Cadence Bank

Cadence is a regional banking company with more than $6.7 billion in assets. Through Cadence Bank, its operating subsidiary, Cadence operates a network of more than 95 branches in Alabama, Florida, Mississippi, Georgia, Tennessee and Texas. By understanding what moves our customers and staying in lock step with them through all phases of their financial lives, Cadence Bank provides a unique and refreshing banking alternative to those who demand something dramatically better than what they’ve experienced in the past. Innovative new methods and products for both commercial and personal customers that add value to your lives. A hyper-focused customer service team that keeps the rhythm of our relationship running smoothly. Top-tier professionals on the front line that have a track record of success. And right in tune with you, a commitment to making the community in which we work and live a better place

Sharon Geib

President, Mortgage Division

Jeffrey Jaggers

Senior Executive Vice President and COO

Jacob Juba

Senior Vice President - Middle Market Banking Cadence Bank, N.A

19 past transactions

Industry Bancshares

Acquisition in 2025
Industry Bancshares is a diversified financial services holding company. Industry Bancshares serving both individuals and businesses with a focus on community banking.

Housing Economic Resources & Education

Grant in 2025
Housing Economic Resources & Education is a nonprofit organization that was founded to give people in the real estate sector access to financial resources.

FB Financial Corp.

Acquisition in 2025
FB Financial Corp. provides a full range of financial services.

CP Direct

Debt Financing in 2023
CP Direct is a printing company that specializes in providing comprehensive services for the production of printed materials. The company offers a wide range of services, including digital prepress, commercial printing, bindery, finishing, and direct mailing. By supporting businesses, non-profits, agencies, and trade associations, CP Direct helps clients navigate the complexities of printing to enhance their marketing efforts and drive revenue. Through its expertise and equipment, the company aims to deliver effective printing solutions tailored to the specific needs of its clients.

SWK Holdings

Post in 2022
SWK Holdings Corporation (“SWK”) is a publicly traded, specialized finance company with a focus on the global healthcare sector. SWK partners with ethical product marketers and royalty holders to provide flexible financing solutions at an attractive cost of capital to create long-term value for both SWK’s business partners and its investors.

Christmas In April Grenada

Grant in 2022
Christmas in April is a non-denominational volunteer organization that repairs the homes of senior citizens who are either low-income or physically challenged.

The Fuller Center for Housing of Northwest Louisiana

Grant in 2022
The Fuller Center NWLA works in collaboration with service-oriented organizations and countless volunteers to build new homes.

Producers Midstream

Debt Financing in 2022
Producers Midstream is a newly established portfolio company that specializes in providing comprehensive midstream services to producers across the United States. The company focuses on greenfield projects and strategic acquisitions in high-growth basins, particularly in Texas, Oklahoma, and New Mexico. Its service offerings include infield gathering and compression infrastructure, gas processing and treating, transmission and marketing, as well as liquid handling and storage. By delivering these turnkey solutions, Producers Midstream enables upstream operators to concentrate on their core activities while enhancing operational efficiency and supporting growth in the evolving energy landscape.

BancorpSouth

Acquisition in 2021
BancorpSouth Bank is a financial institution that provides a comprehensive range of commercial banking and financial services to individuals and small to medium-sized businesses. Operating through various segments, including Banking Services, Mortgage, Insurance, and Wealth Management, the bank offers a wide array of deposit products, commercial loans, and residential mortgage options. Its lending services encompass term loans, lines of credit, construction loans, and consumer loans, catering to diverse financial needs. BancorpSouth also acts as an insurance agent, offering property and casualty, life, and health insurance products. Additionally, the bank provides trust and investment management, asset management, and retirement solutions. With nearly 300 locations across Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee, Texas, and Illinois, BancorpSouth combines regional banking convenience with the personalized service characteristic of community banks. Founded in 1876 and headquartered in Tupelo, Mississippi, the bank emphasizes an entrepreneurial approach and community engagement to foster growth and improve the quality of life in the areas it serves.

Guardian Pharmacy Services

Debt Financing in 2018
Guardian Pharmacy is a prominent pharmacy services provider that focuses on the needs of long-term care communities, including assisted living facilities, skilled nursing homes, group homes, behavioral health centers, and organizations supporting individuals with intellectual and developmental disabilities. The company offers a comprehensive range of technology-enabled services aimed at enhancing medication management and adherence among residents. By emphasizing personalized clinical support and tailored drug dispensing, Guardian Pharmacy seeks to improve clinical outcomes and reduce overall care costs in lower acuity long-term care facilities. Their consultative approach ensures that the pharmacy administration process is efficient and aligned with the specific needs of each community they serve.

