PNC

PNC Financial Services Group, Inc. is an American financial services corporation, with assets (as of December 31, 2011) of approximately $271.2 billion. PNC operations include a regional banking franchise operating primarily in nineteen states and the District of Columbia with more than 2,700 branches, online and mobile services together with 7,400 ATM machines, specialized financial businesses serving companies and government entities, and asset management and processing businesses. PNC is the fifth largest bank in the United States (total branches), sixth largest bank by deposits in the United States, sixth largest by total assets, and the third largest bank off-premise ATM provider. PNC is based in Pittsburgh.

William Demchak

Chairman, President and CEO

BG

Bryan Gill

EVP and Director, Investor Relations

Joseph Clinton Guyaux

President and CEO

Robert Reilly

CFO

66 past transactions

Albridge

Acquisition in 2007
Allbridge offers enterprise wealth management services to its clients. The company's range of services include consolidated reporting, compliance, operations, data management, and distribution analytics. Furthermore, it offers business consulting services to its clients. Allbridge was founded in 1993 by Susan Stevens and is based in New Jersey.

Kore.ai, Inc.

Series C in 2021
Kore.ai, Inc. develops artificial intelligence based chatbot solutions for enterprises. The company provides smart bot, chat bots that use neuro-linguistic programming (NLP) and artificial intelligence (AI) to respond in a chat. It serves to banking, sales, commerce, IT help desk, and services industries. Kore.ai, Inc. was formerly known as Kore, Inc. The company was incorporated in 2011 and is based in Orlando, Florida.

W. P. Carey Inc.

Post in 2023
W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases with built-in rent escalators. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry.

Pyxus

Post in 2022
Pyxus International, Inc., an agricultural company, engages in the provision of various agricultural products, ingredients, and services to businesses and customers. It offers leaf tobacco; e-liquids used in vaporizers, electronic cigarettes, and other vaping hardware and accessories; and industrial hemp-derived cannabidiol products. The company was formerly known as Old Holdco, Inc. Pyxus International, Inc. was founded in 1873 and is headquartered in Morrisville, North Carolina.

Guild Education

Series F in 2022
Guild Education's lifelong learning platform offers classes, programs and degrees for working adults, with a path for them to move forward in their education and career. Guild offers these adults support from start to finish, with their technology platform for discovery, learning, and organizing the experience, and extra support with their tech-enabled student advising model. Founded in 2015, the company is headquartered in Denver, Colorado, United States.

Saviynt

Private Equity Round in 2021
Saviynt is an innovative leader in providing Identity Governance and Cloud Security solutions. It secures critical apps, data and infrastructure in the Cloud (Workday, Office 365, AWS, Salesforce.com), Enterprise (SAP, Oracle EBS, Epic) and Big Data platforms (Hadoop, SAP HANA). Saviynt's next-gen IGA platform uniquely combines data access policies, access controls & usage analytics with advanced Role & SOD management, risk-based access request & certification.

Vertical Communications

Debt Financing in 2016
Vertical Communications provides communications solutions to SMBs and Enterprise customers. The vertical today provides best-of-breed solutions to companies across the country via its national network of direct offices and channel partners. In addition to upgrading or replacing legacy phone systems, we also implement advanced new VOIP networks, customize voice applications to revolutionize businesses or move communications to the cloud.
American Eagle Outfitters, Inc. (AEO, Inc) is a specialty retailer that operates in the United Sates and Canada, and online at ae.com. AEO, Inc operates under the American Eagle (AE), aerie by American Eagle (aerie), and 77kids by american eagle (77kids) brands. Through the Company’s family of brands, it offers clothing, accessories and personal care products. Its online business, AEO Direct, ships to 77 countries worldwide. As of January 28, 2012, the Company operated 1,090 stores in the United States and Canada under the American Eagle Outfitters, aerie and 77kids brands. AEO Direct is its e-commerce operations, ae.com, aerie.com and 77kids.com. During the fiscal year ended December 31, 2011, the Company opened 33 new stores, which consisted of 11 AE stores, 10 aerie stores and 12 77kids stores. As of December 31, 2011, it operated in all 50 states, Puerto Rico and Canada. During fiscal 2011, the Company remodeled and refurbished a total of 106 AE stores.

