Regions Bank is a financial institution that offers a wide range of personal, small business, commercial banking, and wealth management services. Its personal banking services encompass checking and savings accounts, cash solutions, protection services, and various financial products such as money market accounts and IRAs. For small businesses, Regions provides checking accounts, cash management, merchant processing, and payroll services. In the commercial banking sector, it offers asset-based lending, equipment financing, and government financing solutions. The bank also specializes in wealth management, including private wealth management, estate planning, and trust services. Regions Bank operates branches across multiple states, including Alabama, Arkansas, Florida, and Texas, and was founded in 1928 in Birmingham, Alabama. Originally known as First Alabama Bank, it adopted the name Regions Bank in 1996 and operates as a subsidiary of Regions Financial Corporation.
SVP, Tampa Market Executive and Tampa Bay Commerical Area Executive
38 past transactions
Renaissance Community Loan Fund
Debt Financing in 2025
Renaissance is an equal opportunity, nonprofit lender offering unique, personalized lending services for mortgages and commercial loans.
Hilton Grand Vacations
Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.
ModernFi
Series A in 2024
ModernFi operates a deposit network designed to assist financial institutions in managing and expanding their deposit base. The company offers solutions that enable institutions to sweep funds, source deposits, and provide extended insurance to their depositors through partner institutions. By focusing on attracting and retaining large-value depositors, ModernFi aims to enhance growth and improve balance sheet stability for its clients.
Bluebird Network
Debt Financing in 2023
Bluebird Network is a telecommunications company based in Columbia, Missouri, formed through the integration of Bluebird Media, Missouri Network Alliance, and Illinois Network Alliance. The company operates a robust fiber optic network that spans approximately 6,000 miles, providing high-speed broadband services to communities in Missouri, Illinois, and surrounding states. With over 127 Points of Presence in key cities such as Chicago, St. Louis, Kansas City, Tulsa, Des Moines, Omaha, and Memphis, Bluebird Network aims to enhance connectivity in both rural and urban areas. The company offers a range of services, including Ethernet, internet, data center, dark fiber, and internet exchange services, focusing on delivering secure and reliable connectivity to its customers. Through its partnership with INDATEL, Bluebird extends its reach, connecting independent telephone companies across the United States.
Herban Flow
Grant in 2023
Herban Flow is a non-alcoholic bottle shop that serves a wide variety of beers, wines, spirits, and mocktails, as well as infused beverages like mushrooms, herbs, and cannabis.
Slide Insurance
Debt Financing in 2023
Slide Insurance is an innovative insurance provider that utilizes advanced technology and artificial intelligence to offer homeowners personalized and flexible home insurance solutions. The company's platform is designed to optimize and streamline the insurance process, enabling clients to select coverage that meets their specific needs and budgets. By leveraging extensive datasets for data-driven underwriting, Slide Insurance focuses on enhancing the customer experience while delivering efficient and effective insurance services.
Riverlane
Debt Financing in 2023
Riverlane is a business focused on developing quantum computing software and engineering instruments to enhance the performance of quantum computers. The company collaborates with quantum computer manufacturers to create essential hardware and software tools that address the challenges posed by unstable qubits and system defects. By designing an ultra-low latency quantum operating system, Riverlane accelerates quantum-classical hybrid algorithms, thereby advancing hardware research and development. Their algorithms are specifically engineered to optimize the utilization of the complete quantum computing stack, helping hardware partners mitigate the system errors that currently hinder the effectiveness of quantum computers. Through these innovative solutions, Riverlane aims to transform experimental quantum technologies into viable commercial products.
W. P. Carey
Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.
Orion180 Insurance
Debt Financing in 2023
Orion180 is a InsurTech company providing homeowners insurance throughout the South East. Orion180 leverages its proprietary technology platform to enable independent agents and consumers to quote and bind policies with ease - striving for an overall simplified insurance experience.
Amplified Music Rights
Venture Round in 2023
AMR Songs is a music library rights acquisition service.
