Bank of Montreal
Bank of Montreal is a diversified financial services organization founded in 1817 and headquartered in Montreal, Canada. It offers a wide array of personal banking products, including checking and savings accounts, credit cards, and mortgages, alongside commercial banking solutions such as business loans, cash management, and foreign exchange services. The company also provides investment and wealth advisory services, including digital investing and asset management for institutional and retail clients. Additionally, Bank of Montreal offers insurance products, debt and equity capital-raising services, and strategic advice on mergers and acquisitions. With a presence of approximately 1,400 branches and 4,800 automated banking machines throughout Canada and the United States, it serves clients through various brands, including BMO Bank of Montreal and Harris, emphasizing a comprehensive approach to managing financial affairs. The company employs around 36,000 individuals and is committed to delivering a broad range of financial solutions through a single point of contact.
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Heidtman Steel Products
Debt Financing in 2025
Heidtman Steel Products is a manufacturer and processor of flat-rolled carbon steel products, serving a diverse customer base across Indiana, Illinois, Michigan, and Ohio. The company specializes in a wide array of steel offerings, including traditional and light gauge hot-rolled, cold-rolled, coated, hot-dipped, galvanized, and aluminized steel. In addition to producing these materials, Heidtman Steel provides various processing services tailored to meet specific customer requirements. These services encompass blanking, pickling, slitting, galvanizing, stretcher leveling, cut-to-length, tempering, tubular processing, and edging. With an extensive service center network, Heidtman Steel Products is equipped to cater to the evolving needs of its clients in the steel industry.
Triple Flag Precious Metals
Post in 2025
Triple Flag Precious Metals Corp is an emerging senior streaming and royalty company that focuses primarily on gold. The company operates a diversified portfolio of precious metal properties across various countries, including Australia, Canada, Colombia, Côte d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States. Triple Flag emphasizes adaptability and flexibility in structuring customized financing solutions to meet the specific needs of its mining partners. By fostering strong relationships and maintaining a distinct culture, the company has successfully sourced a significant number of its deal opportunities through referrals from existing counterparties and its extensive network, promoting direct discussions with potential partners rather than relying on competitive auction processes.
Ceres Global AG
Post in 2025
Ceres Global Ag Corp operates primarily in two sectors: Grain Storage and Handling, and Commodity Logistics. The Grain Storage unit, anchored by Riverland Ag Corp, manages eight grain storage and handling facilities across Minnesota, New York, and Ontario, with a total storage capacity of approximately 42.1 million bushels. This segment focuses on the procurement and merchandising of specialty grains and oilseeds, including oats, barley, rye, and canola. The Commodity Logistics unit offers logistics services, storage, and transloading for various commodities and industrial products, leveraging the company's facilities to enhance supply chain efficiency. Additionally, Ceres engages in soybean processing, contributing to its diversified operations across the agricultural, energy, and industrial sectors.
FirstService Corporation
Post in 2025
FirstService Corporation specializes in real estate-related services, operating primarily in commercial real estate services, residential property management, and property services. They manage thousands of residential communities and offer a range of property services through various brands.
KeyTronic
Post in 2024
Key Tronic Corporation is a manufacturer specializing in electronic manufacturing services, primarily for original equipment manufacturers (OEMs). The company offers a comprehensive range of services, including integrated electronic and mechanical engineering, precision plastic molding, sheet metal fabrication, and printed circuit board assembly. Additionally, Key Tronic provides support in product design, component selection, sourcing and procurement, logistics, and new product testing and production. With a strong presence in the United States and a growing global footprint, Key Tronic has established itself as an independent manufacturer of computer keyboards and related products. In 2013, the company expanded its capabilities by acquiring Sabre Manufacturing Inc., enhancing its expertise in sheet metal production.
Diamond Estates Wines & Spirits
Post in 2024
Diamond Estates produces and markets wines under brands like 20 Bees, EastDell, Lakeview Cellars, and Dan Aykroyd. It also acts as a sales agent for approximately 120 beverage alcohol brands, selling products through liquor boards, licensed establishments, grocery chains, and online.
Rumbu Holdings
Post in 2024
Rumbu Holdings is a Canadian funeral service, memorial, and death care provider.The Company operates in the funeral home sector in Western Canada and offers funeral and cremation related services to the public in the area.
Deep Sky
Debt Financing in 2024
Deep Sky is a company focused on developing infrastructure for carbon dioxide removal, aimed at reducing overall carbon emissions. It specializes in providing CO2 collection and storage services powered by renewable energy, operating at scale. This allows various industries, including compliance, voluntary markets, and government procurement, to profitably monetize carbon dioxide removal credits while leveraging environmental resources. Through its innovative approach, Deep Sky contributes to efforts in addressing climate change by facilitating the transition to a more sustainable economy.
Terreno
Post in 2024
Terreno Realty Corporation is a real estate investment trust that focuses on acquiring, owning, and operating industrial real estate in six major coastal U.S. markets: Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, Seattle, Miami, and Washington, D.C./Baltimore. The company invests in various types of industrial properties, including warehouses, distribution centers, flex spaces (which encompass light industrial and research and development facilities), transshipment sites, and improved land. Founded in 2007, Terreno completed its initial public offering in February 2010, establishing a presence in the industrial real estate sector that caters to diverse logistical and operational needs.
