Castle Creek Capital LLC is a private equity firm based in San Diego, California, that specializes in providing growth capital and investment solutions primarily within the community banking sector in the United States. Founded in 1990, the firm focuses on equity investments in banks and financial intermediaries with assets ranging from $100 million to $10 billion, particularly in under-banked markets with favorable demographics and growth potential. Castle Creek Capital aims to make control investments, often taking board seats and, when necessary, temporarily assuming senior executive roles in its portfolio companies to drive strategic initiatives. The firm has a strong commitment to supporting high-quality community banking institutions as they seek to expand, acquire, or undergo recapitalization efforts.
CFBank is a boutique business bank, providing full-service financing and banking needs of entrepreneurs and closely-held businesses. The company offers residential mortgage lending and consumer products and services. It was founded in 1892 and headquartered Worthington, Ohio.
Bank of Idaho is a commercial community bank that offers a full spectrum of trust, investment, and services.
The bank and its trust and wealth management experts help clients design, implement, and follow the personal plan investment strategy to reach their financial goals. It offers Vital Insights, a customized educational tool offered to business owners at Bank of Idaho.
It was formed in 1985 in Idaho Falls, Idaho.
Northpointe Bank, based in Grand Rapids, Michigan, is a financial services institution that offers a range of banking products for both individuals and businesses. Founded in 1999, the bank provides personal accounts, including checking and savings options such as individual retirement accounts and health savings accounts. For businesses, it offers various checking accounts, money market savings, certificates of deposit, and merchant services. Additionally, Northpointe Bank specializes in home loans, including options for purchasing, building, and refinancing homes. The bank also emphasizes online banking services and operates loan centers in multiple locations, including Michigan and Indiana. As a subsidiary of North Point Bancshares Inc., Northpointe Bank focuses on delivering customized financial solutions to meet the diverse needs of its customers.
Pathfinder Bancorp, Inc. serves as the holding company for Pathfinder Bank, which offers a range of banking and financial services in Oswego and Onondaga Counties, New York. The bank accepts various types of deposits, including checking and savings accounts, money market accounts, and certificates of deposit. Its diverse loan portfolio includes commercial real estate loans, residential and construction loans, home equity loans, and consumer loans such as auto and personal loans. Additionally, Pathfinder Bank provides property, casualty, and life insurance brokerage services. The institution primarily caters to individuals, families, small to mid-sized businesses, and municipalities. Founded in 1859, Pathfinder Bank is headquartered in Oswego, New York, and operates through multiple full-service offices in its service areas.
Mcgregor Bancshares
Venture Round in 2019
Mcgregor Bancshares offers a full range of business and consumer loan and deposit products and services.
Aquesta Bank is a full-service financial institution headquartered in North Carolina. It provides a range of banking services, including personal and business banking, lending, and insurance. The bank caters to individual and corporate clients by offering various products such as personal and business loans, as well as credit cards. Through its comprehensive suite of services, Aquesta Bank aims to meet the diverse financial needs of its customers.
Lincoln Savings Bank, founded in 1902 and located in Reinbeck, Iowa, provides a comprehensive array of banking services to individuals and businesses primarily in Central and Northeast Iowa. The bank offers checking and savings accounts, credit cards, personal and commercial real estate loans, mortgages, agricultural lending, and financing services for nonprofits. By catering to the diverse financial needs of its customers, Lincoln Savings Bank aims to deliver accessible and convenient banking solutions.
First Bancshares of Texas
Venture Round in 2017
First Bancshares of Texas is a bank holding company, which through its subsidiaries offers banking services
Bank of Southern California, operated by Southern Calif Bancorp, provides a comprehensive range of financial products and services tailored for individuals, professionals, and small-to-medium sized businesses in Southern California. The bank offers various deposit options, including checking accounts, personal and business savings accounts, money market accounts, and certificates of deposit. Its financing solutions include home equity lines of credit, business loans, commercial real estate loans, and small business administration loans. Additionally, the bank offers cash management services such as ACH origination, business payment automation, and remote deposit capture, alongside online and mobile banking options. With a focus on meeting the diverse banking needs of its communities, Bank of Southern California operates 12 branches across Los Angeles, San Diego, Orange, Riverside, and San Bernardino counties. Founded in 2001 and based in San Diego, the bank is dedicated to supporting the financial interests of its clients.
Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic. It was created from the idea that the best bank to serve a successful and energized group of clients would be one that was built by experienced bankers with an entrepreneurial perspective. With a wide range of deposit and lending products, they can certainly meet the needs of anyone looking for an alternative to conventional banking. Bridgewater Bank was founded in 2005 and is based in Bloomington, Minnesota.
Foundation Bancorp
Venture Round in 2015
Foundation Bancorp is a bank holding company owning or controlling one or more banks. It was founded in 2002 and is based in Bellevue, Washington.
Delmarva Bancshares, Inc., based in Cambridge, Maryland, was acquired by BV Financial, Inc. in 2020. Through its subsidiary, 1880 Bank, it provides a range of financial products and services to both individuals and businesses in Dorchester and Talbot Counties, as well as the surrounding areas of the Eastern Shore of Maryland and the Delmarva Peninsula. The bank offers various deposit options, such as savings and checking accounts, certificates of deposit, and individual retirement accounts. In addition, it provides a variety of loan products, including personal, auto, and residential mortgages, along with cash management and online banking services. Delmarva Bancshares operates six branches, continuing a legacy that began in 1880.
