Investment Banking
Forward thinking. Results driven.
No matter where your business stands in its life cycle, we’re here to help you take it to the next level. With deep industry expertise to back up our full-service investment banking capabilities, we’re driven by a commitment to senior banker focus and supported by hundreds of specialized experts within various growth-oriented industry practices.
Transaction history
April 2026
About Enlyte
Enlyte is a P&C industry leader providing claims technology innovations and connectivity solutions, specialty networks, case management, pharmacy benefit and disability management services.
April 2026
About Stride Consumer Partners
Stride is a private equity firm that specializes in partnering with talented and dynamic founders, entrepreneurs, and business leaders to build the next generation of great consumer brands.
April 2026
About South Plains Financial, Inc.
South Plains Financial, Inc. (NASDAQGS: SPFI) is a Texas-based, commercially focused financial holding company operating primarily in West Texas, Dallas–Fort Worth, and Houston through its wholly owned subsidiary, City Bank.
April 2026
About Heritage NOLA Bancorp, Inc.
Heritage NOLA Bancorp, Inc. is the holding company for Heritage Bank of St. Tammany, a federally chartered savings bank.
April 2026
About Intrepid Potash, Inc.
Intrepid Potash, Inc. (NYSE: IPI) is a diversified mineral company that delivers potassium, magnesium, sulfur, salt, and water products essential for customer success in agriculture, animal feed, and the oil and gas industry.
March 2026
About Fidelity BancShares (N.C), Inc.
Fidelity BancShares is the bank holding company of Fidelity Bank.
March 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.
March 2026
About American Wire Group
American Wire Group is a market-leading distributor of wire, cable and electrical hardware components in the U.S.
March 2026
About Main Street Capital Corporation
Main Street Capital Corporation is a principal investment firm that primarily provides customized long-term debt and equity capital solutions to lower middle market companies and debt capital to private companies owned by or in the process of being acquired by a private equity fund.
March 2026
About AddSecure
AddSecure is a leading European provider of secure IoT connectivity and end-to-end solutions that help organisations optimise operations, create business value, and protect vital societal functions.
March 2026
About 20 Majors, LLC
20 Majors’ business lines will continue to include golf-course design, golf and real estate community development, and the marketing and licensing of lifestyle products worldwide under the iconic Jack Nicklaus and Golden Bear brands.
March 2026
About Long Tail Health
Long Tail is a leading provider of AI-native software and services for utilization management, physician advisory, and denials and appeals workflows across hospitals, medical centers, and health systems.
March 2026
About Salt & Stone
Salt & Stone is an award-winning premium bodycare brand redefining daily self-care through high-performance formulas, sophisticated scents and elevated design.
March 2026
About LiveBarn
LiveBarn provides automated livestreaming and on-demand video and analytics for youth and amateur sports, enabling families, coaches and athletes to watch games and share moments from anywhere.
March 2026
About Karpel Solutions
Karpel is a leading provider of case management system (CMS) software for prosecutor and public defender offices nationwide.
March 2026
About Guardian Pharmacy
Guardian Pharmacy Services provides a suite of technology-enabled services tailored to serve the needs of residents of long-term health care facilities (LTCFs), primarily in its target markets of assisted living facilities, behavioral health facilities, and group homes.
March 2026
About Cheniere Energy, Inc.
Cheniere Energy, Inc. is a Houston-based energy infrastructure company primarily engaged in LNG-related businesses.
March 2026
About GlobalFoundries
GlobalFoundries is one of the world’s leading semiconductor manufacturers.
March 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.
March 2026
About LINC Systems
LINC Systems is a leading distributor of consumable industrial products, providing fastening, packaging, and supply solutions to the housing and construction, furniture, food and beverage, and general industrial endmarkets.
March 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.
March 2026
About Ingram Micro
Ingram Micro is a leading technology company for the global information technology ecosystem.
