Wells Fargo

Founded in 1852, Wells Fargo is a diversified financial services company headquartered in San Francisco, California. It provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions worldwide.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman MD

Managing Director, Healthcare

Manpreet Bagga

Vice President

Duane Bouligny

Managing Director

Mike Brady

CTO

Douglas Braunstein JD

Vice Chairman

Keith Cable

Managing Director, Diversified Industries

Chris Carter

Managing Director, Diversified Industries

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Principal Technology Investments

Inessa Even

Managing Director, Principal Technology Investments

Richard Gan

Managing Director and Head of Diversified Industries

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

John Hukari

Managing Director and COO

Ellen Koebler

Chief Credit Officer and Executive Vice President

Robyn Luhning

Chief Sustainability Officer

Michael Nepveux

Managing Director, Diversified Industries

Matthew Raubacher

MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)

Thomas Richardson

Group Managing Director

Fernando Rivas

CEO of Corporate and Investment Banking

John Ryan

Managing Director and Head of Healthcare Investments

Daniel Tompkins

Senior Financial Advisor and Senior Vice President-Investments

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Mikhail Zhukov

Managing Director, Diversified Industries

Tim Rafalovich Ph.D

Managing Director and Head of Fund Investing

273 past transactions

MGP Ingredients

Post in 2025
MGP Ingredients is a producer and supplier of premium distilled spirits and specialty wheat proteins and starches. The company partners with both small startups and large brands in the food science industry to innovate and create high-quality products, including whiskeys, ryes, bourbons, gins, and vodkas. MGP operates in three main segments: Distillery Solutions, Branded Spirits, and Ingredient Solutions. The Distillery Solutions segment focuses on providing distillery co-products such as distillers feed, fuel-grade alcohol, and corn oil, along with warehouse services for barrel storage and retrieval. A significant portion of MGP's revenue is generated from this segment, underscoring its role as a key player in the distilled spirits market.

Chomps

Debt Financing in 2025
Chomps is a producer of healthy meat-snacking alternatives, specializing in grass-fed meat sticks made from sustainably sourced proteins, including beef, venison, and turkey. The company emphasizes quality by offering snacks that are free from hormones, antibiotics, and added sugars, catering to health-conscious consumers. By focusing on sustainable sourcing and nutritional value, Chomps provides a range of meat snacks that align with modern dietary preferences.

Segro

Post in 2025
SEGRO is a UK-based Real Estate Investment Trust (REIT) specializing in the ownership, management, and development of modern warehouses and light industrial properties. Established in 1920 and headquartered in London, the company manages approximately 7 million square metres of space valued at over £10 billion. SEGRO's portfolio serves a diverse range of industries and is strategically located in and around major cities and key transportation hubs across the UK and nine other European countries. The firm was founded by Percival Perry and Noel Mobbs, and it continues to focus on meeting the evolving needs of its customers in the logistics and industrial sectors.

Newmark

Post in 2025
Founded in 1929, Newmark is a global commercial real estate advisory firm headquartered in New York City. It offers a wide range of services including leasing advisory, investment sales, capital markets, property management, valuation, debt-equity financing, and structured finance, serving clients across various sectors such as retail, industrials, logistics, healthcare, and financial services.

White Oak Commercial Finance

Debt Financing in 2025
White Oak Commercial Finance offers tailored financing solutions to middle-market companies, focusing on those with strong management and promising ideas. Their services include asset-based lending, invoice discounting, supply chain financing, and trade credit risk management, aiming to support businesses that contribute positively to the global economy.

HF Foods Group

Post in 2025
HF Foods Group specializes in wholesale foodservice distribution, focusing on Asian restaurants across the Southeast, Pacific, and Mountain West regions of the United States. It offers a wide range of products, including fresh produce, seafood, frozen foods, packaging materials, and other items, serving approximately 10,000 Asian restaurants through its network of 14 distribution centers.

Calavo Growers

Post in 2025
Founded in 1924, Calavo Growers is a global leader in the procurement, marketing, and distribution of fresh avocados and other produce. It also manufactures prepared avocado products and salsas, along with fresh-cut fruits and vegetables, salads, sandwiches, and ready-to-heat entrees under its Renaissance Food Group segment.

