Wells Fargo Capital Finance

Wells Fargo Capital Finance, established in 1971 and based in Atlanta, specializes in providing flexible financing solutions to mid-sized and large businesses across the United States, Canada, and the United Kingdom. The firm offers a range of services including traditional asset-based financing, specialized senior and junior secured financing, accounts receivable financing, factoring, and supply chain financing. Its diverse clientele encompasses manufacturers, wholesalers, distributors, and service companies, with particular expertise in sectors such as healthcare, government contracting, consumer products, retail, software and technology, energy, oilfield services, staffing, and trucking and transportation. The division was rebranded in 2010 following Wells Fargo's acquisition of Foothill Capital Corporation in 2003.

Mike DiMillo

Director, Business Development Officer

Brannon Huntz

Managing Director, Business Development Officer

Pierre Morisset

Managing Director, Business Development Officer

John Sartori

Vice President, Business Development Officer

28 past transactions

Drips.com

Debt Financing in 2021
Drips, Inc. is a company that specializes in developing a messaging platform utilizing artificial intelligence technology to enhance lead conversions through automated conversational texting via SMS. Founded in 2014 and based in Akron, Ohio, Drips.com offers an AI engine that improves lead-to-call conversion rates while simultaneously lowering lead generation costs. Their solutions enable clients to manage lead flow effectively through conversational text messaging, eliminating the need for hiring or firing agents and addressing space constraints. By fostering an engaging and human-like interaction, Drips enhances contact and engagement rates for its users, making it a valuable tool for brands aiming to optimize their customer engagement strategies.

Salary.com

Private Equity Round in 2021
Salary.com remains the technology leader in providing employee compensation data, software, and services to enterprises, small businesses, and individuals. Their enterprise software helps companies manage their compensation expenditures with real-time, decision-ready data and analytical tools. The Salary.com website is one of the most widely recognized destinations for those seeking reliable information about employee pay levels and compensation-related best practices, trends, and policies. Cloud-based data and software combined with their professional services make the expertise of Salary.com's team of certified compensation professionals available to everyone - from the largest employers to small business owners and individuals - facilitating fast, accurate decisions that deliver superior results.

Verafin

Debt Financing in 2019
Verafin Inc. is a provider of cloud-based software solutions focused on fraud detection and anti-money laundering for financial institutions in North America. The company's flagship platform offers a comprehensive range of tools that enable banks and credit unions to identify potential money laundering or terrorist financing activities through advanced analytics and monitoring of customer transactions. With its capabilities in big data intelligence, visual storytelling, and collaborative investigations, Verafin helps institutions reduce false positive alerts and streamline compliance with regulations. The software also includes features for managing high-risk customers, vendor relationships, and reporting suspicious activities. Verafin is utilized by over 2,600 financial institutions and has established partnerships with various banking associations across the United States. Founded in 2003 and headquartered in Saint John's, Canada, Verafin continues to support financial institutions in their efforts to combat financial crime.

Brooks Brothers

Debt Financing in 2019
In 1818, Henry Sands Brooks founded Brooks Brothers, the first ready-to-wear fashion emporium in America. Since then, they are proud to have become an institution that has shaped the American style of dress through fashion innovation, fine quality, personal service, and exceptional value in their products.

Strata Worldwide

Debt Financing in 2019
Strata Worldwide, founded in 1992 and headquartered in Atlanta, Georgia, is a prominent global provider of safety products, services, and technologies for the mining and energy sectors. The company specializes in a variety of advanced safety solutions, including engineered secondary roof supports, coal mining ventilation control, and emergency refuge chambers. Strata also offers cutting-edge technologies such as completely wireless underground communications, tracking systems, and proximity detection systems to enhance safety in both underground and surface operations. By focusing on customer needs and delivering tailored solutions, Strata aims to create safer and more productive working environments. Over its history, the company has built a strong reputation and a loyal customer base by consistently providing reliable products and high-quality service, effectively reducing risks and ensuring early detection of potential hazards in the mining, tunneling, and maritime industries.

HomeBase

Debt Financing in 2018
HomeBase is a home improvement and garden retailer that offers products for painting and decorating, plants, garden tools and accessories. Founded in 1979, Homebase is one of the UK’s leading home improvement and garden retailers. The company operates 249 stores across the UK and Ireland (as at 31 May 2018), employing 11,500 people throughout its store estate, distribution centres and support offices.

Sharecare

Debt Financing in 2017
Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. With award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations. To learn more, visit www.sharecare.com. In 2017 alone, Sharecare has raised more than $100 million in new funding; and more than $300 million in total capital since its founding in 2010. May 26, 2017 Sharecare announced it has received an investment from global alternative investment firm, Summit Partners. Sharecare will use the debt capital to fund new capabilities and acquire talent to support the aggressive growth trajectory of both the company and its platform, where people can manage all their health in one place.