New Perspective Senior Living
Private Equity Round in 2024
New Perspective Senior Living is a senior living community operator based in Minnetonka, Minnesota. The company specializes in independent living and memory care services, providing a range of support options tailored to the needs of its residents. These services include assisted living, personalized care plans, and supervised care, all designed to enhance the quality of life for seniors. By focusing on enrichment and purpose, New Perspective aims to create a supportive and fulfilling environment for its residents, ensuring they can enjoy their later years with dignity and care.
TFI International
Post in 2024
Founded in 1957, TFI International is a leading provider of transportation and logistics services operating across Canada, the United States, and Mexico. The company specializes in less-than-truckload, truckload, and logistics services, serving diverse industries such as insurance, optical, financial, travel, dental, and legal sectors.
Lumine Group
Post in 2024
Lumine Group is a private equity firm based in Mississauga, Canada, founded in 2022. The company specializes in acquiring communications and media software companies, allowing them to maintain their independence while focusing on their customers and employees. By providing support and resources, Lumine Group aims to facilitate the growth of these companies in a competitive market.
StockPick
Debt Financing in 2024
StockPick operates a social video platform designed to facilitate the sharing of investment ideas from experienced investors. The company focuses on providing a space where users can access video-based content related to investing, covering both stocks and cryptocurrencies. By allowing investors to share their insights and monetize their investment-related videos, StockPick aims to empower individuals to enhance their investment knowledge and confidence. This approach not only helps users make more informed investment decisions but also creates an opportunity for contributors to earn from their expertise.
WELL Health Technologies
Post in 2024
WELL Health Technologies operates a portfolio of primary healthcare clinics and provides digital health services, including electronic medical records software and telehealth services. As of late 2020, it operated around 20 clinics and served approximately 2,000 clinics across Canada. The company aims to empower healthcare providers with innovative digital tools, reducing administrative tasks and increasing patient interaction.
Office Properties Income Trust
Post in 2024
Office Properties Income Trust specializes in owning and leasing single-tenant office buildings, with a focus on high credit quality tenants, predominantly the U.S. government.
Vox Royalty
Post in 2024
Vox Royalty Corp. is a mining royalty and streaming company focused on precious metals, with a diverse portfolio of 41 royalties and streaming assets, as well as one royalty option. The company operates across multiple jurisdictions, including Australia, Canada, Peru, Brazil, Mexico, the United States, Madagascar, and Nigeria. With an emphasis on maximizing returns, Vox leverages its unique intellectual property and specialized transactional team to identify and acquire assets with significant growth potential. While the company primarily concentrates on precious metals, it also maintains exposure to a variety of commodities, underscoring its strategic approach to resource investment. Based in Grand Cayman, the Cayman Islands, Vox Royalty continues to expand its reach and capabilities in the global mining sector.
United Way Bay Area
Grant in 2023
United Way Bay Area is a non-profit organization that provides basic needs, housing, career opportunities, and financial services. They provide for basic needs including food, housing, and legal services. They also build systems for career and employment opportunities.
Sagard
Secondary Market in 2023
Sagard Holdings, established in 2002, is a multi-strategy alternative asset manager headquartered in Montreal, Canada, with additional offices in New York and Toronto. As a private equity arm of Power Corporation of Canada, Sagard specializes in middle-market investments, focusing on FinTech and HealthTech sectors in the United States and Canada. The firm targets companies with a minimum profit of $10 million, seeking significant minority or control positions. Sagard offers a unique, long-term shareholder perspective and provides tailored financing solutions through its Sagard Credit Partners vehicle.
Hammerhead Resources
Post in 2023
Hammerhead Resources is a private oil and natural gas exploration, development, and production company based in Calgary, Alberta. The company operates primarily in the Alberta Deep Basin, focusing on the development of multi-zone, light-oil rich plays. Its efforts are concentrated in the Upper and Middle Montney formations, where the company has successfully demonstrated the repeatability of its laterally continuous light oil-rich fairway. Through its strategic operations, Hammerhead Resources aims to enhance its reserves and production capabilities in the region.
GHGSat
Debt Financing in 2023
GHGSat specializes in global emissions monitoring services using proprietary remote-sensing technology. It measures greenhouse gas, air quality gas, and other trace gas emissions from industrial facilities worldwide, providing actionable insights for businesses to make strategic decisions towards sustainability.
Orla Mining
Post in 2023
Orla Mining Ltd. is a mineral exploration and development company based in Vancouver, Canada, focused on acquiring, exploring, and developing mineral properties. The company primarily targets gold, silver, zinc, lead, and copper deposits. Orla owns 100% of the Camino Rojo project, which spans approximately 160,000 hectares in Zacatecas, Mexico, and the Cerro Quema gold project located in Panama. Additionally, Orla holds an option to acquire the Monitor Gold project in Nye County, Nevada. The Camino Rojo project is notable for its advanced open-pit and heap leach operations, with significant estimated mineral reserves. Since its incorporation in 2007, Orla has established itself as a key player in the mineral exploration sector, with operations across Mexico, Panama, and the United States.
