US Bank
US Bank is a multistate financial services holding company. It provides a range of financial services such as lending and depository services, cash management, and trust and investment management services. US Bank provides a range of products and services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions. Commercial and consumer lending services are principally offered to domestic customers with foreign operations and to large national customers operating in specific industries. The company offers its products and services under various segments. Its wholesale banking and commercial real estate segment provides lending, equipment finance and small-ticket leasing, depository services, treasury management, capital markets, international trade services, and other financial services for the middle market, large corporate, commercial real estate, financial institution, non-profit, and public sector clients. The consumer and small business banking segment delivers products and services through banking offices, telephone servicing and sales, online services, direct mail, ATM processing, and mobile devices such as mobile phones and tablet computers. It encompasses community banking, metropolitan banking, in-store banking, small business banking, consumer lending, mortgage banking, workplace banking, student banking, and 24-hour banking. The company’s wealth management and securities services segment offers private banking, financial advisory services, investment management, retail brokerage services, insurance, trust, custody, and fund servicing through five businesses including wealth management, corporate trust services, U.S. Bancorp asset management, institutional trust and custody, and fund services. The payment services segment includes consumer and business credit cards, stored-value cards, debit cards, corporate and purchasing card services, consumer lines of credit, and merchant processing. The treasury and corporate support segment includes its investment portfolio for commercial and commercial real estate loans and other real estate funding, capital management, and interest rate risk management. US Bank was founded in 1863.
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.
Penelope is a self-service retirement platform aimed at small and micro businesses. It provides a comprehensive solution that simplifies the process of offering retirement plans, catering specifically to the needs of busy business owners and entrepreneurs. The platform automates employee investing, reduces administrative costs, and minimizes paperwork, making it easier for small businesses to manage retirement savings. Additionally, Penelope includes educational tools for employees, enhancing their understanding of retirement options and encouraging informed decision-making. Through its technology-driven approach, Penelope seeks to empower small businesses to effectively provide retirement benefits to their employees.
PFM Asset Management is a provider of portfolio management and investment advisory services, primarily catering to non-profits, charitable institutions, and other institutional clients. The firm offers a diverse range of client relationships and product offerings, including local government investment pools. PFM specializes in tailored investment-grade fixed-income and multi-asset class strategies, allowing organizations to optimize their financial portfolios. With a focus on flexible implementation options and strategic insights, PFM Asset Management assists clients in navigating complex investment landscapes to enhance their financial outcomes.
Securrency, Inc. is a financial technology company that specializes in the tokenized issuance and trading of securities. Established in 2015 and based in Riva, Maryland, Securrency operates additional offices in Washington, D.C., New York City, and Abu Dhabi. The company’s platform integrates legacy financial services with modern distributed ledger technologies, allowing for efficient trading of illiquid asset classes. Its protocol supports various distributed ledgers, including Ethereum and Stellar, facilitating the seamless movement of tokens both on-chain and off-chain. By focusing on security and compliance, Securrency aims to enhance the transparency, efficiency, and accessibility of financial services, connecting investors seeking returns with asset owners, startups, and fund managers in need of capital.
Goalsetter is a goal-based savings and gifting platform designed specifically for children, allowing families to contribute to their kids' future aspirations instead of purchasing additional consumer goods. The platform integrates features from both savings tools and gift registries, aiming to engage millennial parents. It encourages healthy financial habits by providing a first savings vehicle for kids, allowing automatic deposits on a weekly or monthly basis. Additionally, Goalsetter offers debit cards with parental controls and incorporates financial literacy quizzes to help young users make informed financial decisions. The platform is centered around making saving engaging through games, memes, and elements of pop culture, fostering a culture of saving among the younger generation.
NUMiX Materials is a specialized water treatment company founded in 2018 and headquartered in Chicago, Illinois. The company focuses on the development and supply of patented sorbents designed to effectively remove dissolved heavy metals from contaminated water. Its innovative approach enhances water treatment processes by minimizing the need for treatment additives, simplifying operational procedures, and reducing costs associated with hazardous waste disposal. NUMiX Materials aims to help clients achieve compliance with process and regulatory standards, regardless of the initial water chemistry, thereby addressing complex liquid stream challenges.
