Thomas Cestare

Partner and COO

Kevin DaCruz

Senior Associate

James F. Deutsch

Partner

Scott Gamble

Principal

Howard Hall

Principal

Michael B High

Partner

David Honold

Principal

Kevin Kooman

Partner

James Lynch

Founding Partner

James Murphy

CFO

Jerry Plush

Partner

Steve Silverman

Senior Analyst

Rodney Whitwell

Principal

17 past transactions

Core10

Series B in 2023
Core10 is a North American provider of banking and lending products and services. It offers the Accrue platform, designed for community banks and credit unions seeking digital innovation. Core10's US-based development team operates from smaller cities with lower cost of living, maintaining quality while reducing costs.

Grasshopper Bank

Private Equity Round in 2022
Established in 2018, Grasshopper Bank is a digital-first financial institution dedicated to serving businesses and innovators. It offers advanced technology solutions, tailored products, and exceptional service through its passionate team and digital platforms.

Finexio

Series B in 2022
Finexio is a B2B payment network that streamlines accounts payable processes for medium to large corporations. It identifies suppliers capable of electronic payments, routes funds directly to their bank accounts, eliminating paper checks and reducing transaction costs.

PatientFi

Venture Round in 2022
PatientFi, LLC is a financial service company based in Irvine, California, that operates a digital platform designed to provide financing options for patients seeking aesthetic medical procedures. Established in 2017, the company allows patients to apply for credit online and collaborates with medical practices across various elective healthcare segments, including plastic surgery, dermatology, and dentistry. PatientFi's platform offers personalized financing plans, enabling patients to afford treatments such as breast augmentation, mommy makeovers, and surgical facial rejuvenation. By connecting healthcare providers with financing alternatives, PatientFi aims to enhance access to health, beauty, and wellness treatments for patients.

Finexio

Venture Round in 2022
Finexio is a B2B payment network that streamlines accounts payable processes for medium to large corporations. It identifies suppliers capable of electronic payments, routes funds directly to their bank accounts, eliminating paper checks and reducing transaction costs.

Finexio

Venture Round in 2021
Finexio is a B2B payment network that streamlines accounts payable processes for medium to large corporations. It identifies suppliers capable of electronic payments, routes funds directly to their bank accounts, eliminating paper checks and reducing transaction costs.

Georgia Banking Company

Funding Round in 2021
Georgia Banking Company is a financial services community bank that engages in the wholesale mortgage business. The company offers a competitive and robust range of personal and business financial services and banking products to help clients achieve economic success and financial security. Georgia Banking Company was founded in 2001 and is headquartered in Atlanta, Georgia.

Narmi

Series A in 2021
Narmi Inc. is a technology company that specializes in developing online and mobile banking applications for financial institutions across the United States. Founded in 2016 and headquartered in New York, Narmi provides a comprehensive platform that allows regional and community banks and credit unions to attract, engage, and retain customers effectively. The company’s applications facilitate account openings in under 2.5 minutes, while ensuring a secure and user-friendly experience through features such as fraud protection, multi-factor authentication, and transaction monitoring. In addition to banking applications, Narmi also offers services in website design, development, hosting, and content management, helping financial institutions create a dynamic and engaging digital presence.

ActiveWorx

Series A in 2020
ActiveWorx is a prominent provider of Intelligent Financial Transaction Management and Business Process Automation solutions. The company has evolved from its origins as a consulting firm specializing in complex document management and workflow to a developer of advanced automation software. ActiveWorx focuses on accounts payable automation and payment processing, offering tools that enable clients to transition from manual or semi-manual invoice handling to fully automated systems. Its platform supports a diverse range of sectors, including banking, insurance, retail, manufacturing, distribution, and logistics. ActiveWorx efficiently processes high volumes of client invoices, with some clients managing hundreds of thousands each month. The company has facilitated over 10 million transactions, representing more than $22 billion in accounts payable spending, thereby significantly enhancing operational efficiency for its clients.

