Fifth Third Bank

Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio, and was founded in 1857. The bank operates four main business segments: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management. It offers a comprehensive range of services, including personal banking, checking and savings accounts, credit and debit cards, as well as various loan products such as mortgages and vehicle financing. Additionally, Fifth Third provides investment and wealth management services, student loans, telephone and internet banking, business banking solutions, merchant services, and treasury management. Through these services, the bank aims to meet the diverse financial needs of both individual and business clients.

Melina Audinelle

Managing Director, Investment Banking and M&A Advisory

Richard Brooks

Managing Director

David Call

Regional President

Steven Ellis

Managing Director

Greg Fisher

Managing Director, Corporate Development

Ross Florey

Team Lead and Vice President

Kimberly Halbauer

Regional President (Kentucky)

Casey Jones

Managing Director, Healthcare Corporate Banking

Randy Koporc

Executive Vice President, Regional President and CEO

Brittney Martin

Vice President, Treasury Management, Financial Institutions

Daniel Moss

Senior Vice President

Scott Silvas

Market President, Texas

Jeremy Viltro

Senior Vice President and Line of Business CFO

65 past transactions

Doral Renewables

Funding Round in 2025
Doral Renewables is a joint venture between Doral Group Renewable Energy Resources and Clean Air Generation, focused on developing utility-scale renewable energy projects. The company engages in all phases of project development, including site selection, permitting, construction, and operation. Doral Renewables aims to enhance the share of renewable energy in the national grid, thereby fostering energy independence and addressing climate change. By concentrating on solar, wind, and energy storage projects, the company seeks to provide sustainable energy solutions that yield significant cost savings for households while simultaneously creating jobs and investing in local communities.

Sarepta Therapeutics

Post in 2025
Sarepta Therapeutics is a biopharmaceutical company headquartered in Cambridge, Massachusetts, that specializes in the discovery and development of precision genetic medicines targeting rare diseases. Founded in 1980, the company employs innovative approaches such as gene therapy, RNA-targeted exon skipping, and gene editing to create novel treatments. Sarepta focuses on addressing unmet medical needs through its proprietary RNA-targeted technology platforms, which facilitate the rapid development of drug candidates. While the company targets a broad range of diseases, most of its product candidates are currently in the early stages of development. To support its manufacturing needs, Sarepta collaborates with third-party contractors.

Cutting Edge Media Music

Debt Financing in 2024
Cutting Edge Media Music are the experts in music for media – film, television, video games, advertising, Broadway – across its publishing, label, services, and marketing verticals. Cutting Edge Media Music also owns IP in some of the most popular media properties and franchises in the world.

Formetco Incorporated

Debt Financing in 2024
Formetco is a marketing and advertising company specializing in outdoor advertising solutions. It provides a range of products, including LED digital billboards, entertainment boards, and sports scoreboards. In addition to these advertising technologies, Formetco offers installation hardware and safety equipment, ensuring comprehensive service and support for its clients in the outdoor advertising sector.

Lincoln Educational Services Corporation

Post in 2024
Lincoln Educational Services Corporation offers career-oriented post-secondary education services to high school graduates and working adults across the United States. The company operates through three main segments: Transportation and Skilled Trades, Healthcare and Other Professions, and Transitional. It provides a variety of programs, including associate degrees, diplomas, and certificates in fields such as automotive technology, skilled trades like welding and HVAC, healthcare services including nursing and dental assisting, and culinary arts. Lincoln operates 22 campuses in 14 states under several brand names, including Lincoln Technical Institute and Lincoln Culinary Institute. The institution emphasizes hands-on training and technical skill development to prepare students for in-demand careers. Founded in 1946 and headquartered in West Orange, New Jersey, Lincoln Educational Services aims to transform students' lives and contribute to community value through high-quality education and training.

SB Energy

Debt Financing in 2023
SB Energy is a power generation company focused on renewable energy services. The company specializes in providing flexible renewable energy solutions at scale, contributing to the global transition towards sustainable energy. By prioritizing environmental benefits, SB Energy aims to support its customers and communities while promoting a cleaner and more sustainable future.

Mammoth Energy Services

Post in 2023
Mammoth Energy Services is an integrated energy services company focused on supporting the exploration and development of unconventional oil and natural gas reserves in North America. The company provides a range of services, including well-completion, drilling, natural sand proppant, and infrastructure services. Additionally, Mammoth is involved in the construction and repair of the electric grid, serving private utilities, public investor-owned utilities, and cooperative utilities. The majority of its revenue is generated from well-completion services, reflecting its commitment to enhancing energy production and infrastructure development in the region.

