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Focus Excellence Results

The power of our people and platform

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Learn how Stifel supports clients across a wide spectrum of strategic situations here.

About Stifel Institutional

Stifel’s mission is to provide the professional guidance and resources you need to work toward your goals.

Stifel is a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. The breadth of our platform and experience of our people uniquely position us to provide a range of solutions with the ability to quickly pivot as client needs evolve.

About Us

Capabilities

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Investment Banking

Full-service investment banking. Deep industry experience.

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Icons_fixed-income

Fixed Income Capital Markets

Delivering best-in-class services to meet the wide-ranging investment and debt capital building needs of a diverse client base.

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Icons_equity-research

Equity Research

Leading provider of differentiated, actionable research on stocks across multiple sectors and geographies.

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Icons_equities

Equities

Differentiated, research-driven products with a focus on value and service.

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Icons_public-finance

Public Finance

Helping municipal and not-for-profit clients better serve their communities.

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Icons_sereving-business-leaders

Serving Business Leaders

Professional guidance for corporate benefits, wealth management, planning, and banking services.

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Notable Transactions

Mineralys Follow-on

$ 175,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2025
Kestra IPO

$ 202,000,000

Initial Public Offering

Joint Bookrunning Manager

Medtech Mar 2025
IGS_American M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Mar 2025
IBS SSCF

Senior Secured Credit Facilities

Lender

Engineering & Construction, and Infrastructure Mar 2025
IsoEnergy Follow-on

C$ 17,400,000

Follow-on Offering

Sole Bookrunner

Metals & Mining Feb 2025
Vior Inc Private Placement

C$ 39,005,077

Private Placement

Joint Bookrunner

Metals & Mining Feb 2025
Superbet Refinancing

€ 1,320,000,000

Refinancing

Joint Bookrunner/Joint Lead Financial Advisor

Gaming & Leisure Feb 2025
Adriatic Metals Follow-on

A$ 80,000,000

Follow-on Offering

Joint Lead Arranger & Joint Bookrunner

Energy & Natural Resources Feb 2025
Redishred_VRC MA

C$ 131,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Feb 2025
Sionna IPO

$ 219,200,000

Initial Public Offering

Joint Bookrunner

Biopharma Feb 2025
Titan IPO

$ 384,000,000

Initial Public Offering

Joint Bookrunner

Building Products Feb 2025
GH Research Follow-on

$ 150,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Feb 2025
Radar_EIDO MA

Mergers & Acquisitions

Advisor to Buyer

Healthcare Feb 2025
Mach Follow-on

$ 230,000,000

Follow-on Offering

Left Bookrunner

Energy & Natural Resources Feb 2025
Uniqure

$ 75,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Jan 2025
SirisDynix_Harris M&A

Mergers & Acquisitions

Advisor to Seller

Software Dec 2024
Pieris_Palvella MA

Mergers & Acquisitions

Advisor to Pieris

HealthTech Dec 2024
Trevi Therapeutics Registered Direct

$ 50,000,000

Registered Direct

Joint Bookrunner

Biopharma Dec 2024
CG Oncology Follow-on

$ 257,600,000

Follow-on Offering

Joint Bookrunner

Biopharma Dec 2024
Veritive SSN

$ 350,000,000

Senior Secured Notes

Joint Bookrunner

Paper & Forest Products, Diversified Industries Dec 2024
Veritiv SSCF

$ 1,075,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging, Diversified Industries Dec 2024
Nabriva HKF MA

Mergers & Acquisitions

Advisor to Seller

HealthTech Dec 2024
ServiceTitan

$ 624,800,000

Initial Public Offering

Joint Bookrunner

Software Dec 2024
IRISNDT_apave MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Dec 2024
Janux

$ 402,500,000

Follow-on Offering

Joint Bookrunner

Biopharma Dec 2024
Intuitive Machines

$ 115,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Dec 2024
Lindsay_Golden MA

Mergers & Acquisitions

Advisor to Buyer

Food & Beverage Dec 2024
Cowan_Schneider MA

$ 390,000,000

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Dec 2024
CCMP_Combined

Mergers & Acquisitions

Advisor to Buyer

Business Services Dec 2024
Flipp_Media Central MA

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Nov 2024
Kodiak Follow-on

$ 196,956,533

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Nov 2024
snagajob_GetJob MA

Mergers & Acquisitions

Advisor to Seller

Software Nov 2024
PCSAPI_Advanced Capital

Mergers & Acquisitions

Advisor to Seller

Restaurants Nov 2024
V2X Follow-on

$ 152,500,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Nov 2024
KalVista Registered Direct & PIPE

$ 60,000,000

Registered Direct & PIPE

Joint Bookrunner & Joint Placement Agent

Biopharma Nov 2024
PlatinumButterfly_RiseBanking MA

Mergers & Acquisitions

Advisor to Buyers

Food & Beverage Nov 2024
Rise Baking SSCF

$ 610,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Food & Beverage Nov 2024
Rise Banking SSN

$ 900,000,000

Senior Secured Notes

Joint Bookrunner

Food & Beverage Nov 2024
Bora Pharmaceuticals_Pyros Pharmaceuticals MA

Mergers & Acquisitions

Advisor to Buyer

Biopharma Oct 2024
First Advantage_Sterling MA

$ 2,200,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Oct 2024
First Advantage SSCF

$ 2,435,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Tech-Enabled Services Oct 2024
VSE Follow-on

$ 172,499,859

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Oct 2024
Biomapas_Carbyne MA

Mergers & Acquisitions

Sole Financial Advisor

Healthcare Services Oct 2024
Linden_GT_MA

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Sep 2024
Armada Hoffler Follow-on

$ 94,500,000

Follow-on Offering

Joint Bookrunner

Real Estate Sep 2024
Knowland_Cendyn MA September

Mergers & Acquisitions

Advisor to Seller

Software Sep 2024
Casella Waste Follow-on

$ 517,500,000

Follow-on Offering

Joint Bookrunner

Industrial & Environmental Services Sep 2024
GranTierra Energy

$ 150,000,000

Senior Notes

Joint Bookrunner

Energy & Natural Resources Sep 2024
Nuvalent Follow-on

$ 575,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Sep 2024
Bicara IPO

$ 362,250,000

Initial Public Offering

Joint Bookrunner

Biopharma Sep 2024
MBX IPO

$ 187,680,000

Initial Public Offering

Joint Bookrunner

Biopharma Sep 2024
Viridian Follow-on

$ 258,750,000

Follow-on Offering

Joint Bookrunning Manager

Biopharma Sep 2024
Oruka PIPE

$ 200,536,320

PIPE

Joint Placement Agent

Biopharma Sep 2024
Relay Pharmaceuticals Follow-on

$ 200,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Sep 2024
Kodiak Follow-on Offering

$ 152,173,925

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Sep 2024
Mach Natural Resources

$ 137,000,000

Follow-on Offering
Energy & Natural Resources Sep 2024
Vine Hill Capital IPO

$ 220,000,000

Initial Public Offering

Sole Bookrunner

Business Services Sep 2024
V2X Follow-on

$ 96,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Sep 2024
Kymera CMO

$ 258,750,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Aug 2024
Phathom Registered Direct

$ 130,000,000

Registered Direct

Joint Bookrunner

Biopharma Aug 2024
SI Solutions_MidOcean MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Aug 2024
SAiba_Boehringer MA

Mergers & Acquisitions

Advisor to Seller

Healthcare, Biopharma Aug 2024
Montage Gold Private Placement

C$ 180,000,000

Private Placement

Left Bookrunner

Metals & Mining Aug 2024
Nearly Natural

Senior Secured Credit Facilities

Sole Placement Agent

Consumer Products Aug 2024
Orthopediatrics Senior Notes

$ 100,000,000

Convertible Notes & Senior Secured Term Loan

Lead Financial Advisor

Medtech Aug 2024
Precigen Follow-on

$ 33,900,000

Follow-on Offering

Sole Bookrunner

Biopharma Aug 2024
GenNx 360 Asset Continuation

$ 85,000,000

Completed a Single Asset Continuation Vehicle

Advisor to Sponsor

Private Capital Advisory 2024
Hammer& Steel_Argonaut MA

Mergers & Acquisition

Advisor to Seller

Capital Goods Aug 2024
Adagio_Ayra

$ 128,000,000

SPAC Merger

Financial Advisor

Medtech Jul 2024
Akston_Dechra

Mergers & Acquisitions

Advisor to Seller

Healthcare Jul 2024
Integra Follow-on

C$ 20,115,000

Follow-on Offering

Left Bookrunner

Metals & Mining Jul 2024
Archdock Follow-on

$ 231,000,000

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Jul 2024
Endomag_Hologic

$ 310,000,000

Mergers & Acquisitions

Advisor to Seller

Medtech, Healthcare Jul 2024
Riot Platforms_Block Mining MA

$ 92,500,000

Mergers & Acquisitions

Advisor to Buyer

Digital Assets Jul 2024
Marshall Excelsior_Dover MA

$ 395,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Jul 2024
Nabriva Therapeutics_Meithal MA

Mergers & Acquisitions

Advisor to Seller

Biopharma Jul 2024
HIG_Best Trash M&A

Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services Jul 2024
Instamotion Retail_Carvago M&A

Mergers & Acquisitions

Advisor to Seller

Consumer Jul 2024
Kidde Fenwal SSCF

Senior Secured Credit Facilities

Sole Placement Agent

Business Services Jul 2024
Pacific Avenue_Kidde Fenwal M&A

Mergers & Acquisitions

Advisor to Buyer

Business Services Jul 2024
AECON_Xtreme MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Jul 2024
Onward Medical SCF

