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Nationwide Presence
Our Chicago office is the latest expansion in our coast-to-coast operations.
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Extensive Capabilities
BB&T Capital Markets strives to build long-term relationships, delivering tailored solutions to meet your goals.
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What Our Clients Say
“BB&T was definitely the right choice. We are thrilled with the exceptional service, advice and execution we received.”—Leslie Cedar, board chair of Longhorn Village sponsor Texas Exes, Austin, Texas
With the backing of one of the largest financial institutions in the United States, BB&T Capital Markets brings deep industry expertise and a full slate of client-focused services to middle market firms. We invite you to experience the difference we can bring to your business.
W. Rufus Yates
President and CEOBB&T Securities-
OrthoLite
On April 17, 2014, Blue Point Capital Partners and company management announced the recapitalization of OrthoLite, the leading supplier of comfort insoles and related shoe components to more than 130 of the world’s most prominent branded footwear companies. Terms of the agreement were not disclosed. BB&T Capital Markets served as the exclusive financial advisor to OrthoLite in the transaction.The recapitalization of OrthoLite represents BB&T Capital Markets’ fifth branded consumer products transaction in the last 12 months. “Glenn Barrett, chairman and CEO; Pam Gelsomini, president; John Barrett, Asia general manager; and their global leadership team have done an exceptional job developing a world-class brand through ongoing product innovation and unparalleled customer service,” said Rex Green, managing director and head of BB&T Capital Markets’ Retail and Consumer group. “OrthoLite’s track record of growth is a testament to the company’s extraordinary value proposition to many of the world’s leading footwear brands.” “We are very proud to have worked with the OrthoLite team on this transaction,” added Joe Sparacino, a vice president in BB&T Capital Markets’ Boston office. “We are excited to see the company begin its next phase of growth in partnership with Blue Point.
Read MoreConsumer & Retail
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UTX Technologies Limited
On March 31, 2014, UTX Technologies Limited ("UTX" or “the Company”), was acquired by Verint Systems Inc. ("Verint"). The purchase price consisted of $82.9 million of cash paid at closing, subject to adjustment, with potential additional future cash payments of up to $1.5 million, contingent upon the achievement of certain performance targets over the period from closing through June 30, 2014. BB&T Capital Markets | Windsor Group served as the exclusive financial advisor to U-TX in the transaction.
Read MoreAerospace, Defense & Government Services
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Bluerock Residential Growth REIT
BB&T Capital Markets' Real Estate Group completed a transaction for a real estate company in the first quarter of 2014, helping to raise $50,000,000 for our client. Bluerock Residential Growth REIT is a Maryland corporation that acquires institutional-quality apartment properties in demographically attractive growth markets throughout the United States.
Real Estate
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Realty Income
BB&T Capital Markets' Real Estate Group completed a transaction for a real estate company in the first quarter of 2014, helping to raise $551,448,000 for our client. The Company focuses on acquiring single-tenant retail locations, leased to regional and national chains, and under long-term net lease agreements.
Real Estate
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Universal Academy
On March 27, 2014, BB&T Capital Markets closed a $29,440,000 Series 2014A/B tax exempt and taxable fixed rate bond transaction for Universal Academy (Universal), a charter school with locations in Coppell and Irving, Texas. The primary purpose of the Series 2014A/B bond issue was to finance the cost of the acquisition, improvement, construction, renovation, and equipping of educational facilities for Universal. In addition, bond proceeds provided funds for the refinancing of existing debt, as well as the financing of a debt service reserve fund and approximately 12 months of capitalized interest.
Read MoreEducation
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Pfingsten Partners
On March 4, 2014, CURT, a leading manufacturer and distributor of branded aftermarket towing and cargo management solutions, was acquired by Audax Group, a Boston-based private equity firm. Terms of the agreement were not disclosed. BB&T Capital Markets served as the exclusive financial advisor to CURT, a portfolio company of Chicago-based Pfingsten Partners, in the transaction. “Pfingsten has been a solid partner to me and my executive team, and we accomplished a great amount in a relatively short period of time,” said CURT CEO Greg Hooks. “That said, my team and I are very excited to join the Audax family as we continue to execute upon our organic and inorganic growth initiatives." Jonathan Carey, head of BB&T Capital Markets' Automotive Aftermarket Group, added, "CURT is a true leader in its space with unmatched management talent and capabilities. It was a great outcome for Pfingsten and their partners at CURT. We are also excited to see CURT embark on its next phase of growth and are confident that Audax and the team at CURT will be an enormously successful partnership.”
Read MoreAutomotive Aftermarket
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Healthcare Realty Trust, Inc.
On February 27, 2014, Healthcare Realty Trust, Inc. closed a $200 million senior unsecured term loan facility that matures in five years. BB&T Capital Markets served as Co-Documentation Agent. The company used the loan proceeds to repay borrowing on its unsecured revolving credit facility. Teh loan bears interest at a rate equal to LIBOR plus a margin ranging from 1.00% to 1.95%, currently 1.45% based upon the company's unsecured debt ratings.
Read MoreFinancial Services
Bruce Kelleher
Managing DirectorHead of Financial Sponsors GroupAmong Our Areas of Focus
