Associated Bank, founded in 1861 and headquartered in Green Bay, Wisconsin, is a prominent commercial bank that operates as part of Associated Banc-Corp, one of the top publicly traded bank holding companies in the United States. With total assets of $25 billion, the bank serves over 100 communities across Wisconsin, Illinois, and Minnesota, and offers commercial financial services in additional states including Indiana, Michigan, Missouri, Ohio, and Texas. Associated Bank provides a comprehensive array of personal and business banking services, which include various lending products such as revolving lines of credit, term loans, asset-based loans, mortgage loans, letters of credit, and business loans. As an Equal Housing Lender and Equal Opportunity Lender, the bank is committed to serving diverse financial needs while ensuring regulatory compliance.
Senior Vice President and Commercial Credit Manager
John Todd
Senior Vice President - Asset Based Lending
Phillip Trier
Executive Vice President of commercial banking group leader
Steven Zandpour
EVP, Director of Consumer and Business Banking
13 past transactions
STAG Industrial
Post in 2024
STAG Industrial, Inc. is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, focusing on those with purchase prices exceeding $5 million, primarily located in secondary markets. Its portfolio mainly consists of warehouse and distribution buildings, with additional assets in manufacturing and flex/office spaces. STAG Industrial generates nearly all of its income from rental revenue, with a significant portion derived from properties situated in Midwestern and Eastern U.S. cities. The company serves a diverse clientele, including air freight and logistics companies, which underscores the critical role its properties play in supporting tenants' business operations.
Vesper Energy
Debt Financing in 2024
Vesper Energy Development LLC is a company based in Houston, Texas, that specializes in the development and operation of utility-scale renewable energy and energy storage assets. Founded in 2015, Vesper Energy has a significant pipeline that includes 3 GW of solar energy projects and 2.5 GWh of energy storage capacity. The company focuses on creating high-quality renewable energy solutions that address contemporary energy challenges while promoting sustainability and reducing carbon emissions. Through its dedicated team, Vesper Energy aims to provide clean, low-cost electricity to its customers by acquiring, developing, and operating solar and energy storage facilities across the United States.
NETSTREIT Corp
Post in 2022
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) headquartered in Dallas, Texas, dedicated to acquiring and managing single-tenant net lease retail properties across the United States. The company focuses on properties leased to high-quality tenants from sectors that are less vulnerable to e-commerce disruption, such as home improvement, auto parts, drug stores, grocery stores, and quick-service restaurants. Through its strategic approach, NETSTREIT aims to build a robust portfolio of retail properties under long-term net leases, ensuring consistent cash flows and dividends for its investors. The management team, composed of experienced professionals in commercial real estate, is committed to enhancing the quality and value of its assets.
First National Bank In Staunton
Acquisition in 2019
First National Bank in Staunton is a financial services provider located in Staunton, Illinois. The bank offers a range of services, including personal banking, commercial banking, sweep accounts, online banking, wire transfers, safe deposit boxes, and mobile payment options. With a strong management team and a commitment to meeting the diverse needs of its customers, First National Bank has maintained its success and resilience, even during challenging economic conditions. The bank prides itself on its qualified staff and dedication to delivering quality financial services.
Diversified Insurance Solutions
Acquisition in 2018
Diversified Insurance Solutions, Inc., established in 1982 and located in Brookfield, Wisconsin, is recognized as one of the state's leading independent insurance brokers and HR service providers. The company offers a comprehensive range of insurance brokerage services, including employee benefits, commercial property and casualty, personal insurance, executive benefits, and risk management and safety services. As a 100% employee-owned firm, Diversified Insurance Solutions is dedicated to delivering high-value, tailored products and educational resources to help clients effectively manage risk, control benefit costs, and reduce overall insurance expenditures. The firm emphasizes responsiveness to client needs and actively seeks opportunities to support and enhance their clients' organizational goals.
Whitnell & Company
Acquisition in 2017
Whitnell & Co., based in Oak Brook, Illinois, is a wealth management organization that has been serving affluent families for over 25 years. As a subsidiary of Associated Trust Company, National Association, Whitnell focuses on protecting and enhancing the wealth of its clients, many of whom have been with the firm for three generations. The firm offers a comprehensive range of financial services, including financial planning, investment management, family office services, retirement strategy, risk and insurance planning, and tax and estate planning. By providing tailored money management solutions, Whitnell aims to help its clients achieve their financial objectives, allowing them to concentrate on their families, careers, and charitable pursuits.
Bank Mutual Corp
Acquisition in 2017
Bank Mutual Corp is a federally chartered bank and unitary savings and loan holding company, primarily serving customers in Wisconsin and Minnesota. With assets totaling $2.5 billion, it is the largest bank based in Milwaukee, operating a network of branches staffed by experienced professionals dedicated to their local communities. The bank serves over 100,000 households, focusing on enhancing the customer experience through various initiatives. These include a user-friendly website, access to a surcharge-free network of 23,000 ATMs, and offerings from its subsidiary, Mutual Financial Group, which provides annuities and securities. Bank Mutual Corp is committed to delivering financial solutions that add value beyond traditional banking products.
Renewable Energy Trust Capital
Debt Financing in 2015
Renewable Energy Trust Capital, Inc. is a principal investment firm based in San Francisco, California, that specializes in investments in the renewable energy sector, particularly in wind and solar projects. Founded in 2011, the firm focuses on middle market investments and aims to provide innovative and flexible financing solutions for solar photovoltaic power generating facilities and renewable energy infrastructure assets. Renewable Energy Trust Capital seeks to address regulatory and financial challenges while identifying market gaps and growth opportunities in the clean energy landscape. The firm primarily invests in North America, with aspirations to expand its reach internationally. It emphasizes deal structures that facilitate the removal of construction debt, positioning itself as a key player in the transition to sustainable energy sources.
Fiberstar
Debt Financing in 2013
Fiberstar, Inc. is a research and development company based in River Falls, Wisconsin, specializing in the production of natural ingredients that enhance food freshness and nutrition. The company is known for its Citri-Fi line, which consists of multi-functional fibers derived from orange pulp, aimed at improving food quality, nutritional value, and label transparency. Citri-Fi products are utilized in various applications, including moisture management, oil and fat reduction, and as replacements for synthetic ingredients in a wide range of food categories such as bakery items, dairy products, sauces, and snacks. Additionally, Fiberstar produces Hydro-Fi, a texturizing ingredient for the food industry. The company holds an exclusive worldwide license for patented biotechnology developed at the University of Minnesota, and its ongoing investment in research has facilitated the development of innovative solutions for the food, personal care, and industrial markets.
State Financial Bank
Acquisition in 2005
State Financial Bank, NA provides commercial and retail banking services. The bank offers long-term fixed-rate secondary market mortgage origination, home mortgages, brokerage, and online banking services.
First Federal Capital Bank
Acquisition in 2004
First Federal Capital Bank provides community banking services. It offers standard retail deposit products like checking, savings, and money market accounts; Individual Retirement Accounts; and Certificates of Deposits.
Signal Financial Corp.
Acquisition in 2001
Signal Financial Corporation operates as a financial holding company. It provides a range of banking and nonbanking services to individuals and businesses. Signal Financial operates banking branches in nine locations in the Twin Cities and eastern Minnesota.
Windsor Bancshares
Acquisition in 1998
Windsor Bancshares is owning the securities of banks for the sole purpose of exercising some degree of control over the activities of bank companies whose securities they hold.
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