Portfolio

Our portfolio reflects our commitment to building great organizations

Patriot seeks to make investments in 15 to 20 companies in each of its funds. Investments will be non-control and the fund will generally seek board representation. With each investment, Patriot will work with the company’s management teams to identify and prioritize key business initiatives and help implement best practices for growing franchise value. In sourcing transactions, Patriot intends to utilize both its extensive industry relationships and a proactive internal research approach.

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*as of June 2023

1st United Bancorp, Inc.

1st United Bancorp, Inc. was acquired by Valley National Bancorp…

American Chartered Bancorp, Inc.

American Chartered Bancorp, Inc. was acquired by MB Financial, Inc. (NASDAQ: MBFI)…

Banc of California, Inc.

Banc of California is a bank holding company operating banking…

Beneficial Bancorp, Inc.

Beneficial Bancorp, Inc. is a community-based, diversified financial services company…

BNC Bancorp

BNC Bancorp is the parent company of Bank of North…

Cape Bancorp, Inc.

Cape Bancorp, Inc. was acquired by OceanFirst Financial Corp. (NASDAQ: OCFC)…

Cardinal Financial Corporation

Cardinal Financial Corporation, a financial holding company headquartered in Tysons…

Central Valley Community Bancorp

Central Valley Community Bancorp was established in 2000 as the…

Equity Bancshares, Inc.

Equity Bancshares, Inc. is a bank holding company headquartered in…

Florida Business BancGroup, Inc.

Florida Business BancGroup, Inc. was acquired by Home BancShares, Inc.…

Guaranty Bancorp

Guaranty Bancorp is a bank holding company headquartered in Denver,…

Heritage Commerce Corp

Headquartered in San Jose, California, Heritage Commerce Corp is the…

Heritage Oaks Bancorp

Heritage Oaks Bancorp was acquired by Pacific Premier Bancorp, Inc.…

Independent Bank Corporation

Independent Bank Corporation is the holding company for Michigan-based Independent…

Palmetto Bancshares, Inc.

Palmetto Bancshares, Inc. was acquired by United Community Banks, Inc.…

Peapack-Gladstone Financial Corporation

Peapack-Gladstone Financial Corporation is the Bedminster, New Jersey headquartered bank…

Porter Bancorp, Inc.

Porter Bancorp, Inc. is a state charted bank holding company…

Southern National Bancorp of Virginia, Inc.

Southern National Bancorp of Virginia, Inc. is the holding company…

Square 1 Financial, Inc.

Square 1 Financial, Inc. was acquired by PacWest Bancorp (NASDAQ:…

Sterling Bancorp

Sterling Bancorp, through its principal subsidiary Sterling National Bank, specializes…

TIB Financial Corp.

TIB Financial Corp. was acquired by North American Financial Holdings,…

VIST Financial Corp.

VIST Financial Corp. was acquired by Tompkins Financial Corporation (NYSE…

Willow Financial Bancorp, Inc.

Willow Financial Bancorp, Inc. was acquired by Harleysville National Corporation…
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*as of June 2023

Atlantic Capital Bancshares, Inc.

Atlantic Capital Bancshares is the holding company for Chattanooga, Tennessee-headquartered…

Avenue Financial Holdings, Inc.

Avenue Financial Holdings, Inc., headquartered in Nashville, Tennessee, was formed…

Avidbank Holdings, Inc.

Avidbank Holdings, Inc. operates as a bank holding company for…

Banc of California, Inc.

$3.62
B
Banc of California is a bank holding company operating banking…

Bannockburn Global Forex, LLC

Bannockburn Global Forex, LLC is a provider of currency trading…

Beneficial Bancorp, Inc.

Beneficial Bancorp, Inc. is a community-based, diversified financial services company…

CoastalSouth Bancshares, Inc.

$614
M
CoastalSouth Bancshares, Inc. is a bank holding company headquartered in…

DR Bank

DR Bank is a Connecticut state-chartered and FDIC member bank…

Elderlife Financial Services, LLC

Elderlife Financial Services, LLC is a niche consumer lender headquartered…

Enterprise Financial Services Corp

Enterprise Financial Services Corp is a financial holding company, operating…

F.N.B. Corporation

F.N.B. Corporation, a financial holding company, is headquartered in Pittsburgh,…

First Financial Bancorp.

As one of the first banks to organize under the…

First Foundation Inc.

First Foundation Inc., founded in 1990, is a financial institution…

First Merchants Corp.

Since our beginnings in 1893, we understand that it’s about the…

Floridian Community Holdings, Inc.

Floridian Community Holdings, Inc. was acquired by FCB Financial Holdings,…

Flushing Financial Corp.

At Flushing Bank, we are proud to have helped families,…

Freedom Bank of Virginia

Freedom Bank of Virginia is a community-oriented bank headquartered in…

Green Bancorp, Inc.

Green Bancorp is a Texas-focused bank holding company headquartered in…

MBT Financial Corp.

MBT Financial Corp., headquartered in Monroe, Michigan, is the parent…

Old Second Bancorp, Inc.

Old Second Bancorp, Inc. is the holding company of Old…

Pathward Financial Inc.

At Pathward, we believe that banking should be accessible to…

SmartFinancial, Inc.

SmartFinancial, Inc., based in Knoxville, Tennessee, is the bank holding…

Southern States Bancshares, Inc.

