Investment Banking
Forward thinking. Results driven.
No matter where your business stands in its life cycle, we’re here to help you take it to the next level. With deep industry expertise to back up our full-service investment banking capabilities, we’re driven by a commitment to senior banker focus and supported by hundreds of specialized experts within various growth-oriented industry practices.
Transaction history
July 2025
About Parsons Corporation
Parsons Corporation is a leading disruptive technology provider in the national security and global infrastructure markets, with capabilities across cyber and intelligence, space and missile defense, transportation, environmental remediation, urban development, and critical infrastructure protection.
July 2025
About Faircloth Skimmer
Faircloth Skimmer is a leading designer and manufacturer of custom surface water drains for stormwater and sediment basins headquartered in Hillsborough, NC and servicing customers across the U.S.
July 2025
About Venture Global
Venture Global is a long-term, low-cost provider of U.S. LNG sourced from resource rich North American natural gas basins.
July 2025
About Business First Bancshares, Inc.
Business First Bancshares, Inc. operates banking centers and loan production offices across Louisiana and Texas, providing commercial and personal banking products and services.
July 2025
About AeroVironment
AeroVironment (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber.
July 2025
About AeroVironment
AeroVironment (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber.
July 2025
About M&Q Packaging
M&Q Packaging designs and manufactures proprietary high-temperature resistant thermoplastic nylon, polyester and polyamide packaging solutions for the protein, foodservice and specialty markets.
July 2025
About The Difference Card
The Difference Card helps organizations maximize their health plan efficiency. The Difference Card has delivered billions of dollars in savings to its clients, while at the same time providing the highest level of employee benefits.
July 2025
About Plumas Bancorp
Plumas Bancorp (NASDAQ: PLBC) is headquartered in Reno, Nevada and is the holding company for Plumas Bank, which was founded in 1980. Plumas Bank is a full-service community bank headquartered in Quincy, California.
June 2025
About Jefferson Capital
Founded in 2002, Jefferson Capital is an analytically driven purchaser and manager of charged-off and insolvency consumer accounts with operations in the United States, Canada, the United Kingdom and Latin America.
June 2025
About Kratos
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets.
June 2025
About Circle K Stores, Inc.
Circle K is the second largest convenience store chain in the United States operating 7,100 stores. Present in 31 countries and territories, Circle K has become one of the most widely recognized convenience store brands worldwide.
June 2025
About Aerospace Insurance Managers
Aerospace Insurance Managers ("AIM") is a general aviation insurance services provider based in Dallas, Texas.
June 2025
About Urban Investment Research Corporation
Urban Investment Research Corporation (UIRC) is a full-service commercial real estate firm specializing in the asset and investment management of office, industrial, institutional, and government-leased properties.
June 2025
About SiTime
SiTime is a leading provider of Precision Timing solutions to the global electronics industry. The Company’s Precision Timing solutions are the heartbeat of its customers’ electronic systems, providing the timing functionality that is needed for electronics to operate reliably and accurately.
June 2025
About ProfitSolv
ProfitSolv offers a comprehensive suite of practice management software and payments processing solutions tailored for the legal, accounting and professional services verticals.
June 2025
About Alpine Macro
Alpine Macro is a leading global investment research firm that provides forward-looking financial market forecasts and investment strategy to institutional clients across more than 60 countries.
June 2025
About Dr. Squatch
Dr. Squatch is a natural men's soap and personal care company and one of the fastest-growing personal care companies in the USA.
June 2025
About Karooooo
Karooooo provides a leading operations management SaaS platform that maximizes the value of operations and workflow data by providing insightful real-time data analytics to thousands of enterprise customers.
June 2025
About Meritum Energy Holdings
Meritum Energy Holdings is a leading distributor of propane, refined fuels, and other energy solutions to residential and commercial customers across the Southwestern U.S. and East Coast.