€ 52,500,000

Secured Credit Facility

Exclusive Debt Advisor

Healthcare Jun 2024
Rapport Therapeutics IPO

$ 174,400,000

Initial Public Offering

Joint Bookrunner

Biopharma Jun 2024
MRGB_Marubeni MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Jun 2024
Life360 IPO

$ 155,250,000

Initial Public Offering

Joint Bookrunner

Internet & Digital Media Jun 2024
Gauzy IPO

$ 75,000,000

Initial Public Offering

Joint Bookrunning Manager

Industrial Technology Jun 2024
ISG_Azuria_MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Jun 2024
Celcuity Registered Direct

$ 60,000,000

Registered Direct

Joint Bookrunner

Biopharma May 2024
OrangeTree_Accurate MA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services May 2024
Dyne Follow-on

$ 374,325,000

Follow-on Offering

Joint Bookrunner

Biopharma May 2024
Accrol_Navigator M&A

£ 188,194,390

Mergers & Acquisitions

Advisor to Seller

Paper & Forest Products May 2024
Voltyx_Asplundh MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure May 2024
D’Amico Block Trade

€ 40,300,000

Block Trade

Joint Global Coordinator / Joint Bookrunner

Diversified Industries May 2024
VSE Follow-on

$ 150,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services May 2024
Zerofox_Haveli MA

$ 350,000,000

Mergers & Acquisitions

Advisor to Seller

Software May 2024
Proficient Auto IPO

$ 236,525,000

Initial Public Offering

Left Bookrunner

Transportation & Logistics May 2024
Sappi_Progroup MA

Mergers & Acquisitions

Advisor to Seller

Paper & Forest Products May 2024
Abeona Registered Direct

$ 75,000,000

Registered Direct

Sole Bookrunner

Biopharma May 2024
Pioneer_Waste M&A

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services May 2024
Kohler SSCF

$ 1,640,000,000

Senior Secured Credit Facilities

Joint Lead Arranger / Joint Bookrunning Manager

Capital Goods May 2024
Sientra Agg Indebtedness 0424

$ 94,300,000

Aggregate Indebtedness

Advisor to Sientra

Medtech Apr 2024
Sientra Tiger Nuance MA 0424

$ 121,600,000

Has Sold Assets to

Advisor to Seller

Medtech Apr 2024
Montrose FO April 2024

$ 120,000,000

Follow-on Offering

Joint Bookrunner

Engineering & Construction, and Infrastructure Apr 2024
Kaman SSCF 0424

$ 965,000,000

Senior Secured Credit Facilities

Joint Lead Arranger, Joint Bookrunner

Aerospace, Defense & Government Services Apr 2024
Neogames_Aristocrat

$ 1,200,000,000

Mergers & Acquisitions

Advisor to Seller

Gaming & Leisure Apr 2024
Bridger Aerospace Group Registered Direct

$ 9,844,961

Registered Direct

Sole Placement Agent

Aerospace, Defense & Government Services Apr 2024
Mitie Joint Broker

Corporate Brokering

Joint Corporate Broker

Business Services Apr 2024
Nurix Therapeutics

$ 201,250,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Apr 2024
Contineum Therapeutics IPO

$ 110,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Apr 2024
EcoIndustrial_BradyPlus

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Packaging Apr 2024
Upsher-Smith_Bora Pharmaceuticals

Mergers & Acquisitions

Advisor to Seller

Biopharma Apr 2024
Greif_Ipackchem_MA March

$ 538,000,000

Mergers & Acquisitions

Advisor to Buyer

Packaging Mar 2024
Clean Harbors Term Loan B March

$ 500,000,000

Term Loan B

Joint Lead Arranger

Industrial & Environmental Services Mar 2024
NervGen Pharma Corp Follow-on

C$ 23,011,788

Follow-on Offering

Joint Bookrunner

Healthcare & Special Situations Mar 2024
Avalo_AlmataBio_MA_March

Mergers & Acquisitions

Financial Advisor

Biopharma Mar 2024
Nkarta Registered Direct

$ 240,100,310

Registered Direct

Joint Bookrunner

Biopharma Mar 2024
CLS_Sentinel_MA_March

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Mar 2024
Closure Systems SSCF March

$ 620,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging Mar 2024
Geron Registered Direct

$ 150,000,000

Registered Direct

Joint Bookrunner

Biopharma Mar 2024
Spyre Therapeutics PIPE

$ 180,000,000

PIPE

Joint Placement Agent

Biopharma Mar 2024
Cloud Term Loan

$ 1,000,000,000

Term Loan

Joint Lead Arranger

Software Mar 2024
data.ai_SenorTower MA

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Mar 2024
Ichor Follow-on

$ 125,000,025

Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Mar 2024
Proterra Inc. Chapter 11 Restructuring

$ 199,000,000

Chapter 11 Restructuring

Investment Banker for the Official Committee of Unsecured Creditors

Vehicle Electrification Mar 2024
Apogee Therapeutics

$ 482,999,902

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2024
Regenxbio Follow-on

$ 140,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2024
South Coast Retina_ Retina Consultants of America MA

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Mar 2024
American Insulated Glass

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution, Building Products Mar 2024
OakRidge IWS MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Mar 2024
Interstate Waste Services SSCF

$ 205,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Industrial & Environmental Services Mar 2024
Avacta

£ 31,000,000

Follow-on Offering

Joint Bookrunner, Joint Corporate Broker, NOMAD

Healthcare Mar 2024
DISA_CastleBranch MA

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Mar 2024
Viking Follow-on

$ 632,540,250

Follow-on Offering

Joint Bookrunner

Biopharma Feb 2024
Trulite Term Loan B

$ 400,000,000

Term Loan B

Joint Lead Arranger

Specialty Distribution, Building Products Feb 2024
Dario Health

$ 34,400,000

Mergers & Acquisitions

Advisor to Buyer

HealthTech Feb 2024
KalVista FO

$ 160,125,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Feb 2024
Summerland_ClearNorth MA

C$ 72,700,000

Mergers & Acquisitions
Feb 2024
Hut8_VPC MA

Mergers & Acquisitions

Financial Advisor

Digital Assets Feb 2024
LSC_CJK MA

Mergers & Acquisitions

Advisor to Seller

Paper & Forest Products Feb 2024
Amaroq Minerals

$ 57,800,000

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Feb 2024
Cafe William_ Fonds

Mergers & Acquisitions

Financial Advisor

Food & Beverage Feb 2024
Loenbro_Braemont MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Feb 2024
CollisionRight_Summit Partners MA

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Jan 2024
Selina Out of Court Restructuring

$ 300,000,000

Out-of-Court Restructuring and Convertible Notes

Advisor to Selina Hospitality PLC

Real Estate Jan 2024
ACOME Group_LYNDDAHL Telecom

Mergers & Acquisitions

Diversified Industries Jan 2024
BillingPlatform_FTV

Has Received an Investment

Advisor to Seller

Software Jan 2024
Netstreit Follow-on

$ 172,800,000

Follow-on Offering

Joint Bookrunner

Real Estate Jan 2024
The Jordan Company

Mergers & Acquisition

Advisor to Buyer

Transportation & Logistics Jan 2024
Renu Energy Solutions_Swell Energy M&A

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Jan 2024
Blue Matrix_Thomabravo M&A

Mergers & Acquisitions

Advisor to Seller

Software Jan 2024
Dyne Therapeutics

$ 345,144,000

Follow-on Offering

Joint Bookrunner

Biopharma Jan 2024
Vault_Sterling M&A

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Jan 2024
Cegeka_CTG

$ 170,000,000

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Dec 2023
Falcon Point_Jennmar

$ 389,000,000

Mergers & Acquisitions

Advisor to Buyer

Private Capital Advisory 2023
Hive Private Placement

C$ 25,000,000

Private Placement

Joint Bookrunner

Technology Dec 2023
WRM_ Ridgewood MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Dec 2023
Innovative_CCMP M&A

Mergers & Acquisitions

Financial Advisor

Industrial Technology Dec 2023
Innovative Refrigeration

Senior Secured Credit Facilities

Debt Placement Agent

Industrial Technology Dec 2023
Tactical Air

$ 70,000,000

Senior Secured Credit Facility

Sole Placement Agent

Aerospace, Defense & Government Services Dec 2023
Propella_Astellas MA

$ 175,000,000

Mergers & Acquisitions

Advisor to Seller

Biopharma Dec 2023
Wentworth_Maurel Proom MA

$ 75,300,000

Mergers & Acquisitions

Financial Advisor

Energy & Natural Resources Dec 2023
All West Communications_Novacap M&A

Mergers & Acquisitions
Media & Telecom Dec 2023
Syndax CMO

$ 230,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Dec 2023
Cal/Amp Senior Secured Term Loan

