Investment Banking
Forward thinking. Results driven.
No matter where your business stands in its life cycle, we’re here to help you take it to the next level. With deep industry expertise to back up our full-service investment banking capabilities, we’re driven by a commitment to senior banker focus and supported by hundreds of specialized experts within various growth-oriented industry practices.
Transaction history
December 2025
About Coastal Carolina Bancshares, Inc.
Coastal Carolina Bancshares is the bank holding company for Coastal Carolina National Bank, a South Carolina state-chartered bank headquartered in Myrtle Beach, South Carolina.
December 2025
About Enlyte
Enlyte is a P&C industry leader providing claims technology innovations and connectivity solutions, specialty networks, case management, pharmacy benefit and disability management services.
December 2025
About Netwatch Group
Netwatch is a global leader in proactive video monitoring, delivering intelligent security solutions that prevent incidents before they occur.
December 2025
About Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
December 2025
About Tiger Infrastructure Partners
Tiger Infrastructure Partners is an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies.
December 2025
About Customers Bancorp, Inc.
Customers Bancorp, Inc. (NYSE:CUBI) is one of the nation’s top-performing banking companies with $24.3 billion in assets as of September 30, 2025, making it one of the 80 largest bank holding companies in the United States.
December 2025
About Miami International Holdings
Miami International Holdings, Inc. (MIAX) is a technology-driven leader in building and operating regulated financial markets across multiple asset classes and geographies.
December 2025
About Montagu & Kohlberg
Montagu & Kohlberg are leading mid-market private equity firms that invest in healthcare and services companies.
December 2025
About Mirum Pharmaceuticals
Mirum Pharmaceuticals is a leading rare disease company with a global footprint of approved products and a broad pipeline of investigational medicines.
December 2025
About Extended Care Professional (ECP)
ECP (Extended Care Professional) provides an all-in-one, software platform for assisted living and senior care communities, integrating eMAR, EHR, CRM, Billing and business intelligence tools to streamline operations, enhance resident care, ensure compliance, and further deliver value-based care.
December 2025
About Symbotic
Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform.
December 2025
About Eagle Merchant Partners
Eagle Merchant Partners is a private equity firm based in Atlanta, GA. The firm focuses on control investments in founder-owned, lower middle-market companies across the Southeastern United States, primarily in the franchise, multi-unit, consumer and commercial services sectors.
December 2025
About Moody's Analytics
MALS is the training partner of choice for thousands of financial service organizations worldwide, from community-based credit unions to international banks.
December 2025
About Outdoor Living Supply
Outdoor Living Supply is a distribution platform for outdoor living products with a specific, differentiated focus on hardscapes.
December 2025
About Invia Flights Germany
Invia Flights Germany GmbH (post-transaction: TC Flights Germany GmbH) is a leading provider of airline tickets in German-speaking countries, operating established portals such as Fluege.de.
December 2025
About UL Solutions
UL Solutions (“UL” or the “Company”), founded in 1849, is the largest Testing, Inspection & Compliance service provider in North America.
December 2025
About South Plains Financial, Inc.
South Plains is the bank holding company for City Bank, a Texas state-chartered bank headquartered in Lubbock, Texas.
November 2025
About Raptor Technologies
Raptor is a provider of integrated software solutions aimed at enhancing safety and operational efficiency in K-12 schools.
November 2025
About Federal Signal Corporation
Founded in 1901 and based in Downers Grove, Illinois, Federal Signal Corporation is a diversified manufacturer of specialty vehicles and equipment serving municipal, industrial and commercial customers across the environmental solutions and safety markets.
November 2025
About Alesco Advsiors LLC
Alesco Advisors LLC is a Pittsford, NY-based RIA with more than $6 billion in assets under advisement, providing comprehensive wealth advisory and outsourced chief investment officer services to high-net-worth families and individuals, institutions, and retirement plans.
November 2025
About Maple Hill Creamery
Maple Hill Creamery is a pioneer in 100% grass-fed organic dairy, working with a network of family farms to produce high-quality, sustainable dairy products.
November 2025
About Cranford Equipment
Cranford Equipment is one of the nation’s largest independent distributors of industrial filtration solutions.
November 2025
About BYOMA
Founded by beauty entrepreneur and visionary Marc Elrick in 2022, BYOMA is a science-backed, solution-focused, skin barrier and skin health brand.
November 2025
About Revelar Capital
Revelar Capital is a New York–based private equity firm that invests exclusively in healthcare services, business services, and specialty manufacturing, bringing deep sector focus to complex and fragmented markets.
November 2025
About Quiet Professionals
Quiet Professionals is a veteran-founded defense and technology company specializing in intelligence, advanced analytics, cybersecurity, and mission support for U.S. government agencies.
