PNC

PNC Bank is a comprehensive financial services institution headquartered in Pittsburgh, Pennsylvania, offering a diverse range of banking and financial products to individuals, small businesses, corporations, and government entities across the United States. The bank provides services including checking and savings accounts, mortgages, loans, credit cards, and investment management. For small businesses, PNC offers tailored solutions such as business loans, payment processing, and employee benefits services. Its corporate and institutional services encompass treasury management, capital markets, and fraud prevention, serving various sectors including healthcare, real estate, and government contracting. In addition to retail banking, PNC specializes in wealth planning and residential mortgage services. With a significant presence in multiple states and a network of branches and ATMs, PNC is recognized as one of the largest banks in the U.S. Established in 1804, PNC operates as a subsidiary of PNC Financial Services Group and continues to adapt its services to meet a wide array of financial needs.

William Demchak

Chairman, President and Chief Executive Officer

Bryan Gill

Executive Vice President and Director, Investor Relations

Joseph Clinton Guyaux

President and CEO

Robert Reilly

Chief Financial Officer

67 past transactions

W.P. Carey

Post in 2023
W.P. Carey is a prominent real estate investment trust headquartered in New York, specializing in net lease properties. Founded in 1973, it has built a diversified portfolio of over 1,200 operationally-critical commercial properties encompassing approximately 142 million square feet, primarily located in the United States and Northern and Western Europe. The company focuses on high-quality single-tenant assets, including industrial, warehouse, office, retail, and self-storage facilities, which are subject to long-term leases with built-in rent escalators. W.P. Carey is recognized as one of the largest owners and managers of net lease assets, employing a credit and real estate underwriting process that spans various industries. The firm's long-term leases with creditworthy tenants generate stable cash flows, enabling consistent dividend income for investors.

Baltimore Community Lending

Venture Round in 2022
Baltimore Community Lending is a community development financial institution that provides loans to community developers and small business owners in underserved communities. They work with the government, foundations, financial institutions, community stakeholders, anchor institutions, and small business owners early in the planning process to create capital solutions that contribute to a diverse and economically balanced society.

Guild

Series F in 2022
Guild Education, Inc. is an educational technology company founded in 2015 and headquartered in Denver, Colorado. The company provides a lifelong learning platform designed for working adults, offering a range of online courses, workshops, and educational programs. These include bachelor’s and master’s degrees, high school diplomas, certificate programs, and language learning opportunities. Guild Education supports its users throughout their educational journey by utilizing a technology platform that facilitates discovery and learning, as well as a tech-enabled student advising model to enhance the overall experience. The company aims to empower adults to advance their education and career paths effectively.

TRU Colors

Corporate Round in 2022
TRU Colors Brewing Co. operates as a brewery. It has partnered with a large-scale brewery to brew, package and distribute its flagship beer at scale. The company was founded in 2017 and is based in Wilmington, North Carolina.

TRU Colors

Debt Financing in 2022
TRU Colors Brewing Co. operates as a brewery. It has partnered with a large-scale brewery to brew, package and distribute its flagship beer at scale. The company was founded in 2017 and is based in Wilmington, North Carolina.

Pyxus

Post in 2022
Pyxus International, Inc. is an agricultural company that provides a range of products and services, including leaf tobacco, e-liquids for vaping devices, and industrial hemp-derived cannabidiol products. Founded in 1873 and headquartered in Morrisville, North Carolina, the company focuses on responsibly produced and sustainable agricultural offerings. Pyxus aims to deliver traceable ingredients to businesses and consumers, ensuring quality and accountability in its operations.
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.

Kore.ai

Series C in 2021
Kore.ai, Inc. specializes in developing artificial intelligence-based chatbot solutions tailored for enterprises. Founded in 2011 and headquartered in Orlando, Florida, the company offers a no/low code platform that allows businesses to create virtual assistants, enhancing digital interactions with customers, employees, and partners. Kore.ai's offerings include domain-specific pre-built virtual assistants designed for industries such as banking, insurance, HR, and IT support. One of its notable products is Kora, an enterprise digital assistant equipped with skills for knowledge management, enterprise search, and task management. Additionally, Kore.ai provides Deflect.ai, a cloud-based service focused on call automation and digital deflection. The company's solutions utilize natural language processing to improve communication across various channels, ultimately streamlining business processes and enhancing user experiences.

