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Avidbank Holdings, Inc. files a $30M real-estate offering
Real-estate raise · Closed · SAN JOSE, CA · Form D filed 2026-08-31
Placement agent engaged
Why now — by persona
Relevant to: Real-estate lending, Title, escrow & 1031 services, Property management, B2B software & services sales. Lead card pending.
People on the filing
| Keith F. Jensen | Director |
| Linda R. Morris | Director |
| Elisabeth D. Foussianes | EVP & Chief Credit Officer |
| Jonathan D. Dale | President |
| Mark D. Mordell | Chairman & CEO |
| Michael F. Rosinus | Director |
| Diane J. Flynn | Director |
| Tami Laura Benedict | EVP & Chief of Staff |
| Kristofer W. Biorn | Director |
| Marc J. Verissimo | Director |
| Robert H. Scott | Director |
| James F. Deutsch | Director |
| Patrick D. Oakes | EVP & CFO |
| Victor Laura DeMarco | EVP, Chief Legal Officer, Head of Advisory Services and Secretary |
| Arthur Laura Wasson | EVP & Chief Revenue Officer |
| Bryan C. Polster | Director |
| Gina D. Thoma-Peterson | EVP and COO |
Signed by Patrick Oakes, EVP & CFO.
Placement agents / sales compensation: Piper Sandler & Co.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.