FiledIssuerIndustrySold
Mar 2025Sunup Hospitality LLCAgents: Carolyn Anderson, David GladdenRestaurants-
Mar 2025Sunup Hospitality LLCAgents: Carolyn Anderson, David GladdenRestaurants-
Mar 2025Lightspring Capital II, LPPooled Investment Fund-
Apr 2024Fidelity Bancshares, Inc.Commercial Banking$450k
Mar 2024CLI CapitalREITS and Finance$4.5M
Mar 2024Crystal Capital International Fund SPCAgents: Mark WhidbyPooled Investment Fund$247M
Mar 2024Crystal Capital Fund Series, LLCAgents: Mark WhidbyPooled Investment Fund$386M
Mar 2023Crystal Capital Fund Series, LLCAgents: Mark WhidbyPooled Investment Fund$371M
Mar 2023Crystal Capital International Fund SPCAgents: Mark WhidbyPooled Investment Fund$160M
Nov 2022CLI CapitalREITS and Finance$3.3M
Nov 2022Lamar Street Investment Partners, LLCCommercial Banking$4.0M
Oct 2022Valesco Fund III, L.P.Agents: Commerce Street CapitalPooled Investment Fund$151M
Apr 2022Bluehenge Capital SBIC II, L.P.Pooled Investment Fund$52M
Mar 2022Crystal Capital Fund Series, LLCAgents: Mark WhidbyPooled Investment Fund$337M
Mar 2022Crystal Capital International Fund SPCAgents: Mark WhidbyPooled Investment Fund$145M
Mar 2022TAPNPAY, Inc.Other$40k
Feb 2022District EIA Acquisitions, LLCAgents: n/aOther Real Estate$771k
Dec 2021Devils River Series C, LLC.Other-
Nov 2021Lineage Financial Network, Inc.Other Banking and Financial Services$4.2M
Aug 2021Odessa SouthWest Bancshares, Inc.Commercial Banking$20M
Jul 2021FineMark Holdings, Inc.Commercial Banking$55M
Jun 2021INcapital Ventures Fund I, LPOther$27M
May 2021First Citizens Bancshares, Inc./TXAgents: N/ACommercial Banking$10M
Apr 2021Lineage Financial Network, Inc.Other Banking and Financial Services$1.2M
Mar 2021Lamar Bancorporation, Inc.Other Banking and Financial Services-
Mar 2021Olney Bancshares Of Texas IncOther Banking and Financial Services$35M
Dec 2020FineMark Holdings, Inc.Commercial Banking$21M
Oct 2020Salvosa Group, Inc.Agents: Commerce Street Capital, LLCCommercial Banking$150k
Sept 2020Stone Lock Global, Inc.Other Technology$1.1M
Aug 2020ERP Funds III, LLCPooled Investment Fund$10M
Jul 2020New Venture Group, Inc.Other Banking and Financial Services$3.0M
May 2020Lightspring Capital I, LPPooled Investment Fund$31M
Mar 2020CLI CapitalREITS and Finance$16M
Mar 2020Stone Lock Global, Inc.Other Technology$950k
Jun 2019Reeves Bancshares, Inc.Other Banking and Financial Services$4.0M
Apr 2019Stone Lock Global, Inc.Other Technology$3.7M
Mar 2019Crystal Capital International Fund SPCAgents: Mark WhidbyPooled Investment Fund$145M
Mar 2019Crystal Capital Fund Series, LLCAgents: Mark WhidbyPooled Investment Fund$319M
Feb 2019Stone Lock Global, Inc.Other Technology$1.3M
Dec 2018Texas Citizens Bancorp, Inc.Other Banking and Financial Services$7.5M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.