RS Technologies
Debt Financing in 2023
RS designs, engineers, and manufactures composite utility poles and related products for the electric transmission and distribution sectors.
Sagard
Funding Round in 2023
Sagard Holdings, established in 2002, is a multi-strategy alternative asset manager headquartered in Montreal, Canada, with additional offices in New York and Toronto. As a private equity arm of Power Corporation of Canada, Sagard specializes in middle-market investments, focusing on FinTech and HealthTech sectors in the United States and Canada. The firm targets companies with a minimum profit of $10 million, seeking significant minority or control positions. Sagard offers a unique, long-term shareholder perspective and provides tailored financing solutions through its Sagard Credit Partners vehicle.
Certn
Series B in 2023
Certn is a technology company based in Victoria, Canada, established in 2016. It specializes in applicant screening and risk management solutions for employers, landlords, and property management firms. The company's platform employs machine learning and artificial intelligence to evaluate customer credibility, promoting financial inclusion. Certn offers services such as criminal record checks, identity verification, employment and education verification, reference checks, and its proprietary Softcheck, which scans global databases for negative news and violations. The platform provides a 3-dimensional scoring approach, including social, behavioral, and financial profiling, to help clients make informed decisions about applicants.
Griffin Global Asset Management
Debt Financing in 2023
Griffin Global Asset Management specializes in aircraft leasing and financing, catering to airlines and other aviation industry stakeholders. The company offers tailored fleet solutions and innovative financing options, leveraging its expertise in aviation finance and asset management to support and guide its clients.
Gold Royalty Corp
Post in 2023
Gold Royalty Corp is a precious metals-focused royalty and streaming company offering creative financing solutions to the metals industry.
eStruxture
Debt Financing in 2023
eStruxture is a provider of cloud and carrier-neutral data center solutions tailored for network providers, media, content, financial services, and enterprise customers. The company offers a range of services, including colocation, private cloud, managed services, interconnections, and security support. eStruxture's infrastructure is designed to meet the demands of modern enterprise applications, allowing clients to scale rapidly in response to changing business needs. By delivering flexible and reliable colocation services, eStruxture enables clients to optimize their operations and enhance their overall performance.
Taiga Building Products
Post in 2022
Founded in 1973, Taiga Building Products is a Canadian-based wholesale distributor of building materials. It offers a wide range of products including composite decking, engineered wood, lumber, mouldings, panels, polyethylene sheeting, treated wood, roofing, and flooring. With distribution centers across Canada and the United States, Taiga supplies 'big-box' retailers, building supply yards, and industrial manufacturers.
Alida
Debt Financing in 2022
Alida is a provider of customer intelligence solutions that helps organizations enhance their customer experiences and drive business success. The company has developed a cloud-based platform that replaces traditional static data and reports with real-time, actionable insights into customer preferences and behaviors. This enables enterprises to build engaged communities of customers for continuous feedback and improvement. Alida supports various sectors, including security and digital services, by promoting technological innovation and assisting partners in their growth. Its commitment to understanding customer needs has attracted prominent brands, empowering them to make informed decisions and foster customer loyalty.
Gold Royalty Corp
Post in 2022
Gold Royalty Corp is a precious metals-focused royalty and streaming company offering creative financing solutions to the metals industry.
FreshBooks
Debt Financing in 2022
FreshBooks is a cloud-based accounting software company that simplifies financial management for business owners. Serving customers in over 160 countries, it offers an intuitive platform for invoicing, expense management, online payments, and time tracking. The software is designed to automate time-consuming tasks, allowing small businesses to maintain professional bookkeeping with ease. FreshBooks is recognized for its exceptional customer support, having received multiple accolades for its service quality. With offices in Canada, Croatia, Mexico, the Netherlands, and the United States, FreshBooks caters to businesses of all sizes, helping them streamline their financial processes and enhance client engagement.
Converge Technology Solutions
Post in 2022
Converge Technology Solutions is a Canadian company building a platform of regionally focused Hybrid IT infrastructure providers in the US and Canada. The company offers multi-cloud solutions, blockchain services, resiliency, and managed services to address business and IT issues faced by public and private-sector organizations.
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.
Cannara Biotech
Post in 2022
Cannara Biotech is a vertically integrated producer of premium-grade cannabis and cannabis-derived products based in Quebec, Canada. The company operates the largest indoor medical cannabis cultivation facility in the region, encompassing a modern 625,000 square foot space. Cannara Biotech focuses on the cultivation, processing, and sale of organic cannabis products, including infused medical items and dried flowers. It employs a supercritical carbon dioxide extraction method to produce clean and potent cannabis oil that maintains a full spectrum of cannabinoids and terpenes. The company serves both consumers and premium brands, aiming to distribute its products across Canada and into international markets. In addition to its cannabis operations, Cannara Biotech has a real estate segment related to its facilities, contributing to its overall business model.
