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.
*as of June 2023

1st United Bancorp, Inc.
- FUND I -
- Realized
- Boca Raton, FL
- Rudy E. Schupp

1st United Bancorp, Inc.
- FUND I -
- Realized
- Boca Raton, FL
- Rudy E. Schupp
- http://www.1stunitedbankfl.com/
1st United Bancorp, Inc. was acquired by Valley National Bancorp (NYSE: VLY) effective November 1, 2014.

American Chartered Bancorp, Inc.
- FUND I -
- Realized
- Schaumburg, IL
- Daniel K. Miller

American Chartered Bancorp, Inc.
- FUND I -
- Realized
- Schaumburg, IL
- Daniel K. Miller
- www.americanchartered.com
American Chartered Bancorp, Inc. was acquired by MB Financial, Inc. (NASDAQ: MBFI) effective August 24, 2016.

Banc of California, Inc.
- FUND I -
- Realized
- Santa Ana, CA
- Jared M. Wolff
Banc of California is a bank holding company operating banking offices in the California counties of Los Angeles, Orange and San Diego. The company is headquartered in Irvine, California and currently provides complete banking services to the communities in Southern California.

Beneficial Bancorp, Inc.
- FUND I -
- Realized
- Philadelphia, PA
- Gerard P. Cuddy
Beneficial Bancorp, Inc. is a community-based, diversified financial services company providing consumer and commercial banking services. Its principal subsidiary, Beneficial Bank, has served individuals and businesses in the Delaware Valley area since 1853 and is the oldest and largest bank headquartered in Philadelphia. Beneficial operates over 50 offices in the greater Philadelphia and southern New Jersey regions and offers insurance and wealth management services through separate wholly-owned subsidiaries.

BNC Bancorp
- FUND I -
- Realized
- Headquarters: High Point, NC
- Richard D. Callicutt II
BNC Bancorp is the parent company of Bank of North Carolina, a commercial bank founded in 1991 in High Point, North Carolina. Bank of North Carolina provides a complete line of banking and financial services to individuals and businesses through its more than 60 banking offices in Virginia, North and South Carolina. The bank’s locations in South Carolina and Virginia operate as BNC Bank.

Cape Bancorp, Inc.
- FUND I -
- Realized
- Cape May Court House, NJ
- Michael D. Devlin
Cape Bancorp, Inc. was acquired by OceanFirst Financial Corp. (NASDAQ: OCFC) effective May 2, 2016.

Cardinal Financial Corporation
- FUND I -
- Realized
- McLean, VA
- Bernard H. Clineburg

Cardinal Financial Corporation
- FUND I -
- Realized
- McLean, VA
- Bernard H. Clineburg
- www.cardinalbank.com
Cardinal Financial Corporation, a financial holding company headquartered in Tysons Corner, Virginia, serves the Washington metropolitan region through its wholly-owned subsidiary, Cardinal Bank. Cardinal also operates several other subsidiaries: George Mason Mortgage, LLC, a residential mortgage lending company based in Fairfax, Virginia and Cardinal Wealth Services, Inc., a wealth management services company.

Central Valley Community Bancorp
- FUND I -
- Realized
- Fresno, CA
- James M. Ford
Central Valley Community Bancorp was established in 2000 as the holding company for its sole subsidiary, Central Valley Community Bank. Central Valley Community Bank was founded with $2.0 million in assets in Clovis, California in 1979, and provides traditional banking services to individuals and small to medium sized businesses. Since inception, the bank has grown to over $1.0 billion in assets and expanded its branch network to over 20 branches in California’s Central Valley.

Equity Bancshares, Inc.
- FUND I -
- Realized
- Wichita, KS
- Brad S. Elliott
Equity Bancshares, Inc. is a bank holding company headquartered in Wichita, Kansas, founded in 2002 by its current chairman and chief executive officer, Brad Elliott. Its wholly-owned banking subsidiary, Equity Bank, provides a broad range of financial services primarily to businesses and business owners as well as individuals through its network of full service branches located in Kansas and Missouri.

Florida Business BancGroup, Inc.
- FUND I -
- Realized
- Tampa, FL
- Christopher C. Lykes

Florida Business BancGroup, Inc.
- FUND I -
- Realized
- Tampa, FL
- Christopher C. Lykes
- www.bay-cities-bank.com
Florida Business BancGroup, Inc. was acquired by Home BancShares, Inc. (NASDAQ: HOMB) effective October 1, 2015.

Guaranty Bancorp
- FUND I -
- Realized
- Denver, CO
- Paul W. Taylor
Guaranty Bancorp is a bank holding company headquartered in Denver, Colorado. Guaranty is the parent to its bank subsidiary, Guaranty Bank & Trust Company. Guaranty operates throughout northern and central Colorado with target markets in the greater Denver metropolitan area, Boulder, Fort Collins, and Greeley. Guaranty provides banking and other financial services to consumers and small- to medium-sized businesses and provides wealth management solutions, including trust and investment management services, through its two solely-owned investment management firms.

Heritage Commerce Corp
- FUND I -
- Realized
- San Jose, CA
- Walter T. Kaczmarek

Heritage Commerce Corp
- FUND I -
- Realized
- San Jose, CA
- Walter T. Kaczmarek
- www.heritagebankofcommerce.com
Headquartered in San Jose, California, Heritage Commerce Corp is the parent company of Heritage Bank of Commerce, a full-service commercial business bank established in 1994. Heritage Commerce focuses on C&I and commercial real estate lending to small- and medium-sized businesses and their owners, managers and employees. Bay View Funding, a subsidiary of the bank, provides business-essential working capital factoring financing to various industries throughout the United States.

Heritage Oaks Bancorp
- FUND I -
- Realized
- Paso Robles, CA
- Simone F. Lagomarsino

Heritage Oaks Bancorp
- FUND I -
- Realized
- Paso Robles, CA
- Simone F. Lagomarsino
- www.heritageoaksbank.com
Heritage Oaks Bancorp was acquired by Pacific Premier Bancorp, Inc. (NASDAQ: PPBI) effective April 1, 2017.

