August 14, 2024 Experience Gallatin Point Capital $150 million minority investment in Discount Bank We are advising Gallatin Point on the transaction
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
June 5, 2024 Experience BlackRock minority investment in TXSE Group We are advising BlackRock on the transaction
May 20, 2024 Experience SouthState $2 billion acquisition of Independent Bank Group We are advising SouthState on the acquisition
April 29, 2024 Experience UMB Financial $2 billion acquisition of Heartland Financial We are advising UMB on the acquisition and a $201.6 million stock offering
February 20, 2024 Experience Truist $15.5 billion sale of remaining stake in Truist Insurance to investor group We are advising Truist on the transaction
February 2, 2024 Experience Truist sale of Sterling Capital Management to Guardian Capital We are advising Truist on the transaction
December 21, 2023 Experience Santander transaction with FDIC on Signature Bank multifamily real estate assets We advised Santander on the transaction
November 30, 2023 Experience Cadre acquisition by Yieldstreet We are advising Cadre on the transaction
July 28, 2023 Experience Banc of California merger with PacWest and $400 million equity raise We are advising JPMorgan as financial adviser and placement agent to Banc of California