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.
August 2025
About Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm and business development company focused on providing long-term debt and equity capital to lower middle market and middle market companies.
August 2025
About Open Line
Founded in 2002 and headquartered in the Netherlands, Open Line is a leading cloud managed services provider with advanced cybersecurity and automation capabilities.
August 2025
About EPT 16 LLC
EPT 16 LLC (“EPT 16”) is a private fund between Eagle Point Credit Management LLC (“Eagle Point”) and Trinity Capital Inc.
August 2025
About ePayPolicy
ePayPolicy is a leading provider of accounts receivable (“AR”), accounts payable (“AP”) and integrated payment solutions for the insurance industry.
July 2025
About EnviroMix
Founded in 2009 and based in Charleston, South Carolina, EnviroMix designs and engineers advanced compressed gas mixing and biological treatment solutions for municipal and industrial wastewater treatment facilities.
July 2025
About Accelerant Holdings
Accelerant is a data-driven risk exchange connecting underwriters of specialty insurance risk with risk capital providers.
July 2025
About Heritage NOLA Bancorp
Heritage NOLA Bancorp, Inc. is the holding company for Heritage Bank of St. Tammany, a federally chartered savings bank. Heritage Bank, founded in 1924, is a community bank providing a variety of financial services to residents and businesses in and around St. Tammany Parish, Louisiana.
July 2025
About PHLUR
Mindfully formulated. Radically transparent. Responsibly sourced. PHLUR creates modern fine fragrances – meticulously crafted by world-class perfumers.
July 2025
About Simmons First National Corporation
Simmons First National Corporation is a Mid-South based financial holding company that has paid cash dividends to its shareholders for 116 consecutive years.
July 2025
About 2507_Wolterskluwer
Wolters Kluwer is a global leader in information solutions, software, and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG.
July 2025
About Lake Shore Bancorp, Inc.
Lake Shore Bancorp, Inc. (the “Company”) (NASDAQ: LSBK), the holding company for Lake Shore Savings Bank (the “Bank”), announced on July 18, 2025 the completion of the conversion of the Bank’s former mutual holding company to the stock holding company form of organization. The Bank offers a broad range of retail and commercial lending and deposit services.
July 2025
About Voyager Trucking
Voyager Trucking Corporation is a market-leading provider of integrated and essential waste handling and transportation services in the Eastern United States.