Tishman Speyer

Debt Financing in 2025
Tishman Speyer is a global real estate developer, owner, and investor with a diversified portfolio of residential, commercial, and mixed-use properties in major cities worldwide. The company develops high-quality assets, actively owns and manages properties, and pursues efficient operations to support tenant satisfaction. It works with a broad base of global investors, including institutions, private equity firms, and individuals, to fund acquisitions and development beyond its existing holdings. Through a long-term ownership model, Tishman Speyer seeks to create value by delivering assets with strong performance and enduring appeal across diverse markets.

Cader Holdings

Post in 2024
Cader Holdings is a global provider of safety and survivability products, specializing in equipment designed for first responders, federal agencies, and the outdoor and personal protection markets. The company develops a diverse range of critical safety gear that enables users to perform their duties safely and effectively in hazardous situations. Cader Holdings operates through two main segments: Products and Distribution, ensuring a comprehensive approach to delivering essential protection equipment.

AAON

Post in 2024
AAON is a manufacturer of heating, ventilation, and air conditioning equipment. It specializes in rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, and other HVAC systems. The company focuses on providing energy-efficient solutions, including LED lighting fixtures.

Producers Midstream

Debt Financing in 2024
Producers Midstream is a recently established company specializing in comprehensive midstream services for oil and gas producers across the United States. Its offerings include infield gathering and compression infrastructure, gas processing and treating facilities, transmission and marketing services, and liquid handling and storage solutions. By providing these services, Producers Midstream enables upstream operators to concentrate on exploration and strategic acquisitions, particularly in high-growth basins like Texas, Oklahoma, and New Mexico.

Paul Quinn College

Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.

Hilton Grand Vacations

Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.

Tishman Speyer

Debt Financing in 2024
Tishman Speyer is a global real estate developer, owner, and investor with a diversified portfolio of residential, commercial, and mixed-use properties in major cities worldwide. The company develops high-quality assets, actively owns and manages properties, and pursues efficient operations to support tenant satisfaction. It works with a broad base of global investors, including institutions, private equity firms, and individuals, to fund acquisitions and development beyond its existing holdings. Through a long-term ownership model, Tishman Speyer seeks to create value by delivering assets with strong performance and enduring appeal across diverse markets.

Opportunity Finance Network

Grant in 2024
Founded in 1986, Opportunity Finance Network is a Philadelphia-based economic development agency that serves as a national network of community development financial institutions (CDFIs). These mission-driven institutions invest in opportunities benefiting low-income and disadvantaged communities across America.

Canal Road Group

Debt Financing in 2024
Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.

CoreWeave

Debt Financing in 2024
CoreWeave develops a cloud infrastructure platform specializing in GPU-powered computing for blockchain initiatives. Its platform offers efficient scaling, tailored compute resources, and automated management tools to support advanced AI infrastructure.

OpenAI

Debt Financing in 2024
OpenAI is an AI research and deployment company that develops general-purpose artificial intelligence technologies and applies them to real-world problems. It conducts machine learning research and builds systems such as large-scale language models, multimodal input handling, and code generation to support automation, data analysis, content generation, and interactive problem solving across industries including technology, healthcare, and education. The organization offers platforms and APIs that enable enterprises, developers, and researchers to build, test, and deploy intelligent systems, with plug-in extensibility and ongoing model updates to improve performance and safety.

Versana

Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Setpoint.io

Series B in 2024
Setpoint is building trust in our credit system. An operating system for capital markets functions that drives capital and operational efficiency, while offering peace-of-mind to Capital Providers. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders.

Nexus Select Trust

Post in 2024
Nexus Select Trust is a Real Estate Investment Trust (REIT) focused on owning and investing in income-generating real estate and related assets in India. The Trust operates in accordance with REIT regulations and its Trust Deed, aiming to create value through its real estate portfolio. Additionally, Nexus Select Trust has developed various solar and hybrid power facilities with a combined capacity of nearly 43 MW, contributing to a significant reduction in carbon dioxide emissions. This commitment to sustainability reflects the Trust's broader objectives of responsible investment and environmental stewardship.