First NBC Bank Holding Company serves as the bank holding company for First NBC Bank, providing a variety of financial services to businesses, institutions, and individuals. Its offerings include deposit products such as savings accounts, money market accounts, and certificates of deposit. The bank's loan portfolio primarily focuses on commercial real estate and commercial lending, encompassing construction loans, commercial and consumer real estate loans, and consumer loans. Additionally, First NBC Bank provides trust services, credit cards, and wire transfer services. Founded in 2006 and headquartered in New Orleans, Louisiana, the company operated 39 banking offices in the New Orleans metropolitan area, Mississippi Gulf Coast, and the Florida panhandle as of August 2016. However, on May 11, 2017, it filed for reorganization under Chapter 11 in the US Bankruptcy Court for the Eastern District of Louisiana.
Primis Financial Corp is the bank holding company for Primis Bank, providing financial services to individuals and small and medium-sized businesses. Primis Bank offers a wide range of commercial banking services, it focuses on making loans secured majorly by commercial real estate and other types of secured and unsecured commercial loans to small and medium-sized businesses in a number of industries, as well as loans to individuals for a variety of purposes. Primis Bank offers a broad range of deposit products, including checking (NOW), savings, money market accounts and certificates of deposit.
Guaranty Bancorp, headquartered in Denver, Colorado, operates as the bank holding company for Guaranty Bank and Trust Company, which provides a range of banking and financial services primarily to consumers and small to medium-sized businesses. The institution offers a variety of deposit products, including checking accounts, savings accounts, and certificates of deposit. It also provides an array of loan options, such as commercial loans, real estate financing, construction loans, and consumer loans. Additionally, the bank emphasizes wealth management services, including private banking, investment management, and trust services. With a commitment to personalized service, Guaranty Bank and Trust has been serving the community for over 50 years, focusing on the financial needs of its clients.
BravoSolution SpA specializes in supply management technology software and services tailored for procurement and sourcing applications. The company provides a comprehensive suite of solutions that includes spend analysis to enhance savings and compliance, eSourcing for collaborative sourcing efforts, supplier performance management, and contract management to streamline contract processes. Additionally, BravoSolution offers cloud-based tools such as BravoAlign for procurement alignment and transformation, and BravoAdvantage, which supports organizations in generating procurement initiatives from demand to contract. Their analytics platform, BravoAdvantage Analytics, allows procurement professionals to visualize data and create intuitive reports for stakeholders. BravoSolution also delivers collaboration services across various sectors, including transportation and temporary labor, as well as government solutions focused on spend visibility and electronic sourcing. Founded in 2000 and headquartered in Milan, Italy, BravoSolution operates additional offices globally and is a subsidiary of JAGGAER, Inc.
Path 1 Network Technologies, Inc. engages in the design, development, and supply of products that enable the adaptation, transportation, and delivery of real-time video over private and public Internet Protocol (IP) networks, such as networks that comprise the Internet. The company offers two primary product lines, Video Over IP Gateway and Network Access Gateway. Its Video Over IP Gateway products are used by broadcasters and video service providers to transport live video content in real time between different locations, within a region, a country, and between countries. Its Network Access Gateway products are primarily used by cable companies to supply video-on-demand services. The company's customers include cable, broadcast, satellite, telco, video carriers, mobile operators, and enterprises. Path 1 Network Technologies was founded in 1998 and is headquartered in San Diego, California.
Aradigm Corporation was a specialty pharmaceutical company that focused on developing and commercializing inhalation-based treatments for severe respiratory diseases. Founded in 1991 and headquartered in Hayward, California, the company aimed to address conditions such as cystic fibrosis and bronchiectasis through proprietary formulations of the antibiotic ciprofloxacin, specifically Linhaliq and Lipoquin. Aradigm's product pipeline included inhaled therapies designed to manage infections and prevent inhalation bioterrorism diseases, such as Q fever and anthrax. The company also explored potential treatments for smoking cessation. Despite its innovative approach and collaborations with partners like Grifols, Aradigm filed for Chapter 11 bankruptcy on June 29, 2020, ultimately ceasing operations.
ON Technology
Venture Round in 2000
ON Technology is a software company. It develops e-mail, anti-virus technology, internet usage monitoring, IP firewall, and desktop systems management software. The original plan of the business was to build an object-oriented PC desktop environment providing a variety of applications. ON Technology was founded by Mitch Kapor in 1987. The company was acquired by Symantec on October 27, 2003.
Webb Interactive Services is a web-based software development company. It develops instant messaging and presence software in the United States. The company’s products are based on the standardized extensible message and presence protocol. It serves enterprises, government agencies, telecommunications companies, Internet service providers, and independent distributors of software that require real-time communication and collaboration solutions. Webb Interactive Services was founded in 1994 and is headquartered in Denver, Colorado.
PacWest Bancorp is a bank holding company that operates Pacific Western Bank, its wholly-owned subsidiary. With a significant presence in California, Pacific Western Bank offers a variety of commercial banking services, including real estate, construction, and commercial loans, primarily targeting small and medium-sized businesses. The bank also provides comprehensive deposit and treasury management services, as well as specialized venture banking products aimed at entrepreneurial and venture-backed firms. Its operations extend beyond California, with additional services such as working capital financing and equipment leasing available throughout the Southwest, including Arizona, Utah, and Texas. The bank generates most of its revenue through net interest income, reflecting its focus on traditional banking activities.
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