Opus Bank

Opus Equity Partners works with successful companies and entrepreneurial owners and executives who believe in their company’s potential for additional value creation but require the support of a flexible and sophisticated equity partner. Opus Equity Partners is unique in its ability to leverage the Merchant Bank, including both the Investment Banking and Corporate Finance groups, to provide a one-stop debt, equity, and advisory solution to its clients. We believe that not all equity capital is created equally, and we differentiate ourselves by working with business owners of lower middle companies to provide a customized solution for each individual equity investment. We assist business owners in unlocking a company’s potential and creating a platform for expansion without compromising the core values of the company. In all of our investments and partnerships, we value the owner’s personal commitment to the long-term viability, vitality and success of their company and employees.

Geoffrey Coar

Senior MD and Head of Business Development

Curtis A. Glovier

Senior MD

Kevin Hopkins

VP

Nathaniel Kewish

Associate

Kevin Thompson

EVP and CFO

Brett Villaume

SVP and Director, Investor Relations

14 past transactions

3VR

Venture Round in 2015
3VR provides video business intelligence solutions for real-time security and customer insights enabling organizations to protect employees, customers, and assets as well as improve store operations and shopping experiences. 3VR products include hybrid network video recorders, video management and investigation software, comprehensive reports, and a robust suite of video analytics and APIs. 3VR is one of the fastest-growing US.-based private companies, according to Inc. magazine, and is the standard for hundreds of global customers in Banking, Retail, Government, Infrastructure, and Hospitality.

Four Foods Group (FFG)

Venture Round in 2016
Four Foods Group (“FFG”) is a restaurant development, investment, operations and management company with 40 restaurant locations and an additional 5 in development. FFG has ranked among Inc. magazine’s 500/5000 Fastest Growing Companies in America for five consecutive years, and as a Utah Fast 50, MWCN Top 100 and BusinessQ fastest growing company for the past 5 years. The company currently employs over 1,800 employees in a four state territory and plans on surpassing 2,000 employees by the end of 2016. Their restaurants rank among the Technomic Top 150 Fast Casual Restaurants. Four Foods Group currently has a development agreement in place with a regional brand, Kneaders Bakery & Café (“Kneaders”), which provides the company with exclusive development and territory rights in 15 states.

Healthfirst financial

Debt Financing in 2017
HealthFirst Financial, LLC offers financing solutions for patients to access healthcare services. The company was founded in 2001 and is headquartered in Vancouver, Washington. As of May 15, 2018, HealthFirst Financial, LLC operates as a subsidiary of AccessOne MedCard, Inc.

Destination Pet

Debt Financing in 2017
Destination Pet is a leading provider of a broad array of pet care services. They focused on the acquisition and buildout of top-quality pet facilities to provide pet owners with superior care by utilizing a one-stop location that includes boarding, daycare, grooming, training, and veterinary services. Opus Equity Partners will partner with an experienced team led by Shane Kelly, an executive with several decades of pet care and veterinary experience, to carry out a national expansion strategy.

Destination Pet

Private Equity Round in 2017
Destination Pet is a leading provider of a broad array of pet care services. They focused on the acquisition and buildout of top-quality pet facilities to provide pet owners with superior care by utilizing a one-stop location that includes boarding, daycare, grooming, training, and veterinary services. Opus Equity Partners will partner with an experienced team led by Shane Kelly, an executive with several decades of pet care and veterinary experience, to carry out a national expansion strategy.

Beamreach

Debt Financing in 2015
Beamreach Solar is developing high-efficiency, low-cost, crystalline silicon solar cells and modules for photovoltaic (PV) electricity generation.

PENSCO Trust Company

Acquisition in 2016
Pacific Premier Trust is an alternative asset custodian, with decades of expertise in holding private equity, real estate, and notes. Pacific Premier Trust is headquartered in Irvine, California.

Sphere 3d

Post in 2016
Sphere 3D Corp. (NASDAQ: ANY) delivers virtualization technology and data management solutions that enable workload-optimized solutions. We achieve this through a combination of virtual applications, virtual desktops, virtual storage and physical hyper-converged platforms. Sphere 3D’s value proposition is simple and direct — we allow organizations to deploy a combination of public, private or hybrid cloud strategies, while backing them up with state of the art storage solutions at an affordable price. Sphere 3D, along with its wholly-owned subsidiaries Overland Storage and Tandberg Data, has a strong portfolio of brands including Glassware 2.0™, SnapCLOUD™, SnapScale®, SnapServer®, V3, RDX®, and NEO®.

PENSCO Services, LLC

Merger/Acquisition in 2016
PENSCO Services, LLC was incorporated in 2011 and is based in San Francisco, California. PENSCO Services, LLC operates as a subsidiary of Opus Bank.

Destination Pet

Private Equity Round in 2017
Destination Pet is a leading provider of a broad array of pet care services. They focused on the acquisition and buildout of top-quality pet facilities to provide pet owners with superior care by utilizing a one-stop location that includes boarding, daycare, grooming, training, and veterinary services. Opus Equity Partners will partner with an experienced team led by Shane Kelly, an executive with several decades of pet care and veterinary experience, to carry out a national expansion strategy.

The Trade Desk

Debt Financing in 2014
The Trade Desk is a technology company that empowers buyers of advertising. The Trade Desk provides a self-service platform that enables ad buyers to manage data-driven digital advertising campaigns using their own teams across various advertising formats, including display, video, and social, and on a multitude of devices, including computers, mobile devices, and connected TV. Headquartered in Ventura, Calif., The Trade Desk has offices across the United States, Europe, and Asia.

That’s It Nutrition

Private Equity Round in 2017
That’s it. ® was founded to improve the quality of life of children and adults worldwide by making fruit and its benefits accessible to people everywhere. Through education, focused research, sustainability and ethical practices, That’s it's. ® mission is to provide products to improve, protect and restore the body. Our products focus on fruit and delivers unprecedented taste, texture and cleanliness of ingredients listed on the product label. That’s It. ® grew from the idea that nature knows best. We agree. We believe that adding a bunch of extra stuff to natural fruit only takes away from the purity and balance that nature intended.

DigitalOcean

Debt Financing in 2016
DigitalOcean is an IaaS company that delivers the fastest and easiest way for developers and businesses to deploy and scale any application in the cloud. With a laser focus on simplifying the end-user experience, DigitalOcean accelerates software development so developers spend more time building features and less time managing their infrastructure. With more than 750,000 registered customers and over 40,000 teams, DigitalOcean has become the second largest and fastest growing cloud computing platform in the world.