Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/19/2026 OptimumBank Holdings, Inc. Debt Capital Markets Subordinated Notes $35.0 Million Financial Services, Depositories Piper Sandler served as placement agent for OptimumBank Holdings on its August 2026 subordinated notes offering Subordinated Notes Joint Placement Agent
Published 08/19/2026 American Community Bancorp Mergers & Acquisitions Sell-Side Financial Services, Depositories Piper Sandler served as sole financial advisor for American Community Bancorp on its announced merger with Alma Bank
American Community Bank has agreed to merge with Alma Bank Financial Advisor
Published 08/17/2026 Beacon Financial Corporation Debt Capital Markets Subordinated Notes $175.0 Million Financial Services, Depositories Piper Sandler served as bookrunner for Beacon Financial Corporation on its August 2026 senior notes offering Subordinated Notes Active Bookrunner
Published 08/13/2026 Savers, Inc. Equity Capital Markets Follow-On Offering $235.7 Million Consumer, Diversified Consumer Products Piper Sandler served as bookrunner for Savers Value Village on its August 2026 CMFO Follow-On Offering Passive Bookrunner
Published 08/12/2026 Outlook Therapeutics Equity Capital Markets CMFO Healthcare, Biopharma Piper Sandler served as bookrunner for Outlook Therapeutics, Inc. on its August 2026 CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 08/11/2026 Blue Owl Finance LLC Debt Capital Markets Senior Notes Financial Services, Asset & Wealth Management Piper Sandler served as co-manager for Blue Owl Finance on its August 2026 senior notes offering Senior Notes Co-Manager
Published 08/11/2026 Adamas Trust, Inc. Debt Capital Markets Senior Notes $90.0 Million Financial Services, Specialty Finance Piper Sandler served as bookrunner for Adamas Trust, Inc. on its August 2026 senior notes offering Senior Notes Active Bookrunner
Published 08/10/2026 HBT Financial, Inc. Mergers & Acquisitions Buy-Side $205.0 Million Financial Services, Depositories Piper Sandler served as financial advisor for HBT Financial on its announced acquisition of Tri-County Financial Group
HBT Financial, Inc. has agreed to acquire Tri-County Financial Group, Inc. Financial Advisor
Published 08/07/2026 Amberjack Capital Partners Mergers & Acquisitions Buy-Side Energy, Power & Infrastructure, Energy & Power Services & Equipment Piper Sandler served as financial advisor for Amberjack Capital Partners on its acquisition of PMV Automation, a subsidiary of Flowserve Amberjack Capital Partners has acquired PMV Automation, a subsidiary of Flowserve Financial Advisor
Published 08/07/2026 Premiere, Inc. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Energy & Power Services & Equipment Piper Sandler served as financial advisor for Premiere, Inc. on its division carve out Premiere Inc. has sold the assets of its Premiere Torque Ring business to Forum Energy Technologies, Inc. Financial Advisor
Published 08/06/2026 XBE Mergers & Acquisitions Sell-Side Technology, Software Piper Sandler served as exclusive financial advisor to XBE and Banneker Partners on its growth investment from PSG XBE, a portfolio company of Banneker Partners, has received a growth investment from PSG Financial Advisor
Published 08/01/2026 Indivior Pharmaceuticals, Inc. Mergers & Acquisitions Merger $7.8 Billion Healthcare, Biopharma Piper Sandler served as financial advisor to Indivior Pharmaceuticals on its merger of equals with Supernus Pharmaceuticals
Indivior Pharmaceuticals merger of equals with Supernus Pharmaceuticals
Financial Advisor
Published 07/31/2026 Celero Commerce LLC Mergers & Acquisitions Sell-Side $625.0 Million Technology, Software Piper Sandler served as co-advisor for Celero Commerce on its announced acquisition by Deluxe Corp Celero Commerce is acquired by Deluxe Corp Financial Advisor
Published 07/31/2026 Knighthead Annuity & Life Assurance Company Debt Capital Markets Senior Notes $75.0 Million Financial Services, Insurance Piper Sandler served sole placement agent for Knight Annuity & Life Assurance Company on its July 2026 capital notes offering
Senior Notes Sole Placement Agent
Published 07/29/2026 LB Pharma Equity Capital Markets PIPE Healthcare, Biopharma Piper Sandler served as placement agent for LB Pharmaceuticals on its July 2026 PIPE offering PIPE Joint Placement Agent
Published 07/29/2026 Jersey Mike's Subs Equity Capital Markets IPO Consumer, Restaurants Piper Sandler served as bookrunner for Jersey Mike's Subs on its July 2026 IPO Initial Public Offering Passive Bookrunner
Published 07/29/2026 Inovio Pharmaceuticals, Inc. Equity Capital Markets CMFO Healthcare, Biopharma Piper Sandler served as manager for Inovio Pharmaceuticals on its July 2026 CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/23/2026 Codexis Inc. Equity Capital Markets CMFO Healthcare, Biopharma Piper Sandler served as bookrunner for Codexis Inc. on its July 2026 CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/16/2026 Columbia Financial, Inc. Equity Capital Markets Follow-On Offering $522.9 Million Financial Services, Depositories Piper Sandler served as bookrunner for Columbia Financial on its July 2026 second step conversion Follow-On Offering Active Bookrunner
Published 07/14/2026 First Carolina Bancshares Corporation Mergers & Acquisitions Sell-Side $166.0 Million Financial Services, Depositories Piper Sandler served as sole financial advisor to First Carolina Bancshares Corporation on its merger of Carolina Bank with First Bank First Carolina Bancshares Corporation, the parent company of Carolina Bank, has agreed to a merge with First Bank Financial Advisor

Piper Sandler acquired TRS Advisors on 12/31/2020, Stamford Partners on 6/13/2022, DBO Partners on 10/10/2022, Aviditi Advisors on 8/23/2024 and G Squared Capital Partners on 9/12/2025, transactions completed prior were executed by the respective firm.