Our Recent Transactions

For over a decade, we have advised and assisted Financial Institutions by helping them improve their balance sheet and loan portfolios. We have worked in every state across the country with a client base ranging from small Financial Institutions to the Money-Center Banks. We have also worked directly with small balance CRE owners as well as some of the largest institutional CRE owners in the U.S. Below is a snapshot of some recent transactions we’ve done with our client base across the country:

MountainSeed brought approximately 150 financial institutions to the Kabbage partner platform for the Paycheck Protection Program established by the CARES Act. Small businesses referred by those institutions accounted for nearly 20K approvals and roughly $850mm in deployed funds.

Bridger Aerospace Logo

MountainSeed arranged $38mm in USDA financing for Bridger Aerospace to help fight west coast fires.

MountainSeed Served As Broker On A Participation For A $25MM Hotel Portfolio Loan Sale. The Portfolio Was Comprised of Four Hotels With Locations in Iowa, Indiana and Michigan

MountainSeed worked with First Bank of Alabama, to arrange and complete a sale of approximately $12mm in whole loans.

MountainSeed served  as broker on a participation for an $8MM loan sale.

MountainSeed has arranged financing on a $7mm construction line for one of Atlanta’s premier custom homebuilders. Funds will be used for single family vertical construction.

MountainSeed Served As Broker On A Participation Of A $5MM Loan Sale. MountainSeed has executed the sale of a participation interest on a $5 million Commercial Real Estate (CRE) loan sale transaction between Bank and Credit Union clients.

Marlin Capital Logo

MountainSeed worked with Marlin Business Bank out of Utah to arrange and complete a sale of approximately $4mm in whole loans.

MountainSeed worked with Ascend Federal Credit Union out of Tennessee to arrange and complete a sale of approximately $3.7mm in whole loans.

Community Bank & Trust Logo

MountainSeed worked with Community Bank and Trust out of Iowa to arrange and complete a sale of approximately $3.1mm in whole loans.

MountainSeed has secured substantial non-interest expense savings through appealing property taxes on four of GESA Credit Unions branch locations in Washington. The Fair Market Value reduction totaled over $2mm.

As a trusted partner for Heritage First Bank in Georgia, MountainSeed was able to win property tax appeals on bank branches totaling over $1.2mm in Fair Market Value reductions.

Working in Kankakee County, Illinois, MountainSeed was successful in appealing property taxes for The Peoples Bank of Kankakee County. On one branch, the Fair Market Value was lowered by approximately $625k.

Since late 2018, MountainSeed has helped United Community Bank save over $400k in non-interest expense through appealing property taxes on owned and leased branches.

As a long time trusted partner for The Piedmont Bank in Georgia, MountainSeed was able to win property tax appeals on one branch which will total over $25k in non-interest expense reductions for the Bank.

Working in Boulder County, Colorado, MountainSeed was successful in appealing property taxes for High Plains Bank. On one branch, the property tax obligation was lowered by more than $21k.

MountainSeed has secured meaningful non-interest expense savings through appealing one branch for Morris Bank out of Dublin, Georgia. The property tax obligation was lowered by approximately $15k on this one location.

MountainSeed has won tax appeals for Parkside Credit Union resulting in approximately $15k in savings for the credit union.

MountainSeed represented Primesouth Bank out of Georgia and was able to save approximately $10k on one branch by appealing property taxes.

MountainSeed successfully appealed two branches for American Pride Bank which saved approximately $7k in non interest expesnse.

MountainSeed saved Georgia’s Own Credit Union over $6k on one branch by appealing the property taxes

In 2020, MountainSeed reduced expenses by $6k by appealing property taxes for the Hampton Inn out of Alexander City, Alabama

MountainSeed represented Newton Federal Bank out of Georgia and was able to lower their property tax obligation by approximately $6k on one branch.

MountainSeed finished a property tax appeal on a Holiday Inn Express in Macon, Georgia saving the property roughly $5k in annual expenses.

MountainSeed was able to appeal property taxes for Heritage Southeast Bank out of Georgia which saved roughly $2k on one of their branches.

MountainSeed completed a property tax appeal on a medical office building in northwest Georgia that saved the owner approximately 18% in tax savings.

MountainSeed has secured meaningul non-interest expense savings through appealing one branch for Peoples Bank in Iowa. The total FMV reduction was roughly 15%.

MountainSeed acted as tax agent for First American Bank and Trust out of Georgia and was able to lower the Bank branch property taxes by approximately 8%.

MountainSeed worked with Community National Bank & Trust out of Texas which enabled them to lower their property tax obligation by almost 5% through appealing property taxes.

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Ready for a new way to manage your commercial real estate needs? From our capital market offerings, appraisal management and review service to property tax appeals, our team of experts will walk you through every step and answer any questions along the way.