50+ total transactions representing $120B+ in aggregate value — 17 tracked below spanning 2015–2025 · 2 industries
Exclusive financial advisor to Bank of Idaho Holding Co. in its sale to Glacier Bancorp. Transaction valued at $245.4 million. BOID had $1.3 billion in total assets.
Financial advisor to American Plus Bank in its acquisition of the Long Beach branch of United Fidelity Bank. Transaction included $74 million in loans and $117 million in deposits.
Financial advisor to Southern California Bancorp in its merger of equals with California Bancorp, creating a premier California business bank.
Exclusive financial advisor to Bancorp 34 in its merger with Commerce Bank of Arizona.
Exclusive financial advisor to Suncrest Bank in its merger with CVB Financial Corp.
Sole placement agent to Bank of Idaho in connection with its $53.3 million common equity offering.
Exclusive financial advisor to Southern California Bancorp in its acquisition of Bank of Santa Clarita.
Sole placement agent to Goldwater Bank in connection with its $15 million, 4.00% fixed-to-floating rate subordinated debt offering.
Exclusive financial advisor to Southern California Bancorp in its acquisition of CalWest Bank.
Exclusive financial advisor to Suncrest Bank in its acquisition of CBBC Bancorp.
Exclusive financial advisor to PBB Bancorp in connection with its sale to First Foundation.
Exclusive financial advisor to Commerce Bank of Temecula Valley in its sale to Nano Financial Holdings.
Exclusive financial advisor to Southern California Bancorp in its acquisition of Americas United Bank.
Exclusive financial advisor to Plaza Bank in its sale to BayCom Corp.
Advisor to Manifest Financial in its acquisition of Nerve, an innovative banking platform serving creators and entrepreneurs.