Next Edge Capital
Debt Financing in 2022
Next Edge Capital Corp. is a principal investment firm based in Toronto, Canada, that specializes in asset management services. The firm offers a range of investment solutions, including alternative investments, private debt, and private lending, as well as a focus on sectors such as biotechnology. Next Edge Capital aims to provide clients with quality investment opportunities by utilizing various liquid investment mechanisms, including managed futures, equity, credit, convertibles, and global macro strategies. Through its diverse service offerings, the company is committed to delivering tailored financial solutions to meet the needs of its clients.
PopReach
Post in 2022
PopReach Corporation is a mobile game publisher headquartered in Toronto, Canada, specializing in the free-to-play segment of the gaming market across North America, Europe, Australia, and beyond. The company focuses on acquiring and optimizing successful game franchises, currently owning 12 notable titles, including Smurfs’ Village, Kitchen Scramble, Gardens of Time, City Girl Life, War of Nations, and Kingdoms of Camelot. In addition to its gaming operations, PopReach has diversified its portfolio to include various digital media services and technologies, such as notifyAI, a push notification platform; Q1Media, which provides digital media advertising services; and Contobox, a creative advertising technology platform. With over 25 games in its catalog, PopReach aims to enhance player engagement and optimize user experiences through its multi-platform offerings.
Talent.com
Debt Financing in 2022
Talent.com is a platform that centralizes jobs available on companies' career websites, staffing agencies, or job boards. The company was founded in 2020 and is headquartered in Montreal, Quebec, Canada.
Gold Royalty Corp
Post in 2022
Gold Royalty Corp is a precious metals-focused royalty and streaming company offering creative financing solutions to the metals industry.
Inxeption
Series E in 2022
Inxeption Corporation is a South San Francisco-based company that operates a cloud-based e-commerce platform tailored for the industrial and supply chain sectors. Founded in 2017, Inxeption provides a suite of tools and blockchain technology designed to facilitate the promotion, sale, and management of products and services online. Its platform offers features such as PRODUCT LEDGER, which digitizes and centralizes product information, and enables businesses of all sizes to enhance sales, gain operational visibility, and achieve cost efficiencies. Additionally, Inxeption Commerce Partners can access a B2B marketplace to sell products and develop new online commerce channels, as well as utilize applications that streamline logistics and other operational processes. The company aims to improve business practices within the industrial sector by promoting a more efficient approach to commerce.
Inxeption
Debt Financing in 2022
Inxeption Corporation is a South San Francisco-based company that operates a cloud-based e-commerce platform tailored for the industrial and supply chain sectors. Founded in 2017, Inxeption provides a suite of tools and blockchain technology designed to facilitate the promotion, sale, and management of products and services online. Its platform offers features such as PRODUCT LEDGER, which digitizes and centralizes product information, and enables businesses of all sizes to enhance sales, gain operational visibility, and achieve cost efficiencies. Additionally, Inxeption Commerce Partners can access a B2B marketplace to sell products and develop new online commerce channels, as well as utilize applications that streamline logistics and other operational processes. The company aims to improve business practices within the industrial sector by promoting a more efficient approach to commerce.
Bank of the West
Acquisition in 2021
Bank of the West is a commercial bank that offers a comprehensive range of banking services to individuals and businesses. Its product offerings include personal and commercial accounts, certificates of deposit, individual retirement accounts, and various loan options such as home equity loans, mortgages, and construction financing. The bank also provides lines of credit, business financing, and wealth management services. Additional features include remote deposit capture, safe deposit boxes, and Internet banking services. Founded in 1874 and headquartered in San Francisco, California, Bank of the West has established a significant presence in the financial sector.
Flexiti
Debt Financing in 2021
Flexiti Financial Inc. is a Canadian fintech company that specializes in providing sales financing solutions to businesses and consumers. Founded in 2013 and headquartered in Toronto, with an additional office in Rosario, Argentina, Flexiti offers point-of-sale financing options that feature lower interest rates, longer payment terms, and revolving credit. Utilizing a mobile application and patented ID scanning technology, the company streamlines the financing process for customers, allowing for quick approvals and flexible payment options. Its services are designed to support partners in various sectors, including retail, health, and home improvement, enabling them to enhance sales and growth while helping consumers access the products and services they desire more affordably and conveniently.
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.
GoldMining
Post in 2021
GoldMining Inc. is a mineral exploration company focused on acquiring, exploring, and developing projects in the Americas. Its principal properties include the Whistler project in Alaska, Yellowknife project in Northwest Territories, Titiribi project in Colombia, La Mina project in Antioquia, and São Jorge project in Para State, Brazil.
Alida
Series D in 2021
Alida is a provider of customer intelligence solutions that helps organizations enhance their customer experiences and drive business success. The company has developed a cloud-based platform that replaces traditional static data and reports with real-time, actionable insights into customer preferences and behaviors. This enables enterprises to build engaged communities of customers for continuous feedback and improvement. Alida supports various sectors, including security and digital services, by promoting technological innovation and assisting partners in their growth. Its commitment to understanding customer needs has attracted prominent brands, empowering them to make informed decisions and foster customer loyalty.