Saviynt

Private Equity Round in 2021
Saviynt Inc. specializes in identity governance and administration, as well as cloud security solutions, enabling enterprises to secure their applications, data, and infrastructure across both cloud and on-premises environments. Founded in 2015 and headquartered in El Segundo, California, the company offers a range of services for critical applications such as Workday, Office 365, Salesforce, Oracle EBS, and SAP. Its platform features AccessInsight analytics, which provides an intuitive access request system to ensure thorough review and approval processes. Saviynt's innovative approach integrates data access policies, access controls, usage analytics, and advanced role management, including risk-based access requests and certifications. The company also maintains offices in Atlanta, Sydney, Reading, and Bengaluru, further supporting its global operations.

Phillips Edison & Co

Debt Financing in 2021
Phillips Edison & Company is an internally-managed real estate investment trust (REIT) based in Ohio, specializing in the ownership and operation of grocery-anchored shopping centers across the United States. With a portfolio of 309 properties, including 283 wholly-owned locations totaling approximately 31.7 million square feet, the company focuses on well-occupied neighborhood shopping centers that feature a mix of national and regional retailers offering necessity-based goods and services. Established in 1991, Phillips Edison has built a vertically-integrated operating platform that enhances its ability to acquire, lease, and manage properties effectively, resulting in strong operating results over its three-decade history. The company is dedicated to creating positive shopping experiences and enhancing the communities it serves through its commitment to quality and strategic investment in core-plus and value-add opportunities.

Spirit Pharmaceuticals

Private Equity Round in 2021
Spirit Pharmaceuticals develops, manufactures, and distributes OTC products in a variety of dosage forms. The company was founded in 2003 and is headquartered in Ronkonkoma, New York, United States.
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.

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.

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.

Goalsetter

Seed Round in 2021
Goalsetter is a goal-based savings and gifting platform designed specifically for children, allowing families to contribute to their kids' future aspirations instead of purchasing additional consumer goods. The platform integrates features from both savings tools and gift registries, aiming to engage millennial parents. It encourages healthy financial habits by providing a first savings vehicle for kids, allowing automatic deposits on a weekly or monthly basis. Additionally, Goalsetter offers debit cards with parental controls and incorporates financial literacy quizzes to help young users make informed financial decisions. The platform is centered around making saving engaging through games, memes, and elements of pop culture, fostering a culture of saving among the younger generation.

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.

Zippy Shell

Debt Financing in 2020
Zippy Shell Incorporated offers portable moving and self-storage solutions tailored for individuals and businesses. Founded in 2009 and headquartered in Wake Forest, North Carolina, the company provides a range of services including local and long-distance moving, mobile storage, on-site storage, as well as loading, unloading, and packing assistance. With a focus on convenience, Zippy Shell delivers storage units directly to customers' locations, allowing them to pack at their own pace, and picks them up when ready. The company serves various sectors, including residential, commercial, military, student, and realty storage. Zippy Shell operates through a network of independently run facilities across multiple markets, ensuring a comprehensive and accessible service for its clients.

BBVA

Acquisition in 2020
BBVA is a global financial services group headquartered in Spain, focused on transforming banking through digital innovations and a commitment to providing opportunities for all. The group operates through various subsidiaries, including BBVA Continental in Peru and BBVA USA, which offers a wide range of commercial banking services. These services encompass consumer loans, mortgages, insurance, wealth management, and small business loans, along with merchant processing and securities brokerage. Additionally, BBVA Ventures invests in technology companies that are disrupting the financial services sector, collaborating with entrepreneurs and co-investors across the U.S., Mexico, and Europe. The group's wholesale banking and asset management division further enhances its service offerings, providing comprehensive solutions to meet the needs of both individual and corporate clients.

