ATB Financial

ATB Financial is a commercial banking institution headquartered in Edmonton, Canada, founded in 1938. It offers a range of financial services including banking solutions, wealth management, and investment products tailored to meet the needs of corporate clients, individuals, independent businesses, and agricultural companies. The bank provides various investment options such as savings accounts, mutual funds, retirement savings plans, and insurance products. Additionally, ATB Financial supports social entrepreneurs by offering specialized banking solutions and resources aimed at fostering community impact and growth.

Maximiliano Herrera

Senior Director

24 past transactions

North American Energy Partners

Post in 2025
North American Energy Partners Inc. (NAEPI) provides a range of heavy construction and mining and pipeline installation services to customers in the Canadian oil sands, industrial construction, commercial and public construction and pipeline construction markets. The Company’s primary market is the Canadian oil sands, where it supports the customers’ mining operations and capital projects. NAEPI provides services through all stages of an oil sands project’s lifecycle, its core focus is on providing recurring services, such as contract mining, during the operational phase. During the fiscal year ended March 31, 2012 (fiscal 2012), recurring services represented 87% of the oil sands business. The Company’s business segments include heavy construction and mining and pipeline. In July 2013, the Company announced that it has completed sale of its Piling businesses to Keller Group plc.

BCV Asset Management

Acquisition in 2024
BCV Asset Management Inc. is a privately owned investment management firm based in Winnipeg, Canada, founded in 2007. The company primarily serves individual investors, corporations, endowment funds, charitable foundations, estates and trusts, and retirement funds, managing customized portfolios tailored to the specific needs of its clients. BCV Asset Management focuses on public equity and fixed income markets, with a diversified approach to fixed income investments that includes bonds from federal and provincial governments as well as corporate issuances. The firm employs a value investment strategy, concentrating on large-cap companies, and utilizes fundamental analysis and in-house research to inform its investment decisions.

Blackline Safety

Post in 2023
Blackline Safety Corp. is a global leader in connected safety technology, specializing in the development, manufacture, and marketing of products and services designed to enhance worker safety. Based in Calgary, Canada, the company offers a range of wearable safety devices, such as the G7c and G7x, which cater to both indoor and remote locations. Blackline's solutions include gas detection cartridges, portable monitoring stations, safety applications, and a cloud-hosted safety monitoring portal. The company serves various industries, including utilities, oil and gas, healthcare, and manufacturing, providing essential services that ensure compliance and improve safety outcomes. With a commitment to real-time safety insights, Blackline Safety has reported over 161 billion data points and initiated millions of emergency responses, underscoring its role in supporting organizations to protect their workforce and enhance operational efficiency. Founded in 2004, the company was formerly known as Blackline GPS Corp. before rebranding in 2015.

Quickly

Seed Round in 2023
Quickly is an online platform based in Calgary, Alberta, that offers early payment and invoicing tools tailored for small and medium-sized businesses. Established in 2022, Quickly allows users to upload bills and invoices or generate professional invoices based on contracts and projects. The platform aims to simplify the payment process by providing next-day access to verified receivables, enabling businesses to receive funds promptly and manage their cash flow more effectively. By streamlining the transactional relationship between buyers and sellers, Quickly helps eliminate uncertainty regarding payment timelines, thus supporting business growth and enhancing working capital management.

ZayZoon

Series B in 2023
ZayZoon Inc. is a Calgary-based company founded in 2014 that specializes in earned wage access solutions. The company provides a platform that allows employees to access their earned wages prior to their scheduled payday, thereby helping to alleviate financial stress. Through an online interface and a mobile application, employees can select the amount of funds they wish to withdraw, enabling them to take control of their finances and improve their overall financial well-being. ZayZoon's technology facilitates on-demand payment, addressing the needs of workers who require immediate access to their earnings.

Walnut Insurance

Seed Round in 2022
Walnut Insurance is a technology firm specializing in embedded insurance solutions for retailers, financial services providers, and consumer platforms. The company has streamlined the process of integrating insurance into various products, effectively removing previous barriers that hindered such incorporation. Walnut offers a robust infrastructure that allows partners to access a wide range of insurance products, facilitating the creation of seamless purchasing experiences. Their platform is designed for digital-first engagement, making insurance acquisition simple and convenient, which enhances accessibility across life, property and casualty, and other embedded product lines. This enables customers to secure insurance coverage quickly and efficiently, often within minutes.

