Fifth Third Bank

Fifth Third Bank, headquartered in Cincinnati, Ohio, is a diversified financial services company that was established in 1857. It operates in four main business segments: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management. The bank offers a comprehensive range of services, including personal banking, checking and savings accounts, credit and debit cards, loans, mortgages, and investment management. Additionally, Fifth Third provides vehicle financing, student loans, and various banking solutions for businesses, including treasury management and merchant services. With a focus on building strategic relationships, the bank's Capital Markets team delivers tailored advice and solutions to help clients navigate complex challenges and seize opportunities for growth, leveraging the expertise of experienced bankers to ensure integrated and effective service.

Melina Audinelle

Managing Director, Investment Banking and M&A Advisory

Richard Brooks

Managing Director

David Call

Regional President

Greg Fisher

Managing Director, Corporate Development

Ross Florey

Team Lead and Vice President

Kimberly Halbauer

Regional President (Kentucky)

Casey Jones

Managing Director, Healthcare Corporate Banking

Randy Koporc

Executive Vice President, Regional President and CEO

Brittney Martin

Vice President, Treasury Management, Financial Institutions

Daniel Moss

Senior Vice President

Bryan Preston

CFO

Scarlett Shine

Assistant Vice President, Commercial Relationship Manager

Scott Silvas

Market President, Texas

Timothy N. Spence

CEO and President

Jeremy Viltro

Senior Vice President and Line of Business CFO

51 past transactions

Tricolor Holdings

Debt Financing in 2022
Tricolor Auto Group, LLC is a prominent used car dealer based in Dallas, Texas, operating since 2007. The company serves a wide range of locations in Texas, including Dallas-Fort Worth, Houston, Austin, San Antonio, Odessa, and Corpus Christi. It offers an extensive selection of vehicles, including coupes, minivans, pickup trucks, SUVs, and sedans. In addition to its inventory, Tricolor Auto Group provides financing options to assist customers in purchasing vehicles.

Everstream

Debt Financing in 2021
Everstream Solutions, LLC is a Cleveland-based network service provider that specializes in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates over 2,500 miles of fiber across 24 counties, offering reliable connectivity and high-speed data transfer with 10 Gigabit capabilities. Everstream's services include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction solutions, catering primarily to mid and large-sized enterprises. The company prides itself on exceptional customer service and operates a 24/7 network operations center staffed by certified technical personnel.

Phillips Edison & Co

Debt Financing in 2021
Phillips Edison & Company is an internally-managed real estate investment trust (REIT) based in Ohio, specializing in the ownership and operation of grocery-anchored shopping centers across the United States. The firm boasts a diversified portfolio of well-occupied neighborhood shopping centers, featuring a mix of national and regional retailers that provide necessity-based goods and services in strong demographic markets. With a vertically-integrated operating platform, Phillips Edison effectively acquires, leases, and manages its properties, resulting in a history of strong operating performance. Founded in 1991, the company remains focused on enhancing the shopping experience and improving the communities it serves, demonstrating a commitment to core-plus and value-add opportunities in the retail sector. As of September 2020, it managed a portfolio of 309 properties, including 283 wholly-owned shopping centers, encompassing approximately 31.7 million square feet.

Provide

Acquisition in 2021
We're the modern practice finance company, innovating for dentists, veterinarians, and other healthcare professionals like you. Today, more than ever — as our country perseveres through a global pandemic — we recognize the importance of healthcare providers. We call ourselves "Provide" in tribute to you.

Provide

Series A in 2020
We're the modern practice finance company, innovating for dentists, veterinarians, and other healthcare professionals like you. Today, more than ever — as our country perseveres through a global pandemic — we recognize the importance of healthcare providers. We call ourselves "Provide" in tribute to you.

Framewrk

Grant in 2020
Provider of management consulting services intended to help companies find uncommon answers. The company also offers a subscription consulting agency application powered by AI, enabling small business owners to get clarity on their next steps and how to grow.

Steady

Series B in 2020
Steady removes barriers to earn through its income intelligence that supports over 3 million hourly, 1099 and mixed-earners in earning more, an average of over $5,500 per year. Steady's view of income also applies its technology for purposes of income measurement that fills the wage data gap for public and private sector entities that service this worker population in areas such as the administration of public sector benefits. Steady was founded in 2017.