March 2026
About Crescent Energy
Crescent Energy is a Houston-based, differentiated energy company focused on delivering long-term value through a disciplined, returns-driven growth-by-acquisition strategy and a consistent return of capital framework.
March 2026
About Pillar Oil & Gas
Headquartered in Irving, Texas, Pillar Oil & Gas (“Pillar”) is an independent exploration and production company focused on operated, oil-weighted development in the Eagle Ford Shale.
March 2026
About Ritchey Metals
Ritchey Metals is the largest domestic producer of Galvalume alloy, supplying mission-critical inputs used in coating processes for steel mills across the United States.
March 2026
About Kreher Steel
Kreher Steel is a leading North American provider of specialty metal products and value-added processing services, supplying carbon and alloy steel bars, steel tubing, wire rods, and various metallic products.
March 2026
About Asian Financial Corporation
Asian Financial Corporation, through its subsidiary, Asian Bank, has served Philadelphia since 1999 with a mission to provide personalized, quality banking services to individuals, organizations and small businesses in its market.
March 2026
About Deed
Deed is a global workplace social impact platform connecting employees with over two million nonprofits for volunteering, giving and wellness initiatives.
March 2026
About Wincove Private Holdings
With offices in Boston and New York, Wincove invests in small and mid-size industrial and infrastructure products and services companies.
March 2026
About First Financial Corporation
First Financial Corporation (NASDAQ: THFF) is the holding company for First Financial Bank N.A. First Financial Bank N.A. is the fifth oldest national bank in the United States, operating 86 banking centers in Georgia, Illinois, Indiana, Kentucky and Tennessee.
March 2026
About Middlefield Banc Corp.
Middlefield Banc Corp., headquartered in Middlefield, Ohio, is the bank holding company of The Middlefield Banking Company, with total assets of $1.9 billion at December 31, 2025.
February 2026
About Softeon
Softeon is a cloud-native WMS provider focused on optimizing warehouse and fulfillment operations.
February 2026
About Whip Around
Whip Around is a leading provider of fleet and asset maintenance and compliance software.
February 2026
About Kratos Defense & Security Solutions, Inc.
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, hardware, products, system and software company addressing the defense, national security, and commercial markets.
February 2026
About Blackstone Secured Lending Fund
Blackstone Secured Lending Fund (NYSE: BXSL) is a specialty finance company that invests primarily in the debt of private U.S. companies.
February 2026
About Innovex International
Innovex International, Inc. (formed by the 2024 merger of Dril-Quip and Innovex Downhole Solutions) is a Houston-based provider of engineered products for the oil and gas industry.
February 2026
About Pacific West Bancorp
Pacific West Bancorp (OTCPK: PWBK), headquartered in West Linn, Oregon, is the parent company of Pacific West Bank. Pacific West Bancorp operates four locations across the greater Portland area, including two full-service branches and two production offices.
February 2026
About New Mountain Capital
New Mountain Capital is a New York based investment firm with $60 billion in assets under management, focused on business building and sustainable growth to generate long-term capital appreciation.
February 2026
About PennantPark Floating Rate Capital Ltd.
PennantPark Floating Rate Capital Ltd. is a business development company which primarily invests in U.S. middle-market private companies in the form of floating rate senior secured loans, including first lien secured debt, second lien secured debt and subordinated debt.
February 2026
About Sunoco LP
Headquartered in Dallas, Texas, Sunoco is a leading energy infrastructure and fuels distribution master limited partnership operating in over 40 U.S. states, Puerto Rico, Europe and Mexico.
February 2026
About EOG Resources, Inc.
Headquartered in Houston, Texas, EOG Resources, Inc. (NYSE: EOG) is one of the largest crude oil and natural gas exploration and production companies in the United States with assets in the U.S., Trinidad, UAE, and Bahrain.
February 2026
About Essential Properties Realty Trust, Inc.
