CIBC

CIBC, or the Canadian Imperial Bank of Commerce, has been offering banking services to Canadians since 1867. It operates a vast network of over 1,000 branches and more than 4,000 ATMs, providing various banking options including phone, internet, and mobile services. CIBC encompasses several subsidiaries, including CIBC Asset Management Inc., which specializes in managing investment portfolios for high net worth individuals and institutional clients. This subsidiary offers a range of services, including equity, fixed-income, and balanced mutual funds, as well as hedge fund management. CIBC Capital Partners focuses on venture capital and private equity investments, primarily in mid to late-stage companies across diverse sectors. CIBC World Markets serves as the investment banking arm, providing services in equity and debt capital markets, mergers and acquisitions, and other advisory roles. Headquartered in Toronto, Canada, CIBC also has a presence in several international locations, enhancing its ability to serve clients globally.

Trevor Bateman

Vice-President of Global Fixed Income and Credit

Julia Kassam

Managing Director

Amy Olah

MD

Robert Rosen

Managing Director

Adam Weiers

Director

138 past transactions

Goodleaf Farms

Debt Financing in 2023
Goodleaf Farms is focused on producing local and ultra-fresh greens without pesticides.

AltaGas

Post in 2023
AltaGas Ltd. is a diversified energy infrastructure company operating primarily in North America, structured into three segments: Utilities, Midstream, and Power. The Utilities segment manages regulated natural gas distribution services across Michigan, Alaska, the District of Columbia, Maryland, and Virginia, serving approximately 1.7 million customers, along with providing interstate natural gas transportation and storage. The Midstream segment focuses on natural gas gathering, processing, and marketing, with a notable capacity of around 1.4 billion cubic feet per day, and operates in the Marcellus/Utica gas formation. This segment caters to residential, commercial, and industrial clients mainly in Western Canada. The Power segment generates and sells electricity and offers energy storage and retail power marketing services, with a total operational capacity of 710 megawatts derived from various sources, including natural gas and renewable energy. Founded in 1994 and headquartered in Calgary, Canada, AltaGas aims to leverage its strategic assets to meet the growing demand for natural gas and power in North America.

Carbonplace

Seed Round in 2023
Carbonplace is a carbon credit transaction network that will enable the secure, and transparent transfer of certified carbon credits.

Lucero Energy

Post in 2022
Lucero Energy is an oil company specializing in buying, developing, and producing high-quality oil-weighted assets.
Full Investment Portfolio: Bonds: 66.41% Mortgage and Other Loans: 18.99% Shares: 6.12% Investment Properties: 3.29% Loans to Policyholders: 5.18% Incorporated in 1925, Power Corporation of Canada is a firm based in the Canada. The firm is engaged in insurance, retirement, wealth management and investment businesses which includes alternative asset investment platforms in North America, Europe and Asia.

CU Inc.

Post in 2022
CU Inc. is a wholly-owned subsidiary of Canadian Utilities Limited, headquartered in Calgary, Canada. The company operates primarily in the transmission and distribution of electricity and natural gas, serving municipal, residential, business, and industrial customers across Canada. It has two main segments: the Electricity segment, which focuses on the transmission and distribution of electricity and the development of related infrastructure in northern and central east Alberta, the Yukon, and the Northwest Territories; and the Pipelines & Liquids segment, which handles the transmission and distribution of natural gas and infrastructure development in the Lloydminster area of Saskatchewan. With approximately 3,500 employees, CU Inc. manages assets valued at $16 billion, emphasizing rate-regulated utility operations in its service areas.

Artis REIT

Post in 2022
Artis is a diversified Canadian real estate investment trust investing in industrial and office properties in Canada and the United States. Since 2004, Artis has executed an aggressive but disciplined growth strategy, building a portfolio of commercial properties in select markets in Canada and the United States. As of September 30, 2020, Artis' commercial property comprises approximately 23.8 million square feet of leasable area.

Superior Plus

Post in 2022
Superior Plus Corp. is a Canadian company engaged in the energy distribution and specialty chemicals sectors, with operations in Canada, the United States, and Chile. The company operates through three primary segments: U.S. Propane, Canadian Propane, and Wholesale Propane, with the majority of its revenue derived from the U.S. Propane segment, which distributes propane gas and liquid fuels across the Eastern U.S., Midwest, and California. The Canadian Propane segment focuses on retail operations throughout Canada. In addition, Superior Plus supplies specialty chemicals, including sodium chlorate for the pulp and paper industries, as well as potassium and chlor-alkali products. Founded in 1996 and headquartered in Toronto, Superior Plus aims to deliver long-term stable dividends and premium returns to its shareholders through value-based growth in its core assets.

Innergex

Post in 2022
Innergex énergie renouvelable inc. est un chef de file canadien de l’industrie de l’énergie renouvelable. En activité depuis 1990, la Société développe, détient et gère des centrales hydroélectriques au fil de l’eau, des parcs éoliens et des parcs solaires photovoltaïques et elle exerce ses activités au Québec, en Ontario, en Colombie-Britannique, dans l'Idaho aux États-Unis et en France. Innergex Renewable Energy Inc. is a leading Canadian independent renewable power producer. Active since 1990, the Company develops, owns and operates run-of-river hydroelectric facilities, wind farms and solar photovoltaic farms and carries out its operations in Quebec, Ontario and British Columbia, Idaho, USA, and France.

Guerrero Ventures

Post in 2022
Guerrero Ventures Inc. is a growth-oriented, Canadian mining company dedicated to the exploration and development of precious and base metal resources. Guerrero is listed on the TSX Venture Exchange (TSX-V) under the symbol “GV”. Guerrero is based in Vancouver, British Columbia and aims to create shareholder value through the acquisition, exploration, and development of profitable mineral properties, in a manner that is consistent with best practice in environmental stewardship, safety and stakeholder engagement. Guerrero Ventures is exploring the Biricu Project, directly adjoining Goldcorp ( Los Filos ) and Torex ( El Limon-Guajes ) in the Guererro Gold Belt in Mexico. The 90,000 acre Biricu Project is now undergoing its first modern exploration and a maiden diamond drill program of 5,300 metres was completed in December 2014. The Company plans on initiating phase II diamond drilling during the second half (H2) of 2015.

MSP Corp

Venture Round in 2022
MSP Corp acquires and partners with high-performing Managed Service Providers in Canada and the United States to provide resources, technology, and business support to empower exceptional MSP teams. We enable the best to be even better.

Cannara Biotech

Post in 2021
Cannara Biotech is a vertically integrated producer of premium-grade cannabis and cannabis-derived products, primarily serving the Canadian market. The company operates two large facilities in Quebec, including a 625,000 square foot state-of-the-art indoor cultivation site. Cannara Biotech focuses on cultivating organic cannabis and plans to offer a range of infused medical products and flowers. To ensure the purity and potency of its offerings, the company employs a supercritical carbon dioxide extraction method to produce high-quality cannabis oil that retains a full spectrum of cannabinoids and terpenes. With its robust operations, Cannara Biotech aims to distribute its products to both consumers and premium brands across Canada and in international markets.

