John A. Bogler

Affinity Financial Corp. provides financial services. It offers banking and technology services to employers and financial institutions. The company was founded by J. Randall Waterfield and Richard R. Waterfield in 1996 and is headquartered in Newport, CA.

CapitalSource Bank provided banking services. The company was headquartered in Los Angeles, CA.

CapitalSource, Inc. is a commercial lender that provides financial products to small and middle market businesses and offers depository products and services in southern and central California through its wholly owned subsidiary CapitalSource Bank. The company operates its business through two segments: CapitalSource Bank and Other Commercial Finance. The CapitalSource Bank segment comprises of its commercial lending and banking business activities. The Other Commercial Finance segment comprises of its loan portfolio and other business activities. The company was founded by John K. Delaney and Jason M. Fish in 2000 and is headquartered in Los Angeles, CA.

Part of Banc of California, Inc., Banc of California, NA is a premier, relationship-focused, full-service business bank that offers financial solutions to maximize operational efficiency. The company is based in Santa Ana, CA. The company offers a range of fair and simple personal and business checking accounts with features that save time, have attractive terms and provide personalized service. Banc of California's institutional banking offers expert advice and services for 1031 exchange deposits, while their commercial strategies team provides customized financial analysis to identify insights that can help achieve business goals. The company provides innovative banking and lending products to businesses, entrepreneurs, and communities throughout the state of California. With a Banc of California personal credit card, customers can earn points redeemable for cash back, travel rewards, and more. Jared Michael Wolff has been the CEO of the company since 2019.

Part of Brookfield Corp., Sabal Financial Group LP is a company that provides real estate investment services. The company is based in Newport Beach, CA.

Sabal Investment Advisors LLC is a Private Equity firm, a subsidiary of Milestone Asset Resolution LLC founded in 2012 by John A. Bogler. Sabal Investment Advisors LLC is headquartered in Newport Beach.