Transactions
| Date | Client | Amount | Description |
| Terminated | Riverside Florida Holding Company | Acquire and recapitalize Riverside Gulf Coast Bank | Financial Advisor to Riverside Gulf Coast Bank |
| Pending | Consumerfirst | $23,000,000 | Sole Manager |
| Pending | American Bank of Florida | $20,000,000 | Sole Manager |
| 12/31/2008 | Old Harbor Bank | Fairness opinion |
| 06/2008 | The Prosperity Banking Company | Valuation opinion |
| 06/2008 | Hometown Banking Company Inc. | Valuation opinion |
| 06/2008 | Freedom Bank | Sold Lakewood Ranch Branch to American Momentum Bank | Financial Advisor to Freedom Bank |
| Terminated | An Investor Group Led by John Rincon | acquire Plus International Bank | Financial Advisor to John Rincon |