DRI Healthcare Trust

Post in 2021
DRI Healthcare Trust provides unitholders with differentiated exposure to the anticipated growth in the global pharmaceuticals and biotechnology markets. Our business model is focused on managing and growing a diversified portfolio of pharmaceutical royalties with the aim to deliver attractive growth in cash royalty receipts over the long term.

Archaea Energy

Post in 2021
Archaea Energy is an emerging leader in developing renewable natural gas (“RNG”) which is a sustainable decarbonizing solution for high-carbon emission processes and industries that are impossible or inefficient to electrify.

Loop Capital

Venture Round in 2021
Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. Our reputation for integrity and service - coupled with our track record of success - has allowed us to serve an expanding number of clients from coast to coast. We continue to grow because clients continue to ask us to do more for them, and our uncompromising commitment to excellence means that clients get superior, focused service across our entire platform.

Ignition

Debt Financing in 2021
Ignition, officially known as Practice Ignition Pty Ltd, is an Australian company based in Chippendale that specializes in online proposal and practice management solutions for accounting practices. Founded in 2011, it offers a platform that enables users to create intelligent proposals that streamline workflows, automate back-office tasks, and improve client conversion rates. The software eliminates the need for traditional documentation methods, such as word processing and email exchanges, thereby reducing data duplication and enhancing efficiency in managing accounting practices.

Bloomerang

Debt Financing in 2021
Bloomerang, LLC specializes in donor management and retention software tailored for nonprofit organizations. Founded in 2010 and headquartered in Indianapolis, Indiana, Bloomerang offers a cloud-based platform designed to assist nonprofits in effectively managing their relationships with donors, volunteers, sponsors, and grantees. The software emphasizes principles of philanthropy and simplicity, enabling organizations to enhance donor engagement and loyalty. By facilitating better communication and relationship-building, Bloomerang empowers nonprofits to achieve their goals and improve retention rates among their supporters.

MindMed

Post in 2021
Mind Medicine (MindMed) Inc., a psychedelic medicine biotech company, discovers, develops, and deploys psychedelic inspired medicines and therapies to address addiction and mental illness. The company is assembling a compelling drug development pipeline of innovative treatments based on psychedelic substances, including Psilocybin, LSD, MDMA, DMT, and an Ibogaine derivative, 18-MC. The company is headquartered in New York, New York.

CallFire

Series B in 2020
CallFire Inc. is a communication platform that specializes in providing texting and calling solutions. Founded in 2004 and based in Santa Monica, California, the company offers a range of products including voice broadcasting, text messaging, call tracking, and interactive voice response. CallFire serves a diverse array of industries, such as automotive, education, healthcare, finance, and retail, among others. In 2012, CallFire acquired EZ Texting, a leading SMS marketing software provider, and subsequently consolidated its brands under the EZ Texting umbrella in 2018. The platform is designed to help businesses of all sizes engage with their mobile audiences, enhance customer service, and improve outreach efforts for non-profits and other organizations. With a focus on simple, self-service solutions, CallFire aims to support local businesses in their marketing and communication needs.

The Valens Company

Post in 2020
Valens Groworks is a biotechnology company that specializes in cannabis extraction, testing, analytics, and manufacturing. It focused on being the partner of choice for Canadian and international cannabis brands by providing proprietary services including CO2, ethanol, hydrocarbon, solvent-less and terpene extraction, analytical testing, formulation, and white-label product development. The company provides diverse extraction methods to develop premium products based on their needs. The Valens Groworks seeks to capture a broad spectrum of medical cannabis users, and adult recreational users once legalized, as well as clinical trial and R&D clients, in pursuit of its ambitious seed-to-sale and farm-to-pharma objectives. The company was founded in 2010 and headquartered in Kelowna, British Columbia.

The Boyd Group

Post in 2020
The Boyd Group is a major retail auto glass operator in the U.S. with operations under the trade names Gerber Collision & Glass, Glass America, Auto Glass Service, Auto Glass Authority and Autoglassonly.com. The Company also operates a third party administrator, Gerber National Claims Services ("GNCS"), that offers glass, emergency roadside and first notice of loss services.
A global leader of innovative solutions for portable and stationary grain handling, storage.

InformedDNA

Debt Financing in 2020
InformedDNA is a provider of genetics benefits management services that connects genetic counselors to patients, enhancing access to genomic expertise in healthcare. As the nation's largest independent network of genetics specialists, the company offers a comprehensive evidence-based knowledge library focused on genetic tests and hereditary conditions. InformedDNA supports health plans, health systems, and providers by offering services such as policy development, prior authorization for genetic testing and specialty drugs, and utilization analytics. Their approach emphasizes personalized care and informed decision-making, with the goal of optimizing healthcare spending while improving patient outcomes. By facilitating direct access to genetics experts, InformedDNA empowers healthcare providers to utilize cutting-edge genetic insights effectively, ensuring patients receive appropriate testing and care.

Dext

Series C in 2020
Receipt Bank Limited develops and operates an automated bookkeeping software platform. It offers Receipt Bank, a receipt and invoice software that is used by businesses, accountants, and bookkeepers to automate their accounts payable. The company also offers a mobile app for instant receipt scanning. It provides its solutions for the gathering, storage, and processing of bills, receipts, and invoices. The company serves customers in the United Kingdom and internationally. Receipt Bank Limited was founded in 2010 and is based in London, United Kingdom.

S&W Seed

Post in 2019
S&W Seed Company, an agricultural company, engages in breeding, growing, processing, and selling alfalfa and sorghum seeds. It also offers sunflower, wheat germplasm, wheat, and pasture seeds. The company sells its seeds to distributors and dealers in 40 countries. S&W Seed Company was founded in 1980 and is headquartered in Longmont, Colorado.
Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).

AltaGas

Post in 2019
AltaGas Ltd. is a diversified energy infrastructure company operating primarily in North America, structured into three segments: Utilities, Midstream, and Power. The Utilities segment manages regulated natural gas distribution services across Michigan, Alaska, the District of Columbia, Maryland, and Virginia, serving approximately 1.7 million customers, along with providing interstate natural gas transportation and storage. The Midstream segment focuses on natural gas gathering, processing, and marketing, with a notable capacity of around 1.4 billion cubic feet per day, and operates in the Marcellus/Utica gas formation. This segment caters to residential, commercial, and industrial clients mainly in Western Canada. The Power segment generates and sells electricity and offers energy storage and retail power marketing services, with a total operational capacity of 710 megawatts derived from various sources, including natural gas and renewable energy. Founded in 1994 and headquartered in Calgary, Canada, AltaGas aims to leverage its strategic assets to meet the growing demand for natural gas and power in North America.
Crombie REIT is one of Canada's leading real estate investment trusts. We believe in building high-quality, sustainable real estate that enhances local communities for the long term. We invest in welcoming, convenient properties where people want to live, work, shop and play. With more than 280 properties nation-wide, we’re proud of how we’re helping shape Canada.