$ 45,000,000

Senior Secured Term Loan

Sole Placement Agent

Tech-Enabled Services, Software Dec 2023
Audax_Dobbs MA

Mergers & Acquisitions

Advisor to Buyer

Automotive Aftermarket Dec 2023
Dobbs Tire Auto Centers SSCF

Senior Secured Credit Faciltity

Joint Lead Arranger

Automotive Aftermarket Dec 2023
Cibus Registered Direct

$ 20,300,000

Registered Direct

Left Bookrunner

HealthTech Dec 2023
Energean Block Trade

$ 51,900,000

Block Trade

Sole Bookrunner

Energy & Natural Resources Dec 2023
Credo CMO

$ 175,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Dec 2023
Spyre PIPE

$ 180,000,000

PIPE

Joint Placement Agent

Biopharma Dec 2023
Vanda_Johnson & Johnson MA

$ 100,000,000

Mergers & Acquisitions

Advisor to Buyer

Biopharma Dec 2023
Eurofase_BeachPoint MA

Mergers & Acquisitions

Advisor to Seller

Consumer & Retail Dec 2023
Xenon

$ 300,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Nov 2023
Euro Manganese

$ 100,000,000

Convertible Loan Royalty

Financial Advisor

Energy & Natural Resources Nov 2023
Hut 8_US Bitcoin MA

$ 990,000,000

Mergers & Acquisitions

Financial Advisor

Digital Assets Nov 2023
M8 Pharmaceuticals_Acino

Mergers & Acquisitions

Advisor to Seller

Biopharma Nov 2023
Veritiv Senior Secured Notes

$ 700,000,000

Senior Secured Notes

Joint Bookrunner

Packaging Nov 2023
Veritiv SSCF

$ 1,425,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Packaging Nov 2023
Agility_AFIMAC MA

Mergers & Acquisitions

Advisor to Seller

Business Services Nov 2023
Teijin_Ascendis

$ 245,000,000+

In-Licensing

Advisor to Licensee

Biopharma Nov 2023
Medstrat_Zimmer Biomet MA

Mergers & Acquisitions

Advisor to Seller

HealthTech Nov 2023
ic Berlin_Marcolin MA

Mergers & Acquisitions

Financial Advisor

Consumer, Technology Nov 2023
Lexeo IPO

$ 111,536,216

Initial Public Offering

Joint Bookrunner

Biopharma Nov 2023
Alphatec CMO

$ 150,150,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Oct 2023
Mach IPO

$ 190,000,000

Initial Public Offering

Left Bookrunner

Energy & Natural Resources Oct 2023
BarkyGroup Private Placement

£ 100,000,000

Private Placement Joint Venture

Sole Financial Advisor Sole Placement Agent

Real Estate Oct 2023
NCR_NCRAtleos Spin-off

$ 4,483,000,000

Has Completed a Spin-off

Financial Advisor

Capital Goods Oct 2023
Heritage Crystal Clean_JF Lehman

$ 1,200,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Oct 2023
Globalia_Smartbug_MA

Mergers & Acquisitions

Advisor to Seller

Software Oct 2023
Cerevel CMO

$ 517,500,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Oct 2023
Landx_Lordstown MA

Mergers & Acquisitions

Advisor to Buyer

Vehicle Electrification Oct 2023
Biocorp

€ 154,430,010

Mergers & Acquisitions

Advisor to Seller

Medtech Oct 2023
Vistagen Registered Direct

$ 100,000,000

Registered Direct

Joint Bookrunner

Biopharma Oct 2023
Audeze_Sony

Mergers & Acquisitions

Advisor to Seller

Consumer Products Oct 2023
GTCR_ADT MA

$ 1,600,000,000

Mergers & Acquisitions

Advisor to Buyer

Industrial Technology Oct 2023
Immunome_Morphimmune MA

$ 90,833,010

Mergers & Acquisitions

Advisor to Buyer

Biopharma Oct 2023
Electric Supply_Sonepar

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution Sep 2023
Infirst_Carlin MA

Mergers & Acquisitions

Advisor to Seller

Healthcare Sep 2023
Hillevax CMO

$ 115,000,000

Confidentially marketed Follow-on Offering

Joint Bookrunner

Biopharma Sep 2023
Pollen Street Private Debt

Private Debt

Financial Advisor

Software Sep 2023
Pollen Street_Main MA

Mergers & Acquisitions

Advisor to Buyer

Software Sep 2023
Neumora IPO

$ 250,070,000

Initial Public Offering

Joint Bookrunner

Biopharma Sep 2023
Skymark_Interflex Group MA

Mergers & Acquisitions

Advisor to Seller

Diversified Industries, Paper & Forest Products Sep 2023
Dutch Bros Follow-on

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Restaurants Sep 2023
Barcoding_Graham M&A

Mergers & Acquisitions

Financial Advisor

Tech-Enabled Services Sep 2023
Allied Merger Corporation Private Placement

$ 267,280,430

Private Placement

Joint Bookrunner

Metals & Mining Aug 2023
Asure CMO

$ 46,000,000

Confidentially Marketed Follow-on

Left Bookrunning Manager

Software Aug 2023
Flipp_Truelink

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Aug 2023
Cadent_Novacap M&A

Mergers & Acquisitions

Co-Advisor to Seller

Internet & Digital Media Aug 2023
Rockport_Authentic_MarcFisher MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Aug 2023
AWP_RHV Capital MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Aug 2023
Ace Beverage_Corby MA

C$ 165,000,000

Mergers & Acquisitions

Advisor to Seller

Consumer Products Jul 2023
Acumen FO

$ 130,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Jul 2023
Apogee IPO

$ 345,057,500

Initial Public Offering

Joint Bookrunner

Biopharma Jul 2023
Drop_Corsair MA

Mergers & Acquisitions

Advisor to Seller

Gaming & Leisure Jul 2023
Kooth Follow-on

£ 10,000,000

Equity Placing

Joint Bookrunner

Healthcare Jul 2023
Key Real Estate

$ 300,000,000

Recapitalization & Private Placement

Financial Advisor & Sole Placement Agent

Real Estate Jun 2023
Kodiak Gas Services

$ 256,000,000

Initial Public Offering

Joint Bookrunning Manager

Energy & Natural Resources Jun 2023
IGM Biosciences

$ 120,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Jun 2023
Gambling.com Follow-on Offering

$ 45,209,375

Follow-on Offering

Joint Bookrunner

Gaming & Leisure Jun 2023
Cava Group IPO

$ 365,444,420

Initial Public Offering

Joint Bookrunner

Restaurants Jun 2023
Checkers Recapitalization

$ 315,000,000

Recapitalization

Investment Banker for Checkers

Restaurants Jun 2023
Jadestone Follow-on Offering

$ 50,000,000

Follow-on Offering

Sole Bookrunner

Energy & Natural Resources Jun 2023
Hurricane_Prax M&A

$ 311,000,000

Mergers & Acquisitions

Financial Advisor

Energy & Natural Resources Jun 2023
Structurlam_Mercer M&A

$ 83,500,000

Mergers & Acquisitions

Advisor to Seller

Paper & Forest Products, Diversified Industries Jun 2023
Casella FO

$ 517,500,000

Follow-on Offering

Joint Bookrunner

Industrial & Environmental Services Jun 2023
Disc Medicine Follow-on

$ 137,200,000

Follow-on Offering

Joint Bookrunner

Biopharma Jun 2023
GAI_Eland MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Jun 2023
Tricida Chapter 11

$ 200,000,000

Chapter 11 Restructuring

Investment Banker for Tricida

Biopharma Jun 2023
Exro Technologies

$ 34,931,250

Follow-on Offering

Joint Bookrunner

Diversified Industries May 2023
Tecnoglass

$ 98,900,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution May 2023
OneSpaWorld Follow-on

$ 90,000,000

Follow-on Offering

Joint Bookrunner

Consumer Products May 2023
Zoo Digital Equity Placing

£ 12,500,000

Equity Placing

Nomad, Joint Broker and Joint Bookrunner

Technology May 2023
Franchise Brands Follow-on

£ 92,000,000

Follow-on Offering

Joint Bookrunner

Diversified Industries Apr 2023
Sunbloom_Avril MA

Mergers & Acquisitions

Advisor to Seller

Consumer Apr 2023
Stericycle_Brazil MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Apr 2023
30 Technology_Convatec MA

£ 176,000,000

Financial Advisor

Mergers & Acquisitions
Medtech Apr 2023
Karuna Follow-on

$ 460,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2023
FTAI Preferred Stock

$ 65,000,000

Preferred Stock

Joint Bookrunner

Transportation & Logistics Mar 2023
Custom Wheel House_Fox Factory MA

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Mar 2023
Journey Energy Follow-on

C$ 17,500,000

Follow-on Offering

Sole Bookrunner

Mar 2023
Yusen_Taylored MA

Mergers & Acquisitions

Advisor to Buyer

Transportation & Logistics Mar 2023
TPB Acquisition_Lavoro MA

$ 1,220,000,000

Mergers & Acquisitions

Capital Markets Advisor

Food & Beverage Feb 2023
Hillman Follow-on

$ 230,000,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products Feb 2023
Amware_Staci MA

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Feb 2023
Diversified Energy

$ 163,000,000

Follow-on Offering

Joint Global Coordinator and Joint Bookrunner

Feb 2023
Essential Properties

$ 189,400,000

Follow-on Offering

Joint Bookrunner

Real Estate Feb 2023
Mineralys IPO

$ 220,800,000

Initial Public Offering

Joint Bookrunner

Biopharma Feb 2023
Movella_Pathfinder MA

$ 504,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Feb 2023
Renalytix PIPE

$ 20,300,000

PIPE

Sole Placement Agent and Nomad

Healthcare Feb 2023
Treace Medical CMO

$ 100,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Feb 2023
GI Partners_Rise Broadband MA

