Amalgamated Bank

Founded in 1923, Amalgamated Bank is a progressive financial institution offering a wide range of banking, investment, and trust services. It caters primarily to advocacy-based non-profits, labor unions, socially responsible businesses, and other for-profit companies, providing them with deposit products, loans, online banking services, and investment management solutions. The bank operates 13 branches across New York City, Washington D.C., and San Francisco, along with a digital banking platform.

Mark Finser

Board Member

6 past transactions

GS Power Partners

Debt Financing in 2025
GSPP finances, develops, owns and operates solar energy systems for businesses, schools and nonprofits throughout the northeast.

FuelCell Energy

Post in 2023
FuelCell Energy, Inc. is a company that specializes in the design, manufacture, sale, installation, operation, and servicing of stationary fuel cell power plants for distributed power generation. The company offers a range of products, including its SureSource line, which utilizes carbonate fuel cell technology for various applications such as on-site power generation, utility grid support, distributed hydrogen production, and micro-grid systems. Additionally, FuelCell Energy provides solutions for carbon capture and energy storage using solid oxide technology. Its products serve diverse markets, including utilities, industrial applications, education, healthcare, data centers, wastewater treatment, and commercial sectors. Founded in 1969 and headquartered in Danbury, Connecticut, FuelCell Energy primarily operates in the United States, South Korea, England, and Germany, focusing on decarbonizing energy strategies to support net-zero commitments.

Amalgamated Bank of Chicago

Acquisition in 2021
Amalgamated Bank of Chicago is a comprehensive banking institution that offers a wide array of commercial and consumer banking services both locally in Chicago and nationally. Established in 1922 by the Amalgamated Clothing Workers of America, the bank focuses on meeting the financial needs of various clients, including businesses, governmental units, and labor unions. Its extensive product offerings encompass loans, checking and savings accounts, credit cards, cash management, and trust services, positioning it as a reliable partner for corporations, organizations, and their members. With a commitment to serving the community, Amalgamated Bank of Chicago plays a significant role in supporting financial activities for both individuals and organizations.

New Resource Bank

Acquisition in 2017
New Resource Bank, established in 2006 and based in San Francisco, California, is a commercial bank dedicated to supporting businesses and organizations committed to creating a positive social and environmental impact. The bank focuses on four primary areas: environmental protection, health and wellness, education and community empowerment, and sustainable commerce. It offers a range of financial services, including commercial and non-profit lending, cash management, online banking, impact savings, and money market accounts. Its commercial lending products encompass asset-based lending, lines of credit, term loans, real estate acquisition and refinance loans, construction loans, and letters of credit. New Resource Bank has since become part of Amalgamated Bank.

Carol's Daughter

Debt Financing in 2012
Carol's Daughter is a New York-based manufacturer of natural beauty products founded by Lisa Price, inspired by her mother, Carol. Established in Price's Brooklyn kitchen, the brand offers a diverse range of hair, body, and skincare products that emphasize authenticity and familial love. Over the years, Carol's Daughter has gained popularity among consumers and celebrities alike, with notable partnerships including Will and Jada Pinkett Smith, Jay-Z, and Mary J. Blige. Each product is designed to reflect a unique story, showcasing the brand's commitment to quality and its roots in personal tradition. Today, Carol's Daughter products are available through its retail stores, online at carolsdaughter.com, and at major retailers such as Sephora, Macy's, Dillard's, ULTA, and HSN.

CarePoint Partners

Venture Round in 2011
CarePoint Partners is an emerging provider of home infusion and specialty pharmacy services in North America. The company focuses on delivering innovative pharmacy solutions tailored for home care patients. Its range of services includes infusion pharmacy therapy, which encompasses the administration of medications and nutrients through intravenous, subcutaneous, and epidural methods. Additionally, CarePoint Partners offers home infusion, immunotherapy, and specialty pharmacy services across multiple locations in various states, aiming to enhance patient care and accessibility to essential therapies.
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