Cadence Bank

Cadence Bank is a regional banking institution based in Tupelo, Mississippi, with over $6.7 billion in assets. It operates more than 95 branches across Alabama, Florida, Mississippi, Georgia, Tennessee, and Texas. The bank offers a range of commercial banking and financial services tailored to individuals and small-to-medium-sized businesses. In addition to traditional banking, Cadence Bank provides wealth management services, including investment brokerage, personal trust, estate planning, and retirement accounts. The bank also has an insurance agency subsidiary that sells various insurance products. Committed to customer service, Cadence Bank emphasizes building strong relationships with clients and enhancing community development through its operations.

Sharon Geib

President, Mortgage Division

Jeffrey Jaggers

Senior Executive Vice President and COO

Jacob Juba

Senior Vice President - Middle Market Banking Cadence Bank, N.A

19 past transactions

Industry Bancshares

Acquisition in 2025
Industry Bancshares is a diversified financial services holding company. Industry Bancshares serving both individuals and businesses with a focus on community banking.

Housing Economic Resources & Education

Grant in 2025
Housing Economic Resources & Education is a nonprofit organization that was founded to give people in the real estate sector access to financial resources.

FB Financial Corp.

Acquisition in 2025
FB Financial Corp. provides a full range of financial services.

First Chatham Bank

Acquisition in 2025
First Chatham Bank, established in 2001 and located in Savannah, Georgia, is a commercial bank that offers a range of financial services, including banking and loan products. The bank focuses on providing debt and loan services to meet the needs of its customers. With a commitment to serving the local community, First Chatham Bank aims to deliver reliable financial solutions tailored to individual and business requirements.

Producers Midstream

Debt Financing in 2024
Producers Midstream is a newly established portfolio company that specializes in providing comprehensive midstream services to producers across the United States. The company focuses on greenfield projects and strategic acquisitions in high-growth basins, particularly in Texas, Oklahoma, and New Mexico. Its service offerings include infield gathering and compression infrastructure, gas processing and treating, transmission and marketing, as well as liquid handling and storage. By delivering these turnkey solutions, Producers Midstream enables upstream operators to concentrate on their core activities while enhancing operational efficiency and supporting growth in the evolving energy landscape.

CP Direct

Debt Financing in 2023
CP Direct is a printing company that specializes in providing comprehensive services for the production of printed materials. The company offers a wide range of services, including digital prepress, commercial printing, bindery, finishing, and direct mailing. By supporting businesses, non-profits, agencies, and trade associations, CP Direct helps clients navigate the complexities of printing to enhance their marketing efforts and drive revenue. Through its expertise and equipment, the company aims to deliver effective printing solutions tailored to the specific needs of its clients.

SWK Holdings

Post in 2022
SWK Holdings Corporation is a specialized finance company that focuses on the healthcare sector. It provides flexible financing solutions to life science companies, institutions, and inventors, aiming to create long-term value for both its partners and investors. The company monetizes cash flow streams from commercial-stage products and related intellectual property through royalty purchases and financings, as well as by establishing synthetic revenue interests in these products. Additionally, SWK operates a wholly-owned subsidiary that offers non-discretionary investment advisory services to institutional clients. Its business segments include Finance Receivables and Pharmaceutical Development Services, with the majority of its revenue generated from Finance Receivables.

Christmas In April Grenada

Grant in 2022
Christmas in April is a non-denominational volunteer organization that repairs the homes of senior citizens who are either low-income or physically challenged.

The Fuller Center for Housing of Northwest Louisiana

Grant in 2022
The Fuller Center NWLA works in collaboration with service-oriented organizations and countless volunteers to build new homes.

Producers Midstream

Debt Financing in 2022
Producers Midstream is a newly established portfolio company that specializes in providing comprehensive midstream services to producers across the United States. The company focuses on greenfield projects and strategic acquisitions in high-growth basins, particularly in Texas, Oklahoma, and New Mexico. Its service offerings include infield gathering and compression infrastructure, gas processing and treating, transmission and marketing, as well as liquid handling and storage. By delivering these turnkey solutions, Producers Midstream enables upstream operators to concentrate on their core activities while enhancing operational efficiency and supporting growth in the evolving energy landscape.

BancorpSouth

Acquisition in 2021
BancorpSouth Bank is a financial institution that provides a comprehensive range of commercial banking and financial services to individuals and small to medium-sized businesses. Operating through various segments, including Banking Services, Mortgage, Insurance, and Wealth Management, the bank offers a wide array of deposit products, commercial loans, and residential mortgage options. Its lending services encompass term loans, lines of credit, construction loans, and consumer loans, catering to diverse financial needs. BancorpSouth also acts as an insurance agent, offering property and casualty, life, and health insurance products. Additionally, the bank provides trust and investment management, asset management, and retirement solutions. With nearly 300 locations across Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee, Texas, and Illinois, BancorpSouth combines regional banking convenience with the personalized service characteristic of community banks. Founded in 1876 and headquartered in Tupelo, Mississippi, the bank emphasizes an entrepreneurial approach and community engagement to foster growth and improve the quality of life in the areas it serves.

