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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
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| Published | 06/09/2021 | Accolade, Inc | Mergers & Acquisitions | Buy-Side | $450.0 Million | Image
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Healthcare, Information-Driven Healthcare | Piper Sandler served as buy-side advisor for Accolade, Inc. on acquisition of PlushCare, Inc. | Accolade, Inc. has acquired PlushCare, Inc. | Financial Advisor |
| Published | 06/08/2021 | Interamerican Medical Center Group, LLC | Financing | Advisory | $692.0 Million | Image
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Healthcare, Healthcare Services | Piper Sandler served as financial advisor for IMC Medical Group Holdings LLC on its merger with CareMax Medical Group. The combined entity has been acquired by Deerfield Healthcare Technology Acquisitions Corp, a special purpose acquisition company | IMC Medical Group Holdings LLC merged with CareMax Medical Group | Financial Advisor |
| Published | Evans Bancorp Inc. | Mergers & Acquisitions | Sell-Side | $236.0 Million | Image
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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 | Mergers & Acquisitions | Fairness Opinion | Image
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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 | DMV Technology Solutions Provider | Financing | Senior Term Loan | $75.0 Million | Image
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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 | Mergers & Acquisitions | Sell-Side | Image
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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 | Workforce Analytics Provider | Financing | Senior Term Loan | $90.0 Million | Image
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Technology, Software | Piper Sandler served as sole staple agent for a workforce analytics provider | Senior Term Loan and Revolver | Sole Staple Provider | |
| Published | Abacus Life, Inc. | Financing | Senior Notes | Image
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Financial Services, Diversified Financials | Piper Sandler served as lead bookrunner for Abacus Life, Inc. on a senior notes offering | Senior Notes | Lead Bookrunner | ||
| Published | Mergers & Acquisitions | Sell-Side | $80.0 Million | Image
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Financial Services, Depositories | Piper Sandler served as sell-side advisor to Marine Bancorp of Florida on the announced acquisition to ELGA Credit Union | Marine Bancorp of Florida has announced their acquisition by ELGA Credit Union | Financial Advisor | ||
| Published | Mergers & Acquisitions | Buy-Side | Image
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Financial Services, Depositories | Piper Sandler has served as the buy-side advisor to PeoplesBancorp, MHC, the parent company of PeoplesBank on its proposed merger with Cornerstone Bank | PeoplesBancorp, MHC, the parent company of PeoplesBank has announced its proposal to merge under Cornerstone Bank | Financial Advisor | |||
| Published | ACNB Corporation | Mergers & Acquisitions | Buy-Side | $73.5 Million | Image
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Financial Services, Depositories | Piper Sandler served as buy-side advisor for ACNB Corporation in the announced acquisition of Traditions Bancorp | ACNB Corporation has agreed to acquire Traditions Bancorp | Financial Advisor | |
| Published | Premier Financial Corp | Mergers & Acquisitions | Sell-Side | $959.0 Million | Image
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Financial Services, Depositories | Piper Sandler served as sell-side advisor to Premier Financial Corp on its announced merger with WesBanco |
Premier Financial Corp. has agreed to be acquired by WesBanco | Financial Advisor | |
| Published | Mergers & Acquisitions | Sell-Side | $267.0 Million | Image
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Financial Services, Depositories | Piper Sandler served as the sell-side advisor to Piedmont Bancorp in the announced merge with United Bankshares, Inc. | Piedmont Bancorp announced its merge with United Bankshares, Inc | Financial Advisor | ||
| Published | Unum Group | Mergers & Acquisitions | Division Carve Out | Image
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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 | ||
| Published | Pinstripes | Mergers & Acquisitions | Minority Investment | Image
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Consumer, Restaurants | Piper Sandler served as financial advisor for Pinstripes on receiving of a growth capital investment | Financial Advisor | |||
| Published | KLX Energy Services | Financing | At the Market Offering | $50.0 Million | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | Piper Sandler served as placement agent for KLX Energy Services on an ATM offering |
ATM Offering | Sole Placement Agent | |
| Published | BCB Bancorp, Inc. | Debt Capital Markets | Subordinated Notes | $40.0 Million | Image
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Financial Services, Depositories | Piper Sandler served as sole placement agent to BCB Bank on its announced subordinated notes offering | Subordinated Notes Offering | Sole Placement Agent | |
| Published | Mid Penn Bancorporation | Mergers & Acquisitions | Fairness Opinion | $53.9 Million | Image
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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 | Mondee | Restructuring | Chapter 11 Reorganization | Image
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Technology, Internet & Digital Media | Piper Sandler served as advisor to the company in connection with its chapter 11 | Chapter 11 Reorganization | Financial Advisor | ||
| Published | The First of Long Island Corporation | Mergers & Acquisitions | Sell-Side | $284.0 Million | Image
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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 |
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.