Everstream

Debt Financing in 2020
Everstream Solutions, LLC is a Cleveland-based network service provider that specializes in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates over 2,500 miles of fiber across 24 counties, offering reliable connectivity and high-speed data transfer with 10 Gigabit capabilities. Everstream's services include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction solutions, catering primarily to mid and large-sized enterprises. The company prides itself on exceptional customer service and operates a 24/7 network operations center staffed by certified technical personnel.

HealthiPASS

Venture Round in 2020
HealthiPASS is a company focused on enhancing the patient revenue cycle by streamlining the payment process in healthcare settings. Its innovative software solution simplifies patient check-in and facilitates the collection of payments, including co-pays and prior balances, at the time of service. The platform is compatible with over 850 payers and 90 practice management systems, making it adaptable and efficient for various healthcare providers. By promoting price transparency and automating payment processes, HealthiPASS has helped many providers achieve high patient net collection rates, reduce payment denials significantly, and lower operational costs. This patient-centric approach not only improves the overall patient experience but also builds trust between patients and healthcare providers.

DadeSystems

Series D in 2019
DadeSystems, LLP specializes in developing payment processing software solutions that streamline cash application and payment management for various industries. Their flagship product, DadePay, is a SaaS-based platform that automates the invoice-to-cash application process, efficiently capturing all incoming payments such as cash, checks, ACH, EFT, and credit cards. The DadePay suite includes several solutions, including DadePay AR, which matches payments to open accounts receivable, DadePay Mobile for mobile payment matching, and DadePay ePayments, which prompts customers to make payments via email or text alerts. Additionally, DadePay Mailroom automates loan payment processing, while DadePay Remote Deposit Capture enables merchant capture services through web and mobile platforms. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager to monitor transactions for anomalies. Founded in 2011 and headquartered in Miami, Florida, DadeSystems serves a diverse clientele, including banks, credit unions, and businesses across various sectors such as healthcare, retail, and transportation.

DSD Renewables

Venture Round in 2019
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

YayPay

Series A in 2018
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.

Franklin Street Partners

Acquisition in 2018
Franklin Street Partners, Inc. is a privately owned investment manager. Through subsidiaries the firm provides investment advisory, wealth management, and investment management services to its clients. It provides its services to endowments, foundations, institutional investors, and high net worth individuals. Franklin Street Partners was founded in 1990 and is based in Chapel Hill, North Carolina.

MB Financial

Acquisition in 2018
MB Financial, Inc. is a bank holding company based in Chicago, Illinois, primarily serving small and middle-market businesses and individuals in the metropolitan area through its subsidiary, MB Financial Bank, N.A. The company operates in three main segments: Banking, Leasing, and Mortgage Banking. The Banking segment provides a variety of commercial banking products, including working capital loans, lines of credit, and deposit services, alongside treasury management solutions. The Leasing segment focuses on lease originations for various types of equipment, while the Mortgage Banking segment specializes in originating and servicing residential mortgage loans for investors. With approximately 87 banking offices and 119 ATMs, MB Financial has established a significant presence in its market. Founded in 1911, the company has a long history of providing comprehensive financial services tailored to the needs of its clients.

DadeSystems

Corporate Round in 2018
DadeSystems, LLP specializes in developing payment processing software solutions that streamline cash application and payment management for various industries. Their flagship product, DadePay, is a SaaS-based platform that automates the invoice-to-cash application process, efficiently capturing all incoming payments such as cash, checks, ACH, EFT, and credit cards. The DadePay suite includes several solutions, including DadePay AR, which matches payments to open accounts receivable, DadePay Mobile for mobile payment matching, and DadePay ePayments, which prompts customers to make payments via email or text alerts. Additionally, DadePay Mailroom automates loan payment processing, while DadePay Remote Deposit Capture enables merchant capture services through web and mobile platforms. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager to monitor transactions for anomalies. Founded in 2011 and headquartered in Miami, Florida, DadeSystems serves a diverse clientele, including banks, credit unions, and businesses across various sectors such as healthcare, retail, and transportation.

CommonBond

Series D in 2018
CommonBond, Inc. provides online lending services to students to pay for higher education in the United States. It refinances and finances undergraduate and graduate student loans, parent PLUS loans, and MBA student loans. The company enables students to gain access to fixed and variable rate student loan products for refinancing existing student loans after graduation or to finance an MBA while in school; and offers SmartSave, a product that enables customers to move the monthly savings from their student loan refinancing into a compound wealth generating cash account. In addition, it enables businesses to manage their student loan debt of its employees. CommonBond, Inc. was founded in 2011 and is based in New York, New York.

