Cambridge Savings Bank is a full-service financial institution based in Cambridge, Massachusetts, with a history dating back to 1834. With assets totaling $2.2 billion, it is recognized as one of the oldest and largest community banks in the state. The bank provides a comprehensive range of individual and business banking services, supported by a network of 16 banking centers located in various Massachusetts communities, including Cambridge, Acton, Arlington, Bedford, Belmont, Burlington, Concord, Lexington, Newton, and Watertown. In addition to its branch services, Cambridge Savings Bank also offers digital banking solutions to meet the needs of its commercial, small business, and consumer customers.
Senior Asset-Based Lending Officer, First Vice President
Keith Broyles
Co-Founder, Senior Vice President and Head of Asset-Based Lending
Vincent Fennell
Senior Vice President and Chief Data Analytics Officer
Angela Gee
VP
Yvonne Kizner
Co-Founder and SVP Asset-Based Lending
Kevin McGuire
COO and Executive Vice President
Michael Richardson
Asset Based Lending - Relationship Manager and Vice President
17 past transactions
Belle Brands
Debt Financing in 2025
Belle Brands provides the ultimate in accessible, science-backed hair and skincare that can be relied on at any age and stage. The company emphasizes the use of high-quality, safe ingredients in all of its product lines, which cater to a wide range of demographics and life phases.
Arctaris Impact Investors
Debt Financing in 2025
Arctaris Impact Investors is a venture capital firm based in Chestnut Hill, Massachusetts, that focuses on generating above-market investment returns while fostering positive social impact. Established in 2009, the firm specializes in providing royalty-based capital and subordinated debt to expansion-stage companies, particularly those located in underserved communities throughout the eastern United States. Arctaris seeks investments ranging from $1 million to $10 million in businesses that have a trailing revenue exceeding $5 million per year and are EBITDA positive. This innovative funding approach allows companies to access capital without diluting ownership, making it suitable for various purposes such as expansion, acquisitions, and recapitalizations. By targeting growth-oriented operating businesses and community infrastructure projects, Arctaris aims to create lasting economic benefits in the communities it serves.
Fabrizia Spirits
Debt Financing in 2024
Fabrizia Spirits is a beverage company based in Salem, New Hampshire, specializing in limoncello and all-natural ready-to-drink canned cocktails crafted from Italian lemons. Founded in 2008, the company produces its spirits in small batches, ensuring a handmade quality that results in slight variations in the proportions of alcohol, water, and sugar. This artisanal approach aims to provide consumers with authentic and refreshing beverage options.
Fair Haven Community Health Care
Debt Financing in 2024
Fair Haven Community Health Care is a primary health care organization and wellness activities.
Stauer
Debt Financing in 2024
Stauer is a manufacturer based in Burnsville, Minnesota, specializing in historically-inspired watches, jewelry, and unique collectibles. The company focuses on creating vintage-inspired fashion accessories that include gemstone-studded ornaments, handbags, and home decor items, catering to a diverse range of styles and designs. Stauer aims to tell the stories of the world's most precious stones through its offerings, allowing clients to enjoy contemporary interpretations of classic aesthetics.
Modera Wealth Management
Debt Financing in 2024
Modera Wealth Management, founded in 1983 in Westwood, New Jersey, offers comprehensive wealth management and portfolio management services tailored to individuals, families, trusts, institutions, and philanthropic organizations. The firm focuses on addressing the unique financial needs of diverse clientele, including business owners and healthcare professionals, while also providing specialized services for surviving spouses and various gender identities. Modera's expertise encompasses financial planning, estate planning, and family wealth transfer, ensuring clients receive personalized strategies and access to new investment opportunities. With a commitment to client-centric service, Modera aims to enhance financial well-being and foster long-term wealth preservation and growth.
Conditioned Air
Debt Financing in 2023
Conditioned Air is a provider of heating, ventilation, and air conditioning (HVAC) services in Southwest Florida, catering to both residential and commercial clients. The company specializes in the design, engineering, estimation, installation, and maintenance of various HVAC systems, including air conditioning, heating, refrigeration, and dehumidification. Conditioned Air focuses on delivering routine maintenance and tailored assistance to meet the specific needs of its customers, ensuring optimal performance and comfort in their indoor environments.