June 2025
About Blue Owl Technology Finance Corp
Blue Owl Technology Finance Corp. ("OTF") is a specialty finance company focused on making debt and equity investments to U.S. technology-related companies, with a strategic focus on software.
June 2025
About Brown & Brown
Brown & Brown Inc (Brown & Brown) is a diversified insurance agency, wholesale brokerage and service organization.
June 2025
About SOLID Surface Care
SOLID is a leading national provider of self-performed surface care, maintenance, and restoration services for commercial facilities.
June 2025
About Barings Private Credit Corporation
Barings Private Credit Corporation is a privately offered perpetual-life BDC that was formed in April 2021. BPCC invests in senior secured private debt instruments in well-established middle-market businesses to help fund acquisitions, growth or refinancing.
June 2025
About IWSR
IWSR is the leading provider of data and intelligence for the $1.2 trillion global beverage alcohol industry.
June 2025
About Uptick
Uptick is a purpose-built job management product for the fire, security, and HVAC industries. Its end-to-end solution allows service providers to streamline fire safety installations, inspection, preventative maintenance and building compliance.
June 2025
About Embold Health
Embold Health, a healthcare technology company, helps employers and health plans improve outcomes and lower costs by empowering members to make informed healthcare decisions.
June 2025
About Franklin BSP Realty Trust
Franklin BSP Realty Trust, Inc. is a real estate investment trust (“REIT”) that originates, acquires and manages a diversified portfolio of commercial real estate debt secured by properties located in the United States.
May 2025
About Seacoast Banking Corporation of Florida
Seacoast Banking Corporation of Florida is one of the largest community banks headquartered in Florida with approximately $15.7 billion in assets and $12.6 billion in deposits as of March 31, 2025.
May 2025
About Guardian Pharmacy
Guardian Pharmacy Services provides a suite of technology-enabled services tailored to serve the needs of residents of long-term health care facilities, primarily in its target markets of assisted living facilities, behavioral health facilities, and group homes.
May 2025
About Hinge Health
Hinge Health leverages software, including AI, to largely automate care for joint and muscle health, delivering an outstanding member experience, improved member outcomes, and cost reductions for its clients.
May 2025
About MNTN
MNTN builds advertising software for brands to drive measurable conversions, revenue, site visits and more through the power of television.
May 2025
About QXO
QXO is the largest publicly traded distributor of roofing, waterproofing and complementary building products in the United States.
May 2025
About QXO
QXO is the largest publicly traded distributor of roofing, waterproofing and complementary building products in the United States.
May 2025
About Beneficial Reuse Management
Beneficial Reuse Management (“BRM”) is a national leader in sustainable waste solutions, dedicated to transforming industrial by-products into valuable resources.
May 2025
About itel
Headquartered in Jacksonville, Florida, itel is a leading data and analytics company that offers real-time material pricing and repair-versus-replace analyses to support insurance carriers and homeowners in the property claims settlement process.
May 2025
About American Homes 4 Rent
American Homes 4 Rent is a leading large-scale integrated owner, operator, and developer of single-family rental homes.
May 2025
About TXO Partners
TXO Partners, L.P. is a master limited partnership focused on the acquisition, development, optimization and exploitation of conventional oil, natural gas, and natural gas liquid reserves in North America.
May 2025
About Waystar
Waystar's mission-critical software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
May 2025
About Xpera Risk Mitigation & Investigations
Xpera Risk Mitigation & Investigations is Canada’s leading provider of risk management, investigation and security management solutions.
May 2025
About American Integrity Insurance Group
American Integrity Insurance Group is one of Florida’s leading providers of residential property insurance, proudly serving more than 385,000 policyholders across Florida, Georgia, and South Carolina.
May 2025
About Aspen
Aspen is a leading specialty insurer and reinsurer that takes a pragmatic, innovative approach to providing bespoke insurance solutions for complex needs.