Guardian Pharmacy Services

Debt Financing in 2018
Guardian Pharmacy Services is a prominent pharmacy services company that specializes in serving long-term care communities, including assisted living facilities, skilled nursing homes, group homes, and behavioral health centers. The company offers a comprehensive range of technology-enabled services aimed at enhancing medication management and ensuring residents adhere to their prescribed drug regimens. By focusing on individualized clinical support, drug dispensing, and administration, Guardian Pharmacy aims to improve clinical outcomes and reduce healthcare costs for its clients. Their consultative approach and commitment to high-touch service differentiate them in the marketplace, positioning them as a vital partner for organizations that care for individuals with intellectual and developmental disabilities.

State Bank Financial Corporation

Acquisition in 2018
State Bank Financial Corporation, based in Atlanta, Georgia, operates as the bank holding company for State Bank and Trust Company, offering a comprehensive range of community banking services to individuals and businesses. The institution provides various deposit products, including checking accounts, savings accounts, money market accounts, individual retirement accounts, and certificates of deposit. It specializes in a wide array of lending services, such as commercial and residential real estate mortgages, consumer loans, and financing for small and medium-sized enterprises. Additionally, State Bank offers correspondent banking services, payment solutions, and cash management products, including fraud protection and online banking capabilities. The bank also provides payroll services and related human resources solutions. As of the end of 2017, State Bank Financial Corporation operated 32 full-service banking offices in Georgia.

Donuts

Debt Financing in 2017
Donuts Inc is the registry of next generation domain names. With nearly 200 top-level domains, and millions of registrants, Donuts offers a wide variety of clear and meaningful names that represent your identity online in the best possible way. Whether looking for business identifiers (.ltd), navigation (.support), vertical market specifics (.builders) or broad-based generics (.world), their portfolio offers unequaled precision and differentiation. Using their industry-first DPML product, they also work with a large majority of the top global brands to protect their trademarks online. With office locations in Seattle, Washington DC, Los Angeles, London and Hong Kong, they sell their products through the world's leading registrars and resellers, including Go Daddy, Alibaba and 1and1.

Lucid Energy Group

Debt Financing in 2017
Lucid Energy Group is a midstream services company based in Dallas, Texas, specializing in the gathering, processing, transportation, and treatment of natural gas and crude oil. Established in 2011, Lucid focuses on serving producers in the Permian Basin, particularly in the high-growth areas of the Wolfcamp and Clines shales. The company is actively expanding its greenfield gathering and processing facilities to meet the increasing demand for midstream infrastructure in the region. Lucid's operations include developing and operating a range of infrastructure and facilities, with field offices located in Sterling City and San Angelo. By emphasizing clear communication and customer service, Lucid aims to build trust with its clients, delivering tailored solutions that address their unique needs in the evolving energy landscape.

Goodnight Midstream

Debt Financing in 2016
Goodnight Midstream, LLC is a leading provider of fluids management services to oil and gas producers in North Dakota, Wyoming, Texas, and New Mexico. Founded in 2011 and headquartered in Dallas, Texas, the company specializes in the gathering and disposal of produced saltwater through an extensive network of over 150 miles of saltwater gathering pipelines and 16 saltwater disposal facilities, primarily in the Bakken region. Goodnight Midstream's operations focus on minimizing environmental impact and enhancing health and safety for its clients while also helping to lower their lease operating expenses.

Ixia

Post in 2015
Ixia specializes in application performance and security resilience solutions aimed at enterprises, service providers, network equipment manufacturers, and government entities across the globe. The company offers a range of hardware platforms, including chassis and interface cards that handle various traffic types at multiple network layers. Their network visibility solutions enhance the performance of monitoring tools, providing insights into both physical and virtual networks. Ixia also delivers a suite of software applications designed for automated testing and performance evaluation of technologies such as storage, video, voice, and networking systems. Additionally, the company provides technical support, warranty services, software maintenance, and professional training. Ixia markets its products through a direct sales force and a network of distributors, resellers, and system integrators. Founded in 1997 and headquartered in Calabasas, California, Ixia operates as a subsidiary of Keysight Technologies since 2017.

Lucid Energy Group

Debt Financing in 2014
Lucid Energy Group is a midstream services company based in Dallas, Texas, specializing in the gathering, processing, transportation, and treatment of natural gas and crude oil. Established in 2011, Lucid focuses on serving producers in the Permian Basin, particularly in the high-growth areas of the Wolfcamp and Clines shales. The company is actively expanding its greenfield gathering and processing facilities to meet the increasing demand for midstream infrastructure in the region. Lucid's operations include developing and operating a range of infrastructure and facilities, with field offices located in Sterling City and San Angelo. By emphasizing clear communication and customer service, Lucid aims to build trust with its clients, delivering tailored solutions that address their unique needs in the evolving energy landscape.

Encore Bank

Acquisition in 2012
Encore Bank is a community bank that provides full-service banking and individualized personal customer care.
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