Chorus Aviation

Post in 2019
Chorus Aviation Inc. ('Chorus') (TSX: CHR) announced today that Chorus Aviation Capital ('CAC') has acquired two ATR72-600 aircraft (MSNs 1147, 1154) on lease to Malindo Air, a Malaysian operator.Chorus Aviation Inc. ("Chorus") (TSX: CHR) will hold a conference call for analysts on Thursday, November 14, 2019, to discuss its third quarter 2019 financial results.
A global leader of innovative solutions for portable and stationary grain handling, storage.

Adthena

Venture Round in 2019
Adthena Ltd operates an online intelligence platform for paid search advertising. It offers campaign optimization solutions, brand protections, strategic advantages, and market entry solutions. The company also provides whole market view, local view, artificial categorization, and solution services. It serves digital agencies, retail, automotive, finance, and technology industries. The company was founded in 2006 and is based in London, United Kingdom.

CIBC Cleary Gull

Acquisition in 2019
Cleary Gull Inc. is an independent investment banking firm advising private equity fund portfolio, privately held, and small publicly traded companies on middle market. The firm provides services of mergers and acquisitions, private company sales, corporate divestitures, refinancing debt, management buyout, capital placements, special situations, financial advisory, private equity coverage and other transactions. It focuses on manufacturing, business & industrial services, consumer, software and technology industries. Cleary Gull, Inc. was founded in 1987 and is based in Milwaukee, Wisconsin. CIBC Cleary Gull operates as a subsidiary of Canadian Imperial Bank of Commerce

CareGuide

Venture Round in 2019
CareGuide Inc. owns and operates online marketplaces that connect families and individual with care providers for everyday care services. It operates a family of online marketplaces for senior care, child care, pet care, and home care services. The company is based in Toronto, Canada.

Tellus

Series B in 2019
Tellus provider of comprehensive Electronic Visit Verification technology and Mobile Health Solutions for home care. It provides comprehensive solutions to extend healthcare beyond the hospital walls. Their tools are SaaS-based applications designed to help their clients leverage the use of mobility allowing patients to interact with providers without taking a trip to the hospital. Their systems include comprehensive compliance, security, and control platforms for apps and devices including Long-Term Care Case Management, Pharmacy Compliance and Formulary, Remote Visit Verification, and EHR integration tools. Tellus was founded in 2013 and is based in Deerfield Beach, Florida.

Coconut Software

Debt Financing in 2019
Coconut Software is a provider of a cloud-based appointment scheduling and visitor management platform tailored for enterprise use. The platform enables businesses to streamline customer appointments and facilitate online bookings, offering features such as text and email reminders, queue management, and performance reporting. It supports self-service booking, curbside pickup, and wait time tracking, enhancing the customer experience while alleviating pressure on staff. Additionally, Coconut Software integrates with contact centers and provides solutions for virtual meetings, making it particularly beneficial for banks and credit unions. By delivering real-time traffic insights, the platform helps organizations reduce customer wait times and improve operational efficiency.

Parchment

Debt Financing in 2019
Parchment Inc. is an academic credentials management company that provides a comprehensive platform for learners, educators, and employers to securely manage and exchange educational credentials. Established in 2003 and headquartered in Scottsdale, Arizona, with additional offices across several U.S. cities and in Canada, Parchment has facilitated the exchange of over 15 million credentials globally. The company offers various services, including Parchment Receive, which allows users to receive education credentials online, and Parchment Send, enabling secure transcript transmission. Additionally, Parchment Award helps registrars issue diplomas, certificates, and badges in both print and digital formats, while Parchment Analyze provides competitive peer analysis. Parchment aims to streamline the process of requesting, verifying, and sharing academic credentials in a secure and efficient manner.

Prophix Software

Debt Financing in 2019
Prophix Software, Inc. develops corporate performance management software that automates financial and operational processes. The company offers a unified solution that supports integrated financial planning, budgeting, forecasting, reporting, financial consolidation, analysis, cash flow planning, revenue planning, personnel planning, strategic planning, reporting and analytics, project planning, profitability analysis, and capital expenditure planning. It serves customers in construction and engineering, education, financial services, government, healthcare, high tech, life sciences, manufacturing, nonprofit, professional services, retail and wholesale, transportation and logistics, and utilities markets worldwide. The company was founded in 1987 and is based in Mississauga, Canada with additional offices in Brazil, England, and Denmark.

Lightspeed POS

Post in 2019
Lightspeed believes that commerce belongs to everyone. It belongs to the entrepreneurs who realize their dreams of starting a business, the storefronts and restaurants that project new perspectives onto city streets and the communities that are shaped by those businesses. Providing restaurateurs and retailers with the simplest way to run their businesses at full potential, Lightspeed helps entrepreneurs offer their customers positive and memorable experiences by taking care of the day-to-day management aspect of their business. More than 36,000 businesses processing over $13 billion in annual transactions use Lightspeed’s restaurant POS software and omnichannel retail solution to manage inventory, customer preferences, sales and reporting — all from one centralized platform. Believing that with the right technology, restaurateurs can better serve their customers and keep them coming back for seconds, Lightspeed has created an all-in-one point of sale, table management and analytics platform for restaurants and bars of all sizes. The company also offers end-to-end commerce solutions that help retailers build, manage and grow their businesses. Successful retailers around the world have chosen Lightspeed’s retail POS software, Lightspeed Retail, for its intuitive product and inventory management systems, built-in CRM and advanced reporting. Lightspeed eCom, the company’s eCommerce platform, is what bridges the gap between the in-store and online shopping experience. The platform was founded on the principle that marketing should be the primary concern of online merchants, rather than the technical maintenance of their website. Those who use Lightspeed eCom benefit from a platform that is flexible, scalable, ready to use within minutes and that comes with a built-in suite of marketing tools that help drive site traffic and sales. By combining Lightspeed eCom with Lightspeed Retail, retailers can provide their customers with omnichannel: a seamless shopping experience, whether they want to browse or buy in-store or online.

Park Lawn Corp.

Post in 2019
Park Lawn Corporation, together with its subsidiaries, provides deathcare products and services in Canada and the United States. The company owns and operates 114 cemeteries, 39 crematoriums, and 109 funeral homes. It primarily offers cemetery lots, crypts, niches, monuments, caskets, urns, and other merchandise, as well as funeral services and after life celebration services. The company provides its products and services at the time of need and on a pre-arranged basis. Park Lawn Corporation was founded in 1892 and is headquartered in Toronto, Canada.