Mergers & Acquisitions

Advisor to Buyer

Media & Telecom Feb 2023
American’s Test Kitchen Senior Secured Notes

Senior Secured Notes

Sole Placement Agent

Food & Beverage Feb 2023
Megatech_Middleground MA

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Jan 2023
SKY Fund Eaton

$ 770,000,000

Premier Aircraft Leasing Asset Manager

Private Capital Advisory

Private Capital Advisory, First Time Funds Jan 2023
Kopin CMO

$ 19,940,000

Confidentially Marketed Follow-on Offering

Sole Bookrunner

Electronics & Industrial Technology Jan 2023
TXO IPO

$ 100,000,000

Initial Public Offering

Joint Bookrunner

Energy & Natural Resources Jan 2023
Keensight_Onventis MA

Mergers & Acquisitions

Advisor to Buyer

Technology Jan 2023
CleanHarbors

$ 500,000,000

Senior Notes

Joint Bookrunner

Industrial & Environmental Services Jan 2023
Geron Follow-on

$ 227,843,965

Follow-on Offering

Joint Bookrunner

Biopharma Jan 2023
Things Remembered_1800Flowers MA

Sale of E-commerce Assets to

Advisor to Seller

Consumer Products Jan 2023
APA_PNC Riverarch MA

Mergers & Acquistions

Advisor to Seller

Automotive Aftermarket Jan 2023
Sky Leasing V

$ 770,000,000

Aviation Leasing

Sky Leasing V

Private Fund Placement 2023
Greif_Lee Container MA

$ 300,000,000

Mergers & Acquisitions

Advisor to Buyer

Packaging, Paper & Forest Products Dec 2022
Enesco_NECA MA

Mergers & Acquisitions

Advisor to Seller

Consumer Products Dec 2022
Roadone_Ridgemont

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Dec 2022
ArgoBlockchain_Galaxy MA

$ 100,000,000

Has Sold Assets & Equipment

Financial Advisor

Technology Dec 2022
Voti_Rapiscan MA

Mergers & Acquisitions

Advisor to Seller

Diversified Industries Dec 2022
California Bioenergy_Brookfield MA

$ 500,000,000

Funding Partnership

Financial Advisor

Energy & Natural Resources Dec 2022
CMI_Charger MA

Mergers & Acquisitions

Advisor to Seller

Building Products Dec 2022
CMI SSCF

Senior Secured Credit Facilities

Sole Placement Agent

Building Products Dec 2022
Bioassay_ReactionBiology

Mergers & Acquisitions

Advisor to Seller

Healthcare Dec 2022
Cutera

$ 120,000,000

Convertible Notes

Left Bookrunner

Medtech Dec 2022
VOR Registered Direct

$ 115,799,748

Registered Direct & PIPE

Joint Bookrunner & Joint Placement Agent

Biopharma Dec 2022
X4 Pharmaceuticals

$ 65,010,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Dec 2022
Unimed_ZCG

Mergers & Acquisitions

Advisor to Seller

Maritime Services, Healthcare Services Dec 2022
Iveric Bio CMO

$ 300,375,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Dec 2022
Purigen Biosystems_Bionano

$ 64,000,000

Mergers & Acquisitions

Advisor to Seller

Tools & Diagnostics Nov 2022
DZS Inc. CMO

$ 44,664,988

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Nov 2022
AerSale

$ 62,000,000

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Nov 2022
OmniAb_Avista MA

$ 850,000,000

Mergers & Acquisitions

Financial and Capital Markets Advisor

Biopharma Nov 2022
Envera_Windpoint MA

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Nov 2022
Commercehub_ChannelAdvisor MA

$ 724,400,000

Mergers & Acquisitions

Advisor to Buyer

Software Nov 2022
ReedTMS_Werner

Merger & Acquisitions

Advisor to Seller

Transportation & Logistics Nov 2022
Global Research_DISA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Nov 2022
Sunset_Armada

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Nov 2022
Binary Defense_Invictus MA

$ 36,000,000

Growth Investment

Advisor to Binary Defense

Software Nov 2022
Silkroad Follow-on

$ 115,000,000

Follow-on Offering

Joint Bookrunner

Medtech Oct 2022
Avacta Group Convertible Bond FO

£ 64,000,000

Convertible Bond & Follow-on Offering

Sole Bookrunner, Sole Placement Agent, Sole Broker and Nomad

Healthcare Services Oct 2022
Artemis Follow-on

C$ 175,005,000

Follow-on Offering

Co-Lead Manager

Metals & Mining Oct 2022
Maxive_Thales MA

€ 120,000,000

Mergers & Acquisitions

Advisor to Seller

Software Oct 2022
Dragonfly SSN

$ 75,000,000

Senior Secured Notes

Joint Placement Agent

Industrial & Environmental Services Oct 2022
Dragonfly_Chardan Merger

$ 514,804,642

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Oct 2022
Chardan PIPE

$ 80,000,000

PIPE

Joint Placement Agent

Industrial & Environmental Services Oct 2022
Bidstack Placing

£ 10,482,996

Placing and Subscription

Broker and Sole Bookrunner

Internet & Digital Media Oct 2022
Harborside_Broadcastmed MA

Mergers & Acquisitions

Advisor to Seller

Education Services & Technology Oct 2022
Salary_AKKR MA

Mergers & Acquisitions

Advisor to Seller

Software Sep 2022
Citrix SSCF $5B

$ 5,050,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software Sep 2022
Citrix 500 Million Euros

€ 500,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Software Sep 2022
Citrix 4B

$ 4,000,000,000

Senior Secured Notes

Joint Bookrunner

Software Sep 2022
Manitowoc_Summit_MA September

Mergers & Acquisitions

Advisor to Seller

Industrial Technology, Aerospace, Defense & Government Services Sep 2022
Exact_Weclapp MA September

Mergers & Acquisitions

Advisor to Buyer

Software Sep 2022
Kape Follow-on

$ 220,000,000

Follow-on Offering

Joint Broker and Joint Bookrunner

Technology Sep 2022
Riskmethods_Sphera MA

Mergers & Acquisitions

Advisor to Seller

Software Sep 2022
7C Solar Parken Follow-on

Follow-on Offering

Joint Global Coordinator and Joint Bookrunner

Energy & Natural Resources Sep 2022
Trevi CMO

$ 58,079,577

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Sep 2022
Xcentric_Quickparts M&A

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Sep 2022
CodeRed_Warrent MA

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Sep 2022
First Watch Follow-on

$ 69,750,000

Follow-on Offering

Joint Bookrunner

Food & Beverage Sep 2022
CatchMark Timberg_PotlatchDeltic MA

$ 918,800,000

Mergers & Acquisitions

Advisor to Seller

Real Estate, Paper & Forest Products Sep 2022
Rhythm CMO

$ 124,800,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Sep 2022
LJP Waste Solutions

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Sep 2022
DISA_Audax MA

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Sep 2022
Beontag_Techinicote MA

Mergers & Acquisitions

Advisor to Buyer

Paper & Forest Products Sep 2022
Zephr_Zuora

Mergers & Acquisitions

Advisor to Seller

Software Sep 2022
Cryptosense MA

Mergers & Acquisitions

Advisor to Seller

Software Aug 2022
Makerbot_Stratasys_Ultimaker MA

Mergers & Acquisitions

Advisor to Stratasys

Electronics & Industrial Technology Aug 2022
Westrock Coffee_Riverview MA

$ 1,085,600,000

Business Combination

Lead Financial & Capital Markets Advisor

Food & Beverage Aug 2022
Aurora Solar_BT Imaging MA

C$ 13,800,000

Mergers & Acquisitions

Diversified Industries Aug 2022
Nogin_Software Acquisition Group MA

$ 658,000,000

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Aug 2022
Medpharmex_Dechra MA

$ 260,000,000

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Aug 2022
Aurora Capital

Mergers & Acquisitions

Advisor to Buyer

Industrial & Environmental Services Aug 2022
AerSale Follow-on

$ 84,309,375

Follow-on Offering

Joint Bookrunner

Aerospace, Defense & Government Services Aug 2022
Fulcrum Therapeutics CMO

$ 84,249,986

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Aug 2022
Orthopediatrics CMO

