Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/30/2021 NationsBuilders Insurance Services, Inc. Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for NationsBuilders Insurance Services, Inc. on sale to Align Financial Holdings, LLC NationsBuilders Insurance Services, Inc. has has been acquired by Align Financial Holdings, LLC Financial Advisor
Published 08/28/2021 Terreno Realty Corporation Equity Capital Markets At the Market Offering $500.0 Million Financial Services, Real Estate Piper Sandler served as placement agent for Terreno Realty Corporation on an ATM offering ATM Sole Placement Agent
Published 08/26/2021 Special Committee of Santander Consumer USA Holdings Inc. Mergers & Acquisitions Take Private $2.5 Billion Financial Services, Specialty Finance Piper Sandler served as sell-side advisor for the Santander Consumer USA Holdings Inc. on its take private by Santander Holdings USA, Inc. Santander Consumer USA Holdings Inc. has been taken private by Santander Holdings USA, Inc. Financial Advisor
Published 08/26/2021 BITS Mergers & Acquisitions Sell-Side Services & Industrials, Business Services Piper Sandler served as sell-side advisor for ACBB-BITS, a subsidiary of Atlantic Community Bankers Bank, on its sale to New Era Technology, Inc., a portfolio company of Sentinel Capital Partners ACBB-BITS, a subsidiary of Atlantic Community Bankers Bank, has been acquired by New Era Technology, Inc., a portfolio company of Sentinel Capital Partners Financial Advisor
Published 08/24/2021 Aadi Bioscience, Inc. Mergers & Acquisitions Merger $206.8 Million Healthcare, Biopharma Piper Sandler served as financial advisor for Aadi Bioscience, Inc. on its merger with Aerpio Pharmaceuticals, Inc. Aadi Bioscience, Inc. has merged with Aerpio Pharmaceuticals, Inc. Financial Advisor
Published 08/24/2021 Aadi Bioscience, Inc. Financing PIPE $155.0 Million Healthcare, Biopharma Piper Sandler served as co-placement agent and financial advisor for Aadi Bioscience, Inc. on a PIPE offering PIPE Joint Placement Agent
Published 08/23/2021 Seacoast Banking Corporation of Florida Mergers & Acquisitions Buy-Side $53.9 Million Financial Services, Depositories Piper Sandler served as buy-side advisor for Seacoast Banking Corporation of Florida on acquisition of Sabal Palm Bancorp, Inc. Seacoast Banking Corporation of Florida has acquired Sabal Palm Bancorp, Inc. Financial Advisor
Published 08/23/2021 Paine Schwartz Partners Mergers & Acquisitions Buy-Side Consumer, Food & Beverage Piper Sandler served as buy-side advisor for Paine Schwartz on acquisition of Suja Life, LLC Paine Schwartz has acquired Suja Life, LLC Financial Advisor
Published 08/20/2021 Rosewood Resources, Inc. Mergers & Acquisitions Division Carve Out Energy, Power & Infrastructure, Upstream Piper Sandler served as sell-side advisor to Rosewood Resources, Inc. on sale of Texas Eagle Ford oil and gas assets to Warwick Investment Group Rosewood Resources, Inc. has divested Texas Eagle Ford oil and gas assets to Warwick Investment Group Financial Advisor
Published 08/20/2021 Horizon Bradco Mergers & Acquisitions Sell-Side Services & Industrials, Facility Services Piper Sandler served as sell-side advisor for Horizon Bradco, a portfolio company of Hamilton Robinson Capital Partners, on sale to Smart Care Equipment Solutions, a portfolio company of Audax Group Horizon Bradco, a portfolio company of Hamilton Robinson Capital Partners, has been acquired by Smart Care Equipment Solutions, a portfolio company of Audax Group Financial Advisor
Published 08/20/2021 Traws Pharma Equity Capital Markets At the Market Offering $25.0 Million Healthcare, Biopharma Piper Sandler served as placement agent for Traws Pharma on an ATM offering ATM Sole Placement Agent
Published The First of Long Island Corporation Mergers & Acquisitions Sell-Side $284.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for The First of Long Island Corporation on agreed merger with ConnectOne Bancorp
The First of Long Island Corporation has agreed to be acquired by ConnectOne Bancorp Financial Advisor
Published Evans Bancorp Inc. Mergers & Acquisitions Sell-Side $236.0 Million Financial Services, Depositories Piper Sandler served as sell-side advisor for Evans Bancorp on announced merger with NBT Bancorp
Evans Bancorp has agreed to merge with NBT Bancorp Financial Advisor
Published Mondee Restructuring Chapter 11 Reorganization Technology, Internet & Digital Media Piper Sandler served as advisor to the company in connection with its chapter 11 Chapter 11 Reorganization Financial Advisor
Published Mergers & Acquisitions Fairness Opinion Financial Services, Depositories Piper Sandler served as sell-side advisor and provided a fairness opinion to Greenwoods Financial in the announced acquisition by Christopher M. George
 Greenwoods State Bank has announced to be acquired by Christopher M. George Financial Advisor
Published Mergers & Acquisitions Sell-Side Financial Services, Insurance Piper Sandler served as sell-side advisor for Sunstar Insurance Group a portfolio company of Brown Brothers Harriman in the announced acquisition to Reverence Capital Partners
 Sunstar Insurance Group a portfolio company of Brown Brothers Harriman has agreed to be acquired by Reverence Capital Partners Financial Advisor
Published DMV Technology Solutions Provider Financing Senior Term Loan $75.0 Million Technology, Software Piper Sandler served as sole underwriter and administrative agent for a DMV technology solutions provider Senior Term Loan and Revolver Sole Underwriter
Published Abacus Life, Inc. Financing Senior Notes Financial Services, Diversified Financials Piper Sandler served as lead bookrunner for Abacus Life, Inc. on a senior notes offering Senior Notes Lead Bookrunner
Published Mid Penn Bancorporation Mergers & Acquisitions Fairness Opinion $53.9 Million Financial Services, Depositories Piper Sandler provided a fairness opinion for Mid Penn Bancorporation, Inc. on announced acquisition of Brunswick Bancorp Fairness Opinion Financial Advisor
Published Unum Group Mergers & Acquisitions Division Carve Out Financial Services, Insurance Piper Sandler served as financial advisor to Unum Group in their announced agreement to sell Unum's Medical Stop Loss Business to The Amyntra Group Unum Group has announced the sale of its Medical Stop Loss Business to The Amynta Group 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.

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