Consumer and Retail

Consumer and Investment Banking professionals guide you through key financial experiences such as mergers & acquisitions, public and private equity offerings, syndicated loans, and investment-grade and high-yield debt.

Areas of focus

  • Consumer Products                                                  
  • Food & Beverage                                           
  • Restaurants, Grocery Stores & Convenience Stores
  • Gaming & Leisure
  • Auto Dealerships
  • Retail
  • Apparel & Footwear

Connect with Truist

Mike Phalen

Mike Phalen

Head of Consumer Investment Banking Group

Email Mike

Jenna Kelly

Jenna Kelly

Head of Consumer Corporate Banking Group

Email Jenna

Transactions

Modern classic motors

Undisclosed

has been acquired by Group 1 Automotive

Exclusive Financial Advisor

March 2024

Mockler

$200,000,000

Senior Credit Facility

Left Lead Arranger / Joint Bookrunner

February 2024

Founder sport group

Undisclosed

a portfolio company of CCMP Capital, has been acquired by Platinum Equity.

Exclusive Financial Advisor

January 2024

Business Resource Center

Looking for a fresh perspective? Expand your knowledge and stay up-to-date with resources for better business strategies.

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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