Orion International

Debt Financing in 2018
The Nation's Only Provider of Best-in-Class Military Talent Programs.

AccessOne

Debt Financing in 2019
Founded in 2002, AccessOne is a leading provider of patient payment options designed to help patient consumers manage their healthcare costs while driving best in class hospital reimbursement. AccessOne offers comprehensive low and no interest payment options for all patient balance types including high-deductible, catastrophic and financial assistance. No patient is ever denied credit or credit reported, and providers can rely on AccessOne to capture more revenue while driving compliance and financial performance.
Johnson C. Smith University (JCSU) in Charlotte, NC is a high-ranking four-year liberal arts historically black Presbyterian university with many opportunities. Johnson C Smith University is an HBCU. Admin JCSU offers programs through the College of Arts and Letter, College of Professional Studies and the College of Science, Technology, Engineering and Mathematics. Some of its more recognized programs are the bachelor’s degree program in Social Work, the Business degree program and the Teacher-Education program. Other subject areas in which one may acquire a degree are Communication Arts, Criminology, Music, Health Education and Computer Engineering. With the goal of granting opportunities to its students, Johnson C. Smith University also has a “flexible studies” program. This is designed for students aged 25 and up and allows them to pursue degrees in Criminology, Social Work and Business Administration, as well as career certifications, with a flexible schedule. Internships are available, and course credits and work experience may also be attained through the JCSU volunteer program. Other chances for opportunities may be found in the Lyceum program, an arts exposure program and a free study abroad option. Student life is nurtured by JCSU’s active residence life. More than 70% of students live on campus in one of ten campus dorms, all of which sponsor activities throughout the year. Other campus life offerings include numerous recreation areas, active intramural and intercollegiate sports teams, campus concerts, Greek life, and more than 60 student organizations. JCSU even provides each student with a free laptop! Financial aid options may be discussed with a JCSU financial aid counselor.

HighTower Holding, LLC

Debt Financing in 2014
HighTower is a leading advisor-owned financial services company. HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. They are totally independent, yet fully supported in both viewing the financial lives of our clients more completely and working with them more effectively.

DonorsChoose.org

Grant in 2017
DonorsChoose is an online charity that makes it easy for anyone to help students in need. As the most trusted crowdfunding platform for teachers, donors, and district administrators alike, DonorsChoose vets each request, ships the funded resources directly to the classroom, and provides thank yous and reporting to donors and school leaders. Charity Navigator and GuideStar have awarded DonorsChoose, a 501(c)3 nonprofit, their highest ratings for transparency and accountability.

Vector Security

Debt Financing in 2019
Vector Security, Inc. has been a premier provider of intelligent security solutions tailored to the needs of the customer for more than 40 years. Headquartered in Pittsburgh, the company offers a full suite of electronic security services including Vector Home Security, Vector Business Security and national account security. Services are provided to customers across North America and the Caribbean through a network of branches and authorized dealers. Vector Security is a sister company of the Philadelphia Contributionship, a private insurance company founded in 1752, and currently provides cost-effective, technology-based security solutions to more than 300,000 homes and businesses.

Phillips Edison & Company

Debt Financing in 2021
Phillips Edison & Company is an internally-managed real estate investment trust (REIT),is one of the nation’s largest owners and operators of grocery-anchored shopping centers. Its diversified portfolio of well-occupied neighborhood shopping centers has a mix of national and regional retailers selling necessity-based goods and services, in strong demographic markets throughout the United States. The Company’s proven, vertically-integrated operating platform allows it to effectively and efficiently acquire, lease and manage its properties, resulting in a history of strong operating results and great shopping experiences.

Anomatic

Debt Financing in 2007
Anomatic was founded in 1965 by William C. Rusch, an industrial chemical salesman who had an idea about a continuous motion machine for anodizing aluminum. Since then, our company has patented multiple manufacturing technologies and grown to a full-service global supplier of anodized aluminum components and product packaging. Today, we offer the highest capacity for color anodizing in the world.

Madaket, Inc.

