First Financial

First Financial Bank has been dedicated to providing client service and success for over 150 years. Operating over 100 banking centers in Ohio, Kentucky, and Indiana, the bank offers a combination of financial expertise and personalized community service to foster long-term relationships with their customers. This commitment to building trust and serving as a reliable partner distinguishes First Financial in the banking industry.

Jamie Anderson

CFO

Mark Iannarelli

Fixed Income Director

7 past transactions

Summit Funding Group

Acquisition in 2021
Summit Funding Group is a leading provider of equipment financing and leasing solutions based in Mason, Ohio. Established in 1993, the company specializes in offering a range of financial products, including operating, corporate, synthetic, and capital leasing, as well as vendor finance. Serving manufacturers, distributors, and resellers across North America, Summit Funding Group has established itself as the fourth largest independent equipment financing platform in the United States. The firm is dedicated to delivering tailored financing solutions that meet the diverse needs of its clients in the equipment sector.

Bannockburn Global Forex

Acquisition in 2019
Bannockburn Global Forex is a capital markets trading firm that provides foreign exchange advisory, hedge analytics, and transaction processing, along with a trading portal. It serves closely held enterprises, financial sponsors, entertainment industry clients, and community and regional banks, as well as other financial institutions across the United States. The company offers currency advisory, foreign exchange hedging, settlement services, and related advisory products to help clients manage FX risk and payments. Founded in 2009 and headquartered in Cincinnati, it operates offices in Atlanta, Kansas City, St. Louis, Los Angeles, Minneapolis, and New York. It serves more than 1,500 clients nationwide.

MainSource

Acquisition in 2018
MainSource Bank was a commercial banking institution that offered a variety of financial services, including accepting deposits and providing consumer, commercial, agribusiness, and real estate mortgage loans. The bank also offered safe deposit facilities, personal and corporate trust services, and other corporate services such as letters of credit and repurchase agreements. With approximately 80 branch offices, MainSource operated primarily in Indiana, Illinois, Ohio, and Kentucky. Additionally, it had several non-banking subsidiaries, including MainSource Insurance, LLC, Insurance Services Marketing, LLC, MainSource Title, LLC, MainSource Risk Management, Inc., and New American Real Estate, LLC. However, MainSource is no longer active as a banking institution.

DailyPay

Seed Round in 2015
DailyPay is a worktech company specializing in earned wage access solutions. It uses an award-winning platform to help employers strengthen employee relationships while supporting workers' financial well-being outside the workplace.

Oak Street Funding

Acquisition in 2015
Oak Street Funding LLC, established in 2003 and headquartered in Carmel, Indiana, specializes in providing tailored commercial financing solutions to insurance agencies, managing general agents (MGAs), program administrators, investment advisors, and certified public accountants (CPAs) across the United States. The company offers a range of products including retail agency loans, MGA-broker loans, premium financing, commission purchase, loan servicing, succession loans, recapitalization loans, working capital lines of credit, and interest-only options. Additionally, Oak Street Funding provides third-party loan servicing for financial institutions. As of August 14, 2015, the company operates as a subsidiary of Oak Street Holdings Corporation.

Insight Bank

Acquisition in 2013
Insight Bank is a provider of comprehensive banking services, catering to both individual and corporate clients. It offers a range of products including savings accounts, current accounts, mortgage loans, real estate loans, and commercial banking services. The bank prides itself on its client-focused approach, taking the time to understand each client's unique needs and developing strong relationships built on trust and understanding. This personalized service is delivered through a team-based approach, ensuring that every client decision receives unmatched care and attention.

The First Bexley Bank

Acquisition in 2013
The First Bexley Bank, established in May 2006, is located on Main Street in Bexley, Ohio. It offers a range of banking and financial services tailored to meet the needs of both individual and commercial customers primarily in Franklin County and the surrounding areas in Central Ohio. The bank positions itself as a community-focused institution, aiming to provide unique banking advantages that are often not available at larger financial institutions.
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