Opsens

Post in 2019
Opsens Inc. specializes in the development, manufacture, installation, and sale of fiber optic sensors, catering to various sectors including interventional cardiology, oil and gas, and industrial applications. The company operates through two primary segments: Medical and Industrial. The Medical segment focuses on physiological measurements such as fractional flow reserve (FFR) and provides miniature optical sensors for pressure and temperature measurement, essential for coronary artery stenosis diagnosis. It also licenses its optical sensor technology. The Industrial segment creates fiber optic sensing solutions applicable in diverse fields such as life sciences, energy, defense, and civil engineering. Notable products include OptoWire, an advanced optical pressure guidewire for coronary artery disease, and a range of fiber optic sensors for measuring temperature, pressure, strain, and displacement. Opsens distributes its products through a direct sales force and partnerships with distributors in the United States, Japan, Canada, and other international markets. Headquartered in Québec, Canada, Opsens is recognized for its high-accuracy sensors that are particularly beneficial in clinical environments.

RIV Capital

Post in 2019
RIV Capital is a venture capital firm based in Toronto, Canada, specializing in investments within the cannabis sector. The firm focuses on a wide range of opportunities, including companies involved in agriculture and food sciences, production, pharmaceuticals, biotechnology, software, and consumer products. RIV Capital prefers to invest in companies at various stages, primarily during Series A to C funding rounds, with typical investments ranging from CA$5 million to CA$10 million. The firm seeks to make minority stake investments and employs diverse investment structures such as debt and equity. Its strategic focus encompasses areas like indoor and outdoor cultivation, extraction and purification processes, and the development of cannabis-related consumer products, including edibles and accessories. RIV Capital aims to support the growth of innovative companies in the burgeoning cannabis industry, leveraging its expertise to foster collaboration among its portfolio companies.

jane.app

Debt Financing in 2019
Jane Software Inc. is a company that specializes in developing practice management software for health and wellness practitioners. Founded in 2011 and based in North Vancouver, Canada, Jane offers an online platform that facilitates booking, charting, scheduling, billing, and payment processing. The software is designed to accommodate the needs of various users, including administrative staff, practitioners, and patients. With features such as branded online booking, insurance management, custom electronic documentation, online intake forms, and patient reminders, Jane aims to streamline daily workflows while allowing practitioners to maintain their unique practice styles. The platform is accessible on any device, emphasizing a user-friendly experience that enhances patient satisfaction and reduces administrative workload. Jane's growth has largely been driven by positive word-of-mouth referrals from satisfied clients.

VisiQuate

Private Equity Round in 2018
VisiQuate, Inc. specializes in simplifying enterprise information assets, primarily for healthcare and other large industries. The company's product suite includes Concerto, an operating system for displaying enterprise business content, and Harmoni, an integrated platform for data management. Other offerings include Numero, an analytic engine; Flo, a business process solution; Maestro, a big data sandbox; and Sonata, a data integration tool. VisiQuate also provides various analytics solutions focused on revenue management, patient access performance, and marketing, along with a master document called Playbook that outlines procedures to enhance revenue cycle outcomes. The company offers a range of services, including consulting, engineering, cloud hosting, and SaaS-based performance management. VisiQuate employs data scientists and subject matter experts to transform vast amounts of incompatible data into actionable insights, typically achieving significant returns on investment for clients within a year. Founded in 2009, VisiQuate is headquartered in Santa Rosa, California, with additional offices in Pennsylvania and Texas.
A global leader of innovative solutions for portable and stationary grain handling, storage.

Embotics

Debt Financing in 2018
Embotics Corporation provides cloud automation solutions. Its product portfolio includes Commander, a cloud management platform for managing private, public, and hybrid cloud environments. The company offers application and Platform-as-a-Service, microservice and container, cloud cost management, cloud automation and orchestration, DevOps automation, cloud governance, lab automation, and service provider solutions. It serves enterprises and service providers requiring business agility, IT controls, usability, and vendor-agnostic multi-cloud management capabilities. The company offers products through resellers worldwide. Embotics Corporation was founded in 2006 and is based in Kanata, Canada with additional offices in the United States. As of December 3, 2019, Embotics Corporation operates as a subsidiary of Snow Software AB.

Conversica

Series C in 2018
Conversica, Inc. is a company that specializes in cloud-based automated sales conversion management software utilizing artificial intelligence. Its primary product, the Conversica AI Sales Assistant, is designed to engage, nurture, qualify, and follow up with leads through natural, two-way email conversations until either a lead converts into an opportunity or opts out. This solution is capable of interacting with prospects across various communication channels and languages, catering to sales representatives in diverse sectors such as automotive, education, finance, insurance, real estate, and technology. Founded in 2007 and headquartered in Foster City, California, Conversica has expanded its presence with additional offices in Washington and Missouri. The company previously operated under the name AVA.ai LLC before rebranding in 2014. Conversica also has a strategic partnership with LeadFabric, enhancing its offerings in customer engagement through intelligent virtual assistants.

Chatkit

Seed Round in 2018
Chatkit Inc. provides conversational marketing platform for social marketers, retailers, and shopify merchants. It offers AI chatbot, an online platform that enables brands to manage and automate conversations with their customers on chat channels. The company was founded in 2016 and is based in Toronto, Canada.

Expensify

Debt Financing in 2018
Expensify is a financial services startup that provides an online expense management service for businesses worldwide. Expensify is a great solution for both solopreneurs, start ups, SMBs, mid-market companies, and the enterprise. Expensify’s expense management service does expense reports by importing expenses and receipts from credit cards and emails in conjunction with the Expensify mobile app to take pictures of receipts. Expense reimbursement can be done in-product through ACH Direct Deposit or by exporting reports to a payroll solution. Expensify's patented SmartScan technology reads receipts and automatically creates expenses or matches them to transactions imported from a credit card. Expensify was founded by David Barrett in May 2008. It is based in San Francisco, California.

Emera

Post in 2018
Emera Inc. is a geographically diverse energy and services company headquartered in Halifax, Nova Scotia with approximately $10 billion in assets and 2014 revenues of $2.97 billion. The company invests in electricity generation, transmission and distribution, as well as gas transmission and utility energy services. Emera's strategy is focused on the transformation of the electricity industry to cleaner generation and the delivery of that clean energy to market. Emera has investments throughout northeastern North America, and in four Caribbean countries. Emera continues to target having 75-85 percent of its adjusted earnings come from rate-regulated businesses. Emera common and preferred shares are listed on the Toronto Stock Exchange and trade respectively under the symbol EMA, EMA.PR.A, EMA.PR.B, EMA.PR.C, EMA.PR.E, and EMA.PR.F

Park Lawn Corp.