May 2025
About i3 Verticals
i3 Verticals Healthcare RCM business provides a practice optimization platform offering technology-enabled RCM, practice management, patient engagement and EHR solutions.
May 2025
About First Commonwealth
First Commonwealth provides a full range of commercial banking, consumer banking, mortgage, equipment finance, wealth management and insurance products and services through its subsidiaries First Commonwealth Bank and First Commonwealth Insurance Agency.
April 2025
About ALM
ALM is the most trusted information and intelligence company supporting both the practice of and business of professionals in the legal industry.
April 2025
About Liminatus Pharma
Liminatus Pharma, LLC (“Company” or “Liminatus”) is pre-clinical stage biopharmaceutical company developing novel, immune-modulating cancer therapies.
April 2025
About Applied Optoelectronics
Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment.
April 2025
About ACTICO Group
ACTICO Group is a leading international provider of digital solutions for Regulatory Compliance, Asset Administration, Credit Risk Management, Data & Reporting and Decision Automation software.
April 2025
About Pelthos
Pelthos Therapeutics is a biopharmaceutical company committed to commercializing innovative, safe, and efficacious therapeutic products to help patients with unmet treatment burdens.
April 2025
About WP Group
Wirtualna Polska (WP) Group is a technology holding company that operates in the internet space across travel, media, and consumer finance sectors.
April 2025
About HarborOne
HarborOne Bancorp, Inc. is the holding company for HarborOne Bank, a Massachusetts-chartered trust company. HarborOne Bank serves the financial needs of consumers, businesses, and municipalities throughout Eastern Massachusetts and Rhode Island.
April 2025
About Gritstone
Gritstone bio, Inc. was a clinical-stage biotechnology company that aimed to develop the world’s most cutting-edge vaccines.
April 2025
About Eagle Point Defensive Income
Eagle Point Defensive Income Trust (the “Fund”) is a closed-end management investment company, registered under the Investment Company Act of 1940, operating as an interval fund.
April 2025
About Davisware
Davisware is a leading provider of business management software to commercial field service organizations and manufacturers in the United States and Canada.
April 2025
About 4U
The 4U platform is the leading real-time digital engagement and analytics partnership platform connecting Investment Companies and Wealth Managers.
April 2025
About Excelerate Energy
Excelerate offers LNG solutions, providing integrated services along the LNG value chain. The Company focuses on the integration of the natural gas-to-power LNG value chain and operates regasification terminals in global economies that utilize their FSRU fleet.
April 2025
About Plentysystems
Plentysystems AG is an innovative software company and the developer of PlentyONE, a leading e-commerce ERP platform. The company has empowered brands and retailers to optimise their digital sales strategies by enabling seamless access to over 150 marketplaces worldwide.
April 2025
About WIld
Founded in 2018, Wild is a UK-based company on a mission to eradicate single-use plastic from bathrooms through innovative, natural, refillable alternatives.
April 2025
About American Coastal
American Coastal Insurance Corporation is the holding company of the insurance carrier, American Coastal Insurance Company, which was founded in 2007 for the purpose of insuring Condominium and Homeowner Association properties, and apartments in the state of Florida.
March 2025
About Atlas-SSI
Atlas-SSI, Inc. is North America’s leading full-service provider of water management solutions that protect mission-critical assets and water ecosystems.
March 2025
About Stellus Capital
Stellus Capital Investment Corporation is an externally managed, closed-end, non-diversified investment management company.
March 2025
About Contentserv
Contentserv is the leading provider of a Product Information Management (PIM) and Product Experience Management (PXM) cloud.
March 2025
About Carlyle
Carlyle Secured Lending, Inc. (“CGBD”) is an externally managed specialty finance company focused on lending to middle-market companies. CGBD is managed by Carlyle Global Credit Investment Management L.L.C., an SEC-registered investment adviser and a wholly owned subsidiary of The Carlyle Group Inc.
