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 2026
About MANN+HUMMEL Water & Fluid Solutions
MANN+HUMMEL Water & Fluid Solutions is a leading provider of flat-sheet membrane bioreactor (MBR) technology for sustainable wastewater treatment and water reuse.
August 2026
About Hancock Whitney Corporation
Hancock Whitney offices and financial centers in Mississippi, Alabama, Florida, Louisiana, and Texas offer comprehensive financial products and services, including traditional and online banking; commercial and small business banking; private banking; trust and investment services; healthcare banking; and mortgage services.
August 2026
About Signature Bancorporation, Inc.
Signature Bancorporation, Inc. is the parent company of Signature Bank, a business-focused bank headquartered in Rosemont, Illinois. Founded in 2006, Signature Bank is dedicated to providing tailored financial solutions to middle-market businesses.
August 2026
About Fidelity BancShares (N.C), Inc.
Fidelity BancShares is the bank holding company of Fidelity Bank.
July 2026
About Health Catalyst
Health Catalyst, Inc. (Nasdaq: HCAT) is a leading healthcare intelligence company that accelerates measurable improvement for health systems across cost, clinical, and consumer performance.
July 2026
About Clear Water Resources
Clear Water Resources was founded in 2014 to provide integrated oilfield waste management solutions to customers in the Eagle Ford.
July 2026
About Saltair
Founded in 2022 by entrepreneur and model Iskra Lawrence, Saltair is a Los Angeles-based masstige body care brand offering skincare treatments and premium fragrance at accessible price points.
July 2026
About Universal Shield Insurance Group
Universal Shield Insurance Group (“USIG”) is a specialty insurer operating across both admitted and excess & surplus (“E&S”) markets within targeted property, casualty, and surety lines.
July 2026
About Apex Infusion
Apex Infusion is a leading omnichannel infusion provider, delivering high-quality, patient-focused therapies across an expansive network of ambulatory infusion suites and in-home care.
July 2026
About Investcorp
Investcorp is a leading global alternative asset management firm specializing in private equity, real assets, credit, and liquid strategies.
July 2026
About Providence Equity Partners
Providence Equity Partners is a specialist private equity investment firm focused on media, communications, education and technology businesses.
July 2026
About Five Star Bancorp
Five Star Bancorp (NASDAQ: FSBC), headquartered in Rancho Cordova, California, is the parent company of Five Star Bank.