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
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
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
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
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
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
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
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.
September 2026
About PennantPark Investment Corporation
PennantPark Investment Corporation is a business development company which principally invests in U.S. middle-market private companies in the form of first lien secured debt, second lien secured debt, subordinated debt and equity investments.
September 2026
About Extensiv
Extensiv is a cloud-based warehouse management and fulfillment software company providing purpose-built solutions for third-party logistics providers (“3PLs”).
August 2026
About First Financial Corporation
First Financial Corporation (NASDAQ: THFF) is the holding company for First Financial Bank, N.A. First Financial Bank is the fifth oldest national bank in the United States, operating 87 banking centers in Georgia, Illinois, Indiana, Kentucky and Tennessee.
August 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.
August 2026
About Lyntris
Lyntris (NYSE: LYNX) is a defense technology company delivering “sense-to-act” connectivity solutions for the modern, connected battlespace.