Hudson’s Bay Company

Post in 2024
Hudson's Bay Company (HBC), founded in 1670, is the oldest company in North America and has evolved into one of the fastest-growing department store retailers globally. The company operates a diverse portfolio of eight retail banners, which include Hudson’s Bay, Lord & Taylor, Saks Fifth Avenue, and Saks OFF 5TH in North America, as well as GALERIA Kaufhof and Galeria INNO in Europe. With over 460 stores and approximately 65,000 employees worldwide, HBC caters to various market segments, offering luxury, better department store, and off-price formats. The recent acquisition of GALERIA Kaufhof Group has further strengthened its European presence. HBC also has substantial investments in real estate joint ventures, collaborating with Simon Property Group in the HBS Global Properties Joint Venture and partnering with RioCan Real Estate Investment Trust in Canada. This strategic focus on enhancing store performance, expanding all-channel offerings, and leveraging real estate assets underlines HBC's growth strategy.

ExchangeRight

Debt Financing in 2024
ExchangeRight is a vertically integrated real estate investment firm that provides real estate investments that target secure capital, stable income, and strategic exits to protect and grow wealth. The firm strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate successfully in the necessity-based retail and healthcare industries. It was founded in 2012 and headquartered in Pasadena, California.

Group 1 Automotive

Post in 2024
Group 1 Automotive operates approximately 100 dealerships across the US and UK, offering new and used vehicles from over 30 brands. They also provide financing services, maintenance, repairs, and sell replacement parts.

P97 Networks

Debt Financing in 2024
P97 Networks provides cloud-based mobile commerce and digital marketing solutions for the convenience retail and fuels marketing industry through its PetroZone platform. The platform enables mobile shopping experiences, access to lower fuel prices, and opt-in personalized digital offers for in-store purchases, connecting consumers with fueling merchants and convenience stores across a broad partner ecosystem that includes oil company payment networks, merchants, consumer goods companies, automotive firms, and banks. The company’s technology links millions of mobile devices and connected cars with identity and geolocation services to help operators attract and retain customers. Its mobility platform also includes electric vehicle charging and mobile payment acceptance for daily commuters, serving convenience retailers, utilities, energy companies, and auto manufacturers. The company has strategic partnerships with ZipLine and Phillips 66 and is based in Houston, Texas.

FMX

Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

Vantage Data Centers

Debt Financing in 2024
Vantage Data Centers is a global data center provider that designs, builds, and operates facilities for hyperscale, wholesale, cloud providers, and large enterprises. It offers build-to-suit data centers, powered shells, and turnkey solutions, along with move-in management, data center operations, smart hands, and facilities management services. The company emphasizes high-density, energy-efficient infrastructure and flexible environments that scale with demand, delivering reliability and sustainability. Its global footprint spans North America, Europe, the Middle East and Africa, and Asia Pacific. Headquarters are in Santa Clara, California, with an additional location in Quincy, Washington. Founded in 2010, Vantage serves clients requiring scalable, resilient data center capacity.

Prospera Housing Community Services

Grant in 2024
Prospera Housing Community Services provides affordable housing with support services for individuals and families. ProsperaHCS specialized as a starting point for pursuing goals, fulfilling dreams, restoring spirit, and building self-endurance.

Lumine Group

Post in 2024
Founded in 2022, Lumine Group is a private equity firm based in Mississauga, Canada. The company invests in media, information technology, software, the Internet of Things (IoT), and Software as a Service (SaaS) sectors.

Gambling.com Group

Post in 2024
Gambling.com Group is a leading performance marketing company specializing in the online gambling industry. It operates through its proprietary technology platform, publishing premier branded websites such as Gambling.com and Bookies.com. The company employs over 140 people across offices in Ireland, the United States, and Malta.

Intel Corporation

Post in 2024
Founded in 1968, Intel designs, manufactures, and sells essential technologies for cloud, smart, and connected devices worldwide. Its product portfolio includes platform products like central processing units and chipsets, along with non-platform products such as accelerators, boards and systems, connectivity products, and memory and storage products. Intel serves original equipment manufacturers, original design manufacturers, and cloud service providers.

Aequum Capital

Debt Financing in 2024
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

Arevon Energy

Debt Financing in 2024
Arevon Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.

SmartStop Self Storage

Debt Financing in 2024
SmartStop Self Storage, headquartered in Ladera Ranch, California, specializes in the ownership and operation of self-storage facilities across the United States. It is currently one of the seven largest players in this sector. The company offers a range of storage solutions tailored to diverse needs, including personal storage for households, business storage for commercial clients, office storage, vehicle storage, and student storage.

