financial services Archives - Tampa Bay Business & Wealth

Regions plans to double Tampa Bay wealth team in 2 years Exterior of a modern Regions Bank branch with the Regions sign above the entrance.

Regions plans to double Tampa Bay wealth team in 2 years

Chuck Merlis February 10, 2026

Regions is scaling private wealth in Tampa Bay as migration and deal flow accelerate.

As economic uncertainty rises, investors seek stability over returns A business team meets in a modern conference room as a presenter points to a screen showing financial charts and market data.

A business team meets in a modern conference room as a presenter points to a screen showing financial charts and market data.

As economic uncertainty rises, investors seek stability over returns

Chuck Merlis February 7, 2026

Tangible assets feel easier to price, protect and hold through volatility.

Clearwater-based Churchill Stateside backs $14M HUD loan Lakeview Terrace Apartments in Augusta, Georgia a 200-unit affordable housing community financed with a $14M HUD loan

Lakeview Terrace Apartments in Augusta, Georgia a 200-unit affordable housing community financed with a $14M HUD loan

Clearwater-based Churchill Stateside backs $14M HUD loan

Chuck Merlis January 29, 2026

Churchill Stateside Group closed a $14M HUD loan to support affordable apartments in Georgia.

Cogent Bank takes minority stake in Everpath Partners Exterior of a Cogent Bank branch in Florida with palm trees and the Cogent Bank sign visible.

Exterior of a Cogent Bank branch in Florida with palm trees and the Cogent Bank sign visible.

Cogent Bank takes minority stake in Everpath Partners

Chuck Merlis January 27, 2026

Everpath Partners and Cogent Bank announced a strategic partnership and minority growth equity investment.

Receivabull aims to unlock liquidity in revenue-based finance Receivabull logo over dark background with the words “Fixing Capital Flow”

Receivabull aims to unlock liquidity in revenue-based finance

Chuck Merlis January 19, 2026

Receivabull is building a secondary market to make revenue-based finance more liquid and flexible.

Tampa capital fuels $43.1M rehab facility expansion Aerial view of an inpatient rehabilitation hospital in Oklahoma City following a recent expansion.

Aerial view of an inpatient rehabilitation hospital in Oklahoma City following a recent expansion.

Tampa capital fuels $43.1M rehab facility expansion

Chuck Merlis January 16, 2026

Tampa-based investment drives a $43.1M expansion of an inpatient rehab facility in Oklahoma City.

Tampa’s International Plaza refinanced with $551M loan International Plaza shopping mall in Tampa, Florida, where Simon Property Group refinanced the property with a new institutional loan

International Plaza shopping mall in Tampa, Florida, where Simon Property Group refinanced the property with a new institutional loan

Tampa’s International Plaza refinanced with $551M loan

Chuck Merlis December 24, 2025

International Plaza secures a $551M refinancing, reinforcing Tampa Bay’s position as a market for top-performing retail assets.

Tampa industrial property recapitalized in $42.5M DST deal Sweetwater Business Center in Tampa, Florida, where a New Jersey developer completed a $42.5M industrial real estate recapitalization using a Delaware Statutory Trust.

Sweetwater Business Center in Tampa, Florida, where a New Jersey developer completed a $42.5M industrial real estate recapitalization using a Delaware Statutory Trust.

Tampa industrial property recapitalized in $42.5M DST deal

Chuck Merlis December 23, 2025

A New Jersey real estate firm launched its first Delaware Statutory Trust by recapitalizing a $42.5M industrial...

When business owners know it’s time to retire A couple walking along the beach beside a jar labeled retirement, representing planning for life after business ownership.

A couple walking along the beach beside a jar labeled retirement, representing planning for life after business ownership.

When business owners know it’s time to retire

Contributed Content December 21, 2025

Knowing when to retire is less about age and more about readiness, health and planning the next...

Why Tampa Bay’s middle-market M&A activity remains strong Business leaders finalize a deal during a meeting alongside a view of Tampa’s downtown skyline.