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.
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.