Numerated

Series B in 2019
Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its innovative digital lending platform. This platform enables banks and credit unions to enhance customer experience by leveraging data to streamline the origination of various business banking products, facilitating the entire process from application to decision and closure. The software includes features such as pre-filled digital applications, decision automation, and sales and marketing tools, thereby making it easier for businesses to obtain financial products. With over 400,000 businesses and 30,000 financial institution associates utilizing the platform, Numerated has processed $50 billion in lending. Financial institutions with a collective asset base of $1 trillion employ Numerated's solutions, which have garnered recognition in the fintech industry for their effectiveness and innovation.

Grasshopper Bank

Private Equity Round in 2019
Established in 2018, Grasshopper Bank is a digital-first financial institution dedicated to serving businesses and innovators. It offers advanced technology solutions, tailored products, and exceptional service through its passionate team and digital platforms.

First Bancshares of Texas

Venture Round in 2017
First Bancshares of Texas is a bank holding company, which through its subsidiaries offers banking services

Radius Bank

Acquisition in 2016
Radius Bank is a community bank based in Boston, Massachusetts, offering a comprehensive range of banking products and services to individuals, businesses, and organizations across the United States. Founded in 1987 and originally known as First Trade Union Bank, it rebranded to Radius Bank in 2014. With approximately $1.3 billion in assets, the bank provides various accounts, including checking and savings, alongside loans such as commercial, SBA, and personal loans. Radius Bank is recognized for its award-winning digital banking platform, which enables clients to manage their finances online or via mobile devices, featuring services like check deposit and bill pay. The bank also partners with fintech companies to offer white-label deposit products and banking-as-a-service solutions. As a member of the Federal Deposit Insurance Corporation, Radius Bank emphasizes personalized service while leveraging advanced technology to meet diverse banking needs.

Radius Bank

Private Equity Round in 2015
Radius Bank is a community bank based in Boston, Massachusetts, offering a comprehensive range of banking products and services to individuals, businesses, and organizations across the United States. Founded in 1987 and originally known as First Trade Union Bank, it rebranded to Radius Bank in 2014. With approximately $1.3 billion in assets, the bank provides various accounts, including checking and savings, alongside loans such as commercial, SBA, and personal loans. Radius Bank is recognized for its award-winning digital banking platform, which enables clients to manage their finances online or via mobile devices, featuring services like check deposit and bill pay. The bank also partners with fintech companies to offer white-label deposit products and banking-as-a-service solutions. As a member of the Federal Deposit Insurance Corporation, Radius Bank emphasizes personalized service while leveraging advanced technology to meet diverse banking needs.

Banc of California

Post in 2013
Banc of California, Inc. is a commercial bank headquartered in Santa Ana, California, serving the diverse financial needs of private businesses, entrepreneurs, and homeowners. Founded in 1941, the bank offers a range of banking products and services, including checking and savings accounts, certificates of deposit, and various loan products such as commercial, residential, and consumer loans. Additionally, it provides specialized services like cash and treasury management, foreign exchange, and internet banking. With a focus on simplifying banking for its clients, Banc of California is dedicated to delivering innovative solutions that enhance financial lives and support community growth. The bank operates a network of full-service branches primarily in Southern California, reinforcing its commitment to serving local clients.

Primis Financial

Private Equity Round in 2009
Primis Financial Corp serves as the bank holding company for Primis Bank, delivering a diverse array of financial services to individuals and small to medium-sized businesses. The bank specializes in providing both secured and unsecured loan options, with a significant focus on commercial real estate and various types of commercial loans. In addition to loan services, Primis Bank offers a comprehensive suite of deposit products, including personal and business checking accounts, savings accounts, money market accounts, and certificates of deposit. This wide-ranging approach enables Primis Financial to cater to the financial needs of a broad customer base, supporting their banking and lending requirements effectively.

Guaranty Bancorp

Series A in 2009
Guaranty Bancorp is a Denver, Colorado-based bank holding company that operated Guaranty Bank and Trust Company, providing a range of financial services to individuals and small to mid-size businesses. The bank offered deposit products including checking, savings, money market and certificates of deposit, as well as loan products such as commercial and residential real estate, construction, small business administration loans, consumer and other loans, complemented by wealth management, private banking, investment management and trust services. The organization originated as Centennial Bank Holdings and changed its name to Guaranty Bancorp in 2008. It operated branches in Colorado's Front Range, including the Denver metropolitan area, and was acquired by Independent Bank Group on January 1, 2019.
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