Chewy

Debt Financing in 2017
Chewy, Inc. is a prominent e-commerce company based in the United States that specializes in the sale of pet products. Founded in 2010 and headquartered in Dania Beach, Florida, Chewy offers a wide range of items, including pet food, treats, supplies, and medications for various types of pets, such as dogs, cats, fish, birds, small animals, horses, and reptiles. The company features approximately 60,000 products from over 2,000 partner brands, providing convenience and accessibility through its website and mobile applications. Chewy aims to enhance the pet ownership experience by offering free shipping on orders from its extensive selection of over 500 brands. As a subsidiary of PetSmart, Chewy combines a passion for pets with a commitment to customer service, ensuring that pet owners can easily find and receive the products they need.

Conifex Timber

Post in 2017
Conifex and its subsidiaries' primary business currently includes timber harvesting, reforestation, forest management, sawmilling logs into lumber and wood chips, and value added lumber finishing and distribution. Conifex's lumber products are sold in the United States, Chinese, Canadian and Japanese markets. Conifex has expanded its operations to include bioenergy production following the commencement of commercial operations of its power generation facility at Mackenzie, British Columbia.

Upland BlueVenn

Post in 2016
Upland Software is a cloud provider specializing in enterprise work management software. The company offers a suite of applications designed to help organizations optimize their goals, projects, and workflows, enhancing resource utilization and team collaboration. Upland's services include marketing, analytics, workflow automation, IT financial management, and project management, catering to a diverse clientele that spans large corporations, government agencies, and small to medium-sized businesses across various sectors such as finance, healthcare, retail, and technology. Founded in 2010 and based in Austin, Texas, Upland has established a robust presence with over 1,200 clients and 300,000 active users in more than 50 countries.

Coral Capital Solutions

Debt Financing in 2016
Coral Capital Solutions LLC is a commercial finance company based in New York that specializes in providing working capital to small and midsize businesses. Founded in 2008, the company primarily focuses on financing through accounts receivable, purchase orders, and contract financing, as well as offering asset-based loans. Coral Capital Solutions serves a diverse range of industries, including manufacturing, distribution, business services, telecommunications, media, government contracting, food and beverage, transportation, staffing, and medical devices.

sPower

Debt Financing in 2016
sPower is an independent power producer (IPP) which owns and/or operates more than 150 utility and distributed electrical generation systems across the US and the UK. The company is headquartered in Salt Lake City with offices in San Francisco, Long Beach and New York City, With 6.7GW between operating, construction and pipeline, sPower is actively buying select utility-scale renewable assets in virtually any stage of development in the United States.

CDI

Post in 2015
Headquartered in Philadelphia, CDI Corp. (NYSE: CDI) is a leading provider of engineering and information technology outsourcing solutions and professional staffing. Its operating units include CDI Engineering Solutions, CDI IT Solutions, CDI AndersElite Limited, and Management Recruiters International, Inc. With offices throughout North America as well as joint ventures in Kuwait and Mexico, the CDI Engineering Solutions division provides engineering outsourcing, project management and professional services to Global 1000 clients in the aerospace, government services, infrastructure, life sciences and process & industrial markets.

National Funding

Debt Financing in 2015
Founded in 1999, National Funding is one of the country's leading financial technology companies for small and medium-sized businesses, providing working capital loans, equipment financing, merchant cash advances and credit card processing. National Funding has provided more than $1 billion in capital for over 20,000 businesses nationwide. The company believes in American small business owners, and strives to provide fast turnaround, flexible solutions and great service to all of its customers and clients in a diverse range of industries including: automotive, construction, excavation, manufacturing, retail, packaging, printing, restaurant, telecommunications, trucking, and waste management, among others. The company was recognized on the Inc. 500 | 5000 list for the past three years, as well as one of San Diego Business Journal’s Fastest Growing Companies for the past three years.

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.

CAN Capital

Debt Financing in 2015
CAN Capital, Inc. is a financial services provider that specializes in offering working capital and small business loans to small and medium-sized enterprises in the United States. Founded in 1998 and headquartered in Kennesaw, Georgia, the company provides products such as small business term loans and merchant cash advances, which can be used for various purposes including inventory purchases, payroll, equipment upgrades, and marketing initiatives. Utilizing a proprietary real-time platform and risk-scoring models, CAN Capital streamlines the lending process, enabling quick access to flexible funding options without requiring personal asset collateral. The company's Daily Remittance Platform allows lenders to monitor borrowers' daily cash flows and collect repayments efficiently, enhancing the overall lending experience. Formerly known as Capital Access Network, Inc., the company rebranded to CAN Capital in December 2013.

