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.

April 2025 ALM. portfolio company of Eagletree Cpital has merged with Law Business Research

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 Plentysystems has received a significant growth investment from PSG

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.
March 2025 Contentserv portfolio company of Investcorp acquired by CentricSoftware subsidiary of Dassault Systems

March 2025

About Contentserv

Contentserv is the leading provider of a Product Information Management (PIM) and Product Experience Management (PXM) cloud.
March 2025 A10 Convertible Debt Offering Bookrunning Manager $200,000,000

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 Cenosco portfolio company of Fortino received a majority growth investment from Summit Partners

March 2025

About Cenosco

Cenosco is an asset integrity management software company with over 20 years of product leadership in asset-heavy industries.
February 2025 TA Associates invested in FGE Facts Global Energy and merged it with NexantECA

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 Waystar Follow-On Offering Co-Manager $800,000,000

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.
January 2025 ECI has agreed to acquire Insurance Insider a subsidiary of Delinian

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 The Vomela Companies acquired by Riverside supported by acquisition financing arranged by Raymond James

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.
December 2024 AOI Convertible Senior Notes Exchange Exclusive Financial Advisor $125,000,000

December 2024

About Applied Optoelectronics

Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024 AOI Registered Direct Offering Sole Placement Agent $35,208,475

December 2024

About Applied Optoelectronics

Applied Optoelectronics Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment, targeting customers in the CATV broadband, internet datacenter, telecom and FTTH segments.
December 2024 DataDog Convertible Debt Offering Co-Manager $1,000,500,000

December 2024

About Datadog

Datadog is the observability and security platform for cloud applications. The Company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities.