M&A

This bank scrapped its SBA playbook for a better one

02/07/18

Patriot National in Connecticut planned to build a regional small-business lending operation on its own — until it had a chance to buy a national platform.

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Goldman is said close to buying personal-finance startup Clarity

02/07/18

Goldman Sachs is in discussions to acquire the personal finance startup Clarity Money, with plans to fold it into its Marcus online lender, according to people familiar with the matter.

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Deal for Hana lending unit to raise Patriot National's SBA profile

02/06/18

Patriot National in Connecticut would become the latest community bank to ramp up small-business lending with its $81 million deal to acquire Hana Financial's much larger SBA lending unit.

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Fifth Third beefs up investment bank with health care acquisition

02/06/18

The acquisition of Coker Capital Advisors would be the fifth nonbank deal for the Cincinnati company in the past year.

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SB Financial in Ohio looking for first post-crisis bank acquisition

02/05/18

The company, which is planning to sell at least $25 million in stock, said in a presentation tied to the offering that it is well positioned for M&A.

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UMB Financial sells asset manager it obtained in 2015

02/01/18

The Kansas City, Mo., company sold Marquette Asset Management, a business it gained as part of its purchase of Marquette Financial Cos., to the firm's principals.

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HarborOne expands New England mortgage business with latest acquisition

01/31/18

The Massachusetts bank — and former credit union — bought Cumberland County Mortgage in Maine.

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There's always another job for a turnaround specialist

01/31/18

Thomas O’Brien made a series of aggressive cuts at Sun Bancorp in New jersey before orchestrating its sale to OceanFirst.

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BB&T sells U.S. factoring portfolio

01/31/18

The regional bank sold the business, which serves about 90 clients, to a New York commercial finance firm.

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A year after longtime CEO's passing, successor tackles twin challenge

01/30/18

Hadley Robbins had a difficult task stepping in after Melanie Dressel's unexpected death last year. Now he must find ways to keep expanding without disrupting a system that has proved successful.

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