KeyState Captive Management (KeyState) is the country’s largest provider of captive management and investment portfolio services to community banks. KeyState offers banks with over $800 million in assets the opportunity to form a wholly-owned captive insurance company through its Bank Captive Program. A captive insurance company, or a legally licensed limited purpose property and casualty…
For 25 years, Evolv has partnered with banks offering their customers robust solutions while maintaining our high standard of excellence in customer service. Our partners love our: Extremely competitive non-interest, revenue-generating income Custom CRM that tracks referrals, merchant processing activity, notes, and more Dedicated, in-house customer/technical support for merchants and partners, keeping our wait-time to…
Gulf Coast Small Business Lending is a nationwide SBA Preferred Lender offering loans up to $5 Million. We work closely with bankers to help eliminate the risk of a “no” and protect your customer relationships. Although we are a bank (and a direct lender) we do not offer retail banking services in the Carolinas. We…
About Janney The Financial Institutions Group at Janney serves financial institutions looking to better manage assets, risks, and operations, and create shareholder value. Our aim is to provide this service by offering expert advisory in a buy-side or sell-side M&A role, as well as guidance in capital raising transactions through equity or debt instruments for…
SRM (Strategic Resource Management) has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, digital assets, and overall operating efficiency. SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for clients in an environment of…
Wyrick Robbins is a full-service law firm with a collaborative culture and a focus on growth-oriented businesses. We handle financial and corporate transactions, commercial litigation, and other legal needs for a diverse range of clients. Our experience and knowledge of our clients’ businesses and industries also enable our firm to serve as trusted advisers to…
Asset management firm that has been providing private credit and private equity to lower-and middle market businesses for over twenty years. Since our inception in 1998, Capitala has invested over $2.2 billion into small businesses and strives to make an impact through responsible investing and a unified mission to support social impact initiatives.