Southern States Bancshares, Inc. is the holding company of Southern…

Trinity Capital Corp.

Trinity Capital Corp. is a New Mexico-focused bank holding company…

U.S. Century Bank

$862
M
Building a Relationship Together… At U.S. Century Bank we have…

White River Bancshares Company

White River is a Fayetteville, Arkansas-based bank holding company, operating…
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*as of June 2023

ActiveWorx, Inc.

ActiveWorx is a leading provider of omnichannel billing and payment…

Amalgamated Bank

Amalgamated Bank is a New York-based full-service commercial bank and…

Amerant Bancorp Inc.

$8.12
B
Amerant Bancorp Inc. is a bank holding company that operates…

Auxilior Capital Partners

The world’s most prestigious manufacturers, franchisors,  and financial institutions choose…

Banc of California, Inc.

$3.62
B
Banc of California is a bank holding company operating banking…

BayCom Corp

BayCom Corp, through its wholly owned operating subsidiary, United Business…

Bremer Financial Corp.

$16
B
Bremer Bank has roots in the places where we live…

Dogwood State Bank

$349
M
Dogwood State Bank, headquartered in Raleigh, NC, is a statewide…

Equity Bancshares, Inc.

$491
M
Equity Bancshares, Inc. is the bank holding company for Equity…

First Bancshares of Texas, Inc. (purchased by Prosperity Bancshares Inc)

$1.04
B
First Bancshares of Texas, Inc (purchased by Prosperity Bancshares Inc).,…

First Bank

$177
M
First Bank is a New Jersey state-chartered bank with full-service…

First National Bancshares, Inc

$2.6
B

First National Bank of America (FNBA) has been committed to…

Fortis Financial, Inc.

$584
M
Fortis Financial, Inc., is the holding company for Fortis Private…

Franklin Financial Network, Inc.

Franklin Financial Network is a financial holding company for Franklin…

Georgia Banking Company

$653
M
Georgia Banking Company, Inc. is a Sandy Springs, Georgia-based bank…

Grasshopper Bank, NA

$600
M
Grasshopper Bank is a de novo high-touch commercial bank targeting…

Limestone Bancorp, Inc. (purchased by Peoples Bancorp Inc.) 

$1.72
B
Limestone Bancorp, Inc. (purchased by Peoples Bancorp Inc.)  (f/k/a Porter…

Metropolitan Bank Holding Corp.

$3.97
B
Metropolitan Bank Holding Corp. is the bank holding company for…

Narmi

Narmi is a developer of an online banking platform designed…

Numerated Growth Technologies, Inc.

transformation via the automation of the end-to-end small business (“SMB”)…

Old Second Bancorp, Inc.

Old Second Bancorp, Inc. is the holding company of Old…

Origin Bancorp, Inc.

Origin Bancorp, Inc. is a financial holding company that conducts…

Peoples Bancorp Inc.

Headquartered in Marietta, Ohio since 1902, Peoples Bank is one of…

Primis Financial Corp.

$3.15
B
Primis Financial Corp, Inc. operates as the bank holding company…

Prosperity Bancshares Inc.

At Prosperity Bank, we’re dedicated to providing services that will…

QuarterSpot Inc.

QuarterSpot offers a cloud-based platform that helps financial institutions leverage…

Reliant Bancorp, Inc.

Reliant Bancorp, Inc. is a financial holding company for Reliant…

Thread Bancorp Inc.

$493
M
We believe the future of banking is digital, connected, contextual,…

West Town Bancorp, Inc.

West Town Bancorp, Inc. is the multi-bank holding company for…
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*as of June 2023

AMPERSAND, INC.

Modern solutions for financial institutions and fintech

Auxilior Capital Partners

The world’s most prestigious manufacturers, franchisors,  and financial institutions choose…

Avidbank Holdings, Inc

$1.83
B
Avidbank is a highly responsive business bank, providing tailored financial…

Core10

We’re fluent in fintech.Your business demands innovation, integration, and the…

Encore Bancshares

$3.8
B
Encore Bank is a private, boutique bank with a commercial…

FieldPoint Private Holdings, Inc.

$1.02
B
Headquartered in Greenwich, CT, the Company is a bank holding…

Finexio

Finexio targets underserved domestic small and medium-sized enterprises in helping…

First Internet Bancorp

$4.5
B
Since 1999 we have been dedicated to finding a better…

First National Bancshares, Inc

$2.6
B

First National Bank of America (FNBA) has been committed to…

First Savings Financial Group, Inc.

First Savings Financial Group, Inc. operates as the bank holding…

Libertas Funding, LLC

Libertas Funding, LLC provides a range of lending products to…

New York Digital Investment Group

NYDIG provides end-to-end infrastructure for any institution looking to enter…

NewtekOne Inc.

$1.2
B
NewtekOne®, Your Business Solutions Company®, is a financial holding company,…

PatientFi

PatientFi partners with healthcare practices and product manufacturers to reduce…

VersaBank

VersaBank, a schedule I chartered bank, is a fully digital…
"Strategically, Patriot Financial Partners has been a truly valuable ally that has proactively challenged our management team to excel on all levels and target top quartile performance. Patriot’s “deep bench” offers decades of industry experience and guidance on best practices; opening doors to new business connections and providing insights to emerging trends, products, services and technologies."
Luis de la Aguilera, President & Chief Executive Officer, U.S. Century Bank

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