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.
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 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 Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
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 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 Symbotic
Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform.