Investment Banking Transactions

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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published Mergers & Acquisitions Sell-Side $267.0 Million 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 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 KLX Energy Services Financing At the Market Offering $50.0 Million 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

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.