Gold Royalty Corp
Post in 2021
Gold Royalty Corp is a precious metals-focused royalty and streaming company offering creative financing solutions to the metals industry.
Trove
Series D in 2021
Trove is a technology company that uses artificial intelligence to strengthen professional networks and enable sustainable retail. Its AI-powered email management tool analyzes team connections to map networks, surface relationship insights, and prioritize communications, helping users manage inbox overload and reveal potential introductions. The company also operates a resale platform for brands and retailers, offering tools to launch, manage, and scale resale programs across channels. The platform provides storefront design, photography, authentication, trade-ins, returns processing, non-new inventory management, and Shopify integration, supported by analytics that optimize pricing and merchandising for millions of items. By advancing circular commerce, Trove helps brands reach new customers, increase profits, and reduce environmental impact while maintaining operational efficiency. The company serves enterprises seeking to improve collaboration and network visibility through AI-enabled software, with a focus on sustainability and scalable growth.
Haivision
Post in 2021
Haivision Systems, Inc. specializes in infrastructure solutions for the video streaming market, catering to enterprises and governments on a global scale. The company offers a comprehensive range of products, including video encoders, decoders, transcoders, players, and set-top boxes, along with solutions for internet protocol television, enterprise video, and signage. Haivision's technology supports secure and reliable video delivery for diverse applications such as enterprise communications, training, and intelligence operations. With approximately 70,000 systems deployed, the company serves various sectors, including broadcast, government, healthcare, and military. Founded in 2004 and headquartered in Montreal, Canada, Haivision has established itself as a leader in simplifying video workflows and providing high-quality, low-latency video solutions.
Laurentide Paint
Private Equity Round in 2021
Laurentide Paint is a manufacturer and supplier of paint products.
Bench
Series C in 2021
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.
Uranium Royalty
Post in 2021
Uranium Royalty Corp. is a royalty company specializing in uranium, concentrating on the uranium and nuclear energy sectors. It acquires and manages a geographically diverse portfolio of uranium royalty interests. The company's holdings include royalties from several projects such as the Diabase property in Saskatchewan, the Anderson project, the Slick Rock project, the Workman Creek project, and the Langer Heinrich project in Namibia. Additionally, it has interests in the Church Rock, Dewey-Burdock, Lance, Roca Honda, Reno Creek, Roughrider, and Michelin projects. Founded in 2017 and headquartered in Vancouver, Canada, Uranium Royalty Corp. aims to provide investors exposure to fluctuations in uranium prices through its strategic investments in various uranium interests.
PureStream Trading Technologies
Series A in 2021
PureStream is a technology platform established in 2018 in New York, focusing on enhancing the efficiency and security of institutional trading. The company has developed an alternative trading software that connects traders and investors with compatible liquidity, emphasizing improved liquidity discovery and natural cross rates among algorithmic orders. Its trading platform prioritizes and matches orders based on their liquidity relevance, which facilitates faster order completion and better cross rates. This approach allows brokers and institutional clients to access quality bandwidth for optimal liquidity in a more cost-effective and secure manner.
GoSecure
Series E in 2020
GoSecure is a prominent cybersecurity company that specializes in providing advanced threat detection and mitigation solutions. With over 20 years of experience, it integrates endpoint, network, and email threat detection into a cohesive Managed Extended Detection and Response (MXDR) service. GoSecure's Advanced Adversary Protection offering actively engages in both identifying sophisticated threats and addressing active compromises in real-time. This unified platform enhances operational efficiency by consolidating multiple core security functions, allowing organizations to better understand their security vulnerabilities and improve overall risk management and security maturity. The company is recognized for its trusted and skilled team, dedicated to delivering effective professional services that bolster clients' cybersecurity posture.
Clearpool Group
Acquisition in 2020
Clearpool Group, Inc. is a New York-based company engaged in the development of electronic trading software and providing agency broker-dealer services. Founded in 2012, it focuses on enhancing the equity market microstructure through innovative solutions. Clearpool offers a cloud-based Algorithmic Management System that facilitates algorithmic trading by incorporating pre-trade compliance, risk checks, and advanced analytics, ensuring transparency and control throughout the electronic trading process. The company operates Clearpool Execution Services, an independent agency broker-dealer that delivers conflict-free access to liquidity. Its clientele includes institutional broker-dealers and professional trading firms, reflecting its commitment to addressing the needs of sophisticated market participants. As of April 2020, Clearpool Group operates as a subsidiary of Bank of Montreal.
Greenway Greenhouse Cannabis Corporation
Debt Financing in 2020
Greenway Greenhouse Cannabis Corporation's propagation and cultivation ensure harvests always consist of cannabis strains with resinous flowers, trichomes, and cannabinoid profiles. Greenway uses LivingCubes, a fully-automated vertical growing chamber, to ensure that our seedlings are given the best possible growing environment during their most vulnerable stage. Traditional farming's physical footprint is reduced by LivingCube while production per cubic foot is maximized. The controlled environment allows for precise light, water, and temperature levels, obviating the need for harmful pesticides and herbicides. Most importantly, they offer consistent, risk-free clones all year.
iLOOKABOUT
Post in 2019
iLOOKABOUT is a company that specializes in visual data analytics, primarily focused on enhancing the valuation of real estate assets. Established in 2000, the company recognized the potential of visual data in business applications and has since aimed to deliver more than just aesthetic representations. iLOOKABOUT provides targeted data analytics that simplify various aspects of the real estate sector, including tax solutions, property valuation, and settlement services. Its offerings serve a diverse range of clients such as investors, lenders, government agencies, and service providers, ensuring transparency throughout the lending lifecycle.