$ 143,893,750

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Aug 2022
Karuna Follow-on

$ 862,500,000

Follow-on Offering

Lead Manager

Biopharma Aug 2022
Insigneo_Citi MA

Mergers & Acquisitions

Advisor to Buyer

Financial Institutions & Financial Technology Aug 2022
PLH_Primoris MA

$ 470,000,000

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Aug 2022
ZeroFox_LF MA

$ 1,308,000,000

Mergers & Acquisitions

Advisor to Seller

Software Aug 2022
Zerofox_IDX MA

$ 338,750,000

Mergers & Acquisitions

Advisor to Buyer

Software Aug 2022
Netstreit Follow-on

$ 181,800,000

Follow-on Offering

Joint Bookrunner

Real Estate Aug 2022
Celsius Pepsico MA

$ 550,000,000

Has Received a Minority Investment from

Advisor to Seller

Consumer Products Aug 2022
Attenti_AlliedUniversal MA

Mergers & Acquisitions

Advisor to Seller

Business Services Aug 2022
SES Imagotag Block Trade

€ 96,000,000

Block Trade

Joint Bookrunner

Technology Jul 2022
Prisma CenterGate MA

Mergers & Accquisitions

Advisor to Seller

Internet & Digital Media Jul 2022
Energy IPO

€ 30,000,000

Initial Public Offering

Joint Global Coordinator and Euronext Growth Advisor

Energy & Natural Resources Jul 2022
Tidewater Restructuring

C$ 145,000,000

Refinancing

Financial Advisor to the Special Committee to the Board of Directors

Jul 2022
Invacare SSTL

$ 104,500,000

Senior Secured Term Loan

Sole Placement Agent

Medtech Jul 2022
Invacare CN

$ 55,300,000

Exchange of Convertible Notes

Sole Bookrunner

Medtech Jul 2022
Natus_ArchiMed MA

$ 1,200,000,000

Mergers & Acquisitions

Advisor to Seller

Medtech Jul 2022
Foss_Mohawk MA

Mergers & Acquisitions

Advisor to Seller

Building Products Jul 2022
HIG_Terra MA

Mergers & Acquisitions

Advisor to Buyer

Engineering & Construction, and Infrastructure Jun 2022
Airties_Providence MA

Mergers & Acquisitions

Advisor to Seller

Software Jun 2022
Xenon CMO

$ 250,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

HealthTech Jun 2022
Newcore Gold Follow-on

C$ 5,010,000

Follow-on Offering

Left Bookrunner

Metals & Mining Jun 2022
Flipp_reebee M&A

Mergers & Acquisitions

Advisor to Buyer

Tech-Enabled Services Jun 2022
Flipp SSCF

Senior Secured Credit Facility

Sole Placement Agent

Tech-Enabled Services Jun 2022
Neogames_Aspire MA

$ 480,000,000

Tender Offer

Exclusive Financial Advisor

Gaming & Leisure Jun 2022
Else Follow-on CMO

C$ 7,287,000

Follow-on Offering

Sole Bookrunner

Consumer & Retail Jun 2022
GoProto_Core M&A

Mergers & Acquisitions

Advisor to Seller

Software Jun 2022
Montage Gold Follow-on

C$ 20,000,000

Follow-on Offering

Left Bookrunner

Metals & Mining Jun 2022
Roadtex_Echo M&A

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Jun 2022
NG Energy Convertible Notes

C$ 17,047,000

Convertible Notes

Co-Manager

May 2022
Well Health Follow-on

C$ 34,511,565

Follow-on Offering

Joint Bookrunner

HealthTech May 2022
Redex Pharma Follow-on

£ 34,261,864

Follow-on Offering

Joint Bookrunner

Biopharma May 2022
Poda_Altria_MA

$ 100,500,000

Asset Sale

Fairness Opinion

Cannabis May 2022
PepGen

$ 108,000,000

Initial Public Offering

Joint Bookrunner

Biopharma May 2022
Integra_Anthem M&A

Mergers & Acquisitions

Advisor to Seller

Healthcare Services May 2022
Freshpet Follow-on

$ 350,000,000

Follow-on Offering

Joint Bookrunner

Consumer Products May 2022
Nova Quest Fund Placement

$ 500,000,000

Tech-Enabled Pharma Services

NovaQuest Equity Fund II

Private Fund Placement, First Time Funds May 2022
HilleVax IPO

$ 200,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Apr 2022
Supermarket Income REIT Follow-on

£ 300,000,000

Follow-on Offering

Sole Sponsor, Financial Adviser, Global Coordinator, Bookrunner

Real Estate Apr 2022
Oldcastle Senior Notes

$ 585,000,000

Senior Notes

Joint Bookrunner

Building Products Apr 2022
Old Castle SSCF

$ 2,025,000,000

Senior Secured Credit Facilities

Joint Lead Arranger

Building Products Apr 2022
Nkarta CMO

$ 230,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Apr 2022
re2_Sarcos M&A

$ 100,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Apr 2022
Hillman Follow-on 04/22

$ 149,500,000

Follow-on Offering

Joint Bookrunner

Specialty Distribution, Building Products Apr 2022
SoundUnited_Masimo M&A

$ 1,025,000,000

Mergers & Acquisitions

Advisor to Seller

Consumer Products Apr 2022
Hyloris Follow-on

€ 15,000,000

Follow-on Offering

Joint Global Coordinator and Joint Bookrunner

Healthcare Apr 2022
Renalytix

$ 30,000,000

Convertible Bond and Equity Placing

Sole Financial Advisor and Sole Placement Agent

Medtech Mar 2022
Resonant_MuRata M&A

$ 315,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Mar 2022
IGM Follow-on 03/22

$ 230,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2022
Geron CMO 03/22

$ 75,000,000

Confidentially Marketed Follow-on Offering

Left Bookrunner

Biopharma Mar 2022
Valens Follow-on March

C$ 32,343,743

Follow-on Offering

Joint Bookrunner

Consumer & Retail Mar 2022
Tailwind_Terran M&A

$ 1,577,000,000

Mergers & Acquisitions

Capital Markets Advisor

Aerospace, Defense & Government Services Mar 2022
TriMech_Sentinel M&A

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Mar 2022
Rubellite Follow-on

C$ 25,311,500

Follow-on Offering

Co-Manager

Mar 2022
Kensington IPO

$ 230,000,000

Initial Public Offering

Joint Bookrunner

Capital Goods Mar 2022
Garden State Bulb_Staple Street M&A

Mergers & Acquisitions

Advisor to Seller

Consumer Products Mar 2022
Dario Health Registered Direct

$ 40,000,000

Registered Direct

Financial Advisor

HealthTech Mar 2022
Nexsight_IDEX M&A

$ 120,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Feb 2022
Cloyes_MidOcean M&A

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Feb 2022
Radware_SecurityDam M&A

$ 42,500,000

Mergers & Acquisitions

Advisor to Buyer

Software Feb 2022
Athenahealth Senior Notes

$ 2,350,000,000

Senior Notes

Joint Bookrunner

HealthTech Feb 2022
Wellbeats_LifeSpeak M&A

$ 92,500,000

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Feb 2022
Energy Vault_Novas Capital M&A

$ 1,440,000,000

SPAC Merger

Financial Advisor

Capital Goods Feb 2022
Tristar_Spectrum M&A

$ 325,000,000

Mergers & Acquisitions

Advisor to Seller

Consumer Products Feb 2022
Caribbean Financial Group Holdings

Debt Private Placement

Placement Agent

Financial Institutions & Financial Technology Feb 2022
Pinja_Norvestor M&A

Mergers & Acquisitions

Advisor to Seller

Technology Feb 2022
Thayer_Inspirato M&A

$ 1,052,000,000

Mergers & Acquisitions

Capital Markets Advisor

Internet & Digital Media Feb 2022
Silver Spike IPO

$ 85,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Feb 2022
Global Clean Energy Strategic Investment

$ 165,000,000

Strategic Investment led by ExxonMobil

Financial Advisor

Energy & Natural Resources Feb 2022
McAfee Senior Notes

$ 2,000,000,000

Senior Notes

Joint Bookrunner

Software Feb 2022
Tamarack Valley Follow-on 02/22

C$ 200,000,000

Senior Notes

Co-Manager

Feb 2022
Unbound Group

£ 30,000,000

Transfer of Listing to AIM

Financial Advisor, Sponsor & Nomad

Consumer Feb 2022
Zymeworks CMO

$ 100,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Jan 2022
Credo Tech IPO

$ 200,000,000

Initial Public Offering

Joint Bookrunner

Electronics & Industrial Technology Jan 2022
Chefeng Gold_Golden Star M&A

$ 470,000,000

Mergers & Acquisitions

Advisor to Chifeng

Metals & Mining Jan 2022
Adventus Follow-on

C$ 33,532,415

Follow-on Offering

Co-Manager

Metals & Mining Jan 2022
Marlowe Follow-on

£ 130,000,000

Follow-on Offering

Joint Bookrunner

Diversified Industries Jan 2022
Tiendamia M&A

Has Received a Minority Investment

Exclusive Financial Advisor

Transportation & Logistics Jan 2022
Spirit Realty

$ 390,320,000

Follow-on Offering

Joint Bookrunner

Real Estate Jan 2022
Nomad Follow-on

C$ 42,542,500

Follow-on Offering

Co-Manager

Metals & Mining Jan 2022
Tribe Private Placement

C$ 21,000,000

Private Placement

Sole Bookrunner

Technology Jan 2022
Tribe_Round13 M&A

Has Received a Minority Investment

Financial Advisor

Technology Jan 2022
Netstreit Follow-on

$ 200,300,000

Follow-on Offering

Joint Bookrunner

Real Estate Jan 2022
Fiore Gold Fairness Opinion

C$ 195,000,000

Fairness Opinion

Advisor to the Special Committee of the Board of Fiore Gold

Metals & Mining Jan 2022
Vigil IPO

$ 98,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Jan 2022
PreBrands_Champlain M&A

Mergers & Acquisitions

Advisor to Seller

Food & Beverage Dec 2021
Fathom_Altimar M&A

$ 1,500,000,000

Mergers & Acquisitions

Joint Financial Advisor

Electronics & Industrial Technology Dec 2021
Altimar II PIPE

$ 70,000,000

PIPE

Joint Placement Agent

Electronics & Industrial Technology Dec 2021
ReadyWise_Goode M&A

Mergers & Acquisitions

Advisor to Seller

Food & Beverage Dec 2021
Kape_ExpressVPN

$ 936,000,000

Mergers & Acquisitions

Advisor to Kape

Software Dec 2021
Specialty Products_Incline M&A

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution Dec 2021
Spree SPAC IPO

$ 200,000,000

SPAC IPO

Sole Bookrunner

Automotive Aftermarket Dec 2021
Midwest_SWAT M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Dec 2021
AIT_Select M&A

