24 past transactions

CFBank

Post in 2019
CFBank is a boutique business bank, providing full-service financing and banking needs of entrepreneurs and closely-held businesses. The company offers residential mortgage lending and consumer products and services. It was founded in 1892 and headquartered Worthington, Ohio.

Bank of Idaho Holding Co

Venture Round in 2019
Bank of Idaho is a commercial community bank that offers a full spectrum of trust, investment, and services. The bank and its trust and wealth management experts help clients design, implement, and follow the personal plan investment strategy to reach their financial goals. It offers Vital Insights, a customized educational tool offered to business owners at Bank of Idaho. It was formed in 1985 in Idaho Falls, Idaho.

Northpointe Bank

Private Equity Round in 2019
Northpointe Bank works to be a different kind of bank with you at the center of everything we do. We offer innovative and high-value banking products nationwide, including custom-tailored home loans and deposit savings rates. Northpointe Bank was established in 1999 by Chuck Williams in Grand Rapids, Michigan.

Pathfinder Bank

Private Equity Round in 2019
Pathfinder Bank is a banking company that specializes in residential, consumer, commercial lending, deposits, and eBanking. The company is driven by its mission is to foster relationships with individuals and businesses within its communities to be the financial provider of choice. Pathfinder Bank was founded in 1859 and headquartered in Oswego, New York.

TFNB

Venture Round in 2019
TFNB is a community bank that specializes in offering a complete range of financial products and services fr its customers.
Aquesta Bank & Insurance is a full serivce bank based in North Carolina.

Lincoln Savings Bank

Private Equity Round in 2018
Lincoln Savings Bank offers banking options including checking and savings accounts, mortgages, and commercial real estate loans. Lincoln Savings Bank was founded in 1902 and was headquartered in Iowa, United States.
Tri-County Financial Group provides a combination of banking products and conveniences while also employing professionals who take the time to get to know each customer's banking needs on an individual basis. It provides account services, tools, and insurance services and products to cover every aspect of their lives through insurance.

First Bancshares of Texas

Venture Round in 2017
First Bancshares of Texas is a bank holding company, which through its subsidiaries offers banking services
Bank of Southern California offers business banking and commercial lending services. It was founded in 2001 and is based in Carlsbad, California, United States.

Bridgewater Bank

Venture Round in 2015
Bridgewater Bank is a full-service commercial bank where answers come quickly, opportunities are plentiful, and the culture is optimistic. It was created from the idea that the best bank is to serve a successful and energized group of clients.

Foundation Bancorp

Venture Round in 2015
Foundation Bancorp is a bank holding company owning or controlling one or more banks. It was founded in 2002 and is based in Bellevue, Washington.

Delmarva Bancshares

Private Equity Round in 2014
Delmarva Bancshares, Inc., based in Cambridge, Maryland, was acquired by BV Financial, Inc. in 2020. Through its subsidiary, 1880 Bank, it provides a range of financial products and services to both individuals and businesses in Dorchester and Talbot Counties, as well as the surrounding areas of the Eastern Shore of Maryland and the Delmarva Peninsula. The bank offers various deposit options, such as savings and checking accounts, certificates of deposit, and individual retirement accounts. In addition, it provides a variety of loan products, including personal, auto, and residential mortgages, along with cash management and online banking services. Delmarva Bancshares operates six branches, continuing a legacy that began in 1880.
AnchorBank is driven by a goal is to make life simpler and more secure for individuals, families, and business owners. It understands that every customer is different, and they work hard to tailor their products and services to help each individual customer reach their financial goals. Its customers work hard for their money, so they provide clear, easy-to-use products they deserve.

First NBC Bank

Private Equity Round in 2011
First NBC Bank offers personal and business banking, trust services, and mortgage loans to individuals, businesses, and institutions. The Company's primary focus is on commercial real estate and commercial lending. Its loans include construction loans, commercial and consumer real estate loans, consumer loans, and also corporate bonds.

Intermountain Bank

Private Equity Round in 2011
Intermountain Bank is a financial service company that provides banking services.

