Recent Transactions

Recent Transactions

Relationship Driven in a Transactional World

All

M&A

Capital Markets

Fairness Opinions

Undisclosed

Exclusive financial advisor to Manifest Financial in connection with its acquisition of Nerve Money

Feb 2024

$234M

Exclusive financial advisor to Southern California Bancorp in connection with its merger of equals with California Bancorp

Jan 2024

$28M

Exclusive financial advisor to Bancorp 34, Inc in connection with its merger with Commerce Bank of Arizona

Apr 2023

$27.9M

Sole placement agent to Bancorp 34, Inc. in connection with its common equity offering led by Castle Creek Advisors

Jan 2023

$24M

Exclusive financial advisor to Deepstack Technologies in connection with its sale to Banc of California, Inc.

Sep 2022

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its acquisition of five branches from HomeStreet, Inc.

Aug 2022

$53.3M

Sole placement agent to Bank of Idaho in connection with its $53.3M common equity offering

May 2022

$234.2M

Exclusive financial advisor to Suncrest Bank in connection with its merger with CVB Financial Corp.

Jan 2022

Undisclosed

Exclusive financial advisor to Tidal Commerce in connection with its acquisition of Merchant Bancard Processing

Nov 2021

$15M

Sole placement agent to Goldwater Bank in connection with its $15M, 4.00% fixed-to-floating rate subordinated debt offering

Oct 2021

$68M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Bank of Santa Clarita

Oct 2021

$6M

Sole placement agent to Republic Bank of Arizona in connection with its $6M, 5.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$25M

Co-placement agent to Bancorp 34, Inc. in connection with its $25M, 4.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$5M

Sole placement agent to Liberty Bank in connection with its $5M, 5.50% fixed-to-floating rate subordinated debt offering

Mar 2021

Undisclosed

Independent financial advisor to Pamos in connection with its fairness opinion and valuation

Jan 2021

$42M

Sole placement agent to Southern California Bancorp on its $42M common stock private placement

Dec 2020

$10M

Sole placement agent to Bank of Idaho in connection with its $10M, 5.75% fixed-to-floating rate subordinated debt offering

Aug 2020

$18M

Sole placement agent to Southern California Bancorp in connection with its $18M, 5.50% fixed-to-floating rate subordinated debt offering

May 2020

$12M

Sole placement agent to Southern California Bancorp on its $12M common stock private placement

Dec 2019

$26M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of CalWest Bank

Oct 2019

$11.5M

Sole placement agent to Bay Community Bancorp on its $11.5M common stock private placement

Oct 2018

$44.5M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Americas United Bank

Jul 2018

Undisclosed

Exclusive financial advisor to Community Valley Bank in connection with its sole branch acquisition from Umpqua Bank

Jul 2018

$107.7M

Exclusive financial advisor to PBB Bancorp in connection with its sale to First Foundation, Inc.

Jun 2018

$71.3M

Exclusive financial advisor to Suncrest Bank in connection with its acquisition of CBBC Bancorp

May 2018

$25M

Sole placement agent to Suncrest Bank on its $25M common stock private placement

May 2018

$26M

Sole placement agent to Southern California Bancorp on its $26M common stock private placement

Apr 2018

$23.3M

Exclusive financial advisor to Commerce Bank of Temecula Valley in connection with its sale to Nano Financial Holdings, Inc.

May 2018

Undisclosed

Exclusive financial advisor to Heritage Commerce Corp in connection with its acquisition of Tri-Valley Bank

Apr 2018

$7.2M

Sole placement agent to Willamette Community Bank on its $7.2M common stock private placement

Feb 2018

$13.8M

Sole placement agent to Oregon Pacific Bank on its $13.8M common stock private placement

Nov 2017

$11.9M

Exclusive financial advisor to Plaza Bank in connection with its sale to BayCom Corp.