Duke Energy

Debt Financing in 2019
Duke Energy is a major electric power holding company in the United States, providing electric and gas services to approximately 7.5 million customers across six states in the Southeast and Midwest. The company operates through two primary segments: Electric Utilities and Infrastructure, and Gas Utilities and Infrastructure. Duke Energy generates electricity from a diverse range of sources, including coal, nuclear, hydroelectric, solar, and natural gas, and it also offers natural gas distribution services in Ohio and Kentucky. With around 35,000 megawatts of electric generating capacity, the company serves both residential and commercial customers, emphasizing sustainable and reliable energy solutions. Headquartered in Charlotte, North Carolina, Duke Energy also engages in philanthropic efforts through the Duke Energy Foundation, focusing on economic vitality and climate resilience in the communities it serves.

AccessOne

Debt Financing in 2019
AccessOne is a healthcare fintech company founded in 2002 and based in Fort Mill, South Carolina. The company specializes in providing patient payment solutions that enable consumers to manage their healthcare costs effectively. AccessOne offers a range of low and no-interest payment options for various patient balance types, including high-deductible and catastrophic plans, ensuring that no patient is denied credit or has their credit reported. The company’s financial engagement platform is designed for hospitals and health systems, focusing on automation, digitization, and intuitive communication. By integrating with major health information systems, AccessOne streamlines payment processes, eliminates manual entry, and enhances financial performance for healthcare providers, allowing them to capture more revenue while maintaining compliance.

Japonesque

Debt Financing in 2019
Japonesque LLC, established in 1984 and headquartered in San Ramon, California, specializes in beauty care products aimed at makeup artists and beauty professionals. The company offers a diverse range of items, including cosmetics, makeup brushes, eyelash curlers, nail clippers, and skincare products. Drawing inspiration from the professional makeup tools used in Kabuki theater, Japonesque combines high-impact color and long-wear textures in its offerings, which cater to discerning makeup enthusiasts. Its products are available through various retailers in the United States and internationally via beauty supply stores, salons, and spas. With nearly four decades of expertise, Japonesque continues to provide essential beauty tools and accessories that reflect the artistry and innovation of the beauty industry.

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.

Stag Industrial

Post in 2019
Stag Industrial is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties in secondary markets, focusing on those with purchase prices exceeding $5 million that are essential to their tenants' operations. Stag Industrial may also consider opportunities in primary and tertiary markets when favorable risk-adjusted returns are available. The portfolio includes various types of properties, such as warehouse and distribution centers, manufacturing facilities, and flex/office buildings.

Vector Security

Debt Financing in 2019
Vector Security, Inc. is a leading provider of intelligent security and home automation solutions, servicing residential and commercial clients for over 40 years. Based in Pittsburgh, the company delivers a comprehensive range of electronic security services, including video surveillance, access control, and fire and intrusion protection. With a focus on customer needs, Vector Security caters to over 300,000 homes and businesses across North America and the Caribbean through a network of branches and authorized dealers. As a sister company of the Philadelphia Contributionship, Vector Security emphasizes cost-effective, technology-driven solutions that enhance safety and security for its clients.
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.

Ambassador Financial Group

Acquisition in 2019
Ambassador Financial Group, Inc., founded in 2006 and based in Allentown, Pennsylvania, is a FINRA registered broker-dealer that specializes in providing tailored financial services to banks, thrifts, credit unions, insurance companies, trust companies, and asset managers across the United States. The firm offers a diverse range of solutions, including balance sheet management and investment banking services, aimed at addressing the unique needs of financial institutions. With a focus on personalized service, Ambassador Financial Group delivers comprehensive capital market services designed to enhance the operational efficiency and financial performance of its clients.

Orion Talent

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

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.

Madaket

Series B in 2018
Madaket, Inc. is a Cambridge, Massachusetts-based company that develops software-as-a-service (SaaS) solutions for the healthcare sector. The company specializes in automating healthcare enrollment processes, facilitating connections between healthcare providers and payers to streamline administrative tasks. Madaket has established exclusive partnerships with TriZetto Provider Solutions and HealthStream, enabling it to support a vast network of over 300,000 providers currently using its services, with an additional 325,000 providers under contract for future integration. Founded in 2012 by Mads Kvalsvik, Scott Soderstrom, Jim Dougherty, and Ted Achtem, Madaket aims to enhance efficiency and accuracy in the healthcare enrollment process.

