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,…