Nov 2017

$10M

Lead placement agent to Metro Phoenix Bank on its $10M common stock private placement

Apr 2017

Undisclosed

Independent financial advisor to

ReachMeTV in connection with its fairness opinion and valuation

Apr 2017

$12M

Sole placement agent to Bay Community Bancorp on its $12M common stock private placement

Mar 2017

$7M

Sole placement agent to Southern California Bancorp on its $7M common stock private placement

Jan 2017

$19.7M

Exclusive financial advisor to Security First Bank in connection with its sale to Suncrest Bank

Dec 2016

$14M

Sole placement agent to Suncrest Bank on its $14M common stock private placement

Dec 2016

$55.9M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Orange County Business Bank

Feb 2016

$16.6M

Exclusive financial advisor to PBB Bancorp in connection with its acquisition of First Mountain Bank

Jan 2016

Undisclosed

Exclusive financial advisor to Mother Lode Bank in connection with its sale to Oak Valley Bancorp

Dec 2015

$8.4M

Exclusive financial advisor to Sutter Community Bank in connection with its sale to Suncrest Bank

Dec 2015

$129.4M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Simplicity Bancorp, Inc.

Mar 2015

$7.25M

Lead placement agent to Southern California Bancorp on its $7.25M common stock private placement

Feb 2015

$12.3M

Exclusive financial advisor to Santa Clara Valley Bank in connection with its sale to Sierra Bancorp

Nov 2014

All

M&A

Capital Markets

Fairness Opinions

Undisclosed

Exclusive financial advisor to Manifest Financial in connection with its acquisition of Nerve Money

Feb 2024

$234M

Exclusive financial advisor to Southern California Bancorp in connection with its merger of equals with California Bancorp

Jan 2024

$28M

Exclusive financial advisor to Bancorp 34, Inc in connection with its merger with Commerce Bank of Arizona

Apr 2023

$27.9M

Sole placement agent to Bancorp 34, Inc. in connection with its common equity offering led by Castle Creek Advisors

Jan 2023

$24M

Exclusive financial advisor to Deepstack Technologies in connection with its sale to Banc of California, Inc.

Sep 2022

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its acquisition of five branches from HomeStreet, Inc.

Aug 2022

$53.3M

Sole placement agent to Bank of Idaho in connection with its $53.3M common equity offering

May 2022

$234.2M

Exclusive financial advisor to Suncrest Bank in connection with its merger with CVB Financial Corp.

Jan 2022

Undisclosed

Exclusive financial advisor to Tidal Commerce in connection with its acquisition of Merchant Bancard Processing

Nov 2021

$15M

Sole placement agent to Goldwater Bank in connection with its $15M, 4.00% fixed-to-floating rate subordinated debt offering

Oct 2021

$68M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Bank of Santa Clarita

Oct 2021

$6M

Sole placement agent to Republic Bank of Arizona in connection with its $6M, 5.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$25M

Co-placement agent to Bancorp 34, Inc. in connection with its $25M, 4.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$5M

Sole placement agent to Liberty Bank in connection with its $5M, 5.50% fixed-to-floating rate subordinated debt offering

Mar 2021

Undisclosed

Independent financial advisor to Pamos in connection with its fairness opinion and valuation

Jan 2021

$42M

Sole placement agent to Southern California Bancorp on its $42M common stock private placement

Dec 2020

$10M

Sole placement agent to Bank of Idaho in connection with its $10M, 5.75% fixed-to-floating rate subordinated debt offering

Aug 2020

$18M

Sole placement agent to Southern California Bancorp in connection with its $18M, 5.50% fixed-to-floating rate subordinated debt offering

May 2020

$12M

Sole placement agent to Southern California Bancorp on its $12M common stock private placement

Dec 2019

$26M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of CalWest Bank

Oct 2019

$11.5M

Sole placement agent to Bay Community Bancorp on its $11.5M common stock private placement

Oct 2018

$44.5M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Americas United Bank

Jul 2018

Undisclosed

Exclusive financial advisor to Community Valley Bank in connection with its sole branch acquisition from Umpqua Bank

Jul 2018

$107.7M

Exclusive financial advisor to PBB Bancorp in connection with its sale to First Foundation, Inc.

