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Third Coast Bancshares, Inc. Announces Sale of Third Coast Commercial Capital, Inc. Assets

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Third Coast Bancshares (NYSE: TCBX) closed the sale of substantially all assets of its subsidiary Third Coast Commercial Capital to Gulf Coast Bank & Trust, effective June 25, 2026, for approximately $27.5 million, generating a $3.5 million gain and a structured ongoing revenue share.

According to Third Coast, it will continue offering factoring solutions through a strategic partnership with Gulf Coast while concentrating on core commercial banking, asset-based lending and specialty lending platforms.

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Positive

  • Asset sale consideration of approximately $27.5 million at closing
  • Recognized gain of about $3.5 million from the transaction
  • Structured ongoing revenue share with Gulf Coast following the asset sale
  • Capital benefits and refocus toward core commercial, asset-based and specialty lending

Negative

  • None.

News Explained

The completed sale converts TCCC’s portfolio into approximately $27.5 million at closing while preserving factoring access through a Gulf Coast partnership.

On July 13, 2026, Third Coast Bancshares announced that it had closed the sale of substantially all Third Coast Commercial Capital assets to Gulf Coast Bank & Trust, effective June 25, 2026. The transaction provides approximately $27.5 million of consideration at closing, a $3.5 million gain, and a structured ongoing revenue share.

The sale transfers the existing factoring-asset portfolio to Gulf Coast and replaces Third Coast’s ownership of those assets with closing consideration, while the company retains an ongoing factoring relationship through the partnership.

Using the first-quarter operating cash outflow as the comparison basis, the $27.5 million consideration equals 64 days of the last reported operating cash use. The first-quarter report showed $425.174 million of cash and equivalents; on that same operating-cash basis, this balance equals 988.8 days of cash use.

The release does not quantify the revenue-share amount or timing, so the ongoing economics of that arrangement remain unspecified in this disclosure.

Sources and calculations
  • Offering gross vs quarterly operating cash outflow, in days of cash use $27,500,000 / ($38,700,000 / 90) = [object Object]
  • Cash and equivalents vs quarterly operating cash outflow, in days of cash use $425,174,000 / ($38,700,000 / 90) = [object Object]

News Market Reaction – TCBX

+2.01%
+2.01% Session close to close

In the Jul 13 session, TCBX gained 2.01%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

Monetizing TCCC for $27.5 million and a $3.5 million gain, while keeping factoring access via Gulf C...
Analysis

Monetizing TCCC for $27.5 million and a $3.5 million gain, while keeping factoring access via Gulf Coast, underscores balance-sheet repositioning toward core lending. History shows uneven reactions to good news; investors may watch execution of the new partnership and growth platforms.

Key Figures

Transaction consideration: $27.5 million Gain on sale: $3.5 million
2 metrics
Transaction consideration $27.5 million Total consideration at closing for TCCC asset sale
Gain on sale $3.5 million Recognized gain from sale of TCCC assets

Historical Context

5 past events · Latest: Jul 02 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 02 Share repurchase plan Positive +1.1% Board approved up to $30M common stock repurchase through June 30, 2027.
Jul 01 Earnings date notice Neutral -2.3% Set dates for 2Q26 earnings release and follow-up conference call.
Jun 18 Preferred dividend Positive -0.5% Declared $17.0625 per-share dividend on 6.75% Series A preferred stock.
Apr 24 Analyst update Neutral +0.5% Stonegate reviewed 1Q26 results and Keystone merger costs and synergies.
Apr 22 1Q26 earnings Positive -4.7% Reported Q1 2026 financials and completion of Keystone merger with added assets.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news has often seen share price moves diverge from seemingly shareholder-friendly announcements like buybacks and dividends.