Growth Capital Corp

Debt Financing in 2018
Since 1982, they have provided more than $425 million in financial assistance to businesses as part of their overall mission to foster economic growth and job creation in Ohio. Also, for the past 8 years, they have been the number one SBA 504 and SBA Community Advantage lender in the State of Ohio. Growth Capital has a team of experienced economic development finance professionals with years of experience helping small business owners and lenders to access various state and federal finance opportunities.

Supplies Wholesalers

Debt Financing in 2018
Supplies Wholesalers (SW) is one of the largest and fastest growing wholesalers of compatible ink and toner products in the industry today offering thousands of unique product sku’s & with 3 warehouses now, we can service 90% of the US in just 1-2 days via UPS Ground.
Greenbacker Renewable Energy Company is a publicly registered, non-traded limited liability company that owns and operates a diversified portfolio of income-producing renewable energy power plants, energy efficiency projects and other sustainable investments.

Current

Series A in 2017
Current is a leading U.S. challenger bank built to meet the needs of people with unique lives who have been overlooked by the traditional banking industry. Our proprietary Current Core technology allows us to provide premium banking services for everyone, regardless of age or income, and improve the financial outcomes of our members without overdraft fees, minimum balance requirements, or hidden fees. We give members up to two days faster direct deposit paychecks, free overdrafts up to $100 with Overdrive™ , points on purchases redeemable for cash back, access to 55,000 free ATMs worldwide as well as 24/7 member support 365 days a year.

NRT Technology

Venture Round in 2017
NRT Technology Corp. specializes in providing advanced payment processing, cash handling, and cash management solutions tailored for the casino industry. The company offers a comprehensive payment processing system known as Centre Payment Systems™, which integrates with various financial institutions to provide casino patrons with immediate access to cash through ATMs, credit card cash advances, point-of-sale debit transactions, dynamic currency conversion, and check cashing services. NRT Technology also delivers turnkey applications for jackpot and ticket redemption, streamlining cash handling operations for casino resort operators. Through its innovative solutions, NRT Technology enhances the overall customer experience while improving operational efficiency in the gaming sector.

Epic Insurance Solutions

Acquisition in 2017
Epic Insurance Solutions Agency, based in Louisville, Kentucky, operates as a comprehensive insurance agency offering a wide range of personal and professional insurance products. For individuals, the agency provides coverage options that include homeowners, renters, mobile homes, automobiles, and recreational vehicles, along with specialized protection for valuable items such as artwork and jewelry. On the professional side, Epic Insurance Solutions caters to businesses by delivering solutions in property, general liability, automobile, and workers' compensation insurance, as well as professional and product liability coverage. The agency also addresses unique business needs through services like cyber liability, business interruption, and various types of bonds and crime insurance. In addition to these offerings, the company provides employee benefits and HR consulting services, ensuring a holistic approach to risk management for its clients.

YayPay

Venture Round in 2017
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.

GA Telesis

Debt Financing in 2017
GA Telesis, LLC is a commercial aviation company that operates globally, offering a wide range of products and services for the aerospace industry. The company provides maintenance, repair, and overhaul services, along with inventory support, logistics, and engineering services. Its extensive product offerings include aircraft systems, navigation equipment, engines, and auxiliary power units. GA Telesis also specializes in asset management and leasing solutions, catering to both short-term and long-term needs for commercial aircraft and engines. With a strong presence in the market, the company serves a diverse clientele, including major airlines and engine manufacturers. Established in 2002 and headquartered in Fort Lauderdale, Florida, GA Telesis maintains facilities across the United States, Canada, the United Kingdom, Finland, and China, ensuring efficient service delivery and support for its global customers.

RG McGraw Insurance Agency

Acquisition in 2017
R. G. McGraw Insurance Agency, Inc. offers property and casualty insurance brokerage services for both personal and commercial lines. The company was founded in 1955 and is based in Cincinnati, Ohio. As of March 10, 2017, R. G. McGraw Insurance Agency, Inc. operates as a subsidiary of Fifth Third Insurance Agency, Inc.
The Retirement Corporation of America (RCA) is a Registered Investment Adviser that specializes in retirement planning and investment management. Founded in 1984 by Dan Kiley and his father, Tom Kiley, the firm aims to assist clients in achieving their retirement goals. With over 25 years of experience, RCA provides services that include retirement education and tailored planning, designed to address the unique financial needs of retirees. The company's focus is on helping clients maximize their earning potential while ensuring they can retire comfortably. RCA serves clients nationwide, establishing itself as a trusted resource for those preparing for retirement.