Conditioned Air
Private Equity Round in 2023
Conditioned Air is a provider of heating, ventilation, and air conditioning (HVAC) services in Southwest Florida, catering to both residential and commercial clients. The company specializes in the design, engineering, estimation, installation, and maintenance of various HVAC systems, including air conditioning, heating, refrigeration, and dehumidification. Conditioned Air focuses on delivering routine maintenance and tailored assistance to meet the specific needs of its customers, ensuring optimal performance and comfort in their indoor environments.
Enhanced Mechanical Contracting
Debt Financing in 2023
Enhanced Mechanical Contracting provides HVAC servicing solutions that are tailored to the needs of each building in order to ensure that equipment operates at top performance while also lowering the facility's cost structure.
Bigbelly
Debt Financing in 2023
BigBelly, Inc. specializes in waste and recycling management solutions, focusing on solar-powered intelligent waste collection systems. The company provides solar compactors, companion recycling bins, and the CLEAN software, which enables real-time monitoring and management of waste collection processes. Additionally, BigBelly offers a comprehensive smart waste and recycling system called Connect, designed to enhance customer engagement and satisfaction. The company supplies various accessories, including ad panels and animal-resistant features, to meet diverse operational needs. Established in 2003 and based in Needham, Massachusetts, BigBelly serves a wide array of clients, including municipalities, educational institutions, and military installations across the United States, Canada, Europe, and beyond. The company has played a pivotal role in implementing public space recycling programs in major cities and is recognized for its innovative approach to waste management on a global scale.
Leadpoint
Debt Financing in 2023
Leadpoint Business Services specializes in insourced workforce solutions, primarily serving the recycling, warehousing, and manufacturing sectors. Founded in 2000 and based in Phoenix, Arizona, the company focuses on optimizing workforce management to enhance productivity, safety, efficiency, and profitability. By providing high-performance work teams, onsite management, and operations and safety consulting, Leadpoint aids organizations in making informed decisions that streamline their operations. Its data-driven approach not only helps reduce employee turnover and training costs but also aims to minimize safety incidents, thereby improving overall performance for its clients across the nation.
American Gas Products
Debt Financing in 2023
American Gas Products specializes in the supply of industrial and specialty gases, focusing on helium, propane, medical gases, and welding products. The company serves a diverse range of markets, including supermarkets, the construction industry, wholesale helium suppliers, and the entertainment sector. Their offerings include bulk carbon dioxide, cryogenic gases, nitrogen generation units, and high-pressure cylinders, catering to both local cylinder and micro bulk gas markets as well as national accounts.
ROC USA
Debt Financing in 2023
When a manufactured home community or “mobile home park” is for sale, ROC USA® seeks to provide homeowners who are working together as a democratic organization with the opportunity to purchase their community. ROC USA also provides groups with on-going technical, training and networking support to help them build value and be successful over time.
Tropical Products
Debt Financing in 2022
Tropical Products, Inc. provides you with a consistently high quality, cost-effective product that will please your customers. Whether you require a turnkey product or contract manufacturing and filling, Tropical Products’ knowledgeable staff guides you through the process, cutting costs and assuring your satisfaction every step of the way.
ROC USA
Debt Financing in 2021
When a manufactured home community or “mobile home park” is for sale, ROC USA® seeks to provide homeowners who are working together as a democratic organization with the opportunity to purchase their community. ROC USA also provides groups with on-going technical, training and networking support to help them build value and be successful over time.
GWA Auto Parts
Debt Financing in 2021
GWA Auto Parts is a distributor and retailer of private-label automotive aftermarket parts located in Delray Beach, Florida. The company specializes in high-quality replacement parts for a wide range of vehicles, including domestic, European, and import brands such as Chevrolet, Dodge, Ford, BMW, Volkswagen, Audi, Porsche, Kia, Hyundai, Subaru, and Mitsubishi. All parts are produced in ISO-certified facilities and are subject to a rigorous quality control process prior to shipping, ensuring reliability and performance, particularly for electronic components like ignition coils, speed sensors, coolant sensors, and switches.
ROC USA
Debt Financing in 2021
When a manufactured home community or “mobile home park” is for sale, ROC USA® seeks to provide homeowners who are working together as a democratic organization with the opportunity to purchase their community. ROC USA also provides groups with on-going technical, training and networking support to help them build value and be successful over time.
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