March 2025
About Diversified Maintenance Systems
Diversified Maintenance Systems ("DMS" or the "Company") is a premiere provider of janitorial and facilities management solutions, serving more than 500 customers across 13,000+ locations nationwide.
March 2025
About Door & Window Guard Systems, Inc.
Door & Window Guard Systems, Inc. (“DAWGS” or the “Company”) is a leading provider of robust and innovative security solutions designed to safeguard vacant properties across the United States.
March 2025
About F&G Annuities & Life
F&G Annuities & Life, Inc. (NYSE: FG), headquartered in Des Moines, Iowa, is a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, with over $40 billion in assets under management.
March 2025
About Successware
Successware is an industry-leading service management software provider for the home services contractor industry dedicated to helping ensure customers have all the resources they need to manage and grow their business.
March 2025
About Porter Airlines
Established in 2006, Porter Airlines is Canada’s third-largest airline and headquartered in Toronto, Ontario. It operates a fleet of DHC-8-400 turboprop and Embraer 195-E2 jet aircraft.
March 2025
About Aris Water Solutions
Aris Water Solutions (NYSE: ARIS), is an independent, growth-oriented saltwater disposal company headquartered in Houston, Texas, with a focus on water infrastructure in the Delaware Basin along the New Mexico/Texas state line.
March 2025
About A10 Networks
A10 Networks is a leading provider of security and infrastructure solution for on-premises, hybrid cloud, and edge-cloud environments of the Company’s global enterprise, communication, cloud and web service provider customers.
March 2025
About Cross Keys Bank
Cross Keys Bank was founded in 1902 and operates 9 full-service branch offices across northern Louisiana and east Texas. As of December 31, 2024, Cross Keys Bank had total assets of approximately $598 million.
March 2025
About Kastle Systems
Kastle Systems has been a leader in the security industry since 1972, providing state-of-the-art managed security solutions that protect more than 3,400 buildings and 60,000 businesses across the United States and Australia.
March 2025
About Cenosco
Cenosco is an asset integrity management software company with over 20 years of product leadership in asset-heavy industries.
March 2025
About Fidus Investment Corporation
Fidus Investment Corporation (NASDAQ: FDUS) is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company under the Investment Company Act of 1940, as amended.
March 2025
About Outfittery
Based in Berlin, OUTFITTERY is one of the Europe’s leaders for online personal shopping both in menswear and womenswear with an established presence in 10 European countries and an impressive suite of private label and third-party brands.
March 2025
About Delco Security
Delco Security is a Canadian master systems integrator specializing in complex technology integrations with a strong reputation for delivering fully integrated and unified solutions.
March 2025
About Nova Medical Centers
Nova Medical Centers (“Nova” ) is a leading provider of occupational health services in the United States. Nova’s services focus on providing employers with pre-employment health screenings and treatment for work-related injuries.
March 2025
About First Busey Corporation
As of June 30, 2024, First Busey Corporation was an $11.97 billion financial holding company headquartered in Champaign, Illinois.
February 2025
About WesBanco
WesBanco, Inc. operates as the bank holding company of Wesbanco Bank, headquartered in Wheeling, West Virginia. The bank provides a wide variety of banking products and services throughout Indiana, Kentucky, Maryland, Ohio, Pennsylvania, Tennessee, Virginia, and West Virginia.
February 2025
About FGE
FGE is a preeminent global oil and gas consultancy which provides leading independent research, analysis, consultation, and advisory services to a large and diverse client base across the world.
February 2025
About Blackstone Secured Lending
Blackstone Secured Lending Fund is a specialty finance company that invests primarily in the debt of private U.S. companies.
February 2025
About Critical Arc
CriticalArc, Pty Ltd. (“CriticalArc” or the “Company) is a provider of safety and security technology solutions tailored for educational institutions, corporate offices and public venues worldwide.