NorCal SBDC

Grant in 2024
NorCal SBDC is an advisory firm that provides workshops, training, regional programs, finance, restaurant program, and patent services.

Nasdaq Private Market

Series B in 2024
Nasdaq Private Market facilitates trading of private company stocks through its platform. It offers liquidity solutions such as tender offers, auctions, and block trades to companies, employees, shareholders, banks, broker-dealers, and investors. Since inception, it has facilitated over $44 billion in transactional volume.

Milken Institute

Grant in 2024
The Milken Institute is an independent economic think tank and foundation headquartered in Santa Monica, California, with additional offices in Washington, D.C.; Jerusalem, Israel; and Singapore. Established in 1991, the organization focuses on conducting research to develop economic and policy solutions that aim to create jobs, increase access to capital, and improve health outcomes. It provides a range of services, including publications, educational roundtables, forums, financial innovations labs, seminars, and conferences. The Milken Institute operates through contributions, grants, and sponsorships from individuals, corporations, foundations, and government entities, allowing it to address pressing societal challenges and foster economic growth.

SoLa Foundation

Grant in 2024
SoLa Foundation is a charity that offers education, economic mobility, and community development services to improve the lives of residents.

The Jackie Robinson Foundation

Grant in 2024
JRF provides college and graduate school scholarships, mentoring and leadership development opportunities for students of color.

Greenwood Rising

Grant in 2024
Greenwood Rising is a nonprofit organization that focuses on educating people about the race massacre and its impact.

Society for Financial Education & Professional Development

Grant in 2024
Society for Financial Education & Professional Development is a nonprofit organization that delivers financial literacy programs.

Greenwood Cultural Center

Grant in 2024
Greenwood Cultural Center is a nonprofit organization that celebrates and promotes the heritage, history, and legacy of African Americans.

Paul Quinn College

Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.

Wiley College

Grant in 2024
Wiley College, established in 1873 in Marshall, Texas, is a historically black college affiliated with The United Methodist Church. It offers a range of bachelor's degrees in disciplines such as arts, sciences, business administration, and education, along with shorter associate's degree programs aimed at career training and transfer opportunities. The institution is dedicated to educational access, fostering a diverse student body that includes both traditional and non-traditional students. Wiley College emphasizes excellence in its academic offerings, providing a supportive and stimulating environment for students from various backgrounds who are eager to learn and improve their lives.

HBCU CDAC

Grant in 2024
HBCU CDAC is a nonprofit organization dedicated to supporting low-income students through education programs and sponsorship initiatives. It advocates for historically black colleges and minority-serving institutions, fostering community development and economic growth.

Westside Future Fund

Grant in 2024
Westside Future Fund is a non-profit organization that focuses on housing development and renovation of the community.

The Community Foundation

Grant in 2024
The Community Foundation is a non-profit organization that provides grants for literacy, communities, and scholarships.

Enterprise Community Investment

Grant in 2024
Enterprise Community Partners, founded in 1982 and based in Maryland, focuses on creating affordable housing opportunities for low and moderate-income individuals in diverse communities. As a social enterprise, it leverages its extensive knowledge and policy leadership to enhance local affordable housing development through public-private partnerships. The organization collaborates with financial institutions, governments, community organizations, and other stakeholders to provide equity and debt financing at every stage of housing development. Through these efforts, Enterprise Community Partners aims to multiply the impact of its initiatives, making significant strides in addressing housing challenges across the nation.

Operation HOPE

Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.

HomeFree-USA

Grant in 2024
HomeFree-USA is a nonprofit organization specializing in home ownership guidance.

Harmonic

Post in 2023
Harmonic specializes in video delivery solutions, serving broadcast, cable, satellite, internet, mobile, and telco providers globally. With over two decades of experience, they offer IP-based solutions enabling innovative, converged video services accessible anytime on various devices.

RICE

Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.

Penele Retirement

Pre Seed Round in 2023
Penelope builds affordable and easy-to-manage 401(k) retirement plans

Performant Financial

Debt Financing in 2023
Performant Financial specializes in recovery solutions for government obligations, including student loans, taxes, federal debts, and healthcare. They leverage advanced analytics and proprietary data to maximize recovery efforts.

Volante Technologies

Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.

Volante Technologies

Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.

BB Energy

Debt Financing in 2023
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.