Post in 2018
Park Lawn Corporation, together with its subsidiaries, provides deathcare products and services in Canada and the United States. The company owns and operates 114 cemeteries, 39 crematoriums, and 109 funeral homes. It primarily offers cemetery lots, crypts, niches, monuments, caskets, urns, and other merchandise, as well as funeral services and after life celebration services. The company provides its products and services at the time of need and on a pre-arranged basis. Park Lawn Corporation was founded in 1892 and is headquartered in Toronto, Canada.
Profound Medical Corp. operates as a medical technology company develops magnetic resonance guided ablation procedures for treatment of prostate disease, uterine fibroids, and palliative pain treatment in Canada, Germany, and Finland. Its lead product TULSA-PRO system used for magnetic resonance imaging scanner in hospitals and treatment facilities. The company also offers Sonalleve, a therapeutic platform for the treatment of uterine fibroids and palliative pain treatment of bone metastases, as well as non-invasive treatment of uterine fibroids. Profound Medical Corp. has a co-development agreement with GE Healthcare to expand provider access to TULSA-PRO. Profound Medical Corp. is headquartered in Mississauga, Canada.

Hootsuite

Debt Financing in 2018
Hootsuite Media Inc. operates a leading social media management platform that enables organizations to manage their social media presence across various networks from a single, integrated dashboard. Founded in 2008 and headquartered in Vancouver, Canada, Hootsuite serves over 15 million users, including more than 800 Fortune 1000 companies. The platform provides tools for scheduling posts, managing content, measuring performance, and organizing social streams, as well as offering educational resources and certification programs. Hootsuite features several plans tailored for different users, including a free option for personal use, a Pro plan for small businesses, and an Enterprise plan for larger organizations. The company also offers specific tools such as Hootlet for link shortening and Google My Business integration for managing customer interactions. Hootsuite caters to various industries, including finance, government, healthcare, and education, and has a global presence with offices in major cities around the world.

Chorus Aviation

Post in 2018
Chorus Aviation Inc. ('Chorus') (TSX: CHR) announced today that Chorus Aviation Capital ('CAC') has acquired two ATR72-600 aircraft (MSNs 1147, 1154) on lease to Malindo Air, a Malaysian operator.Chorus Aviation Inc. ("Chorus") (TSX: CHR) will hold a conference call for analysts on Thursday, November 14, 2019, to discuss its third quarter 2019 financial results.

Wellington Financial

Acquisition in 2018
Wellington Financial LP is a privately-held specialty finance firm that provides term, venture, and amortizing loans up to $40 million to technology-based companies in the U.S., Canada, and the United Kingdom. Established in 2000, the firm manages a $900 million investment program, with offices located in Menlo Park, Santa Monica, and Toronto. It primarily focuses on software, commercial services, and technology, media, and telecommunications sectors. Wellington Financial has raised multiple venture debt funds, including Fund III and Fund IV, which have successfully facilitated numerous growth capital transactions. The firm is backed by several of Canada’s largest institutional investors, crown corporations, financial institutions, and pension funds, underscoring its strong position in the specialty finance sector.

Emera

Post in 2017
Emera Inc. is a geographically diverse energy and services company headquartered in Halifax, Nova Scotia with approximately $10 billion in assets and 2014 revenues of $2.97 billion. The company invests in electricity generation, transmission and distribution, as well as gas transmission and utility energy services. Emera's strategy is focused on the transformation of the electricity industry to cleaner generation and the delivery of that clean energy to market. Emera has investments throughout northeastern North America, and in four Caribbean countries. Emera continues to target having 75-85 percent of its adjusted earnings come from rate-regulated businesses. Emera common and preferred shares are listed on the Toronto Stock Exchange and trade respectively under the symbol EMA, EMA.PR.A, EMA.PR.B, EMA.PR.C, EMA.PR.E, and EMA.PR.F
Cipher Pharmaceuticals is a specialty pharmaceutical company focused on developing and acquiring innovative skin care solutions to address unmet medical needs. The company offers a range of prescription dermatology products, including Bionect for managing skin wounds and burns, and Nuvail for treating nail dystrophy. In addition to dermatological solutions, Cipher provides consumer skin care products such as AL12, Inova for acne control, and Pro: 12 Mousse, designed to repair distressed skin. The company's portfolio also includes systemic treatments like Absorica for severe acne, ConZip for chronic pain management, and Lipofen for cholesterol reduction. Cipher Pharmaceuticals aims to enhance existing drug formulations through novel delivery technologies and strategically partners to distribute its products in Canada and the United States. Incorporated in 2011 and based in Charleston, South Carolina, Cipher Pharmaceuticals US LLC operates as a subsidiary of EPI Health, LLC.

HomeEquity Bank

Debt Financing in 2017
HomeEquity Bank is a privately held company and helps Canadians live retirement their way by providing a safe, secure, and easy way to access the equity they’ve built up in their homes through their financial solutions, the CHIP Reverse Mortgage® and Income Advantage®.

Truss

Debt Financing in 2017
Truss Holdings, Inc. develops and operates an online commercial real estate (CRE) tech platform. It helps small and medium businesses find, tour and lease office, co-working, industrial, and retail space. The company’ platform uses machine learning to help find properties that best fit a company’s needs. It allows businesses in virtually tour the listings, negotiate price, and sign lease documents all on its site. The company was founded in 2016 and is based in Chicago, Illinois.

PrivateBancorp

Acquisition in 2017
PrivateBancorp provide highly personalized financial services primarily to professionals, entrepeneurial individuals and their closely-held businesses. They are one of the first banks newly formed in the Chicago area in recent years.

Geneva Advisors

Acquisition in 2017
Geneva Advisors is an independent Registered Investment Advisory firm offering equity and fixed income strategies with over $8 billion in assets under management. The firm is excited to inform you that Geneva Advisors is joining CIBC Atlantic Trust Private Wealth Management, a well-respected, full-service firm that shares our client-first culture. The Geneva team whom you have come to know and trust will remain the same, and we will continue to manage our client’s investments.

Tricon Residential

Post in 2017
Tricon Residential is a residential real estate company founded in 1988, primarily focused on providing rental housing for the middle-market demographic. Headquartered in Toronto, Ontario, Tricon owns and operates approximately 30,000 single-family and multi-family rental homes across 21 markets in the United States and Canada, with a significant presence in the U.S. Sun Belt. The company manages around $8.2 billion in assets, nearly all of which are invested in the United States. Tricon emphasizes an exceptional rental experience for its residents, which fosters longer tenancies and encourages tenants to treat properties with care. By investing in its team and enhancing living conditions, Tricon aims to positively impact local communities while generating favorable returns for its investors. In addition to its core operations, Tricon also manages real estate funds that target multi-family, senior housing, and student housing assets.

Tricon Residential

Post in 2017
Tricon Residential is a residential real estate company founded in 1988, primarily focused on providing rental housing for the middle-market demographic. Headquartered in Toronto, Ontario, Tricon owns and operates approximately 30,000 single-family and multi-family rental homes across 21 markets in the United States and Canada, with a significant presence in the U.S. Sun Belt. The company manages around $8.2 billion in assets, nearly all of which are invested in the United States. Tricon emphasizes an exceptional rental experience for its residents, which fosters longer tenancies and encourages tenants to treat properties with care. By investing in its team and enhancing living conditions, Tricon aims to positively impact local communities while generating favorable returns for its investors. In addition to its core operations, Tricon also manages real estate funds that target multi-family, senior housing, and student housing assets.