Series B in 2018
Madaket is a SaaS-based solutions provider that connects healthcare providers and payers. It automates the healthcare enrollment process and sends the right information to each applicable payer. Madaket has exclusive partnerships with TriZetto Provider Solutions and HealthStream. Through its channel partners, the company has more than 300,000 providers in its system and over 325,000 additional providers under contract on their way into the service. Based in Cambridge, Massachusetts, Madaket was launched by Mads Kvalsvik, Scott Soderstrom, Jim Dougherty, and Ted Achtem in 2012.

MTBC

Post in 2016
MTBC is a healthcare information technology solution provider that offers physician practices a comprehensive product portfolio of fully integrated WebEHR, revenue cycle and practice management solutions and other related business services including transcription and data management. Their entire product portfolio-along with native mobile applications-functions as a cohesive, single-database platform to help healthcare providers, improve their financial performance and ultimately transform their medical practice into a successful business enterprise. They serve an expanding array of diverse healthcare entities and their clients are spread across the healthcare continuum -from single physician, medium sized practices to independent physician associations-which is a testament to the functionality and flexibility of their core solutions. They have partnered with a variety of healthcare organizations to extend their reach to 40+ states. Their technological solutions and related business services can aid physician practices to cost-effectively and successfully meet regulatory challenges and prosper amidst a rapidly shifting healthcare industry environment.
As a pioneer in the PACE (Property Assessed Clean Energy) field, Counterpointe Sustainable Real Estate (CSRE) is leading the way in financing energy efficiency, renewables (solar, wind, geothermal), seismic strengthening, storm protection and water conservation for commercial real estate. This simultaneously helps make businesses safer, more efficient and increases their social good.

Greenwood Bank

Series A in 2021
Greenwood Bank is a digital banking platform for Black and Latinx people and business owners. It features best-in-class digital banking services and innovative ways of giving back to the community. The company's initial products are savings and spending accounts that come with a stunningly designed black metal debit card for customers who sign up by the end of the year. Greenwood Bank was founded in 2020 and is based in Atlanta, GA, USA.
Japonesque LLC. offers beauty care products to makeup artists and beauty professionals. The company’s products include cosmetics, nail nipper, eyelash curler, foot smoother, nail clipper, makeup brushes, brush cleaners and conditioners, lashes, cases, and palettes. It offers its products through retailers in the United States; and through beauty supply stores, salons, and spas worldwide. Japonesque LLC. was founded in 1984 and is based in San Ramon, California.

Zippy Shell

Debt Financing in 2020
Zippy Shell Incorporated provides portable moving and self-storage services to individuals and businesses. The company offers local and long distance moving, mobile storage, on-site storage, and loading, unloading, and packing services. It offers 30-days of storage with every long distance of move. The company serves customers in residential, commercial, military, student, and realty storage sectors. Zippy Shell Incorporated was formerly known as Zippy Shell USA, LLC and changed its name to Zippy Shell Incorporated in June 2015. The company was incorporated in 2009 and is based in Wake Forest, North Carolina.

TaylorMade Golf

Debt Financing in 2018
TaylorMade Golf is a manufacturer of high performance golf equipment and golf balls and a major force on the PGA TOUR.

The Trout Group LLC

Acquisition in 2017
The Trout Group LLC provides investor relations (IR) and strategic advisory services to energy technology and life sciences sectors. It offers IR strategy, IPO/pre-IPO IR advisory, targeting and outreach, market intelligence, IR event planning and execution, IR materials, and corporate communications services. The Trout Group LLC was founded in 1995 and is based in New York, New York with additional offices in Boston, San Francisco, London, Sydney, and Shanghai. The Trout Group LLC (2845726) operates as a subsidiary of Trout Group Holdings LLC
Enservco Corporation provides a variety of well-site services to the domestic on-shore oil and gas industry. Through its two operating subsidiaries, Heat Waves Hot Oil Service and Dillco Fluid Services, Enservco Corporation has emerged as one of the energy service industry's leading providers of hot oiling, acidizing and frac heating. From hot oiling to frac heating to water hauling, Enservco Corporation provides dependable, round-the-clock service to a broad spectrum of large and small U.S. energy companies. Based in Colorado Springs, Colorado, the Company serves oil and gas producers operating in Colorado, Utah, Wyoming, Kansas, Texas, Oklahoma and New Mexico. Enservco Corporation also has a growing presence in the Northeastern United States, where customers are targeting the prolific Marcellus shale in the Appalachian Basin. In addition, the Company is establishing a facility in North Dakota from which it will serve customers operating in the Bakken Formation. To customers, Enservco Corporation is best known by its two operating subsidiaries: Heat Waves Hot Oil Service and Dillco Fluid Services. Combined, these businesses operate a fleet of more than 200 specialized trucks, trailers, frac tanks and related well-site equipment. In addition to fluid services, the Company provides a range of oilfield construction and frac tank rental services.