Mergers & Acquisitions

Advisor to Buyer

Transportation & Logistics Dec 2021
Acme Cryogenics_Dover M&A

$ 295,000,000

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Dec 2021
Perion Follow-on

$ 180,000,000

Follow-on Offering

Joint Bookrunner

Internet & Digital Media Dec 2021
Bonlook_FYIDoctors M&A

Mergers & Acquisitions

Advisor to Seller

Consumer & Retail Dec 2021
Mississippi_Retina M&A

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Dec 2021
Stericycle_GFL M&A

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Dec 2021
Midwest Motor_KnightSwift MA

$ 150,000,000

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Dec 2021
Solid Power_DCRC M&A

$ 1,239,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Dec 2021
MEI Pharma Follow-on

$ 52,325,000

Follow-on Offering

Joint Bookrunner

Biopharma Dec 2021
PerTronix_Charger MA

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Dec 2021
Seeing Machine Follow-on

$ 41,000,000

Bookrunner, Global Coordinator and Nomad

Technology Nov 2021
EC Waste_3i

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Nov 2021
PrairieSky Follow-on 11/21

C$ 230,071,000

Follow-on Offering

Co-Manager

Nov 2021
Wellhealth

C$ 65,000,000

Convertible Notes

Co-Lead Manager

HealthTech Nov 2021
ALSP Orchid SPAC IPO

$ 172,500,000

SPAC IPO

Left Bookrunner

Biopharma Nov 2021
Wildpack Convertible Debentures

C$ 20,000,000

Convertible Debentures

Sole Bookrunner

Diversified Industries Nov 2021
Wildpack Follow-on

C$ 22,000,000

Follow-on Offering

Sole Bookrunner

Diversified Industries Nov 2021
Wildpack_KT M&A

$ 37,260,000

Mergers & Acquisitions

Advisor to Buyer

Diversified Industries Nov 2021
Custom Truck Follow-on

$ 105,000,000

Follow-on Offering

Joint Bookrunner

Engineering & Construction, and Infrastructure Nov 2021
Postal Realty Trust Follow-on

$ 72,250,000

Follow-on Offering

Joint Bookrunner

Real Estate Nov 2021
ViewRay CMO

$ 80,500,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Nov 2021
ConciergeAuction_Sothebys_M&A

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Nov 2021
Prilenia Private Placement

$ 43,000,000

Private Placement

Lead Placement Agent

Biopharma Nov 2021
908 Devices Follow-on

$ 100,800,000

Follow-on Offering

Joint Bookrunner

Tools & Diagnostics Nov 2021
First Advantage Follow-on

$ 300,000,000

Follow-on Offering

Joint Bookrunner

Tech-Enabled Services Nov 2021
Critical Elements Follow-on

C$ 26,101,250

Follow-on Offering

Joint Bookrunner

Metals & Mining Nov 2021
ExOne_Desktop M&A

$ 575,000,000

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Nov 2021
Codere_DD3 MA

$ 350,000,000

Mergers & Acquisitions

Exclusive Financial Advisor & Capital Markets Advisor

Gaming & Leisure Nov 2021
SiTime Follow-on

$ 450,000,000

Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Nov 2021
Hive Private Placement

C$ 100,020,000

Private Placement

Sole Bookrunner

Technology Nov 2021
Motion_Docgo M&A

$ 158,000,000

Mergers & Acquisitions

Capital Markets Advisor

HealthTech Nov 2021
BioCare_Vistria M&A

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Nov 2021
Revalize_Tenado M&A

Mergers & Acquisitions

Advisor to Buyer

Technology Nov 2021
Obsidian Follow-on

C$ 25,875,000

Follow-on Offering

Joint Bookrunner

Nov 2021
Spindletop IPO

$ 230,000,000

Initial Public Offering

Joint Bookrunner

Healthcare Services Nov 2021
Mellennium_Brady IFS M&A

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution Nov 2021
Penn Jersey_Envoy M&A

Mergers & Acquisitions

Advisor to Seller

Specialty Distribution Nov 2021
Matrixx M&A

$ 50,000,000

Mergers & Acquisitions

Advisor to Matrixx

Software Oct 2021
Sonendo IPO

$ 93,600,000

Initial Public Offering

Joint Bookrunner

Medtech Oct 2021
Hire Right IPO

$ 422,000,000

Initial Public Offering

Joint Bookrunner

Tech-Enabled Services Oct 2021
esight_MRI M&A

Mergers & Acquisitions

Advisor to Seller

Technology Oct 2021
Clarus Follow-on

$ 74,250,000

Follow-on Offering

Joint Bookrunner

Consumer Products Oct 2021
Iveric Bio CMO

$ 150,750,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Oct 2021
Arizona Follow-on

C$ 49,831,250

Follow-on Offering

Left Bookrunner

Metals & Mining Oct 2021
BlueLinx Holdings Senior Secured Notes

$ 300,000,000

Senior Secured Notes

Joint Bookrunner

Building Products, Specialty Distribution Oct 2021
Supermarket Income REIT Follow-on

£ 200,000,000

Follow-on Offering

Sole Bookrunner and Financial Adviser

Real Estate Oct 2021
Marlowe Follow-on Offering

£ 50,000,000

Follow-on Offering

Joint Bookrunner

Diversified Industries Oct 2021
Ventripoint Follow-on

C$ 7,004,400

Follow-on Offering

Joint Bookrunner

Healthcare & Special Situations Oct 2021
EPR Properties Senior Notes

$ 400,000,000

Senior Notes

Joint Bookrunner

Real Estate Oct 2021
Choptank_Hub M&A

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics Oct 2021
Apollo CMO

$ 74,865,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Oct 2021
Else Follow-on Offering

C$ 17,307,500

Follow-on Offering

Joint Bookrunner

Consumer & Retail Oct 2021
Crystal Peak Private Placement

C$ 5,949,680

Private Placement

Co-Lead Agent

Metals & Mining Oct 2021
Schultze SPAC IPO

$ 165,000,000

SPAC Initial Public Offering

Left Bookrunner

Consumer Products Oct 2021
Newhold Investment IPO

$ 175,000,000

Initial Public Offering

Sole Bookrunner

Electronics & Industrial Technology Oct 2021
ACON S2

$ 250,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Oct 2021
Xenon Follow-on Offering

$ 345,000,000

Follow-on Offering

Joint Bookrunner

Medtech Oct 2021
Topaz Follow-on 10/21

C$ 173,052,000

Follow-on Offering

Co-Manager

Oct 2021
Zomedica_PulseVet M&A

$ 70,900,000

Mergers & Acquisitions

Advisor to Buyer

Medtech Oct 2021
First Watch IPO

$ 195,801,300

Initial Public Offering

Joint Bookrunner

Consumer Products Oct 2021
Ekkio_LIM M&A

Mergers & Acquisitions

Advisor to Seller

Medtech Oct 2021
Sabra Healthcare REIT Senior Notes

$ 800,000,000

Senior Notes

Joint Bookrunner

Real Estate Sep 2021
MPT Senior Notes

€ 500,000,000

Senior Notes

Joint Bookrunner

Real Estate Sep 2021
SAM_Peak Rock M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Sep 2021
Montrose Follow-on

$ 155,000,000

Follow-on Offering

Joint Bookrunner

Engineering & Construction, and Infrastructure Sep 2021
Sterling Check IPO

$ 328,600,000

Initial Public Offering

Joint Bookrunner

Tech-Enabled Services Sep 2021
Shapeways_Galileo M&A

$ 410,000,000

SPAC M&A

Advisor to Seller

Electronics & Industrial Technology Sep 2021
Green for Life (GFL) Senior Notes

$ 250,000,000

Senior Notes

Joint Bookrunner

Industrial & Environmental Services Sep 2021
Greenbrook Follow-on

$ 13,200,000

Follow-on Offering

Joint Bookrunner

Healthcare Services Sep 2021
Kape

$ 354,000,000

Follow-on Offering

Joint Bookrunner

Technology Sep 2021
Audax M&A

Mergers & Acquisitions

Advisor to Buyer

Medtech Sep 2021
Pandologic M&A

$ 150,000,000

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media, Software Sep 2021
Opensignal_Comlink Data M&A

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Sep 2021
Maravai Follow-on

$ 1,000,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Sep 2021
Target Follow-on

£ 125,000,000

Follow-on Offering

Joint Bookrunner and Financial Adviser

Real Estate Sep 2021
Powergrid M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Sep 2021
Somalogic_CM Life SPAC Merger

$ 651,000,000

SPAC Merger

Capital Markets Advisor

Tools & Diagnostics Sep 2021
Topaz Follow-on

C$ 108,150,000

Follow-on Offering

Co-Manager

Aug 2021
Vector Acquisition_Rocket Lab SPAC Merger

$ 4,100,000,000

Has Merged with

Capital Markets Advisor

Aerospace, Defense & Government Services Aug 2021
Priority Power Preferred Stock

$ 250,000,000

Convertible Preferred Stock

Sole Placement Agent Financial Advisor

Aug 2021
Covercraft_Audax

Mergers & Acquisitions

Advisor to Seller

Automotive Aftermarket Aug 2021
Aberdeen Standard

$ 505,000,000

Bonaccord Capital Partners I

Minority Interest in Mid-Sized Managers

Private Capital Advisory Aug 2021
Atlas Antibodies – Afinum – SHS M&A

Mergers & Acquisitions

Advisor to Buyer

Biopharma Aug 2021
FSI Global – MRI Software M&A

Mergers & Acquisitions

Advisor to Seller

Software Aug 2021
Surrozen

$ 212,000,000

SPAC Merger & PIPE

Capital Markets Advisor

Biopharma Aug 2021
Adagio

$ 355,810,000

Initial Public Offering

Joint Bookrunner

Biopharma Aug 2021
Odyssey – Painters M&A

Mergers & Acquisitions

Advisor to Buyer

Specialty Distribution Aug 2021
Affiliati – Main St. M&A

Minority Capitalization

Financial Advisor

Internet & Digital Media Aug 2021
Statewide – AWP M&A

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Aug 2021
Centerfield Senior Secured Notes