Graham Corporation

Post in 2023
Graham Corporation designs and manufactures vacuum and heat transfer equipment for energy markets and process industries. The company serves sectors including energy, defense, chemical, and petrochemical, and provides vacuum systems and heat exchanger technologies that support industrial processing and related applications.

Growth Partners Arizona

Grant in 2023
Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.

Rebuilding Together

Grant in 2023
Rebuilding Together is a nonprofit organization that focuses on repairing homes, revitalizing communities, and rebuilding lives.

Auramet International

Debt Financing in 2023
Auramet International, founded in 2004 and headquartered in Teaneck, New Jersey, operates as a physical merchant bank specializing in the precious metals sector. The company purchases a variety of precious metals, including bullion, doré, concentrate, scrap, sponge, and carbon, from mining firms, refineries, and recycling businesses. Auramet markets these materials to a diverse range of industrial end users, including refineries, vehicle manufacturers, catalyst producers, and bullion banks. In addition to its trading activities, the firm provides financing and advisory services tailored to the mining industry, which encompass working capital facilities, in-process refining facilities, pre-production advances, bridge financing, and pre-export financing. Auramet also has experience in base metal concentrate transactions, such as those involving copper, zinc, and nickel.

Mayville Engineering Company

Post in 2023
Mayville Engineering Company, Inc. is a contract manufacturer based in Mayville, Wisconsin, established in 1945. The company serves a diverse range of markets, including heavy and medium-duty commercial vehicles, construction, powersports, agriculture, and military sectors. Mayville Engineering offers a variety of services, such as prototyping, tooling, production fabrication, coating, and assembly, as well as aftermarket components. In addition to these services, the company manufactures stamped and fabricated metal products and supplies engineered components to original equipment manufacturers. Through its comprehensive manufacturing capabilities, Mayville Engineering supports the needs of various industries across the United States.

FIA Tech

Series A in 2023
FIA Tech operates an online platform that enhances operational efficiency through integrated, cloud-based systems. Its platform offers compliance and reference data solutions, connecting exchanges, brokers, clearers, and clients for end-to-end management of brokerage relationships, payments, settlements, and reconciliations. This enables market participants to reduce risk and mitigate operational costs while meeting regulatory challenges effectively.

Skullcandy

Debt Financing in 2023
Skullcandy designs, markets, and distributes audio products under its brand in the United States and internationally. Its product range includes headphones, earbuds, speakers, sports performance products, women's offerings, and other audio accessories. Skullcandy sells through specialty retailers, consumer electronics stores, sporting goods outlets, mobile phone retailers, big box stores, third-party distributors, and its official websites.

MoCaFi

Series B in 2023
MoCaFi is a provider of a personal finance platform that uses mobile technology and data analytics to improve financial outcomes for underbanked communities. The platform offers check cashing, custom loans, debit cards, financial literacy resources, and data analytics, delivered through a mobile application and a financial card. It enables users to check balances, cash paychecks, and send money securely at no additional cost. The company focuses on economic inclusion by offering affordable, credit-building financial products designed to help clients build credit and manage everyday finances. The solution combines financial services with education to promote healthier financial behaviors and greater financial resilience.

OpenFin

Series D in 2023
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.

Axoni

Venture Round in 2023
Axoni is a technology company specializing in real-time data replication solutions tailored for the financial industry. Established in 2017, it focuses on serving major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms worldwide, with offices located in New York and London. The company's platform facilitates the rapid and reliable deployment of critical financial networks, ensuring automated, real-time data replication among market participants. Additionally, Axoni develops distributed ledger software that integrates traditional financial technologies with blockchain capabilities, enhancing market information, trend analysis, and communication networks. This innovative approach allows financial entities to modernize their systems related to legal records, lifecycle events, and cash flow calculations, thereby improving operational efficiency and data management.

W. P. Carey

Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Versana

Venture Round in 2023
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Hazy

Series A in 2023
Hazy is a data technology company that develops an AI-powered platform for synthetic data and automated data anonymization. The platform enables secure, automatic sharing of datasets while identifying and replacing personally identifiable information in evolving datasets, helping data-centric organizations unlock value from data while meeting privacy requirements. Founded in 2017 and based in London, the company aims to enable data to be shared and used more freely, accelerating AI adoption and enhancing business intelligence while maintaining trust.