November 2025
About Coterie
Coterie is the premium baby care brand dedicated to making parents' lives easier. Coterie is helping redefine its category with new standards for performance, safety and transparency and has become the fastest-growing premium diaper care brand and one of the most trusted names in baby care.
November 2025
About Ionis Pharmaceuticals
For three decades, Ionis has invented medicines that bring better futures to people with serious diseases.
November 2025
About enGene
enGene is a clinical-stage biotechnology company mainstreaming genetic medicine through the delivery of therapeutics to mucosal tissues and other organs, with the goal of creating new ways to address diseases with high clinical needs.
November 2025
About Cogent Biosciences, Inc.
Cogent Biosciences is a biotechnology company focused on developing precision therapies for genetically defined diseases.
November 2025
About Arsenal Capital Partners
Arsenal Capital Partners is a leading private equity investment firm that specializes in building market-leading industrial growth and healthcare companies.
November 2025
About OP Bancorp
OP Bancorp (NASDAQ: OPBK) is the Los Angeles-based holding company for Open Bank, a leading Korean American community bank. Founded in 2005, Open Bank reported $2.6 billion in total assets as of September 30, 2025.
November 2025
About SimpliSafe
SimpliSafe is the third largest residential security provider in the U.S., offering a full suite of professional monitoring services to millions of people across the U.S. and U.K.
November 2025
About Blue Owl Capital Corporation
Blue Owl Capital Corporation (NYSE: OBDC) is a specialty finance company focused on lending to U.S. middle-market companies.
November 2025
About First Financial Corporation
First Financial Corporation (NASDAQ: THFF) is the holding company for First Financial Bank N.A. First Financial Bank N.A. is the fifth oldest national bank in the United States, operating 79 banking centers in Georgia, Illinois, Indiana, Kentucky and Tennessee.
November 2025
About SkyKnight Capital
SkyKnight Capital focuses on partnering with high quality businesses in acyclical growth sectors alongside exceptional management teams.
October 2025
About stp.one
stp.one, headquartered in Karlsruhe, is one of the leading providers of complete legal tech solutions in Europe, which drive the digitization of law firms, insolvency administrators and corporate legal & risk management departments.
October 2025
About OneAZ Credit Union
Serving Arizona since 1951, OneAZ Credit Union is a financial powerhouse managing over $3.6 billion in assets and serving over 220,000 members across 21 branches statewide.
October 2025
About PSG Equity
PSG Equity is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities, and build strong teams.
October 2025
About KPS Capital Partners
KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of investment funds with approximately $19.4 billion of assets under management (as of June 30, 2025).
October 2025
About CNG Holdings, Inc.
CNG Holdings, Inc. is a leading retail and online provider of alternative financial services to underbanked consumers in the United States through its operating segments, Axcess Financial (direct-to-consumer finance entity) and Cash Store (retail entity providing loan and cash advances).
October 2025
About Third Coast Bancshares, Inc.
Third Coast Bancshares, Inc. (NYSE & NYSE Texas: TCBX) is a commercially focused, Texas-based bank holding company operating primarily in the Greater Houston, Dallas-Fort Worth, and Austin-San Antonio markets through its wholly owned subsidiary, Third Coast Bank.
October 2025
About Middlefield Banc Corp.
Middlefield Banc Corp., headquartered in Middlefield, Ohio, is the bank holding company of The Middlefield Banking Company, with total assets of $1.98 billion at September 30, 2025.
October 2025
About Standard Lithium
Standard Lithium is a near-commercial lithium company focused on developing a portfolio of large, high-grade lithium-brine projects in the United States, with flagship assets in the Smackover Formation in Arkansas and Texas.
October 2025
About B+N Industries
B+N Industries is a California-based designer, developer and manufacturer of architectural systems and branded environments.
October 2025
About Aurelius
AURELIUS is a global private equity investor, distinguished and widely recognised for its operational approach. It focuses on private markets, in particular Private Equity and Private Debt.
October 2025
About Fibo Group AS
Fibo Group AS is a Norwegian-based specialist in high-quality, waterproof wall systems designed to take wet room environments to the next level.
October 2025
About Battle Financial, Inc.
Battle Financial, Inc., headquartered in Edwards, Colorado, and founded by banking industry veterans with decades of experience in precious metals, lending, and retirement accounts, seeks to launch Battle Bank, N.A.
October 2025
About Blackstone Secured Lending Fund
Blackstone Secured Lending Fund (NYSE: BXSL) is a specialty finance company that invests primarily in the debt of private U.S. companies.
October 2025
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.
October 2025
About Seacoast Banking Corporation of Florida
Seacoast Banking Corporation of Florida (NASDAQ: SBCF) is one of the largest community banks headquartered in Florida with approximately $15.9 billion in assets and $12.5 billion in deposits as of June 30, 2025.
