Investment Banking Transactions

Clear Filters
Clear Filters
Filter  filter caret
loading
Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 12/29/2023 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 announced a strategic partnership with Flexpoint Ford 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 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 12/12/2023 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 12/08/2023 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
Published 12/07/2023 Gorham Savings Bank Mergers & Acquisitions Merger Financial Services, Depositories Piper Sandler served as financial advisor for Gorham Savings Bank on its announced merger of equals with Maine Community Bank
 Gorham Savings Bank has agreed to a merger of equals with Maine Community Bank
 Financial Advisor
Published 12/07/2023 Paragon Medical, Inc Mergers & Acquisitions Sell-Side $1.9 Billion Healthcare, Med-Tech Piper Sandler served as sell-side advisor for Paragon Medical, Inc. on sale to AMETEK, Inc. Paragon Medical, Inc. has sold to AMETEK, Inc. 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.

© 2024 Piper Sandler Companies. Since 1895. All rights reserved.