SunTrust Bank

SunTrust Bank, headquartered in Atlanta, Georgia, was a prominent financial services provider in the United States, offering a wide range of services to consumers, businesses, and institutions. The bank operated through two main segments: Consumer and Wholesale. The Consumer segment provided products such as deposits, personal and auto loans, credit cards, and mortgage services, alongside investment advisory and trust services. The Wholesale segment focused on capital

Gregory Brouillette

Senior Vice President

Christopher Chase

President, Palm Beach and Treasure Coast

Peter Lee

Senior Vice President

William Palmer

Associate

James Wells III

COO, President, CEO and Executive Chairman

36 past transactions

New Regency Productions

Debt Financing in 2020
Owner and operator of a film production company. The company's services include production of movies and TV serials of different genre including comedy, sci-fi, thriller, romantic and classics, enabling entertainment lovers to watch good movies and TV serials.

3DE National

Grant in 2019
3DE by Junior Achievement is dedicated to expanding economic opportunity and economic mobility by re-engineering high school education to improve student engagement, accelerate academic outcomes, and develop competencies to excel in the future of work. 3DE schools are developed and sustained through joint venture partnerships with school districts, 3DE by Junior Achievement and the broader business community. 3DE launched in Atlanta in 2015 and by 2024 aims to expand to 55 schools serving nearly 20,000 students.
YMCA of East Tennessee help make your life & their community.
A nonprofit, full-service credit counseling agency, providing financial guidance and debt management

DrFirst

Debt Financing in 2019
DrFirst is a software solution provider focused on enhancing healthcare delivery for physicians and other healthcare providers. The company offers a range of services, including HIPAA secure messaging, e-prescribing, electronic health records (EHR), and hospital medication reconciliation. DrFirst's software is designed to serve pharmacies, hospitals, and post-acute care facilities by providing real-time access to patient data. This facilitates improved communication and collaboration among caregivers, thereby enhancing the clinical view of patients and supporting better health outcomes.

Ionic Security

Series E in 2019
Ionic Security, a data security platform, provides access control, intellectual property monitoring, data encryption, and policy management. Ionic Security (formerly Social Fortress) enables the use of cloud services by protecting sensitive data anywhere it travels and wherever it resides, whether on the corporate network, in the cloud or on mobile devices. The first unified data security platform of its kind, Ionic Security takes a comprehensive approach to secure data in today’s borderless enterprise by providing access control, intellectual property monitoring, data encryption, and policy management, without proxies or gateways or changes in user behavior. The company is headquartered in Atlanta, Georgia, and is backed by leading venture firms such as Kleiner Perkins Caufield & Byers, Google Ventures, TechOperators, and ff VC as well as industry experts Christopher Klaus, Ken Levine, Phil Dunkelberger, and Dr. Paul Judge.

Finxact

Private Equity Round in 2019
Finxact is innovating the first enterprise class public cloud/private data Core-as-a-Service platform with a completely open banking API. The Finxact Core will allow banks to seamlessly deliver new services for today’s omni-channel consumer. The Finxact team has been at the forefront of banking software for 35+ years, revolutionizing the industry in the 1990s with the first real-time core banking solutions for Internet banks, and is now creating a new cloud-based core banking solution for today’s real-time, digital-first world. Learn more at www.Finxact.com.

Jam City

Venture Round in 2019
Jam City, Inc. develops mobile games. Jam City, Inc. was formerly known as SGN Games, Inc. and changed its name to Jam City, Inc. in September 2016. The company was founded in 2007 and is based in Culver City, California with studios in Los Angeles, Seattle, San Francisco, San Diego, and Buenos Aires; and a subsidiary in Toronto, Canada.

WaterBridge Resources

Debt Financing in 2018
WaterBridge Resources is a midstream development company that specializes in the management of water infrastructure for the oil and gas industry. The company focuses on developing, acquiring, and operating essential services such as flowback and produced water infrastructure, which includes gathering systems, pipeline networks, separation facilities, and disposal solutions. Founded by Stephen Johnson and Andy Stephens in collaboration with Five Point Capital Partners, WaterBridge aims to address water management challenges faced by producers across North America. By leveraging advanced technologies and methodologies, including seismic-while-drilling procedures, the company seeks to enhance operational efficiency and reduce costs for its clients, ultimately maximizing their return on investment.

