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Fox Rothschild advises CU Capital Management in $89.5M sale of Truliant Federal Credit Union headquarters. A Fox Rothschild financial services team led by Christopher J. Pippett and Madison S. Ott served as legal counsel to CU Capital Management in a landmark $89.5 million sale-leaseback transaction with Truliant Federal Credit Union. The sale included Truliant's headquarters in Winston-Salem, NC, its operations center and four branches. All the properties were purchased by CCM Properties Five LLC, which is managed by CU Capital Management. CU manages a network of credit union service organizations that deal with sale leasebacks for credit unions participating as seller-lessees, investors or lenders. Under the terms of the agreement, Truliant Federal Credit Union sold six of its properties to CCM Properties Five, which were then leased back to Truliant, allowing the credit union to retain its operational footprint while unlocking capital for future growth. The $89.5 million transaction included the following properties: Truliant Headquarters: 3200 Truliant Way, Winston-Salem ($34.66 million) Operations Center: 3320 Silas Creek Parkway, Winston-Salem ($44 million) Burlington Branch: 2564 Kirkwood Drive, Burlington ($2.68 million) High Point Branch: 4006 Mendenhall Oaks Parkway, High Point ($2.35 million) Clemmons Branch: 4100 Clemmons Road, Clemmons ($2.6 million) University Branch: 1915 Back Creek Drive, Charlotte ($3.26 million) Pippett and Ott, along with Lauren E. Stahl were primary transaction counsel on the deal and Catherine B. Mitchell handled the real estate and title issues in North Carolina. As this article contains statements regarding past performance, please note that results may vary depending on your particular facts and legal circumstances.
November 21, 2025 i2E Group attended the Made in the Triad 2025 event on Nov. 5. Hosted by Triad Business Journal, this year's program highlighted three distinguished leaders of manufacturing across planes, trains, and automobiles in the Triad area: Our CEO & Founder, John Weir, had the wonderful opportunity to speak with each panelist and reconnect with one of our valued customers, who also was featured as a panelist during the event! It was an inspiring evening, celebrating innovation, collaboration, and the continued growth of manufacturing in the Triad region. Between Honda Aircraft's projected 50% increase in employees over the next two years, Toyota Battery Manufacturing North Carolina's 4,000 committed and hired team members, and Siemens Mobility's ambitious goal of producing 12 high-quality railcars each month, i2E Group is excited and looking forward to the growth ahead, along with the opportunities for collaboration and expanding employment prospects for those in the Triad community. Earlier this year, our founder and CEO, John Weir, was featured by Phil Mintz, Executive Director of Industry Expansion Solutions at North Carolina State University and host of the "Clocking In: Forces of NC Manufacturing" podcast! In this episode, John shares how he began his journey in manufacturing, the history and growth of i2E Group, and the factors that continue to drive our success. He also highlights the customer-focused approach that sets i2E apart, along with the wide range of capabilities that allow us to deliver high-quality solutions across multiple industries. Some of the capabilities discussed in the episode include: Link to John Weir's interview provided below. https://ncmep.org/e-67-a-story-of-innovation-and-domestic-manufacturing/ On Thursday, November 6, i2E Group was proud to attend the 2025 Membership Awards Celebration, presented by Truliant Federal Credit Union. The company was nominated for the 2025 Small Business of the Year Award. This honor placed i2E Group among some of High Point's top leaders, innovators, and changemakers. This recognition serves as one of many milestones reflecting i2E Group's continued growth, dedication to excellence, and commitment to producing quality work. New i2E Group Team Members We're excited to welcome new Sales & Marketing Coordinator, Ryan Brown, and Bookkeeping Administrator Ja'Neka Lindsey to our i2E Group team! Ryan is from Summerfield, North Carolina and graduated from Rockingham Early College High School in 2021. He went on to earn his Bachelor's degree in Communications at Western Carolina University, graduating in 2023. Before joining i2E Group, Ryan served as a Communications Specialist with the Town of Siler City, where he developed his skills in public communications and community engagement. Ryan was hired on Nov. 3, and is proud to be part of the i2E Group team, eager to contribute to our continued growth and success. Ja'Neka is originally from Detroit, Michigan. She graduated from American National University in 2021 with a Bachelor's degree in Business Administration Management and later earned her Master's degree from Strayer University. She is also a commissioned notary public. In her spare time, Ja'Neka is an actress with upcoming releases expected in December 2025 and June 2026! Ja'Neka joined the team on Nov. 10 and is excited to bring her talents and knowledge to i2E Group as we continue to grow and move forward.
Zest AI completed an oversubscribed, customer-led financing round with investments from SchoolsFirst, Members 1st, Truliant, ORNL, and Citi Ventures. This round marks a significant valuation increase, driven by growing demand for AI-native lending products. The funds will expand Zest AI's automation and its Generative AI platform, LuLu. Zest AI's technology, used by nearly 300 lenders, enhances underwriting accuracy and reduces defaults, with a 25% increase in approvals and 20% reduction in defaults.
Truliant opens new regional office in SouthPark. Truliant, a top 100 U.S. credit union, has opened a new regional office in SouthPark, located at 5970 Fairview Road in Charlotte, North Carolina. The credit union leased 16,700 square feet in Fairview Plaza to support its growing presence in lending and community outreach. The office will improve Truliant's visibility in Charlotte and the greater region, while also providing a flexible workplace for employees. It will serve as a base for commercial lending, key leaders, and regional executives. The credit union's name is now prominently featured on top-band signage on the front and back of the eight-story building. "Our new office represents Truliant's longstanding commitment to the Charlotte area. It allows us to increase our presence in the region significantly," said Todd Hall, president and CEO of Truliant. "It will be used to strengthen connections and grow partnerships, and better align ourselves with the interests of the community." Truliant employs more than 100 people in the Charlotte area and operates 10 branches in the market. Founded in 1952, it serves more than 336,000 members in the Carolinas and Virginia, and ranks as the second-largest credit union in the Charlotte region. Truliant has had a branch presence in the Charlotte market since 1987. In Charlotte, Truliant plans to strategically expand its branch network and pursue sponsorship and other opportunities. Will the Trump Organization ever go through with a purchase of The Point Lake and Golf Club in Mooresville?
Truliant Federal Credit Union of Winston Salem, N.C. ($5.2 billion, 344,463 members) announced Dec. 23 that it plans to open a new branch at 3410 Robinhood Road in Winston-Salem in the second quarter of 2025.
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Industries
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Salem, Oregon
Founded
1952
Find jobs on Simplify and start your career today