Leeward Renewable Energy

Debt Financing in 2023
Leeward Renewable Energy, LLC is a Dallas-based company that specializes in the ownership and operation of renewable energy facilities, primarily wind farms, across North America. Since its incorporation in 2015, Leeward has developed a portfolio of 24 facilities in nine states, boasting more than 2,500 megawatts of installed capacity. The company is actively engaged in expanding its operations by developing new wind, solar, and energy storage projects, with approximately 20 gigawatts of projects in the pipeline. Leeward Renewable Energy emphasizes responsible development and the safe operation of its projects, aiming to provide sustainable energy solutions that promote energy independence and create job opportunities within the communities it serves.

Humana

Post in 2023
Humana is a leading U.S. health and wellness company focused on government-sponsored programs, health insurance, and related services. It serves individuals through private group plans and government programs such as Medicare, Medicaid, and TRICARE, and provides primary care, at-home services, and pharmacy benefit management. The company maintains a network of credentialed providers and facilities and emphasizes a consumer-focused approach centered on choice, engagement, and innovation. Founded in 1964 and headquartered in Louisville, Kentucky, Humana pursues integrated care delivery and wellness initiatives across its diverse business lines.

Dreamscape

Debt Financing in 2023
Dreamscape is a real estate company that specializes in residential, retail, hospitality, entertainment and gaming properties development services.

Soil Health Institute

Grant in 2023
Soil Health Institute is a global non-profit organization to preserve and improves soil vitality and productivity through scientific research and advancement. It equips farmers and other landowners with the knowledge they need to successfully implement regenerative soil health systems that benefit agriculture and society economically and environmentally.

Lightsource BP Renewable Energy Investments

Debt Financing in 2023
Lightsource BP is a global leader in the development, acquisition, and management of large-scale solar energy projects. Specializing in utility-scale solar project development, the company excels in its in-house planning and operational capabilities, allowing it to act as both the owner and manager of its projects. By collaborating with utilities, businesses, local communities, and governments, Lightsource BP addresses the increasing demand for affordable and sustainable energy. The company is committed to delivering competitively-priced, reliable clean energy solutions and aims to deploy at least 8GW of solar capacity worldwide in the coming years. Its focus on solar and smart energy solutions positions Lightsource BP as a significant contributor to the future of global energy delivery.

Realty Income

Post in 2023
Realty Income Corporation, known as The Monthly Dividend Company®, is a publicly traded real estate investment trust (REIT) focused on providing reliable monthly income to its shareholders. The company generates revenue from a diverse portfolio of over 6,500 properties located across 49 states and Puerto Rico, all leased under long-term agreements with various commercial tenants. Realty Income has a notable track record, having declared 604 consecutive monthly dividends over its 51-year operating history and increasing its dividend 108 times since becoming public in 1994. The firm is recognized as a member of the S&P 500 Dividend Aristocrats index, underscoring its commitment to consistent dividend payouts.

Array Behavioral Care

Series C in 2023
Array Behavioral Care is a telepsychiatry service provider dedicated to enhancing access to quality behavioral health care through innovative technology applications. Established in 1999 by Geoffrey Boyce in New Jersey, the company offers a range of services including assessment, screening, diagnosis, consultations, and medication management. These services are delivered across various settings, from hospitals to homes, through divisions such as OnDemand Care, Scheduled Care, and AtHome Care. Array Behavioral Care aims to make mental health services convenient, affordable, and readily accessible for patients.

Greenwood

Series B in 2022
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.

HomeZada

Grant in 2022
HomeZada operates a digital platform that helps homeowners manage various aspects of their homes throughout the ownership lifecycle. This includes tracking home inventory for insurance purposes, scheduling maintenance tasks, planning remodeling projects, and managing home finances. The platform also facilitates real estate transactions by allowing users to market their home's history when selling and enabling buyers to inherit this information. Professionals in related fields such as real estate agents, builders, and insurance providers can utilize HomeZada's platform to enhance client services.

BB Energy

Debt Financing in 2022
BB Energy is an energy trading company that specializes in the trading and operations of various petroleum products. Its portfolio includes crude oil, gasoline, naphtha, gas oil, jet fuel, fuel oil, and bitumen, among other related products. The company offers comprehensive energy trading services, encompassing chartering, logistics, storage, refining, and financing, which support its trading operations. Through its expertise in these areas, BB Energy caters to a diverse range of customers, positioning itself as a key player in the energy sector.