Trinidad Drilling

Post in 2017
Trinidad Drilling Ltd. designs, builds, and operates drilling rigs for complex wells primarily in Canada, the United States, and internationally. It provides land drilling services. The company operates 70 rigs in Canada; and 69 rigs in the United States and internationally. It also engages in construction and insurance businesses; and provides rig technology and labor services. The company was founded in 1996 and is headquartered in Calgary, Canada.

SecureKey

Venture Round in 2016
SecureKey Technologies Inc. is an identity and authentication provider that facilitates secure and convenient access to online services for consumers. The company develops cloud-based identity networks that enable organizations to connect users with various online services while ensuring privacy and security. Serving diverse markets including banking, government, healthcare, telecommunications, and utilities, SecureKey offers both its proprietary identity network and professional services. Founded in 2008 and headquartered in Toronto, Canada, SecureKey also has offices in Boston and San Francisco. The firm has established strategic collaborations and is supported by prominent investors, including Visa, MasterCard, and Intel Capital, which enhances its capability to deliver innovative solutions in the identity and authentication space.

Liminal BioSciences

Private Equity Round in 2016
Liminal BioSciences is a biopharmaceutical corporation supplying state-of-the-art technologies for bio-separations as well as therapeutic products. It specializes in discovering, developing, and commercializing novel small molecule compounds for respiratory, liver, and renal diseases. The company focuses specifically on developing solutions for rare and orphan diseases. Liminal BioSciences was founded in 1992 and is headquartered in Laval, Quebec.
Secure Energy Services offers safe, innovative, and environmentally responsible fluids and solids solutions for the oil and gas sector. The company operates through three main segments: Environmental Waste Management, Energy Infrastructure, and Oilfield Services. Its Environmental Waste Management segment is the primary revenue generator, featuring a network of waste processing facilities, produced water pipelines, industrial landfills, waste transfer operations, and metal recycling services. The Energy Infrastructure segment includes crude oil gathering pipelines and terminals that facilitate the processing, storage, shipping, and marketing of crude oil. Additionally, Secure Energy Services provides water treatment and disposal services to support upstream oil and natural gas companies, ensuring efficient and responsible management of environmental resources.
Raging River Exploration Inc. engages in the exploration, development, and production of crude oil and natural gas properties in Western Canada. The company primarily holds interests in the properties located in the Viking light oil fairway at the greater Dodsland area in southwest Saskatchewan; and in the Esther area of southeastern Alberta. Its net undeveloped land base consists of 591,363 acres. The company was incorporated in 2011 and is headquartered in Calgary, Canada. As of August 22, 2018, Raging River Exploration Inc. operates as a subsidiary of Baytex Energy Corp.

Tricon Residential

Post in 2015
Tricon Residential is a residential real estate company founded in 1988, primarily focused on providing rental housing for the middle-market demographic. Headquartered in Toronto, Ontario, Tricon owns and operates approximately 30,000 single-family and multi-family rental homes across 21 markets in the United States and Canada, with a significant presence in the U.S. Sun Belt. The company manages around $8.2 billion in assets, nearly all of which are invested in the United States. Tricon emphasizes an exceptional rental experience for its residents, which fosters longer tenancies and encourages tenants to treat properties with care. By investing in its team and enhancing living conditions, Tricon aims to positively impact local communities while generating favorable returns for its investors. In addition to its core operations, Tricon also manages real estate funds that target multi-family, senior housing, and student housing assets.

Payfirma

Series A in 2015
Payfirma Corporation, founded in 2010 and based in Vancouver, Canada, offers a comprehensive payment processing platform designed for businesses of all sizes, from small enterprises to multinational corporations. The company provides solutions for credit card processing, mobile payments, e-commerce, and integrated point-of-sale systems. Its platform, known as PayHQ, simplifies payment acceptance across various channels, including in-store, online, and through mobile devices. Additionally, it offers features such as invoicing, recurring billing, and analytics to help businesses make informed decisions. As of 2018, Payfirma operates as a subsidiary of Merrco Payments Inc. and serves thousands of clients across North America, focusing on delivering enterprise-level payment solutions with exceptional customer service.
Secure Energy Services offers safe, innovative, and environmentally responsible fluids and solids solutions for the oil and gas sector. The company operates through three main segments: Environmental Waste Management, Energy Infrastructure, and Oilfield Services. Its Environmental Waste Management segment is the primary revenue generator, featuring a network of waste processing facilities, produced water pipelines, industrial landfills, waste transfer operations, and metal recycling services. The Energy Infrastructure segment includes crude oil gathering pipelines and terminals that facilitate the processing, storage, shipping, and marketing of crude oil. Additionally, Secure Energy Services provides water treatment and disposal services to support upstream oil and natural gas companies, ensuring efficient and responsible management of environmental resources.

Hudbay

Post in 2015
Hudbay is an integrated mining company producing copper concentrate (containing copper, gold and silver), molybdenum concentrate and zinc metal. The company owns three polymetallic mines, four ore concentrators and a zinc production facility in northern Manitoba and Saskatchewan (Canada) and Cusco (Peru), along with copper projects in Arizona and Nevada (United States). Guided by our values and powered by the expertise, experience and commitment of our people, our vision is to be a responsible, top-tier operator of long-life, low-cost mines in the Americas. Our mission is to create sustainable value through the acquisition, development and operation of high-quality, long-life deposits in jurisdictions that support responsible mining, and to see the regions and communities in which we operate benefit from our presence.

Dynamics

Series C in 2014
Dynamics Inc. designs and manufactures battery powered payment cards. It offers multi-purpose, security, and loyalty cards for banks; loyalty co-brand, loyalty co-op, security, and health cards, as well as loyalty systems for merchants; and health and ePlate Visa cards for consumers. Dynamics Inc. has strategic partnerships with SoftBank Corp. (SoftBank) and SoftBank Commerce & Service Corp. The company was founded in 2007 and is based in Cheswick, Pennsylvania. Dynamics Inc. operates as a subsidiary of Canadian Imperial Bank of Commerce.
Bellatrix Exploration Ltd is an intermediate energy producer focused on exploration and development of light oil and liquids-rich natural gas opportunities in some of the most exciting plays in the Western Canada Sedimentary Basin.

Redknee

Post in 2014
Redknee is a leading global provider of innovative communication software products, solutions and services. Redknee's award-winning solutions enable wireless and wireline operators to monetize the value of each subscriber transaction while personalizing the subscriber experience to meet mainstream, niche and individual market segment requirements. Redknee's revenue generating solutions provide advanced converged billing, rating, charging and policy for voice, messaging and new generation data services to over 90 network operators in over 50 countries. Established in 1999, Redknee Solutions Inc. (TSX: RKN) is the parent of the wholly-owned operating subsidiary Redknee Inc. and its various subsidiaries. References to Redknee refer to the combined operations of those entities.

