FiledIssuerIndustrySold
Dec 2025Tech Credit UnionOther Banking and Financial Services$4.0M
Oct 2025USF Federal Credit UnionOther Banking and Financial Services$8.0M
May 2025Fundworks, LLCOther Banking and Financial Services$10M
Apr 2025Red Crown Federal Credit UnionOther Banking and Financial Services$6.0M
Dec 2024University of Illinois Community Credit UnionOther Banking and Financial Services$9.0M
Oct 2024Alabama ONE Credit UnionOther Banking and Financial Services$23M
Aug 2024Quorum Federal Credit UnionCommercial Banking$8.0M
Jul 2024Nano Financial Holdings, Inc.Commercial Banking$25M
Jun 2024Gesa Credit UnionCommercial Banking$20M
Mar 2024CFG Merchant Solutions, LLCOther Banking and Financial Services$10M
Dec 2023Water & Power Community Credit UnionOther Banking and Financial Services$7.5M
Mar 2023US Claims Litigation Funding, LLCAgents: Brean Capital, LLCOther Banking and Financial Services$13M
Feb 2023CFG Merchant Solutions, LLCOther Banking and Financial Services$20M
Jan 2023University of Illinois Community Credit UnionOther Banking and Financial Services$3.0M
Dec 2022Listerhill Credit UnionOther Banking and Financial Services$9.0M
Dec 2022Targeted Lending Co., LLCOther Banking and Financial Services$10M
Nov 2022Edwards Federal Credit UnionOther Banking and Financial Services$5.0M
Oct 2022Park Side Financial Credit UnionOther Banking and Financial Services$3.0M
Aug 2022Liberty Federal Credit UnionOther Banking and Financial Services$15M
Aug 2022Alabama Credit UnionOther Banking and Financial Services$19M
May 2022Credit Union of New Jersey, A Federal Credit UnionOther Banking and Financial Services$7.0M
May 2022Fundworks, LLCOther Banking and Financial Services$30M
May 2022Spokane Teachers Credit UnionOther Banking and Financial Services$50M
Apr 2022First Bancshares, Inc. \In\Commercial Banking$60M
Apr 2022Plum, Inc.Commercial$10M
Jul 2021Farmers State Financial Corp.Commercial Banking$15M
Jun 2021Balboa Capital CorpOther$50M
Apr 2021Citizens B&T Holdings IncCommercial Banking$30M
Mar 2021Mbs Spv I, LLCOther$60M
Jan 2021BayoTech Holdings, LLCOther Energy$10M
Nov 2020Targeted Lease Capital LLCOther Banking and Financial Services$5.0M
Oct 2020Evergreen Bancshares IncAgents: Brean Capital, LLCCommercial Banking$16M
Aug 2020Midwest Regional Bancorp, Inc.Commercial Banking$5.0M
Jun 2020Eagle Bancorp Montana, Inc.Commercial Banking$15M
Mar 2020Fundworks, LLCOther Banking and Financial Services$20M
Dec 2019North Mill Equipment Finance LLCOther-
Jul 2019Nano Financial Holdings, Inc.Commercial Banking$25M
Apr 2019Retail Capital Holdings, LLCOther Banking and Financial Services$7.0M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.