Zeta Global

Debt Financing in 2016
Zeta is a Data & Analytics company that uses a People-based Marketing Cloud to help leading brands acquire, grow and retain customers. Founded by David A. Steinberg and John Sculley (former CEO of Apple Computer and Pepsi-Cola) in 2007, Zeta uses big data, advanced analytics and machine learning to power marketing programs for hundreds of Fortune 1000 and Middle Market brands. Zeta was named one of the 50 most promising private companies by Forbes and one of 10 companies on the planet in two Gartner Magic Quadrant reports. The Company's highly-rated technology platform competes with Oracle, IBM, Salesforce and Adobe. With over 1,000 employees worldwide, the company is headquartered in New York City, with Centers of Excellence in Silicon Valley, Boston, London, and Hyderabad, India, and 12 additional offices around the globe.

Yardville National Bancorp

Acquisition in 2007
Yardville National Bank offers general commercial and retail banking services

WorkFusion, Inc.

Series E in 2018
WorkFusion is accelerating the world’s transition to more meaningful work. Our Intelligent Automation solutions are powered by pre-trained ExpertBots, proprietary artificial intelligence technology and advanced analytics, working together to automate a wide range of business processes. The world’s leading organizations use WorkFusion to automate their operations with ease and speed, helping them up-skill employees, reduce costs and unlock growth like never before. WorkFusion is headquartered in New York City with operations throughout Europe and Asia. Learn more at workfusion.com

SparkPost

Private Equity Round in 2021
SparkPost provides a cloud API solution that enables applications and websites to send and receive emails. Customers including Pinterest, LinkedIn, Twitter, Groupon, Marketo, Zillow, CareerBuilder, the Financial Times and Comcast send over 5 trillion messages a year, more than 37 percent of the world’s commercial email. These companies choose SparkPost to provide the deliverability, data insights, reliability and scalability they need to drive customer engagement for their business.

Hornby

Post in 2018
Hornby PLC, through its subsidiaries, engages in the development, production, and supply of toy and hobby products. It offers products under various categories, including train sets, locomotives, train packs, wagons and coaches, power and control, and themes, as well as rail paints and weathering, tracks and track accessories, scenic accessories, and spare and other accessories. The company sells its products through a network of hobby specialists, retailers, and website under the Hornby, Skale Autos, SkaleScenics, Skaledale, Arnold, Jouef, Lima, Rivarossi, and Electrotren brands. It operates in the United Kingdom, the United State, Spain, Italy, and rest of Europe. The company was founded in 1907 and is based in Margate, the United Kingdom.

Shur-Line

Debt Financing in 2018
Shur-Line continues to develop new products that are easy to use and offer great results regardless of the skill of the painter — making them ideal for homeowners and contractors alike. Since the inception of our first blade edger in the 1950s, Shur-Line has been the leader in designing convenience tools that make painting projects easier, faster and even fun.

Killick Aerospace

Venture Round in 2011
Killick Aerospace Limited sells, purchases, exchanges, and leases commercial aircraft, jet engines, airframe, and engine related components and parts to Airlines and MROs worldwide. Killick Aerospace Limited was incorporated in 2009 and is based in Cloghran, Ireland. The company operates as a subsidiary of Killick Aerospace Limited Partnership.

Stag Industrial

Post in 2019
STAG Industrial, Inc. (STAG) is a self-administered and self-managed full-service real estate company focused on the acquisition, ownership and management of single tenant industrial properties throughout the United States. STAG Industrial target the acquisition of individual Class B, single tenant industrial properties predominantly in secondary markets throughout the United States with purchase prices above $5 million that are critical to the tenants' businesses. Where appropriate risk adjusted returns present themselves, we also may acquire assets in both primary and tertiary markets. Their properties include warehouse/distribution, manufacturing and flex/office buildings.