October 2025
About Calitii
Calitii is a leading ServiceNow Implementation partner founded by Patrick O’Connor in June 2023 and headquartered in London. Calitii focuses on delivering for highly regulated industries and serves several major financial institutions.
October 2025
About Neptune Flood Insurance
Neptune is a leading, high-growth, data-driven managing general agent that is revolutionizing the way homeowners and businesses protect against the growing risks of flooding.
October 2025
About Carlyle Secured Lending
Carlyle Secured Lending, Inc. is a closed-end, non-diversified and externally managed investment company that has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended.
October 2025
About PRA Group, Inc.
PRA Group, Inc. (“PRA Group”) is a leading global purchaser and manager of nonperforming loan (“NPL”) portfolios, acquiring charged-off consumer debt, primarily unsecured obligations owed to banks and other credit originators, and leveraging data-driven analytics and customer-focused strategies to recover value.
October 2025
About SavvyMoney
SavvyMoney is a provider of real-time credit, financial health, lending and deposit solutions to all constituents of the digital banking ecosystem.
October 2025
About NetVendor
NetVendor is a leading provider of vendor compliance management software for property management companies (PMCs) across the multi-family and commercial real estate industries.
September 2025
About Ocular Therapeutix, Inc.
Ocular Therapeutix is an integrated biopharmaceutical company committed to redefining the retina experience.
September 2025
About OSEA
OSEA is clean, clinically proven skincare from the sea. Mother-Daughter founders Jenefer and Melissa Palmer launched the brand in 1996 in Malibu, California, inspired by the healing power of the sea.
September 2025
About Leahy-IFP
Leahy-IFP is a major aseptic packer and formulator of natural fruit-based beverages, offering exceptional expertise in skill and scale, guiding global brands through turn-key product formulation and commercialization.
September 2025
About Horace Mann
Horace Mann Educators Corporation is the largest multiline financial services company focused on helping America’s educators and others who serve the community achieve lifelong financial success.
September 2025
About Weatherford International
Weatherford International is a leading global energy services company providing equipment and services used in the drilling, evaluation, well construction, completion, production, intervention, and responsible abandonment of wells in the oil and natural gas exploration and production industry as well as new energy platforms.
September 2025
About Stellus Capital Investment Corporation
Stellus Capital Investment Corporation is an externally managed, closed-end, non-diversified investment management company that has elected to be regulated as a business development company under the Investment Company Act of 1940.
September 2025
About Vista Equity Partners
Vista Equity Partners is a global investment firm founded by Robert F. Smith in 2000 that specializes in enterprise software, employing private equity, private credit, and permanent capital strategies to acquire and grow software companies.
September 2025
About WesBanco, Inc.
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc. (NASDAQ: WSBC) and its subsidiaries build lasting prosperity through relationships and solutions that empower our customers for success in their financial journeys.
September 2025
About Arbiter
Arbiter is the trusted leader in school and athletic program management, supporting thousands of schools, leagues, and organizations nationwide for more than four decades.
September 2025
About Axos Financial, Inc.
Axos Financial, Inc. (NYSE: AX) is a technology-driven financial services company with $24.7 billion in assets as of June 30, 2025 and one of the most recognized digital banking platforms in the United States.
September 2025
About Diversified Energy PLC
Diversified is a leading independent energy company focused on natural gas and liquids production, transportation, marketing and well retirement, primarily located within the Appalachian and Central regions of the United States.
September 2025
About Sunoco LP
Headquartered in Dallas, Texas, Sunoco is one of the largest independent fuel distributors in the United States, providing motor fuel to convenience stores, independent dealers, commercial customers and distributors in more than 40 states, Puerto Rico, Europe and Mexico.
September 2025
About Sunoco LP
Headquartered in Dallas, Texas, Sunoco is one of the largest independent fuel distributors in the United States, providing motor fuel to convenience stores, independent dealers, commercial customers and distributors in more than 40 states, Puerto Rico, Europe and Mexico.
September 2025
About Pebblebrook Hotel Trust
Pebblebrook Hotel Trust (NYSE: PEB) is a publicly traded real estate investment trust (“REIT”) and the largest owner of urban and resort lifestyle hotels in the United States.
September 2025
About Motor City Dental Partners
Motor City Dental Partners (“MCDP”) is a leading doctor-owned, orthodontics-focused Dental Support Organization based near Detroit, Michigan.
September 2025
About WaterBridge Infrastructure LLC
WaterBridge is a leading integrated, pure-play, water infrastructure company which operates predominantly in the Delaware Basin, the most prolific oil and natural gas basin in North America, with additional assets in the Eagle Ford and Arkoma Basins.
September 2025
About Poppins Payroll
Poppins Payroll is a provider of payroll and tax administration services for families hiring nannies, caregivers and other domestic workers.