Jun 2018

$71.3M

Exclusive financial advisor to Suncrest Bank in connection with its acquisition of CBBC Bancorp

May 2018

$25M

Sole placement agent to Suncrest Bank on its $25M common stock private placement

May 2018

$26M

Sole placement agent to Southern California Bancorp on its $26M common stock private placement

Apr 2018

$23.3M

Exclusive financial advisor to Commerce Bank of Temecula Valley in connection with its sale to Nano Financial Holdings, Inc.

May 2018

Undisclosed

Exclusive financial advisor to Heritage Commerce Corp in connection with its acquisition of Tri-Valley Bank

Apr 2018

$7.2M

Sole placement agent to Willamette Community Bank on its $7.2M common stock private placement

Feb 2018

$13.8M

Sole placement agent to Oregon Pacific Bank on its $13.8M common stock private placement

Nov 2017

$11.9M

Exclusive financial advisor to Plaza Bank in connection with its sale to BayCom Corp.

Nov 2017

$10M

Lead placement agent to Metro Phoenix Bank on its $10M common stock private placement

Apr 2017

Undisclosed

Independent financial advisor to

ReachMeTV in connection with its fairness opinion and valuation

Apr 2017

$12M

Sole placement agent to Bay Community Bancorp on its $12M common stock private placement

Mar 2017

$7M

Sole placement agent to Southern California Bancorp on its $7M common stock private placement

Jan 2017

$19.7M

Exclusive financial advisor to Security First Bank in connection with its sale to Suncrest Bank

Dec 2016

$14M

Sole placement agent to Suncrest Bank on its $14M common stock private placement

Dec 2016

$55.9M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Orange County Business Bank

Feb 2016

$16.6M

Exclusive financial advisor to PBB Bancorp in connection with its acquisition of First Mountain Bank

Jan 2016

Undisclosed

Exclusive financial advisor to Mother Lode Bank in connection with its sale to Oak Valley Bancorp

Dec 2015

$8.4M

Exclusive financial advisor to Sutter Community Bank in connection with its sale to Suncrest Bank

Dec 2015

$129.4M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Simplicity Bancorp, Inc.

Mar 2015

$7.25M

Lead placement agent to Southern California Bancorp on its $7.25M common stock private placement

Feb 2015

$12.3M

Exclusive financial advisor to Santa Clara Valley Bank in connection with its sale to Sierra Bancorp

Nov 2014

All

M&A

Capital Markets

Fairness Opinions

Undisclosed

Exclusive financial advisor to Manifest Financial in connection with its acquisition of Nerve Money

Feb 2024

$234M

Exclusive financial advisor to Southern California Bancorp in connection with its merger of equals with California Bancorp

Jan 2024

$28M

Exclusive financial advisor to Bancorp 34, Inc in connection with its merger with Commerce Bank of Arizona

Apr 2023

$27.9M

Sole placement agent to Bancorp 34, Inc. in connection with its common equity offering led by Castle Creek Advisors

Jan 2023

$24M

Exclusive financial advisor to Deepstack Technologies in connection with its sale to Banc of California, Inc.

Sep 2022

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its acquisition of five branches from HomeStreet, Inc.

Aug 2022

$53.3M

Sole placement agent to Bank of Idaho in connection with its $53.3M common equity offering

May 2022

$234.2M

Exclusive financial advisor to Suncrest Bank in connection with its merger with CVB Financial Corp.

