Recently Closed Deals

Recently Closed Deals

Recently Closed Deals

Business Banking 

Have you ever wondered what fuels the growth and success of businesses? The answer may surprise you: it's all about having the right funding. 

That’s why our business bankers have been hard at work closing some seriously diverse and exciting loans for a wide range of companies throughout Tampa Bay and Michigan. From small startups to established corporations, and from traditional industries to cutting-edge tech, our bankers have seen it all.  

Below is just a sampling of some of the loans we closed to give you a feel of the wide range of financial support we provide our local businesses. 

Closed in September 2024

Industry: Food Services, MI
Loan Type: Real estate purchase and refinance via the SBA 7A program
Amount: $699,000
Closed by: Steve Terhaar, VP, Commercial Loan Officer

Industry: Car Service, FL
Loan Type: Construction via the SBA 504 program
Amount: $3,660,000
Closed by: Leslie Bridges, SVP, Business Banker

Industry: Health Care, FL
Loan Type: Acquisition of commercial real estate
Amount: $2,040,000
Closed by: Matthew Coughlin, VP, Business Banker

Closed in August 2024

Industry: Financial Services, MI
Loan Type: Purchase of owner occupied commercial real estate
Amount: $845,000
Closed by: Allen Hamie, SVP, Commercial Lender

Industry: Legal Services, FL
Loan Type: Working capital line of credit
Amount: $500,000
Closed by: Bill Amoriello, SVP, Business Banker

Industry: Commercial Real Estate, FL
Loan Type: Commercial real estate construction
Amount: $1,400,000
Closed by: Stan Janicki, VP, Business Banker

Closed in July 2024

Industry: Commercial Real Estate, FL
Loan Type: Purchase of commercial retail center
Amount: $3,210,000
Closed by: Halie Taboada, VP, Business Banker

Industry: Multifamily, FL
Loan Type: Purchase of commercial real estate
Amount: $1,070,000
Closed by: Leslie Bridges, SVP, Business Banker

Industry: Youth Athletics, MI
Loan Type: Purchase via the SBA 504 program
Amount: $1,548,000
Closed by: Steve Terhaar, VP, Commercial Lender
 


Closed in June 2024

Industry: Franchise, FL
Loan Type: Partner Buy Out via the SBA 7(a)
Amount: $1,250,000
Closed by: Bill Amoriello, SVP, Business Banker

Industry: Childcare, FL
Loan Type: Refinance of non-DFCU note
Amount: $900,000
Closed by: Brett Dulaney, VP, Business Banker

Industry: Investment Real Estate, MI
Loan Type: Purchase of investment real estate
Amount: $455,000
Closed by: Rich Booms, VP, Commercial Lender


Closed in May 2024

Industry: Chiropractor, FL
Loan Type: Acquisition via SBA 7a
Amount: $2,070,000
Closed by: Matthew Coughlin, VP, Business Banker

Industry: Commercial Real Estate, FL
Loan Type: Commercial development project
Amount: $2,600,000
Closed by: Carol Crofton, VP, Business Banker

Industry: Investment Real Estate, FL
Loan Type: Purchase of investment real estate
Amount: $1,600,000
Closed by: Stan Janicki, VP, Business Banker

 

Closed in April 2024

Industry: Senior Home Care, FL
Loan Type: Acquisition via SBA 7a
Amount: $1,910,000
Closed by: Halie Taboada, VP, Business Banker

Industry: Commercial Real Estate, MI
Loan Type: Refinance of investment property
Amount: $3,170,000
Closed by: Allen Hamie, SVP, Commercial Loan Officer

Industry: Manufacturing, MI
Loan Type: Working Capital Line of Credit
Amount: $1,500,000
Closed by: Steve Terhaar, VP, Commercial Loan Officer
 

Closed in March 2024

Industry: Senior Home Care, FL
Loan Type: Refinance
Amount: $771,000
Closed by: Halie Taboada, VP, Business Banker

Industry: Commercial Real Estate Investment, FL
Loan Type: Purchase of commercial investment property
Amount: $2,700,000
Closed by: Bill Amoriello, SVP, Sr Business Banker

Industry: E-Commerce, MI
Loan Type: SBA Express Line of Credit
Amount: $500,000
Closed by: Rich Booms, VP, Commercial Loan Officer


Closed in February 2024

Industry: Cleaning & Restoration, MI
Loan Type: Purchase of owner occupied real estate
Amount: $650,000
Closed by: Steve Terhaar, VP, Commercial Loan Officer

Industry: Flooring Company, FL
Loan Type: SBA 7(a)
Amount: $5,000,000
Closed by: Marc Baumann, SVP, Sr Commercial Banker

Industry: Dog Grooming & Day Care, FL
Loan Type: SBA 504
Amount: $1,133,000
Closed by: Brett Dulaney, VP, Business Banker


