About our client
CBank was founded in Cincinnati to serve the banking needs of the region’s privately held businesses and the professionals that service them.
About our client
FS Bancorp, Inc. is the holding company for 1st Security Bank of Washington, member FDIC and Equal Housing Lender, which provides loan and deposit services to customers at its twenty-one branches and mortgage services at each branch.
About our client
Main Street Financial Services Corp. operates as the financial services holding company for Main Street Bank Corp. that provides various banking products and services.
About our client
Ally Financial Inc. is a leading digital financial-services company with $191.8 billion in assets as of December 31, 2022.
About our client
Home Federal Bancorp, Inc. of Louisiana is a full-service community bank committed to providing an unparalleled level of personal service while helping customers meet all their financial needs.
About our client
Founded in 2004, Ares Capital is a leading specialty finance company focused on providing direct loans and other investments in private middle market companies in the United States.
About our client
Founded in 1999, TowneBank is a company built on relationships, offering a full range of banking and other financial services, with a focus of serving others and enriching lives.
About our client
Skyward Specialty Insurance Group, Inc. is a rapidly growing specialty insurance company, delivering commercial property and casualty products and solutions on a non-admitted and admitted basis.
About our client
Alvarium is an independent investment firm, global multi-family office and merchant banking boutique providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific.
About our client
Emclaire Financial Corp operates as the bank holding company for The Farmers National Bank of Emlenton that provides retail and commercial financial products and services to individuals and businesses in western Pennsylvania.
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Renasant Corporation is the parent of Renasant Bank, a 119 year-old financial services institution.
About our client
Liberty Bancshares, Inc. is a registered Ohio bank holding company and the parent of Liberty National Bank which operates six offices in Central and Northwest Ohio.
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Surrey Bancorp is the bank holding company for Surrey Bank & Trust, headquartered in Mount Airy, North Carolina. Surrey offers a relationship-based and highly bespoke banking experience to individuals, professionals, and small to mid-sized business customers.
About our client
Capital Southwest is a Dallas, Texas-based, internally managed business development company with approximately $1.1 billion in investments at fair value as of September 30, 2022.
About our client
Founded in 2004, Ares Capital is a leading specialty finance company focused on providing direct loans and other investments in private middle market companies in the United States.
About our client
Miracle Mile Advisors is a registered investment advisor committed to providing dynamic financial planning and custom investment management to high-net-worth individuals, families, business owners and institutions.
About our client
Peoples Bancorp Inc. is a diversified financial services holding company that makes available a complete line of banking, trust and investment, insurance, premium financing and equipment leasing solutions through its subsidiaries.
About our client
Business First Bancshares, Inc. is the Baton Rouge, LA-based holding company for b1Bank, which conducts business from its 44 full-service banking offices, 3 loan production offices and 1 de novo branch across Louisiana, and in the Dallas and Houston markets.
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MVB Financial Corp., the innovative financial holding company of MVB Bank, is publicly traded on The Nasdaq Capital Market® under the ticker “MVBF.”
About our client
Through its wholly owned subsidiary, Allegiance Bank, Allegiance provides a diversified range of commercial banking services primarily to small- to medium-sized businesses and individual customers in the Houston region.
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Spend Life Wisely Company ("SLW" or the "Company") is the holding company for Durant, Oklahoma based First United Bank and Trust Company.
About our client
CI Financial Corp. is an independent company offering global asset management and wealth management advisory services.
About our client
Hallmark Financial Services, Inc. is a diversified specialty property and casualty insurer that underwrites, markets, distributes, and services insurance products to businesses and individuals in the United States.
About our client
Founded in 2004, Covington Capital Management is a registered investment advisor offering customized wealth management, financial planning and investment management to high-net-worth families, foundations and non-profits nationwide.
About our client
Spend Life Wisely Company ("SLW" or the "Company") is the holding company for Durant, Oklahoma based First United Bank and Trust Company.
