ORIX USA
ORIX USA, established in 1981 and headquartered in Dallas, Texas, is an international financial services company operating in 30 countries and regions. With approximately 1,100 employees and additional offices in major cities such as Atlanta, Chicago, Los Angeles, Minneapolis, New York, San Francisco, Washington, D.C., Frankfurt, London, and Paris, the company specializes in offering private credit, real estate, and private equity solutions tailored for middle market borrowers and investors. ORIX USA leverages its strong balance sheet alongside funds from third-party investors to create a beneficial alignment of interests. The organization encompasses several subsidiaries, including ORIX Advisers, ORIX Capital Partners, Signal Peak Capital Management, Boston Financial, Lument, Real Estate Capital, and NXT Capital.
Tuition.io
Debt Financing in 2025
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, which includes federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that allows them to contribute directly to employees' student loan debt, thereby addressing a significant financial burden faced by many workers. In addition to facilitating loan management, Tuition.io offers financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, Tuition.io was previously known as Binksty before rebranding in July 2012. The company's services aim to help employers attract, engage, and retain talent by alleviating the challenges associated with student debt.
Crusoe Energy Systems
Debt Financing in 2025
Crusoe Energy Systems Inc., based in Denver, Colorado, develops innovative technology and solutions aimed at addressing operational, environmental, and regulatory challenges in the oil and gas sector. Founded in 2018, the company specializes in its Digital Flare Mitigation solution, which allows upstream operators without pipeline access to convert wasted natural gas into electricity for energy-intensive computing. This service not only helps oil and gas producers reduce routine flaring of natural gas but also assists them in achieving regulatory compliance and maintaining production levels amid increasing regulations and pipeline constraints. Crusoe Energy Systems is committed to creating solutions that benefit the environment, local communities, and energy producers alike.
SmartAction
Venture Round in 2023
SmartAction LLC is a technology company that specializes in AI-powered customer self-service solutions through its cloud-based platform. Founded in 2002 and based in El Segundo, California, the company focuses on automating complex customer service communications across various channels, including voice, SMS text, chat, social media, and mobile. SmartAction's Intelligent Voice Automation (IVA) platform utilizes advanced natural language speech recognition and artificial intelligence to manage intricate customer requests, allowing call center agents to dedicate more time to meaningful interactions. By bridging the gap between traditional Interactive Voice Response (IVR) systems and human agents, SmartAction aims to enhance customer satisfaction and improve operational efficiency for enterprises, positioning itself for sustained growth in the customer service technology market.
Keap is a software company that specializes in sales and marketing automation solutions tailored for small businesses. Founded in 2001 and based in Chandler, Arizona, Keap offers a comprehensive platform that includes contact management, client management, customer resource management (CRM), email marketing, task management, and e-commerce services. This platform enables users to streamline operations, enhance customer relationships, and automate various business processes, including invoicing and billing. Keap also provides training and support services to help businesses maximize the effectiveness of their software. The company, which was formerly known as Infusionsoft, Inc., rebranded to Keap in January 2019 and has additional offices in Atlanta, San Francisco, Welwyn Garden City in the United Kingdom, and Sydney in Australia.
NXT Capital
Acquisition in 2018
NXT Capital is a structured financing provider focused on the U.S. middle market, founded in 2010 and headquartered in Chicago. As a wholly-owned subsidiary of ORIX Corporation USA, NXT Capital specializes in offering a range of financing solutions through its Corporate Finance and Real Estate Finance divisions. The company has successfully originated over $18 billion across more than 600 transactions, leveraging its extensive experience in the lower-middle market. With approximately $11.4 billion in committed capital, NXT Capital serves a diverse investor base, including public and private pension plans, insurance companies, endowments, and foundations, by providing access to primarily first lien senior secured loans. The firm’s senior management team has a long-standing history in middle-market direct lending, having worked together for over 25 years and navigating multiple credit cycles. NXT Capital maintains a strong presence with offices in several major U.S. cities, including Atlanta, Dallas, Los Angeles, Nashville, New York, and Phoenix.
Lancaster Pollard Holdings
Acquisition in 2017
Lancaster Pollard Holdings, LLC is a financing advisory firm that specializes in providing financial services to health care, senior living, and housing providers. Founded in 1988 and headquartered in Columbus, Ohio, the firm offers a comprehensive range of services including investment banking, mortgage banking, private equity, balance sheet financing, and mergers and acquisitions advisory. Lancaster Pollard is known for its sound financial advice and cost-effective financing solutions, helping clients expand and enhance their services. The firm operates regional banking offices in cities such as Atlanta, Austin, Denver, Kansas City, Minneapolis, Los Angeles, and Philadelphia. In 2017, Lancaster Pollard became a subsidiary of ORIX USA Corporation.
Boston Financial
Acquisition in 2016
Boston Financial, established in 1969 and headquartered in Boston, Massachusetts, specializes in financial services with a strong emphasis on wealth management, investment advisory, and low-income housing tax credit (LIHTC) investments. The company serves a diverse clientele, including individuals, families, endowments, and non-profits, providing tailored capital solutions and support for home ownership through financial assistance programs. As a national leader in the LIHTC industry, Boston Financial has a significant track record in syndication services, asset management, and portfolio management, having invested over $16 billion in equity in LIHTC properties since 1986. The company is committed to creating affordable housing opportunities across urban and rural communities in the U.S. and operates with core values of integrity, collaboration, exceptional client service, and social responsibility. Boston Financial employs a team of 230 professionals dedicated to meeting the diverse financial needs of its clients and partners.
Navigating Cancer
Series C in 2015
Navigating Cancer, Inc. offers a web-based patient care and engagement portal specifically designed for cancer patients and their healthcare teams. Founded in 2008 and based in Seattle, Washington, the platform enables cancer survivors to manage and organize their medical information, track their health, and stay informed about their treatments. It serves as a resource for patients to access articles on various types of cancer and chemotherapy, facilitating discussions about their conditions with peers and healthcare professionals. The portal aims to enhance patient-centered care by connecting patients with their healthcare teams, streamlining practice workflows, and ultimately improving the quality of oncology care while reducing costs.
Equator Technologies
Venture Round in 2003
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.
Equator Technologies
Series D in 2000
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.
Stord, Inc. is a technology company based in Atlanta, Georgia, that specializes in cloud-based warehousing and distribution services. Founded in 2015, Stord provides an integrated platform that allows clients to manage their product flow across multiple warehouses through a single dashboard. This platform is designed to optimize inventory and orders, facilitating on-demand scalability for shippers within a global logistics network. By leveraging a digital warehousing and distribution network, Stord enhances visibility and control over inventory, creating intelligent and self-correcting supply chains. The company partners with numerous brands to improve their ecommerce operations, enabling faster shipping, reliable delivery, and cost reductions while enhancing customer satisfaction. Stord's services are utilized by a range of well-known brands, positioning the company as a key player in the ecommerce enablement space.
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