ATN International

Post in 2023
ATN International, through its subsidiaries, offers a range of wireless and wireline telecommunications services across North America and the Caribbean. The company provides wireless voice and data services to retail customers in Guyana and Bermuda, along with wholesale wireless voice and data roaming services to various carriers in rural markets, primarily in the southwestern and lower midwestern United States. Additionally, ATN International delivers domestic wireline local and long-distance telephone services in Guyana and integrated voice and data communications to residential and business clients in New England, mainly in Vermont. The company also offers wholesale transport services in New York and Internet access in the U.S. Virgin Islands. Furthermore, ATN International facilitates international voice and data communications into and out of Guyana via fiber optic cables. Founded in 1987, the company is headquartered in Salem, Massachusetts.

WH Smith

Post in 2023
WH Smith is a British retailer renowned for its extensive chain of shops located in high streets, railway stations, airports, hospitals, and motorway service areas. Founded in 1972 and headquartered in Swindon, Wiltshire, the company operates primarily through two segments: travel and high street. The travel segment consists of 586 units, catering to the needs of travelers by offering a curated selection of products, including food, drinks, publications, books, and tech accessories. The high street segment features a diverse range of items, such as stationery, books, newspapers, magazines, and confectionery, with seasonal trading peaks during Christmas, Easter, and the back-to-school period in late summer. WH Smith is recognized as the first chain store company in the world and played a pivotal role in the development of the ISBN book catalog system.

Rize

Acquisition in 2023
Rize develops customer-centric financial applications aimed at fintechs, established financial institutions, and non-financial brands. Its innovative technology features patent-pending Synthetic Account capabilities, which integrate checking, saving, and brokerage services into a single, flexible platform. This allows clients to create tailored products and user experiences that address the specific needs of their customers. By offering a unified application programming interface (API), Rize enables businesses to efficiently build across various account types, simplifying the development process and enhancing financial service delivery.

Big Data Healthcare

Acquisition in 2023
Big Data Healthcare specializes in enhancing operational efficiency within the healthcare sector through advanced automation solutions. Their primary product, FUSE, is designed to streamline revenue cycle management by eliminating the manual reconciliation of remittances to deposits and the manual posting of payments into electronic medical records or practice management systems. By automating these processes, Big Data Healthcare enables healthcare providers to reduce administrative costs, improve financial outcomes, and accelerate access to working capital, ultimately supporting their long-term financial sustainability and enhancing overall healthcare results.

Flagship Healthcare Trust

Debt Financing in 2022
Flagship Healthcare Trust, founded in 2010 and based in Charlotte, North Carolina, specializes in the acquisition and management of commercial healthcare properties across the United States, with a focus on the Southeastern region. The firm offers a comprehensive suite of real estate services, including investment and capital solutions, development, property sales, leasing, marketing, and facilities management. Additionally, it manages the Flagship Healthcare Real Estate Fund, which targets investments specifically within the healthcare sector, aiming to enhance the value and operational efficiency of its properties while meeting the needs of healthcare providers and patients.

Tricolor Holdings

Debt Financing in 2022
Tricolor Auto is the largest distributor of used vehicles in the Dallas-Fort Worth, Houston, Austin, San Antonio, Odessa, and Corpus Christi areas, offering a wide selection of cars, trucks, vans, and SUVs in excellent condition. The company operates as a Community Development Financial Institution, utilizing AI-powered technology to enhance financial inclusion. Tricolor provides a unique online customer journey that allows individuals with limited or no credit history to access affordable credit-building auto loans. By offering in-house financing with low installment payment options, Tricolor enables customers without high credit scores, social security numbers, or driver's licenses to purchase quality vehicles. Through its services, Tricolor Auto aims to improve the lives of underserved communities and help them secure a better future.

Aircastle

Debt Financing in 2022
Aircastle Limited, founded in 2004 and based in Stamford, Connecticut, specializes in the acquisition, leasing, financing, and management of commercial flight equipment for airlines globally. The company operates a portfolio that includes modern, operationally efficient jets, which it leases to a diverse customer base. As of 2019, Aircastle's fleet comprised 287 aircraft leased to 85 lessees across 49 countries. The company's focus on high-utility commercial jets enables it to serve a wide range of airline customers, enhancing its presence in the aviation sector. In March 2020, Aircastle became a subsidiary of Marubeni Corporation, further integrating its operations within a larger corporate structure.

