First Citizens Bank

First Citizens Bank helps customers do more with money. It is a full-service banking institution, Its parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), has more than $35 billion in assets. First Citizens is now a family-controlled bank, with a record of stable leadership few institutions can rival. First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and a full-service telephone bank and sophisticated online and mobile banking offerings. The company is committed to reflecting the rich diversity of the communities where it does business. It strives to encourage associates to accomplish the full potential by contributing to business success and service excellence. The security of financial information is among the company's priorities. First Citizens Bank was founded on 1898 and is headquartered in Raleigh, North Carolina.

Travis Flodine

Managing Director

Ryan Palmquest

Senior Vice President

Past deals in North Carolina

Morningstar Properties

Debt Financing in 2022
Morningstar Properties is a real estate developer, owner and operator of real estate products of passionate, bright, driven learners who are dedicated to providing the best customer experiences in their industries.

Entegra Bank

Acquisition in 2019
Entegra Bank offers a range of retail and commercial banking products and services primarily in the United States. It provides various deposit accounts, including savings, checking, money market accounts, and certificates of deposit, as well as individual retirement accounts. The bank specializes in lending, offering commercial real estate loans, residential mortgage loans, home equity loans and lines of credit, and construction loans. Entegra Bank also serves small to mid-sized businesses and individuals by facilitating consumer loans and other financial products. With a network of branches and loan production offices across Western North Carolina, Upstate South Carolina, and northern Georgia, Entegra Bank is committed to meeting the banking needs of its diverse clientele. Founded in 1922 and headquartered in Franklin, North Carolina, Entegra Bank has evolved through various changes, including its acquisition by First-Citizens Bank & Trust Company.
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