Transactions
| Date | Client | Amount | Description |
| 8/17/2007 | CNBS | $33,775,000 | Co-Lead Placement Agent |
| 11/2006 | RedPath | $6,500,000 | served as exclusive finacial advisor and placement agent to RedPath |
| 8/31/2006 | Cortez Community Bank | $10,000,000 | Sole Manager and Advisor in the Formation |
| 7/18/2006 | Hometown Banking Company, Inc. | Acquired First of Homestead Inc. | Financial Advisor to Hometown Banking Company |
| 7/17/2006 | Old Harbor Bank | $7,800,000 | Sole Manager |
| 6/21/2006 | Community Southern Bank | $15,000,000 | Sole Manager |
| 4/21/2006 | Freedom Bank | $16,917,370 | Sole Manager and Advisor in the Formation |
| 02/2006 | Provest | recapitalized by Prairie Capital, Financial Investments Corporation, and Concentric Equity Partners | Initiated the transaction and served as financial advisor to Provest |