Cambridge Trust

Cambridge Trust is a bank holding company based in the United States, focused on delivering personalized banking solutions to its clients. It offers a range of core services including Wealth Management, Commercial Banking, Residential Lending, and Personal Banking. The bank provides various banking services such as deposit accounts, online and mobile banking, and business banking. Additionally, Cambridge Trust offers wealth planning and other financial services aimed at helping clients build and preserve their wealth. Its loan portfolio includes residential and commercial mortgages, home equity loans, as well as commercial, industrial, and consumer loans. The institution is committed to providing dedicated personal attention to meet the diverse financial needs of its customers.

Peter Coates

First Vice President - Director of Asset Based Lending

JP Marchette

Director, Innovation Banking

Jennifer Willis

Executive and Senior Vice President

6 past transactions

Eastern Bank

Acquisition in 2023
Eastern Bank is a full-service commercial bank headquartered in Boston, Massachusetts. The bank provides checking and savings accounts, online and mobile banking, and a wide range of loans for individuals and businesses, along with related insurance products. It also offers advisory services to corporate, government, and nonprofit clients in areas such as capital markets activities, equipment leasing, cash management, commercial real estate, international trade, and foreign exchange. In addition, Eastern Bank delivers trust and wealth management, treasury management, and related financial services. Serving individuals, investors, government agencies, not-for-profit organizations, and small and midsize businesses, the bank operates a broad branch network in eastern Massachusetts and southern New Hampshire. Established in 1818 and headquartered in Boston, it is recognized as the largest independent mutual bank in New England and the largest community bank in Massachusetts.

MasteryPrep

Debt Financing in 2023
MasteryPrep provides college and career readiness programs and ACT test preparation services for schools and districts. It offers an online platform and professional development for educators and administrators to support in-class ACT preparation, focusing on helping students with lower ACT scores improve their results, gain college admissions, and pursue brighter futures. The company collaborates with schools to align readiness curricula with schedules and needs. Founded in 2013 and based in Baton Rouge, Louisiana, MasteryPrep aims to improve standardized test outcomes by delivering targeted instruction and support to students and districts.

Curbio

Debt Financing in 2022
Curbio Inc. is a home renovation service provider based in Potomac, Maryland. Founded in 2017, the company specializes in pre-sale home renovations designed to assist real estate agents and homeowners in preparing properties for sale. Curbio leverages technology to enhance the home improvement process, offering features such as virtual estimates and automated communication, which streamline project management. By partnering with real estate agents, Curbio delivers a hassle-free experience aimed at ensuring homes are market-ready and sold quickly. The company employs a unique pay-at-closing model, allowing homeowners to manage costs effectively while preparing their homes for listing. Originally established as MaxSalePrice, Inc., Curbio rebranded in October 2018 to better reflect its focus on the real estate market.

Freight Farms

Debt Financing in 2022
Freight Farms manufactures crop production units housed in upcycled shipping containers, notably the Leafy Green Machine, a hydroponic farming system capable of delivering commercial-scale yields in any climate or season. The platform is an assembled hydroponic setup inside a container and supports growing a range of crops, including lettuces, herbs such as mint and basil, and brassica greens. It serves business owners, schools, municipalities, and other organizations across the United States, Canada, and Europe, enabling on-site, year-round production to support local food economies and sustainable supply chains. The company is based in Boston, Massachusetts.

Northmark Bank

Acquisition in 2022
Northmark Bank offers a full range of banking services to individuals, businesses and non-profit organizations. Its staff strives to cultivate banking relationships with clients with the focus of tailoring banking solutions to each individual client's banking needs.

Wellesley Bancorp

Acquisition in 2019
Wellesley Bancorp, Inc. served as the bank holding company for Wellesley Bank, which provided a range of financial services to individuals, businesses, and nonprofit organizations primarily in eastern Massachusetts. Founded in 1911 and headquartered in Wellesley, Massachusetts, the bank offered various deposit products, including checking accounts, savings accounts, and certificates of deposit. Additionally, it provided a variety of loan options, such as residential mortgages, commercial real estate loans, construction loans, and home equity lines of credit, along with consumer and commercial business loans. Wellesley Bank also engaged in investment advisory services and the buying, selling, and holding of securities. As of late 2019, the company operated several full-service branch offices in Wellesley, Newton, and Boston, as well as a limited-hour branch in Needham and wealth management offices in Wellesley, emphasizing personalized service and confidentiality for its clientele.
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