Madison-Kipp

Debt Financing in 2019
Madison-Kipp Corporation designs and manufactures precision machined components and system subassemblies for customers in the transportation, industrial, lawn and garden, and leisure-end markets. It offers rear drive unit axle housing assembly, twin cylinder engine crankcases, engine to transmission inner primary housings, and cam chain tensioner brackets for light vehicles, lawn and garden equipment, recreational vehicles, and industrial applications. The company also provides design and engineering, tooling, casting, machining and assembly, and integration services. Madison-Kipp Corporation was formerly known as Kipp Lubricator Company. The company was incorporated in 1898 and is headquartered in Madison, Wisconsin.
Vertical Communications provides communications solutions to SMBs and Enterprise customers. The vertical today provides best-of-breed solutions to companies across the country via its national network of direct offices and channel partners. In addition to upgrading or replacing legacy phone systems, we also implement advanced new VOIP networks, customize voice applications to revolutionize businesses or move communications to the cloud.

Blue Ridge Networks, Inc.

Series B in 2001
Blue Ridge Networks provides of high security outsourced Virtual Private Network (VPN) solutions.

Gravity Diagnostics

Debt Financing in 2021
Gravity Diagnostics is a full-service state-of-the-art CLIA laboratory licensed in all 50 states providing innovative laboratory testing in the areas of COVID-19, Upper Respiratory, Toxicology, Pharmacogenomics, and Sexually Transmitted Infections. We are an advocate for physicians, patients, and our communities, supporting them with unsurpassed integrity, regulatory compliance, and clinical expertise.

Birch Communications, Inc.

Debt Financing in 2012
Birch Communications, Inc. is a leading communications, network, cloud and IT solutions provider. Recognized for exceptional customer experience, Birch delivers compelling solutions that assist small, mid-sized, enterprise and wholesale businesses to increase their productivity. Its industry-leading product portfolio is available nationwide and includes Metro-Fiber, Metro-Ethernet, unified communications (UC), hosted phone systems, hosted data centers, and hosted file storage services.

Tempus Technologies

Acquisition in 2021
Tempus Technologies is an expert on secure payments that delivers secure and innovative payment-processing solutions for businesses of every size. Tempus Technologies' mission is to provide expert solutions that exceed the needs of their clients through a variety of PC applications, mobile payments apps, payment portals, web services, and more.

Fortis Advisors

Acquisition in 2017
Fortis Advisors, LLC is based in La Jolla, California.

Viamedia

Debt Financing in 2013
Viamedia is the largest non-MSO affiliated video ad sales organization in the US offering video providers a full turn-key solution from a 100% independent firm. At Viamedia, we are focused on driving revenue through the power of media. We provide video providers across the country with dependable, high quality representation of their advertising inventory, as well as, offering an extensive suite of online marketing services & solutions to help drive the business needs of our customers. Viamedia provides successful media solutions for local, regional and national advertisers by inserting advertising onto major cable networks like ESPN, MTV, DISCOVERY, CNN, LIFETIME, A&E, FOX NEWS, TNT and SPIKE as well as providing online advertising solutions utilizing new and proven technologies. Led by a diverse team with solid reputations, in-depth experience and track records of success in the advertising industry, Viamedia currently represents some of America's fastest-growing video providers.

Killick Aerospace

Debt Financing in 2011
Killick Aerospace Limited sells, purchases, exchanges, and leases commercial aircraft, jet engines, airframe, and engine related components and parts to Airlines and MROs worldwide. Killick Aerospace Limited was incorporated in 2009 and is based in Cloghran, Ireland. The company operates as a subsidiary of Killick Aerospace Limited Partnership.

Appleton Coated

Debt Financing in 2015
Appleton Coated is a manufacturer and distributor of coated, uncoated, specialty and technical papers sold under the Utopia®, Curious Collection®, and Altima® brand names. Our products are used in high-end commercial printing, textbook publishing, label papers, transactional printing and a variety of specialty and custom applications. Selling through a chain of highly respected paper distributors, the company serves corporations, publishers, printers, converters, and graphic designers in North America. Appleton Coated entered the North American coated freesheet market in 1996 and is currently the fourth-largest producer in that market. The company distinguishes itself through focus on the premium end, superior service and flexibility, and leadership in environmental papers and coated papers for high-speed inkjet web printing technology. The company is known as an innovator in collaborative product development and partnerships, and has diversified into several uncoated, specialty and technical product segments. We take pride in our customer-driven organization that offers accessibility and flexibility to meet the demands of today's market.

