Founded in 2017, Fintech Cadence is an accelerator firm based in Montreal, Canada. The firm seeks to provide mentorship, office space and acceleration support to early stage Canadian startups operating in the fintech sector.
Autobooks, Inc. is a provider of integrated payment and accounting software designed specifically for small businesses, delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, the company offers a cloud-based platform that seamlessly connects bank accounts with various financial tools to enhance cash flow, streamline account reconciliation, and foster business growth. Its services include integrated payment applications such as invoicing and bill pay, merchant services, treasury products, and automated accounting solutions. By enabling financial institutions to offer these essential back-office services, Autobooks helps small businesses effectively manage their finances and improve their understanding of digital banking channels.
Alongside Inc. is a Canadian company that offers a web-based software platform designed to streamline the hiring process for employers. Founded in 2012 and based in Moncton, the platform allows employers to create job advertisements, distribute them across multiple job boards with a single click, and manage their hiring pipeline efficiently. It facilitates communication with candidates through bulk messaging templates and provides tools for team collaboration in reviewing applicants. In addition to its core offerings, Alongside develops custom solutions tailored to the specific hiring needs of companies. The organization, previously known as Qimple Inc., rebranded in September 2016.
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.
Autobooks, Inc. is a provider of integrated payment and accounting software designed specifically for small businesses, delivered through financial institutions. Founded in 2015 and based in Detroit, Michigan, the company offers a cloud-based platform that seamlessly connects bank accounts with various financial tools to enhance cash flow, streamline account reconciliation, and foster business growth. Its services include integrated payment applications such as invoicing and bill pay, merchant services, treasury products, and automated accounting solutions. By enabling financial institutions to offer these essential back-office services, Autobooks helps small businesses effectively manage their finances and improve their understanding of digital banking channels.
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.
Roostify, Inc. is a digital mortgage platform that enhances the home lending experience for both borrowers and lenders. Founded in 2012 and headquartered in San Francisco, California, the company serves a diverse range of clients, including enterprise banks, independent brokers, and lending institutions. Roostify's platform streamlines the loan application process by digitizing the entire application-to-closing workflow, allowing users to easily share and track information, documents, and transactions. With the ability to process nearly $20 billion in loans monthly, Roostify aims to simplify and accelerate the lending experience, making it more efficient for all parties involved.
The MS Society provides services to people with multiple sclerosis and their families and funds research to find the cause and cure for this disease. They have a membership of 17,000 and are the only national voluntary organization in Canada that supports both MS research and services. Since their founding in 1948, the core support of the MS Society has been from tens of thousands of dedicated individuals, companies and foundations in communities across Canada. The Society receives almost no funding from government. The MS Society is governed by a board of directors comprised of 14 volunteer members who are elected annually. There are seven regional divisions and more than 90 chapters that engage in many community-based activities. Some 1,500 volunteers serve on MS Society national, division and chapter boards and committees. An estimated 13,500 women and men are volunteers for service programs, fundraising events, public awareness campaigns and social action activities. The head office of the MS Society is located in Toronto, Ontario. Division offices are located in Dartmouth, Montreal, Toronto, Winnipeg, Regina, Edmonton, and Vancouver.
Stag Industrial is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties in secondary markets, focusing on those with purchase prices exceeding $5 million that are essential to their tenants' operations. Stag Industrial may also consider opportunities in primary and tertiary markets when favorable risk-adjusted returns are available. The portfolio includes various types of properties, such as warehouse and distribution centers, manufacturing facilities, and flex/office buildings.
Flybits Inc., based in Toronto, Canada, specializes in developing a platform that enhances customer experiences in the financial services sector through contextualization. The company's advanced solution allows banks to deliver personalized content, products, and offers tailored to individual customer needs in real-time. By leveraging extensive data and sensing capabilities, Flybits enables financial institutions to design, launch, and evaluate data-driven experiences that provide relevant information while maintaining customer privacy. This approach fosters a deeper relationship between customers and their financial institutions, ultimately driving product awareness and adding significant value to users' interactions.
Peabody Properties is a real estate firm that offers property management, leasing, and marketing services.
Public Health Management Corporation (PHMC) is a nonprofit public health institute that builds healthier communities through partnerships with government, foundations, businesses and community-based organizations. It fulfills its mission to improve the health of the community by providing outreach, health promotion, education, research, planning, technical assistance, and direct services.
Fresche Solutions Inc. is a legacy management company that specializes in modernizing business-critical applications and systems. Founded in 1976 and headquartered in Montreal, Canada, with additional offices globally, the company provides a range of services and tools designed to enhance and extend the life of legacy applications. Its offerings include the X-Analysis software suite for managing the IBM i lifecycle, iModernize for transforming AS/400 RPG and COBOL applications into modern architectures, and the Newlook suite for IBM i applications. Fresche also offers consulting and technical support services in areas such as application modernization, project management, and ongoing support. The company serves a diverse clientele both in Canada and internationally, focusing on delivering comprehensive modernization solutions that promote efficiency and reduce IT operating costs.
Moven is a financial technology company founded in 2011 and headquartered in New York, United States. It specializes in providing a mobile money-management application designed to modernize banking for the digital age. Moven's platform allows banks and non-bank partners to enhance their customer acquisition, engagement, and retention strategies. Through its app, debit card, and contactless payment sticker, Moven delivers real-time spending insights that encourage users to make more informed financial decisions and save effectively. The company offers a range of data-driven services and patented digital financial wellness tools that transform user engagement into actionable insights, ultimately aiming to improve customers' overall financial health.
