Mergers & Acquisitions

Public Offerings

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    Po_urstadt_biddle_11062014_web

    PO_UBA

    PO_UBA

    Po_gladstone_land_11062014_web

    PO_GLAD2

    PO_GLAD

    Po_capitala_finance_0614

    PO_CPTA_0614

    PO_CPTA_0614

    Po_gladstone_commercial_0614

    PO_GOOD 0614

    PO_GOOD 0614

    Po_physicians_realty_0614

    PO_DOC 0514

    PO_DOC 0514

    Po_gladstone_capital_0614

    PO_GLAD

    PO_GLAD

    Po_physicians_realty_1213

    PO_DOC 1213

    PO_DOC 1213

    Po_breitburn_1113

    PO_BBEP 1113

    PO_BBEP 1113

    Po_whitestone_1013

    PO_Whitestone 1013

    PO_Whitestone 1013

    Po_sotherly-hotel_1013

    PO_SOHO 1013

    PO_SOHO 1013

    Po_physicians_realty_0713

    PO_Physicians 0713

    PO_DOC

    Po_gladstone_commercial_0613

    PO_GOOD

    Gladstone Commercial - Follow on

    Po_vanguard_0513

    PO_VNR0513

    VNR follow on

    Po_ltc_0513

    PO_LTC

    PO_LTC

    Po_iret_0413

    PO_IRET

    PO_IRET

    Po_garrison_capital_0413

    PO_GARS

    PO_GARS

    Po_ca_water-service-group_0313

    PO_CWT

    PO_CWT

    Po_medley_capital_0313

    PO_Medley 0313

    PO Medley 0313

    Po_breitburn_0213

    PO_BBEP0213

    PO_BBEP0213

    Po_fidus_0213

    PO_FDUS

    FDUS

    Po_vanguard_0113

    PO_VNR_0113

    PO_VNR_0113

    Po_gladstone_land_0113

    LAND

    IPO Land

    Po_homeowners_choice

    HCI

    HCI debt

    Po_urstadt_biddle_1012

    UBA

    UBA

    Po_triangle_capital_1012

    TCAP

    TCAP

    Po_gladstone_investment_1012

    PO_GAIN 10-12

    4,000,000 shares @ $7.50

    Po_vanguard_0912

    VNR 0912

    VNR 0912

    Po_whitestone_0812

    PO_Whitestone812

    Whitestone follow-on

    Po_iret_0812

    IRET

    4,000,000 Shares of Cumulative Preferred Stock

    Po_amreit_0712

    AmREIT

    AmREIT Initial Public Offering

    Po_monmouth_reic

    Monmouth Real Estate

    2,000,000 shares of series B cumulative redeemable preferred stock

    Po_medley_capital_0312

    PO_Medley Capital

    $40,000,000 7.125% senior notes due 2019

    Po_triangle_capital_0312

    PO_Triangle Capital

    $60,000,000 7.00% senior notes due 2019

    Po_gladstone_investment_0312

    PO_Gladstone Investment

    1,400,000 shares of series A preferred stock

    Po_gladstone_commercial_6

    PO Gladstone Commercial

    725,000 Shares of Common Stock

    $18.35 per share

    Po_artesian_0412

    Artesian Resources

    804,290 shares of class A common stock

    Po_first-potomac_2

    PO First Potomac2

    4,000,000 shares

    Liquidation Preference of $25 per share

    Po_stockyards_2

    PO Stockyards 2

    Stock Yards Bancorp - 3,000,000 preferred securities

    Po_yorkwater

    PO York Water

    York Water Company - 950,000 shares of common stock, $14 per share

    Po_iret_3

    PO IRET 3

    Investment Real Estate Trust - 6,000,000 shares of common stock, $10.20 per share

    Po_compudyne

    PO Compudyne

    CompuDyne Corporation - 40,250,000, 6.25% convertible subordinated notes due 2011

    Po_compass

    PO Compass

    Compass - 13,500,000 shares, $15 per share

    Po_gladstone_investment_6

    PO Gladstone Investment 6

    Gladstone Investment - 14,400,000 shares of common stock, $15 per share

    Po_stockyards_1

    PO Stockyards 1

    Stock Yards Bancorp - 2,000,000 preferred securities, 9.0% cumulative trust securities, liquidation amount $10 per preferred security

    Po_iret_2

    PO IRET 2

    Investment Real Estate Trust - 3,000,000 shares of common stock, $8.70 per share

    Po_psc

    PO PSC

    PSC - 4,000,000 shares of common stock, $23.40 per share

    Po_ncbe

    PO NCBE

    NCBE - 1,380,000 preferred securities, 8.25% cumulative trust preferred securities, liquidation amount of $25 per preferred security