Strategic Oil & Gas

Post in 2014
Strategic Oil & Gas is an emerging junior oil and gas company that explores and develops oil and gas properties. The primary business is upstream oil and gas exploitation and development. Their sub-surface technical capabilities lead the industry in geology, geophysics, engineering, and petrophysics analysis. It is committed to building a premier oil company through the development of its concentrated land and reserve base, and the integration of its wholly-owned and operated sales infrastructure.
Element Fleet Management (TSX: EFN) is the leading global fleet management company, providing world-class management services and financing for commercial vehicle and equipment fleets.

Seven Generations Energy

Private Equity Round in 2013
Seven Generations Energy Ltd., together with its subsidiary, engages in the development of oil and natural gas properties in Canada. The company holds interests in the Kakwa River project, a natural gas property covering approximately 528,000 net acres located in the Kakwa area of northwest Alberta. Seven Generations Energy Ltd. was founded in 2001 and is headquartered in Calgary, Canada.

Trinidad Drilling

Post in 2013
Trinidad Drilling Ltd. designs, builds, and operates drilling rigs for complex wells primarily in Canada, the United States, and internationally. It provides land drilling services. The company operates 70 rigs in Canada; and 69 rigs in the United States and internationally. It also engages in construction and insurance businesses; and provides rig technology and labor services. The company was founded in 1996 and is headquartered in Calgary, Canada.

NuVista Energy

Private Equity Round in 2013
NuVista Energy Ltd. is a Canadian company specializing in the exploration and production of condensate, oil, and natural gas, primarily within the Western Canadian Sedimentary Basin. The company's main focus is on the condensate-rich Montney formation located in the Wapiti area of the Alberta Deep Basin. Founded in 2003 and headquartered in Calgary, NuVista has strategically developed its business model to enhance financial flexibility and long-term growth prospects. The company has successfully transformed its operations by reducing long-term debt significantly and optimizing its asset portfolio, allowing for a concentrated effort on the high-potential Wapiti Montney play. Through effective drilling results and asset management, NuVista Energy aims to maximize the value of its resources while ensuring sustainable development.

Tricon Residential

Post in 2013
Tricon Residential is a residential real estate company founded in 1988, primarily focused on providing rental housing for the middle-market demographic. Headquartered in Toronto, Ontario, Tricon owns and operates approximately 30,000 single-family and multi-family rental homes across 21 markets in the United States and Canada, with a significant presence in the U.S. Sun Belt. The company manages around $8.2 billion in assets, nearly all of which are invested in the United States. Tricon emphasizes an exceptional rental experience for its residents, which fosters longer tenancies and encourages tenants to treat properties with care. By investing in its team and enhancing living conditions, Tricon aims to positively impact local communities while generating favorable returns for its investors. In addition to its core operations, Tricon also manages real estate funds that target multi-family, senior housing, and student housing assets.
Raging River Exploration Inc. engages in the exploration, development, and production of crude oil and natural gas properties in Western Canada. The company primarily holds interests in the properties located in the Viking light oil fairway at the greater Dodsland area in southwest Saskatchewan; and in the Esther area of southeastern Alberta. Its net undeveloped land base consists of 591,363 acres. The company was incorporated in 2011 and is headquartered in Calgary, Canada. As of August 22, 2018, Raging River Exploration Inc. operates as a subsidiary of Baytex Energy Corp.

StoneCastle

Private Equity Round in 2012
Finally is an end-to-end Cloud Banking-as-a-Service company with a digitally-linked-network of 800+ banking institutions located throughout the U.S. It's end-to-end B2B2X technology platform allows brands, corporations and other financial companies to deliver banking services and tool to their customers and employees. Finally and its affiliates have over $11 billion of client funds in its banking cloud of over 800 financial institutions, and Finally accounts benefit from over $100+ million of FDIC insurance per customer deposit. In addition, Finally and its wholly owned subsidiary, StoneCastle, has nurtured close relationships with banks and banking regulators and frequently provides educational training to numerous state and federal banking regulators. We enable the future of financial services today for innovators, leading corporations and institutional investors. Our digitally-linked, proprietary bank network combined with our regulatory expertise allows us to create distinct platforms and products with massive scale capabilities. By democratizing financial services, we are putting companies and people at the center of their finances, always connected, wherever they go.
Secure Energy Services offers safe, innovative, and environmentally responsible fluids and solids solutions for the oil and gas sector. The company operates through three main segments: Environmental Waste Management, Energy Infrastructure, and Oilfield Services. Its Environmental Waste Management segment is the primary revenue generator, featuring a network of waste processing facilities, produced water pipelines, industrial landfills, waste transfer operations, and metal recycling services. The Energy Infrastructure segment includes crude oil gathering pipelines and terminals that facilitate the processing, storage, shipping, and marketing of crude oil. Additionally, Secure Energy Services provides water treatment and disposal services to support upstream oil and natural gas companies, ensuring efficient and responsible management of environmental resources.

First Wind

Debt Financing in 2012
First Wind is an independent North American wind energy company focused exclusively on the development, ownership and operation of wind farms. We currently focus on developing wind farms in the northeastern and western regions of the U.S. and in Hawaii, and are already producing 504 megawatts (MW) of energy through seven operating wind farms. First Wind is currently developing wind energy projects in several markets through various subsidiary companies.

BreconRidge

Debt Financing in 2009
BreconRidge is a world class provider of innovative design and manufacturing services for electronic products that drive voice, video and data applications within the communications, industrial and defense markets. BreconRidge provides design engineering services in the areas of test engineering, multi-chip module (MCM) design, systems engineering, thermal modeling, and mechanical design. This combination of design engineering and manufacturing distinguishes BreconRidge as a collaborative design and manufacturing (CDM) provider for original equipment manufacturers (OEMs) operating in the Communications, Industrial and Aerospace & Defense sectors.

Cortera

Series A in 2008
Cortera is a provider of comprehensive business-to-business payment and purchase behavior data and insights on public and private companies. The company tracks $1.6 trillion in business-to-business purchases across 45 spend categories to deliver insights on 20 million U.S. business locations. Cortera's solutions enable companies of all sizes to better understand their customers, suppliers and business partners by gaining visibility into what they purchase, how they pay and how their purchase and payment behavior changes over time. Thousands of companies across diverse industries use Cortera solutions to increase revenue, improve sales and marketing effectiveness, and reduce risk. Cortera is privately held with offices in Boca Raton, Florida; Boston and Quincy, Massachusetts and Bangalore, India.

INVISION Inc.