Dividend Finance

Acquisition in 2022
Dividend Finance is a national provider of financing solutions focused on renewable energy and energy efficiency, catering to both homeowners and commercial property owners. Established in 2014, the company pioneered residential solar financing with its EmpowerLoan™ product, which facilitates the financing of solar installations. Dividend offers a comprehensive suite of financial products, including residential solar loans, home improvement loans, and Property Assessed Clean Energy (PACE) financing. Additionally, the company operates an online lending platform that connects homeowners, installers, and financial investors, streamlining the process for acquiring clean energy financing. This platform not only enhances the financing experience but also supports the growth of sustainable energy practices by enabling customers to upgrade their homes and reduce overall energy consumption.

Grasshopper Solar

Debt Financing in 2021
Grasshopper is a long-time advocate of green energy, with the conviction it will simply make our province a better place for families to live, work and grow. they have provided energy solutions to homeowners, farmers, municipalities, school boards, and large corporations. At Grasshopper, they’re here to address your specific needs. Their team understands a solar project requires the interconnection of key individuals with the ability to materialize the economic, environmental and social advantages of this elegant technology. They’re committed to providing you with a customized solution and exceptional customer service from start to finish.

Everstream Solutions

Debt Financing in 2021
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.

Phillips Edison & Company

Debt Financing in 2021
Phillips Edison & Company is a leading real estate investment trust that specializes in owning and operating grocery-anchored shopping centers across the United States. With a diverse portfolio of well-occupied neighborhood shopping centers, the company features a mix of national and regional retailers that provide essential goods and services in strong demographic markets. Its vertically-integrated operating platform enables effective acquisition, leasing, and management of properties, which contributes to its strong operational performance. As of September 2020, the company managed 309 properties, including 283 wholly-owned centers encompassing approximately 31.7 million square feet. With over 29 years of experience, Phillips Edison & Company is dedicated to enhancing the shopping experience and positively impacting the communities it serves.

Provide

Acquisition in 2021
Provide, Inc. is a financial software company that specializes in offering tailored solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and headquartered in San Francisco, California, the company provides a range of services including lending, business bank accounts, and insurance. This focus on the unique financial needs of healthcare providers reflects the company's commitment to supporting these essential professionals, particularly in challenging times such as the global pandemic. Previously known as Lendeavor, Provide aims to enhance the financial management capabilities of its users through innovative software solutions.

Provide

Series A in 2020
Provide, Inc. is a financial software company that specializes in offering tailored solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and headquartered in San Francisco, California, the company provides a range of services including lending, business bank accounts, and insurance. This focus on the unique financial needs of healthcare providers reflects the company's commitment to supporting these essential professionals, particularly in challenging times such as the global pandemic. Previously known as Lendeavor, Provide aims to enhance the financial management capabilities of its users through innovative software solutions.

Steady

Series B in 2020
Steady removes barriers to earn through its income intelligence that supports over 3 million hourly, 1099 and mixed-earners in earning more, an average of over $5,500 per year. Steady's view of income also applies its technology for purposes of income measurement that fills the wage data gap for public and private sector entities that service this worker population in areas such as the administration of public sector benefits. Steady was founded in 2017.

Everstream Solutions

Debt Financing in 2020
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.

Health iPASS

Venture Round in 2020
HealthiPASS is a company focused on enhancing the patient revenue cycle by streamlining the payment process in healthcare settings. Its innovative software solution simplifies patient check-in and facilitates the collection of payments, including co-pays and prior balances, at the time of service. The platform is compatible with over 850 payers and 90 practice management systems, making it adaptable and efficient for various healthcare providers. By promoting price transparency and automating payment processes, HealthiPASS has helped many providers achieve high patient net collection rates, reduce payment denials significantly, and lower operational costs. This patient-centric approach not only improves the overall patient experience but also builds trust between patients and healthcare providers.