Jan 2022

Undisclosed

Exclusive financial advisor to Tidal Commerce in connection with its acquisition of Merchant Bancard Processing

Nov 2021

$15M

Sole placement agent to Goldwater Bank in connection with its $15M, 4.00% fixed-to-floating rate subordinated debt offering

Oct 2021

$68M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Bank of Santa Clarita

Oct 2021

$6M

Sole placement agent to Republic Bank of Arizona in connection with its $6M, 5.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$25M

Co-placement agent to Bancorp 34, Inc. in connection with its $25M, 4.00% fixed-to-floating rate subordinated debt offering

Jun 2021

$5M

Sole placement agent to Liberty Bank in connection with its $5M, 5.50% fixed-to-floating rate subordinated debt offering

Mar 2021

Undisclosed

Independent financial advisor to Pamos in connection with its fairness opinion and valuation

Jan 2021

$42M

Sole placement agent to Southern California Bancorp on its $42M common stock private placement

Dec 2020

$10M

Sole placement agent to Bank of Idaho in connection with its $10M, 5.75% fixed-to-floating rate subordinated debt offering

Aug 2020

$18M

Sole placement agent to Southern California Bancorp in connection with its $18M, 5.50% fixed-to-floating rate subordinated debt offering

May 2020

$12M

Sole placement agent to Southern California Bancorp on its $12M common stock private placement

Dec 2019

$26M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of CalWest Bank

Oct 2019

$11.5M

Sole placement agent to Bay Community Bancorp on its $11.5M common stock private placement

Oct 2018

$44.5M

Exclusive financial advisor to Southern California Bancorp in connection with its acquisition of Americas United Bank

Jul 2018

Undisclosed

Exclusive financial advisor to Community Valley Bank in connection with its sole branch acquisition from Umpqua Bank

Jul 2018

$107.7M

Exclusive financial advisor to PBB Bancorp in connection with its sale to First Foundation, Inc.

Jun 2018

$71.3M

Exclusive financial advisor to Suncrest Bank in connection with its acquisition of CBBC Bancorp

May 2018

$25M

Sole placement agent to Suncrest Bank on its $25M common stock private placement

May 2018

$26M

Sole placement agent to Southern California Bancorp on its $26M common stock private placement

Apr 2018

$23.3M

Exclusive financial advisor to Commerce Bank of Temecula Valley in connection with its sale to Nano Financial Holdings, Inc.

May 2018

Undisclosed

Exclusive financial advisor to Heritage Commerce Corp in connection with its acquisition of Tri-Valley Bank

Apr 2018

$7.2M

Sole placement agent to Willamette Community Bank on its $7.2M common stock private placement

Feb 2018

$13.8M

Sole placement agent to Oregon Pacific Bank on its $13.8M common stock private placement

Nov 2017

$11.9M

Exclusive financial advisor to Plaza Bank in connection with its sale to BayCom Corp.

Nov 2017

$10M

Lead placement agent to Metro Phoenix Bank on its $10M common stock private placement

Apr 2017

Undisclosed

Independent financial advisor to

ReachMeTV in connection with its fairness opinion and valuation

Apr 2017

$12M

Sole placement agent to Bay Community Bancorp on its $12M common stock private placement

Mar 2017

$7M

Sole placement agent to Southern California Bancorp on its $7M common stock private placement

Jan 2017

$19.7M

Exclusive financial advisor to Security First Bank in connection with its sale to Suncrest Bank

Dec 2016

$14M

Sole placement agent to Suncrest Bank on its $14M common stock private placement

Dec 2016

$55.9M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Orange County Business Bank

Feb 2016

$16.6M

Exclusive financial advisor to PBB Bancorp in connection with its acquisition of First Mountain Bank

Jan 2016

Undisclosed

Exclusive financial advisor to Mother Lode Bank in connection with its sale to Oak Valley Bancorp

Dec 2015

$8.4M

Exclusive financial advisor to Sutter Community Bank in connection with its sale to Suncrest Bank

Dec 2015

$129.4M

Exclusive financial advisor to HomeStreet, Inc. in connection with its acquisition of Simplicity Bancorp, Inc.

Mar 2015

$7.25M

Lead placement agent to Southern California Bancorp on its $7.25M common stock private placement

Feb 2015

$12.3M

Exclusive financial advisor to Santa Clara Valley Bank in connection with its sale to Sierra Bancorp

Nov 2014