Closed in January 2024

Industry: Chemical Manufacturing
Loan Type: SBA 504
Amount: $1,880,000
Closed by: Bill Amoriello, SVP, Business Banker

Industry: Investment Real Estate
Loan Type: Refinance of investment real estate
Amount: $228,000
Closed by: Brett Dulaney, VP, Business Banker

Industry: Delivery Services
Loan Type: Refinance on equipment
Amount: $124,000
Closed by: Stan Janicki, VP, Business Banker
 

Closed in December 2023

Industry: Plumbing
Loan Type: SBA 504
Amount: $587,200
Closed by: Marc Baumann, SVP, Senior Commercial Lender

Industry: Education
Loan Type: Provide funds for owner-occupied center
Amount: $560,000
Closed by: Leslie Bridges, SVP, Business Banker

Industry: Real Estate
Loan Type: Provide funds for multi-tenant investment property in Michigan
Amount: $1,932,000
Closed by: Allen Hamie, SVP, Commercial Loan Officer

 

Closed in November 2023

Industry: Swim School
Loan Type: SBA 504
Amount: $4,371,000
Closed by: Halie Taboada, VP, Business Banker
Industry: Quick Service Restaurant, Michigan
Loan Type: Equipment loan
Amount: $2,500,000
Closed by: Allen Hamie, SVP, Commercial Loan Officer
Industry: Auto Repair Service, Michigan
Loan Type:  Purchase of owner-occupied auto repair shop
Amount: $720,000
Closed by: Steve Terhaar, VP, Commercial Loan Officer

 

Closed in October 2023

Industry: Commercial Real Estate

Loan Type: Line of Credit

Amount: $20,000,000

Closed by: Marc Baumann, SVP, Senior Commercial Lender
 

Industry: Manufacturing

Loan Type: Equipment loan for manufacturing

Total Loan Amount: $135,000

Closed by: Halie Taboada, VP, Business Banker
 

Closed in September 2023

Industry: Commercial Real Estate

Loan Type: SBA 7a

Amount: $3,480,000

Closed by: Matthew Coughlin, VP, Business Banker
 

Industry: Door Installation/Repair

Loan Type: SBA 7a

Total Loan Amount: $387,000

Closed by: Stan Janicki, VP Business Banker

 

Closed in August 

Industry: Spa

Loan Type: SBA 504

Amount: $527,000

Closed by: Stan Janicki, VP Business Banker
 

Industry: Investment Real Estate

Loan Type: Investment Real Estate

Total Loan Amount: $850,000

Closed by: Caitlin Japowicz, Commercial Loan Officer

 

Industry: Moving Company

Loan Type: SBA 504

Funded Amount: $525,600

Closed by: Leslie Bridges, SVP Business Banker

 

Closed in July 2023

Industry: Hospitality/Leisure

Loan Type: Refinance - Investment Real Estate

Amount: $7,560,000

Closed by: Caitlin Japowicz, Commercial Loan Officer
 

Industry: Education

Loan Type: Construction Loan

Total Loan Amount: $15,000,000

Closed by: Marc Baumann, Senior Commercial Banker

 

Industry: Swim School

Loan Type: Land Purchase

Funded Amount: $455,000

Closed by: Halie Taboada, Business Banker

 

Industry: Automotive

Loan Type: SBA 504

Funded Amount: $3,385,000

Closed by: Brett Dulaney, Business Banker
 

Closed in June 2023

Industry: Assisted Living

Loan Type: Commercial Mortgage

Funded Amount: $1,556,000 

Closed by: Stan Janicki, Business Banker 

 

Industry: Commercial Investment Property

Loan Type: Commercial Mortgage

Funded Amount: $1,651,500

Closed by: Matthew Coughlin, Business Banker

 

Industry: Marketing 

Loan Type: SBA 7a

Funded Amount: $250,000 

Closed by: Leslie Bridges, Business Banker 


Closed in May 2023

Industry: Commercial Real Estate

Loan Type: Investment Real Estate

Funded Amount: $457,500 

Closed by: Matthew Coughlin, Business Banker 

 

Industry: Attorney

Loan Type: SBA 504 

Funded Amount: $382,950

Closed by: Leslie Bridges, Business Banker

 

Industry: Commercial Equipment 

Loan Type: Revolving Line of Credit 

Funded Amount: $250,000 

Closed by: Matthew Coughlin, Business Banker 

 

Closed in April  2023

Industry: Medical 

Loan Type: Owner Occupied Property Refinance 

Funded Amount: $1,300,000 

Closed by: Carol Crofton, Business Banker 

 

Industry: Transit and Ground Passenger Transportation 

Loan Type: Owner Occupied Commercial Real Estate Loan 

Funded Amount: $250,000 

Closed by: Brett Dulaney, Business Banker 

 

Industry: Hospitality

Loan Type: Real Estate

Funded Amount: $910,000 

Closed by: Marc Baumann, Senior Commercial Banker