DadeSystems

Series D in 2019
DadeSystems, LLP specializes in developing payment processing software solutions, particularly focused on cash application automation. Its flagship product, DadePay, is a SaaS-based platform that automates the complex invoice-to-cash process, efficiently capturing incoming payments through various channels such as cash, checks, ACH, EFT, and credit cards. DadePay employs advanced algorithms to match payments to open invoices, ensuring that updates are reflected in ERP systems and facilitating electronic deposits at banks. The suite includes additional features like DadePay Mobile for mobile payment matching and a customer ePayment portal. DadeSystems serves a diverse range of industries, including manufacturing, healthcare, retail, and financial institutions, helping them improve efficiency, reduce processing costs, and enhance customer payment experiences. Founded in 2011 and based in Miami, Florida, DadeSystems aims to streamline cash flow and automate accounts receivable processes for its clients.

DSD Renewables

Venture Round in 2019
DSD Renewables is a renewable energy solutions company that develops, constructs and operates renewable energy projects. DSD Renewables has capabilities that encompass development, structured financing, project acquisition, and long-term asset ownership. Through these multifaceted strengths, DSD expedites the implementation of renewable energy resources, generating substantial value for its commercial, industrial, and municipal customers and partners.

Quadient Accounts Receivable by YayPay

Series A in 2018
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.

Franklin Street Partners

Acquisition in 2018
Franklin Street Partners, Inc. is a privately owned investment manager based in Chapel Hill, North Carolina. Founded in 1990, the firm specializes in providing investment advisory and wealth management services to a diverse clientele, including high net worth individuals, foundations, endowments, and institutional investors. Its offerings encompass a wide range of services such as tax management, asset allocation, trust services, family education, legacy planning, philanthropic planning, charitable trusts, and retirement plan services. The firm is registered as an investment adviser and is managed by an executive team focused on delivering tailored financial solutions.

MB Financial Bank

Acquisition in 2018
MB Financial, Inc. is a bank holding company that operates MB Financial Bank, N.A., primarily serving small and middle-market businesses and individuals in the Chicago metropolitan area. Established in 1911 and headquartered in Chicago, the company offers a diverse range of financial services through three main segments: Banking, Leasing, and Mortgage Banking. The Banking segment provides commercial banking products such as working capital loans, lines of credit, and various financing options, alongside retail banking services including deposit accounts and treasury management. The Leasing segment focuses on lease originations for a variety of equipment, while the Mortgage Banking segment specializes in originating and servicing residential mortgage loans. MB Financial operates approximately 87 banking offices and 119 ATMs in the Chicago area, emphasizing its commitment to local community banking.

DadeSystems

Corporate Round in 2018
DadeSystems, LLP specializes in developing payment processing software solutions, particularly focused on cash application automation. Its flagship product, DadePay, is a SaaS-based platform that automates the complex invoice-to-cash process, efficiently capturing incoming payments through various channels such as cash, checks, ACH, EFT, and credit cards. DadePay employs advanced algorithms to match payments to open invoices, ensuring that updates are reflected in ERP systems and facilitating electronic deposits at banks. The suite includes additional features like DadePay Mobile for mobile payment matching and a customer ePayment portal. DadeSystems serves a diverse range of industries, including manufacturing, healthcare, retail, and financial institutions, helping them improve efficiency, reduce processing costs, and enhance customer payment experiences. Founded in 2011 and based in Miami, Florida, DadeSystems aims to streamline cash flow and automate accounts receivable processes for its clients.

CommonBond

Series D in 2018
CommonBond, Inc. is an online lending company based in New York, founded in 2011. It specializes in providing financial solutions for students seeking to pay for higher education in the United States. The company offers refinancing and financing options for undergraduate and graduate student loans, including parent PLUS loans and MBA student loans. CommonBond enables students to access both fixed and variable rate products for refinancing existing loans or financing their education while enrolled. Additionally, the company provides a product called SmartSave, which allows customers to redirect their monthly savings from student loan refinancing into a wealth-generating cash account. Furthermore, CommonBond assists businesses in managing their employees' student loan debt, thereby addressing the growing concern of educational debt in the workforce.

Supplies Wholesalers

Debt Financing in 2018
Supplies Wholesalers (SW) is one of the largest and fastest growing wholesalers of compatible ink and toner products in the industry today offering thousands of unique product sku’s & with 3 warehouses now, we can service 90% of the US in just 1-2 days via UPS Ground.

Greenbacker Renewable Energy Company

Debt Financing in 2018
Greenbacker Renewable Energy Company is a non-traded limited liability company that focuses on owning and managing a diverse range of renewable energy assets. The company operates a portfolio that includes income-generating power plants, energy efficiency projects, and various sustainable investments. By concentrating on these areas, Greenbacker aims to contribute to the transition to cleaner energy sources while providing financial returns through its operations.