Clearsight Advisors
Acquisition in 2021
Clearsight Advisors is an independent merchant banking firm dedicated to providing world-class M&A and capital raising solutions exclusively to growth-oriented Business and Technology services companies. Clearsight combines deep market insights across software, services and data. This market knowledge combined with superior strategic and financial advice allows Clearsight to act as a catalyst, enabling entrepreneurs, private equity owners and board of directors to successfully advance their vision. Clearsight Capital Advisors, Inc., a wholly owned subsidiary, is a registered member of FINRA & SIPC.
Sabal
Acquisition in 2021
Headquartered in Irvine, California, Sabal Capital Partners, LLC and its commercial real estate lending and servicing subsidiaries and affiliates have originated over $4 billion nationally through their highly specialized wholesale lending platform. Sabal strives to keep clients and investors ahead of the curve, representing a corporate philosophy based upon the core practices of innovation, partnership, commitment to excellence and entrepreneurship. Sabal’s dedication to advancing the financial services industry has led to the development of SNAP™, an innovative platform designed to optimize the lending and investment processes and enable a highly efficient interaction between Sabal and its client and investor base. Sabal is a nationally rated Commercial Primary Servicer and Commercial Special Servicer by Morningstar with a CS2 ranking, an S&P Global rated Commercial Mortgage Loan Special Servicer with an average ranking, as well as a Fitch rated CMBS Primary Servicer with a CPS2- ranking and CMBS Special Servicer with a CSS3+ ranking. For more information about Sabal, visit www.sabal.com.
Everstream
Debt Financing in 2021
Everstream Solutions, LLC is a Cleveland-based network service provider specializing in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, ensuring high-speed connectivity with up to 10 Gigabit service. Everstream focuses on delivering reliable and efficient network solutions while maintaining a strong commitment to customer service. Its offerings include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction services. The company also features a 24/7 network operations center staffed by certified technical personnel, enhancing its support for clients.
Elite Residences
Series A in 2021
At Elite Residences, we redefine the essence of opulent living, curating a portfolio of exceptional real estate experiences that go beyond the ordinary. Our commitment to excellence is reflected in every property we represent, combining sophisticated design, prime locations, and unparalleled amenities.
MX Technologies
Series C in 2021
MX is a fintech data company that aims to connect people with their financial data in a way that automates their money experience. It enables fintech and all financial institutions with aggregating, enhancing, analyzing, presenting, and acting on financial data. MX enables banks and credit unions to achieve record-breaking growth by winning their competitor's most profitable account holders. As one of the fastest-growing fintech providers, MX drives customer-centric banking relationships by gathering and providing data upon which online and mobile banking partners and financial institutions can create and deliver next-generation banking applications and solutions. Founded in 2010, MX delivers data aggregation, data cleansing, auto-categorization, classification, money management, custom API, data analytics, marketing, UI, and more. In addition, MX offers an extensive array of client services, ranging from training to custom marketing services. MX currently partners with more than 600 financial institutions and more than 30 digital, online, and mobile banking providers — designating MX as a proven powerhouse in the fintech space.
Everstream
Debt Financing in 2020
Everstream Solutions, LLC is a Cleveland-based network service provider specializing in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, ensuring high-speed connectivity with up to 10 Gigabit service. Everstream focuses on delivering reliable and efficient network solutions while maintaining a strong commitment to customer service. Its offerings include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction services. The company also features a 24/7 network operations center staffed by certified technical personnel, enhancing its support for clients.
Upland BlueVenn
Post in 2019
Upland is a cloud-based enterprise technology tool that helps businesses communicate with clients on key digital channels. The Upland Cloud gives millions of businesses the ability to automate crucial document workflows, manage projects and IT budgets, communicate with customers on important digital channels, and improve sales force effectiveness. The UplandOne platform, which puts consumers at the center of all they do, and a 100% dedication to customer success underpin the Upland Cloud. Upland is based in Austin, Texas, and was established in 2010.