Sterling Financial Corporation

Acquisition in 2008
Sterling Financial provides banking and financial services to individuals and businesses in the United States.

Goalsetter

Seed Round in 2021
Goalsetter is a goal-based savings and gifting platform, made just for kids and powered by those who love them. Goalsetter combines the best of goal-based savings platforms like Digit and Acorns with the best of gift-registries like Zola and Honeyfund, and in so doing, targets the millennial mom with a platform that enables families to contribute to kids’ future goals instead of buying them more consumer goods. In turn, Goalsetter becomes the first savings vehicle for kids, turning first-time savers into all-the-time savers and giving kids healthy financial habits that will last a lifetime.

Goodman Networks

Debt Financing in 2009
Goodman Networks, Inc. provides telecommunication network services in the United States. The company executes network implementation, enhancement, and maintenance programs for telecommunication facilities. It offers professional services, such as deployment engineering, radio frequency design and optimization, core network deployment, integration, network operations center solutions, and staff augmentation; infrastructure services that include site acquisition, architecture and engineering, construction management, construction, and technician and outside plant support services; and operations support services, including program management, logistics, subcontract administration, quality and safety, and procurement services. The company offers wireless, backhaul, distributed antenna systems, small cell, and other solutions. Goodman Networks, Inc. was founded in 2000 and is based in Plano, Texas.

Riggs Bank

Acquisition in 2004
Riggs Bank was a Washington, D.C.-based commercial bank with branches located in the surrounding metropolitan area.

Yashi, Inc.

Debt Financing in 2014
Yashi is an award winning online advertising location focused video advertising platform, launched in 2007 by [Jay Gould](http://www.crunchbase.com/person/jay-gould) and [Caitlin Gould](http://www.crunchbase.com/person/caitling-gould). The company’s platform analyzes tens of billions of video ads in real time on a monthly basis across thousands of websites. The company’s headquarters are in Toms River, New Jersey. To learn more about Yashi and the company’s leadership role in programmatic video advertising, please visit [www.yashi.com] (http://www.yashi.com)

3D Systems

Post in 2014
3D Systems is pioneering 3D printing for everyone. 3DS provides the most advanced and comprehensive 3D design-to-manufacturing solutions including 3D printers, print materials and cloud sourced custom parts. Its powerful digital thread empowers professionals and consumers everywhere to bring their ideas to life in material choices including plastics, metals, ceramics and edibles. 3DS' leading healthcare solutions include end-to-end simulation, training and integrated 3D planning and printing for personalized surgery and patient specific medical and dental devices. Its democratized 3D design and inspection products embody the latest perceptual, capture and touch technology. Its products and services replace and complement traditional methods with improved results and reduced time to outcomes. These solutions are used to rapidly design, create, communicate, plan, guide, prototype or produce functional parts, devices and assemblies, empowering customers to manufacture the future.

Duke Energy Corporation

Debt Financing in 2019
Full Investment Portfolio: Cash - 0.83% Equity securities - 30.25% Corporate debt securities - 44.31% Short-term investment funds - 6.04% Partnership interests - 1.15% Hedge funds - 2.28% U.S. government securities - 13.64% Governments bonds – foreign - 0.86% Guaranteed investment contracts - 0.12% Net pending transactions and other investments - 0.51% Founded in 1904, Duke Energy is an electric power holding company based in the United States. The firm distributes natural gas and energy-related services to its customers.

Digital Asset

Venture Round in 2016
Digital Asset develops distributed ledger technology intended to build distributed, encrypted straight through processing tools. Its technology offer tools for digital ledgers to track and settle digital and mainstream financial assets in a cryptographically secure environment, enabling the financial services industry to improve their efficiency, security, compliance and settlement speed.

Doxim

Debt Financing in 2016
Doxim is the customer communications management (CCM) and engagement technology leader serving financial and regulated markets, providing omnichannel delivery solutions and transforming experiences to strengthen engagement throughout the entire customer lifecycle. The Doxim Customer Engagement Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The Doxim platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and customer communications technology solutions. Learn more at www.doxim.com.

