Regions Financial

Regions Financial is a financial institution based in Birmingham, Alabama, founded in 1971. Through its subsidiary, Regions Bank, it offers a comprehensive suite of services including personal banking, small business banking, commercial banking, and wealth management. Personal banking services encompass checking and savings accounts, debit cards, cash management solutions, and various protection services. Small business offerings include merchant processing, payroll services, and credit solutions. In the commercial sector, Regions provides asset-based lending, equipment financing, and government financing. Wealth management services cover private wealth management, estate planning, and specialized trusts. Regions Financial operates branches across multiple states, serving a diverse clientele with a focus on meeting their banking and financial needs.

April Grajales

SVP, Tampa Market Executive and Tampa Bay Commerical Area Executive

29 past transactions

Riverlane

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

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.

Orion180

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.

Sabal

Acquisition in 2021
Sabal Capital Partners LLC, founded in 2015 and based in Irvine, California, is a diversified financial services firm specializing in commercial real estate lending and investment. The company has originated over $4 billion nationally through its wholesale lending platform, focusing exclusively on Freddie Mac Small Balance multifamily loans ranging from $1 million to $7.5 million. Sabal collaborates with brokers and correspondent lenders rather than engaging directly with borrowers. Its proprietary SNAP™ platform streamlines the lending and investment processes, enabling efficient interactions and timely loan approvals, often within 30 days. Recognized for its excellence, Sabal holds high ratings as a Commercial Primary Servicer and Commercial Special Servicer from leading rating agencies.

Everstream

Debt Financing in 2021
Everstream Solutions, LLC is a Cleveland-based network service provider that specializes in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates over 2,500 miles of fiber across 24 counties, offering reliable connectivity and high-speed data transfer with 10 Gigabit capabilities. Everstream's services include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction solutions, catering primarily to mid and large-sized enterprises. The company prides itself on exceptional customer service and operates a 24/7 network operations center staffed by certified technical personnel.

EnerBank USA

Acquisition in 2021
Provider of credit and consumer finance services catering to strategic business partners and independent home improvement contractors. The company offers customized loan programs with paperless applications, thereby helping customers with their credit requirement needs for business goals and objectives.

MX

Series C in 2021
MX is a fintech data company established in 2010 that focuses on enhancing the financial experiences of individuals by automating access to their financial data. The company provides software solutions for banks, credit unions, and financial technology innovators, enabling them to aggregate, analyze, and present financial data effectively. By offering services such as data cleansing, auto-categorization, custom APIs, and data analytics, MX helps financial institutions improve customer engagement and drive growth. The company has established partnerships with over 600 financial institutions and more than 30 digital banking providers, positioning itself as a significant player in the fintech industry. MX's emphasis on customer-centric banking relationships allows clients to develop next-generation banking applications and solutions, ultimately leading to enhanced financial management for users.

Everstream

Debt Financing in 2020
Everstream Solutions, LLC is a Cleveland-based network service provider that specializes in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates over 2,500 miles of fiber across 24 counties, offering reliable connectivity and high-speed data transfer with 10 Gigabit capabilities. Everstream's services include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction solutions, catering primarily to mid and large-sized enterprises. The company prides itself on exceptional customer service and operates a 24/7 network operations center staffed by certified technical personnel.

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 provider specializing in enterprise work management software. The company offers a suite of applications designed to help organizations optimize their goals, projects, and workflows, enhancing resource utilization and team collaboration. Upland's services include marketing, analytics, workflow automation, IT financial management, and project management, catering to a diverse clientele that spans large corporations, government agencies, and small to medium-sized businesses across various sectors such as finance, healthcare, retail, and technology. Founded in 2010 and based in Austin, Texas, Upland has established a robust presence with over 1,200 clients and 300,000 active users in more than 50 countries.

Stag Industrial

Post in 2019
Stag Industrial 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 in secondary markets, focusing on those with purchase prices exceeding $5 million that are essential to their tenants' operations. Stag Industrial may also consider opportunities in primary and tertiary markets when favorable risk-adjusted returns are available. The portfolio includes various types of properties, such as warehouse and distribution centers, manufacturing facilities, and flex/office buildings.

