Transactions
| Date | Client | Amount | Description |
|
July 2011 |
Old Harbor Bank |
Exclusive financial advisor on pending sale to Community Bank & Co. |
|
June 2011 |
Florida-based Community Bank |
$5,000,000 |
Non-performing loan sale - Financial Advisor |
|
December 2010 |
Pilot Bank |
$1,100,000 |
Placement Agent and Financial Advisor on common stock private placement |
|
December 2010 |
Florida Capital Group |
$15,000,000 |
Placement Agent for portion of offering |
|
November 2010 |
Old Harbor Bank |
$5,000,000 |
Placement Agent for Committed Equity Line Facility |
|
December 2010 |
Southeast-based Community Bank |
$2,100,000 |
Performing CRE Loan Sale - Financial Advisor |
|
October 2010 |
Southeast-based Community Bank |
$23,000,000 |
Performing CRE Loan Sale - Financial Advisor |
|
September 2010 |
Peninsula Bank a division of Premier Bank |
$4,300,000 |
Non-performing CRE Loan Sale - Financial Advisor |