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 River City Bank
With more than five decades of operating history, River City Bank has built a reputation for relationship-focused banking, disciplined growth, and specialized expertise across commercial banking, commercial real estate, clean energy, public sector banking, and other specialized sectors.
August 2026
About Kohlberg, Kravis Roberts & Co.
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.
August 2026
About American TCS
Through a comprehensive suite of custody and trust services, retirement solutions, wealth management and technology software automation, AmericanTCS serves a diverse range of ecosystem participants across the country, including investment advisors, broker/dealers, TPAs and other technology vendors.
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 Montagu
Montagu is a leading mid-market private equity firm, committed to finding and growing businesses that make the world work.
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 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 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 Jersey Mike's Subs
Jersey Mike's Subs is a leading fast-casual restaurant franchisor with more than 3,300 locations across the United States and Canada.
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.