October 28, 2024 Experience UP Fintech Holding $110 million follow-on offering We advised UP Fintech on its SEC-registered offering
October 3, 2024 Experience Oceânica $375 million senior secured notes offering We advised Oceânica on its Rule 144A / Regulation S senior secured notes offering
September 20, 2024 Experience Great Elm Capital Corp. $36 million notes offering We advised Great Elm Capital on the offering
September 18, 2024 Experience Janus Henderson $400 million senior notes offering The investment-grade notes are due 2034
July 9, 2024 Experience SMFG $4.5 billion senior and subordinated notes offerings We advised SMFG on its SEC-registered offerings of TLAC notes
June 20, 2024 Experience AssetMark strategic alliance with Morningstar and related acquisition of assets We are advising AssetMark on the strategic alliance and acquisition of assets from Morningstar’s TAMP business
May 28, 2024 Experience Baldwin Group $600 million senior secured notes offering and $1.44 billion credit facilities We advised the Baldwin Group on the financing
May 13, 2024 Experience NatWest Group $1 billion contingent convertible Additional Tier 1 notes We advised NatWest Group on the SEC-registered offering
April 25, 2024 Experience AssetMark $2.7 billion acquisition by GTCR We are advising AssetMark on the transaction
April 8, 2024 Experience Parallaxes Capital Management fundraise for Fund VI We advised Parallaxes Capital Management on the fundraise