STAG Industrial
Post in 2019
STAG Industrial is a real estate investment trust focused on the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, particularly in secondary markets, with purchase prices exceeding $5 million that are essential to the tenants' operations. While the majority of its portfolio consists of warehouse and distribution facilities, STAG Industrial may also consider properties in primary and tertiary markets when favorable risk-adjusted returns are available. The company generates nearly all of its revenue from rental income, primarily from clients in sectors such as air freight and logistics, with a significant portion of its facilities located in Midwestern and Eastern U.S. cities.
Highland Associates
Acquisition in 2019
Highland Associates architects and engineers, is dedicated to design excellence and service. Highland's principals are active members of the firm, personally and actively involved in the project's planning, design, management, and implementation. Based on this foundation, the firm has grown to include an expert staff with extensive experience in a wide range of project types.
Built Technologies
Series B in 2019
Built Technologies, Inc. is a Nashville-based company that specializes in cloud-based construction loan administration and draw management software. Founded in 2014, the company has developed a platform that enhances productivity, mitigates risk, and improves the overall experience for its users. The software facilitates real-time visibility into construction portfolios, streamlines complex loan administration processes, and accelerates fund disbursement for projects. By integrating file management, custom draw workflows, and comprehensive reporting and risk management features, Built Technologies serves a diverse range of stakeholders, including lenders, borrowers, builders, developers, consultants, and inspectors. The platform aims to reduce construction loan risk, increase loan profitability, and simplify compliance for all users involved in the construction lending process.
dv01
Series B in 2019
dv01, Inc. is a financial analytics company that specializes in providing data and real-time insights for institutional investors, banks, and lenders within the lending markets. Established in 2014 and based in New York, dv01 offers a suite of services including a cloud-based portfolio management solution called dv01 LOANS, which helps institutional investors analyze lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, alongside the Securitization Explorer, a web portal that delivers insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 has facilitated reporting and analytics on significant amounts of online lending and mortgage loans, thereby enhancing transparency and efficiency in the financial sector. The platform aims to streamline workflows and improve data accessibility, ultimately promoting safer lending practices.
Guardian Pharmacy Services
Debt Financing in 2018
Guardian Pharmacy is a prominent pharmacy services provider that focuses on the needs of long-term care communities, including assisted living facilities, skilled nursing homes, group homes, behavioral health centers, and organizations supporting individuals with intellectual and developmental disabilities. The company offers a comprehensive range of technology-enabled services aimed at enhancing medication management and adherence among residents. By emphasizing personalized clinical support and tailored drug dispensing, Guardian Pharmacy seeks to improve clinical outcomes and reduce overall care costs in lower acuity long-term care facilities. Their consultative approach ensures that the pharmacy administration process is efficient and aligned with the specific needs of each community they serve.
BlackArch Partners
Acquisition in 2015
BlackArch Partners LLC is a middle-market investment bank established in 2010 and headquartered in Charlotte, North Carolina, with additional offices in Chicago and Houston. The firm specializes in providing financial advisory services, focusing on mergers and acquisitions, capital raising, and comprehensive transaction support for owner-operators, families, and financial sponsors. BlackArch serves a diverse range of sectors, including aerospace, automotive, business services, consumer products, defense, energy, food and beverage, and transportation, among others. The firm offers strategic guidance throughout the transaction process, from initial positioning to final closing, and is a subsidiary of RFC Financial Services Holding LLC.
IronPlanet
Debt Financing in 2015
IronPlanet is an online marketplace for selling and buying used equipment and other durable assets. IronPlanet connects buyers and sellers of used equipment. It has built a database of more than 3.3 million registered users worldwide. IronPlanet connects buyers and sellers of used equipment with its exclusive IronClad Assurance equipment condition certification and family of brands, including IronPlanet, GovPlanet, TruckPlanet, Kruse Energy and Equipment AuctioneersSM, and Asset Appraisal ServicesSM. Since 2000, IronPlanet has built a database of more than 1.4 million registered users worldwide. It was formerly known as IronPlanet.com and changed its name to IronPlanet in November 2009. The company was founded in 1999 and is headquartered in Pleasanton, California.
