JPMorgan Supports Blucora Acquisition of HK Financial Services

Blucora has entered into an agreement to acquire privately-held HK Financial Services (HKFS), a CPA-focused, registered investment advisor.

January 10, 2020 Blucora | Haynes and Boone | JPMorgan | KeyBank | SunTrust nadine

Truist Names Community Banking Regional Presidents

Truist Financial, the result of the historic merger of equals between BB&T and SunTrust, named 24 regional presidents who will champion its community banking model in many high-growth markets in the country.

December 11, 2019 BB&T | SunTrust | Truist nadine

PNC Upsizes Agree Realty Facility to $600MM

Agree Realty amended its revolving credit facility and term loan to increase its senior credit facility to $600 million.

December 10, 2019 Agree Realty | Capital One | Citizens Bank | JPMorgan Chase | PNC Bank | Raymond James Bank | Regions Bank | SunTrust | U.S. Bank nadine

RBC Agents $275MM Revolver for US LBM

US LBM Holdings has amended its revolving credit facility. Royal Bank of Canada served as administrative agent for the transaction.

November 6, 2019 Barclays | Credit Suisse | Royal Bank of Canada | SunTrust | U.S. Bank | US LBM Holdings | wells fargo nadine

Wells Fargo Agents $400MM Revolver for Tyler Technologies

Tyler Technologies has entered into a new five-year, $400 million revolving credit facility with Wells Fargo as administrative agent.

October 7, 2019 Citizens Bank | MUFG | PNC Capital Markets LLC | SunTrust | Tyler Technologies | wells fargo nadine

SunTrust Extends PennantPark $475MM Facility

PennantPark Investment Corporation amended its multi-currency, senior secured revolving credit facility with certain lenders and SunTrust Bank acting as administrative agent.

September 10, 2019 PennantPark Investment Corporation | SunTrust nadine

SunTrust, Barclays Lead $150MM Revolver for WaterBridge

WaterBridge Holdings entered into a $150 million revolving credit facility led by SunTrust Bank and Barclays with a syndicate of 13 financial institutions.

June 28, 2019 Barclays | SunTrust | WaterBridge nadine

Credit Suisse Leads AmeriLife $395MM Refi

AmeriLife Group has entered into new credit facilities that provide for up to $395 million of financing. Credit Suisse led the financing.

June 18, 2019 AmeriLife Group | Credit Suisse | Deutsche | J.C. Flowers | SunTrust nadine

BB&T and SunTrust to Rebrand as Truist

BB&T and SunTrust to rebrand as Truist following their merger. The new entity will form the sixth largest bank in the U.S.

June 14, 2019 BB&T | SunTrust | Truist nadine

WFCF Leads Upsize of BMC Stock Holdings Facility to $425MM

BMC Stock Holdings has increased its senior secured credit agreement, which includes a revolving line of credit from $375 million to $425 million.

June 4, 2019 BMC Stock Holdings | Goldman Sachs | SunTrust | Wells Fargo Capital Finance nadine