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.
October 2026
About Apax Partners
Apax is a global private equity advisory firm investing in mid-market businesses across the Technology, Services, and Internet/Consumer sectors.
October 2026
About Park Cities Financial Group, Inc.
Park Cities Financial Group, Inc. is the bank holding company for Dallas Capital Bank, National Association, a Dallas-based commercial bank serving businesses, entrepreneurs, family offices and professionals across the Dallas-Fort Worth metroplex.
September 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.
September 2026
About RWA Wealth Partners
RWA Wealth Partners is an independent wealth management firm and one of the largest woman-led registered investment advisers in the nation.
September 2026
About BÉIS
Founded in 2018 by Shay Mitchell, BÉIS is a digitally native lifestyle and travel brand headquartered in Los Angeles, California.
September 2026
About Viking Therapeutics, Inc.
Viking Therapeutics, Inc. is a clinical-stage biotechnology company advancing a next-generation portfolio of therapies for obesity and metabolic disease.
September 2026
About Sangamo Therapeutics, Inc.
Sangamo Therapeutics, Inc. is a California-based genomic medicine company focused on developing transformative therapies for serious neurological and rare diseases.
September 2026
About WhiteHawk Minerals
WhiteHawk Minerals Corp. (NYSE: WHK) is a natural gas-focused mineral and royalty company positioned in the core of the Marcellus, Utica and Haynesville Shale.
September 2026
About Amerant Bancorp Inc.
Amerant Bancorp Inc. (the “Company”) is a bank holding company headquartered in Coral Gables, Florida since 1979.
September 2026
About Ontinue
Ontinue is a leading provider of AI-powered Managed Extended Detection & Response cybersecurity services, focused on the Microsoft ecosystem.
September 2026
About BauWatch
BauWatch was founded in the Netherlands in 2009 and has been part of the Franz Haniel & Cie. GmbH portfolio since 2021.
September 2026
About Millar
Millar is a leading developer and manufacturer of high-performance sensing technologies and custom sensor-integrated solutions for medical, industrial, and research applications.