Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published Workforce Analytics Provider Financing Senior Term Loan $90.0 Million Technology, Software Piper Sandler served as sole staple agent for a workforce analytics provider Senior Term Loan and Revolver Sole Staple Provider

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.