    Po_iret

    PO IRET

    Investors Real Estate Trust - 8,000,000 shares of common stock, $8.25 per share

    Po_citizensfirst_2

    PO Citizens first 2

    Citizens First Corp. - 900,000 shares of common stock, $16 per share

    Po_irwin_financial

    PO Irwin Financial

    Irwin Financial - 6,210,000 shares of common stock, $14.15 per share

    Po_churchill

    PO Churchill Downs

    Churchill Downs - 2,000,000 shares of common stock, $29 per share

    Po_lafayettecommbank

    PO Lafayette community bank

    LaFayette Community Bank - 901,000 shares of common stock, $10 per share

    Po_ifc_capt_trustiii

    PO IFC Trust III

    IFC Capital Trust - 2,070,000 preferred securities, 8.75% cumulative convertible, liquidation amount $25 per security

    Po_mhi_hospitality

    PO MHI hospitality

    MHI Hospitality - 6,000,000 shares of common stock, $10 per share

    Po_citizensfirst

    PO Citizens First

    Citizens First Corporation - 436, 667 shares of common stock, $15 per share

    Po_republicbank

    PO Republic

    Republic Bancorp - 2,140,000 shares of Class A common stock, $13 per share

    Po_mannatech

    PO Mannatech

    Mannatech - 3,000,000 shares of common stock, $8 per share

    Po_rawlings

    PO Rawlings

    Rawlings - 7,650,000 shares of common stock, $12 per share

    Po_sizeler

    PO Sizeler

    Sizeler Property Investors - 3,000,000 shares of common stock, $9.08 per share

    Po_southwest_water

    PO Southwest Water

    Southwest Water Company - 1,700,000 shares of common stock, $11.90 per share

    Po_windrose_2

    PO Windrose 2

    Windrose Medical Properties Trust - 1,500,000 shares of common stock, $12.80 per share

    Po_windrose_1

    PO Windrose

    Windrose Medical Properties Trust - 1,700,000 shares of common stock, $13.91 per share

    Po_weingarten_3

    PO Weingarten 3

    Weingarten Realty Investors - 3,000,000 shares of common stock, $34.20 per share

    Po_weingarten_2

    PO Weingarten 2

    Weingarten Realty Investors - 28,000,000 shares of common stock, $14.25 per share

    Po_weingarten

    PO Weingarten

    Weingarten Realty Investors - 8,000,000 shares, 6.5% series F redeemable preferred stock, liquidation preference $25 per share

    Po_urstadt_biddle_3

    PO Urstadt Biddle 3

    Urstadt Biddle Properties - 8,050,000 shares of class A common stock, $10.90 per share

    Po_urstadt_biddle_2

    PO Urstadt Biddle 2

    Urstadt Biddle Properties - 2,450,000 shares of series D cumulative preferred stock, liquidation preference of $25 per share

    Po_urstadt_biddle_1

    PO Urstadt Biddle

    Urstadt Biddle Properties - 4,800,000 shares of class A common stock, $9.30 per share

    Po_summit

    PO Summit

    Summit State Bank - 1,432,700 shares of common stock, $15 per share

    Po_gladstone_commercial_4

    PO Gladstone Commercial 4

    Gladstone Commercial - 1,000,000 shares, 7.75% series A cumulative redeemable preferred stock, $25 per share

    Po_sovran

    PO Sovran

    Sovran Self Storage - 1,200,000 shares of series B cumulative redeemable preferred stock, liquidation preference of $25 per share

    Po_ifc_capt_trust

    PO IFC Capital Trust

    IFC Capital Trust - 2,070,000 preferred securities, 10.5% cumulative  trust, liquidation amount of $25 per share

    Po_cbl_3

    PO CBL 3

    CBL - 4,200,000 Depository shares each representing 1/16 of a share of 7.75% series C cumulative redeemable preferred stock, liquidation preference of $25.00 per share

    Po_cbl_2

    PO CBL 2

    CBL - 7,000,000 Depository shares each representing 1/10th of a share of .375% series C cumulative redeemable preferred stock, liquidation preference $25 per share

    Po_cbl

    PO CBL

    CBL - 2,500,000 shares 9% Series A Cumulative Redeemable Preferred Stock, Liquidation preference $25 per share

    Po_gladstone_commercial_5

    PO Gladstone Commercial 5

    Gladstone Commercial - 1,000,000 shares  7.5% series B redeemable preferred stock, $25 per share liquidation preference

    Po_gladstone_capital

    PO Gladstone Capital

    Gladstone Capital - 2,000,000 shares of common stock, $24.25 per share

    Po_gladstone_capital_2

    PO Gladstone Capital 2

    Gladstone Capital - 1,000,000 shares of common stock, $22.75 per share

    Po_ca_water-service-group_2

    CA Water service group 2

    California Water Service Group - 1,250,000 shares of common stock, $27.25 per share

    Po_ca_water-service-group

    PO CA Water Service group

    California Water Service Group - 2,000,000 shares of common stock, $36.75 per share