ApplePie Capital

Series B in 2016
ApplePie Capital, Inc. is a financial services company based in San Francisco, California, that specializes in providing financing solutions for franchise businesses. Founded in 2013, the company operates an online marketplace that connects franchisees with various loan options to support their growth and operational needs. These loans can be used for opening new franchises, acquiring existing locations, retrofitting current sites, and refinancing existing debts. ApplePie Capital's platform also offers investors the opportunity to earn fixed-income returns by investing in established franchise brands. The company's mission is to enhance financial efficiencies for entrepreneurs, enabling them to successfully start and expand their franchise operations.

AvidXchange

Series E in 2016
AvidXchange, Inc. specializes in accounts payable and payment automation software tailored for midsize businesses across various industries, including banking, healthcare, construction, and hospitality. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange offers a comprehensive suite of solutions that includes purchase order management, invoice processing, payment software, check printing, and utility bill management. The company processes over $140 billion in transactions annually for more than 6,000 customers, leveraging a network of over 680,000 suppliers to streamline payment processes. With a workforce of approximately 1,500 employees and additional offices in several states, AvidXchange has established itself as a leader in the fintech sector, recognized for its rapid growth and innovative approach to simplifying financial operations for mid-market businesses.

GreenSky

Private Equity Round in 2016
GreenSky, Inc., a technology company, provides point-of-sale financing and payment solutions to merchants, consumers, and banks. It offers a proprietary technology infrastructure that supports the full transaction lifecycle, including credit application, underwriting, real-time allocation to bank partners, document distribution, funding, settlement, and servicing functions. The company was founded in 2006 and is headquartered in Atlanta, Georgia.

Transactis

Series E in 2016
Transactis, Inc. is a provider of Software-as-a-Service electronic bill presentment and payment solutions in the United States, helping businesses transition from traditional paper-based processes to efficient digital alternatives. The company's primary offering, BillerIQ, is a cloud-based platform that allows businesses to issue electronic bills and invoices and accept payments through various channels, including online, phone, and mobile devices. Additionally, Transactis offers DocumentIQ, a digital document management solution for transforming and archiving documents. The company serves a diverse range of sectors, including financial services, healthcare, education, and utilities, and operates exclusively through a network of resellers, such as financial institutions and technology companies. Transactis is committed to meeting stringent regulatory and compliance standards. Established in 2001 and based in New York, Transactis operates as a subsidiary of Mastercard Incorporated.

Nelson Miller

Debt Financing in 2015
Nelson Miller specializes in the design, manufacture, and sourcing of customized user interface and product identification solutions. The company's product offerings include membrane switches, silicone rubber keypads, graphic overlays, metal nameplates, and light guides. These products are primarily tailored for original equipment manufacturers operating in various sectors, including healthcare, industrial, aerospace, and consumer industries. Nelson Miller provides comprehensive services that encompass the entire product design process and full manufacturing capabilities to meet the specific needs of its customers.

Zipscene

Venture Round in 2015
Zipscene LLC operates a restaurant marketing platform that aggregates and analyzes data to enhance guest engagement for restaurants. Founded in 2004 and headquartered in Cincinnati, Ohio, the company focuses on understanding factors that influence dining patterns, allowing clients to improve their marketing performance across various channels. By leveraging guest behavior data and analytics, Zipscene enables restaurants to create personalized marketing messages, increasing customer retention and attracting new patrons. As of September 30, 2018, Zipscene is a subsidiary of NCR Corporation.

Rubicon

Series C in 2015
Rubicon Global Holdings LLC is a technology company that specializes in cloud-based waste and recycling solutions for businesses, governments, and nonprofits. Founded in 2008 and headquartered in Atlanta, Georgia, Rubicon operates a digital marketplace and offers a suite of software-as-a-service products aimed at enhancing waste management and recycling efforts. The company provides various recycling programs, including services for cardboard, plastic, paper, metal, glass, electronics, and organics, as well as single stream recycling solutions. One of its notable offerings is RUBICONSmartCity, which assists municipal governments in optimizing waste and recycling operations while transforming their fleets into data collection centers to improve quality of life and government services through data analytics. Rubicon serves a global customer base and maintains core teams in several U.S. cities, including New York and San Francisco. The company is committed to driving environmental innovation and helping its partners achieve sustainability goals by finding economic value in waste streams.

