Transactions
| Date | Client | Amount | Description |
| 08/2004 | Federal Trust Corporation | $10,500,000 | Sole Manager |
| 07/2004 | Central Florida State Bank | $9,240,000 | Sole Manager |
| 07/2004 | Old Harbor Bank | $9,499,226 | Sole Manager |
| 04/2004 | Coral Gables Trust Company | Advisor in the Formation and Initial Capitalization |
| 03/2004 | Cortez Community Bank | $9,257,500 | Sole Manager |
| 03/2004 | Gulf Bank | Sold substantially all of its assets and liabilities to Pan American Bank | Financial Advisor and Issued Fairness Opinion to Gulf Bank |
| 12/2003 | FMB Banking Corporation | completed a reverse merger resulting in a Sub-S corporation | Issued Valuation Opinion |
| 12/2003 | Horizon Financial Corp. | Issued Fairness Opinion in Connection to Proposed Merger |