State Bank Financial Corporation

Acquisition in 2018
State Bank and Trust Company is a full service financial company. State Bank provides a full suite of banking services including personal banking, business, and commercial banking, mortgage lending, equipment financing, and payroll and insurance services.

Donuts

Debt Financing in 2017
Donuts Inc is the registry of next generation domain names. With nearly 200 top-level domains, and millions of registrants, Donuts offers a wide variety of clear and meaningful names that represent your identity online in the best possible way. Whether looking for business identifiers (.ltd), navigation (.support), vertical market specifics (.builders) or broad-based generics (.world), their portfolio offers unequaled precision and differentiation. Using their industry-first DPML product, they also work with a large majority of the top global brands to protect their trademarks online. With office locations in Seattle, Washington DC, Los Angeles, London and Hong Kong, they sell their products through the world's leading registrars and resellers, including Go Daddy, Alibaba and 1and1.

Lucid Energy Group

Debt Financing in 2017
LUCID ENERGY GROUP is a midstream services company providing gathering, treating, processing, compression and transportation services to producers working in the Permian Basin. LUCID has developed and is continuing to expand its greenfield gathering and processing facilities in the high-growth production areas of the Wolfcamp and Clines shales. LUCID was formed in 2011 with equity commitments from EnCap Flatrock Midstream of San Antonio. Headquartered in Dallas, LUCID is focusing its operations on the Eastern Shelf region of the Permian Basin and has field offices near its operating assets in Sterling City and San Angelo. The company's ability to create unique solutions distinguishes LUCID and puts the company in a strong position to meet the accelerating demand for midstream infrastructure in the region. At LUCID, they understand how important service is to our customers. They hold fast to their vision and creativity. They believe in communicating clearly so that every deal is easily understood. They are perceptive and in the moment with our customers while we work hard to develop unconventional solutions and partner with them for success. Their customers trust them because there are no surprises. At LUCID, they are Vision At Work.

Goodnight Midstream

Debt Financing in 2016
Goodnight Midstream, LLC, based in Dallas, Texas, specializes in fluids management services for oil and gas producers across North Dakota, Wyoming, Texas, and New Mexico. Founded in 2011, the company has established itself as a leading independent provider of water gathering and disposal services, particularly in the Bakken region. Goodnight Midstream operates an extensive network that includes over 150 miles of saltwater gathering pipelines and 16 saltwater disposal facilities. The company focuses on the gathering and disposal of produced saltwater, helping clients minimize environmental impact, enhance health and safety, and reduce lease operating expenses.

Ixia

Post in 2015
Ixia provides the industry's most comprehensive converged IP network validation and network visibility solutions. Equipment manufacturers, service providers, enterprises, and government agencies use Ixia's solutions to design, verify, and monitor a broad range of wired, Wi-Fi, and 3G/LTE equipment and networks. Ixia's test solutions emulate realistic media-rich traffic and network conditions so that customers can optimize and validate the design, performance, and security of their pre-deployment networks. Ixia's intelligent network visibility platforms provide clarity into physical and virtual production networks for improved performance, security, resiliency, and application delivery of cloud, data center, and service provider networks.

Lucid Energy Group

Debt Financing in 2014
LUCID ENERGY GROUP is a midstream services company providing gathering, treating, processing, compression and transportation services to producers working in the Permian Basin. LUCID has developed and is continuing to expand its greenfield gathering and processing facilities in the high-growth production areas of the Wolfcamp and Clines shales. LUCID was formed in 2011 with equity commitments from EnCap Flatrock Midstream of San Antonio. Headquartered in Dallas, LUCID is focusing its operations on the Eastern Shelf region of the Permian Basin and has field offices near its operating assets in Sterling City and San Angelo. The company's ability to create unique solutions distinguishes LUCID and puts the company in a strong position to meet the accelerating demand for midstream infrastructure in the region. At LUCID, they understand how important service is to our customers. They hold fast to their vision and creativity. They believe in communicating clearly so that every deal is easily understood. They are perceptive and in the moment with our customers while we work hard to develop unconventional solutions and partner with them for success. Their customers trust them because there are no surprises. At LUCID, they are Vision At Work.

Encore Bank

Acquisition in 2012
Encore Bank is a community bank that provides full-service banking and individualized personal customer care.
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