Recent Transactions

Recent Transactions

Relationship Driven in a Transactional World

All

M&A

Capital Markets

Fairness Opinions

Anchor Bank logo

$15M

Sole placement agent to Anchor Bancorp, Inc., in connection with its $15.0 million fixed-to-floating rate subordinated debt offering due September 15, 2036

Sep 2026

Bank7 logo

$137M

Financial advisor to Century Financial Services Corporation in connection with its sale to Bank7 Corp.

Sep 2026

Bitcoin Depot logo

Undisclosed

Exclusive financial advisor to National Bitcoin ATM in its sale of assets to Bitcoin Depot

National Bitcoin ATM logo

Oct 2025

Jack Henry logo

Undisclosed

Exclusive financial advisor to Victor and MVB, in connection with its sale to Jack Henry & Associates, Inc.

MVB Financial logo
Victor logo

Sep 2025

Glacier Bancorp logo

$212M

Exclusive financial advisor to Bank of Idaho in connection with its sale to Glacier Bancorp, Inc.

Bank of Idaho logo

Apr 2025

Grasshopper logo

Undisclosed

Placement agent to Grasshopper Bank in connection with its private placement

Apr 2025

Genesis Bank logo

Undisclosed

Exclusive financial advisor to EH National Bank in connection with its sale to Genesis Bank

Excel Bank logo

Feb 2025

Tidal Commerce logo

Undisclosed

Financial advisor to Tidal Commerce in connection with its sale to Quantum ePay

Quantum ePay logo

Feb 2025

Idaho Trust Company logo

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its sale of its Trust and Wealth Management Division to Idaho Trust

Bank of Idaho logo

Jan 2025

Komainu logo

$75M

Financial advisor to Komainu in connection with its Series B offering

Jan 2025

American Plus Bank logo

Undisclosed

Exclusive financial advisor to American Plus Bank in connection with its branch acquisition of International City Bank

International City Bank logo

Nov 2024

Grasshopper logo

Undisclosed

Exclusive financial advisor to Grasshopper Bancorp in connection with its acquisition of Auto Club Trust, FSB

AAA logo

Oct 2024

Juvo Energy logo

Undisclosed

Exclusive sell-side financial advisor to Juvo Energy in connection with its asset sale to Cipher Mining

Cipher Mining logo

Oct 2024

Cipher Mining logo

Undisclosed

Exclusive financial advisor to Navitas Energy in connection with its sale of Reveille data center site

Navitas Energy logo

Oct 2024

Navitas Energy logo

Undisclosed

Exclusive sell-side financial advisor to Navitas Energy in connection with its asset sale to Peak Mining

Peak Mining logo

May 2024

Manifest logo

Undisclosed

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

Nerve logo

Feb 2024

Bank of Southern California logo

$234M

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

California Bank of Commerce logo

Jan 2024

$28M

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

Apr 2023

$28M

Placement agent to Bancorp 34, Inc. in connection with its private placement

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

Anchor Bank logo

$15M

Sole placement agent to Anchor Bancorp, Inc., in connection with its $15.0 million fixed-to-floating rate subordinated debt offering due September 15, 2036

Sep 2026

Bank7 logo

$137M

Financial advisor to Century Financial Services Corporation in connection with its sale to Bank7 Corp.

Sep 2026

Bitcoin Depot logo

Undisclosed

Exclusive financial advisor to National Bitcoin ATM in its sale of assets to Bitcoin Depot

National Bitcoin ATM logo

Oct 2025

Jack Henry logo

Undisclosed

Exclusive financial advisor to Victor and MVB, in connection with its sale to Jack Henry & Associates, Inc.

MVB Financial logo
Victor logo

Sep 2025

Glacier Bancorp logo

$212M

Exclusive financial advisor to Bank of Idaho in connection with its sale to Glacier Bancorp, Inc.

