Financial Services Merger Transactions

United Security Bank is a state-chartered independent community bank that provides a range of personal and business banking products and financial services, including checking and savings accounts, commercial and real estate loans, online and mobile banking, cash management services, and other deposit and lending solutions. United Security Bank was founded in 1987 and is headquartered in Fresno, California.

Community West Bancshares
Company
Financial Services
Fresno, California
www.communitywestbank.com
Advisors: Otteson Shapiro , Janney Montgomery Scott

First Fidelity Bank is a community bank serving citizens of DeKalb County and surrounding communities in Northeast Alabama. The bank promotes thrift and home ownership through offering competitive FDIC-insured deposit products and responsible home loan programs tailored to meet the needs of its customers, and offers a wide range of deposit and loan products for small businesses. First Fidelity Bank is based in Fort Payne, Alabama.

First Bank of Alabama
Company
Financial Services
Talladega, Alabama
www.fbal.bank
Advisors: Compton Jones Dresher LLP , Olsen Palmer

MCB offers personal and business banking services, including checking and savings accounts, loans (mortgage, individual, and business), credit cards, online banking, and treasury/merchant services. MCB is based in Knoxville, Texas.

Home Bank
Company
Financial Services
Conway, Arkansas
www.homebancshares.com
Advisors: Mitchell, Williams, Selig, Gates & Woodyard , Hovde Group , DD&F Consulting Group

Citizens Group is one of the prime financial services groups in Trinidad & Tobago. Citizens Group offer a full range of retail, corporate and merchant banking services as well as asset management, trustee and brokerage services.

Park National
Company
Financial Services
Newark, Ohio
www.parknationalcorp.com

Middlefield Banking intends to use the capital to grow its franchise organically and through open-bank and FDIC-assisted transactions. Middlefield Banking was founded in 1901 and is based in Beachwood, Ohio.

Farmers National Bank
Company
Financial Services
Canfield, Ohio
www.farmersbankgroup.com
Advisors: Vorys, Sater, Seymour and Pease , Janney Montgomery Scott

SWK Holdings is a life science-focused specialty finance company partnering with small- and mid-sized commercial-stage healthcare companies. SWK provides non-dilutive financing to fuel the development and commercialization of lifesaving and life-enhancing medical technologies and products. SWK Holdings is based in Dallas, Texas.

Runway Growth Capital
Company
Financial Services
Menlo Park, California
www.runwaygrowth.com
Advisor: Simpson Thacher & Bartlett

Wealthstream Advisors is an independent registered investment advisor (RIA) providing personalized financial planning and investment management. The Firm emphasizes an academic, evidence‑based approach to portfolio construction, focusing on after‑tax returns, low costs, and long-term discipline. Wealthstream Advisors was founded in 1996 and is based in New York, New York.

Greenspring Advisors
Company
Financial Services
Towson, Maryland
www.greenspringadvisors.com

Vista Bank is a commercial bank that offers a comprehensive suite of personal and business banking products at its 11 full-service banking facilities in the Lubbock MSA and a loan production office in DFW. Vista Bank was founded in 1912 and is based in Dallas, Texas.

NBH Bank
Company
Financial Services
Greenwood Village, Colorado
www.nationalbankholdings.com
Advisors: Wachtell, Lipton, Rosen & Katz , Keefe, Bruyette & Woods

BankCap Partners
Investor
Private Equity Firm
Dallas, Texas
www.bankcap.com

Graypoint is a registered investment adviser providing wealth management, financial planning, and investment advisory services. Graypoint is based in Albany, New York.

Cerity Partners
Company
Financial Services
New York, New York
www.ceritypartners.com

Dogwood State Bank is a state-chartered community bank with approximately $1 billion in total assets. The organization provides a wide range of banking products and services through its online offerings and branch offices in North Carolina. Dogwood State Bank is based in Raleigh, North Carolina.

TowneBank
Company
Financial Services
Suffolk, Virginia
www.townebank.com
Advisors: Wachtell, Lipton, Rosen & Katz , Raymond James - Investment Banking

Nakamoto is a Bitcoin treasury and financial services company that aims to catalyze global Bitcoin adoption through capital markets. Nakamoto was founded in 2008 and is based in Nashville, Tennessee.

Kindly MD
Company
Healthcare Services
Salt Lake City, Utah
www.kindlymd.com

Fentura Financial is a bank holding company. The Company owns a controlling interest in The State Bank headquartered in Fenton, Mich. The State Bank is a full-service community bank offering a wide range of banking services to individuals, small business and government entities in the markets it serves. Fentura Financial was incorporated in 1898 and is based in Fenton, Michigan.

ChoiceOne Bank
Company
Financial Services
Sparta, Michigan
www.choiceone.com
Advisors: Warner Norcross + Judd , Janney Montgomery Scott

American Bank is a Texas-based commercial and retail bank that provides personal and business banking solutions, including checking and savings accounts, commercial loans, equipment finance, mortgage, and wealth management services. The Bank was founded in 1970 and is headquartered in Corpus Christi, Texas.

Prosperity Bank
Company
Financial Services
Houston, Texas
www.prosperitybankusa.com
Advisors: Wachtell, Lipton, Rosen & Katz , Keefe, Bruyette & Woods

Wichita Falls Bancshares is a bank holding company of First National Bank, a provider of financial services. Wichita Falls Bancshares was founded in 1985 and is based in Wichita Falls, Texas.

Investar Brilliant Bank
Company
Financial Services
Baton Rouge, Louisiana
www.investarbank.com
Advisors: Fenimore, Kay, Harrison & Ford , Janney Montgomery Scott

Endeavour Private Wealth serves high-net-worth families, business owners, and executives across Houston and the U.S., offering expertise in financial planning, investment management, and multigenerational wealth strategies. Endeavour Private Wealth is based in Houston, Texas.

MRM CPAs & Wealth Advisors
Company
Financial Services
Frisco, Texas
www.mrmcpas.com

Halifax Wealth Management of Raymond James offers an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals. Halifax Wealth Management of Raymond James was founded in 2005 and is based in New Smyrna Beach, Florida.

CrossleyShear Wealth Management
Company
Financial Services
Heathrow, Florida
www.crossleyshear.com