Independent Bank Corporation
- FUND I -
- Realized
- Grand Rapids, MI
- William B. Kessel

Independent Bank Corporation
- FUND I -
- Realized
- Grand Rapids, MI
- William B. Kessel
- www.independentbank.com
Independent Bank Corporation is the holding company for Michigan-based Independent Bank. Founded as First National Bank of Ionia in 1864, Independent Bank Corporation operates over 60 office branch locations across Michigan’s Lower Peninsula through its bank subsidiary.
Independent Bank provides a full range of financial services, including commercial banking, mortgage lending, investments and title services.

Palmetto Bancshares, Inc.
- FUND I -
- Realized
- Greenville, SC
- Samuel L. Erwin
Palmetto Bancshares, Inc. was acquired by United Community Banks, Inc. (NASDAQ: UCBI) effective September 1, 2015.

Peapack-Gladstone Financial Corporation
- FUND I -
- Realized
- Bedminster, NJ
- Douglas L. Kennedy

Peapack-Gladstone Financial Corporation
- FUND I -
- Realized
- Bedminster, NJ
- Douglas L. Kennedy
- www.pgbank.com
Peapack-Gladstone Financial Corporation is the Bedminster, New Jersey headquartered bank holding company for Peapack-Gladstone Bank. Established in 1921, Peapack-Gladstone Bank is a commercial bank that offers a full range of quality banking products and services to businesses and consumers through its New Jersey locations, an online branch, a wealth management division, and its subsidiary, PGB Trust & Investments of Delaware.

Porter Bancorp, Inc.
- FUND I -
- Realized
- Louisville, KY
- John T. Taylor
Porter Bancorp, Inc. is a state charted bank holding company headquartered in Louisville, Kentucky. Porter’s sole subsidiary bank, PBI Bank, operates full-service branches in the greater Louisville area and in counties south of Louisville along the Interstate 65 corridor. PBI is primarily a commercial lender with the majority of its loan portfolio in commercial real estate and construction loans. Porter Bancorp, Inc. announced on June 19, 2018 that it changed its name to Limestone Bancorp, Inc., as approved by shareholders on May 23, 2018, with PBI Bank changing its name to Limestone Bank.

Southern National Bancorp of Virginia, Inc.
- FUND I -
- Realized
- McLean, VA
- Georgia S. Derrico

Southern National Bancorp of Virginia, Inc.
- FUND I -
- Realized
- McLean, VA
- Georgia S. Derrico
- www.sonabank.com
Southern National Bancorp of Virginia, Inc. is the holding company for Sonabank, a Virginia state chartered bank. Sonabank was founded in 2005, and provides a range of financial services to individuals and small and medium sized businesses. Since inception, the bank has grown its footprint to include over twenty branches in Virginia and Maryland.

Square 1 Financial, Inc.
- FUND I -
- Realized
- Durham, NC
- Douglas H. Bowers
Square 1 Financial, Inc. was acquired by PacWest Bancorp (NASDAQ: PACW) effective October 6, 2015.

Sterling Bancorp
- FUND I -
- Realized
- Montebello, NY
- Jack L. Kopnisky
Sterling Bancorp, through its principal subsidiary Sterling National Bank, specializes in the delivery of service and solutions to business owners, their families, and consumers in communities within the greater New York City area through teams of dedicated and experienced relationship managers. Sterling’s specialty lending businesses, which include asset-based lending, factoring, payroll finance, equipment finance, residential mortgage warehouse lending, residential mortgage banking and municipal finance, also generate loans and deposits in other markets across the United States.

TIB Financial Corp.
- FUND I -
- Realized
- Naples, FL
- Thomas J. Longe
TIB Financial Corp. was acquired by North American Financial Holdings, Inc. (now d/b/a Capital Bank Financial Corp.; NASDAQ: CBF) effective September 30, 2010.

VIST Financial Corp.
- FUND I -
- Realized
- Wyomissing, PA
- Stephen S. Romaine
VIST Financial Corp. was acquired by Tompkins Financial Corporation (NYSE MKT: TMP) effective August 1, 2012.

Willow Financial Bancorp, Inc.
- FUND I -
- Realized
- Wayne, PA
- Donna M. Coughey
Willow Financial Bancorp, Inc. was acquired by Harleysville National Corporation (now d/b/a First Niagara Financial Group, Inc.; NASDAQ: FNFG) effective December 5, 2008.
*as of June 2023

Atlantic Capital Bancshares, Inc.
- FUND II -
- Realized
- Atlanta, GA
- Douglas L. Williams

Atlantic Capital Bancshares, Inc.
- FUND II -
- Realized
- Atlanta, GA
- Douglas L. Williams
- www.atlanticcapitalbank.com
Atlantic Capital Bancshares is the holding company for Chattanooga, Tennessee-headquartered Atlantic Capital Bank, National Association. Three Atlanta-area commercial bankers founded Atlantic Capital in 2007 by raising $125.0 million of startup capital from local investors and several well-known institutional firms in what was the largest U.S. independent de novo bank offering.
Atlantic Capital offers banking, treasury management, capital markets, trust, and mortgage services to privately held companies and individuals in Atlanta, eastern Tennessee, and northwest Georgia. Atlantic Capital also provides specialized financial services to select clients nationally.

Avenue Financial Holdings, Inc.
- FUND II -
- Realized
- Nashville, TN
- Ronald L. Samuels

Avenue Financial Holdings, Inc.
- FUND II -
- Realized
- Nashville, TN
- Ronald L. Samuels
- www.avenuenashville.com
Avenue Financial Holdings, Inc., headquartered in Nashville, Tennessee, was formed as a single-bank holding company in 2006 and operates through its subsidiary, Avenue Bank. Avenue’s operations are concentrated in the Nashville MSA, providing a wide range of business and personal banking services through its unique “Concierge Banking” model, with an emphasis on individuals and businesses involved in the music and entertainment industry.

Avidbank Holdings, Inc.
- FUND II -
- Realized
- San Jose, CA
- Mark D. Mordell
Avidbank Holdings, Inc. operates as a bank holding company for Avidbank that provides financial products and services to small and middle-market businesses, professionals, and individuals in the Santa Clara, San Mateo, and San Francisco counties. It offers business and personal deposit products, such as checking, money market, and savings accounts; and certificates of deposit.

