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.

May 2026 Sterno portfolio company of Compass Diversified acquired by Archer Elevating the Essentials portfolio company of Wynnchurch Capital

May 2026

About Sterno

Founded over 100 years ago, Sterno is headquartered in Texarkana, TX and is a leading brand of food-warming and tabletop solutions, known for its chafing fuel products used across catering, hospitality, and foodservice applications through retail and distribution channels.
May 2026 CQG acquired by Broadridge

May 2026

About CQG

CQG is a leading global provider of high-performance trading, market data, analytics, risk management and order management solutions for traders, brokers, hedgers and exchanges worldwide, with direct market access to more than 45 global exchanges.
May 2026 Field & Main acquired by Stock Yards Bancorp, Inc.

May 2026

About Field & Main Bancorp, Inc.

Field & Main Bancorp, Inc. has $861 million in assets and manages approximately $800 million in wealth and trust assets.
April 2026 VertiGIS portfolio company of Battery public takeover of 1Spatial

April 2026

About VertiGIS

VertiGIS is a leading spatial asset management and Geographic Information Systems ("GIS") solutions provider and software developer.
April 2026 Hawthorn Bancshares, Inc. has entered into a definitive agreement to acquire FSB Farmers State Bank

April 2026

About Hawthorn Bancshares, Inc.

Hawthorn Bancshares, Inc. (NASDAQ: HWBK) is a financial holding company headquartered in Jefferson City, Missouri, and the parent company of Hawthorn Bank.
April 2026 CreateFuture portfolio company of SOHO Square has agreed to be acquired by Version 1

April 2026

About CreateFuture

Founded in Scotland in 2010, CreateFuture is a market-leading digital consultancy with 550 experts across Edinburgh, Glasgow, Leeds, London and Sofia.
April 2026 Yesway Initial Public Offering Passive Bookrunning Manager $322,000,000

April 2026

About Yesway

Headquartered in Fort Worth, Texas, Yesway operates 448 stores across nine Southwest and Midwest states and has grown through 27 acquisitions since its founding in 2015 to become a top-15 U.S. convenience-store operator by store count.
April 2026 Doctrine portfolio company of Summit Partners has agreed to be acquired by RELX

April 2026

About Doctrine

Founded in 2016 and headquartered in Paris, Doctrine combines a comprehensive corpus of case law, legislation and regulatory content for civil law jurisdictions with a suite of AI-powered research, drafting and analytics tools.
April 2026 Climb Bio PIPE Placement Agent $110,000,000

April 2026

About Climb Bio

Climb Bio, Inc. is a clinical-stage biotechnology company with a mission to deliver high impact, disease-modifying medicines for individuals living with immune-mediated diseases, including those affecting kidney health.
April 2026 Not Your Mother's portfolio company of Main Post Partners acquired by Henkel

April 2026

About Not Your Mother's

Founded in 2010, Not Your Mother’s creates high-quality, salon-inspired haircare and has become one of the largest independent mass haircare brands in the U.S.
April 2026 Ligentia portfolio company of Equistone acquired by Asyad

April 2026

About Ligentia

Ligentia is a global, technology-enabled supply chain management company headquartered in London.
April 2026 Peoples Bancorp has entered into a definitive agreement to acquire Citizens National Corporation

April 2026

About Peoples Bancorp Inc.

Peoples Bancorp Inc. ("Peoples") is a publicly traded (NASDAQ: 'PEBO') diversified financial services holding company and makes available a complete line of banking, trust and investment, insurance and premium financing solutions through its subsidiaries.