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 an InsurTech company specializing in homeowners insurance across the Southeast. It utilizes a proprietary technology platform designed to simplify the insurance process for both independent agents and consumers. The platform enables real-time quoting, binding, and policy issuance, allowing for a quick and efficient experience when purchasing homeowners insurance. By focusing on innovation and user-friendliness, Orion180 aims to enhance the overall insurance experience, making it easier and more accurate for agents to serve their clients.
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 investment banking firm based in McLean, Virginia, established in 2011. The firm specializes in providing merger and acquisition and capital raising solutions to growth-oriented companies in the business services and technology sectors. With a focus on consulting and outsourcing, public sector technology, financial services, market research, information services, and software, Clearsight leverages its deep market insights to deliver strategic and financial advice. This expertise enables the firm to serve as a catalyst for entrepreneurs, private equity owners, and boards of directors, helping them to advance their business objectives effectively. Clearsight Capital Advisors, Inc., a wholly owned subsidiary, is registered with FINRA and SIPC.
Sabal
Acquisition in 2021
Sabal Capital Partners LLC is a financial services firm based in Irvine, California, specializing in commercial real estate lending and investment. Founded in 2015, the company has originated over $4 billion in loans through its wholesale lending platform, primarily focusing on Freddie Mac Small Balance multifamily loans ranging from $1 million to $7.5 million. Sabal operates exclusively with brokers and correspondent lenders, offering an innovative platform named SNAP™ that streamlines the lending process, enabling efficient interactions and loan processing within 30 days. The firm is recognized as a nationally rated Commercial Primary Servicer and Commercial Special Servicer, demonstrating its commitment to excellence in the financial services industry. By concentrating on small balance loans and providing tailored solutions, Sabal enhances revenue opportunities for its partners while improving borrower satisfaction in the multifamily and commercial real estate sectors.
Everstream Solutions
Debt Financing in 2021
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.
Regions | Enerbank USA
Acquisition in 2021
EnerBank USA is a banking corporation based in Utah that specializes in credit and consumer finance services. The company primarily serves strategic business partners and independent home improvement contractors by providing tailored loan programs. EnerBank USA focuses on simplifying the borrowing process through paperless applications, enabling customers to meet their credit requirements efficiently to achieve their business goals.
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 Solutions
Debt Financing in 2020
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.
Ascentium Capital
Acquisition in 2020
Ascentium Capital LLC specializes in providing equipment lease and financing solutions tailored for small to mid-sized companies across the United States. Established in 2011 and headquartered in Kingwood, Texas, the company focuses on financing a wide range of assets, including computer hardware and software, business machines, office furniture, food service equipment, commercial vehicles, and medical equipment. Ascentium Capital collaborates with equipment manufacturers, distributors, and resellers to deliver flexible financing options to their customers. The company caters to a diverse clientele, including small and mid-sized businesses as well as larger Fortune 500 firms, aiming to support their growth through efficient and accessible financing solutions. As of April 2020, Ascentium Capital operates as a subsidiary of Regions Financial Corporation.
Upland BlueVenn
Post in 2019
Upland Software is a cloud-based provider of enterprise work management software, offering a suite of applications designed to enhance organizational efficiency across various sectors, including finance, marketing, technology, and healthcare. Founded in 2010 and headquartered in Austin, Texas, the company serves over 1,200 enterprise clients and supports approximately 300,000 active users across more than 50 countries. Upland's solutions facilitate strategic planning, project execution, and resource optimization, enabling teams to collaborate effectively and manage workflows seamlessly. By catering to a diverse range of industries, including retail, manufacturing, and government, Upland Software aims to drive business results and improve overall performance for organizations of all sizes.
STAG Industrial
Post in 2019
STAG Industrial, Inc. is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, focusing on those with purchase prices exceeding $5 million, primarily located in secondary markets. Its portfolio mainly consists of warehouse and distribution buildings, with additional assets in manufacturing and flex/office spaces. STAG Industrial generates nearly all of its income from rental revenue, with a significant portion derived from properties situated in Midwestern and Eastern U.S. cities. The company serves a diverse clientele, including air freight and logistics companies, which underscores the critical role its properties play in supporting tenants' business operations.