Cedar Realty Trust
Post in 2014
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust that owns shopping centers. Our high-quality core portfolio of primarily grocery-anchored shopping centers straddling the Washington, DC to Boston corridor totals 10 million square feet of GLA. We are focused on creating long-term value for our shareholders and long term relationships with our tenants.
Granite Properties
Debt Financing in 2014
Granite Properties is a privately held commercial real estate investment and management company with offices in Atlanta, Dallas, Denver, Houston and Los Angeles. We focus our expertise, business approach and financial resources on adding value to our investments and our communities.
Adreima
Debt Financing in 2013
Adreima advocates for hospitals nationwide, providing eligibility and revenue cycle management services supported by a deep knowledge of state-specific issues and unparalleled in-house expertise. Their know-how and commitment to customer service improves financial performance and builds long-term trusting partnerships.
Salveo Specialty Pharmacy
Debt Financing in 2012
Salveo Specialty Pharmacy is an independent pharmacy that specializes in providing medications and clinical services to patients with chronic conditions. With a commitment to enhancing the wellness and health of its patients, Salveo works closely with customers, referral sources, and insurance plans to ensure effective communication and superior patient care. The company combines its expertise in specialty pharmacy, home infusion, and home healthcare to deliver comprehensive clinical support tailored to the needs of individuals managing long-term health issues.
AmSouth Bancorp
Acquisition in 2006
AmSouth Bancorp offers a range of financial products and services in the United States. The company operates in three segments: Consumer Banking, Commercial Banking, and Wealth Management. The Consumer Banking segment offers various financial services to individuals and small businesses, including loan products, such as residential mortgages, equity lending, credit cards, loans for automobile, and other personal financing needs; and other credit products for small businesses.
Union Planters Bank
Acquisition in 2004
Union Planters Bank is a financial institution based in Memphis, Tennessee, that operates as a multi-state bank holding corporation. It offers a diverse range of products and services, including investment management and mutual funds. The bank also provides various insurance services, such as brokerage, life insurance, and commercial property and casualty insurance. Additional offerings include environmental insurance, title insurance, payroll administration, tax reporting, compliance, and workers compensation. Union Planters Bank is committed to delivering comprehensive financial solutions to meet the needs of its clients.
Independence National Bank
Acquisition in 2002
Independence National Bank is proud to be a community bank located in Greenville, South Carolina. Since opening for business in May, 2005, they have been providing a complete line of business and personal financial products to make banking with us a pleasure Their goal is to deliver services that provide exceptional value to Their customers and offer the kind of personalized service often missing in large commercial banks today. Through sound, secure business practices and in-depth knowledge of the markets they serve, Independence National Bank is committed to ensuring high-quality service to Their customers and local communities.
Regions Insurance
Acquisition in 2001
Regions Insurance provides insurance solutions and risk management services for businesses and individuals in the United States. The company offers commercial property insurance plans, such as business interruption/extra expense, electronic data processing, boiler and machinery/equipment breakdown, flood and earthquake, builders risk, transit/cargo, aviation, construction equipment, and watercraft-hull and liability; commercial casualty insurance plans, including workers compensation, automobile, general and products liability, umbrella/excess, professional and environmental liability, and executive risk; and construction and commercial surety plans.
Morgan Keegan
Acquisition in 2000
Morgan Keegan is a prominent full-service investment firm based in Memphis, Tennessee, established in 1969 by Allen Morgan, Jr. It operates more than 145 offices across 15 states and Canada, serving individual and institutional clients both in the Southern United States and internationally. The firm specializes in wealth management services, which encompass a private client group, equity and fixed-income capital markets, and investment banking. In 2001, Morgan Keegan was acquired by Regions Financial Corporation and later became a wholly owned subsidiary of Raymond James. With a workforce exceeding 2,700 employees and significant equity capital, Morgan Keegan has established itself as a leading player in the financial services industry, aiming to deliver high-quality service and achieve recognition as the premier investment firm in the region.
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