December 31, 2024 Experience American Savings Bank $405 million acquisition by an investor group We advised American Savings Bank on the transactions
December 9, 2024 Experience Citi acquisition of Barclays American Airlines co-branded card portfolio We are advising Citi on the acquisition
December 3, 2024 Experience State Street Global Advisors on the Bain Capital led acquisition of Envestnet We advised State Street Global Advisors as a strategic partner in connection with the acquisition
October 21, 2024 Experience Atlantic Union Bankshares $1.6 billion acquisition of Sandy Spring Bancorp We are advising Atlantic Union Bankshares on the acquisition
October 1, 2024 Experience Mizuho Financial Group and Golub Capital strategic partnership We advised Mizuho on the matter
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