First Citizens Bank

First Citizens Bank is a full-service banking institution that helps customers manage their money effectively. As a family-controlled bank under First Citizens BancShares, Inc., it boasts over $35 billion in assets and a history of steady leadership. Offering banking services, business solutions, wealth management, and modern online and mobile banking options, First Citizens is dedicated to serving diverse communities and promoting professional growth among its associates. With a focus on financial security and service excellence, the company, founded in 1898 and headquartered in Raleigh, North Carolina, strives to provide top-notch services to its customers while contributing to the success of the business.

Travis Flodine

Managing Director

43 past transactions

Connectivity Wireless Solutions

Debt Financing in 2025
Connectivity Wireless, Inc. is a nationwide provider of in-building wireless solutions, specializing in consulting, engineering, project management, installation, and staffing services for wireless carriers and enterprise customers. The company has successfully implemented over 2,000 distributed antenna system (DAS) networks across various sectors, including healthcare, government, hospitality, and higher education. Connectivity Wireless offers a comprehensive range of services, including site surveys, network design, installation, ongoing maintenance, and a unique platform named Unity, which integrates multiple IT systems into a unified network. The company’s ConnectivityCare program provides maintenance support specifically for DAS owners. With a commitment to reliability and customer service, Connectivity Wireless ensures 24/7 support backed by a team with extensive industry expertise. Founded in 2008 and headquartered in Duluth, Georgia, the company operates regional offices in major cities across the United States, allowing for extensive coverage and service delivery to its diverse clientele.

Cypress Creek Renewables

Debt Financing in 2025
Cypress Creek Renewables is a leading American company specializing in the development and operation of solar energy projects. It employs a data-driven approach to identify and acquire underutilized land for the construction of solar farms, typically ranging from 2 to 20 megawatts in capacity. The company is recognized for owning the largest solar farm east of the Mississippi River. Cypress Creek partners with landowners, utility companies, and local vendors to finance and operate its solar and storage assets, ensuring that local communities receive affordable access to clean energy. Through this model, Cypress Creek not only contributes to the renewable energy landscape but also helps to lower energy costs for consumers compared to traditional fossil fuels.

NineDot Energy

Debt Financing in 2025
NineDot Energy specializes in developing community-scale energy projects aimed at enhancing urban grid sustainability. The company focuses on battery energy storage systems and collaborates with clean technology equipment vendors and financial investors to design and implement these initiatives. By integrating solar panels and vehicle-to-grid (V2G) capabilities, NineDot Energy enables clients to achieve economic savings while simultaneously lowering carbon emissions. The company's efforts contribute to a cleaner, more resilient energy infrastructure and promote environmental equity within urban areas.

Linea Energy

Debt Financing in 2025
Linea Energy is focused on facilitating the transition to renewable energy by providing infrastructure for clean energy production. The company specializes in managing interconnection queues, securing offtake agreements, and obtaining project financing for the development of wind, solar, and storage grids. By emphasizing efficiency in its operations, Linea Energy aims to accelerate the deployment of renewable energy solutions, enabling clients to achieve a faster and more effective transition to sustainable energy sources.

Estuary Power

Debt Financing in 2024
Developer and financier of energy projects based in Reno, Nevada. The company offers developments, siting, permitting, interconnection, design, procurement, construction and financing, thereby enabling to delivery of clean energy projects throughout the Mountain West.

Innergex

Post in 2024
Innergex énergie renouvelable inc. est un chef de file canadien de l’industrie de l’énergie renouvelable. En activité depuis 1990, la Société développe, détient et gère des centrales hydroélectriques au fil de l’eau, des parcs éoliens et des parcs solaires photovoltaïques et elle exerce ses activités au Québec, en Ontario, en Colombie-Britannique, dans l'Idaho aux États-Unis et en France. Innergex Renewable Energy Inc. is a leading Canadian independent renewable power producer. Active since 1990, the Company develops, owns and operates run-of-river hydroelectric facilities, wind farms and solar photovoltaic farms and carries out its operations in Quebec, Ontario and British Columbia, Idaho, USA, and France.

Dimension Renewable Energy

Debt Financing in 2024
Dimension Renewable Energy specializes in developing renewable energy projects globally, leveraging over a decade of experience in the field. The company focuses on facilitating the transition to a clean energy economy by providing a range of services, including site acquisitions, solar energy installations, and energy storage solutions. By catering to residential, commercial, and industrial clients, Dimension Renewable Energy aims to help customers both earn and save money while utilizing sustainable energy sources.