About our client
Founded in 2013, the Canadian-owned independent wealth management and planning advisory firm group is headquartered in Vancouver, B.C., and has a rapidly growing network that currently consists of 25 branches across Canada.
About our client
Founded in 1999, Highland provides wealth counseling, investment management and financial planning services to executives, professionals, business owners, wealth beneficiaries and other high-net-worth households.
About our client
Escalate Capital Partners is a private credit and growth equity investment firm that targets rapidly growing later-stage companies within the software, services, and healthcare sectors.
About our client
Midland States Bancorp, Inc. is a community-based financial holding company headquartered in Effingham, Illinois, and is the sole shareholder of Midland States Bank.
About our client
Bankwell Financial Group is the bank holding company for Bankwell, a community bank that provides banking and lending services to businesses and residents throughout Connecticut.
About our client
Integrated Financial Holdings, Inc. is headquartered in Raleigh, N.C., and is the parent company of five wholly owned subsidiaries, including West Town Bank & Trust (“WTBT”) and Windsor Advantage, LLC (“Windsor”).
About our client
Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals.
About our client
Founded in 2004, Ares Capital is a leading specialty finance company focused on providing direct loans and other investments in private middle market companies in the United States.
About our client
HomeTrust Bancshares, Inc. is the Asheville-based bank holding company for HomeTrust Bank, which converted from mutual to stock ownership in 2011 and currently operates 34 branches across NC, SC, TN, and VA.
About our client
MPB BHC, INC. operates as the holding company for Metro Phoenix Bank, Inc. which provides community banking products and services to small- to mid-sized businesses and real estate professionals.
About our client
Wintrust is a financial holding company with assets of approximately $50 billion whose common stock is traded on the NASDAQ Global Select Market.
About our client
BNY Mellon is a global investments company dedicated to helping its clients manage and service their
financial assets throughout the investment lifecycle.
About our client
Ally Financial Inc. is a leading digital financial-services company with $184.3 billion in assets as of March 31, 2022.
About our client
TriState Capital Holding is a diversified financial services firm providing banking and asset management services to individuals, corporations and municipalities.
About our client
Meristem Family Wealth is an independent wealth management firm with $5.4 billion in assets under management. With Meristem engaged, prosperous families are poised to help extend their wealth in order to make an impact for themselves, future generations, and their communities.
About our client
Dime Community Bancshares, Inc., a New York corporation, is a bank holding company engaged in commercial banking and financial services through its wholly owned subsidiary, Dime Community Bank ("Dime").
About our client
Hutcheson Enterprises, Inc. (“Hutcheson” or the “Company”) is a family-owned, Huntsville, Alabama-based financial services firm serving unbanked and underbanked consumers.
About our client
Established in 1993, Kneip Communications SA is a leader in fund data management and reporting solutions for the asset management industry.
About our client
Home Bancorp is a Louisiana corporation that became the holding company for Home Bank in October 2008 upon Home Bank’s mutual to stock conversion. Home Bank is a federally chartered, community-oriented bank and was originally organized in 1908 in Lafayette, Louisiana.
About our client
Headquartered in Dallas, Texas, Veritex Holdings Inc., is a bank holding company that conducts banking activities through its wholly-owned subsidiary, Veritex Community Bank, with locations throughout the Dallas-Fort Worth metroplex and in the Houston metropolitan area.
About our client
Founded in 1999, Chicago-based CIH provides clients with the critical information, tools and skills needed to make better marketing decisions.
About our client
SouthState Corporation is a financial services company headquartered in Winter Haven, Florida. SouthState Bank, N.A., the company's nationally chartered bank subsidiary, provides consumer, commercial, mortgage and wealth management solutions to more than one million customers.
About our client
Cohen & Steers Real Estate Opportunities and Income Fund’s primary investment objective is high current income. The Fund's secondary investment objective is capital appreciation. The Fund is investing at least 80% of its managed assets in a portfolio of real estate-related investments and preferred securities.