Big Rock Brewery

Post in 2022
Big Rock Brewery is a regional producer and marketer of specialty beers based in Calgary, Alberta, Canada. The company focuses on crafting premium, all-natural beverages using only water, hops, yeast, and malted barley or wheat, without preservatives or adjuncts. Rather than employing pasteurization, Big Rock utilizes cold sterile filtration to preserve the beer's flavor. The brewery operates through two main segments: wholesale and retail. The wholesale segment manufactures and distributes its products, including beer and cider, to provincial liquor boards for sale to consumers, while the retail segment offers beverages, food, and merchandise directly to customers at its own locations. Big Rock's diverse portfolio features brands such as Big Rock, Tree Brewing, Pacer, Rock Creek Cider, and seasonal offerings, catering to a variety of tastes in the craft beverage market.

Lucero Energy

Post in 2022
Lucero Energy is an independent oil company that specializes in the acquisition, development, and production of oil-weighted assets in the Bakken and Three Forks formations located in the Williston Basin of North Dakota. The company is engaged in consolidating interests in these formations, focusing on enhancing its operational efficiency and maximizing resource extraction. Through its strategic initiatives, Lucero Energy aims to capitalize on the rich hydrocarbon potential of the region, positioning itself as a significant player in the North Dakota oil industry.

mCloud Technologies

Post in 2021
mCloud Technologies is a company focused on enhancing energy efficiency through the use of artificial intelligence and analytics. It aims to reduce energy waste and optimize energy production across critical infrastructure. The company's flagship platform, AssetCare, provides comprehensive asset management solutions tailored to three main sectors: smart facilities, power generation, and process industries such as oil and gas. By utilizing IoT sensors, mCloud collects data from connected assets and processes it in the cloud, applying AI and analytical tools to improve performance. The company also encompasses a range of operating subsidiaries that enhance its offerings with advanced IoT, AI, and mobile technologies, all integrated into the AssetCare ecosystem.

Pipestone Energy

Post in 2021
Pipestone Energy Corp is an oil and gas exploration and production company based in Western Canada, primarily focused on the Montney resource play in Alberta. The company is engaged in the responsible exploration, development, and production of oil and natural gas liquids, including condensate, pentane, butane, propane, and ethane, alongside natural gas. Pipestone Energy generates revenue through the sale of these commodities, leveraging its specialized assets and expertise in the condensate-rich Montney region.

High Tide

Post in 2021
High Tide Inc. is a vertically integrated company operating in the Canadian cannabis market, specializing in the design, manufacture, and distribution of cannabis accessories and alternative lifestyle products. The company also retails cannabis products through its network of stores. As of August 2020, High Tide operated 34 Canna Cabana retail locations across Ontario, Alberta, and Saskatchewan. Founded in 2009 and headquartered in Calgary, Canada, High Tide has established a diverse portfolio of subsidiaries, including RGR Canada Inc., Smoker's Corner Ltd., Famous Brandz Inc., Canna Cabana Inc., and the majority of KushBar Inc. The company's focus on retail and product development positions it as a significant player in the cannabis industry.

Athennian

Series A in 2021
Athennian is a developer of legal entity management software that streamlines and automates the management of contracts and corporate entities. The company's platform integrates essential services, including digital signatures and approval workflows, into a single solution, eliminating the need for multiple subscriptions or cumbersome software. Athennian's software facilitates document collaboration and efficient workflow management, allowing for a smooth transition from legacy databases. By enabling clients to collaborate with various legal teams, the company supports the scaling of corporate services, making entity management more efficient and accessible for businesses.

Neo.

Debt Financing in 2020
Neo Financial is a FinTech company that offers innovative banking and financial services designed to help users manage their money securely and efficiently. It provides spending, savings, and rewards programs, including a credit card issued by ATB Financial that operates on the Mastercard network. Additionally, Neo offers a savings account through Concentra Bank, which is protected by CDIC deposit insurance. The company's services include card and reward offerings, attractive interest rates on deposits, and payment facilitation without monthly fees or minimum balance requirements. This combination enables users to save and spend seamlessly, enhancing their financial management experience.

Athennian

Series A in 2020
Athennian is a developer of legal entity management software that streamlines and automates the management of contracts and corporate entities. The company's platform integrates essential services, including digital signatures and approval workflows, into a single solution, eliminating the need for multiple subscriptions or cumbersome software. Athennian's software facilitates document collaboration and efficient workflow management, allowing for a smooth transition from legacy databases. By enabling clients to collaborate with various legal teams, the company supports the scaling of corporate services, making entity management more efficient and accessible for businesses.