Pivot Energy

Debt Financing in 2024
Pivot Energy is a national solar provider dedicated to advancing the transition to cleaner and more decentralized power generation. The company specializes in the development, financing, construction, ownership, and management of solar and storage energy projects. By focusing on community solar and commercial solar initiatives, Pivot Energy serves a diverse ecosystem that includes retail customers, project developers, system operators, utilities, and financiers. Its distributed energy platform offers a comprehensive range of services and software to facilitate the development and management of solar projects. Through its efforts, Pivot Energy aims to support the shift towards sustainable energy solutions across the United States.

Gore Street Energy Storage Fund

Post in 2024
Gore Street Capital Limited whose track record is predominantly focused on energy and infrastructure and has also successfully acquired and managed storage assets, is an entity authorised and regulated by the financial conduct authority that provides investment services.

MPC Capital

Post in 2024
MPC Capital is a Germany-based asset management firm founded in 1994, specializing in real asset investments, particularly in real estate, infrastructure, and shipping. The firm caters to institutional investors, family offices, and other professional investors by offering tailored investment solutions that leverage their expertise in niche markets. With a focus on delivering superior returns, MPC Capital employs hands-on financial management and deep market insights to identify suitable projects and partners. Their commitment to achieving their clients' investment objectives distinguishes them in the competitive asset management landscape.

Mesa

Debt Financing in 2024
Mesa is a business focused on making homeownership more affordable and rewarding for its customers. The company operates by offering a rewards program that incentivizes consumers to spend on their homes. Through this initiative, homeowners can earn rewards for every dollar spent, thereby enhancing the overall experience of homeownership. Mesa aims to provide financial benefits that ease the burden of home-related expenses, ultimately contributing to a more accessible and rewarding path to homeownership.

F.W. Webb

Debt Financing in 2024
F.W. Webb is a wholesale distributor specializing in engineering and construction products, serving both residential and commercial industries. The company offers a wide range of plumbing, heating, and industrial supplies, including equipment for HVAC, refrigeration, and various piping systems. F.W. Webb supports customers across residential, commercial, industrial, and institutional sectors by addressing their construction, renovation, maintenance, repair, and operational needs.

The Sanders Trust

Debt Financing in 2024
The Sanders Trust is a commercial real estate firm that offers acquisition, property management, business development and leasing services.

Allied OMS

Debt Financing in 2024
Allied OMS operates as a management services organization focused on enhancing the efficiency of premier oral and maxillofacial surgery practices. The company offers a comprehensive and streamlined practice management system designed to alleviate the administrative burdens faced by healthcare providers. By specializing in the management of oral and maxillofacial surgery platforms, Allied OMS provides essential services such as accounting, payroll, and procurement. This allows healthcare professionals to concentrate on patient care, thereby improving both operational effectiveness and patient outcomes while minimizing the complexities associated with daily business operations.

Anchor Health Properties

Debt Financing in 2024
Anchor Health Properties focuses exclusively on the healthcare sector, offering a comprehensive suite of real estate services tailored to healthcare facilities. The company specializes in the development, management, investment, and disposition of healthcare properties, aiming to enhance patient experiences through its dedicated approach. By leveraging its expertise as a healthcare real estate advisor, Anchor Health Properties provides specialized strategies that address the unique needs of healthcare establishments.

Capital Good Fund

Venture Round in 2024
Capital Goods Fund offers financial services. Through inclusive financial services, they provide pathways out of poverty and advance a green economy. For inquiries, telephone and email are used.

Adams Beverages

Debt Financing in 2024
Distributor of beverages serving in Alabama and North Carolina. The company offers beer, wine, and nonalcoholic beverages to bars, restaurants, grocery stores, package stores, and other retail outlets.

MC Nutraceuticals

Debt Financing in 2024
MC Nutraceuticals is a wholesale supplier of cannabinoids that provides safe and affordable hemp-derived cannabinoid products that improve health and well-being.

Swift Current Energy

Debt Financing in 2024
Swift Current Energy is a renewable energy firm focused on the development, ownership, and management of large-scale renewable energy projects, including wind, solar, and energy storage initiatives. The company is involved in all stages of project advancement, from site selection and regulatory approval to funding, construction, and ongoing operational management. By creating and managing these renewable energy assets, Swift Current Energy aims to facilitate the transition to a more sustainable energy grid, providing clients with investment opportunities that contribute to a net positive environmental impact.

