Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 01/04/2024 BearCom Group, Inc. Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for BearCom Group, Inc., a portfolio company of Bertram Capital, on sale to Siris Capital BearCom Group, Inc., a portfolio company of Bertram Capital, has sold to Siris Capital Financial Advisor
Published 01/03/2024 Keros Therapeutics Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $161.0 Million Healthcare, Biopharma Piper Sandler served as bookrunner for Keros Therapeutics, Inc. on a confidentially marketed follow-on offering Confidentially Marketed Follow-On Offering Active Bookrunner
Published 12/29/2023 TransGo, LLC Mergers & Acquisitions Division Carve Out Services & Industrials Piper Sandler served as sell-side advisor for Race Winning Brands, a portfolio company of MiddleGround Capital, on divestiture of TransGo, LLC to CenterGate Capital Race Winning Brands, a portfolio company of MiddleGround Capital, has divested TransGo, LLC to CenterGate Capital Financial Advisor
Published 12/29/2023 Public Trust Advisors, LLC Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Public Trust Advisors has entered into a strategic partnership with Flexpoint Ford Financial Advisor
Published 12/29/2023 McIntyre Partners Mergers & Acquisitions Buy-Side Energy & Power, Energy & Power Infrastructure Piper Sandler served as buy-side advisor for McIntyre Partners and Velocity on acquisition of MoreId, a portfolio consisting of MoreId Apply, Global Maritime and MoreId Ross Offshore McIntyre Partners and Velocity have acquired MoreId, a portfolio consisting of MoreId Apply, Global Maritime and MoreId Ross Offshore Financial Advisor
Published 12/28/2023 The Needham Bank Financing, Equity Capital Markets IPO $410.0 Million Financial Services, Depositories Piper Sandler served as sole marketing agent for The Needham Bank on its initial public offering Initial Public Offering Sole Marketing Agent
Published 12/27/2023 ProFrac Holding Corp. Financing, Debt Capital Markets Senior Secured Debt $885.0 Million Energy & Power, Energy & Power Infrastructure Piper Sandler served as sole placement agent for ProFrac Holding Corp. on a debt financing
 Senior Secured Notes
Senior Secured Term Loan 		Sole Placement Agent
Published 12/26/2023 Evergreen - UNI Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for WT Holdings on divestiture of Evergreen flexible Bonding Solutions to Accretive, a division of Assured Partners WT Holdings has sold Evergreen flexible Bonding Solutions to Accretive, a division of Assured Partners Financial Advisor
Published 12/22/2023 OrthAlign, Inc. Financing, Debt Capital Markets Senior Term Loan $50.0 Million Healthcare, Med-Tech Piper Sandler served as sole debt placement agent for OrthAlign, Inc. on a debt capital raise Senior Secured Term Loan Sole Placement Agent
Published 12/21/2023 Elevate Security, Inc. Mergers & Acquisitions Sell-Side Technology, Security Piper Sandler served as sell-side advisor for Elevate Security, Inc. on sale to Mimecast, a portfolio company of Permira, L.P.
 Elevate Security, Inc. has sold to Mimecast, a portfolio company of Permira, L.P.
 Financial Advisor
Published 12/21/2023 Integrity Implants Inc. (Accelus) Financing, Debt Capital Markets Senior Term Loan Healthcare, Med-Tech Piper Sandler served as sole debt placement agent for Integrity Implants Inc. on a debt capital raise Senior Term Loan Sole Placement Agent
Published 12/19/2023 High Bar Brands, LLC Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for High Bar Brands, LLC, a portfolio company of Heartwood Partners, on sale to affiliates of Sentinel Capital Partners
 High Bar Brands, LLC, a portfolio company of Heartwood Partners, has sold to affiliates of Sentinel Capital Partners Financial Advisor
Published 12/18/2023 Xyleme, Inc. Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as sell-side advisor for Xyleme, a portfolio company of Bow River Capital, on sale to Madcap, a portfolio company of Battery Xyleme, a portfolio company of Bow River Capital, has sold to Madcap, a portfolio company of Battery Financial Advisor
Published 12/15/2023 Associated Asphalt Mergers & Acquisitions Sell-Side Energy & Power, Energy & Power Infrastructure Piper Sandler served as sell-side advisor for Associated Asphalt, LLC, a portfolio company of ArcLight Capital Partners, on sale to Ergon Associated Asphalt, LLC, a portfolio company of ArcLight Capital Partners, has sold to Ergon Financial Advisor
Published 12/15/2023 Mergers & Acquisitions Sell-Side Healthcare, Med-Tech Piper Sandler served as sell-side advisor for Powertronix, a portfolio company of Hanover Partners, Inc. and Greyrock Capital Group, LLC, has been acquired by Astrodyne TDI Corp., a portfolio company of Tinicum Incorporated Powertronix, a portfolio company of Hanover Partners, Inc. and Greyrock Capital Group, LLC, has sold to Astrodyne TDI Corp., a portfolio company of Tinicum Incorporated Financial Advisor
Published 12/13/2023 Ocular Therapeutix, Inc. Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $115.1 Million Technology, Security Piper Sandler served as bookrunner for Ocular Therapeutix, Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 12/12/2023 Cilajet Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for Cilajet, LLC on sale to VSS Group, a portfolio company of Kinderhook Industries Cilajet, LLC has sold to VSS Group, a portfolio company of Kinderhook Industries Financial Advisor
Published 12/12/2023 Heartland Company (U.S. Facility Services) Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for Heartland Company (U.S. Facility Services), a portfolio company of Sterling Investment Partners, on sale to Pritzker Private Capital Heartland Company (U.S. Facility Services), a portfolio company of Sterling Investment Partners, has sold to Pritzker Private Capital Financial Advisor
Published 12/12/2023 Road Safety Services, Inc Mergers & Acquisitions Sell-Side Services & Industrials Piper Sandler served as sell-side advisor for Road Safety Services, a portfolio company of Parallel49 Equity, on sale to Harvest Partners Road Safety Services, a portfolio company of Parallel49 Equity, has sold to Harvest Partners Financial Advisor
Published 12/08/2023 Correll Group Mergers & Acquisitions Sell-Side Energy & Power, Renewables & Clean Energy Piper Sandler served as sell-side advisor for Correll Group on announced sale to SPIE Correll Group has agreed to be acquired by SPIE Financial Advisor

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.

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