Valley National Bank

Valley National Bancorp, operating as Valley Bank, is a regional bank holding company based in Wayne, New Jersey. The bank provides a range of financial services, including personal and commercial banking, investment services, and wealth management solutions. It focuses on serving individuals, businesses, and communities throughout its operating regions. Valley Bank aims to meet the diverse needs of its customers by offering tailored financial products and services designed to enhance their financial well-being and support local economic growth.

Russell Barrett

Senior Executive Vice President and COO

7 past transactions

Green Thumb Industries

Post in 2024
Green Thumb Industries is a prominent cannabis cultivator, processor, and dispensary operator based in Chicago, Illinois. Founded in 2014, the company produces and sells a wide range of cannabis products for both medical and adult-use markets in the United States. Its product portfolio includes cannabis flower, edibles, concentrates, and topicals, marketed under well-known brands such as Rythm, Dogwalkers, incredibles, and Dr. Solomon’s. Green Thumb operates 92 retail stores branded as RISE and has established a presence in 14 states, focusing on expansion in areas with limited licenses and high population density. With approximately 4,000 employees, the company serves millions of customers each year through both wholesale distribution to third-party retailers and direct sales to consumers in its own stores.

Pagaya

Post in 2024
Pagaya is a financial technology company that is transforming the asset management and lending marketplaces through the use of machine learning and big data analytics. It focuses on managing institutional money, particularly in fixed income and alternative credit, offering discretionary funds to institutions such as pension funds, insurance companies, and banks. Pagaya utilizes its proprietary technology platform, Pagaya Pulse, which employs advanced artificial intelligence algorithms to enhance performance and scalability. Additionally, Pagaya aims to improve the credit industry by providing a comprehensive solution that enhances customer experience and accessibility to credit, integrating seamlessly into its network of partners through a proprietary API. The company primarily generates its revenue from the United States.

ARM Energy

Debt Financing in 2023
ARM Energy Management, LLC is an energy marketing and infrastructure firm based in Houston, Texas, and was established in 2011. The company specializes in oil and gas marketing, transportation, asset management, and trading services. As a subsidiary of ARM Energy Holdings, LLC, it aims to provide innovative solutions throughout the energy value chain. ARM Energy offers market intelligence, risk management, and midstream services to support oil and gas producers in developing effective strategies for value protection. By leveraging a diverse information-gathering platform, the company seeks to mitigate the cyclical nature of the energy market, enabling clients to enhance their portfolios and improve renewable energy resources in a cost-effective manner.

BB Energy

Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading of various petroleum products, including crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen. The company offers a comprehensive range of services encompassing trading, operations, chartering, logistics, storage, refining, and financing, aimed at facilitating efficient energy transactions. By leveraging its expertise in these areas, BB Energy effectively caters to the diverse needs of its customers within the energy sector.

Finexio

Series B in 2022
Finexio operates a payment platform that streamlines accounts payable processes for medium and large corporations. By leveraging a unique network of closed loop systems, Finexio eliminates the need for paper checks, allowing businesses to identify suppliers that can be paid electronically. The platform facilitates direct transfers to suppliers' bank accounts without requiring sensitive bank account information, thereby reducing transaction costs associated with traditional payment methods. Finexio integrates with various payment aggregators, accounts payable automation, and procurement software, providing a more efficient payment solution that significantly lowers fees compared to standard commercial payment costs.

Bank Leumi USA

Acquisition in 2021
Bank Leumi USA is a full-service bank that provides a wide array of commercial and private banking products and services in the United States. Established in 1954 and headquartered in New York, the bank offers commercial banking solutions such as cash management, various lending products, trade finance, and treasury solutions tailored for multiple sectors including healthcare and real estate. In addition to commercial services, Bank Leumi USA specializes in private banking, offering customized wealth management solutions that encompass investments, liquidity management, and estate planning. The bank also provides online banking services, securities and insurance products, and investment advisory services through its brokerage subsidiary. With locations in New York, Illinois, California, and Florida, Bank Leumi USA has maintained a commitment to excellence for over six decades, focusing on understanding client needs to deliver tailored financial solutions.

Progress Capital

Debt Financing in 2019
Progress Capital is a commercial mortgage banking firm that specializes in arranging financing for commercial real estate owners and residential developers. Founded in 1990, the firm has successfully closed over $40 billion in commercial loans, leveraging this extensive experience to negotiate favorable terms for its clients. Progress Capital provides comprehensive services that include in-house underwriting and closing specialists, ensuring meticulous management of the loan process. The firm focuses on a variety of property types, including mixed-use, multi-family, construction, industrial, retail, office, and commercial storage properties, helping clients achieve their financial objectives through reliable financing and expert execution.
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