Guaranty Bancorp

Series A in 2009
Guaranty Bancorp, headquartered in Denver, Colorado, operates as the bank holding company for Guaranty Bank and Trust Company, which provides a range of banking and financial services primarily to consumers and small to medium-sized businesses. The institution offers a variety of deposit products, including checking accounts, savings accounts, and certificates of deposit. It also provides an array of loan options, such as commercial loans, real estate financing, construction loans, and consumer loans. Additionally, the bank emphasizes wealth management services, including private banking, investment management, and trust services. With a commitment to personalized service, Guaranty Bank and Trust has been serving the community for over 50 years, focusing on the financial needs of its clients.

BravoSolution

Venture Round in 2005
BravoSolution US provides on-demand supply management solutions to companies primarily in the United States and Europe. It offers various supply management software & services in areas, such as program management, spend analysis, eSourcing, contract management, and supplier performance management. The company was formerly known as Verticalnet Inc. and changed its name to BravoSolution US in January 2008. The company was incorporated in 1995 and is based in Malvern, Pennsylvania. As of January 25, 2008, BravoSolution US operates as a subsidiary of BravoSolution SpA.

Path 1 Network Technologies

Venture Round in 2005
Path 1 Network Technologies, Inc. engages in the design, development, and supply of products that enable the adaptation, transportation, and delivery of real-time video over private and public Internet Protocol (IP) networks, such as networks that comprise the Internet. The company offers two primary product lines, Video Over IP Gateway and Network Access Gateway. Its Video Over IP Gateway products are used by broadcasters and video service providers to transport live video content in real time between different locations, within a region, a country, and between countries. Its Network Access Gateway products are primarily used by cable companies to supply video-on-demand services. The company's customers include cable, broadcast, satellite, telco, video carriers, mobile operators, and enterprises. Path 1 Network Technologies was founded in 1998 and is headquartered in San Diego, California.

Aradigm

Convertible Note in 2001
Aradigm is an emerging specialty pharmaceutical company focused on the development and commercialization of a portfolio of drugs delivered by inhalation for the treatment of severe respiratory diseases by pulmonologists. The Company has product candidates addressing the treatment of bronchiectasis, cystic fibrosis, inhalation tularemia and anthrax infections, and smoking cessation.

ON Technology

Venture Round in 2000
ON Technology is a software company. It develops e-mail, anti-virus technology, internet usage monitoring, IP firewall, and desktop systems management software. The original plan of the business was to build an object-oriented PC desktop environment providing a variety of applications. ON Technology was founded by Mitch Kapor in 1987. The company was acquired by Symantec on October 27, 2003.

Webb Interactive Services

Venture Round in 2000
Webb Interactive Services is a web-based software development company. It develops instant messaging and presence software in the United States. The company’s products are based on the standardized extensible message and presence protocol. It serves enterprises, government agencies, telecommunications companies, Internet service providers, and independent distributors of software that require real-time communication and collaboration solutions. Webb Interactive Services was founded in 1994 and is headquartered in Denver, Colorado.

PacWest Bancorp

Private Equity Round in 1995
PacWest Bancorp (“PacWest”) is a bank holding company with $5.3 billion in assets as of March 31, 2013, with one wholly-owned banking subsidiary, Pacific Western Bank (“Pacific Western”). Through 75 full-service branches, Pacific Western provides commercial banking services, including real estate, construction, and commercial loans, to small and medium-sized businesses. Pacific Western's branches are located throughout California in Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, San Diego, San Francisco, San Luis Obispo, San Mateo, and Ventura Counties. Through its subsidiaries, BFI Business Finance and Celtic Capital Corporation, and its divisions, First Community Financial and Pacific Western Equipment Finance, Pacific Western also provides working capital financing and equipment leasing to growing companies located throughout the United States, with a focus on the Southwest, primarily in Arizona, California, Utah and Texas. Additional information regarding PacWest is available on the Internet at www.pacwestbancorp.com. Information regarding Pacific Western Bank is also available on the Internet at www.pacificwesternbank.com.
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