Sunens
Debt Financing in 2019
Sunens a Southwestern Ontario company, focused on cultivating organic cannabis in a high-tech greenhouse facility.
Aurora Cannabis
Post in 2019
Founded in 2013, Aurora Cannabis is a Canadian-based company dedicated to cultivating and distributing medicinal and recreational cannabis. It offers a range of products under brands such as Drift, San Rafael '71, Daily Special, Whistler, Being, and Greybeard. With operations across Canada, Europe, Australia, and other regions, Aurora is committed to providing high-quality products and exceptional customer service.
STAG Industrial
Post in 2019
STAG Industrial is a real estate company specializing in the acquisition, ownership, and management of single-tenant industrial properties across the United States. Its portfolio primarily consists of warehouse/distribution buildings, with a focus on Class B properties in secondary markets.
Signpost
Series D in 2019
Signpost, Inc. is a New York-based company that develops Mia, a customer relationship management and remarketing software designed to assist local businesses in enhancing their customer engagement. The platform automatically collects and analyzes consumer data from various touchpoints, including email, calls, and transactions, enabling businesses to create comprehensive customer records. Signpost's software facilitates a customer-centric approach by allowing brands to send personalized communications and promotions, thereby helping them to capture and convert leads effectively. Founded in 2009 and originally named Postabon, Inc., Signpost serves a diverse clientele of small and large local businesses, aiming to strengthen their customer base and increase revenue from existing clients.
OrganiGram
Post in 2019
OrganiGram is a Canadian cannabis company focused on producing high-quality indoor-grown cannabis for medical and recreational consumers. They offer a range of brands including Edison, Holy Mountain, and Big Bag O' Buds, among others. OrganiGram operates facilities in Moncton, New Brunswick, Lac-Superieur, Quebec, and Winnipeg, Manitoba.
AVENIR GLOBAL
Venture Round in 2019
AVENIR GLOBAL is a holding and management company that specializes in providing a diverse range of services, including public relations, investor relations, and financial consultancy. With a workforce of 760 employees and a presence in 21 locations across Canada, the United States, and Europe, the company is recognized as a significant player in the public relations sector. AVENIR GLOBAL adopts an active and hands-on approach to its investments, focusing on delivering data-driven integrated communications and specialty healthcare services. The firm aims to support its clients with strategic communications solutions tailored to their specific needs.
HEXO
Post in 2019
HEXO Corp is a consumer packaged goods cannabis company that develops and distributes award-winning products for the global cannabis market. Utilizing a hub and spoke business strategy, HEXO partners with Fortune 500 companies to leverage its brand value, cannabinoid isolation technology, and regulatory expertise, enhancing the distribution capabilities of established firms. As one of the largest licensed cannabis companies in Canada, HEXO operates 1.8 million square feet of facilities in Ontario and Quebec, and is establishing a processing, production, and distribution center in Greece to expand its European presence. The company serves both the adult-use and medical cannabis markets in Canada.
KGS-Alpha Capital Markets
Acquisition in 2018
KGS-Alpha Capital Markets, LP was an institutional fixed income broker-dealer based in New York, New York, incorporated in 2009. The firm specialized in providing a wide array of financial services and fixed income products, including mortgage-backed and asset-backed securities, as well as agency debt securities. Its offerings encompassed agency collateralized mortgage obligations, specified pass-throughs, adjustable-rate mortgages, and non-agency residential mortgage-backed securities, among others. Additionally, KGS-Alpha provided comprehensive investment banking services, including asset-backed securities, mezzanine financing, private placements, and high-yield bonds. The company was also a member of FINRA and SIPC, ensuring its compliance with regulatory standards. Following its acquisition by Bank of Montreal in 2018, KGS-Alpha continued to serve its institutional clients through multiple office locations across the United States, including cities such as Boston, San Francisco, and Chicago.
Lundin Gold
Post in 2018
Lundin Gold is a Canadian mining company headquartered in Vancouver focused on the Fruta del Norte gold project in southeastern Ecuador. The company holds and develops a portfolio of mineral concessions in the region, with Fruta del Norte identified as its flagship asset located near Loja in the Cordillera del Condor area. Through acquisitions and exploration, Lundin Gold advances the development of this gold resource, aiming to establish a long-term operation centered on gold production in Ecuador.
Home Capital Group
Post in 2018
Home Capital Group is a Canadian financial services provider offering residential and commercial mortgages, consumer lending, credit cards, and deposit services. It serves customers who may not qualify through traditional banks, focusing on underserved markets.