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 an enterprise technology company that specializes in a cloud-based construction loan administration and draw management platform. Founded in 2014 and headquartered in Nashville, Tennessee, the company aims to mitigate risk and enhance productivity in the construction lending process. Its platform provides features such as file management, custom draw workflows, reporting, and risk management, allowing for real-time visibility into construction portfolios. By streamlining the complex loan administration process, Built Technologies enables various stakeholders—including lenders, borrowers, builders, developers, consultants, and inspectors—to reduce construction loan risk, improve loan profitability, and simplify compliance. The company, originally known as DataFi, LLC, rebranded to Built Technologies in 2015.
dv01
Series B in 2019
dv01, Inc. is a financial technology company based in New York that specializes in providing data management and analytics solutions for institutional investors, banks, and lenders in the financial lending markets. Incorporated in 2014, dv01 offers a range of products, including its cloud-based portfolio management solution, dv01 LOANS, which enables investors to analyze and compare lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, and Securitization Explorer, a web portal designed to enhance investor insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 aims to bring transparency and efficiency to lending markets, facilitating better decision-making and risk management for its clients. The company's platform has reported on significant volumes of online lending and mortgage loans, addressing the need for reliable data in an evolving financial landscape.
Guardian Pharmacy Services
Debt Financing in 2018
Guardian Pharmacy Services is a prominent pharmacy services company that specializes in serving long-term care communities, including assisted living facilities, skilled nursing homes, group homes, and behavioral health centers. The company offers a comprehensive range of technology-enabled services aimed at enhancing medication management and ensuring residents adhere to their prescribed drug regimens. By focusing on individualized clinical support, drug dispensing, and administration, Guardian Pharmacy aims to improve clinical outcomes and reduce healthcare costs for its clients. Their consultative approach and commitment to high-touch service differentiate them in the marketplace, positioning them as a vital partner for organizations that care for individuals with intellectual and developmental disabilities.
First Performance
Venture Round in 2017
First Performance is a provider of a card and customer engagement platform that specializes in subscription management and card engagement solutions. The company offers a comprehensive API platform that enables financial institutions, processors, retailers, and card networks to enhance cardholder experiences through web-based self-service and card control features. Their services include geo-location capabilities, transaction management, and tools for loyalty, alerts, and messaging. By facilitating real-time digital management of cards, First Performance helps reduce fraud and operational costs while empowering cardholders with greater control over their financial activities. Continuous innovation is a key focus, as the company strives to introduce new capabilities such as self-service card controls, spend limits, travel automation, and merchant data cleansing.
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 specializing in the buying and selling of used heavy equipment and durable assets. Founded in 1999 and headquartered in Pleasanton, California, the company connects buyers and sellers through its extensive platform, which features a database of over 3.3 million registered users globally. IronPlanet offers a wide range of equipment, including conventional tractors, trucks, excavators, cranes, and agricultural machinery. To ensure transparency and trust in transactions, it provides the IronClad Assurance certification for equipment condition. The company operates several brands, including GovPlanet, TruckPlanet, and Asset Appraisal Services, catering to diverse sectors such as construction, agriculture, and mining.
Cedar Realty Trust
Post in 2015
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.
Cedar Realty Trust
Post in 2014
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.
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 specializes in providing eligibility and revenue cycle management services for hospitals across the United States. The company offers a range of services, including advocacy for reimbursement, post-payment review, denials management, and clinical auditing. By leveraging its deep understanding of state-specific regulations and in-house expertise, Adreima helps healthcare providers secure appropriate coverage and payment from insured, uninsured, and under-insured patients. Additionally, the company focuses on educating and supporting patients to ensure they understand their financial obligations. Through its commitment to customer service and improving financial performance, Adreima builds long-term partnerships with healthcare institutions, enhancing their overall operational efficiency.
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 is a provider of comprehensive insurance solutions and risk management services for businesses and individuals across the United States. The company specializes in a wide range of insurance offerings, including commercial property insurance plans that cover business interruption, electronic data processing, equipment breakdown, and various natural disasters. It also provides commercial casualty insurance, encompassing workers' compensation, automobile coverage, general and products liability, and executive risk. Additionally, Regions Insurance offers construction and commercial surety plans, as well as life insurance products and related services, such as premium acceptance and policy management. Through its diverse range of services, Regions Insurance aims to meet the varying needs of its clients while ensuring effective risk management.
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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