Essential Properties Realty Trust, Inc. (NYSE: EPRT) is an internally managed REIT that acquires, owns and manages primarily single-tenant properties that are net leased on a long-term basis to companies operating service-oriented or experience-based businesses.
February 2026
About Republic Bank Finance
Founded in 1982 and based in St. Louis, Missouri, Republic Bank Finance (“RBF” or the “Company”) is a direct provider of equipment finance and leasing solutions for businesses nationwide.
February 2026
About Select Water Solutions
Select Water Solutions is a leading provider of water infrastructure, recycling, and chemical solutions to oil and natural gas operators across the United States.
February 2026
About Bob's Discount Furniture
Bob’s Discount Furniture is a leading value-focused furniture retailer, offering a broad assortment of furniture, mattresses, and home décor through a scaled store footprint and growing e-commerce platform.
February 2026
About UPOP Holdings
UPOP Holdings (“UPOP”) was formed in 2022 by a group of industry professionals to execute a buy-and-build strategy and create a fully integrated convenience store platform in the Mountain West.
February 2026
About Palmdale Oil Company
Palmdale is a leading statewide solutions provider of fuels, lubricants, chemicals, propane, and diesel exhaust fluid with delivery and management solutions.
February 2026
About ARKO Petroleum Corp
Headquartered in Richmond, Virginia, ARKO Petroleum Corp. (Nasdaq: APC) is one of the largest wholesale fuel distributors by gallons in North America, supplying motor fuel to more than 30 states across the Mid-Atlantic, Midwestern, Northeastern, Southeastern, and Southwestern United States.
February 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.
February 2026
About WP Global Partners
Founded in 2005, WP Global Partners is a Chicago, IL-based private markets manager providing investment advisory and portfolio solutions to institutional and other qualified clients.
February 2026
About nLIGHT, Inc.
nLIGHT, Inc. (NASDAQ: LASR) is a leading provider of high-power lasers for directed energy, optical sensing, and advanced manufacturing applications.
February 2026
About InvestEdge
InvestEdge is a financial technology and compliance software company specializing in advanced tools for trade supervision, account monitoring and wealth management operations.
February 2026
About Third Coast Bancshares, Inc.
Third Coast Bancshares, Inc. (NYSE & NYSE Texas: TCBX) is a commercially focused, Texas-based bank holding company operating primarily in the Greater Houston, Dallas-Fort Worth, and Austin-San Antonio markets through its wholly owned subsidiary, Third Coast Bank.
February 2026
About Barings Private Credit Corporation
Barings Private Credit Corporation is a non-exchange traded, privately offered perpetual-life BDC that is externally managed by Barings LLC.
February 2026
About Northfield Bancorp, Inc.
Northfield Bancorp, Inc. (NASDAQ: NFBK) is the holding company for Northfield Bank. Northfield Bank, founded in 1887, provides a full line of deposit and lending products and services to consumers and businesses through its 37 full-service banking offices.
February 2026
About Colorescience
Colorescience, headquartered in Carlsbad, CA, is a premium, science-driven skincare and sun protection brand specializing in mineral-based, clinically validated products with cosmetically elegant finishes.
January 2026
About York Space Systems
York Space Systems, Inc. (NYSE: YSS) is a leading, U.S.-based, space and defense prime providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers.
January 2026
About PennantPark Investment Corporation
PennantPark Investment Corporation is a business development company which principally invests in U.S. middle-market private companies in the form of first lien secured debt, second lien secured debt, subordinated debt and equity investments.
January 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.
January 2026
About FirstFleet
Founded in 1986 and headquartered in Murfreesboro, Tennessee, FirstFleet is a leading provider of dedicated contract carriage services across North America.
January 2026
About Axogen
Axogen (Nasdaq: AXGN) is focused on the science, development and commercialization of technologies for peripheral nerve repair.
January 2026
About Raptor Technologies
Raptor is a provider of integrated software solutions aimed at enhancing safety and operational efficiency in K-12 schools.