Highland Associates

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

Built Technologies

Series B in 2019
Built Technologies, Inc. is a provider of cloud-based construction loan administration and draw management software designed to enhance risk management, productivity, and customer experience in the construction lending sector. The platform offers features such as file management, custom draw workflows, and integration capabilities, allowing lenders, borrowers, builders, developers, consultants, and inspectors to collaborate effectively. By digitizing the draw management process, Built reduces construction loan risks, increases loan profitability, and simplifies compliance for a diverse range of clients, including small, regional, and national lenders across the United States. Established in 2014 and headquartered in Nashville, Tennessee, the company was previously known as DataFi, LLC before rebranding in 2015.

dv01

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.

Guardian Pharmacy LLC

Debt Financing in 2018
Guardian Pharmacy specializes in providing pharmaceutical services to various healthcare settings, including assisted living facilities, skilled nursing homes, correctional institutions, hospice programs, and behavioral health group homes. The company offers a comprehensive range of technology-enabled services aimed at ensuring that residents adhere to their prescribed medication regimens. By focusing on individualized clinical support, drug dispensing, and administration, Guardian Pharmacy seeks to enhance care quality and improve clinical outcomes while also reducing overall healthcare costs. Its tailored approach is particularly beneficial for residents in lower acuity long-term care facilities, where personalized attention is essential for effective medication management.

First Performance

Venture Round in 2017
First Performance Global is a developer of a card and customer engagement platform that focuses on enhancing financial transactions for card issuers and their customers. The platform captures real-time card transaction data through integration with existing authorization systems and offers a variety of services, including self-service automation, card controls, geolocation services, and transaction management. It enables financial institutions, processors, retailers, and card networks to provide personalized management tools that empower cardholders to manage their accounts effectively. Additionally, the platform includes features for loyalty programs, alerts, and messaging, which help reduce fraud and operational costs while improving customer engagement. Overall, First Performance aims to support financial institutions in adapting to market conditions and regulatory demands through innovative technology solutions.

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.

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 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 from Washington, D.C. to Boston. The company's portfolio includes 54 properties, encompassing approximately 8.2 million square feet of gross leasable area. Cedar Realty Trust generates its revenue primarily from rents and operating expense reimbursements received through long-term leases with tenants. The focus on grocery-anchored centers positions the company to cater to essential retail needs in densely populated areas, contributing to its long-term value creation strategy.

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 from Washington, D.C. to Boston. The company's portfolio includes 54 properties, encompassing approximately 8.2 million square feet of gross leasable area. Cedar Realty Trust generates its revenue primarily from rents and operating expense reimbursements received through long-term leases with tenants. The focus on grocery-anchored centers positions the company to cater to essential retail needs in densely populated areas, contributing to its long-term value creation strategy.

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 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.

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.

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 offers a comprehensive range of insurance solutions and risk management services tailored for both businesses and individuals across the United States. Its portfolio includes commercial property insurance, which encompasses business interruption, electronic data processing, equipment breakdown, and various environmental risks. Additionally, the company provides commercial casualty insurance, covering workers' compensation, general liability, and professional liability among others. Furthermore, Regions Insurance specializes in construction and commercial surety plans, ensuring a well-rounded approach to risk management for its clients. The firm is also involved in life insurance products and related services, including policy management and premium acceptance.

Morgan Keegan

Acquisition in 2000
Morgan Keegan & Company, Inc. is a prominent full-service investment firm based in Memphis, Tennessee, with a significant presence in the Southern United States and beyond. Established in 1969, the firm operates over 145 offices across 15 states and Canada, catering to individual investors and institutional clients. As a subsidiary of Regions Financial Corporation since 2001, Morgan Keegan has built a reputation in the financial services sector, employing more than 2,700 professionals and managing substantial equity capital. The firm offers a range of services, including wealth management, private client advisory, and investment banking, which encompasses equity and fixed-income capital markets. Morgan Keegan aims to uphold its tradition of providing high-quality service, striving to be recognized as the leading investment firm in its region.
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