Current

Series A in 2017
Current is a consumer fintech banking platform dedicated to enhancing financial access for everyday Americans. The company focuses on developing integrated solutions that address the barriers preventing individuals from achieving their financial goals. By simplifying banking processes and providing user-friendly tools, Current aims to empower users to build a secure financial future. With backing from prominent investors, Current continues to innovate in the financial technology space, striving to meet the diverse needs of its customer base through modern banking solutions.

NRT Technology

Venture Round in 2017
NRT Technology Corp. specializes in providing advanced payment processing, cash handling, and cash management solutions specifically tailored for the casino industry. The company offers a comprehensive payment processing solution known as Centre Payment Systems, which integrates with various financial institutions to facilitate instant access to a range of services, including ATM transactions, credit card cash advances, point-of-sale debit transactions, dynamic currency conversion, and check cashing. NRT also delivers turnkey applications for jackpot and ticket redemption, enhancing the overall cash handling capabilities for casino operators. Through its innovative platforms, NRT Technology aims to streamline financial transactions and improve operational efficiency for integrated casino resort operators.

Epic Insurance Solutions Agency

Acquisition in 2017
Epic Insurance Solutions Agency, headquartered in Louisville, Kentucky, operates as an insurance agency offering a comprehensive suite of coverage options for both individuals and businesses. Their product range includes personal lines such as homeowners, auto, life, and umbrella insurance, along with specialized policies for items like jewelry or RVs. For business clients, they provide professional solutions including property, liability, workers' compensation, cyber-liability, bonds, crime insurance, and directors & officers coverage. Additionally, Epic offers employee benefits and HR consulting services to assist businesses in managing their workforce's needs.

Quadient Accounts Receivable by YayPay

Venture Round in 2017
YayPay Inc. develops a cloud-based accounts receivable management software that automates payment workflows for finance, credit, and collections teams. Founded in 2015 and headquartered in New York, the company offers a range of solutions including dashboards for automated collections, payment predictions, and payer trends, as well as integration with popular platforms like Oracle NetSuite, Sage Intacct, Acumatica, QuickBooks, and Salesforce. YayPay's software utilizes data science and machine learning to improve the credit to cash process, facilitating credit assessments, invoicing, collections management, online payment processing, and cash application. The company targets mid-market and enterprise customers across various sectors, including manufacturing, wholesale, software, and consulting. As a subsidiary of Quadient S.A., YayPay has additional offices in Kyiv, Ukraine, and London, United Kingdom.

GA Telesis

Debt Financing in 2017
GA Telesis is a prominent provider of aerospace products and services, specializing in aircraft leasing, repair, and supply chain management. With operations in the United States, Canada, the United Kingdom, Finland, and China, the company has established itself as a leader in the aerospace industry over the past fifteen years. GA Telesis offers a comprehensive range of services to support its clients, including sales, leasing, distribution, and maintenance facilities, thereby catering to various needs within the aerospace sector.

R.G. McGraw Insurance Agency

Acquisition in 2017
R.G. McGraw Insurance Agency, Inc., founded in 1955 and based in Cincinnati, Ohio, specializes in property and casualty insurance brokerage services for personal and commercial clients. The agency caters to a diverse clientele, including businesses, public institutions, and high net worth individuals. It is recognized for its ability to provide cost-effective coverage solutions tailored to meet clients' risk management, asset protection, and employee health benefit requirements. As a subsidiary of Fifth Third Insurance Agency, R.G. McGraw Insurance Agency also offers actuarial, underwriting, and claims processing services, further enhancing its ability to address clients' comprehensive risk management needs.

ApplePie Capital

Series B in 2016
ApplePie Capital, established in 2013 and based in San Francisco, specializes in providing financing solutions tailored to franchise businesses. Through its online platform, the company offers a range of loan products designed to help franchisees open new locations, acquire existing ones, refinance debts, or fund renovations. ApplePie Capital connects entrepreneurs with investors seeking fixed-income returns, facilitating efficient financing for franchise expansion while promoting trust in established brands.

