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.
July 2025
About Business First Bancshares, Inc.
Business First Bancshares, Inc. operates banking centers and loan production offices across Louisiana and Texas, providing commercial and personal banking products and services.
July 2025
About Plumas Bancorp
Plumas Bancorp (NASDAQ: PLBC) is headquartered in Reno, Nevada and is the holding company for Plumas Bank, which was founded in 1980. Plumas Bank is a full-service community bank headquartered in Quincy, California.
June 2025
About Jefferson Capital
Founded in 2002, Jefferson Capital is an analytically driven purchaser and manager of charged-off and insolvency consumer accounts with operations in the United States, Canada, the United Kingdom and Latin America.
June 2025
About Aerospace Insurance Managers
Aerospace Insurance Managers ("AIM") is a general aviation insurance services provider based in Dallas, Texas.
June 2025
About Blue Owl Technology Finance Corp
Blue Owl Technology Finance Corp. ("OTF") is a specialty finance company focused on making debt and equity investments to U.S. technology-related companies, with a strategic focus on software.
June 2025
About Brown & Brown
Brown & Brown Inc (Brown & Brown) is a diversified insurance agency, wholesale brokerage and service organization.
June 2025
About Barings Private Credit Corporation
Barings Private Credit Corporation is a privately offered perpetual-life BDC that was formed in April 2021. BPCC invests in senior secured private debt instruments in well-established middle-market businesses to help fund acquisitions, growth or refinancing.
May 2025
About Seacoast Banking Corporation of Florida
Seacoast Banking Corporation of Florida is one of the largest community banks headquartered in Florida with approximately $15.7 billion in assets and $12.6 billion in deposits as of March 31, 2025.
May 2025
About American Integrity Insurance Group
American Integrity Insurance Group is one of Florida’s leading providers of residential property insurance, proudly serving more than 385,000 policyholders across Florida, Georgia, and South Carolina.
May 2025
About Aspen
Aspen is a leading specialty insurer and reinsurer that takes a pragmatic, innovative approach to providing bespoke insurance solutions for complex needs.
May 2025
About First Commonwealth
First Commonwealth provides a full range of commercial banking, consumer banking, mortgage, equipment finance, wealth management and insurance products and services through its subsidiaries First Commonwealth Bank and First Commonwealth Insurance Agency.
April 2025
About HarborOne
HarborOne Bancorp, Inc. is the holding company for HarborOne Bank, a Massachusetts-chartered trust company. HarborOne Bank serves the financial needs of consumers, businesses, and municipalities throughout Eastern Massachusetts and Rhode Island.