$ 785,000,000

Senior Secured Notes

Joint Bookrunner

Tech-Enabled Services Jul 2021
Rani Therapeutics IPO

$ 84,333,337

Initial Public Offering

Joint Bookrunner

Biopharma Jul 2021
Traeger IPO

$ 424,000,000

Initial Public Offering

Joint Bookrunner

Consumer Products Jul 2021
Gambling.com IPO

$ 42,000,000

Initial Public Offering

Joint Bookrunner

Gaming & Leisure Jul 2021
Absci IPO

$ 230,000,000

Initial Public Offering

Joint Bookrunner

Tools & Diagnostics Jul 2021
BioAgri – DWHP M&A

Mergers & Acquisitions

Advisor to Seller

Biopharma Jul 2021
Gen inCode IPO

£ 17,000,000

Initial Public Offering

Sole Global Coordinator, Joint Bookrunner & Nomad

HealthTech Jul 2021
First Student Senior Secured Notes

$ 800,000,000

Senior Secured Notes

Joint Bookrunner

Transportation & Logistics Jul 2021
Carolina – Westfall M&A

Mergers & Acquisitions

Advisor to Seller

Paper & Forest Products Jul 2021
Imago Biosciences IPO

$ 174,560,000

Initial Public Offering

Joint Bookrunner

Biopharma Jul 2021
Midwest Prototyping – Prototek M&A

Mergers & Acquisitions

Advisor to Seller

Electronics & Industrial Technology Jul 2021
Markforged_One M&A

$ 1,664,000,000

Mergers & Acquisitions

Financial Advisor and Capital Markets Advisor

Electronics & Industrial Technology Jul 2021
Hillman_Landcadia Holdings M&A

$ 2,642,000,000

Mergers & Acquisitions

Capital Markets Advisor

Specialty Distribution Jul 2021
Rapidmicro IPO

$ 180,132,080

Initial Public Offering

Joint Bookrunner

Tools & Diagnostics Jul 2021
LeMaitre CMO

$ 62,675,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Jul 2021
Iveric Bio CMO

$ 100,190,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Jul 2021
Cerevel Follow-on

$ 350,000,000

Follow-on Offering

Joint Bookrunner

Biopharma Jul 2021
EverCommerce IPO

$ 325,000,000

Initial Public Offering

Joint Bookrunner

Software Jul 2021
Nyxoah IPO

$ 97,807,500

Initial Public Offering (U.S. Nasdaq)

Joint Bookrunner

Medtech Jul 2021
Vetio Animal – Swedencare M&A

$ 181,500,000

Mergers & Acquisitions

Advisor to Seller

Biopharma Jul 2021
Acumen IPO

$ 160,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Jun 2021
Clear Secure IPO

$ 409,200,000

Initial Public Offering

Joint Bookrunner

Internet & Digital Media Jun 2021
Gladstone Preferred Stock

$ 100,000,000

Preferred Stock

Left Bookrunner

Real Estate Jun 2021
888 Holdings/ABG M&A

Mergers & Acquisitions

Advisor to 888 Holdings

Gaming & Leisure Jun 2021
GH Research IPO

$ 160,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Jun 2021
OneSpaWorld Follow-on

$ 80,000,000

Follow-on Offering

Left Bookrunner

Entertainment Jun 2021
Coliseum IPO

$ 150,000,000

Initial Public Offering

Sole Bookrunner

Entertainment Jun 2021
Tremor IPO

$ 128,600,000

Initial Public Offfering

Joint Global Coordinator and Joint Bookrunner

Internet & Digital Media Jun 2021
Everi Senior Notes

$ 400,000,000

Senior Notes

Joint Bookrunner

Gaming & Leisure Jun 2021
Livevox/Crescent M&A

$ 864,000,000

Mergers & Acquisitions

Advisor to Seller

Software Jun 2021
FTAC_Payoneer M&A

$ 3,300,000,000

Mergers & Acquisitions

Capital Markets Advisor

Financial Institutions & Financial Technology Jun 2021
Assura Senior Notes

£ 300,000,000

Senior Sustainable Notes

Joint Bookrunner

Real Estate Jun 2021
SilverSpike/wmh

$ 1,310,000,000

Mergers & Acquisitions

Financial Advisor

Internet & Digital Media Jun 2021
PLBY Group Follow-on

$ 249,700,000

Follow-on

Joint Bookrunner

Consumer Products Jun 2021
Materialise NV

$ 96,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Jun 2021
Hut 8

C$ 100,000,000

Follow-on Offering

Co-Lead Manager

Metals & Mining Jun 2021
Wildpack

C$ 20,000,000

Follow-on Offering

Sole Bookrunner

Metals & Mining Jun 2021
SKWeston/Davies

Mergers & Acquisitions

Advisor to Seller

Software Jun 2021
Cohu/Mycronic M&A

$ 125,000,000

Mergers & Acquisition

Advisor to Seller

Electronics & Industrial Technology Jun 2021
Monarch Mining Corporation

C$ 6,000,000

Private Placement

Joint Bookrunner

Metals & Mining Jun 2021
Alpine Follow-on

$ 49,840,000

Follow-on Offering

Joint Bookrunner

Real Estate Jun 2021
RCSA M&A

Mergers & Acquisitions

Advisor to Seller

Healthcare Services Jun 2021
Doman/Hixon

$ 375,000,000

Mergers & Acquisitions

Advisor to Buyer

Building Products Jun 2021
Valens Follow-on

C$ 46,004,990

Follow-on Offering

Sole Bookrunner

Consumer Products May 2021
BlueGreen M&A

$ 723,000,000

Mergers & Acquisitions

Advisor to BVH

Consumer & Retail May 2021
CyrusOne Senior Notes

€ 500,000,000

Senior Notes

Joint Bookrunner

Tech-Enabled Services May 2021
CloudPassage

Mergers & Acquisitions

Advisor to Seller

Technology May 2021
The Collected Group 05-2020

Chapter 11 Restructuring

Advisor to The Collected Group

Consumer Products May 2021
Diversified Energy Follow-on

$ 225,000,000

Follow-on Offering

Joint Global Coordinator

Energy & Natural Resources May 2021
Tricon Residential – Follow-on

C$ 175,000,000

Follow-on Offering

Joint Bookrunner

Real Estate May 2021
Topaz Energy Follow-on

C$ 201,254,750

Follow-on Offering

Co-Manager

May 2021
Transaction Data_BlackRock – M&A

Mergers & Acquisitions

Advisor to Seller

HealthTech May 2021
Millennial_Waterton – M&A

C$ 27,100,000

Mergers & Acquisitions

Advisor to Buyer

Metals & Mining May 2021
Cohu_Mycronic – M&A

Divestiture of Assets

Financial Advisor

Electronics & Industrial Technology May 2021
Transport_Gemspring M&A

Mergers & Acquisitions

Advisor to Seller

Transportation & Logistics May 2021
CanWel Senior Notes 04-2021

C$ 325,000,000

Senior Notes

Sole Bookrunner

Building Products Apr 2021
EnerPlus/Hess 04-2021

$ 312,000,000

Mergers & Acquisitions

Advisor to Buyer

Energy & Natural Resources Apr 2021
Precise Automation 04-2021

Mergers & Acquisitions

Advisor to Seller

Industrial Technology Apr 2021
TraceOne 04-2021

Mergers & Acquisitions

Advisor to Seller

Software Apr 2021
Performance Designed Products 04-2021

Mergers & Acquisitions

Advisor to Seller

Retail Apr 2021
NASS 04-2021

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Apr 2021
EPS 04-2021

Mergers & Acquisitions

Advisor to Seller

Engineering & Construction, and Infrastructure Apr 2021
Evolus 04-2021

$ 98,325,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Apr 2021
Empirix 04-2021

Mergers & Acquisitions

Advisor to Seller

Software Apr 2021
CanWel Building 04-2021

C$ 75,000,000

Follow-on Offering

Joint Bookrunner

Building Products Apr 2021
Studio Retail Group 04-2021

£ 30,000,000

Mergers & Acquisitions

Advisor to Seller

Retail Apr 2021
SeaSpine Holdings 04-2021

$ 100,912,500

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Medtech Apr 2021
Karat Packaging 04-2021

$ 72,680,000

Initial Public Offering

Left Bookrunner

Packaging, Specialty Distribution Apr 2021
The Hillman Companies 04-2021

Mergers & Acquisitions

Advisor to Seller

Building Products Apr 2021
Essential Properties 04-2021

Follow-on Offering

Joint Bookrunner

Real Estate Apr 2021
Karuna Therapeutics Follow-on Offering

$ 287,500,000

Follow-on Offering

Joint Bookrunner

Biopharma Apr 2021
Netstreit Corp. 04-2021

$ 177,023,991

Follow-on Offering

Joint Bookrunner

Real Estate Apr 2021
Maravai Life Sciences 04-2021

$ 646,875,000

Follow-on Offering

Joint Bookrunner

Tools & Diagnostics Apr 2021
Ionis Pharmaceuticals 04-2021

$ 550,000,000

Convertible Senior Notes

Joint Bookrunner

Biopharma Apr 2021
Peak-Ryzex/Sole Source Capital 04-2021

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Apr 2021
Zoo Digital 03-2021