Aurora Cannabis
Post in 2018
Founded in 2013, Aurora Cannabis is a Canadian-based company dedicated to cultivating and distributing medicinal and recreational cannabis. It offers a range of products under brands such as Drift, San Rafael '71, Daily Special, Whistler, Being, and Greybeard. With operations across Canada, Europe, Australia, and other regions, Aurora is committed to providing high-quality products and exceptional customer service.
Creative Destruction Lab (CDL)
Venture Round in 2017
The Creative Destruction Lab (CDL) is a seed-stage acceleration program founded in 2012 at the Rotman School of Management in Toronto, Canada. It is dedicated to supporting massively scalable, science- and technology-based ventures by providing a unique coaching process focused on specific objectives. CDL connects startups with experienced entrepreneurs and leading scientists across various sectors, including artificial intelligence, healthcare, quantum computing, blockchain, energy, and cleantech. The program has expanded its reach, operating in six cities: Vancouver, Calgary, Toronto, Montreal, Halifax, and New York City, and emphasizes the commercialization of scientific and technological advancements.
Fortuna.ai
Pre Seed Round in 2017
Fortuna.ai is an artificial intelligence platform designed to assist financial services firms in growing their assets under management. By automating prospecting, client interactions, and scheduling, Fortuna enables these companies to enhance productivity while focusing on the personal aspects of client relationships. The platform empowers financial advisors to attract new clients and retain existing ones, moving away from traditional methods such as referrals and cold calling. Fortuna's innovative approach leverages video and digital transformation, turning current customers into advocates for the business. The company has successfully supported over 400 advisors in scaling their operations, positioning itself as a leader in this emerging category of AUM growth solutions.
Daylight
Pre Seed Round in 2017
Daylight Automation is a technology company that specializes in providing a low-code platform designed to enhance digital experiences for enterprise organizations. The platform allows teams to streamline legacy processes and automate data-intensive workflows without the need for coding expertise. By enabling the creation of personalized digital interactions, Daylight Automation aims to improve operational efficiency and maximize customer lifetime value. The company serves a diverse array of industries, including banking, insurance, wealth management, government, and corporate sectors, positioning itself as a valuable partner in transforming internal and customer-facing processes. Based in Toronto, Canada, Daylight Automation focuses on empowering organizations to leverage technology for better workflow management and customer engagement.
Dwello
Seed Round in 2016
Dwello is a platform that automates monthly rental payments between landlords and tenants. It offers tools for online rent collection, maintenance tracking, tenant communication, and financial reporting, enabling property managers to streamline leasing workflows and improve operational efficiency.
Cority
Venture Round in 2016
Cority is a global provider of Environmental, Health, and Safety (EHS) software solutions, serving over 1,500 organizations worldwide for nearly four decades. The company empowers employees across all levels to contribute to safer, healthier, and more sustainable work environments by offering configurable, scalable, and user-friendly platforms that integrate data from various sources. Cority's solutions enable businesses to track medical trends, manage compliance, reduce workplace injuries, and make data-driven decisions to improve overall performance and reporting accuracy.
CDI
Post in 2015
CDI Corp., headquartered in Philadelphia, is a prominent provider of engineering and information technology outsourcing solutions, along with professional staffing services. The company operates through several divisions, including CDI Engineering Solutions, CDI IT Solutions, CDI AndersElite Limited, and Management Recruiters International, Inc. With a presence across North America and joint ventures in Kuwait and Mexico, CDI Engineering Solutions specializes in engineering outsourcing, project management, and professional services for Global 1000 clients. Its clientele spans various sectors, including aerospace, government services, infrastructure, life sciences, and process and industrial markets.
WHOOSH!
Debt Financing in 2015
WHOOSH! specializes in manufacturing and selling cleaning products designed specifically for electronic screens and devices. The company focuses on Tech Hygiene and offers a range of nontoxic, odorless cleaning solutions that effectively clean, polish, and protect gadgets. Their flagship product, Screen Shine, has received recognition as a two-time CES Innovations Design and Engineering Awards Honoree. By using WHOOSH!'s products, consumers can maintain the cleanliness and integrity of their digital screens while enjoying added features such as finger resistance. WHOOSH! has gained significant recognition in the market, being ranked as the 9th fastest growing startup in Canada in 2016.
Thinca
Venture Round in 2015
Thinca is an IT system planning, development, and operations company specializing in cloud-based communication solutions. It focuses on providing a Computer Telephony Integration (CTI) platform tailored for the hospitality sector and corporate offices. The company is particularly known for its communication platform, KAICLOUD, which facilitates seamless integration of various communication channels. Thinca's services aim to enhance operational efficiency and improve customer interactions through innovative technology solutions in the communication domain.
BlackBridge
Venture Round in 2014
BlackBridge Geomatics Corp. specializes in geo-imagery and geo-information products and services, offering a range of solutions that include satellite imagery, change monitoring, and streaming mosaics. The company provides satellite tasking, digital elevation data, stereo-imagery, and custom mosaics, along with image processing and hosting, application development, and geocloud services. BlackBridge serves various sectors such as agriculture, mapping, forestry, environmental monitoring, security, and emergency response, as well as oil, gas, and mining exploration markets in Canada. Founded in 1986 and based in Lethbridge, Canada, BlackBridge operates as a subsidiary of Planet Labs Inc. and collaborates with over 100 partners to distribute its satellite imagery and create value-added products and services across the geospatial value chain.