Banc of California, Inc.
- FUND II -
- Active
- Santa Ana, CA
- Jared M. Wolff
Banc of California is a bank holding company operating banking offices in the California counties of Los Angeles, Orange and San Diego. The company is headquartered in Irvine, California and currently provides complete banking services to the communities in Southern California.

Bannockburn Global Forex, LLC
- FUND II -
- Realized
- Cincinnati, OH
- Mark R. Wendling

Bannockburn Global Forex, LLC
- FUND II -
- Realized
- Cincinnati, OH
- Mark R. Wendling
Bannockburn Global Forex, LLC is a provider of currency trading services headquartered in Cincinnati, Ohio with regional sales offices located in New York, Kansas City, Chicago, Richmond and Santa Monica. The company specializes in foreign exchange hedging and settlement transactions as well as currency-related advisory services for corporate and institutional clients.

Beneficial Bancorp, Inc.
- FUND II -
- Realized
- Philadelphia, PA
- Gerard P. Cuddy
Beneficial Bancorp, Inc. is a community-based, diversified financial services company providing consumer and commercial banking services. Its principal subsidiary, Beneficial Bank, has served individuals and businesses in the Delaware Valley area since 1853 and is the oldest and largest bank headquartered in Philadelphia. Beneficial operates over 50 offices in the greater Philadelphia and southern New Jersey regions and offers insurance and wealth management services through separate wholly-owned subsidiaries.

CoastalSouth Bancshares, Inc.
- FUND II -
- Active
- Hilton Head, SC
- Stephen R. Stone

CoastalSouth Bancshares, Inc.
- FUND II -
- Active
- Hilton Head, SC
- Stephen R. Stone
- www.coastalstatesbank.com
CoastalSouth Bancshares, Inc. is a bank holding company headquartered in Hilton Head Island, South Carolina. CoastalSouth provides a wide range of commercial, consumer, and mortgage banking services through its wholly owned subsidiary, CoastalStates Bank. CoastalStates Bank is the largest private community bank headquartered in Hilton Head Island and has the 4th largest deposit market share in Beaufort County, South Carolina.

DR Bank
- FUND II -
- Realized
- Darien, CT
- Gary Lieberman
DR Bank is a Connecticut state-chartered and FDIC member bank offering consumer and business deposit products. Established as Darien Rowayton Bank in 2006, then as Laurel Road Bank in 2018, DR Bank maintains branches in Darien, Rowayton and Southport, Connecticut.

Elderlife Financial Services, LLC
- FUND II -
- Realized
- Rockville, MD
- Joe Goelzhauser

Elderlife Financial Services, LLC
- FUND II -
- Realized
- Rockville, MD
- Joe Goelzhauser
Elderlife Financial Services, LLC is a niche consumer lender headquartered in Rockville, Maryland providing financing to families of seniors transitioning into skilled nursing or assisted living facilities. The Company’s financing most frequently serves as a bridge between senior housing entry and either the sale of a senior’s home or receipt of Veterans Affairs benefits. Elderlife conducts its business primarily via its call center in Rockville and solicits customers through digital marketing campaigns coupled with direct relationships with senior living facility operators.

Enterprise Financial Services Corp
- FUND II -
- Realized
- Clayton, MO
- James Lally

Enterprise Financial Services Corp
- FUND II -
- Realized
- Clayton, MO
- James Lally
Enterprise Financial Services Corp is a financial holding company, operating through its subsidiary, Enterprise Bank & Trust, a state-chartered trust company with banking powers. Operating across Arizona, Kansas, Missouri and New Mexico, Enterprise offers a range of business and personal banking services as well as wealth management services, including financial planning, estate planning, investment management, and trust services.

F.N.B. Corporation
- FUND II -
- Realized
- Pittsburgh, PA
- Vincent J. Delie Jr.
F.N.B. Corporation, a financial holding company, is headquartered in Pittsburgh, PA and provides a range of financial services primarily to consumers, corporations, governments, and small- to medium-sized businesses. The company operates through three segments: Community Banking, Wealth Management, and Insurance. It offers commercial banking solutions, including corporate and small business banking, investment real estate financing, business credit, capital market, and lease financing services.

First Financial Bancorp.
- FUND II -
- Realized
- Cincinnati, OH
- Archie Brown

First Financial Bancorp.
- FUND II -
- Realized
- Cincinnati, OH
- Archie Brown
As one of the first banks to organize under the new National Bank Act with Charter No. 56, our bank opened in Hamilton, Ohio, as First National Bank of Hamilton on August 15, 1863. The office was located in a room at 239 High Street and served the community with the same strong commitment that we have today of putting our clients first and helping them achieve financial and life goals. After years of growth and expansion in Ohio, Indiana, and Kentucky, the bank is rebranded with a new name, First Financial Bank. In addition to our new yellow logo, banking centers across our footprint were transformed into an enhanced client experience in an effort to help our clients learn more and succeed. At the end of the third quarter 2015, First Financial hit a major milestone, 100 quarters, or 25 years, of consecutive profitability! Years later, our streak continues as we remain profitable. It’s because of our clients, associates, and community involvement and support that this is possible. A first in the community by First Financial. First Financial Communities are next generation banks, workspace sharing, and collaboration spaces all-in-one. We’re giving customers, neighbors, and businesses convenience for conferencing, collaborating, and meeting.

First Foundation Inc.
- FUND II -
- Realized
- Irvine, CA
- Scott F. Kavanaugh
First Foundation Inc., founded in 1990, is a financial institution providing integrated investment management, wealth planning, consulting, insurance, trust and banking services to high net-worth individuals and businesses through its two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank. First Foundation is headquartered in Irvine, California, with offices in Newport Beach, Pasadena, West Los Angeles, Oakland, San Diego, Palm Desert and the Imperial Valley in California; in Las Vegas, Nevada; and in Honolulu, Hawaii.

