Investment Summary |
|
|---|---|
| Date | 2021-05-11 |
| Target | Sunflower Bank |
| Sector | Financial Services |
| Investor(s) |
JLL Partners
Castle Creek Capital |
| Deal Type | Stake Purchase |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 5.8B USD |
| Size | Mega |
| Type | Sector Agnostic |
JLL Partners, Inc. is a private equity investment firm that invests alongside management in middle-market companies. JLL prefers control investments in sectors such as healthcare services, medical products, food and consumer products, chemicals, broadcasting, transportation, automotive, industrial manufacturing, and distribution. In addition to traditional buyout transaction, JLL also seeks distressed/turnaround situations. JLL Partners was formed in 1988 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 40 |
| Sector (Financial Services) | 5 of 5 |
| Type (Stake Purchase) | 3 of 3 |
| State (Colorado) | 2 of 2 |
| Country (United States) | 36 of 38 |
| Year (2021) | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-11 |
Pioneer Bank
Austin, Texas, United States Pioneer Bank is a bank holding company headquartered in Houston, Texas that operates community bank branches in Dallas, Houston and San Antonio, Texas. The company backs veteran bankers in each of the local markets to focus on originating low-risk commercial loans and gather core deposits from small and middle-market business customers. All branches operate under the unified “Pioneer Bank” brand. Pioneer Bank was founded in 2005 and is based in Austin, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-14 |
American Dental Partners
Wakefield, Massachusetts, United States American Dental Partners is a dental practice management company that provides business services to medically-oriented, multi-specialty dental groups, with over 270 facilities across more than 20 states. ADPI was formed in 1995 and is based in Wakefield, Massachusetts. |
Sell | - |
| Category | Asset Manager |
|---|---|
| Founded | 1992 |
| PE ASSETS | 750M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Castle Creek Capital is a private investment firm that makes control investments in U.S.-based community banks with less than $10 billion of assets. The firm specializes in operating, recapitalizing and strategically refocusing US based banks. Castle Creek targets smaller, healthier banks that are under-performing or lack critical mass. Castle Creek offers the resources to then implement a roll-up acquisition program. Castle Creek Capital LLC was founded in 1992 and is based in Rancho Santa Fe, California.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 23 |
| Sector (Financial Services) | 22 of 22 |
| Type (Stake Purchase) | 5 of 5 |
| State (Colorado) | 2 of 2 |
| Country (United States) | 22 of 23 |
| Year (2021) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-10 |
MBT Financial
Monroe, Michigan, United States MBT Financial is an independently-owned community bank that offers a complete range of services to commercial and retail clients. MBT Financial was founded in 1858 and is based in Monroe, Michigan. |
Sell | $291M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-09 |
Guaranty Federal Bank
Springfield, Missouri, United States Guaranty Federal Bank is a bank holding company that provides financial services. Guaranty Federal Bank currently has 16 banking locations in Springfield, Joplin, Carthage, Ozark, Nixa, and Neosho, Missouri. Guaranty Federal Bank was founded in 1913 and is based in Springfield, Missouri. |
Sell | $152M |
