Transactions
| Date | Client | Amount | Description |
| 12/2003 | CenterState Bank Mid Florida | Advisor in the Formation and Initial Capitalization |
| 07/2003 | Old Harbor Bank | $7,780,000 | Advisor in the Formation and Sales Agent for portion of Initial Capital |
| 06/2003 | First Community Bank Corporation of America | $7,980,000 | Sole Manager |
| 05/2003 | Nexland | Acquired by Symantec | Issued a fairness opinion to Nexland |
| 02/2003 | Madison Bank | sold its Walsingham branch to Cornerstone Community Bank | Financial Advisor to Madison Bank |
| 02/2003 | The Palm Bank | $12,152,000 | Advisor in the Formation and Initial Capitalization |
| 10/2002 | Cornerstone Community Bank | $6,000,000 | Sole Manager |
| 08/2002 | Legacy Trust Company | Advisor in the Formation and Initial Capitalization |