Western University, founded in 1878, is a prominent non-profit educational institution located in Canada. Recognized for its research-intensive environment, it offers a diverse range of academically rigorous undergraduate and graduate programs. The university promotes a vibrant learning community that emphasizes student involvement, personal growth, and leadership development. In addition to its academic offerings, Western provides numerous co-curricular and extracurricular activities, fostering an engaging atmosphere for students.
ImmuCell is a company focused on enhancing the health and productivity of cattle within the dairy and beef industries. It operates primarily in two segments: the Scours segment, which produces and sells First Defense®, a leading product designed to prevent scours in newborn calves, and the Mastitis segment, which develops and commercializes Re-Tain, a treatment for subclinical mastitis in lactating dairy cows. Both products are regulated by U.S. government agencies, with First Defense under the jurisdiction of the USDA and Re-Tain under the FDA. ImmuCell's commitment to innovation is reflected in its dedicated team, which is involved in the development, manufacturing, and marketing of these health-focused products.
Conifer Realty LLC is a real estate company based in Rochester, New York, specializing in the development, construction, ownership, and management of affordable housing communities. Since its establishment in 1975, the company has developed or acquired over 250 properties comprising more than 19,000 units. Currently, Conifer manages over 13,500 apartment units across New York, New Jersey, Pennsylvania, Maryland, and Ohio. The company provides a comprehensive range of services, including in-house development, construction, management, marketing, legal, finance, accounting, and tax credit compliance. Conifer Realty is dedicated to offering high-quality long-term housing solutions tailored to meet the needs and affordability of its residents.
Albert Fried & Company established itself as a Specialist Firm on the New York Stock Exchange while Wall Street.
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.
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.
Markley Group is New England’s largest and longest operating multi-tenant, mission-critical telecommunications and data center facility. The company’s flagship facility, located at One Summer Street in Boston, boasts 920,000 square feet of highly-secured white and mechanical space, and houses companies from across the globe, including all major telecommunications companies and industry-leading financial, healthcare, academic, government, entertainment, science and technology firms. Markley Group also owns and operates a 352,000 square foot mission-critical data center facility in Lowell, Mass. The carrier-neutral facility at One Summer Street enables access to more than 80 independent network providers and 12 utility feeds from multiple substations for uninterrupted, reliable power and service, making it the intersection of all major fiber routes in New England. Featuring eight points of entry for fiber optics, One Summer Street is the centralized location to which any and all backbone networks can be delivered with unmatched performance, low latency and low costs. In addition to delivering the most robust data center infrastructure in the region, Markley Group also operates a multi-site elastic cloud that allows clients to scale resources by paying only for what they use and has partnered with EMC to be one of the first cloud providers to offer Elastic Cloud Storage (ECS) for object storage. Markley Group’s One Summer Street also houses the Boston Internet Exchange which allows clients the ability to choose and connect to multiple and diverse networks, and is the ultimate hub for creating and developing IP peering partner relationships. Both One Summer Street and Markley Group’s Lowell facility are maintained by on-staff operating engineers, technicians and support staff, on site 24/7/365. Markley Group’s leading services are proven by its unparalleled performance and reliability, having never experienced a primary power outage throughout its more than 15 years of operation. Markley Group’s team of professionals are always available to assist with your needs, whether it’s building a private, fully customizable data center suite or constructing a cloud computing platform.
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets from Washington, D.C. to Boston. The company's portfolio includes 54 properties, encompassing approximately 8.2 million square feet of gross leasable area. Cedar Realty Trust generates its revenue primarily from rents and operating expense reimbursements received through long-term leases with tenants. The focus on grocery-anchored centers positions the company to cater to essential retail needs in densely populated areas, contributing to its long-term value creation strategy.
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets from Washington, D.C. to Boston. The company's portfolio includes 54 properties, encompassing approximately 8.2 million square feet of gross leasable area. Cedar Realty Trust generates its revenue primarily from rents and operating expense reimbursements received through long-term leases with tenants. The focus on grocery-anchored centers positions the company to cater to essential retail needs in densely populated areas, contributing to its long-term value creation strategy.
Private Equity Round in 2013
Seven Generations Energy develops oil and natural gas properties in Canada, with a primary focus on non-conventional resource plays. The company is notably involved in the Kakwa River project, which spans approximately 528,000 net acres in northwest Alberta. Founded in 2001 and headquartered in Calgary, Seven Generations utilizes advanced techniques, including long-reach and horizontal drilling, to optimize the extraction of natural gas, condensate, and natural gas liquids. Alongside its drilling operations, the company owns several gathering lines and processing facilities, relying on a skilled team to effectively identify and develop resource opportunities.
The South Financial Group is a bank holding company focused on serving small businesses, middle market companies, and retail customers in the Carolinas and Florida. At March 31, 2010, it had approximately $12.4 billion in total assets and 176 branch offices. TSFG operates Carolina First Bank, which conducts banking operations in North Carolina and South Carolina (as Carolina First Bank), and in Florida (as Mercantile Bank). At March 31, 2010, approximately 44% of TSFG’s total customer deposits were in South Carolina, 45% were in Florida, and 11% were in North Carolina. Investor information is available at www.thesouthgroup.com.