Hygea Holdings

Debt Financing in 2015
Hygea Holdings Corp. operates a network of integrated medical group practices focused on primary care in Florida. The company manages a healthcare management service organization that coordinates medical care for patients enrolled in various managed care health plans. Its independent physician association network includes approximately 1,600 physicians practicing across 76 medical specialties. Additionally, Hygea implements an electronic medical records and practice management system that facilitates integrated patient record management. Founded in 2007, the company is headquartered in Doral, Florida.

Rubicon

Series B in 2015
Rubicon Global Holdings LLC is a technology company that specializes in cloud-based waste and recycling solutions for businesses, governments, and nonprofits. Founded in 2008 and headquartered in Atlanta, Georgia, Rubicon operates a digital marketplace and offers a suite of software-as-a-service products aimed at enhancing waste management and recycling efforts. The company provides various recycling programs, including services for cardboard, plastic, paper, metal, glass, electronics, and organics, as well as single stream recycling solutions. One of its notable offerings is RUBICONSmartCity, which assists municipal governments in optimizing waste and recycling operations while transforming their fleets into data collection centers to improve quality of life and government services through data analytics. Rubicon serves a global customer base and maintains core teams in several U.S. cities, including New York and San Francisco. The company is committed to driving environmental innovation and helping its partners achieve sustainability goals by finding economic value in waste streams.

HubLogix

Convertible Note in 2014
HubLogix is a SaaS based solution that empowers online retailers to automate logistics process throughout the order lifecycle. We work with some of the the leading commerce platforms (e.g. Channel Advisor, Magento, Shopify, Amazon, etc.) and a growing eco-system of third party logistics providers and distributors to make sure orders go from cart to doorstep as efficiently as possibly.

Vology

Debt Financing in 2014
Ranked in the Inc. 5000 list of fastest growing private companies in the US since 2006, Vology is a leading global technology solutions provider that serves tens of thousands of customers across every state and more than 50 countries. Vology has a unique offering called Hybrid SuperVAR:tm:, which is a mix of services and products that provides a complete range of professional, managed and asset disposition services with a combination of new and certified pre-owned products. It also encompasses hyper-responsive customer service by technically knowledgeable people, and operational excellence in warehousing logistics, integration and configuration. Vology has one of the largest inventories of certified pre-owned Cisco, Avaya/Nortel and other top brands. The company is also authorized at the highest levels to sell Juniper, Brocade, ShoreTel, Citrix, HP, Aruba, VMWare, Dell, Microsoft and Gencom solutions. Vology and its professional services division, Bayshore Technologies, are headquartered in Tampa Bay, Florida with offices in Austin, Oklahoma City, Sacramento and Syracuse. For further information, please visit www.vology.com

ShareThis

Series C in 2014
ShareThis, Inc. operates a social data platform that provides tools for consumer engagement and content sharing, enabling publishers and advertisers to leverage first-party data in real time. The company offers a variety of social sharing tools, including share buttons for multiple platforms such as Facebook, Twitter, and Instagram, as well as mobile options like SMS and WhatsApp. These tools are designed to enhance user engagement, increase web traffic, and facilitate personalized experiences. Additionally, ShareThis features a Real-Time Marketing Engine that allows brands to activate audiences across various digital formats. Founded in 2004 and formerly known as Nextumi, Inc., ShareThis has been collecting social share data since 2007, transforming it into actionable insights for marketers and content creators. The company is headquartered in Palo Alto, California, with additional offices in Chicago, Manhattan Beach, New York City, and Boston.

Poppin

Series C in 2014
Poppin Inc. is a New York-based company that specializes in manufacturing and online retailing a wide range of office products and furniture. Founded in 2009, Poppin offers an extensive collection of office supplies, including various types of notebooks, writing instruments, desk accessories, and organizational tools. Additionally, the company provides commercial-grade furniture solutions, such as desks, chairs, conference tables, and décor items. Poppin also emphasizes customization and space planning services, allowing businesses to create work environments that reflect their brand identity and foster employee satisfaction. As of December 2020, Poppin operates as a subsidiary of Kimball International, Inc.