Raymour & Flanigan

Debt Financing in 2024
Raymour & Flanigan is a leading furniture retailer in the Northeast, recognized as the largest in the region and the seventh largest in the United States. The company offers a wide range of products, including furniture, accent pieces, home decor, and area rugs suitable for every part of the home, such as living rooms, dining rooms, bedrooms, and home offices. A significant aspect of their business is their extensive selection of mattresses, featuring various types and sizes from multiple manufacturers. Raymour & Flanigan operates over 100 retail locations across seven states, including New York, New Jersey, and Pennsylvania, and provides a substantial online shopping experience with shipping options available across much of the East Coast. Founded in 1947 by brothers Bernard and Arnold Goldberg, the company became known as Raymour & Flanigan after acquiring Flanigan’s Furniture in 1990. It remains family-owned, with Neil Goldberg, the son of Bernard Goldberg, currently serving as CEO and President. The company employs more than 5,700 people.

FitLife Brands

Post in 2023
FitLife Brands, Inc. specializes in providing nutritional supplements tailored for health-conscious consumers both in the United States and internationally. The company offers a diverse range of products including weight loss supplements, general health formulations, and sports nutrition products designed for both professional athletes and fitness enthusiasts. Its portfolio features brands such as NDS Nutrition, PMD Sports, SirenLabs, CoreActive, Metis Nutrition, iSatori, and BioGenetic Laboratories. FitLife Brands markets its products through franchised stores and various retail channels, including specialty shops, mass retailers, and online platforms. Founded in 2005 and headquartered in Omaha, Nebraska, the company aims to enhance the lives of consumers by developing innovative nutritional solutions that support their health and fitness goals.

NRStor

Debt Financing in 2023
NRStor is a developer of energy storage and renewable hybrid projects that focuses on the commercialization of energy storage technologies. The company aims to bridge the gap between electricity demand and the growth of intermittent renewable energy sources by planning and developing reliable, cost-effective, and efficient energy storage solutions. NRStor serves commercial, industrial, and institutional customers, as well as utilities across North America, and operates on a model where it builds, owns, and manages energy storage projects. By doing so, NRStor enables its clients to access affordable energy storage services, facilitating the transition to sustainable energy practices.

Globus Maritime

Post in 2023
Globus Maritime Limited is an integrated dry bulk shipping company based in Athens, Greece, that provides marine transportation services globally. Established in 2006, it owns, operates, and manages a fleet of dry bulk vessels that transport a variety of cargoes, including iron ore, coal, grain, steel products, cement, and alumina. The company charters its vessels to a diverse clientele, including operators, trading houses, shipping companies, and government entities. As of late 2020, Globus Maritime managed six vessels with a total carrying capacity of 381,738 deadweight tonnage. The company also offers in-house commercial and technical management for its fleet and consulting services through its subsidiary.

TangerOutlets

Post in 2023
At Tanger, we’re committed to bringing you the ultimate shopping experience. For us, that means guiding you towards the best deals at your favorite designer and brand-name stores. And, thanks to our partnerships with leading fashion industry experts, we can bring you up-to-date fashion reporting on the latest trends. Explore our website to plan your next shopping trip and be sure to download valuable coupons to save even more.

The Georgia Hemp

Debt Financing in 2023
The Georgia Hemp Company is a manufacturer and retailer of a wide range of hemp-derived products, catering primarily to clients in the Atlanta area. Their product portfolio includes hemp oil, hemp flowers, edibles, home goods, and skincare items, all sourced from high-quality hemp.

Silo

Debt Financing in 2023
Silo Inc is a U.S.-based company that specializes in automating the perishable supply chain. It connects various stakeholders, including growers, packers, shippers, wholesalers, distributors, retailers, food service providers, processors, and third-party logistics (3PL) providers. Silo offers integrated software solutions and financing services to enhance cash flow and streamline operations. Its platform automates processes such as inventory management, orders, payments, and logistics, utilizing AI and machine learning to adapt to existing workflows and improve efficiency and transparency throughout the supply chain.