Aequum Capital

Debt Financing in 2022
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

AutoCloud

Seed Round in 2022
AutoCloud offers a cloud infrastructure management platform that provides comprehensive visualization tools. It integrates with Terraform for automation and GitOps, aiming to shift security and compliance left in the software development lifecycle.

Bilt Rewards

Venture Round in 2022
Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership. With an alliance of the U.S.' largest real estate owners, Bilt Rewards will enable renters in more than two million units across the country to earn points just by paying rent. Launched in June 2021, Bilt Rewards boasts one of the highest value rewards programs on the market today, including one-to-one point transfers for travel across over 100 major airlines and hotel partners; fitness classes at the country’s top boutique studios; limited-edition and exclusive collections of art and home decorations through the Bilt Collection, and the ability to use points for rent credits or towards a future down payment. Bilt has also partnered with Mastercard and Wells Fargo to create the Bilt Mastercard - the first and only credit card that can be used to pay rent with no fees. In October 2022, Bilt announced a valuation of $1.5 billion following a $150 million growth round to advance its loyalty program and credit card for renters.

BWX Technologies

Post in 2022
BWX Technologies specializes in manufacturing and servicing nuclear components for various applications. It primarily serves the U.S. government, providing nuclear fuel, reactors, and parts for naval use. Additionally, it offers uranium processing services and supports environmental site rehabilitation.

Westrock Coffee

Post in 2022
Westrock Coffee Company, LLC is a comprehensive provider of coffee and tea solutions based in North Little Rock, Arkansas. Founded in 2009, the company specializes in coffee sourcing, roasting, and distribution, catering to a wide range of sectors, including retail, foodservice, convenience stores, and hospitality. Its product offerings include various coffee blends, teas, brewing equipment, and accessories. Westrock Coffee also engages in sustainable sourcing practices and provides supply chain management and product development services. The company serves clients globally and offers online sales, ensuring a broad market reach. Formerly known as Coffee Legends, LLC, Westrock Coffee has established itself as a key player in the coffee industry, focusing on quality and sustainability.

BigPanda

Series E in 2022
BigPanda operates a data science platform that centralizes and correlates IT alerts from diverse sources. Its platform transforms voluminous daily IT alerts into actionable insights, enabling IT teams to detect and resolve issues efficiently. Serving various industries, BigPanda was founded in 2012.

SeaSpine Holdings

Post in 2022
SeaSpine Holdings Corporation is a medical technology company dedicated to designing, developing, and commercializing surgical solutions for spinal disorders. It offers a comprehensive range of orthobiologics and spinal implant products tailored for neurosurgeons and orthopedic spine surgeons performing fusion procedures across the lumbar, thoracic, and cervical spine. Its orthobiologics portfolio includes demineralized bone matrices, collagen ceramic matrices, and synthetic bone void fillers, which aim to enhance bone fusion rates in various orthopedic surgeries. Additionally, SeaSpine's spinal implant offerings include devices for spinal decompression, alignment, and stabilization, facilitating fusion in both complex and minimally invasive procedures. The company also collaborates with restor3d, Inc. to develop 3D-printed interbody devices. Headquartered in Carlsbad, California, SeaSpine operates in North America, Europe, Asia-Pacific, and Latin America, generating revenue through consignment and loaning of its products to hospitals and independent sales agents.

Pico

Private Equity Round in 2022
Pico is a prominent provider of technology services tailored for the financial markets sector. The company offers a comprehensive network platform that enables clients to access financial markets instantly. This platform is enhanced with advanced analytics and telemetry capabilities, ensuring transparency and low-latency solutions. Pico's innovative approach allows clients to operate efficiently and gain a competitive advantage in the rapidly evolving financial landscape. Its agile service delivery model further supports the needs of clients seeking to navigate the complexities of financial trading effectively.

Trovata

Series B in 2022
Trovata is a fintech company that automates cash reporting, forecasting, and analysis by connecting banks with accounting systems to provide cash flow insights for faster, better business decisions. It leverages open banking and machine learning to automate data aggregation, normalization, and analysis, enabling accurate visibility of available cash, projections, and cash management. The platform integrates with major banks via direct APIs and also connects to enterprise resource planning systems, supporting rapid setup and data consistency. Based in San Diego, California, Trovata focuses on transforming finance and treasury operations by delivering data-driven cash management capabilities.

