Investment Banking Transaction History

Our deals speak for themselves.

In the past few years, our award-winning deals have been recognized within the industry. Take a closer look at the breadth and depth of our experience by viewing details by industry, sector or transaction type.

June 2026 WhiteHawk Minerals Initial Public Offering Lead Bookrunning Manager $200,200,000

June 2026

About WhiteHawk Minerals

WhiteHawk Minerals is focused on acquiring and managing high-quality natural gas mineral and royalty interests in premier U.S. basins, with a portfolio concentrated in the Appalachian and Haynesville Basins.
June 2026 AEVEX Follow-On Offering Bookrunning Manager $216,000,000

June 2026

About AEVEX

AEVEX Corp. (NYSE: AVEX) is a leading U.S. defense technology company delivering autonomous unmanned systems, AI enabled mission software, and advanced ISR and electronic warfare solutions for national security customers.
June 2026 Health Catalyst has entered into a definitive agreement to divest Vitalware to Med-Metrix portfolio company of Harvest Partners A&M Capital Partners

June 2026

About Health Catalyst

Health Catalyst, Inc. (Nasdaq: HCAT) is a leading healthcare intelligence company that accelerates measurable improvement for health systems across cost, clinical, and consumer performance.
May 2026 Fidus Investment Corporation Senior Unsecured Notes Lead Placement Agent $120,000,000

May 2026

About Fidus Investment Corporation

Fidus Investment Corporation provides customized debt and equity financing solutions to lower middle-market companies, which management generally defines as U.S. based companies with revenues between $10 million and $150 million.
May 2026 Helio Intelligence portfolio company of Bridgepoint Bowmark Capital has entered into a definitive agreement to be acquired by eci

May 2026

About Helio Intelligence

Founded in 1998, Helio Intelligence (previously DeHavilland) empowers its clients with expert-led insights so they can track and interpret political, regulatory and policy developments across the UK and Europe.
May 2026 NTA Gruppe portfolio company of Adiuva Capital has entered into a definitive agreement to be acquired by Deutsche Private Equity

May 2026

About NTA Group

NTA Group is a leading German systems integrator specializing in fire detection, electronic security, as well as communication technology.
May 2026 Ampere Analysis portfolio company of Goldenpeak acquired Plum Research

May 2026

About Ampere Analysis

Founded in January 2015, Ampere Analysis is a new breed of media analyst firm. The company’s experienced team of sector-leading industry analysts specialises in sport, games, pay, and multiscreen TV, as well as next-generation content distribution.
May 2026 Ampere Analysis acquired by Goldenpeak

May 2026

About Ampere Analysis

Founded in January 2015, Ampere Analysis is a new breed of media analyst firm. The company’s experienced team of sector-leading industry analysts specialises in sport, games, pay, and multiscreen TV, as well as next-generation content distribution.
May 2026 Relay Therapeutics Follow-On Offering Lead Manager $275,000,000

May 2026

About Relay Therapeutics Inc.

Relay Therapeutics is a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease.
May 2026 PSB Holdings, Inc. has entered into a definitive agreement to be acquired by Bank First

May 2026

About PSB Holdings, Inc.

PSB Holdings, Inc. is the parent company of Peoples State Bank. Peoples provides investment and insurance products, along with retirement planning services, through Peoples Wealth Management, a division of Peoples.
May 2026 Golub Capital Senior Unsecured Notes Co-Manager $500,000,000

May 2026

About Golub Capital BDC, Inc.

Golub Capital BDC, Inc. (“GBDC”) is an externally-managed, non-diversified closed-end management investment company that has elected to be treated as a business development company under the Investment Company Act of 1940.
May 2026 Hancock Whitney has entered into a definitive agreement to acquire OFB Bancshares, Inc.

May 2026

About Hancock Whitney Corporation

Hancock Whitney offices and financial centers in Mississippi, Alabama, Florida, Louisiana, and Texas offer comprehensive financial products and services, including traditional and online banking; commercial and small business banking; private banking; trust and investment services; healthcare banking; and mortgage services.