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C & I Syndication Team

Whether you are a first-time or seasoned issuer in the syndicated loan market, we have the experience and market knowledge to arrange your debt financing efficiently and effectively. Our client-driven team is focused on structuring, syndicating and administering a multi-bank credit facility that is tailored to meet your goals and objectives.

 

Terry Katon
Managing Director & Head of Commercial Loan Syndications

Terry joined Regions Capital Markets in July 2009 as managing director and group head of the commercial syndications business. He brings 20 years of banking experience to Regions as a seasoned debt capital markets executive. Prior to joining Regions, Terry served as the managing director and group head of another major financial institution. In this role, he was responsible for origination and distribution of leveraged middle market loan transactions and also served as the portfolio manager for two leveraged loan investment vehicles. In addition, Terry’s background includes four years as managing director and head of middle market loan syndications as well as vice president of loan syndications and private placements.

Terry earned a Bachelor of Arts degree in economics from the University of Wisconsin at Madison and received an MBA from Wake Forest University.

Timothy M. Monte
Managing Director

Timothy joined Regions Capital Markets in September 2009 as a senior originator in syndicated finance. He has coverage / origination responsibilities for corporate and middle market companies located in the Central region and the Mid South region. In addition to geographic coverage, Timothy is also responsible for the healthcare and transportation industries.

Prior to joining Regions, Timothy was employed at another major financial institution for more than 12 years, where he spent approximately eight years in syndicated finance and successfully closed over 130 transactions that raised over $86 billion in capital. Timothy has capital-raising experience for middle market and large corporate companies in the healthcare, aerospace and defense, transportation, chemicals, consumer and retail, and general industrial sectors.

Timothy earned a Bachelor of Arts degree in business administration from Flagler College and received an MBA from the University of North Florida.

Jeremy Jones
Director

Jeremy joined Regions Capital Markets in October 2009 as director in the commercial syndications business. He brings 13 years of banking experience primarily in the debt capital markets. Mr. Jones has coverage / origination responsibilities for corporate and middle market companies located in the Southwest and Florida regions. In addition to geographic coverage, Mr. Jones is also responsible for the restaurant and oil and gas/ energy industries.

Prior to joining Regions, Jeremy served as a principal in the leveraged finance group of another major financial institution, serving companies in a number of industries within the middle market. Jeremy also has prior experience in syndicated and leveraged finance, debt private placements and client management.

Jeremy earned a Bachelor of Business Administration from the University of Texas at Arlington and received an MBA from Texas Christian University.

Walter Balch
Director & Head of Distribution

Mr. Balch joined Regions Capital Markets in January 2011 as director in the Loan Syndications Group. He brings 15 years of debt capital markets experience to Regions. Mr. Balch has distribution responsibilities for all syndicated commercial and industrial transactions originated by Regions Capital Markets. He also provides critical market intelligence to origination team members to assist in structuring and providing guidance to clients and potential clients.

Prior to joining Regions, Mr. Balch served as a director at Banc of America Securities, LLC on the loan sales team. He transitioned to this role after working in structuring and origination on Bank of America’s syndicated finance platform. Before joining Bank of America, Mr. Balch served as a Naval Flight Officer in the United States Navy.

Mr. Balch earned a Bachelor of Science in Economics and Engineering from the United States Naval Academy and an MBA from UNC’s Kenan-Flagler Business School.