    Po_artesian

    PO Artesian

    Artesian - 500,000 shares of Class A Non-Voting Stock, $32 per share

    Po_amreit

    PO AMreit

    AM REIT - 2,400,000 shares, $8.10 a share

    Po_amerivest_4

    PO AmeriVest 4

    AmeriVest - 4,140,000 shares of common stock, $6.05 per share

    Po_gladstone_commercial_3

    PO Gladstone Commercial 3

    Gladstone Commercial - 6,600,000 shares of common stock, $15 per share

    Po_amerivest_3

    PO Amerivest 3

    AmeriVest- 5,500,000 shares of common stock, $6.75 a share

    Po_amerivest_2

    PO AmeriVest 2

    AmeriVest - 5,000,000 shares of common stock, $6.20 per share

    Po_amerivest_1

    PO AmeriVest 1

    AmeriVest - 6,325,000 shares of common stock, $6.75 a share

    Po_american_capital_strategies

    PO American Capital Strategies

    American Capital Strategies - 5,000,000 shares of common stock, $17 a share

    Po_cbl_4

    PO CBL 4

    CBL - 2,000,000 shares of 8.75% series B cumulative redeemable preferred shares, $50 per share

    Po_chartermac

    PO Chartermac

    CharterMac- 6,325,000 shares of common stock, $15.47 a share

    Po_first-potomac

    PO First Potomac

    First Potomac - 7,500,000 shares of common stock, $15 per share

    Po_delta_2

    PO Delta 2

    Delta - 575,000 shares of common stock, $21.60 per share

    Po_delta_1

    PO Delta

    Delta - 350,000 shares of common stock, $16 per share

    Po_crown_am_realty_trst

    PO Crownam realty trust

    Crown American Reality Trust - 5,750,000 shares of common stock, $8.75

    Po_commtrustbanc_2

    PO Communitytrust 2

    Community Trust Bancorp - 2,500,000 preferred securities, 8.5% cumulative trust preferred securities, liquidation amount $10 per preferred security

    Po_commtrustbanc

    PO Community Trust Bancorp

    Community Trust Bancorp - 1,200,000 preferred securities, 9% cumulative trust, $25 per preferred security

    Po_citizensfinbnk

    PO Citizensfinbank

    Citizens Financial Bank - 250,000 shares of common stock, $20 per share

    Po_alrenco

    PO Alrenco

    Alrenco - 1,800,000 Shares of Common Stock, $14 a share

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Financial Advisory

Prev
    Bv_qsr_chain

    BV_QSR_ESOP

    Quick Service Restaurant - Initial ESOP Valuation

    Bv_food_products_company

    BV_FoodProducts_Family

    Leading Foods Company - Family Buyout Program

    Bv_financial_srvcs_products_business

    BV_FinlServices_Redemption

    Financial Services Providor - Co-Founder Redemption

    Bv_casual_dining_rest_chain

    BV_CasualDining_ESOP

    Casual Dining Chain - Annual ESOP Valuation

    Pp_apparel_brand

    pp_apparel brand

    Private Equity Investor

    Bv_internet_retailer

    BV_Internet Retailer

    Business Valuation of Internet Retailer

    Pp_wireless_tech

    PP_Wireless Tech Software

    Private Placement advisor for wireless software company

    Bv_data_storage

    BV_Data Storage

    Business Valuation for data storage co.

    Pp_specialty_foods_company

    PP_Specialty Foods

    Private Placement advisor for specialty foods co.

    Bv_construction_aggregates

    BV_Construction Aggregates

    Business Valuation for Construction Aggregates co.

    Pp_online-college

    PP_Online College

    Private Placement advisor for online university

    Bv_commercial_contractor

    BV_Comm Contractor

    Business Valuation of commercial contractor

    Pp_midwest_regional_bank_3

    PP_Midwest Bank 3

    Private Placement advisor for midwest regional bank

    Bv_chemical_manufacturing

    BV_Chemical Manufacturer

    Business Valuation for chemical manufacturing co.

    Pp_midwest_regional_bank_2

    PP_Midwest bank 2

    Private Placement advisor for midwest regional bank

    Bv_branded-sporting-goods

    BV_Sporting Goods

    Business Valuation of Sporting Goods co.

    Pp_midwest_insurance

    PP_Midwest insurance Co

    Private Placement for Midwest-based Insurance Co.

    Bv_biotechnology_company

    BV_biotech co

    Business Valuation on Biotechnology Co.

    Pp_midwest_regional_bank

    PP_Midwest bank 1

    Private Placement advisor for midwest regional bank

    Bv_alcoholic_beverages_manufacturer

    BV_Alcohol

    Alcohol Beverage business valuation

    Pp_event_mgmt_company

    PP_Event_Mgmt

    Private Placement for Event Management Co.

    Bv_outsourced_talent_recruiters

    BV_Outsourced Recruiter

    Business Valuation of outsourced recruiting co.

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