Fundation

Debt Financing in 2018
Fundation Group LLC is a digital credit lending platform based in Reston, Virginia, that connects financial institutions with small businesses to facilitate access to working and growth capital. Founded in 2011, the company partners with a variety of banks and B2B vendors to enhance the credit delivery process through technology and advanced analytics. Fundation offers a range of services, including outsourced lending, referral programs, and point-of-sale financing solutions. Its platform is designed to simplify the borrowing experience and streamline loan and deposit origination workflows for small and medium-sized businesses. By focusing on innovation, Fundation aims to empower its partners to better serve their small business clients, thereby strengthening the small business economy.

Terressentia

Debt Financing in 2018
Terressentia Corporation specializes in the distillation of spirits, including vodka, rum, and whisky, catering to a diverse clientele that includes retailers, brand owners, and hospitality establishments. Founded in 2007 and headquartered in Ladson, South Carolina, the company employs its proprietary TerrePURE technology, a natural process designed to significantly reduce unwanted congeners, resulting in smoother and more refined spirits. This innovative method surpasses traditional techniques such as filtration and barrel aging by effectively removing harsh-tasting alcohols and free radicals while enhancing the overall taste profile of the spirits. Terressentia’s offerings encompass bulk spirits as well as private label and private brand products, positioning the company as a leader in premium distilled spirits production.

Greenlight

Series A in 2018
Greenlight Financial Technology, Inc. is a financial services company that provides debit card solutions specifically designed for children, enabling parents to cultivate financial literacy in their kids. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight offers a mobile application that allows parents to manage their children's spending by selecting specific stores where the Greenlight debit card can be used. The platform features patent-pending technology that empowers parents to monitor spending habits, freeze cards if lost, receive instant alerts, and automate allowances. This approach not only promotes responsible spending but also facilitates teachable moments around earning, saving, and giving.

Bluevine

Debt Financing in 2017
BlueVine Capital Inc. is a financial technology company based in Redwood City, California, that specializes in providing working capital solutions to small businesses in the United States. Founded in 2013, BlueVine offers a variety of financial products including lines of credit, term loans, and invoice factoring, aimed at addressing the diverse financial needs of small and medium-sized enterprises. The company has developed an advanced online platform that enables business owners to access financing quickly and easily, featuring fast approvals and a user-friendly dashboard. Since its inception, BlueVine has facilitated nearly $2 billion in financing, helping businesses manage their cash flow challenges effectively. In addition to its financial products, BlueVine also offers a Business Checking Account to further support small business owners.

REPAY

Debt Financing in 2017
Repay Holdings Corporation specializes in integrated payment processing solutions tailored for various industry-specific markets. The company facilitates electronic payment methods, including credit and debit card processing, automated clearing house transactions, and instant funding, primarily serving customers in personal and automotive loans, receivables management, and business-to-business sectors. Founded in 2006 and headquartered in Atlanta, Georgia, Repay sells its solutions through a network of direct sales representatives and software integration partners. With a focus on sales, risk mitigation, and merchant support, the company has experienced rapid growth and recognition within the consumer finance industry. In addition to its Atlanta headquarters, Repay operates in Chattanooga, Chicago, Fort Worth, and has a technical team based in Phoenix.

Annapurna Pictures

Debt Financing in 2017
Annapurna Pictures is a film production and finance company that serves as a one-stop shop for filmmakers. It has provided the film industry with a critical improvement of mature, adult dramas in recent years.

Related Group

Debt Financing in 2017
Established in 1979, Related Group is a developer of sophisticated metropolitan living and one of the country’s largest real estate conglomerates. Its innovative residential developments, that reach cross-market sectors, have dramatically altered South Florida’s urban landscape. Since its inception, the privately held company has built, rehabilitated, and managed more than 90,000 condominium and apartment residences. Related Group has earned international status for its visionary designs and development of luxury condominiums, market-rate rentals, mixed-use centers, and affordable properties – often in emerging neighborhoods that enhance the lives of all its residents.