£ 7,454,727

Follow-on Offering

NOMAD and Sole Bookrunner

Software Mar 2021
ProQR Therapeutics 03-2021

$ 103,500,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Mar 2021
Cti Biopharma 03-2021

$ 50,652,000

Confidentially Marketed Follow-on Offering

Left Bookrunner

Biopharma Mar 2021
enerplus – Bruin M&A

$ 465,000,000

Mergers & Acquisitions

Advisor to Buyer

Mar 2021
Pole Star/Wavecrest 03-2021

Mergers & Acquisitions

Advisor to Seller

Software Mar 2021
Global Partners 03-24-2021

$ 75,000,000

Preferred Stock

Left Bookrunner

Energy & Natural Resources Mar 2021
Nesco Holdings 03-2021

$ 920,000,000

Senior Secured Notes

Joint Bookrunner

Engineering & Construction, and Infrastructure Mar 2021
Prometheus Biosciences 03-2021

$ 218,500,000

Initial Public Offering

Joint Bookrunner

Biopharma Mar 2021
iZotope/Francisco Partners 03-2021

Mergers & Acquisitions

Advisor to Seller

Software Mar 2021
Omega Healthcare Investors 03-2021

$ 700,000,000

Senior Notes

Joint Bookrunner

Real Estate, Gaming & Leisure Mar 2021
Nurix Follow-on Offering

$ 160,425,000

Follow-on Offering

Joint Bookrunner

Biopharma Mar 2021
Cutera – Convertible Notes

$ 138,250,000

Convertible Notes

Sole Bookrunner

Medtech Mar 2021
Squadron – Alphatec M&A

$ 90,000,000

Has Invested in

Advisor to Squadron

Medtech Mar 2021
Sientra – Confidentially Marketed Follow-on Offering

$ 42,000,000

Confidentially Marketed Follow-on Offering

Sole Bookrunner

Medtech Feb 2021
Bolt Biotherapeutics 02-2021

$ 230,000,000

Initial Public Offering

Joint Bookrunner

Biopharma Feb 2021
Verint_Cognyte Spinoff

Spin-off to

Co-Advisor to Verint

Software Feb 2021
Gemini – SPAC Merger & PIPE

SPAC Merger & PIPE

Capital Markets Advisor

Biopharma Feb 2021
Noble Rock Acquisition 02-2021

$ 210,000,000

Initial Public Offering

Left Bookrunner

Software Feb 2021
Corsair Gaming 01-2021

$ 262,500,000

Follow-on Offering

Joint Bookrunner

Gaming & Leisure Jan 2021
Patria IPO

$ 512,000,000

Initial Public Offering

Co-Manager

Financial Institutions & Financial Technology Jan 2021
Lithium Americas CMO

$ 400,000,000

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Metals & Mining Jan 2021
Haymaker/Arko 12-2020

$ 2,000,000,000

Mergers & Acquisitions

Financial Advisor

Consumer Products Dec 2020
The Wheel Group 12-2020

Mergers & Acquisitions

Financial Advisor

Automotive Aftermarket Dec 2020
Velocity Technology Solutions 12-2020

Mergers & Acquisitions

Advisor to Seller

Tech-Enabled Services Dec 2020
RMG Acquisition Corp/Romeo Power 12-2020

$ 993,000,000

Mergers & Acquisitions

Financial Advisor

Capital Goods Dec 2020
Hennessy Acquisition Corp/Canoo 12-2020

$ 1,841,000,000

Mergers & Acquisitions

Financial Advisor

Electronics & Industrial Technology Dec 2020
Talos 12-2020

$ 500,000,000

Senior Notes

Senior Co-Manager

Energy & Natural Resources Dec 2020
OmniCron_Caesarstone M&A

Mergers & Acquisitionsd

Advisor to Seller

Building Products Dec 2020
Southeastern Paper Group_Envoy MA

Mergers & Acquisitions

Advisor to Seller

Food & Beverage Dec 2020
Opensignal_Infobip M&A

$ 300,000,000

Mergers & Acquisitions

Advisor to Seller

Software Dec 2020
AbCellera Biologics 12-2020

$ 555,450,000

Initial Public Offering

Joint Bookrunner

Biopharma Dec 2020
Hydrofarm 12-2020

$ 199,300,000

Initial Public Offering

Joint Bookrunner

Cannabis Dec 2020
Energean Secondary Block Trade

£ 43,300,000

Secondary Block Trade

Joint Bookrunner

Energy & Natural Resources Dec 2020
Codexis 12-2020

$ 750,000,000

Follow-on Offering

Joint Bookrunner

Tools & Diagnostics Dec 2020
Kensington Capital Acquisition 11-2020

$ 3,321,000,000

Mergers & Acquisitions

Joint Financial Advisor

Automotive OEMs & Suppliers Nov 2020
NeoGames 11-2020

$ 93,987,050

Initial Public Offering

Left Bookrunner

Gaming & Leisure Nov 2020
Camtek Follow-on

$ 68,425,000

Follow-on Offering

Joint Bookrunner

Electronics & Industrial Technology Nov 2020
Gaming and Leisure Properties 11-2020

$ 333,500,000

Follow-on Offering

Joint Bookrunner

Gaming & Leisure Nov 2020
Maravai Life Science, Inc. 11-2020

$ 1,863,000,000

Initial Public Offering

Joint Bookrunner

Tools & Diagnostics Nov 2020
Topaz Energy Corp 10-2020

C$ 263,128,000

Initial Public Offering

Co-Manager

Energy & Natural Resources Oct 2020
North American Lifting Holdings (TNT) 10-2020

$ 933,000,000

Restructuring

Advisor to North American

Engineering & Construction, and Infrastructure Oct 2020
Curiosity Stream/Software Acquisition 10-2020

$ 321,100,000

Mergers & Acquisitions

Advisor to Seller

Internet & Digital Media Oct 2020
Omega Healthcare Investors 10-2020

$ 700,000,000

Senior Notes

Joint Bookrunner

Real Estate Oct 2020
Hycroft Mining Holding Corporation 10-2020

$ 86,250,000

Follow-on Offering

Joint Bookrunner

Metals & Mining Oct 2020
Ionis/Akcea 10-2020

$ 1,898,938,296

Mergers & Acquisitions

Joint Financial Advisor

Biopharma Oct 2020
Smith and Williamson 09-2020

£ 1,800,000,000

Mergers & Acquisitions

Financial Advisor

Financial Institutions Sep 2020
Stericycle_Consortium MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Aug 2020
PharmaCielo Follow-on

Follow-on Offering

Co-Lead Manager

Cannabis Jun 2020
Checkmarx/Hellman 04-2020

$ 1,150,000,000

Mergers & Acquisitions

Advisor to Seller

Software Apr 2020
Orthopediatrics_Apifix M&A

$ 39,054,798

Mergers & Acquisitions

Advisor to Buyer

Medtech Apr 2020
Amiad Open Offer & Subscription

£ 17,600,000

Open Offer & Subscription

Nomad & Broker

Energy & Natural Resources Apr 2020
Amiad Fairness Opinion 0422

Fairness Opinion

Nomad & Broker

Energy & Natural Resources Apr 2020
Compugen CMO

$ 79,347,051

Confidentially Marketed Follow-on Offering

Joint Bookrunner

Biopharma Mar 2020
Amerisur_Geopark MA

$ 315,000,000

Mergers & Acquisitions

Advisor to Seller

Energy & Natural Resources Jan 2020
Stericycle_Veolia MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Dec 2019
Stericycle_Red MA

Mergers & Acquisitions

Advisor to Seller

Industrial & Environmental Services Oct 2019
Moksha8

$ 125,000,000

Strategic Financing Agreement

Financial Advisor

Biopharma Feb 2019
Caribbean_Bay Boston MA

Mergers & Acquisitions

Advisor to CFG

Financial Institutions & Financial Technology Nov 2018
Lilly_Uniao Quimica MA

Mergers & Acquisitions

Advisor to Seller

Biopharma Sep 2018
Bank Hapoalim_Safra National MA

Mergers & Acquisitions

Advisor to Seller

Financial Institutions & Financial Technology May 2017
Ultrapetrol Restructuring

$ 492,000,000

Chapter 11 Restructuring

Advisor to Ultrapetrol

Maritime Services Mar 2017
Top Media_JCDecaux

Mergers & Acquisitions

Co-Advisor

Entertainment Dec 2016
Amerisur

$ 35,000,000

Follow-on Offering

Joint Bookrunner

Energy & Natural Resources Mar 2016
Currency volume represents full credit to each underwriter. All transaction announcements appear as a matter of record only. Stifel collectively refers to Stifel, Nicolaus & Company, Incorporated and other affiliated broker-dealer subsidiaries of Stifel Financial Corp.

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National and international recognition of Stifel’s successful approach.

No. 1

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No. 1

In Volume of Senior Managed Negotiated Municipal Bond Issues2

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Provider of Global Small-Cap Equity Research Coverage3

1 International Financing Review, 2023

2 Source: Thomson Reuters.

3 Source: Company data as of 12/31/24

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