Growth Opportunity With revenue in the range of 50M to 100M and ongoing expansion across Florida including Jacksonville and Melbourne, Cypress Bank & Trust represents a target for treasury management, corporate banking, and wealth management services to support growth, cash management, and fiduciary needs.

Wealth & Trust The firm specializes in trust and portfolio management, corporate trustee, personal representative, and estate settlement services, indicating cross-sell potential for advanced investment products, fiduciary services, and family office solutions beyond core banking.

Senior Talent Recent leadership appointments such as a senior relationship manager and senior vice president suggest momentum in client acquisition and relationship expansion; this presents opportunities for relationship-based sales, advisor-level services, and strategic partnerships.

Tech Enablement Utilizes cloud and collaboration platforms (AWS, Microsoft 365, SharePoint, Teams) and workflow tools (monday.com), signaling openness to digital banking enhancements, automation of client onboarding, and enhanced data analytics for targeted pitches.

Cross-Sell Readiness Multiple office locations and a broad client base, including high-net-worth individuals and business clients, create opportunities to bundle banking, investment management, and trust services into integrated solutions aligned with growth in Florida markets.