300+ total transactions representing $Hundreds of billions in aggregate transaction value in aggregate value — 12 tracked below spanning 2014–2022 · 1 industry
300+
Total Transactions
1
Industries
2014–2022
Years Active
Financial Services12
Merger of First National Bank of Kemp and First State Bank of Rice to form Harmony Bank2022
Strategic acquirer: First State Bank of Rice (merged to form Harmony Bank)
Exclusive financial advisor to First National Bank in merger to create combined Central Texas bank.
$300M-$400MMergerSell Side Advisor
Sale of State Bank of Herscher to Venture Capital Group2022
Acquired by: Hard Yaka (venture capital)
Exclusive sell-side advisor on the sale of a two-branch Illinois bank to a venture capital sponsor.
$150M-$170MSell SideSell Side Advisor
Merger of Dilley State Bank with First State Bank of Louise2020
Strategic acquirer: First State Bank of Louise
Exclusive financial advisor to Dilley State Bank in merger with larger Texas regional bank.
$140M-$150MMergerSell Side Advisor
Moody National Bank acquires Spirit of Texas Bank branch2020
Strategic acquirer: Moody National Bank
Financial advisor to Moody National Bank on acquisition of branch from larger regional competitor.
$50M-$100M (branch)Sell SideBuy Side Advisor
Merger of Bank of Austin with Bank of San Antonio2020
Strategic acquirer: Bank of San Antonio
Exclusive financial advisor to Bank of Austin in merger creating combined Central Texas bank.
$200M-$250MMergerSell Side Advisor
Acquisition of Chester County Bancshares by F&M Bancshares2019
Strategic acquirer: F&M Bancshares Inc.
Financial advisor to F&M Bancshares on acquisition of Tennessee regional bank.
$70M-$80MBuy SideBuy Side Advisor
Acquisition of Texas First Bancshares by BancorpSouth Bank2019
Strategic acquirer: BancorpSouth Bank
Exclusive financial advisor to Texas First Bancshares in acquisition by large regional consolidator BancorpSouth.
$380M-$400MSell SideSell Side Advisor
Merger of First Beeville Financial Corporation with Spirit of Texas Bancshares2018
Strategic acquirer: Spirit of Texas Bancshares, Inc.
Exclusive financial advisor to First Beeville Financial in merger with larger Texas regional consolidator.
$400M-$420MMergerSell Side Advisor
Acquisition of PSB Bancshares by River Financial Corporation2018
Strategic acquirer: River Financial Corporation
Financial advisor to River Financial Corporation on acquisition of Alabama bank.
$180M-$200MBuy SideBuy Side Advisor
Acquisition of Kansas Bank Corporation by Equity Bancshares2017
Strategic acquirer: Equity Bancshares, Inc.
Financial advisor to Kansas Bank Corporation in acquisition by larger regional bank holding company.
$300M-$330MSell SideSell Side Advisor
Acquisition of Signature Bancshares by Heartland Financial USA2017
Strategic acquirer: Heartland Financial USA, Inc.
Financial advisor to Signature Bancshares in acquisition by Heartland Financial, a major Midwest regional consolidator.
$380M-$410MSell SideSell Side Advisor
Sale of Teche Federal Bank to IBERIABANK Corp2014
Strategic acquirer: IBERIABANK Corp.
Exclusive advisor to Teche Federal Bank on sale to major Louisiana-based regional bank consolidator IBERIABANK.