January 2026
About Saratoga Investment Corporation
Saratoga Investment is a specialty finance company that provides customized financing solutions to U.S. middle-market businesses.
January 2026
About Goldman Sachs BDC, Inc.
The Company was formed by The Goldman Sachs Group, Inc. (“Goldman Sachs”) to invest primarily in middle-market companies in the United States, and is externally managed by Goldman Sachs Asset Management, L.P., an SEC-registered investment adviser and a wholly-owned subsidiary of Goldman Sachs.
January 2026
About CPS Performance Materials
CPS Performance Materials is a diversified specialty chemicals manufacturer comprised of two business units: FAR Chemical and GEO Specialty Chemicals.
January 2026
About Archrock, Inc.
Archrock, Inc. is a leading U.S. energy infrastructure company specializing in midstream natural gas compression services, providing equipment, operations, and maintenance for oil and gas producers, plus aftermarket parts and services, all with a strong focus on safety, uptime, and helping customers manage their capital and operations efficiently.
January 2026
About L Catterton
L Catterton is a market-leading consumer-focused investment firm, managing approximately $39 billion of equity capital across three multi-product platforms: private equity, credit, and real estate.
January 2026
About Five Arrows
Five Arrows is the alternative assets arm of Rothschild & Co. The firm has a globally diversified group of investors comprised of institutions, corporations, international family offices and entrepreneurs from Europe, North America, and Asia who invest alongside the firm, its partners and the team.
January 2026
About Ecosystems.io
Ecosystems is the leading SaaS platform for collaborative value management and the system of record for customer outcomes.
January 2026
About Amberjack Capital Partners
Amberjack Capital Partners is a Houston-based private equity firm focused on lower middle market buyouts in the Critical Infrastructure Services sector.
January 2026
About Symplicity Corporation
Symplicity is a global leader in higher education career services and student support software.
January 2026
About TowneBank
Founded in 1999, TowneBank is a company built on relationships, offering a full range of banking and other financial services, with a focus of serving others and enriching lives.
January 2026
About Phathom Pharmaceuticals
Phathom Pharmaceuticals is a biopharmaceutical company focused on the development and commercialization of novel treatments for gastrointestinal diseases.
January 2026
About City Office
City Office REIT, Inc. is an internally managed real estate company focused on acquiring, owning and operating high-quality office properties located primarily in metropolitan areas in the Southern and Western United States.
January 2026
About Blackstone Private Credit Fund
BCRED is Blackstone’s non-listed business development company (“BDC”). Leveraging Blackstone’s institutional-caliber investment approach, BCRED aims to provide income-focused individual investors access to private credit in a continuously offered fund structure.
January 2026
About Star Mountain Lower Middle-Market Capital Corp.
Star Mountain Lower Middle-Market Capital Corp. is an externally managed business development company that seeks to achieve its investment objectives by investing primarily in privately negotiated loans and equity investments to small and medium-sized businesses.
December 2025
About CPS Performance Materials
CPS Performance Materials is a diversified specialty chemicals manufacturer comprised of two business units: FAR Chemical and GEO Specialty Chemicals.
December 2025
About Coastal Carolina Bancshares, Inc.
Coastal Carolina Bancshares is the bank holding company for Coastal Carolina National Bank, a South Carolina state-chartered bank headquartered in Myrtle Beach, South Carolina.
December 2025
About Netwatch Group
Netwatch is a global leader in proactive video monitoring, delivering intelligent security solutions that prevent incidents before they occur.
December 2025
About Lindsay Precast
Lindsay Precast is one of the leading U.S. manufacturers of precast concrete solutions and related products.
December 2025
About Tiger Infrastructure Partners
Tiger Infrastructure Partners is an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies.
December 2025
About Customers Bancorp, Inc.