First Merchants Corp.
- FUND II -
- Realized
- Muncie, IN
- Mark K Hardwick

First Merchants Corp.
- FUND II -
- Realized
- Muncie, IN
- Mark K Hardwick
Since our beginnings in 1893, we understand that it’s about the customer. We make our customers feel at home. We show them we care. We make them feel special. Give them advice. Give them value. Keep our promises. Help them out when they really need it. Reach out to them. Know them. Thank them. First Merchants Corporation is the largest financial services holding company located in Central Indiana. We provide our customers with broad financial services delivered locally by bankers who are known and trusted in their communities. We offer personal banking, business banking, mortgage lending, treasury management services, and wealth management. We are focused on building deep, lifelong client relationships and providing maximum shareholder value. We provide an environment where customers can bank with their neighbors, realizing that our business begins and ends with people.

Floridian Community Holdings, Inc.
- FUND II -
- Realized
- Davie, FL
- Joseph S. Marzouca

Floridian Community Holdings, Inc.
- FUND II -
- Realized
- Davie, FL
- Joseph S. Marzouca
- www.floridiancommunitybank.com
Floridian Community Holdings, Inc. was acquired by FCB Financial Holdings, Inc. (NYSE: FCB) effective March 1, 2018.

Flushing Financial Corp.
- FUND II -
- Realized
- Uniondale, NY
- John R. Buran

Flushing Financial Corp.
- FUND II -
- Realized
- Uniondale, NY
- John R. Buran
At Flushing Bank, we are proud to have helped families, business owners, and communities grow and prosper for more than 90 years. After all, we’ve been building relationships in the New York metropolitan area since 1929. We offer the products, services, and conveniences associated with large commercial banks in New York combined with the personalized attention you would expect from a local bank. We staff our branches with bankers who can communicate in the languages prevalent within the multicultural markets we serve, delivering a superior customer experience.

Freedom Bank of Virginia
- FUND II -
- Realized
- Fairfax, VA
- Craig S. Underhill
Freedom Bank of Virginia is a community-oriented bank headquartered in Fairfax, Virginia. Founded in 2001, Freedom Bank serves retail, commercial, industrial, and public-entity customers throughout the greater Washington, DC region through its three branch locations in the Northern Virginia cities of Fairfax, Reston and Vienna.

Green Bancorp, Inc.
- FUND II -
- Realized
- Houston, TX
- Manuel J. Mehos
Green Bancorp is a Texas-focused bank holding company headquartered in Houston, Texas. The Company’s wholly owned subsidiary, Green Bank, N.A., a nationally chartered commercial bank, provides commercial and private banking services primarily to Texas-based customers through its twenty-four full service branches in the Houston, Dallas, Austin and Bonham MSAs. Green’s emphasis is on continuing to expand existing business by executing on a portfolio banker driven business model as well as pursuing select strategic acquisitions and attracting additional talented bankers.

MBT Financial Corp.
- FUND II -
- Realized
- Monroe, MI
- Douglas H. Chaffin
MBT Financial Corp., headquartered in Monroe, Michigan, is the parent company of Monroe Bank & Trust, one of the oldest and largest independently owned community banks in southeastern Michigan. MBT is a full-service bank with offices throughout Wayne and Monroe Counties; MBT has over 50% deposit market share in its home county of Monroe. Additionally, MBT’s Wealth Management Group is one of the largest and most respected in Michigan with over $700 million in assets under management.

Old Second Bancorp, Inc.
- FUND II -
- Realized
- Aurora, IL
- James L. Eccher
Old Second Bancorp, Inc. is the holding company of Old Second National Bank, a national banking organization headquartered in Aurora, Illinois that provides commercial and retail banking services, as well as a full complement of trust and wealth management services. Old Second serves retail, commercial, industrial, and public-entity customers throughout the greater Chicago area via its offices in Cook, Kane, Kendall, DeKalb, DuPage, LaSalle and Will counties in Illinois.

Pathward Financial Inc.
- FUND II -
- Realized
- Sioux Falls, SD
- Brett Pharr

Pathward Financial Inc.
- FUND II -
- Realized
- Sioux Falls, SD
- Brett Pharr
At Pathward, we believe that banking should be accessible to everyone. We build solutions for markets where individuals and businesses are underserved.Pathward supports individuals as well as small and medium-size businesses. We use our national bank charter to empower partners, and our financial expertise to deliver solutions across two business lines: Banking as a Service (BaaS), and Commercial Finance.

SmartFinancial, Inc.
- FUND II -
- Realized
- Knoxville, TN
- William Young “Billy” Carroll Jr.

SmartFinancial, Inc.
- FUND II -
- Realized
- Knoxville, TN
- William Young “Billy” Carroll Jr.
- www.smartfinancialinc.com
SmartFinancial, Inc., based in Knoxville, Tennessee, is the bank holding company for SmartBank. SmartBank is a full-service commercial bank founded in 2007, with offices located in East Tennessee, the Florida Panhandle, and North Georgia. Striving to recruit the best people, deliver exceptional client service, strategic branching and a conservative and disciplined approach to lending have contributed to SmartBank’s success.

Southern States Bancshares, Inc.
- FUND II -
- Realized
- Anniston, AL
- Stephen W. Whatley

Southern States Bancshares, Inc.
- FUND II -
- Realized
- Anniston, AL
- Stephen W. Whatley
- www.southernstatesbank.net
Southern States Bancshares, Inc. is the holding company of Southern States Bank, which was founded in 2007 to provide a full suite of traditional banking products to customers in its primary markets of Alabama and Georgia. Southern States is a U.S. Small Business Association (SBA) preferred lender and operates a lending office in Atlanta, GA focused exclusively on providing SBA loans to meet the needs of small businesses.

Trinity Capital Corp.
- FUND II -
- Realized
- Los Alamos, NM
- John S. Gulas
Trinity Capital Corp. is a New Mexico-focused bank holding company headquartered in Los Alamos, New Mexico. Trinity operates through its wholly owned subsidiary Los Alamos National Bank to provide commercial and private banking services primarily to New Mexico based customers. Los Alamos National Bank was founded in 1963 by local investors to provide convenient, full-service banking to the unique scientific community that developed around the Los Alamos laboratory and continues to expand its market share and customer base. Los Alamos is a full-service commercial banking institution with six bank offices in Los Alamos, White Rock, Santa Fe and Albuquerque, New Mexico and an extensive network of ATM locations extending beyond this region.