The Valens Company

Post in 2020
The Valens Company is a biotechnology firm based in Kelowna, British Columbia, that specializes in the development and manufacturing of cannabinoid-based products. Founded in 2010, the company offers a diverse range of extraction methods, including CO2, ethanol, hydrocarbon, solvent-less, and terpene extraction. Valens provides analytical testing and product formulation services, positioning itself as a key partner for both Canadian and international cannabis brands. Its product line includes tinctures, capsules, beverages, and vape cartridges, catering to a wide audience of medical and recreational cannabis users. The company operates primarily through its cannabis operations segment, which generates the majority of its revenue, while also engaging in analytical testing and corporate activities. With a focus on quality and innovation, The Valens Company aims to expand its presence in the global cannabis market.

Grow

Acquisition in 2019
Grow is a technology company that provides an all-in-one platform for real estate agents and agencies, offering innovative services across Asia and beyond. Originally founded in 2014, Grow has developed a strong presence in the fintech sector, particularly after its acquisition by ATB Financial in 2019. The company specializes in data-driven banking solutions, including digital personal loans, instant customer onboarding, and advanced data analytics. Additionally, Grow offers tools for real-time compliance and identification, enhancing the efficiency of financial transactions. By integrating technology into real estate and banking, Grow aims to empower agents and enhance customer experiences within these sectors.

Bar Country Cocktail

Pre Seed Round in 2018
BarCountry provides classic cocktails in a convenient, light weight and portable format. This company originated to cater the back country camping market but has since grown to cater any event or outing (picnics, social outings, dinner parties etc.).Company exists to promote healthy & active living by giving people a reward for leading hard working lives. All natural flavours, no preservatives, low sugar, low calories, low chance of being hungover.

SNDL

Debt Financing in 2018
SNDL is the liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, and Spiritleaf. SNDL is a licensed cannabis producer that uses state-of-the-art indoor facilities to supply wholesale and retail customers under a cannabis brand portfolio that includes Top Leaf, Sundial Cannabis, Palmetto, Spiritleaf Selects, and Grasslands.

Confetti Sweets

Product Crowdfunding in 2016
Confetti Sweets is a bakery founded by Kathy Leskow, who began her journey by baking cookies in her kitchen and selling them at local farmers’ markets. As demand for her products grew, she expanded to additional markets and eventually upgraded to a commercial oven to meet the needs of her customers. This growth led to the establishment of a health board-certified bakery operating from her basement, where she now employs a team of staff. Confetti Sweets specializes in freshly baked cookies made from high-quality ingredients including chocolate, vanilla, peanut butter, coconut, and sugar. The company also offers cookie cakes and cupcakes, catering to customers seeking custom baked goods for various events and gatherings. With stalls at farmers’ markets across the province, Confetti Sweets has successfully turned a small home-based operation into a thriving business.

Red Cup Distillery

Product Crowdfunding in 2016
Red Cup Distillery is a Canadian distillery based in Edmonton, founded in 2016. The company specializes in the manufacture and distribution of whiskey, employing traditional methods that include the use of green malt, copper pot stills, and open fermentation techniques. This artisanal approach allows Red Cup Distillery to produce natural liquor free from sugar and additives, appealing to consumers seeking authentic and high-quality beverages.

KMC Mining

Private Equity Round in 2008
KMC Mining Corporation specializes in providing comprehensive contract mining services primarily within the open-pit mining sector of the Canadian oilsands. Established in 1949 and based in Acheson, Canada, the company offers a variety of services including site preparation, tailings dyke construction, haul road construction, overburden removal, reclamation, crushing, and ore hauling. KMC Mining also engages in pre-development activities such as mine development and site grading. In addition to the oilsands sector, KMC extends its services to other mining industries, including zinc, coal, gold, uranium, and diamonds. The company is known for its extensive fleet of well-maintained heavy mining equipment, emphasizing safety and efficiency in its operations.

Rocky Mountain Soap Company

Seed Round in 1997
Rocky Mountain Soap Company is a manufacturer and retailer based in Canmore, Alberta, specializing in toxin-free body and bath products. The company offers a diverse range of skincare and personal care items crafted from natural ingredients, including natural soap, body wash, shower gel, hand sanitizer, face masks, and baby care products. By focusing on the use of safe and environmentally friendly components, Rocky Mountain Soap Company aims to help clients effectively nourish and care for their skin while promoting a healthier lifestyle. Their commitment to natural formulations distinguishes them in the personal care market.

ZayZoon

ZayZoon Inc. is a Calgary-based company founded in 2014 that specializes in earned wage access solutions. The company provides a platform that allows employees to access their earned wages prior to their scheduled payday, thereby helping to alleviate financial stress. Through an online interface and a mobile application, employees can select the amount of funds they wish to withdraw, enabling them to take control of their finances and improve their overall financial well-being. ZayZoon's technology facilitates on-demand payment, addressing the needs of workers who require immediate access to their earnings.

Ces Energy Solutions

Ces Energy Solutions is a oil and gas energy company located in Calgary.
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