Customers Bancorp, Inc. (NYSE:CUBI) is one of the nation’s top-performing banking companies with $24.3 billion in assets as of September 30, 2025, making it one of the 80 largest bank holding companies in the United States.
December 2025
About Miami International Holdings
Miami International Holdings, Inc. (MIAX) is a technology-driven leader in building and operating regulated financial markets across multiple asset classes and geographies.
December 2025
About Montagu & Kohlberg
Montagu & Kohlberg are leading mid-market private equity firms that invest in healthcare and services companies.
December 2025
About Extended Care Professional (ECP)
ECP (Extended Care Professional) provides an all-in-one, software platform for assisted living and senior care communities, integrating eMAR, EHR, CRM, Billing and business intelligence tools to streamline operations, enhance resident care, ensure compliance, and further deliver value-based care.
December 2025
About Mirum Pharmaceuticals
Mirum Pharmaceuticals is a leading rare disease company with a global footprint of approved products and a broad pipeline of investigational medicines.
December 2025
About Symbotic
Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform.
December 2025
About Eagle Merchant Partners
Eagle Merchant Partners is a private equity firm based in Atlanta, GA. The firm focuses on control investments in founder-owned, lower middle-market companies across the Southeastern United States, primarily in the franchise, multi-unit, consumer and commercial services sectors.
December 2025
About Moody's Analytics
MALS is the training partner of choice for thousands of financial service organizations worldwide, from community-based credit unions to international banks.
December 2025
About Outdoor Living Supply
Outdoor Living Supply is a distribution platform for outdoor living products with a specific, differentiated focus on hardscapes.
December 2025
About UL Solutions
UL Solutions (“UL” or the “Company”), founded in 1849, is the largest Testing, Inspection & Compliance service provider in North America.
December 2025
About Invia Flights Germany
Invia Flights Germany GmbH (post-transaction: TC Flights Germany GmbH) is a leading provider of airline tickets in German-speaking countries, operating established portals such as Fluege.de.
November 2025
About Alesco Advsiors LLC
Alesco Advisors LLC is a Pittsford, NY-based RIA with more than $6 billion in assets under advisement, providing comprehensive wealth advisory and outsourced chief investment officer services to high-net-worth families and individuals, institutions, and retirement plans.
November 2025
About Federal Signal Corporation
Founded in 1901 and based in Downers Grove, Illinois, Federal Signal Corporation is a diversified manufacturer of specialty vehicles and equipment serving municipal, industrial and commercial customers across the environmental solutions and safety markets.
November 2025
About Maple Hill Creamery
Maple Hill Creamery is a pioneer in 100% grass-fed organic dairy, working with a network of family farms to produce high-quality, sustainable dairy products.
November 2025
About Cranford Equipment
Cranford Equipment is one of the nation’s largest independent distributors of industrial filtration solutions.
November 2025
About BYOMA
Founded by beauty entrepreneur and visionary Marc Elrick in 2022, BYOMA is a science-backed, solution-focused, skin barrier and skin health brand.
November 2025
About Quiet Professionals
Quiet Professionals is a veteran-founded defense and technology company specializing in intelligence, advanced analytics, cybersecurity, and mission support for U.S. government agencies.
November 2025
About Revelar Capital
Revelar Capital is a New York–based private equity firm that invests exclusively in healthcare services, business services, and specialty manufacturing, bringing deep sector focus to complex and fragmented markets.
November 2025
About Coterie
Coterie is the premium baby care brand dedicated to making parents' lives easier. Coterie is helping redefine its category with new standards for performance, safety and transparency and has become the fastest-growing premium diaper care brand and one of the most trusted names in baby care.
Industries
of focus
Our success in each of our eight covered sectors is driven by the close relationships formed by our network of senior bankers. Each coverage area is backed by the same growth mindset and client-first mission, designed to deliver results that make a difference.
Strategically located to serve you
Our global reach and resources allow us to deliver for our clients, anywhere.