Series A in 2008
INVISION Inc. is a privately held company based in New York City, with an additional office in Atlanta, Georgia. Since its establishment in 1993, the company has specialized in providing software solutions and consulting services tailored for the media industry. INVISION focuses on developing advertising sales management software that assists television and media companies in optimizing revenue, managing inventory, and establishing pricing strategies. Their offerings include tools for generating and managing rate cards, as well as reporting and analytics solutions. Additionally, INVISION provides consulting services and cloud management to help clients streamline operations and enhance their ad sales processes, ultimately enabling them to maximize revenue from their advertising inventory.

Peopleclick Authoria

Series E in 2007
Authoria, Inc. provides integrated talent management software, performance management, recruiting software, and compensation management software. Its products provide talent management solutions that help companies to recruit, develop, compensate, retain, and engage employees. The company’s products include recruiting, performance, incentive, salary, succession planning, and communications software. Authoria was formerly known as Foundation Technologies, Inc. and changed its name to Authoria, Inc. in 1999. The company was founded in 1997 and is headquartered in Waltham, Massachusetts with additional offices in Austin, Texas; Santa Barbara, California; and Bangalore, India.

Critical Mention

Venture Round in 2007
Critical Mention provides the most comprehensive Web-based real time broadcast monitoring service and is changing the way corporate communications and business intelligence professionals search, track and view vital information from television and radio. The company's CriticalTV platform provides real-time search, monitoring and email alerts for organizations that require up-to-the-minute news about their company, clients, competitors, industry news and more.

SkyBitz

Series D in 2007
SkyBitz, Inc., a mobile asset management company, delivers real-time tracking and information management solutions. It provides system hardware, such as mobile terminals, power management, and sensors. The company also offers service plans, including Basic Tracking that provides location reporting based on a configurable schedule; and Smart Sensor Tracking, which incorporates a patented Smart Sensor in the GLS 210. In addition, it offers SkyBitz Partner and Leasing Application, a hosted solution that provides leasing companies the ability to track the location of unleased assets, as well as access to tracking solutions for their leasing customers. The company serves transportation, rail, intermodal, marine, energy, and heavy equipment industries. SkyBitz, Inc. was formerly known as Eagle Eye, Inc. The company was founded in 1995 and is based in Sterling, Virginia.

RenewData

Series C in 2006
Renew Data Corp. provides e-discovery, electronically stored information (ESI) risk management services, and forensic consulting solutions. It offers eDiscovery services, including planning, preservation and collection, processing, document review, production, and price estimation; and evidence storage services, including original media storage, Activevault data storage, and repository hosting. The company also offers ESI risk management services, including backup tape liability management, data migration services for symantec EV, and risk assessment questionnaire, as well as inventory of corporate data; analysis, de-duplication, and the consolidation of historical data; reduction in quantity of removable media storing historical data; unparalleled speed of extraction, normalization, and de-duplication across various supported data formats, backup software, and media types; and concurrent legal productions of data during data consolidation process. In addition, it offers project management services, including managing various aspects of a project that includes project status reports, creating project documentation, and managing scope changes; and client advisory services, including consulting and technical services, which includes digital forensics, preservation, analysis, and the production of electronic data from hard drives to corporate networks. Further, the company offers ActiveVault, an evidence management platform for media and data extraction, native file filtering, and production output, which allows for the extraction of electronic information from various electronic media or computer environment. It serves corporations and law firms responding to lawsuits, investigations, and audits. The company was founded in 2001 and is headquartered in Austin, Texas.

Cardiokine

Series B in 2006
Cardiokine, Inc., a specialty pharmaceutical company, engages in the development of pharmaceuticals for the prevention and treatment of cardiovascular diseases. Its products include lixivaptan, an orally active vasopressin receptor antagonist for patients with congestive heart failure who suffer from hyponatremia. The company was founded in 2004 and is headquartered in Philadelphia, Pennsylvania.

Critical Media

Series B in 2006
[Critical Media Inc.](http://www.criticalmediainc.com) develops end-to-end digital video solutions to capture, monetize, distribute and syndicate content online. The company's three business units—[Critical Mention](http://www.criticalmention.com/web/index.php), [ClipSyndicate](http://www.clipsyndicate.com/) and [Syndicaster](http://syndicaster.tv/)—provide robust solutions for corporations, publishers and media organizations to leverage video content. Its real-time broadcast capture infrastructure is the underlying technology of Critical Mention, a dynamic, real-time broadcast monitoring platform. Utilized by 25% of the Fortune 100, Critical Mention provides access to over 15,000 hours of keyword searchable, digitized news broadcasts from 4 continents. Focused on building the world's largest ad-supported repository of fully searchable, authoritative video news and information, ClipSyndicate offers publishers an unmatched distribution platform. Critical Media's most recent addition, Syndicaster offers broadcasters and content owners a comprehensive video ecosystem—a streamlined solution to upload, edit and publish, syndicate and monetize its video assets online. Critical Media was founded in 2002 under the name Critical Mention by Sean Morgan, one of the founders of Screaming Media—the largest text syndication company on the Internet now owned by Dow Jones, Inc.—and is headquartered in New York City. For more information please visit www.critical-media.com.

Critical Mention

Series B in 2005
Critical Mention provides the most comprehensive Web-based real time broadcast monitoring service and is changing the way corporate communications and business intelligence professionals search, track and view vital information from television and radio. The company's CriticalTV platform provides real-time search, monitoring and email alerts for organizations that require up-to-the-minute news about their company, clients, competitors, industry news and more.

Cube Route

Series B in 2005
Cube Route, Inc. provides demand logistics services for transportation organizations in North America. It offers information digitization, dispatch management, package tracking, and booking notification module services, as well as order management, planning and route/job optimization, real-time field data capture, tracking and visibility, and customer service and business intelligence solutions. The company serves beverage delivery, direct store delivery, foodservice, home delivery, on demand, and shippers and 3PL providers industries. Cube Route was founded in 2003 and is headquartered in Toronto, Canada. As of December 6, 2006, Cube Route, Inc. is a subsidiary of Descartes Systems Group, Inc.

Verid

Series C in 2005
Verid is responding by introducing a major new version of its industry leading Knowledge Based Authentication (KBA) platform that helps businesses quickly authenticate consumers through a series of personalized questions unique to that individual. Verid's clients include 11 of the top 20 financial service providers, 3 of the top 6 telecom/wireless providers and 3 of the top 10 retailers.

SuperDimension

Series B in 2005
SuperDimension is a privately-held medical device company that develops and markets minimally-invasive pulmonology devices that enable the diagnosis and potentially the treatment of distal lung disease. Our product line, the i·LogicTM System, includes both capital equipment and disposables, addressing a total available market of more than 8 million patients. Driven by our mission, "To be the world leader in the diagnosis and treatment of distal lung disease," we are focused on extending the capabilities of traditional bronchoscopy tools to help diagnose previously inaccessible lung lesions at an earlier stage when they may be easier to treat.