Talech Inc. is a software developer based in Palo Alto, California, that provides a point-of-sale system designed specifically for small merchants. Established in 2012, Talech offers a cloud-based platform that allows users to manage various aspects of their business, including order taking, inventory management, sales promotions, employee hour tracking, and cash drawer management. The software also captures customer information at the point of sale and generates detailed reports on sales and transaction trends. It is compatible with various hardware, such as iPads, card readers, printers, cash drawers, and barcode scanners. By combining a user-friendly iPad interface with a web-based dashboard, Talech delivers valuable analytics that help merchants optimize their operations in the retail and restaurant sectors. The company operates as a subsidiary of ELAVON, INC.
Douugh is a fintech and neobank focused on improving financial health through an AI-driven approach. The company offers a platform for money management that assists customers in managing their spending and organizing bill payments. In addition to these services, Douugh provides wealth management and card management solutions, as well as online banking capabilities. Its primary offering is a smart mobile app designed to help users achieve better financial outcomes and live healthier financial lives.
R3 HoldCo LLC is an enterprise software company that specializes in blockchain technology solutions. Founded in 2015 and headquartered in New York, R3 develops Corda, an open-source distributed ledger platform designed to facilitate direct transactions between businesses using smart contracts. The company collaborates with a diverse ecosystem of over 300 members and partners from various industries, including finance, healthcare, shipping, and insurance, to enhance the functionality of Corda and its commercial counterpart, Corda Enterprise. With a global team of over 190 professionals supported by more than 2,000 experts in technology, finance, and law, R3 aims to streamline financial agreements and enable frictionless commerce across sectors. In addition to its software offerings, R3 provides training, certifications, and documentation to support users of its platform.
RelaDyne is a distributor of lubricants and fuels serving industrial, commercial, and automotive sectors. The company provides a range of products, including lubricants, fuels, and diesel exhaust fluid (DEF), along with comprehensive reliability services. With over 350 years of combined expertise, RelaDyne caters to more than 10,000 clients, focusing on preventive maintenance and solutions that enhance equipment reliability while promoting sustainability. Their commitment to delivering dependable service and value positions them as a trusted partner in ensuring optimal performance and lower total costs for their customers' assets.
Compass Diversified is a private equity firm based in Westport, Connecticut, specializing in investments in niche industrial and branded consumer companies. Founded in 1998, the firm focuses primarily on the North American market, targeting sectors such as manufacturing, distribution, consumer products, business services, safety and security, electronic components, and food services. Compass Diversified typically invests between $100 million and $800 million in companies with EBITDA ranging from $15 million to $80 million, aiming for controlling ownership stakes. The firm generally holds investments for five to seven years and is adept at add-on acquisitions, buyouts, and industry consolidation. Additionally, it maintains an office in Irvine, California, to support its investment operations.
Viamedia, Inc. specializes in cable television advertising management solutions in the United States, representing a diverse range of clients including cable and telecommunications service providers, utility companies, and municipalities. Established in 2001 and headquartered in New York, the company offers a comprehensive suite of advertising services, including TV and cross-media advertising, programmatic solutions, and creative services such as digital production and broadcast commercials. Viamedia operates placemedia, a programmatic platform that aggregates advertising inventory from multichannel video programming distributors and cable networks, allowing local, regional, and national advertisers to effectively reach their audiences. The firm is recognized as the largest non-MSO affiliated video ad sales organization in the country, providing independent representation that helps drive revenue for video providers while utilizing advanced technologies for online advertising solutions.
Zilkha Biomass Energy manufactures a patented wood pellet for baseload renewable energy generation.
Private Equity Round in 2011
OneRoof Energy is a technology-rich solar finance provider that has quickly become one of the nation’s leading sources of affordable solar leasing. At OneRoof Energy, we believe that solar electricity should be affordable to everyone. Through the SolarSelect® financing program, homeowners can convert to clean, affordable solar electricity for little or no money down.
Genpass is the only top processor to offer a vertically integrated product suite that includes every aspect of ATM driving.
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