Aspen Power Partners

Debt Financing in 2023
Aspen Power Partners is a distributed generation platform focused on accelerating and democratizing decarbonization. The company provides financing, development, construction, and asset management services aimed at creating and distributing clean energy assets. By offering a flexible and transparent approach, Aspen Power Partners collaborates with local developers to enhance their development efforts and maximize the value of their portfolios. Through its initiatives, the company aims to support the transition to sustainable energy solutions.

Intersect Power

Debt Financing in 2023
Intersect Power is a clean infrastructure company focused on developing innovative and scalable low-carbon solutions for energy and commodity markets. The company specializes in all phases of project development, including design, engineering, finance, and operations. Intersect Power has a robust pipeline of 3.2 GWDC of late-stage solar and storage projects expected to commence operations by 2023, along with a growing portfolio of other clean infrastructure assets. Additionally, the company has successfully developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now managed by third-party investors. Intersect Power also explores advanced technologies such as green hydrogen and carbon capture, providing sustainable alternatives to fossil fuels for various applications, including transportation and chemical processes.

FitLife Brands

Debt Financing in 2023
FitLife Brands, Inc. specializes in providing nutritional supplements tailored for health-conscious consumers both in the United States and internationally. The company offers a diverse range of products including weight loss supplements, general health formulations, and sports nutrition products designed for both professional athletes and fitness enthusiasts. Its portfolio features brands such as NDS Nutrition, PMD Sports, SirenLabs, CoreActive, Metis Nutrition, iSatori, and BioGenetic Laboratories. FitLife Brands markets its products through franchised stores and various retail channels, including specialty shops, mass retailers, and online platforms. Founded in 2005 and headquartered in Omaha, Nebraska, the company aims to enhance the lives of consumers by developing innovative nutritional solutions that support their health and fitness goals.

Silicon Valley Bank

Acquisition in 2023
Silicon Valley Bank, established in 1983, is a leading commercial bank headquartered in Santa Clara, California. It specializes in providing a wide array of financial services, including banking, treasury management, and international banking, to innovative technology, life science, and premium wine businesses, as well as venture capital and private equity firms. With a global presence through 27 U.S. offices and seven international operations, the bank leverages its industry knowledge, connections, and world-class service to support the success of its clients.

Origis Energy

Debt Financing in 2023
Origis Energy Ltd. is a solar development and construction firm focused on large-scale solar photovoltaic (PV) projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in designing, building, and operating solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy manages the entire project lifecycle, offering services that encompass site assessment, project development, engineering, procurement, construction, and long-term operations and maintenance. Additionally, the company provides asset management services, which include regulatory monitoring, cash management, and financial reporting. It also offers performance management services, emphasizing plant performance analysis and operational efficiency. Origis Energy is committed to delivering clean energy solutions while facilitating equity and debt financing for its projects.

Morningstar Properties

Debt Financing in 2023
Morningstar Properties is a real estate developer, owner and operator of real estate products of passionate, bright, driven learners who are dedicated to providing the best customer experiences in their industries.

TangerOutlets

Post in 2022
At Tanger, we’re committed to bringing you the ultimate shopping experience. For us, that means guiding you towards the best deals at your favorite designer and brand-name stores. And, thanks to our partnerships with leading fashion industry experts, we can bring you up-to-date fashion reporting on the latest trends. Explore our website to plan your next shopping trip and be sure to download valuable coupons to save even more.

Truckee Tahoe Lumber

Debt Financing in 2022
The goal of Truckee-Tahoe Lumber Company is to provide the best building materials. It offers a wide selection of high-quality goods and cutting-edge services to contractors, homeowners, and designers at affordable costs, and we are always adjusting to the shifting demands of our clients and markets. Truckee-Tahoe Lumber put in a lot of effort, upholds our core principles, and helps the communities.

Morningstar Properties

Debt Financing in 2022
Morningstar Properties is a real estate developer, owner and operator of real estate products of passionate, bright, driven learners who are dedicated to providing the best customer experiences in their industries.

CIT

Acquisition in 2020
CIT Group Inc., established in 1908, is a financial holding company headquartered in New York, providing a wide range of banking and related services. It operates through three segments: Commercial Banking, Transportation Finance, and Consumer and Community Banking. The Commercial Banking segment offers commercial lending, leasing, and deposit products, along with ancillary services like cash management and advisory services, primarily to small and middle-market companies across various industries. It also specializes in factoring, receivable management, and supply chain financing. The Transportation Finance segment focuses on equipment financing and leasing solutions for the transportation sector, including railroads and shippers. The Consumer and Community Banking segment provides retail banking services such as checking, savings, mortgage loans, and payment solutions, with a network of approximately 60 branches in southern California. CIT Group is now a division of First Citizens Bank, offering services through its online bank, BankOnCIT.com.