U.S. Century Bank
- FUND II -
- Active
- Doral, FL
- Luis F. de la Aguilera
Building a Relationship Together… At U.S. Century Bank we have a strong focus on working together with our customers, our employees, and our communities to deliver not only a truly personal banking experience but a great place to live, work and grow in a culturally diverse enriching environment. We believe that your success drives our success and together we can build a truly successful community where families prosper and businesses grow and we all reach our full potential. Whether you are looking for a bank to handle your personal banking needs or a bank to help you grow your business, U.S. Century Bank has a comprehensive range of products to meet your needs and, more importantly, we have our people who are ready to give you the personalized individual attention you deserve.

White River Bancshares Company
- FUND II -
- Realized
- Fayetteville, AR
- Gary R. Head
White River is a Fayetteville, Arkansas-based bank holding company, operating through its wholly-owned subsidiary, Signature Bank of Arkansas, to provide a broad range of banking products and services throughout its target market of Northwest Arkansas. Signature operates five full-service branches in its primary markets of Arkansas’ Benton, Monroe, and Washington counties to meet the needs of its target customers, which include retail clients and small-to-medium sized businesses. In addition to providing traditional banking services, the Company offers investment, trust, and estate planning services to its customers through its subsidiary Signature Private Wealth Management, which maintains a partnership with Raymond James Financial.
*as of June 2023

ActiveWorx, Inc.
- FUND III -
- Realized
- King of Prussia, PA
- Martin Michael
ActiveWorx is a leading provider of omnichannel billing and payment solutions, customer engagement, and critical customer communication management through intelligent automation. ActiveWorx designs and develops cloud-based financial and operational software solutions which transform core business processes to automate the payment, approval, reconciliation, compliance and integration of payables, receivables, expenses, and other critical financial transactions. Its platform, ActiveOps has transformed business operations for clients within banking, insurance, retail, manufacturing, distribution and logistics sectors.

Amalgamated Bank
- FUND III -
- Realized
- New York, NY
- Lynne Fox
Amalgamated Bank is a New York-based full-service commercial bank and a chartered trust company with a combined network of 14 branches in New York City, Washington D.C., and San Francisco. The company also has a presence in Pasadena, CA and Boulder, CO. Amalgamated provides commercial banking and trust services nationally and offers a full range of products and services to both commercial and retail customers.

Amerant Bancorp Inc.
- FUND III -
- Active
- Coral Gables, FL
- Gerald P. Plush
Amerant Bancorp Inc. is a bank holding company that operates through its three subsidiaries: Amerant Bank, N.A, Amerant Investments, Inc. and Amerant Trust, N.A. T. Amerant provides individuals and businesses in the U.S. alongside select international clients with deposit, credit and wealth management services. Headquartered in Florida, Amerant operates banking centers in South Florida and Texas.

Auxilior Capital Partners
- FUND III, FUND IV -
- Active
- Philadelphia, PA
- Steve A. Grosso

Auxilior Capital Partners
- FUND III, FUND IV -
- Active
- Philadelphia, PA
- Steve A. Grosso
- www.auxcap.com
The world’s most prestigious manufacturers, franchisors, and financial institutions choose Auxilior because our team’s bespoke, sales-catalyst, supply chain finance programs are proven to increase sales and market share. Deep industry knowledge and experience, proven implementation methodology, and cutting-edge technologies converge seamlessly to enable a frictionless experience for partners, distribution channels, and end-user customers.

Banc of California, Inc.
- FUND III -
- Active
- Santa Ana, CA
- Jared M. Wolff
Banc of California is a bank holding company operating banking offices in the California counties of Los Angeles, Orange and San Diego. The company is headquartered in Irvine, California and currently provides complete banking services to the communities in Southern California.

BayCom Corp
- FUND III -
- Realized
- Walnut Creek, CA
- George J. Guarini
BayCom Corp, through its wholly owned operating subsidiary, United Business Bank, offers a full range of loans – including SBA, FSA and USDA guaranteed loans – and deposit products and services to businesses and their affiliates through its network of full service branches in California, Washington and New Mexico. BayCom also offers business escrow services and facilitates tax-free exchanges through its Bankers Exchange Division.

Bremer Financial Corp.
- FUND III -
- Active
- Saint Paul, MN
- Jeanne Crain
Bremer Bank has roots in the places where we live and work that go back to 1943, and a history of stepping up for our customers and communities that begins with our founder. Otto Bremer believed that if banks helped businesses in good times and bad, communities would thrive. Today, we’re proud to work with the people who grow our food, build our economy, and serve our neighbors. We offer banking, mortgage, investment, wealth management, trust and insurance in Minnesota, North Dakota and Wisconsin. We’re here to help you solve your toughest problems, seize your biggest opportunities, and achieve success on your terms, now and in the future.

Dogwood State Bank
- FUND III -
- Active
- Raleigh, NC
- Steven Jones
Dogwood State Bank, headquartered in Raleigh, NC, is a statewide community bank and was founded in 2019 through the recapitalization of Sound Bank. Dogwood operates primarily in the Raleigh and Charlotte markets through its three principal business units: Commercial Banking, Small Business Lending, and Builder Finance.

Equity Bancshares, Inc.
- FUND III -
- Active
- Wichita, KS
- Brad Elliot
Equity Bancshares, Inc. is the bank holding company for Equity Bank, offering a full range of financial solutions, including commercial loans, consumer banking, mortgage loans, trust and wealth management services and treasury management services. Headquartered in Wichita, KS, Equity also serves the surrounding communities in the Kansas City MSA, Northwest Arkansas, Northern Oklahoma, as well as South and Southwest Kansas.

First Bancshares of Texas, Inc. (purchased by Prosperity Bancshares Inc)
- FUND III -
- Active
- Midland, TX
- Kenneth L. Burgess Jr.