Pillar Financial

Acquisition in 2016
Pillar Financial LLC provides financing solutions for affordable and market-rate multifamily real estate, as well as healthcare properties in the United States. It offers Fannie Mae solutions, including standard delegated underwriter and servicing mortgage options for financing conventional market-rate apartment properties; multifamily financing solutions.

Credibly

Debt Financing in 2016
Credibly is a Fintech platform based in Troy, Michigan, that focuses on providing financial solutions for small and medium-sized businesses (SMBs). Established in 2010, Credibly leverages data science and technology to enhance customer experience and streamline the lending process. The platform offers a variety of financing products tailored to different stages of business development and credit profiles, including working capital loans and merchant cash advances. These options are particularly beneficial for borrowers with lower credit scores, ensuring that a wide array of businesses can access the funding they need to grow and thrive.

The Richman Group

Venture Round in 2015
The Richman Group has established itself as one of the largest residential property owners in the United States over the past 25 years. With a presence in 15 regional offices across the country, the company serves communities in 49 states, Washington D.C., Puerto Rico, the Virgin Islands, and Guam. The Richman Group engages in various activities, including development, equity investment, mortgage financing, asset management, and property management. This diverse range of services allows the company to cater to both the luxury rental apartment market and the affordable housing sector, demonstrating its commitment to meeting the varied needs of residents across different communities.

IronPlanet

Debt Financing in 2015
IronPlanet is an online marketplace for selling and buying used equipment and other durable assets. IronPlanet connects buyers and sellers of used equipment. It has built a database of more than 3.3 million registered users worldwide. IronPlanet connects buyers and sellers of used equipment with its exclusive IronClad Assurance equipment condition certification and family of brands, including IronPlanet, GovPlanet, TruckPlanet, Kruse Energy and Equipment AuctioneersSM, and Asset Appraisal ServicesSM. Since 2000, IronPlanet has built a database of more than 1.4 million registered users worldwide. It was formerly known as IronPlanet.com and changed its name to IronPlanet in November 2009. The company was founded in 1999 and is headquartered in Pleasanton, California.

DrFirst

Debt Financing in 2015
DrFirst is a software solution provider focused on enhancing healthcare delivery for physicians and other healthcare providers. The company offers a range of services, including HIPAA secure messaging, e-prescribing, electronic health records (EHR), and hospital medication reconciliation. DrFirst's software is designed to serve pharmacies, hospitals, and post-acute care facilities by providing real-time access to patient data. This facilitates improved communication and collaboration among caregivers, thereby enhancing the clinical view of patients and supporting better health outcomes.

Wave

Debt Financing in 2015
Wave is a leading provider of video, internet and phone services on the West Coast, serving customers in communities in Washington, Oregon, and California. Wave, founded in 2003, is part of WaveDivision Holdings, LLC, which currently serves over 455,000 residential and business customers in Washington, Oregon, Sacramento, and the San Francisco Bay Area. WaveDivision Holdings is headquartered in Kirkland, Washington. Owned and operated by local industry leaders, WaveDivision Holdings supports its customers with decades of cable know-how. Its mission is to provide 100% of its cable systems with the latest technologies and upgrades including high-speed internet, digital cable, home phone service, international programming, DVR, HDTV, and TV On Demand services.

Prosper

Series D in 2015
Prosper Funding LLC operates a peer-to-peer online credit marketplace that connects borrowers seeking personal loans with individual and institutional investors willing to fund those loans. Established in 2005 and headquartered in San Francisco, California, Prosper's platform offers a transparent environment for financial transactions, allowing borrowers to access fixed-rate, unsecured loans without hidden fees or prepayment penalties. The marketplace is accessible to investors in 31 states and to borrowers in 48 states, including the District of Columbia. By utilizing a data-driven underwriting model, Prosper enables investors to achieve solid returns while facilitating affordable loan options for consumers.

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

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.

