Clients & Transactions

IPO / Direct Listing Follow On Block Trade Converts SPAC

Representative IPO / Direct Listing Advisory Experience

Deal Types:

Direct Listing

Deal Value:

$6,563MM

Sectors:

Technology | Consumer

Owners:

Tiger Global | T. Rowe | General Catalyst | D1 Capital | Durable Capital Partners
Deal Types:

IPO

Deal Value:

$1,656MM

Sectors:

Industrial

Owners:

Carlyle | GIC
Deal Types:

IPO

Deal Value:

$1,538MM

Sectors:

Insurance

Owners:

Onex
Deal Types:

IPO

Deal Value:

$1,484MM

Sectors:

Consumer

Owners:

L Catterton
Deal Types:

IPO

Deal Value:

$1,410MM

Sectors:

Consumer Retail

Owners:

Rank Group
Deal Types:

IPO

Deal Value:

$1,050MM

Sectors:

Technology

Owners:

Advent | KKR
Deal Types:

IPO

Deal Value:

$999MM

Sectors:

Industrial | Defense

Owners:

AE Industrial Partners
Deal Types:

IPO

Deal Value:

$967MM

Sectors:

Technology

Owners:

CPPIB | Permira
Deal Types:

IPO

Deal Value:

$802MM

Sectors:

Building Products | Industrial

Owners:

Clayton, Dubilier & Rice
Deal Value:

$800MM

Sectors:

Technology

Owners:

Madrone Capital | Eric Baker | Westcap | Bessemer Venture Partners | Point State Capital
Deal Types:

IPO

Deal Value:

$503MM

Sectors:

Healthcare | Technology

Owners:

Insight Partners | Atomico | 11.2 Capital | Bessemer Venture
Deal Types:

IPO

Deal Value:

$491MM

Sectors:

Energy | Natural Resources

Owners:

Global Energy Capital | White Deer Energy
Deal Types:

IPO

Deal Value:

$487MM

Sectors:

Consumer | Technology

Owners:

L Catterton
Deal Types:

IPO

Deal Value:

$440MM

Sectors:

Industrial | Defense
Deal Types:

IPO

Deal Value:

$425MM

Sectors:

FinTech | Crypto

Owners:

Winklevoss Capital Fund
Deal Types:

IPO

Deal Value:

$321MM

Sectors:

FIG

Owners:

JRJ Group | Trilantic
Deal Types:

IPO

Deal Value:

$305MM

Sectors:

Consumer Products

Owners:

Cortec Group
Deal Types:

IPO

Deal Value:

$294MM

Sectors:

Energy

Owners:

EQT
Deal Types:

IPO

Deal Value:

$294MM

Sectors:

Restaurant

Owners:

Cynosure Group
Deal Types:

IPO

Deal Value:

$215MM

Sectors:

Insurance

Owners:

Gordy Bunch | RenaissanceRe

Representative Follow On Advisory Experience

Deal Types:

Follow On

Deal Value:

$13,110MM

Sectors:

FIG

Owners:

TD Bank
Deal Types:

Follow On

Deal Value:

$2,034MM

Sectors:

Healthcare

Owners:

CD&R | Morgan Stanley | Capital World
Deal Types:

Follow On

Deal Value:

$1,527MM

Sectors:

Food & Beverage

Owners:

One Rock Capital Partners
Deal Types:

Follow On

Deal Value:

$1,008MM

Sectors:

Industrial

Owners:

Carlyle | GIC
Deal Types:

Follow On

Deal Value:

$932

Sectors:

Technology | Healthcare

Owners:

EQT Partners | Bain | CPPIB
Deal Types:

Follow On

Deal Value:

$869MM

Sectors:

Consumer

Owners:

L Catterton
Deal Types:

Follow On

Deal Value:

$770MM

Sectors:

Technology

Owners:

Mubadala
Deal Types:

Follow On

Deal Value:

$595MM

Sectors:

Gaming & Lodging | Technology

Owners:

CPPIB | TCV
Deal Types:

Follow On

Deal Value:

$511MM

Sectors:

Technology

Owners:

Searchlight Capital
Deal Types:

Follow On

Deal Value:

$420MM

Sectors:

FIG

Owners:

JRJ Group | Trilantic | BXR Group
Deal Types:

Follow On

Deal Value:

$239MM

Sectors:

Consumer Retail | Technology

Owners:

L Catterton
Deal Types:

Follow On

Deal Value:

$133MM

Sectors:

Insurance

Owners:

Gallatin Point Capital | American Family

Representative Block Trade Advisory Experience

Deal Types:

Block Trade

Deal Value:

$1,723MM

Sectors:

Energy

Owners:

CrownRock Holdings
Deal Types:

Block Trade

Deal Value:

$1,530MM

Sectors:

Food & Beverage

Owners:

One Rock Capital Partners
Deal Types:

Block Trade

Deal Value:

$1,492MM

Sectors:

Technology

Owners:

Carlyle | 22C Capital | TA Associates
Deal Types:

Block Trade

Deal Value:

$1,302MM

Sectors:

Consumer Retail

Owners:

FountainVest Partners
Deal Types:

Block Trade

Deal Value:

$821MM

Sectors:

Industrial

Owners:

Clayton, Dubilier & Rice
Deal Types:

Block Trade

Deal Value:

$735MM

Sectors:

FinTech

Owners:

Welsh Carson | Permira | Warburg Pincus
Deal Types:

Block Trade

Deal Value:

$436MM

Sectors:

Technology

Owners:

Advent
Deal Types:

Block Trade

Deal Value:

$344MM

Sectors:

Energy | Natural Resources

Owners:

EQT Partners
Deal Types:

Block Trade

Deal Value:

$294MM

Sectors:

Healthcare

Owners:

Carlyle
Deal Types:

Block Trade

Deal Value:

$256MM

Sectors:

Technology

Owners:

Great Hill
Deal Types:

Block Trade

Deal Value:

$226MM

Sectors:

Technology

Owners:

Summit Partners
Deal Types:

Block Trade

Deal Value:

$101MM

Sectors:

Industrial | Defense

Owners:

American Industrial

Representative Convert Advisory Experience

Deal Types:

Convertible

Deal Value:

$1,400MM

Sectors:

Industrial
Deal Types:

Convertible

Deal Value:

$690MM

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$690MM

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$633MM

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$575MM

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$575MM

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$500MM

Sectors:

Consumer Retail
Deal Types:

Convertible

Deal Value:

$345MM

Sectors:

Energy | Natural Resources
Deal Types:

Convertible

Deal Value:

$345MM

Sectors:

Biotech
Deal Types:

Convertible

Deal Value:

$285Mm

Sectors:

Technology
Deal Types:

Convertible

Deal Value:

$200MM

Sectors:

Healthcare
Deal Types:

Convertible

Deal Value:

$170MM

Sectors:

Energy | Natural Resources

Representative SPAC Experience

Deal Types:

SPAC

Deal Value:

$690MM
Deal Types:

SPAC

Deal Value:

$445MM

Sectors:

Healthcare
Deal Types:

SPAC

Deal Value:

$300MM

Sectors:

SPAC
Deal Types:

SPAC

Deal Value:

$253MM

Sectors:

Healthcare
Deal Types:

SPAC

Deal Value:

$240MM

Sectors:

ESG SPAC

Owners:

PNC | Jefferies
Deal Types:

SPAC

Deal Value:

$3,347MM

Sectors:

SPAC

Owners:

AMEX | Expedia | Certares
Deal Types:

SPAC

Deal Value:

$1,919MM

Sectors:

ESG SPAC

Owners:

Harley Davidson
Deal Types:

SPAC

Deal Value:

$1,504MM