First Bancshares of Texas, Inc. (purchased by Prosperity Bancshares Inc)
- FUND III -
- Active
- Midland, TX
- Kenneth L. Burgess Jr.
- www.fcbtexas.com
First Bancshares of Texas, Inc (purchased by Prosperity Bancshares Inc)., is the holding company for FirstCapital Bank of Texas, an independent community bank with offices in Amarillo, Lubbock, Midland and Horseshoe Bay and Marble Falls, Texas. FirstCapital Bank was chartered in 1998 and First Bancshares was formed in 2002. First Bancshares of Texas is the only community bank serving the financial needs of the four major financial centers in the Panhandle, the Permian Basin Regions of Texas and Highland Lakes, each bringing economic diversification. FirstCapital Bank has been recognized as one of American Banker’s “Best Banks to Work For” for the past two years.

First Bank
- FUND III -
- Active
- Hamilton, NJ
- Patrick L. Ryan
First Bank is a New Jersey state-chartered bank with full-service branches in New Jersey and Pennsylvania. First Bank operates primarily in the central corridor of New Jersey, covering six of the state’s highest earning counties, as defined by median household income. Since its inception in 2007, the bank has broadened its initial focus in central New Jersey to include the corridor between Philadelphia and New York City. The bank offers a full range of deposit and loan products to individuals and businesses.

First National Bancshares, Inc
- FUND III, FUND IV -
- Active
- East Lansing, MI
- Ken Foote

First National Bancshares, Inc
- FUND III, FUND IV -
- Active
- East Lansing, MI
- Ken Foote
First National Bank of America (FNBA) has been committed to providing expertise and value to people, focusing on their financial needs for over 65 years. While financial goals are ever changing and economic conditions fluctuate, we remain consistent. As a nationally chartered bank, our financial strength and unparalleled commitment to provide exceptional service sets us apart from other financial institutions.We believe that our customers, staff, and shareholders value a financial institution that is resilient and always has their best interest at heart. Banking is personal and finances are a window into an individual’s life, so choosing the right institution is a significant decision that shouldn’t be taken lightly. At FNBA, we go out of our way to make banking about more than just the numbers.

Fortis Financial, Inc.
- FUND III -
- Active
- Denver, CO
- Christopher H. Luce
Fortis Financial, Inc., is the holding company for Fortis Private Bank, an independent community bank with offices in Denver, Colorado and Salt Lake City, Utah. Fortis serves the needs of affluent and high net worth professionals and executives, privately owned operating businesses and their owners, including professional service firms such as legal firms, accounting firms, and medical practices, and real estate investors. The Company specializes in providing personalized, relationship-based services, including private banking, business banking, and real estate lending to clients primarily in the Denver and Salt Lake City metropolitan areas.

Franklin Financial Network, Inc.
- FUND III -
- Realized
- Franklin, TN
- J. Myers Jones III

Franklin Financial Network, Inc.
- FUND III -
- Realized
- Franklin, TN
- J. Myers Jones III
Franklin Financial Network is a financial holding company for Franklin Synergy Bank. Founded in 2007, the bank provides a full range of banking and related financial services with a focus on service to small businesses, corporate entities, local governments and individuals. The Bank currently operates through 15 branches in the growing Williamson, Rutherford and Davidson Counties and one loan production/deposit production office in Wilson County, all within the Nashville metropolitan statistical area.

Georgia Banking Company
- FUND III -
- Active
- Sandy Springs, GA
- Bartow Morgan, Jr.
Georgia Banking Company, Inc. is a Sandy Springs, Georgia-based bank holding company, operating through its wholly-owned subsidiary, Georgia Banking Company. The Bank was founded in 1998 and provides a variety of financial services, including mortgage warehouse banking, commercial lending, and consumer banking. The Bank was recapitalized in 2021 and operates primarily in the Atlanta markets.

Grasshopper Bank, NA
- FUND III -
- Active
- New York, NY
- Michael A. Butler
Grasshopper Bank is a de novo high-touch commercial bank targeting technology and emerging industries in New York and other innovative markets nationwide. As a venture bank, Grasshopper offers a suite of banking services, including term loans, lines of credit, and owner-occupied real estate and asset-based lending. Grasshopper also offers deposit products in addition to digital and online banking services.

Limestone Bancorp, Inc. (purchased by Peoples Bancorp Inc.)
- FUND III -
- Active
- Louisville, KY
- John T. Taylor

Limestone Bancorp, Inc. (purchased by Peoples Bancorp Inc.)
- FUND III -
- Active
- Louisville, KY
- John T. Taylor
- www.limestonebank.com
Limestone Bancorp, Inc. (purchased by Peoples Bancorp Inc.) (f/k/a Porter Bancorp, Inc.) is a Louisville, Kentucky-based bank holding company which operates banking centers in 12 counties through its wholly-owned subsidiary Limestone Bank. Limestone’s markets include metropolitan Louisville and extend south along the Interstate 65 corridor to southern and south central Kentucky. Limestone also has a banking center in Lexington, Kentucky, the second largest city in the state. Limestone Bank is a traditional community bank with a wide range of personal and business banking products and services.

Metropolitan Bank Holding Corp.
- FUND III -
- Active
- New York, NY
- Mark DeFazio

Metropolitan Bank Holding Corp.
- FUND III -
- Active
- New York, NY
- Mark DeFazio
- http://metropolitanbankny.com/
Metropolitan Bank Holding Corp. is the bank holding company for Metropolitan Commercial Bank. The Bank provides a broad range of business, commercial and personal banking products and services to small and middle-market businesses, public entities and affluent individuals in the New York metropolitan area. The Bank is also an active issuer of debit cards for third-party debit card programs.

Narmi
- FUND III -
- Active
- New York, NY
- Nikhil Lakhanpal
Narmi is a developer of an online banking platform designed to automate and monitor financial transactions. The company’s platform offers features such as online banking and account opening with fraud protection, multi-factor authentication, transaction review, intrusion detection system and web application firewall, enabling financial institutions to get up to speed while maintaining compliance and engaging and retaining customers.

Numerated Growth Technologies, Inc.
- FUND III -
- Realized
- Boston, MA
- Dan O’Malley
transformation via the automation of the end-to-end small business (“SMB”) lending process, including loan origination and underwriting, borrower pre-screening, credit underwriting, pricing and prospect identification and marketing campaigns. Numerated’s mission is to help banks thrive in the lending market by leveraging data science and automation, improving profitability, averting the competition, and attracting new customers for sustained growth.

