Regions Bank

Regions Financial is a finance company and it has launched regions mobile deposit for their customer. Regions Financial Corporation was formed in 1971 as First Alabama Bancshares Inc., Alabama 's first multibank holding company. With the combination of three well-respected banks, the holding company began operations with a total of $543 million in assets and 40 banking locations in Birmingham , Huntsville and Montgomery.
HB

Heather Brewer

SVP and Investor Relations

DN

Dana Nolan

EVP and Head of Investor Relations

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Steve Pfitzer

Investor Relations

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William Ritter

Senior EVP, Head of Wealth Management Group

David Turner Jr.

Senior EVP and CFO

28 past transactions

MX Technologies

Series C in 2021
MX enables fintechs 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.

Guardian Pharmacy

Debt Financing in 2018
Guardian Pharmacy provides pharmaceuticals and pharmaceutical services to assisted living, skilled nursing and correctional facilities, to hospice programs and to behavioral health group homes.

W. P. Carey Inc.

Post in 2023
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases with built-in rent escalators. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry.

Riverlane

Debt Financing in 2023
Riverlane is the most advanced quantum computing software developer

Everstream Solutions, LLC

Debt Financing in 2020
Everstream is a Cleveland based network service provider bringing fiber based Ethernet, Internet and data center solutions to businesses throughout Northeast Ohio. We focus on delivering best-in-class network solutions while providing an unrivaled commitment to customer service. With over 2,500 miles of fiber across 24 counties and comprehensive data center connectivity at 10 Gigabit speed, we provide the fastest, most reliable network in the region. Our 24/7 network operations center is staffed and operated by certified technical staff based in downtown Cleveland.

Sabal Investment Advisors

Acquisition in 2021
Sabal Capital Partners and its commercial real estate lending and servicing subsidiaries and affiliates are focused in the small balance lending space and have originated nearly $3 billion nationally through their highly specialized wholesale lending platform. Sabal’s dedication to advancing the financial services industry has led to the development of SNAP™, an innovative platform designed for Sabal’s exclusive network of brokers and bank partners to enable increased revenue, exceptional borrower satisfaction and reduced effort navigating small balance loans, from origination to close.

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.

BlackArch Partners

Acquisition in 2015
BlackArch Partners LLC offers financial advisory services to middle market companies. The firm offers mergers and acquisitions and capital raising advisory services. It caters to aerospace, automotive, business services, consumer products, defense, distribution, energy, food and beverage, industrials, logistics, manufacturing, and transportation sectors. BlackArch Partners LLC is based in Charlotte, North Carolina with additional offices at Chicago, Illinois and Houston, Texas. BlackArch Partners LLC operates as a subsidiary of RFC Financial Services Holding LLC.

Stag Industrial

Post in 2019
STAG Industrial, Inc. (STAG) is a self-administered and self-managed full-service real estate company focused on the acquisition, ownership and management of single tenant industrial properties throughout the United States. STAG Industrial target the acquisition of individual Class B, single tenant industrial properties predominantly in secondary markets throughout the United States with purchase prices above $5 million that are critical to the tenants' businesses. Where appropriate risk adjusted returns present themselves, we also may acquire assets in both primary and tertiary markets. Their properties include warehouse/distribution, manufacturing and flex/office buildings.

First Performance Global

Venture Round in 2017
First Performance Global provides an innovative platform that captures card transaction data in real-time, through integration with existing card authorization systems. The platform enables the delivery of card data, geolocation information, controls, alerts, social media messaging, self-service, and call center management. The company empowers card issuers to provide their customers with self-service automation and personalized management of their accounts, and utilize the platform to address timely market conditions, to stay competitive, and to have a flexible set of tools to meet future business, market, and regulatory demands. For more information, visitwww.firstperformance.com

Cedar Realty Trust

Post in 2015
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust which focuses on the ownership, operation and redevelopment of grocery-anchored shopping centers in high-density urban markets from Washington, D.C. to Boston. The Company’s portfolio (excluding properties treated as “held for sale”) comprises 54 properties, with approximately 8.2 million square feet of gross leasable area.

Everstream Solutions, LLC

Debt Financing in 2021
Everstream is a Cleveland based network service provider bringing fiber based Ethernet, Internet and data center solutions to businesses throughout Northeast Ohio. We focus on delivering best-in-class network solutions while providing an unrivaled commitment to customer service. With over 2,500 miles of fiber across 24 counties and comprehensive data center connectivity at 10 Gigabit speed, we provide the fastest, most reliable network in the region. Our 24/7 network operations center is staffed and operated by certified technical staff based in downtown Cleveland.

dv01, Inc.

Series B in 2019
dv01, Inc. provides data and real-time insights for institutional investors, banks, and lenders in the financial lending markets. The company offers dv01 LOANS, a cloud-based portfolio management solution that compares and analyzes the lenders data for institutional investors; and dv01 BONDS, a loan data agent service for securitizations. It also offers Securitization Explorer, a web portal to provide investors with insights into securitizations of consumer loans; and a cash flow engine for securitizations. dv01, Inc. was incorporated in 2014 and is headquartered in New York, New York.

Highland Associates

Acquisition in 2019
Highland Associates is an architecture & planning firm that offers architectural, engineering, and designing services.

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.

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 United States financial institution and multi-state bank holding corporation headquartered in Memphis, Tennessee.

Salveo Specialty Pharmacy

Debt Financing in 2012
Salveo Specialty Pharmacy® is an independent specialty pharmacy company that provides a wide array of medications and clinical services to patients with chronic conditions. "Salveo" means to be well and in good health. Their purpose is to enhance and support the wellness and good health of each and every one of our patients. They work closely with their customers, referral sources and insurance plans to facilitate the communication needed to achieve a superior level of patient care.

Morgan Keegan Ventures

Acquisition in 2000
Morgan Keegan Ventures is a private equity company that provides early-stage investments to firms in the technology industry. It was founded in 1969 and is based in Tennessee.

Ascentium Capital

Acquisition in 2020
Ascentium Capital provides equipment and technology financing solutions. Their unique finance platform, combined with exceptional customer service, paves the way for fast, flexible financing for virtually any business need. We provide financing and leasing for manufacturers, distributors, resellers, franchise organizations, as well as providing direct financing options for small, mid-sized and Fortune 500 companies. They will help fuel your company's growth.

Cedar Realty Trust

Post in 2014
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust which focuses on the ownership, operation and redevelopment of grocery-anchored shopping centers in high-density urban markets from Washington, D.C. to Boston. The Company’s portfolio (excluding properties treated as “held for sale”) comprises 54 properties, with approximately 8.2 million square feet of gross leasable area.

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.

Upland Software

Post in 2019
Upland Software is the world’s largest cloud provider of Enterprise Work Management software. Upland is the only cloud software provider that offers a comprehensive family of best-of-breed applications that enable organizations to align their goals, projects and programs, optimize their resource utilization and workflows, efficiently manage content and information, and empower teams to collaborate and work effectively. From strategic planning to work execution, Upland drives business results for more than 1,200 enterprise clients with 300,000 active users in 50 plus countries.

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.

Built Technologies

Series B in 2019
Built Technologies, Inc. develops a cloud based construction loan administration and draw management platform to manage risk, maximize productivity, and, improve customer experience. The product offers file management, custom draw workflows, reporting and risk management, and integration capabilities. The company serves lenders, borrowers, builders, developers, consultants, and inspectors. Built Technologies, Inc. was formerly known as DataFi, LLC and changed its name to Built Technologies, Inc. on August 10, 2015. The company was incorporated in 2014 and is based in Nashville, Tennessee.

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.