HighRadius

Series A in 2018
HighRadius is a Fintech enterprise Software-as-a-Service (SaaS) company which leverages Artificial Intelligence-based Autonomous Systems to help companies automate Accounts Receivable and Treasury processes. The HighRadius® Integrated Receivables platform reduces cycle times in your order-to-cash process through automation of receivables and payments processes across credit, electronic billing and payment processing, cash application, deductions, and collections. HighRadius® Treasury Management Applications help teams achieve touchless cash management, accurate cash forecasting and seamless bank reconciliation. Powered by the Rivana™ Artificial Intelligence Engine and Freeda™ Digital Assistant for order-to-cash teams, HighRadius enables teams to leverage machine learning to predict future outcomes and automate routine labor-intensive tasks. The radiusOne™ B2B network allows suppliers to digitally connect with buyers, closing the loop from supplier receivable processes to buyer payable processes. HighRadius solutions have a proven track record of optimizing cash flow, reducing days sales outstanding (DSO) and bad debt, and increasing operational efficiency so that companies may achieve strong ROI in just a few months. To learn more, please visit www.highradius.com

BBVA Compass

Acquisition in 2020
BBVA Ventures provides funding and expertise to promising technology companies disrupting financial services. We work with entrepreneurs and co-investors in the U.S., Mexico and Europe, becoming a long-term partner in their success. The Ventures team is part of BBVA Group, a customer-centric global financial services group founded in 1857.

National City Corporation.

Acquisition in 2008
National City Corporation was a regional bank holding company based in Cleveland, Ohio, USA, founded in 1845; it was once one of the ten largest banks in America in terms of deposits, mortgages and home equity lines of credit. Subsidiary National City Mortgage is credited for doing the first mortgage in America. The company operated through an extensive banking network primarily in Ohio, Illinois, Indiana, Kentucky, Michigan, Missouri, Pennsylvania, Florida, and Wisconsin, and also served customers in selected markets nationally. Its core businesses included commercial and retail banking, mortgage financing and servicing, consumer finance, and asset management. The bank reached out to customers primarily through mass advertising and offered comprehensive banking services online. In its last years, the company was commonly known in the media by the abbreviated NatCity, with its investment banking arm even bearing the official name NatCity Investments.

Transactis

Series E in 2016
Transactis transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with more efficient digital alternatives. Transactis goes to market exclusively with resellers—financial institutions, technology companies, printers and business process outsourcers—to provide their customers with secure, configurable, white-label, industry-leading SaaS solutions. More than a technology provider to resellers, Transactis is a full-service business partner, delivering a broad and deep suite of sales, marketing, technical and operational support, empowering resellers to more successfully serve their clients. Transactis meets the strictest regulatory and compliance requirements including HIPAA, SSAE 16, PCI Level 1, and SOC 2. Transactis’ investors include ff Venture Capital, MacAndrews & Forbes, Metamorphic Ventures, Safeguard Scientifics, StarVest Partners, Capital One, Fifth Third Bank, PNC, TD Bank and Wells Fargo.

United National Bancorp

Acquisition in 2003
Provides a range of commercial banking, retail banking, real estate lending, private banking/trust, and other financial services

Mercantile Bankshares Corporation

Acquisition in 2007
Mercantile Bankshares Corporation operates a regional multibank holding company.

CareCloud

Series C in 2016
CareCloud Corporation owns and operates cloud based practice management, electronic health record, and medical billing software solutions. It offers revenue cycle management, patient experience, advanced billing rules, professional services, and healthcare analytics services. The company caters to dermatology, family practice, ophthalmology, podiatry, rheumatology, and urology segments. The company was founded in 2009 and is based in Miami, Florida. As of January 8, 2020, CareCloud Corporation operates as a subsidiary of MTBC, Inc.

Ambassador Financial Group

Acquisition in 2019
Ambassador Financial Group, Inc. is a FINRA registered broker‐dealer which offers a comprehensive suite of strategic, customized solutions to banks and thrifts and other financial institutions nationwide, including balance sheet management, investment banking and capital markets services.