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, established in 1818 and headquartered in Boston, Massachusetts, is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts. As a full-service commercial banking institution, it offers a wide range of financial products and services, including checking and savings accounts, online and mobile banking, loans, and insurance. Additionally, Eastern Bank provides advisory services to businesses of all sizes across various sectors, covering areas such as capital markets, equipment leasing, cash management, commercial real estate, international trade, and foreign exchange. Its diverse clientele includes individuals, investors, government agencies, and not-for-profit organizations.

MasteryPrep

Debt Financing in 2023
MasteryPrep is an educational organization based in Baton Rouge, Louisiana, specializing in college and career readiness programs. Founded in 2013, it focuses on enhancing standardized test outcomes, particularly for students scoring below 18 on the ACT. The company provides professional development for educators and administrators, enabling them to effectively implement in-class ACT preparation. MasteryPrep's services aim to improve students' test scores, facilitating their access to college and better future opportunities. By offering tailored support to schools, MasteryPrep has positively impacted the educational landscape for hundreds of thousands of students across the country.

Curbio

Debt Financing in 2022
Curbio Inc. is a home renovation service provider that specializes in pre-sale home improvements to assist real estate agents and homeowners in preparing properties for sale. Founded in 2017 and based in Potomac, Maryland, Curbio leverages technology to streamline the home improvement process, offering features such as virtual estimates and automated communication for efficient project management. The company partners with real estate agents to deliver a hassle-free experience, ensuring that homes are market-ready and sold quickly. Curbio operates on a pay-at-closing model, allowing clients to renovate their homes without upfront costs, making it a cost-effective solution for enhancing property value before listing.

Freight Farms

Debt Financing in 2022
Freight Farms, Inc. specializes in manufacturing innovative crop production units constructed from up-cycled shipping containers. Its flagship product, the Leafy Green Machine, is a pre-assembled hydroponic farm capable of producing commercial-scale yields of various crops, including herbs like mint and basil, as well as different types of lettuce and hearty greens such as kale and cabbage. Founded in 2010 and based in Boston, Massachusetts, Freight Farms aims to provide access to fresh and affordable food in regions where traditional farming is not feasible due to climate constraints. The company's technology promotes local food economies and sustainable food systems by enabling high-yield crop production regardless of environmental conditions. It serves a diverse clientele, including business owners, soil farmers, schools, municipalities, and non-profits across the United States, Canada, and Europe.

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. operates as the bank holding company for Wellesley Bank, providing a range of financial services to individuals, small businesses, and non-profit organizations primarily in eastern Massachusetts. The bank offers various deposit products, including checking and savings accounts, as well as certificates of deposit. Its lending services encompass residential and commercial real estate loans, construction loans, home equity lines of credit, and a variety of consumer and business loans. Additionally, Wellesley Bank provides investment advisory services and engages in the buying, selling, and holding of securities. Founded in 1911, the bank has established a reputation for personalized service and confidentiality, with six full-service branches in Wellesley, Newton, and Boston, along with a limited-hour branch in Needham and wealth management offices in Wellesley.
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