Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
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 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
Published 12/07/2023 Gorham Savings Bank Mergers & Acquisitions Merger Financial Services, Depositories Piper Sandler served as financial advisor for Gorham Savings Bank on announced sale to Maine Community Bank
 Gorham Savings Bank has agreed to be acquired by Maine Community Bank
 Financial Advisor
Published 12/06/2023 Merit Medical Systems, Inc. Financing, Equity Capital Markets Convertible Offering $747.5 Million Healthcare, Med-Tech Piper Sandler served as bookrunner for Merit Medical Systems, Inc. on a senior convertible note offering Convertible Offering Active Bookrunner
Published 11/30/2023 Laminar, Inc. Mergers & Acquisitions Sell-Side $400.0 Million Healthcare, Med-Tech Piper Sandler served as sell-side advisor for Laminar, Inc. on sale to a Johnson & Johnson MedTech Laminar, Inc. has sold to Johnson & Johnson MedTech Financial Advisor
Published 11/30/2023 Super Micro Computer, Inc. Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $632.9 Million Technology, Hardware Piper Sandler served as bookrunner for Super Micro Computer, Inc. on a confidentially marketed follow-on offering COnfidentially Marketed Follow-On Offering Passive Bookrunner
Published 11/22/2023 Premier Hytemp Limited Mergers & Acquisitions Sell-Side Energy & Power, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for Premier Hytemp Limited on sale to Souter Investments Premier Hytemp Limited has sold to Souter Investments Financial Advisor
Published 11/21/2023 Curi Holdings, Inc. Mergers & Acquisitions Buy-Side Financial Services, Asset & Wealth Management On November 21, 2023, Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (“RMB”), a registered investment advisory firm with more than $9.6 billion in assets under advisement. As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement, will merge with RMB. Piper Sandler served as buy-side advisor for Curi.
 Curi Holdings has agreed to acquire RMB Capital Financial Advisor
Published 11/15/2023 Chemoil Energy Services LLC Mergers & Acquisitions Sell-Side Energy & Power, Oilfield Services & Equipment Piper Sandler served as sell-side advisor for Chemoil Energy Services LLC, a portfolio company of Glencore plc, on sale to Argonaut Private Equity
 Chemoil Energy Services LLC, a portfolio company of Glencore plc, has sold to Argonaut Private Equity
 Financial Advisor
Published 11/15/2023 Skyward Specialty Insurance Financing, Equity Capital Markets Follow-On Offering $175.3 Million Financial Services, Insurance Piper Sandler served as bookrunner for Skyward Specialty Insurance Group, Inc. on a follow-on offering
 Follow-On Offering Active Bookrunner
Published 11/15/2023 Arccos Golf LLC Financing, Equity Private Placements Minority Capital Raise $20.0 Million Technology, Software Piper Sandler served as exclusive financial advisor for Arccos Golf LLC on receiving strategic investments from the PGA TOUR and golf’s top equipment manufacturers, including TaylorMade Golf Company, Topgolf Callaway Brands Corp., COBRA PUMA GOLF, Pritzker-Vlock Family Office, LionTreeTopgolf Callaway and Lion Tree Arccos Golf LLC has received strategic investments from the PGA TOUR and golf’s top equipment manufacturers Financial Advisor
Published 11/13/2023 SimplyBank Mergers & Acquisitions Sell-Side $73.4 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for SimplyBank on announced sale to First Financial Corporation SimplyBank has agreed to be acquired by First Financial Corporation Financial Advisor
Published 11/08/2023 CCC Intelligent Solutions Holdings Inc. Financing, Equity Capital Markets Confidentially Marketed Follow-On Offering $733.6 Million Technology, Software Piper Sandler served as bookrunner for CCC Intelligent Solutions Holdings Inc. on a confidentially marketed follow-on offering
 Confidentially Marketed Follow-On Offering Active Bookrunner
Published 11/07/2023 The Evans Agency Mergers & Acquisitions Division Carve Out $40.0 Million Financial Services, Insurance Piper Sandler served as sell-side advisor for The Evans Agency on the announced divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. The Evans Agency has announced the divestiture of Evans Insurance Agency to Arthur J. Gallagher & Co. Financial Advisor
Published 11/02/2023 Lewis & Ellis Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for Lewis & Ellie on sale to Novacap Lewis & Ellie has sold to Novacap Financial Advisor
Published 11/02/2023 Financing, Debt Capital Markets Senior Term Loan Healthcare, Med-Tech Piper Sandler served as sole debt placement agent for Companion Spine, LLC, a portfolio company of Viscoglioso Brothers LLC, on a debt capital raise Senior Term Loan Sole Placement Agent
Published 11/01/2023 CQS Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management On November 15, 2023, CQS announced that it had signed a definitive agreement to be acquired by Manulife Investment Management (“MIM”). Upon completion of the transaction, MIM will acquire the ~$13.5B AUM credit platform of CQS. In conjunction with the transaction, the founder of CQS, Lord Hintze, will spin off his hedge fund business and set up a separate asset manager. Piper Sandler served as sell-side advisor for CQS. CQS has agreed to be acquired by Manulife Investment Management Financial Advisor
Published 11/01/2023 LM Energy Holdings, LLC Mergers & Acquisitions Sell-Side Energy & Power, Midstream & Downstream Piper Sandler served as sell-side advisor for LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, on sale of certain subsidiaries and assets related to its Touchdown Crude Oil Gathering System to Plains Oryx Permian LM Energy Holdings, LLC, a portfolio company of Old Ironsides Energy, LLC, has sold certain subsidiaries and assets to Plains Oryx Permian Financial Advisor
Published 10/31/2023 Fuel10k Limited Mergers & Acquisitions Sell-Side £34.0 Million Consumer, Food & Beverage Piper Sandler served as sell-side advsior for Fuel10K, a leading U.K. breakfast brand, on sale to Premier Foods Fuel10K has sold to Premier Foods Financial Advisor
Published 10/31/2023 The 7 Virtues Beauty Inc. Financing, Equity Private Placements Minority Capital Raise Consumer, Beauty & Personal Care Piper Sandler served as sole placement agent for The 7 Virtues Beauty Inc. on receiving an investment from Unilever Ventures The 7 Virtues Beauty Inc. has received an investment from Unilever Ventures Sole Placement Agent

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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