F&C Asset Management
Acquisition in 2014
F&C Asset Management was founded in 1972
Marshall & Ilsley
Acquisition in 2010
Marshall & Ilsley is a financial institution that has been serving customers since its founding in 1847. The bank offers a variety of financial services tailored to meet the needs of individuals and businesses. In December 2010, Marshall & Ilsley was acquired by Bank of Montreal, enhancing its capabilities and resources.
Terra-Gen Power
Debt Financing in 2010
Terra-Gen Power is a renewable energy company focused on geothermal, wind and solar generation. Terra-Gen Power owns 831 MW (net equity) in twenty-one operating renewable energy projects across the Western United States. Wholly owned subsidiaries, Terra-Gen Operating Company and Coso Operating Company, operate and manage most of the projects. The company primarily sells the output of the renewable energy projects to load serving entities under long-term power purchase agreements. Terra-Gen Power plans to expand operations in renewable generation through a combination of acquisitions of operating projects, development of new projects and partnering on mid and late stage development opportunities.
iWeb Technologies
Debt Financing in 2008
iWeb Technologies is a prominent Canadian provider of internet hosting infrastructure services, headquartered in Montreal. The company specializes in advanced hosting solutions, including shared hosting, unmanaged and managed dedicated servers, and colocation services. Operating three data centers, iWeb offers high-speed global connectivity through ISP peering and partnerships with tier one providers. Its services cater to businesses of all sizes and types, delivering support in English, French, and Spanish to customers in over 135 countries worldwide. In addition to hosting, iWeb also provides private cloud and security services to enhance its clients' online presence and operational efficiency.
iWeb Technologies
Debt Financing in 2007
iWeb Technologies is a prominent Canadian provider of internet hosting infrastructure services, headquartered in Montreal. The company specializes in advanced hosting solutions, including shared hosting, unmanaged and managed dedicated servers, and colocation services. Operating three data centers, iWeb offers high-speed global connectivity through ISP peering and partnerships with tier one providers. Its services cater to businesses of all sizes and types, delivering support in English, French, and Spanish to customers in over 135 countries worldwide. In addition to hosting, iWeb also provides private cloud and security services to enhance its clients' online presence and operational efficiency.
Kubra
Debt Financing in 2006
Kubra is a US-based technology company specializing in customer experience management solutions for utilities, insurance, and government sectors. It offers a range of services including billing and payments, alerts and preference management, AI-driven solutions, mobile apps, and utility mapping. Kubra serves over 40% of households in the U.S. and Canada, enabling clients to enhance customer satisfaction and engagement through seamless business experiences.
PureEdge Solutions
Series E in 2002
PureEdge Solutions, established in 1993 and headquartered in Victoria, Canada, specializes in providing business process management software and services. It offers an automation framework centered around XML forms-based processes, comprising products, partnerships, and services. This enables clients to create, manage, and deploy electronic forms efficiently. The company's notable clientele includes the United States Army and Department of Defense, as well as securities and exchange commissions.
Inflow
Venture Round in 2001
Inflow provides facility-based information technology outsourcing solutions.
Inflow
Debt Financing in 2001
Inflow provides facility-based information technology outsourcing solutions.
Fakespace Systems
Venture Round in 2001
At Fakespace Systems, customers are discovering advanced visualization technologies.
Inflow
Series C in 2000
Inflow provides facility-based information technology outsourcing solutions.
Competix
Venture Round in 2000
Competix.com delivers superior automated lending solutions to lenders nationwide. The company's Internet lending solution called Credit Manager is a turn-key credit-decisioning service based on proven, state-of-the-art lending technology developed by a $1 billion international information technology firm and one of the largest banks in North America. This same technology that's used by banks, financial organizations and lending institutions throughout the country is now available as an affordable service offered to community banks as a cost-effective alternative to traditional large-scale lending software and expensive hardware systems.
Credit Manager harnesses the power of the Internet to fully automate the entire lending process from application, to credit decision, to booking in an online, real-time environment. The service supports a wide range of personal and small business loan products, including installment loans, revolving credit lines, credit cards, overdraft protection, mortgages, home equity loans and indirect lending.
Fakespace Systems
Venture Round in 2000
At Fakespace Systems, customers are discovering advanced visualization technologies.
Nu-Wave Photonics
Venture Round in 2000
Nu-Wave Photonics is a manufacturer of optical sensors for detecting chemicals and biological agents.
Ces Energy Solutions
Ces Energy Solutions is a oil and gas energy company located in Calgary.
Electrovaya
Electrovaya designs, develops, manufactures, and markets advanced lithium-ion battery systems for energy storage, clean electric transportation, and other specialized applications. Its proprietary Lithium Ion Super Polymer® batteries are renowned for enhanced safety and longevity.
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