Bank of Idaho logo

Apr 2025

Grasshopper logo

Undisclosed

Placement agent to Grasshopper Bank in connection with its private placement

Apr 2025

Genesis Bank logo

Undisclosed

Exclusive financial advisor to EH National Bank in connection with its sale to Genesis Bank

Excel Bank logo

Feb 2025

Tidal Commerce logo

Undisclosed

Financial advisor to Tidal Commerce in connection with its sale to Quantum ePay

Quantum ePay logo

Feb 2025

Idaho Trust Company logo

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its sale of its Trust and Wealth Management Division to Idaho Trust

Bank of Idaho logo

Jan 2025

Komainu logo

$75M

Financial advisor to Komainu in connection with its Series B offering

Jan 2025

American Plus Bank logo

Undisclosed

Exclusive financial advisor to American Plus Bank in connection with its branch acquisition of International City Bank

International City Bank logo

Nov 2024

Grasshopper logo

Undisclosed

Exclusive financial advisor to Grasshopper Bancorp in connection with its acquisition of Auto Club Trust, FSB

AAA logo

Oct 2024

Juvo Energy logo

Undisclosed

Exclusive sell-side financial advisor to Juvo Energy in connection with its asset sale to Cipher Mining

Cipher Mining logo

Oct 2024

Cipher Mining logo

Undisclosed

Exclusive financial advisor to Navitas Energy in connection with its sale of Reveille data center site

Navitas Energy logo

Oct 2024

Navitas Energy logo

Undisclosed

Exclusive sell-side financial advisor to Navitas Energy in connection with its asset sale to Peak Mining

Peak Mining logo

May 2024

Manifest logo

Undisclosed

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

Nerve logo

Feb 2024

Bank of Southern California logo

$234M

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

California Bank of Commerce logo

Jan 2024

$28M

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

Apr 2023

$28M

Placement agent to Bancorp 34, Inc. in connection with its private placement

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

Anchor Bank logo

$15M

Sole placement agent to Anchor Bancorp, Inc., in connection with its $15.0 million fixed-to-floating rate subordinated debt offering due September 15, 2036

Sep 2026

Bank7 logo

$137M

Financial advisor to Century Financial Services Corporation in connection with its sale to Bank7 Corp.

Sep 2026

Bitcoin Depot logo

Undisclosed

Exclusive financial advisor to National Bitcoin ATM in its sale of assets to Bitcoin Depot

National Bitcoin ATM logo

Oct 2025

Jack Henry logo

Undisclosed

Exclusive financial advisor to Victor and MVB, in connection with its sale to Jack Henry & Associates, Inc.

MVB Financial logo
Victor logo

Sep 2025

Glacier Bancorp logo

$212M

Exclusive financial advisor to Bank of Idaho in connection with its sale to Glacier Bancorp, Inc.

Bank of Idaho logo

Apr 2025

Grasshopper logo

Undisclosed

Placement agent to Grasshopper Bank in connection with its private placement

Apr 2025

Genesis Bank logo

Undisclosed

Exclusive financial advisor to EH National Bank in connection with its sale to Genesis Bank

Excel Bank logo

Feb 2025

Tidal Commerce logo

Undisclosed

Financial advisor to Tidal Commerce in connection with its sale to Quantum ePay

Quantum ePay logo

Feb 2025

Idaho Trust Company logo

Undisclosed

Exclusive financial advisor to Bank of Idaho in connection with its sale of its Trust and Wealth Management Division to Idaho Trust

Bank of Idaho logo

Jan 2025

Komainu logo

$75M

Financial advisor to Komainu in connection with its Series B offering

Jan 2025

American Plus Bank logo

Undisclosed

Exclusive financial advisor to American Plus Bank in connection with its branch acquisition of International City Bank

International City Bank logo

Nov 2024

Grasshopper logo

Undisclosed

Exclusive financial advisor to Grasshopper Bancorp in connection with its acquisition of Auto Club Trust, FSB

AAA logo

Oct 2024

Juvo Energy logo

Undisclosed

Exclusive sell-side financial advisor to Juvo Energy in connection with its asset sale to Cipher Mining

Cipher Mining logo

Oct 2024

Cipher Mining logo

Undisclosed

Exclusive financial advisor to Navitas Energy in connection with its sale of Reveille data center site

Navitas Energy logo

Oct 2024

Navitas Energy logo

Undisclosed

Exclusive sell-side financial advisor to Navitas Energy in connection with its asset sale to Peak Mining

Peak Mining logo

May 2024

Manifest logo

Undisclosed

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

Nerve logo

Feb 2024

Bank of Southern California logo

$234M

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

California Bank of Commerce logo

Jan 2024

$28M

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

Apr 2023

$28M

Placement agent to Bancorp 34, Inc. in connection with its private placement

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