Truist Securities

Truist Securities is the corporate and investment banking division of Truist Financial Corporation, established in 2020 and headquartered in Atlanta, Georgia. The firm offers a comprehensive range of services, including advisory support for mergers and acquisitions, capital raising, sales, trading, and research. Truist Securities serves a diverse array of sectors, such as consumer, retail, logistics, financial services, healthcare, real estate, technology, media, telecommunications, industrials, and services. By providing these services, Truist Securities aims to meet the financial needs of a wide range of clients across various industries.

Daniel Gushman

Managing Director

Jeff Lieberman

Managing Director, Financial Sponsors Group

Lou Serio

Senior Vice President

4 past transactions

Duetti

Debt Financing in 2025
Duetti is a music fintech company that specializes in providing financial solutions for independent musicians. The company acquires catalog rights from artists and monetizes these assets through data-driven strategies and social media marketing. Duetti aims to facilitate quick access to catalog sales, thereby unlocking new investment opportunities for a diverse range of musicians. By offering data-informed pricing for established tracks, the company enables artists to sell individual tracks or portions of their catalog. Duetti's approach not only supports musicians financially but also helps them achieve their professional and personal goals.

Whiskey House of Kentucky

Debt Financing in 2024
Whiskey House of Kentucky, based in Elizabethtown, specializes in custom whiskey production. It offers services like matching existing recipes, creating custom mash bills, and developing new flavor profiles. With a 176-acre facility, it caters to large-scale production needs, providing high customization and competitive pricing through long-term contracts and exceptional customer service.

Office Properties Income Trust

Post in 2024
Office Properties Income Trust is a real estate investment trust based in the United States that primarily owns single-tenant office buildings, as well as multitenant properties. The company's portfolio is largely leased to tenants with high credit quality, including the U.S. government, which serves as its largest tenant, along with smaller government entities and corporations. The properties are located across various regions in the United States, and the company's operations focus solely on the direct ownership of these real estate assets.

RecNation RV & Boat Storage

Debt Financing in 2023
RecNation Storage is a company that owns, operates, and develops specialized storage facilities designed for recreational vehicles and marine vehicles. It focuses on providing a secure environment for customers' vehicles, enhancing facilities with modern lighting and electric options, and offering concierge services to ensure a convenient experience. By prioritizing customer satisfaction and security, RecNation aims to give clients peace of mind, allowing them to fully enjoy their recreational activities.
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