Vantage Data Centers

Debt Financing in 2014
Vantage Data Centers develops and manages wholesale data centers, specializing in custom build-to-suit solutions, powered shells, and turnkey offerings. Headquartered in Santa Clara, California, with an additional facility in Quincy, Washington, the company aims to provide highly efficient and customizable data center designs that cater to the specific needs of its clients, including Fortune 100 companies across various sectors. Vantage's services encompass move-in management, data center operations, and facilities management, allowing clients to optimize their operational expenses and infrastructure integration. The company distinguishes itself by offering unprecedented customization in electrical and mechanical designs, along with dedicated substations to ensure optimal power supply and efficiency. This strategic approach enables tenants to enhance their performance metrics, including capital and operating efficiency, while facilitating seamless growth within their existing spaces. Vantage Data Centers is committed to expanding its presence in additional regions across the United States.

Momentive

Debt Financing in 2013
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in San Mateo, California. It specializes in providing cloud-based software solutions for gathering and analyzing feedback through online surveys. Momentive's platform allows organizations to engage with customers, employees, and markets, facilitating the collection of insights that drive business success. With a workforce of over 750 employees, the company supports more than 16 million active users globally. Momentive offers a range of products, from free customizable surveys to advanced paid solutions that include data analysis and bias elimination tools. The firm aims to empower individuals and organizations to measure, benchmark, and act on the opinions that influence their performance. Founded in 1999, Momentive has redefined how organizations approach feedback and insights, making it easier for them to understand and respond to the opinions that matter most.

FirstAgain

Acquisition in 2012
FirstAgain offers online consumer lending services. The company offers AnythingLoan, a paperless consumer and personal loan. The company provides car, refinance, home improvement, timeshare and vacation ownership, education, and fractional loans. It also provides boat and aircraft, medical and dental, and adoption and in vitro fertilization finance.

CSI Capital Management

Acquisition in 2011
CSI Capital Management provides personal finance, estate planning, and tax planning services to its clients. It primarily provides its services to high net-worth individuals. The firm also caters to investment companies, pension and profit sharing plans, charitable organizations, and corporations.

CyrusOne

Debt Financing in 2009
CyrusOne provides information technology (IT) infrastructure and services in North America and Europe. It offers data center, managed hosting, colocation, and managed IT services. The company also provides IT infrastructure consulting services, including network design and performance, network security, and fault and performance management services, as well as change control management services. It serves financial services, energy, medical, technology, legal, and call center industries. The company was founded in 2000 and is headquartered in Houston, Texas.

Tricycle

Debt Financing in 2007
Tricycle, Inc. provides software tools for carpet sampling and design applications. It offers Tryk, a sampling software tool for carpet specification process; and a suite of design software for carpets and fabrics. The company serves commercial interiors manufacturers, interior designers, architects, and the carpet industry. Tricycle, Inc. was founded in 2002 and is based in Chattanooga, Tennessee. As of October 12, 2017, Tricycle, Inc. operates as a subsidiary of Shaw Industries Group, Inc.

Lighthouse Investment Advisors

Acquisition in 2003
Lighthouse Investment Advisors provides investment advice, portfolio management, performance monitoring, and financial planning to individuals, companies, trustees, and administrators. They are a registered investment advisor, not a brokerage firm or dealer of securities, so They don't accept any commissions, referral fees or sales charges. Their fees for advisory and management services are based on assets under management, not transactions. This means that Their advice to you remains completely objective, unbiased, and free of conflicts. Their focus is exclusively on serving you and your investment needs.

TriVirix International

Series D in 2002
TriVirix International is a U.S.-based company that manufactures and designs electro-mechanical, medical, diagnostic, analytical, and life-science devices. The company provides its clients with ribo printers, point-of-care blood testing analyzers, volumetric infusion pumps, and vital sign or conscious sedation monitors. TriVirix International is headquartered in Milaca, Minnesota.

Asset Management Advisors

Acquisition in 2001
Asset Management Advisors is a specialized wealth management firm.

Crestar Financial Corporation

Acquisition in 1998
Crestar Financial Corporation is the holding company for Crestar Bank.

Equitable Securities Corp.

Acquisition in 1997
Equitable Securities Corp. is an investment banking, securities brokerage and investment advisory firm.
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