February 2025
About LCP Media
LCP Media specializes in high-quality visual content for real estate and multifamily, including TourBuilder virtual tour solutions, photography, 3D renderings, virtual staging and floor plans.
February 2025
About Oaktree Capital Management
Oaktree Capital Management (“Oaktree”) is a leader among global investment managers specialising in alternative investments, with $202 billion in assets under management as of 31 December 2024.
February 2025
About STOPit Solutions
STOPit Solutions provides mobile, web & phone trauma-informed anonymous reporting, emergency management solutions, and crisis management services to education, communities, and workplaces across the country.
February 2025
About HGGC
HGGC is a values-driven and partnership-focused private equity firm headquartered in California, with over $8 billion of cumulative capital commitments.
February 2025
About NuFlow Technologies
NuFlow Technologies is a leading provider of specialist liners, resins and equipment for small-diameter pipe repair.
February 2025
About Animal Supply Company
Animal Supply Company was one of the largest pet product distributors in the U.S., providing a wide breadth of pet food and supplies across the country.
February 2025
About Waystar
Waystar's software is purpose-built to simplify healthcare payments so providers can prioritize patient care and optimize their financial performance.
February 2025
About Diversified Energy Company
Diversified Energy Company PLC (“Diversified” or the "Company") is a leading publicly traded energy company focused on natural gas and liquids production, transport, marketing, and well retirement.
February 2025
About Sixth Street Specialty Lending
Sixth Street Specialty Lending, Inc. (NYSE: TSLX) is a specialty finance company focused on lending to middle-market companies.
February 2025
About General Atlantic
General Atlantic is a leading global growth investor with more than four decades of experience providing capital and strategic support for over 520 growth companies throughout its history.
February 2025
About Altea Active
Founded in 2018, Altea Active (“Altea” or the “Company”) is Canada’s leading operator of innovative fitness and wellness clubs.
February 2025
About AE Door and Window
Founded in 1980 by Bill Weber, AE Door & Window is a leading provider of residential garage door, entry door, and window services and installations in the Tri-State area, spanning Ohio, Kentucky, and Indiana.
February 2025
About MACH Natural Resources
Mach Natural Resources, Inc. is an independent upstream oil and gas company focused on the acquisition, development and production of oil, natural gas and NGL reserves.
February 2025
About Steliau Technology
The Steliau Technology Group, headquartered in Paris, is a leading provider of electronic solutions in Europe, specializing in Human-Machine Interfaces, IoT, Embedded Systems, Thermal Management and Energy Conversion.
February 2025
About Heartland Banc Corp
Heartland BancCorp is an OTCQX-traded registered Ohio financial holding company and the parent of Heartland Bank, which operates 20 full-service banking offices in Central Ohio and Greater Cincinnati.
February 2025
About XOi Technologies
XOi, the leading provider of jobsite-focused technology for the field service ecosystem, arms the industry with a digital tool that connects people to mission-critical equipment.
January 2025
About CROM
CROM is a water infrastructure solutions provider focused on the innovation, design, construction, restoration, and maintenance of the nation’s water and wastewater facilities.
January 2025
About Highvern
Highvern is a leading provider of bespoke solutions in fund administration, wealth management, and trust services for institutional investors, family-owned businesses, and individuals.
January 2025
About Horizon Infusions
Horizon Infusions is Ohio’s leading network of infusion centers, committed to delivering expert care in a low-cost, patient-focused environment.
January 2025
About Infinity Natural Resources
Infinity Natural Resources, Inc. (“Infinity”) is a growth oriented, free cash flow generating, independent energy company focused on the acquisition, development, and production of hydrocarbons in the Appalachian Basin.
January 2025
About InVue
InVue is a global technology provider at the forefront of innovative security solutions for protecting assets in the retail business.
January 2025
About Sunrise Realty Trust
Sunrise Realty Trust, Inc. (Nasdaq: SUNS) is an institutional commercial real estate (“CRE”) lender providing flexible financing solutions to sponsors of CRE projects in the Southern United States.
