Transactions
| Date | Client | Amount | Description |
| 10/20/2005 | Northwest Bancorp Inc | Acquired Equinox Financial Corp. | Initiated the transaction and served as financial advisor to Equinox |
| 9/9/2005 | SouthShore Community Bank | $9,020,320 | Sole Manager and Advisor in the Formation |
| 6/10/2005 | FPB Bancorp Inc. | $12,480,000 | Sole Manager |
| 06/2005 | MCS Holding LLC | Acquired MCS Now | Financial Advisor and Placement Agent for MCS Holdings LLC |
| 5/16/2005 | Freedom Bank | $17,249,999 | Sole Manager |
| 02/2005 | Liberty Bank | $13,250,000 | Advisor in the Formation |
| 12/2004 | The Prosperity Banking Company | Reverse merger resulting in a Sub-S corporation | Issued Valuation Opinion |
| 12/2004 | Nature Coast Bank | $10,000,000 | Sole Manager and Advisor in the Formation |