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.

September 2026 BauWatch portfolio compapny of Haniel has agreed to be acquired by CARLYL CVC DIF

September 2026

About BauWatch

BauWatch was founded in the Netherlands in 2009 and has been part of the Franz Haniel & Cie. GmbH portfolio since 2021.
September 2026 Ontinue portfolio company of EQT has agreed to be acquired by Quorum Cyber portfolio company of Eterna

September 2026

About Ontinue

Ontinue is a leading provider of AI-powered Managed Extended Detection & Response cybersecurity services, focused on the Microsoft ecosystem.
September 2026 FIS Water portfolio company of WINCOVE acquired by SPX Technologies

September 2026

About FIS Water

Headquartered in Fresno, California, FIS Water is a leading provider of highly engineered water management and control solutions used primarily in commercial cooling applications, including data centers, as well as water source and distribution, industrial and municipal applications.
September 2026 Millar has entered into a definitive agreement to be acquired by cts

September 2026

About Millar

Millar is a leading developer and manufacturer of high-performance sensing technologies and custom sensor-integrated solutions for medical, industrial, and research applications.
September 2026 The IoT Business of Identiv acquired by Trackonomy

September 2026

About Identiv, Inc.

Identiv, Inc. (NASDAQ: INVE) is a global provider of RFID & BLE enabled Internet of Things (IoT) solutions that create digital identities for physical objects.
September 2026 REBA Real Estate Business Analytics portfolio company of blueprint equity received an investment from PSG

September 2026

About Real Estate Business Analytics

Multifamily real estate analytics and business intelligence platform centralizing data to enable real-time portfolio insights, budgeting, and revenue optimization.
September 2026 Vestmark has agreed to be acquired by Envestnet portfolio company of Bain Capital

September 2026

About Vestmark

Headquartered in Wakefield, Massachusetts, and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors.
September 2026 BlackSea portfolio company of Razor's Edge acquired by AEVEX

September 2026

About BlackSea Technologies

BlackSea Technologies is a Baltimore-based naval technology firm specializing in the design, large-scale manufacturing, and deployment of AI-enabled unmanned surface vessels (USVs) and subsea autonomous systems for defense and national security operations.
September 2026 NEXT GEN Security portfolio company of Dunes Point Capital acquired by Apax

September 2026

About NextGen Security

Located in Exton, Pennsylvania, NextGen Security ("NextGen") is an end-to-end integrator of electronic security systems for complex and regulated facilities.
September 2026 e-hoi group acquired by Trip.com

September 2026

About e-hoi group

e-hoi group is the continental European market leader in cruise distribution, active in eight European markets with a total of ten brands.
September 2026 Hawthorn Bancshares, Inc. acquired FSB Farmers State Bank

September 2026

About Hawthorn Bancshares, Inc.

Hawthorn Bancshares, Inc. (NASDAQ: HWBK) is a financial holding company headquartered in Jefferson City, Missouri, and the parent company of Hawthorn Bank.
September 2026 Kimbro Oil Company & the Parman Corporation have announced the sale of their combined two-thirds equity interest in Tri Star Energy to Shell

September 2026

About Tri Star Energy, LLC

Founded in 2000 and headquartered in Nashville, Tennessee, Tri Star Energy is one of the leading convenience store retail and fuel distribution companies in the Southeastern United States.