Hornby

Post in 2018
Hornby PLC is a company based in Margate, United Kingdom, specializing in the development, production, and supply of toy and hobby products, particularly model trains and railways. Founded in 1907, Hornby offers a diverse range of products, including train sets, locomotives, wagons, and various accessories for both railroading enthusiasts and collectors. The company markets its products under several well-known brands, such as Hornby, Skale Autos, and Rivarossi, and distributes them through a network of hobby specialists and retailers, alongside its own online platform. Hornby operates in multiple regions, including the United Kingdom, the United States, Spain, Italy, and other parts of Europe, catering to a broad audience of hobbyists and model railway fans.

WorkFusion

Series E in 2018
WorkFusion, Inc. develops an intelligent automation cloud platform designed to streamline operations for various industries, including banking, finance, insurance, and healthcare. The company offers a suite of products such as RPA Express for robotic process automation, Smart Process Automation for broader process automation, Chatbots for automating service interactions, and SmartCrowd for workforce orchestration. Additionally, WorkFusion provides solutions for anti-money laundering and document processing, leveraging proprietary artificial intelligence and advanced analytics to enhance efficiency. Founded in 2010 and based in New York City, WorkFusion also has offices in multiple international locations, including Bengaluru, Tokyo, Hong Kong, London, Minsk, Munich, and Singapore.

HighRadius

Series A in 2018
HighRadius Corporation is a fintech company that specializes in financial supply chain management software solutions, focusing on automating accounts receivable and treasury processes. Founded in 2006 and based in Houston, Texas, with offices in Europe and Asia Pacific, HighRadius offers a range of tools designed to enhance the order-to-cash cycle. Its Integrated Receivables platform streamlines processes such as credit management, electronic billing, cash application, and collections. Key offerings include POD & Claims Automation, Dispute Resolution, and Autonomous Receivables, which leverage artificial intelligence to improve operational efficiency and predict future outcomes. The company’s Treasury Management Applications facilitate accurate cash forecasting and bank reconciliation. Through its radiusOne B2B network, HighRadius connects suppliers and buyers, optimizing cash flow and reducing days sales outstanding (DSO). The solutions provided by HighRadius have demonstrated a strong return on investment by improving financial performance and reducing bad debt for organizations.

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.

Fortis Advisors

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

Trout Group

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

DonorsChoose

Grant in 2017
DonorsChoose.org is an online charity founded in 2000 and based in New York, New York, that enables individuals to support students in need through a straightforward crowdfunding platform. It focuses on addressing educational inequity by allowing donors to contribute directly to public school projects. Each request for funding is carefully vetted, and once funded, resources are shipped directly to classrooms. DonorsChoose also emphasizes transparency and accountability, providing donors and school leaders with thank you notes and detailed reports on how funds are utilized. The organization has received high ratings for its commitment to transparency from Charity Navigator and GuideStar, solidifying its reputation as a trusted resource for teachers, donors, and district administrators.

MTBC

Post in 2016
MTBC, Inc. is a healthcare information technology company that offers a comprehensive suite of integrated web-based solutions and business services to healthcare providers in the United States. The company operates through two primary segments: Healthcare IT and Practice Management. Its flagship product, PracticePro, is a software-as-a-service platform that includes practice management tools, electronic health records (EHR), and revenue cycle management services such as medical billing and analytics. MTBC also provides mobile health solutions, telemedicine services, and a range of ancillary services including transcription and coding. The company's offerings are designed to enhance the operational efficiency and financial performance of healthcare practices, catering to a diverse client base that ranges from individual practitioners to larger healthcare organizations across more than 40 states. Founded in 1999 and headquartered in Somerset, New Jersey, MTBC aims to support healthcare providers in navigating the challenges of an evolving industry landscape.