Vonage

Post in 2014
Through nearly 20 years of constant change and disruption in the technology space, Vonage has been leading through the change. With this brand revitalization, Vonage is demonstrating its position as a B2B communications SaaS leader for a new era. - Scales to serve its customers globally with unrivalled capabilities integrating voice, messaging, video and data, built on a carrier-grade network infrastructure. - Offers uniquely flexible portfolio of proven, ready-to-go applications, or use of extensive communications APIs to create proprietary applications and integrations, or takes the best of both, using apps and customizing with APIs. - Enables businesses to have great conversations everywhere, to effortlessly create new and differentiated experiences, and like never before, unlock the power of data and AI to make every conversation more successful.

BILL

Series F in 2014
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

OnShift

Series C in 2014
OnShift provides cloud-based human capital management software and proactive services tailored for the healthcare sector, specifically focusing on post-acute and long-term care facilities. The company's platform addresses workforce challenges by offering solutions for hiring, scheduling, employee engagement, and talent acquisition. With features such as workforce analytics and customer success management, OnShift empowers organizations to enhance productivity and profitability while ensuring consistent staffing and quality care. Its intuitive design and use of predictive analytics have made it a trusted choice for numerous senior living and post-acute care organizations seeking to optimize their workforce management.

BILL

Series E in 2013
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

ShareThis

Series C in 2013
ShareThis, Inc. operates a social data platform that provides tools for consumer engagement and content sharing, enabling publishers and advertisers to leverage first-party data in real time. The company offers a variety of social sharing tools, including share buttons for multiple platforms such as Facebook, Twitter, and Instagram, as well as mobile options like SMS and WhatsApp. These tools are designed to enhance user engagement, increase web traffic, and facilitate personalized experiences. Additionally, ShareThis features a Real-Time Marketing Engine that allows brands to activate audiences across various digital formats. Founded in 2004 and formerly known as Nextumi, Inc., ShareThis has been collecting social share data since 2007, transforming it into actionable insights for marketers and content creators. The company is headquartered in Palo Alto, California, with additional offices in Chicago, Manhattan Beach, New York City, and Boston.

Preferred Fragrance

Debt Financing in 2011
Preferred Fragrance is a prominent developer and marketer of affordable fragrances based in New York. The company specializes in creating perfumes and body care products inspired by top designers and celebrities, offering both proprietary and licensed fragrances. Their extensive product range is available in over 50,000 retail locations across the United States, including sectors such as apparel, mass-market, value-priced, and pharmacy. In addition to fragrance development, Preferred Fragrance provides services that include market research, brand building, fragrance oil development, package design, and logistics management. The company aims to provide quality products at accessible prices, catering to domestic and international brands and retailers.

DataBank IMX

Private Equity Round in 2011
Databank IMX, LLC specializes in providing comprehensive business process solutions, particularly in document management and document conversion services. Founded in 1991 and based in King of Prussia, Pennsylvania, the company operates multiple production centers across the United States. Its offerings include accounts payable and receivable, human resources, contract management, and procurement, as well as enterprise solutions such as business process outsourcing. Databank IMX also delivers professional services, including consulting, design, and implementation, alongside document scanning, microfilm services, and cloud document management solutions. The company serves diverse industries, including government, healthcare, finance, and education, ensuring compliance with regulations such as HIPAA and FERPA. With a focus on enhancing clients' operational efficiency and data security, Databank IMX holds SOC2 Type II certification and is recognized nationally for its quality and performance in the document management sector.

Paradigm Spine

Debt Financing in 2009
Paradigm Spine, LLC (Paradigm Spine) is a privately-held medical device company, engaged in the development of spinal implants for the spine and orthopedic markets. It develops non fusion spinal implants, motion preserving products and tissue sparing products. Paradigm Spine's product Coflex, an interspinous implant used in the treatment of facet arthosis and decompressive procedures. Its products are used for spinal stabilization, rebalances spinal segment and restores natural anatomical function. The company is headquartered in New York, the US. The company also focused on the development of DSS system, a minimally-invasive pedicle-screw based system, which received a European CE Mark in April 2007 and FDA market clearance in January 2008.

South Florida Bank Holding Corporation

Acquisition in 1999
South Florida Bank Holding Corporation

Emerald Financial Corp

Acquisition in 1999
Emerald Financial Corp., through The Strongsville Savings Bank, was engaged primarily in attracting deposits from the general public.

Ashland Bankshares

Acquisition in 1998
Ashland Bankshares

State Savings Company

Acquisition in 1998
State Savings Company is a privately-owned thrift holding company.
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