Rockrose

Debt Financing in 2022
Rockrose is a NYC owner-builder-manager with a name for architectural excellence, sensitivity to neighborhoods.

Talos

Series B in 2022
Founded in New York in 2018 by Anton Katz and Ethan Feldman, Talos is an institutional technology infrastructure provider that facilitates a comprehensive trading lifecycle for crypto ecosystem participants. It offers prime brokerage services, supporting spot, futures, and foreign exchange markets with institutional-grade technology.

Perrigo Company

Post in 2022
Perrigo Company plc is a prominent global healthcare supplier that specializes in the development, manufacture, and distribution of over-the-counter (OTC) and prescription pharmaceuticals, nutritional products, and active pharmaceutical ingredients. As the largest manufacturer of OTC pharmaceutical products for the store brand market, Perrigo has established itself as a leader in consumer health. The company has shifted its focus to consumer self-care since divesting its animal health and generic pharmaceuticals businesses in 2018. A significant portion of its sales is generated in North America, where it provides private-label consumer health goods to major retailers such as Walmart, Amazon, Costco, and CVS. Additionally, Perrigo operates in Europe, Australia, and parts of Asia, marketing national brands like Compeed, Solpadeine, Coldrex, and ellaOne. With a diverse product portfolio and a commitment to innovation, Perrigo serves customers worldwide.

Blackstone Products

Debt Financing in 2022
Blackstone Products specializes in outdoor griddles, enabling users to cook a wider variety of foods quickly and frequently. Their product line includes innovative, easy-to-use griddles, accessories, and consumables, enhancing outdoor cooking experiences for enthusiasts and families alike.

Octaura

Seed Round in 2022
Octaura is an electronic loan trading platform for the syndicated loan and CLO markets, offering electronic trading protocols, straight-through processing for trade booking, and data analytics to support due diligence and pricing decisions. The platform provides liquidity, access, and loan-level and portfolio analytics to enable real-time trading decisions, grow trading volumes, enhance market liquidity, and reduce entry barriers for market participants.

Smith Micro Software

Post in 2022
Smith Micro Software is a software company that develops and markets solutions to enhance the mobile experience for wireless and cable service providers worldwide. Its portfolio includes SafePath Family, a real-time location, protection, and parental control platform; SafePath Internet of Things for connected devices; SafePath Home, a cloud-based platform that integrates with routers to enable parental controls and remote monitoring; CommSuite for managing voice messages and voice-to-text transcription; and ViewSpot, a retail display management platform with on-screen demos and analytics for carriers and retailers. The company serves wireless providers, device manufacturers, and enterprises, delivering software that improves user experience, supports connected lifestyles, and provides related support services. Founded in 1982 and based in Pittsburgh, the company focuses on wireless solutions and family safety software across global markets.

Penelope

Pre Seed Round in 2022
Penelope provides a retirement platform for small and micro businesses and entrepreneurs. The platform automates employee investing, streamlines plan administration and paperwork, and offers learning tools for employees, helping owners simplify retirement decision-making while reducing costs and administrative overhead.

How Women Lead

Grant in 2022
How Women Lead is a champion for promoting the voices of all women and propelling their leadership forward.

Miami Foundation

Grant in 2022
Established in 1967, the Miami Foundation is an independent non-profit organization based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and supporting arts initiatives.

ConcertoCare

Series B in 2022
ConcertoCare is dedicated to delivering primary and complex care to seniors and other adult patients with unmet health and social needs. The company employs a tech-enabled, value-based care model that features three distinct in-home care approaches, all supported by its proprietary population health and analytics platform. ConcertoCare's interdisciplinary teams, led by experienced professionals in home-based geriatric medicine, digital health, palliative care, and healthcare analytics, utilize clinical decision support tools to enhance patient care. This innovative model aims to lower overall healthcare costs while improving health outcomes for its patients.

Nabors Industries

Post in 2022
Nabors Industries operates the world's largest land-based drilling rig fleet and provides offshore platform workover and drilling services globally. It offers directional drilling operations, drilling instrumentation, software, and automated drilling equipment. The company manufactures top drives, catwalks, wrenches, drawworks, and other drilling-related equipment for both onshore and offshore applications.
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