Ice Mobility

Debt Financing in 2015
Ice Mobility is a national distributor of wireless products and a provider of comprehensive supply chain solutions, established in 2014 and headquartered in Lincolnshire, Illinois. The company serves manufacturers, carriers, and retailers by offering a range of services that include planning, procurement, marketing, and logistics. It specializes in both forward and reverse logistics, ensuring efficient delivery of handsets and accessories to retail locations and directly to consumers. By utilizing real-time supply chain planning tools, Ice Mobility helps its clients, both large and small retailers, improve operational efficiency and enhance sales performance in the wireless product market.

Battlecat Oil & Gas

Private Equity Round in 2014
Battlecat Oil & Gas, LLC is a private independent exploration, production and development company focused on applying our “unconventional” experience to develop reservoirs with similar reservoir characteristics as those we have been so successful with in south Texas.

Xzeres

Post in 2014
Xzeres Corp. designs, develops, and markets small wind turbine systems for electrical power generation both in the United States and internationally. The company's products include grid-connected and off-grid wind turbine systems with capacities of 2.4 kilowatts and 10 kilowatts, catering to various applications such as residential, micro-grid rural electrification, agriculture, small businesses, and rural electric utilities. Xzeres focuses on distributed energy solutions, where the generated power is primarily utilized on-site, although customers may also benefit from local net-metering and Feed-In Tariffs in various regions. Additionally, the company provides power management solutions for commercial and light industrial sectors, and offers support services including sales lead generation, site assessments, and installation assistance to its dealers. Founded in 1984, Xzeres is headquartered in Wilsonville, Oregon.
Charles & Colvard, Ltd. is the sole source worldwide for moissanite, a unique created gemstone with exceptional brilliance, fire, luster, durability, and rarity like no other gemstone available on the market. Our strategy is to establish reputable, high-quality, and sophisticated brands and to position moissanite as an affordable, luxurious alternative to other gemstones, such as diamond. We sell loose moissanite gemstones and finished jewelry at wholesale to distributors, manufacturers, and retailers and at retail to end consumers through our wholly owned operating subsidiaries Moissanite.com, LLC and Charles & Colvard Direct, LLC.

Entrec

Post in 2014
ENTREC is a Canada-based provider of heavy lift and heavy haul services, specializing in crane solutions and transportation. The company serves a diverse range of industries, including oil and natural gas, construction, petrochemical, mining, and power generation. In addition to its core offerings, ENTREC also provides logistics support to enhance its service capabilities. While the company operates primarily in Canada, it also has a presence in the United States, with the majority of its revenue derived from Canadian operations.

Augustus Energy Partners

Private Equity Round in 2014
Augustus Energy Partners, LLC provides oil and gas exploration services. The company engages in acquisition and development of oil and gas properties in the Rocky Mountain and mid-continent regions. Augustus Energy Partners, LLC was incorporated in 2006 and is based in Billings, Montana.

Kitara Media

Post in 2013
Ascend Acquisition Corp. obtained the written consent from holders of a majority of its then outstanding common stock to change its name to “Kitara Media Corp.” Kitara Media is a transparent behavioral network that combines advanced targeting, and performance with site by site reporting, allowing advertisers to identify and track a desired audience on an unprecedented level. Kitara Media offers state of the art demographic, behavioral, chronographic & geographic capabilities across a network of global publishers to ensure your message is delivered to the right audience in a transparent environment.

Accela

Debt Financing in 2013
Accela is a leading provider of software as a service (SaaS) solutions aimed at enhancing government operations and community development. Founded in 1981 and headquartered in San Ramon, California, the company specializes in offering tools for planning, building, licensing, permitting, and managing various civic services. Accela's platform supports government agencies at all levels, facilitating improved civic engagement and streamlining core processes to better serve citizens and businesses. By leveraging technology, Accela aims to foster thriving communities while ensuring efficient management of resources and services.

Harry and David

Debt Financing in 2013
We’re a leading gourmet gift company and a top 100 Internet Retailer with a reputation for quality. In 1934, brothers Harry and David turned their extraordinary Royal Riviera® Pears into the perfect holiday gift. To this day, we offer a wide variety of quality handpacked gift baskets and towers, fresh fruit gifts, gourmet treats, chocolate gifts and business gifts for every occasion. Our gifts are available online, in stores and catalogs, and through select retail partners. Shipped to arrive on time, in perfect condition. Guaranteed.

Rocket Software

Debt Financing in 2004
Rocket Software, Inc. develops and supports enterprise software solutions that cater to a diverse range of industries, including automotive, healthcare, finance, and technology. Founded in 1990 and headquartered in Waltham, Massachusetts, the company provides products in various domains such as application lifecycle management, data management, business intelligence, and modernization. Rocket Software also offers training, consulting, and professional services to enhance its software solutions. The company has a global presence with offices in North America, Europe, and Asia, and it serves clients that include hardware and software vendors, OEMs, and various sectors seeking to improve their operational efficiencies and data management capabilities.

ShareBuilder

Series C in 2000
Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.
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