Investment Banking Transactions

ALL TRANSACTIONS
Personalis, Inc. on an ATM offering
JOINT PLACEMENT AGENT
BNCCORP, Inc. has been acquired by OppFi Inc.
FINANCIAL ADVISOR
Medallion Financial Corp. on its senior unsecured notes
SOLE PLACEMENT AGENT
Hodes Weill & Associates has been acquired by Chatham Financial
FINANCIAL ADVISOR
Nektar Therapeutics on its follow-on offering
ACTIVE BOOKRUNNER
Peach State Bancshares, Inc. has merged with United Community Banks, Inc.
FINANCIAL ADVISOR
Southern First Bancshares, Inc. on its CMFO
SOLE BOOKRUNNER
FIS Chemicals has been sold to Shrieve Chemical Company, LLC
FINANCIAL ADVISOR
Allogene Therapeutics, Inc. on its follow-on offering
PASSIVE BOOKRUNNER
Atlas Energy Solutions Inc. on its debt financing
PASSIVE BOOKRUNNER
Adams Community Bank has merged with Pittsfield Cooperative Bank
FINANCIAL ADVISOR
Tamboran Resources on its CMFO
CO-MANAGER
Pipelines 2 Data has been acquired by STATS Group, a wholly owned subsidiary of Mitsui & Co.
FINANCIAL ADVISOR
Inovio Pharmaceuticals, Inc. on its CMFO
FINANCIAL ADVISOR
Richard Bernstein Advisors has been acquired by Janus Henderson
FINANCIAL ADVISOR
Blue Bird Corporation has acquired the remaining 50% interest in Micro Bird Inc.
FINANCIAL ADVISOR
1864 Bancorp Inc. on its subordinated notes offering
SOLE PLACEMENT AGENT
Quality Collision Group on its debt financing
SOLE PLACEMENT AGENT
HMH Holding Inc. on its IPO
JOINT BOOKRUNNER
Peapack-Gladstone Financial Corporation on its preferred stock commitment
FINANCIAL ADVISOR
$15.5 Million

City of Sherwood, Washington County, OR

Full Faith and Credit Obligations
SERIES 2026
SOLE MANAGER
$104.5 Million

High Star Ranch Infrastructure Financing District, UT

Special Assessment Bonds (High Star Ranch Assessment Area)
SERIES 2026
SOLE MANAGER
$4.7 Million

City of Southgate, KY

Special Obligation Revenue and Subordinate Bonds (Sunrock Project)
SERIES 2026 B&C
SOLE MANAGER
$55.7 Million

Raleigh Housing Authority, NC

Multifamily Housing Revenue Bonds (Union at Capital)
SERIES 2026 A, B1&2, &C
SOLE MANAGER
$20.3 Million

City of Sikeston, MO

Board of Municipal Utilities Certificates of Participation
SERIES 2026
FINANCIAL ADVISOR
$63.8 Million

Board of School Commissioners of Mobile County, AL

Special Tax School Warrants
SERIES 2026
CO-MANAGER
$2.0 Billion

Regents of the University of California

General Revenue Bonds
SERIES 2026 CE&CF
CO-MANAGER
$664.1 Million

Pennsylvania Turnpike Commission

Turnpike Revenue and Revenue Refunding Bonds
SERIES 2026 & 2026A
CO-MANAGER
$9.4 Million

City of Rialto, CA

Community Facilities District No. 2024-1 (Renaissance) Special Tax Bonds
SERIES 2026
SOLE MANAGER
$19.4 Million

Bondurant-Farrar Community School District, Polk County, IA

General Obligation School Bonds
SERIES 2026
FINANCIAL ADVISOR
$17.6 Million

Inlivian, NC

Multifamily Housing Revenue Bonds (The Vue at Honeywood)
SERIES 2026 A&B-1&2
SOLE MANAGER
$136.1 Million

Metro Water Recovery, CO

Sewer Improvement Bonds
SERIES 2026
CO-MANAGER
$28.8 Million

Fillmore County School District 0025, Fillmore Central Public Schools, NE

General Obligation School Building Bonds
SERIES 2026
SOLE MANAGER
$9.6 Million

Center Point-Urbana Community School District, Linn County, IA

General Obligation School Bonds
SERIES 2026
FINANCIAL ADVISOR
$75.0 Million

Midway Independent School District, McLennan County, TX

School Building Bonds
SERIES 2026
LEAD MANAGER
$56.6 Million

Public Water Supply District No. 2 of St. Charles County, MO

Refunding Certificates of Participation
SERIES 2026A
LEAD MANAGER
$117.2 Million

Unified Government of Wyandotte County/Kansas City, KS

Sales Tax Special Obligation Bonds (Northwest Speedway Star Bond District Program)
SERIES 2026
SOLE MANAGER
$41.0 Million

City of Saginaw Hospital Finance Authority, MI

Hospital Revenue Bonds (Covenant Medical Center, Inc.)
SERIES 2026L
SOLE MANAGER
$16.6 Million

City of Bellingham, WA

Limited Tax General Obligation and Refunding Bonds
SERIES 2026
FINANCIAL ADVISOR
$100.0 Million

Muscatine Power and Water City of Muscatine, IA

Electric Revenue Bonds
SERIES 2026 A&B
SOLE MANAGER
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