Old Second Bancorp, Inc.
- FUND III -
- Realized
- Aurora, IL
- James L. Eccher
Old Second Bancorp, Inc. is the holding company of Old Second National Bank, a national banking organization headquartered in Aurora, Illinois that provides commercial and retail banking services, as well as a full complement of trust and wealth management services. Old Second serves retail, commercial, industrial, and public-entity customers throughout the greater Chicago area via its offices in Cook, Kane, Kendall, DeKalb, DuPage, LaSalle and Will counties in Illinois.

Origin Bancorp, Inc.
- FUND III -
- Realized
- Ruston, AL
- Drake Mills
Origin Bancorp, Inc. is a financial holding company that conducts activities through its wholly-owned subsidiary, Origin Bank. Origin Bank, a more-than century old, Louisiana-chartered bank, provides a wide range of traditional banking services with a wide network of over 40 banking centers in Louisiana, Texas, and Mississippi. The Company listed its common stock on the Nasdaq Global Select Market under the symbol “OBNK” on May 8, 2018.

Peoples Bancorp Inc.
- FUND III -
- Realized
- Marietta, OH
- Charles W. Sulerzyski
Headquartered in Marietta, Ohio since 1902, Peoples Bank is one of the largest 200 banks in the United States with 113 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. Limestone Bank, a division of Peoples Bank, operates an additional 20 bank branches in Kentucky. Our vision is to be the Best Community Bank in America. Our motto is Working Together. Building Success. We offer services through Peoples Bank (which includes the divisions of Limestone Bank, Peoples Investment Services, Peoples Premium Finance and North Star Leasing), Peoples Insurance Agency, LLC and Vantage Financial, LLC. Making an impact in our local communities is a big part of what makes Peoples Bank different. As a community bank, we are dedicated to giving back via sponsorships, donations and volunteer efforts. The Peoples Bank Foundation turns 20 years old in 2023 and we are proud to report that the Foundation has awarded over $3 million in grants and scholarships from 2018 – 2022.

Primis Financial Corp.
- FUND III -
- Active
- McLean, VA
- Dennis J. Zember, Jr.
Primis Financial Corp, Inc. operates as the bank holding company for Primis Bank. The bank operates through 42 full-service retail branches in Virginia and seven full-services branches in Maryland. While the company offers a range of commercial banking services, it focuses on making loans secured primarily by commercial real estate and other types of secured and unsecured commercial loans to small and medium-sized businesses in a number of industries, as well as loans to individuals for various purposes, including 1-4 family residential loans.
Prosperity Bancshares Inc.
- FUND III -
- Realized
- El Campo, TX
- David Zalman
At Prosperity Bank, we’re dedicated to providing services that will simplify our customers’ everyday financial needs. We believe in building genuine relationships, providing positive experiences at every touchpoint from in-person to our digital channels, and backing our customer’s information and financial records with the highest level of security. At Prosperity Bank you’ll find knowledgeable associates ready to serve you with accuracy and a smile time and time again and we proudly care about the communities in which we serve.

QuarterSpot Inc.
- FUND III -
- Realized
- New York, NY
- Adam Cohen
QuarterSpot offers a cloud-based platform that helps financial institutions leverage artificial intelligence to better understand their customers, discover actionable signals in customer data to predictively solve customer needs and optimize lending. By analyzing millions of data points, AI is used to drive efficiency and scale, accelerate and optimize lending activities, and identify product recommendations based on customer behavior. The end-to-end digital origination and servicing of financial products, including online applications, instant decisioning, dynamic risk-based pricing is based on machine learning and predictive analytics. QuarterSpot’s Laso platform routes data sources through a workflow of cognitive intelligence models which enables Laso to deliver continuous real-time automated decisioning for financial products.

Reliant Bancorp, Inc.
- FUND III -
- Realized
- Brentwood, TN
- DeVan Ard Jr.
Reliant Bancorp, Inc. is a financial holding company for Reliant Bank. The bank operates banking centers in Cheatham, Davidson, Hamilton, Hickman, Maury, Montgomery, Robertson, Rutherford, Sumner, and Williamson counties, Tennessee. Reliant Bank is a full-service commercial bank that offers a variety of deposit, lending, and mortgage products and services to business and consumer customers.

Thread Bancorp Inc.
- FUND III -
- Active
- Rogersville, TN
- Chris Black
We believe the future of banking is digital, connected, contextual, and customer-first. We’re building a financial ecosystem of simplified banking solutions that weave seamlessly into your business and your life. Thread Bank was founded in Eastern Tennessee, which was a major launching point for Revolutionary War heroes heading West to claim their American dreams. That same pioneering spirit is driving the seasoned banking and fintech investors and executives who recapitalized the bank in May 2021 to help today’s business visionaries and dreamers succeed.

West Town Bancorp, Inc.
- FUND III -
- Realized
- Raleigh, NC
- Eric J. Bergevin
West Town Bancorp, Inc. is the multi-bank holding company for West Town Bank & Trust, a North Riverside, IL based state-chartered bank and Sound Bank, a Morehead City, NC based state-chartered bank. West Town Bank & Trust provides banking services through its offices in Illinois and North Carolina, while Sound Bank provides banking services through its offices in North Carolina. Primary deposit products are checking, savings, and time certificate accounts, and primary lending products are residential mortgage, commercial, and installment loans. Additionally, both banks engage in mortgage banking activities and, as such, originates and sells one-to-four family residential mortgage loans in multiple states.
*as of June 2023

AMPERSAND, INC.
- FUND IV -
- Active
- Milwaukee, WI
- Kelly Brown
Modern solutions for financial institutions and fintech

Auxilior Capital Partners
- FUND III, FUND IV -
- Active
- Philadelphia, PA
- Steve A. Grosso

Auxilior Capital Partners
- FUND III, FUND IV -
- Active
- Philadelphia, PA
- Steve A. Grosso
- www.auxcap.com
The world’s most prestigious manufacturers, franchisors, and financial institutions choose Auxilior because our team’s bespoke, sales-catalyst, supply chain finance programs are proven to increase sales and market share. Deep industry knowledge and experience, proven implementation methodology, and cutting-edge technologies converge seamlessly to enable a frictionless experience for partners, distribution channels, and end-user customers.