Key Terms

revenue share, factoring solutions, asset-based lending, accounts receivable
4 terms
revenue share financial
"along with a structured ongoing revenue share."
Revenue share is the portion of total income that a person or entity receives from the money generated by a business activity. It’s similar to splitting a pie where each person gets a defined slice based on their contribution or agreement. For investors, understanding revenue share helps gauge how much income they can expect from their investment and how it aligns with the company's overall performance.
factoring solutions financial
"supporting clients who value access to factoring solutions."
A service where a company sells its unpaid invoices to a third party (a factor) for immediate cash, with the factor handling collection and taking a fee. It functions like selling an IOU for a discount to speed up cash flow and shift some collection and credit risk to the factor. Investors care because factoring affects a firm’s cash, reported receivables, short-term liquidity and financing costs, which can change valuation and risk profiles.
asset-based lending financial
"focus on its core commercial banking, asset-based lending and specialty lending platforms"
Asset-based lending is a type of loan where a borrower uses tangible assets — such as inventory, accounts receivable, equipment, or real estate — as collateral to secure credit. For investors, it matters because the quality and liquidity of the pledged assets affect the lender’s risk and the borrower’s borrowing capacity; like borrowing against items in a pawnshop, stronger assets generally mean safer loans and clearer recovery options if the borrower defaults.
accounts receivable financial
"a well-established, large bank-owned accounts receivable platform."
Money a company is owed by its customers for goods or services already delivered but not yet paid for. Think of it like a stack of IOUs or open tabs: it represents future cash the business expects to collect. Investors watch accounts receivable because large or growing balances can signal strong sales or potential cash shortfalls if customers don’t pay, affecting liquidity, working capital and the company’s financial health.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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HOUSTON, July 13, 2026 /PRNewswire/ -- Third Coast Bancshares, Inc. (NYSE and NYSE Texas: TCBX), ("Third Coast" or the "Company"), the holding company of Third Coast Bank (the "Bank"), today announced that it closed the sale of substantially all of the assets of Third Coast Commercial Capital, Inc. ("TCCC"), a wholly owned subsidiary of the Bank, to Gulf Coast Bank & Trust Company ("Gulf Coast"), effective as of June 25, 2026.

"This transaction represents an important step in the continued evolution of our balance sheet strategy," said Bart Caraway, Founder, Chairman, President and CEO of Third Coast. "The sale of our TCCC assets allows us to monetize the existing portfolio while maintaining a meaningful ongoing relationship with a strong, experienced partner.  We believe this structure provides immediate capital benefits while preserving our ability to continue supporting clients who value access to factoring solutions."

The transaction provides for total consideration of approximately $27.5 million at closing, and a gain of $3.5 million, along with a structured ongoing revenue share.  Following the transaction, Third Coast will continue to offer factoring solutions through a strategic partnership with Gulf Coast, a well-established, large bank-owned accounts receivable platform.

Additionally, Third Coast will continue to focus on its core commercial banking, asset-based lending and specialty lending platforms, where the Company sees opportunities for continued growth and differentiation.

About Third Coast Bancshares, Inc.

Third Coast Bancshares, Inc. is a commercially focused, Texas-based bank holding company operating primarily in the Austin, Dallas-Fort Worth, Greater Houston, and San Antonio markets through its wholly owned subsidiary, Third Coast Bank. Founded in 2008 in Humble, Texas, Third Coast Bank conducts banking operations through 21 branches encompassing the four largest metropolitan areas in Texas. Please visit https://www.thirdcoast.bank for more information.

About Gulf Coast Bank & Trust Company

With over $3.8 billion in assets, Louisiana-based Gulf Coast Bank & Trust Company serves its business and personal banking clients through its network of bank branches, loan production, trust/investment and business credit offices. Gulf Coast Bank & Trust Company has 43 locations across the United States, including 24 full-service banking centers spanning from Baton Rouge, LA to Panama City, FL. For more information about Gulf Coast Bank & Trust Company, please call 1.800.223.2060 or visit GulfBank.com.

