Associated Bank

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.

Dennis DeLoye

Executive Vice President and Executive

Judith Docter

Executive Vice President and Executive

Joseph Kleinwachter

Managing Director and Head of Loan Syndications

Nicholas Myers

Senior Vice President, Leveraged Finance

Christopher O'Brien

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

10 past transactions

The First National Bank in Staunton provides quality financial services which are responsive to our customers needs. FNB’s strong management team, highly qualified employees, and dedication to serving its diverse customer base have provided for its continued success, even during the recent economic downturn and banking crisis.
Diversified Insurance Solutions, Inc., founded in 1982 and located in Brookfield, Wisconsin, is a prominent independent insurance broker and HR services provider. The company, which is fully employee-owned, specializes in a range of services including Employee Benefits, Commercial Property and Casualty, 401k plans, Human Resources, Personal Insurance, Executive Benefits, and Risk Management and Safety. Diversified Insurance Solutions focuses on delivering high-value, customized products and services to its clients, enabling them to effectively manage risk, control benefit costs, and reduce overall insurance expenditures. The firm is committed to promptly addressing client needs and identifying opportunities that support their organizational goals.

Whitnell

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

Acquisition in 2017
Bank Mutual is the federally chartered banks. We have a strategic network of bank offices staffed by experienced professionals who are committed to their local communities. This is a solid company, with a strong capital foundation and assets of $2.5 billion. Today, it is the largest bank based in Milwaukee and our branches serve more than 100,000 households throughout Wisconsin and Minnesota. For the retail customers, we’re spending time, energy and dollars to improve the customer experience in our branch network. We’re focused on providing financial solutions that offer added value above and beyond traditional banking products. We do this through our new web site, our surcharge-free network of 23,000 ATMs, and our subsidiary, Mutual Financial Group, which offers annuities and securities.

Renewable Trust

Debt Financing in 2015
Renewable Energy Trust Capital, Inc. is a principal investment firm based in San Francisco, California, specializing in middle market investments in the renewable energy sector. Founded in 2011, the firm focuses on financing wind and solar projects, particularly solar photovoltaic (PV) power generating facilities and renewable energy infrastructure assets. Renewable Energy Trust Capital aims to address market gaps and trends by providing flexible, low-cost financing solutions that facilitate the acquisition of projects and the resolution of construction debt. While the firm primarily invests in North America, it has future aspirations to expand internationally. With a team of experienced professionals, the firm is adept at navigating regulatory and financial challenges in the renewable energy landscape.

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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