Avidbank Holdings, Inc
- FUND IV -
- Active
- San Jose, CA
- Mark D. Mordell
Avidbank is a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients’ expectations.
We specialize in commercial & industrial lending, venture lending, structured finance, asset-based lending, sponsor finance, fund finance, and real estate construction and commercial real estate lending.
Our experienced team collaborates with you to meet your banking needs whether on an individual or business level. Access to decision-makers provides a direct banking experience and an uncommon accountability. We serve organizations in the San Francisco Bay Area and beyond.
Responsive, Collaborative & Accountable. We do what we say.

Core10
- FUND IV -
- Active
- Nashville, TN
- Jeffery Hanson
We’re fluent in fintech.
Your business demands innovation, integration, and the ability to adapt at a freakishly fast pace. That’s why we’ve developed the pre-built integrations you need to turn up solutions in 90 days or less. It’s why we’ve recruited a deep pool of experienced, trained talent—right in our own backyard. And it’s why we’re always searching for ways to add value and reduce cost. Because we don’t just understand the financial services world, we thrive in it – and we want to see you win.

Encore Bancshares
- FUND IV -
- Active
- Little Rock, AR
- Chris Roberts
Encore Bank is a private, boutique bank with a commercial focus that couples highly-experienced and talented bankers with innovative technology to offer unprecedented levels of personal service and experiences to its clients through a hospitality-inspired concierge approach.

FieldPoint Private Holdings, Inc.
- FUND IV -
- Active
- Greenwich, CT
- Timothy J. Tully

FieldPoint Private Holdings, Inc.
- FUND IV -
- Active
- Greenwich, CT
- Timothy J. Tully
- http://www.fieldpointprivate.com/
Headquartered in Greenwich, CT, the Company is a bank holding company for Fieldpoint Private Bank & Trust (the “Bank”). The Company is a boutique financial firm providing an array of wealth planning, private banking and commercial banking services to wealthy families and small business executives.

Finexio
- FUND IV -
- Active
- Orlando, FL
- Ernest Rolfson
Finexio targets underserved domestic small and medium-sized enterprises in helping modernize and improve the efficiency of their accounts payable payment processes. Through machine learning and artificial intelligence, Finexio’s software interfaces with the client’s accounting system and selects the payment method (i.e., ACH, check, or virtual credit card) that generates the best financial outcome for the client.

First Internet Bancorp
- FUND IV -
- Active
- Indianapolis, IN
- David B. Becker
Since 1999 we have been dedicated to finding a better way to bank. And in 1999, that meant doing what had never been done before. So, our founder, David Becker had a radical notion. He decided to create a bank that lived entirely online. From its inception at David’s kitchen table, First Internet Bank has been driven by an entrepreneurial spirit.
So, yes we were the first state chartered, FDIC-insured institution to operate entirely online, but we didn’t stop there.
At First Internet Bank we believe in the power of personal connections. And personal connections are built on trust and understanding. That means we take the time to get to know you and provide the right solutions for your every need – from savings and checking accounts, to investments, loans and more.Whether it’s the time we save you, the personal connections we make, or the completeness of our offerings, we at First Internet Bank believe in a better way to bank.

First National Bancshares, Inc
- FUND III, FUND IV -
- Active
- East Lansing, MI
- Ken Foote

First National Bancshares, Inc
- FUND III, FUND IV -
- Active
- East Lansing, MI
- Ken Foote
First National Bank of America (FNBA) has been committed to providing expertise and value to people, focusing on their financial needs for over 65 years. While financial goals are ever changing and economic conditions fluctuate, we remain consistent. As a nationally chartered bank, our financial strength and unparalleled commitment to provide exceptional service sets us apart from other financial institutions.We believe that our customers, staff, and shareholders value a financial institution that is resilient and always has their best interest at heart. Banking is personal and finances are a window into an individual’s life, so choosing the right institution is a significant decision that shouldn’t be taken lightly. At FNBA, we go out of our way to make banking about more than just the numbers.

First Savings Financial Group, Inc.
- FUND IV -
- Realized
- Jeffersonville, IN
- Larry W. Myers

First Savings Financial Group, Inc.
- FUND IV -
- Realized
- Jeffersonville, IN
- Larry W. Myers
- www.fsbbank.net
First Savings Financial Group, Inc. operates as the bank holding company for First Savings Bank that provides various financial services to consumers and businesses in southern Indiana. The company operates through three segments: Core Banking, SBA Lending, and Mortgage Banking.

Libertas Funding, LLC
- FUND IV -
- Active
- Greenwich, CT
- Randy Saluck
Libertas Funding, LLC provides a range of lending products to small businesses nationally. Headquartered in Greenwich, CT, the Company offers merchant cash advances to smaller businesses nationwide.

New York Digital Investment Group
- FUND IV -
- Active
- New York, NY
- Robert Gutmann
NYDIG provides end-to-end infrastructure for any institution looking to enter the cryptocurrency ecosystem. That infrastructure includes asset management, custody, trading, lending, payments, derivates, and compliance solutions.

NewtekOne Inc.
- FUND IV -
- Active
- Boca Raton, FL
- Barry Sloane
NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business (“SMB”) market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses and reduce their risk.

PatientFi
- FUND IV -
- Active
- Irvine, CA
- Todd Watts
PatientFi partners with healthcare practices and product manufacturers to reduce cost barriers for patients seeking elective procedures. Healthcare practices use PatientFi’s point of sale technology to offer patients financing for cash pay treatments and procedures.

VersaBank
- FUND IV -
- Realized
- London, Ontario
- David Roy Taylor
VersaBank, a schedule I chartered bank, is a fully digital bank that utilizes proprietary financial technology to obtain all deposits and the majority of loans electronically. Versa provides funding for Canada’s leading technology-based point-of-sale consumer finance platforms and also owns and operates DRT Cyber, a full suite provider of cyber security solutions for private and government customers, and VersaVault, the first institutional grade bank vault for digital assets and cryptocurrencies.