September 2025
About Via Transportation
Via is the technology backbone of a modern transportation network. The Company transforms public transportation systems into dynamic networks, based on data and demand.
September 2025
About Barings BDC, Inc.
Barings BDC, Inc. (NYSE: BBDC) is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940.
September 2025
About Simmons First National Corporation
Simmons First National Corporation is a Mid-South based financial holding company that has paid cash dividends to its shareholders for 116 consecutive years.
September 2025
About Black Rock Coffee Bar
Black Rock Coffee Bar is a high-growth operator of guest-centric, drive-thru coffee bars offering premium caffeinated beverages and an elevated in-store experience crafted by our engaging baristas.
September 2025
About VideoVerse
VideoVerse is the leading sports technology company that created Magnifi.
September 2025
About Open Line
Founded in 2002 and headquartered in the Netherlands, Open Line is a leading cloud managed services provider with advanced cybersecurity and automation capabilities.
September 2025
About Wix
Wix is a leading global platform for creating, managing and growing a complete digital presence.
September 2025
About Capital Southwest Corporation
Capital Southwest Corporation (Nasdaq: CSWC) is a Dallas, Texas-based, internally managed business development company with approximately $1.8 billion in investments at fair value as of June 30, 2025.
September 2025
About Springbuk
Springbuk is a premier data and analytics partner for health benefits and point solutions on a mission is to guide every healthcare decision with data.
September 2025
About Arrow Tru-Line
Arrow Tru-Line is the leading independent manufacturer and supplier of overhead garage door hardware components in North America selling into both residential and commercial sectors.
September 2025
About Data Clean
Data Clean provides mission-critical contamination control and removal services for digital infrastructure and life science environments.
September 2025
About Customers Bancorp, Inc.
Customers Bancorp, Inc. (NYSE:CUBI) is one of the nation’s top-performing banking companies with over $22 billion in assets making it one of the 80 largest bank holding companies in the U.S.
September 2025
About DonorSearch
Founded in 2007, DonorSearch is a leading provider of philanthropic data and AI-powered prospect research.
September 2025
About Goldman Sachs BDC, Inc.
Goldman Sachs BDC, Inc. is a specialty finance company that has elected to be regulated as a business development company under the Investment Company Act of 1940.
September 2025
About Avnet
Avnet is a leading global technology distributor and solutions provider.
September 2025
About Blackstone Private Credit Fund
The Blackstone Private Credit Fund (BCRED) is a non-listed business development company (BDC) that provides income-focused individual investors with access to private credit investments.
September 2025
About Patrol Protect Secure
Patrol Protect Secure (“PPS”) is a specialized provider of armed and unarmed contract security, executive protection, vehicle patrols and security consulting services to businesses, communities and institutions nationwide.
September 2025
About Spark Membership
Spark Membership is a leading software and payments platform built specifically for martial arts studios.
September 2025
About Dr. Squatch
Dr. Squatch is a natural men's soap and personal care company and one of the fastest-growing personal care companies in the USA.
September 2025
About Berkshire Hills Bancorp, Inc.
Berkshire Hills Bancorp, Inc. (NYSE: BHLB) is the parent company of Berkshire Bank, a relationship-driven, community-focused bank that delivers industry-leading financial expertise to clients in New England and New York.
August 2025
About The Bancorp, Inc.
The Bancorp, Inc. (NASDAQ: TBBK), headquartered in Wilmington, Delaware, through its subsidiary, The Bancorp Bank, National Association, provides a variety of services including providing non-bank financial companies with the people, processes, and technology to meet their unique banking needs.
August 2025
About Lafayette Square
Lafayette Square is a private credit firm lending capital to growing middle market companies in working-class places.
August 2025
About NewtekOne, Inc.
NewtekOne, Inc. is a financial holding company, which along with its bank and non-bank consolidated subsidiaries (collectively, “NewtekOne”), provides a wide range of business and financial solutions under the Newtek brand to independent business owners.
August 2025
About Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm and business development company focused on providing long-term debt and equity capital to lower middle market and middle market companies.
August 2025
About SmartFinancial, Inc.
With assets exceeding $5 billion, SmartFinancial, Inc. (NYSE: SMBK) is a financial holding company headquartered in Knoxville, TN.
August 2025
About TowneBank
Founded in 1999, TowneBank is a company built on relationships, offering a full range of banking and other financial services, with a focus of serving others and enriching lives.
August 2025
About Compass Therapeutics
Compass Therapeutics is a clinical-stage oncology-focused biopharmaceutical company developing proprietary antibody-based therapeutics to treat multiple human diseases.
Industries
of focus
Our success in each of our eight covered sectors is driven by the close relationships formed by our network of senior bankers. Each coverage area is backed by the same growth mindset and client-first mission, designed to deliver results that make a difference.
Strategically located to serve you
Our global reach and resources allow us to deliver for our clients, anywhere.
