Investment Banking Transaction History
Our deals speak for themselves.
In the past few years, our award-winning deals have been recognized within the industry. Take a closer look at the breadth and depth of our experience by viewing details by industry, sector or transaction type.
March 2026
About Not Your Mother's
Founded in 2010, Not Your Mother’s creates high-quality, salon-inspired haircare and has become one of the largest independent mass haircare brands in the U.S.
March 2026
About Deed
Deed is a global workplace social impact platform connecting employees with over two million nonprofits for volunteering, giving and wellness initiatives.
March 2026
About First Financial Corporation
First Financial Corporation (NASDAQ: THFF) is the holding company for First Financial Bank N.A. First Financial Bank N.A. is the fifth oldest national bank in the United States, operating 86 banking centers in Georgia, Illinois, Indiana, Kentucky and Tennessee.
March 2026
About Middlefield Banc Corp.
Middlefield Banc Corp., headquartered in Middlefield, Ohio, is the bank holding company of The Middlefield Banking Company, with total assets of $1.9 billion at December 31, 2025.
February 2026
About Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
February 2026
About Whip Around
Whip Around is a leading provider of fleet and asset maintenance and compliance software.
February 2026
About Kratos Defense & Security Solutions, Inc.
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, hardware, products, system and software company addressing the defense, national security, and commercial markets.
February 2026
About Blackstone Secured Lending Fund
Blackstone Secured Lending Fund (NYSE: BXSL) is a specialty finance company that invests primarily in the debt of private U.S. companies.
February 2026
About Innovex International
Innovex International, Inc. (formed by the 2024 merger of Dril-Quip and Innovex Downhole Solutions) is a Houston-based provider of engineered products for the oil and gas industry.
February 2026
About Pacific West Bancorp
Pacific West Bancorp (OTCPK: PWBK), headquartered in West Linn, Oregon, is the parent company of Pacific West Bank. Pacific West Bancorp operates four locations across the greater Portland area, including two full-service branches and two production offices.
February 2026
About New Mountain Capital
New Mountain Capital is a New York based investment firm with $60 billion in assets under management, focused on business building and sustainable growth to generate long-term capital appreciation.
February 2026
About PennantPark Floating Rate Capital Ltd.
PennantPark Floating Rate Capital Ltd. is a business development company which primarily invests in U.S. middle-market private companies in the form of floating rate senior secured loans, including first lien secured debt, second lien secured debt and subordinated debt.