CareCloud

Series C in 2016
CareCloud Corporation specializes in cloud-based software solutions for the healthcare industry, focusing on practice management, electronic health records, and medical billing. Founded in 2009 and based in Miami, Florida, the company provides services such as revenue cycle management, patient engagement, and healthcare analytics. CareCloud caters to various medical specialties, including dermatology, family practice, ophthalmology, podiatry, rheumatology, and urology. The company's integrated platform manages over $4 billion in annualized accounts receivable, utilizing data-driven tools to enhance financial administration and patient care. As of January 2020, CareCloud operates as a subsidiary of MTBC, Inc.

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.

Zeta Global

Debt Financing in 2016
Zeta Global is a data-driven marketing solutions provider that assists brands in acquiring, growing, and retaining customers. Founded in 2001 and headquartered in New York City, the company leverages advanced analytics, big data, and machine learning to deliver consumer intelligence and marketing automation software. Its flagship product, the Zeta Marketing Platform, integrates identity data to analyze vast amounts of structured and unstructured data, enabling brands to predict consumer intent and optimize marketing efforts across various channels. Zeta serves a diverse range of industries, including financial services, insurance, telecommunications, and retail, and has established itself as a leading player in the marketing technology sector, competing with major firms like Oracle and Salesforce. With a global workforce of over 1,000 employees, Zeta has multiple offices and Centers of Excellence around the world, including locations in Silicon Valley, London, and Hyderabad.

Vertical Communications

Debt Financing in 2016
Vertical Communications is a provider of unified communications and voice application solutions aimed at transforming business operations for small to medium-sized businesses (SMBs) and enterprise customers. The company offers a wide range of advanced communications technologies, including unified communications, collaboration tools, and mobile solutions. Vertical Communications specializes in upgrading or replacing legacy phone systems with modern Voice over Internet Protocol (VoIP) networks, customizing voice applications to enhance business processes, and facilitating the migration of communication systems to the cloud. With a national network of direct offices and channel partners, the company delivers its best-of-breed solutions to clients across the country.
Vertical Communications is a provider of unified communications and voice application solutions aimed at transforming business operations for small to medium-sized businesses (SMBs) and enterprise customers. The company offers a wide range of advanced communications technologies, including unified communications, collaboration tools, and mobile solutions. Vertical Communications specializes in upgrading or replacing legacy phone systems with modern Voice over Internet Protocol (VoIP) networks, customizing voice applications to enhance business processes, and facilitating the migration of communication systems to the cloud. With a national network of direct offices and channel partners, the company delivers its best-of-breed solutions to clients across the country.

Transactis

Series E in 2016
Transactis, Inc. offers Software-as-a-Service solutions for electronic bill presentment and payment, primarily within the United States. Its flagship product, BillerIQ, is a cloud-based platform that enables businesses to send electronic bills and invoices while facilitating online, phone, and mobile payments. Additionally, the company provides DocumentIQ, a digital document management solution that helps organizations manage and archive documents electronically. Transactis serves a diverse range of sectors, including financial services, healthcare, utilities, and real estate, among others. The company operates through a network of resellers, such as financial institutions and technology firms, offering a suite of sales, marketing, and operational support to enhance their service delivery. Founded in 2001 and headquartered in New York, Transactis adheres to stringent regulatory standards, ensuring compliance with industry requirements. Since its incorporation, it has evolved into a subsidiary of Mastercard Incorporated, reflecting its significant role in transforming traditional billing and payment processes into efficient digital alternatives.

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.

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.

3D Systems

Post in 2014
3D Systems is a leader in the field of 3D printing, providing a wide range of advanced design-to-manufacturing solutions. The company offers 3D printers, print materials, and cloud-sourced custom parts, enabling both professionals and consumers to turn their ideas into reality using various materials such as plastics, metals, ceramics, and edibles. It specializes in healthcare solutions, including simulation, training, and integrated planning and printing for personalized surgeries and custom medical and dental devices. By leveraging the latest in perceptual, capture, and touch technology, 3D Systems' products and services enhance traditional manufacturing methods, leading to improved outcomes and reduced production times. The company's offerings empower customers to design, create, communicate, and manufacture functional parts and assemblies, positioning them at the forefront of innovation in the manufacturing sector.