Entegra Financial

Acquisition in 2019
Entegra Financial Corp. is a bank holding company based in Franklin, North Carolina, operating through its subsidiary, Entegra Bank. The company offers a wide range of retail and commercial banking products and services across the United States. Its offerings include various deposit accounts such as savings accounts, certificates of deposit, money market accounts, and checking accounts, as well as individual retirement accounts. Entegra Financial also provides an array of loan products, including commercial real estate loans, one-to-four family residential mortgages, home equity loans, and commercial loans, along with construction and consumer loans. Founded in 1922 and formerly known as Macon Financial Corp., Entegra Financial has a network of branches and loan production offices primarily located in Western North Carolina, Upstate South Carolina, and northern Georgia. The company serves individuals and small- to mid-sized businesses, and additionally, it invests in securities and offers wealth management services through third-party providers.

Biscayne Bank

Acquisition in 2018
Biscayne Bank, founded in 2005 and based in Coconut Grove, Florida, was a state-chartered commercial bank dedicated to providing personalized financial services. The bank offered a comprehensive range of products, including deposit accounts, investment options, and loan services tailored to meet the needs of individuals, families, and businesses. With locations in Coconut Grove, Bayshore, Doral, and South Miami, Biscayne Bank emphasized convenience through its online, phone, and in-person services. The institution was recognized for its competitive rates and commitment to customer service before being acquired by FCB.

Palmetto Heritage Bank & Trust

Acquisition in 2018
Palmetto Heritage Bank & Trust is a registered bank holding company that operates in coastal South Carolina. The bank provides a comprehensive array of personal and commercial banking services, including deposit accounts, consumer and commercial loans, and mortgage loans. In addition to these offerings, Palmetto Heritage Bank & Trust also delivers wealth management services, investment and trust services, and employee benefit accounts, all tailored to meet the financial needs of its customers.

Securant Bank & Trust

Acquisition in 2018
Securant Bank & Trust they provide complete commercial and personal banking. They are specialize in helping owner-managed businesses and individuals who have an eye on their financial future.

Cordia Bancorp

Acquisition in 2016
Cordia Bancorp Inc. serves as the bank holding company for Bank of Virginia, providing a variety of retail banking services to individuals and commercial clients. The bank offers a range of accounts, including interest-bearing and non-interest-bearing checking, savings, money market accounts, and certificates of deposit. It also extends short-to-medium term loans, encompassing commercial real estate loans, working capital loans, and consumer loans for various purposes such as automobile financing and home improvements. In addition, Cordia Bancorp provides online and mobile banking services, remote deposit capture, and debit and credit card services. The company operates six full-service banking locations in the greater Richmond area, including Chesterfield and Henrico Counties, as well as Colonial Heights, Virginia. It also offers student loan refinancing through offices in Midlothian, Virginia and Washington, D.C. Established in 2009, Cordia Bancorp aims to enhance community banking with strong leadership and a focus on traditional banking values.

TCNB Financial

Acquisition in 2014
TCNB is a community bank focused on delivering comprehensive banking services to individuals and small to medium-sized businesses. The bank emphasizes relationship management and local decision-making to enhance customer care. TCNB offers a full range of financial products, including savings accounts, loans, and card services, while maintaining competitive rates. Employees are well-trained and empowered to provide personalized assistance, ensuring that customer inquiries are addressed promptly. The institution prioritizes financial soundness and ethical conduct, treating customers with dignity and respect. TCNB aims to create long-term value by meeting the diverse needs of its clientele through innovative and cost-effective solutions, thereby establishing itself as a trusted financial partner in the community.

New Day Healthcare

New Day Healthcare is a home healthcare services company that operates in Kansas, Missouri, Illinois, and Texas. The company specializes in delivering medical services and supplies directly to patients in their homes, ensuring they receive the necessary care in a comfortable and familiar environment. By focusing on home care investments, New Day Healthcare aims to enhance patient well-being and support their health needs outside of traditional clinical settings.
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