August 5, 2025 Experience Live Oak Bancshares $100 million preferred stock offering The company issued depositary shares representing interests in fixed-rate non-cumulative perpetual preferred stock
July 30, 2025 Experience Bank of America $2.5 billion preferred stock offering The company issued depositary shares representing interests in fixed-rate reset non-cumulative preferred stock
July 29, 2025 Experience MARA Holdings $950 million convertible notes offering The 0% convertible senior notes are due 2032
July 8, 2025 Experience Strategy $4.2 billion perpetual stride preferred stock at-the-market offering The perpetual stride preferred stock is listed on the Nasdaq Global Select Market
July 7, 2025 Experience AeroVironment $1.6 billion stock and convertible notes offerings The concurrent offerings were registered with the SEC
July 7, 2025 Experience Zscaler $1.725 billion convertible notes offering and capped call transactions The convertible senior notes are due 2028
July 7, 2025 Experience Tempus AI $750 million convertible senior notes offering The 0.75% convertible senior notes are due 2030
June 25, 2025 Experience PureCycle Technologies $300 million private placement We advised the placement agents on the equity offering
June 24, 2025 Experience UMB Financial $294.5 million preferred stock offering We advised UMB on the offering
June 17, 2025 Experience Etsy $700 million convertible senior notes offering We advised Etsy on the offering