
Published Premier Financial Corp Mergers & Acquisitions Sell-Side $959.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor to Premier Financial Corp on its announced merger with WesBanco
Premier Financial Corp. has agreed to be acquired by WesBanco Financial Advisor
Published Abacus Life, Inc. Financing, Debt Capital Markets - Depositories, Real Estate & Financial Services Senior Notes Financial Services, Diversified Financials Piper Sandler served as lead bookrunner for Abacus Life, Inc. on a senior notes offering Senior Notes Lead Bookrunner
Published Workforce Analytics Provider Financing, Debt Capital Markets Senior Term Loan $90.0 Million Technology, Software Piper Sandler served as sole staple agent for a workforce analytics provider Senior Term Loan and Revolver Sole Staple Provider
Published Unum Group Mergers & Acquisitions Division Carve Out Financial Services, Insurance Piper Sandler served as financial advisor to Unum Group in their announced agreement to sell Unum's Medical Stop Loss Business to The Amyntra Group Unum Group has announced the sale of its Medical Stop Loss Business to The Amynta Group Financial Advisor
Published Evans Bancorp Inc. Mergers & Acquisitions Sell-Side $236.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for Evans Bancorp on announced merger with NBT Bancorp
Evans Bancorp has agreed to merge with NBT Bancorp Financial Advisor
Published Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for Sunstar Insurance Group a portfolio company of Brown Brothers Harriman in the announced acquisition to Reverence Capital Partners
Sunstar Insurance Group a portfolio company of Brown Brothers Harriman has agreed to be acquired by Reverence Capital Partners Financial Advisor
Published KLX Energy Services Financing, Equity Capital Markets At the Market Offering $50.0 Million Energy, Power & Infrastructure, Oilfield Services & Equipment Piper Sandler served as placement agent for KLX Energy Services on an ATM offering
ATM Offering Sole Placement Agent
Published BCB Bancorp, Inc. Debt Capital Markets Subordinated Notes $40.0 Million Financial Services, Depositories Piper Sandler served as sole placement agent to BCB Bank on its announced subordinated notes offering Subordinated Notes Offering Sole 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.