Forward Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks and uncertainties and are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such as "may," "should," "could," "predict," "potential," "believe," "looking ahead," "will likely result," "expect," "continue," "will," "anticipate," "seek," "estimate," "intend," "plan," "projection," "would" and "outlook," or the negative version of those words or other comparable words or phrases of a future or forward-looking nature. These forward-looking statements are not historical facts, and are based on current expectations, estimates and projections about our industry, management's beliefs and certain assumptions made by management, many of which, by their nature, are inherently uncertain and beyond our control. Accordingly, we caution you that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions and uncertainties that are difficult to predict. Although we believe that the expectations reflected in these forward-looking statements are reasonable as of the date made, actual results may prove to be materially different from the results expressed or implied by the forward-looking statements. There are or will be important factors that could cause our actual results to differ materially from those indicated in these forward-looking statements, including, but not limited to, the following: interest rate risk and fluctuations in interest rates; market conditions and economic trends generally and in the banking industry; our ability to maintain important deposit relationships; our ability to grow or maintain our deposit base; our ability to implement our expansion strategy; our ability to pay dividends on our Series A Preferred Stock; credit risk associated with our business; and changes in key management personnel. For a discussion of additional factors that could cause our actual results to differ materially from those described in the forward-looking statements, please see the risk factors discussed in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (the "SEC"), and our other filings with the SEC.

The foregoing factors should not be construed as exhaustive and should be read together with the other cautionary statements included in this press release. If one or more events related to these or other risks or uncertainties materialize, or if our underlying assumptions prove to be incorrect, actual results may differ materially from what we anticipate. Accordingly, you should not place undue reliance on any such forward-looking statements. Any forward-looking statement speaks only as of the date on which it is made, and we do not undertake any obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. New factors emerge from time to time, and it is not possible for us to predict which will arise. In addition, we cannot assess the impact of each factor on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements.

Contact:
Ken Dennard / Natalie Hairston
Dennard Lascar Investor Relations
(713) 529-6600
TCBX@dennardlascar.com

Cision View original content:https://www.prnewswire.com/news-releases/third-coast-bancshares-inc-announces-sale-of-third-coast-commercial-capital-inc-assets-302823368.html

SOURCE Third Coast Bancshares

FAQ

What did Third Coast Bancshares (TCBX) announce on July 13, 2026?

Third Coast Bancshares announced closing the sale of substantially all assets of Third Coast Commercial Capital to Gulf Coast Bank & Trust. According to Third Coast, the transaction was effective June 25, 2026 and includes ongoing revenue sharing and a continued strategic factoring relationship.

How much did Third Coast Bancshares (TCBX) receive for the TCCC asset sale?

Third Coast Bancshares reported total consideration of approximately $27.5 million at closing for the TCCC asset sale. According to Third Coast, the deal also generated a gain of $3.5 million and includes a structured ongoing revenue share with Gulf Coast Bank & Trust.

Will Third Coast Bancshares (TCBX) still offer factoring solutions after selling TCCC assets?

Yes, Third Coast Bancshares will continue to offer factoring solutions after the sale. According to Third Coast, it will provide these services through a strategic partnership with Gulf Coast, which operates a large bank-owned accounts receivable platform supporting factoring clients.

Why did Third Coast Bancshares (TCBX) sell Third Coast Commercial Capital assets?

Third Coast Bancshares described the sale as an important step in its balance sheet strategy. According to Third Coast, monetizing the TCCC portfolio provides immediate capital benefits while preserving a meaningful ongoing relationship with Gulf Coast and continued support for clients needing factoring solutions.

What gain will Third Coast Bancshares (TCBX) recognize from the TCCC asset sale?

Third Coast Bancshares expects to recognize a gain of about $3.5 million from the sale. According to Third Coast, this gain accompanies approximately $27.5 million in consideration at closing and forms part of a structure that also includes ongoing revenue sharing with Gulf Coast.

What will Third Coast Bancshares (TCBX) focus on after the TCCC transaction?

After the transaction, Third Coast Bancshares plans to focus on its core commercial banking, asset-based lending and specialty lending platforms. According to Third Coast, these areas are viewed as offering opportunities for continued growth and differentiation in its primary lending businesses.