January 2025
About Blackstone Private Credit
Blackstone Private Credit is part of Blackstone Credit’s $100+ billion direct lending platform, which provides privately originated, senior secured, floating rate loans to North American and European companies.
January 2025
About MSC Income Fund
MSC Income Fund, Inc. is a principal investment firm that primarily provides debt capital to private companies owned by or in the process of being acquired by a private equity fund and also provides customized long-term debt and equity capital solutions.
January 2025
About Stragen Services
Stragen Services is a lyon-based pharmacovigilance and clinical safety services provider and has established itself as a reliable partner for the European Pharma, Biotech, and Medtech community.
January 2025
About Venture Global LNG
Venture Global is a long-term, low-cost provider of U.S. LNG sourced from resource rich North American natural gas basins. Venture Global’s business includes assets across the LNG supply chain including LNG production, natural gas transport, shipping and regasification.
January 2025
About R&B Wholesale Distributors
R&B Wholesale Distributors is a market-leading distributor of appliances and serves as a critical intermediary between blue-chip appliance manufacturers and a highly diversified customer base in the Dealer, Builder, Property Management and Commercial channels.
January 2025
About Aptyx
Aptyx is a global manufacturing partner that engineers smart solutions to help customers solve tough challenges with confidence.
January 2025
About Boundary Street Capital
Boundary Street Capital is a private credit investment manager focused on providing flexible capital solutions specifically to lower middle market technology and telecommunications businesses.
January 2025
About Learnosity
Learnosity is the global leader in assessment solutions. Serving over 670 customers and more than 40 million learners, its mission is to advance education and learning worldwide with best-in-class technology.
January 2025
About WATR Group
WATR Group, a market leader in groundwater management and (ground-)water purification, has developed to a leading water management specialist in Germany and the Netherlands.
January 2025
About CAPE Analytics
Founded in 2014, CAPE Analytics is a leading provider of geospatial AI intelligence to the insurance and real estate industries.
January 2025
About ESK-SIC
ESK-SIC is one of the world’s leading companies for high-quality silicon carbide powder, specializing in the production of high-performance materials that are used in various industrial applications.
January 2025
About United Bankshares
United Bankshares, Inc. is the bank holding company for United Bank that provides banking products and services. United Bank operates in more than 225 branch banking locations.
January 2025
About Camden National Corporation
Founded in 1875, Camden National Bank is a full-service community bank offering the latest digital banking, complemented by award-winning, personalized service.
January 2025
About IMC Logistics
Headquartered in Collierville, Tennessee, IMC is the largest marine drayage provider in the U.S. IMC offers intermodal solutions including Drayage, Container Storage, Transloading, Intermodal Rail, Chassis Provisioning, and Project Logistics.
January 2025
About Insurance Insider
Insurance Insider, a leading intelligence platform providing data, insight and analysis for the world’s top insurers, distributors, service providers and investors.
January 2025
About SafeSend
SafeSend automates the 'last-mile' of the tax return, including assembly, review, taxpayer e-signature and delivery. Its software solves key pain points for customers and their clients by eliminating time-consuming manual tasks.
January 2025
About The Vomela Companies
The Vomela Companies, headquartered in St. Paul, Minnesota, is a full-service visual communications provider capable of producing and installing a wide variety of promotional, store décor, event, transportation and commercial graphics.
January 2025
About SouthState Corporation
SouthState Corporation is a financial services company. SouthState Bank, N.A., the company's nationally chartered bank subsidiary, provides consumer, commercial, mortgage and wealth management solutions to more than one million customers.
Industries
of focus
Our success in each of our eight covered sectors is driven by the close relationships formed by our network of senior bankers. Each coverage area is backed by the same growth mindset and client-first mission, designed to deliver results that make a difference.
Strategically located to serve you
Our global reach and resources allow us to deliver for our clients, anywhere.
