Investment Summary |
|
|---|---|
| Date | 2009-11-01 |
| Target | Primis Financial |
| Sector | Financial Services |
| Investor(s) |
Patriot Financial Partners
Castle Creek Capital |
| Deal Type | PIPE |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Focused |
Patriot Financial Partners is a private equity firm focused on acquiring and investing in community based banks, thrifts, and other related financial services companies throughout the US. Patriot is a hands-on investor and seeks businesses with assets between $500 million and $5 billion. Patriot Financial Partners was established in 2007 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 32 |
| Sector: Financial Services M&A | 5 of 31 |
| Type: PIPE M&A Deals | 3 of 15 |
| State: Virginia M&A | 1 of 2 |
| Country: United States M&A | 5 of 32 |
| Year: 2009 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-09-01 |
1st United Bancorp
Boca Raton, Florida, United States 1st United Bank, is a Florida chartered commercial bank, which operates 21 branches in southeast and central Florida, including Brevard, Broward, Hillsborough, Indian River, Miami-Dade, Orange, Palm Beach, and Pinellas Counties. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-12-01 |
Community West Bancshares
Fresno, California, United States Community West Bancshares is a regional bank serving the agriculture sector. Community West Bancshares was incorporated in 1979 and is headquartered in Fresno, California. |
Buy | - |
| 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 | 7 of 23 |
| Sector: Financial Services M&A | 7 of 22 |
| Type: PIPE M&A Deals | 3 of 10 |
| State: Virginia M&A | 1 of 3 |
| Country: United States M&A | 7 of 23 |
| Year: 2009 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-10-01 |
West Coast Bancorp.
Lake Oswego, Oregon, United States West Coast Bancorp is a Northwest bank holding company headquartered in Oregon with $2.4 billion in assets, and the parent company of West Coast Bank and West Coast Trust Company, Inc. West Coast Bank operates 58 branches in Oregon and Washington. The Company offers a broad range of banking, investment, fiduciary and trust services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-03-12 |
Heritage Oaks Bancorp.
Paso Robles, California, United States Heritage Oaks Bancorp. is a holding company for Heritage Oaks Bank which provides personal and business banking solutions. With $2.0 billion in assets, Heritage Oaks Bancorp is headquartered in Paso Robles, California and is the holding company for Heritage Oaks Bank. Heritage Oaks Bank operates two branch offices each in Paso Robles and San Luis Obispo; single branch offices in Atascadero, Templeton, Cambria, Morro Bay, Arroyo Grande, Santa Maria, Goleta and Santa Barbara; as well as a single loan production office in Ventura/Oxnard. Heritage Oaks Bank conducts commercial banking business in San Luis Obispo, Santa Barbara, and Ventura counties. |
Buy | - |
