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

Past deals in North Carolina

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.

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.
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