Yashi

Debt Financing in 2014
Yashi, Inc. is a digital advertising company based in Toms River, New Jersey, specializing in optimization tools for online video advertising. Founded in 2007, Yashi operates a demand-side platform that utilizes location-focused technology to deliver various video advertising solutions, including pre-roll, in-page, and in-game formats. The company also provides traditional and custom advertising options, such as sponsorships, contests, and advergames. Yashi's platform processes billions of video advertisements each month across numerous websites, establishing its presence in the programmatic video advertising sector. In February 2012, the company rebranded from its original name, GamersMedia, Inc., and as of early 2015, it functions as a subsidiary of Nexstar Broadcasting Group.

Enservco

Post in 2014
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.

HighTower Advisors

Debt Financing in 2014
HighTower is a 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.

Viamedia

Debt Financing in 2013
Viamedia, Inc. specializes in cable television advertising management solutions in the United States, representing a diverse range of clients including cable and telecommunications service providers, utility companies, and municipalities. Established in 2001 and headquartered in New York, the company offers a comprehensive suite of advertising services, including TV and cross-media advertising, programmatic solutions, and creative services such as digital production and broadcast commercials. Viamedia operates placemedia, a programmatic platform that aggregates advertising inventory from multichannel video programming distributors and cable networks, allowing local, regional, and national advertisers to effectively reach their audiences. The firm is recognized as the largest non-MSO affiliated video ad sales organization in the country, providing independent representation that helps drive revenue for video providers while utilizing advanced technologies for online advertising solutions.

Birch Communications

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.

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.

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.

Goodman Networks

Debt Financing in 2009
Goodman Networks, Inc. is a telecommunications service provider based in Plano, Texas, specializing in the implementation, enhancement, and maintenance of wireless networks across the United States. Founded in 2000, the company offers a comprehensive suite of services tailored for network operators, e-retailers, and electronics manufacturers. These services include deployment engineering, radio frequency design, core network deployment, and operations support, which encompasses program management and logistics. Additionally, Goodman Networks provides infrastructure services, such as site acquisition and construction management, along with solutions for wireless communications, backhaul, distributed antenna systems, and small cell technology. The company aims to assist customers in designing, building, optimizing, and maintaining their network systems, ensuring effective and reliable telecommunications infrastructure.

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.

Sterling Financial Corporation

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

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.

Yardville National Bancorp

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

Anomatic

Debt Financing in 2007
Anomatic, founded in 1965 by William C. Rusch, specializes in manufacturing anodized aluminum components and product packaging, primarily for the cosmetic, personal care, and beauty fragrance industries. The company has developed patented manufacturing technologies and is recognized for having the highest capacity for color anodizing globally. Its product offerings include a wide range of items such as nose pieces, lipstick tubes, collars, caps, base components, fragrance packages, actuators, and various tilt packaging solutions. In addition to anodized aluminum products, Anomatic provides metal stamping, decorating, and assembly services, positioning itself as a comprehensive supplier in its market.

Mercantile Bankshares Corporation

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

Riggs Bank

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

United National Bancorp

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

Blue Ridge Networks

Series B in 2001
Blue Ridge Networks, Inc. specializes in cybersecurity managed services and software solutions designed to safeguard sensitive information from various malicious attacks. The company offers a suite of products, including AppGuard, which protects against advanced threats such as viruses, ransomware, and fileless malware; LinkGuard, which secures against external network breaches; and EdgeGuard, which provides secure remote access with Layer 2 session isolation. Additionally, Blue Ridge Networks delivers network segmentation solutions for industrial control systems and building management, as well as cyber protection services for government agencies and endpoint protection for enterprises, small, and medium businesses. Established in 1987 and headquartered in Chantilly, Virginia, the company also provides high-security outsourced Virtual Private Network (VPN) solutions.
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