AvidXchange

Series E in 2016
AvidXchange, Inc. is a leading provider of accounts payable automation and payment solutions specifically designed for mid-sized companies in various sectors, including banking, construction, healthcare, hospitality, real estate, and technology. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange streamlines invoice and payment processes, processing over $140 billion in transactions annually through a network of more than 680,000 suppliers. The company's comprehensive software suite includes tools for purchase order management, invoice handling, payment processing, check printing, and utility bill management. With a workforce of approximately 1,500 employees and additional offices in several states, AvidXchange has established itself as a prominent player in the fintech space, transforming how approximately 6,000 customers across North America manage their accounts payable and payment workflows.

GreenSky

Private Equity Round in 2016
GreenSky, Inc. is a technology company based in Atlanta, Georgia, that specializes in point-of-sale financing and payment solutions for merchants, consumers, and banks. Founded in 2006, GreenSky employs a proprietary technology infrastructure that streamlines the transaction lifecycle, encompassing credit applications, underwriting, and real-time allocation to banking partners. The company provides paperless solutions that enhance the user experience in payments and credit, facilitating loans primarily for home improvement and healthcare services. With partnerships among numerous large banking institutions, GreenSky has funded over 12 billion dollars in loans for more than 1.7 million customers, offering an accessible mobile app for loan management. Its services target consumers with prime to prime-plus credit, presenting an alternative to traditional credit cards for smaller loan amounts.

Transactis

Series E in 2016
Transactis, Inc. specializes in Software-as-a-Service (SaaS) solutions for electronic bill presentment and payment, primarily serving businesses in the United States. The company offers BillerIQ, a cloud-based platform that allows businesses to send electronic bills and invoices while facilitating payments through online, phone, and mobile channels. Additionally, Transactis provides DocumentIQ, a digital document management solution that helps organizations manage and store documents electronically. Its services cater to various sectors, including financial services, healthcare, utilities, education, and retail, among others. Transactis operates through a reseller network that includes financial institutions and technology companies, positioning itself as a comprehensive partner by providing sales, marketing, and operational support to enhance resellers' offerings. The company adheres to stringent regulatory standards, ensuring compliance with industry requirements. Founded in 2001 and headquartered in New York, Transactis operates as a subsidiary of Mastercard Incorporated.

Nelson-Miller

Debt Financing in 2015
Nelson-Miller designs, manufactures and sources customized membrane switches, nameplates, touch screens, keypads, and other user-interface and product identification solutions. The Company often provides the complete product design and full manufacturing for its customers. The products are typically used by product and equipment manufacturers primarily in the healthcare, industrial, aerospace and consumer industries.

Zipscene

Venture Round in 2015
Zipscene LLC is a restaurant marketing platform that specializes in aggregating, analyzing, and activating data related to dining patterns. Founded in 2004 and headquartered in Cincinnati, Ohio, the company aims to enhance marketing performance for restaurants by providing insights into guest behavior. By understanding the factors that influence dining choices, Zipscene enables its clients to create personalized marketing messages and strategies that effectively engage both existing and potential customers. The platform’s focus on data-driven decision-making allows restaurants to improve guest retention and acquisition through targeted communication. As of September 30, 2018, Zipscene operates as a subsidiary of NCR Corporation.

Rubicon

Series C in 2015
Rubicon is a digital marketplace for waste and recycling. They provide innovative software-based products for businesses and governments. They focus on developing software solutions that bring new transparency to the waste and recycling industry, encouraging customers to make data-driven decisions that lead to more efficient and effective operations as well as more sustainable outcomes.

Hygea Health Holdings

Debt Financing in 2015
Hygea Holdings Corp. operates a network of multidisciplinary integrated medical group practices primarily focused on primary care in Florida. The company manages a network of healthcare management service organizations that coordinate medical care for patients enrolled in various managed care health plans. Its independent physician association includes approximately 1,600 physicians across 76 medical specialties, ensuring a broad range of healthcare services. Additionally, Hygea utilizes an electronic medical records and practice management system to facilitate integrated patient record management. Founded in 2007, the company is headquartered in Doral, Florida.

Rubicon

Series B in 2015
Rubicon is a digital marketplace for waste and recycling. They provide innovative software-based products for businesses and governments. They focus on developing software solutions that bring new transparency to the waste and recycling industry, encouraging customers to make data-driven decisions that lead to more efficient and effective operations as well as more sustainable outcomes.

HubLogix

Convertible Note in 2014
HubLogix is a cloud-based software solution designed to automate logistics processes for online retailers throughout the order lifecycle. The company integrates with leading e-commerce platforms such as Channel Advisor, Magento, Shopify, and Amazon, as well as a network of third-party logistics providers and distributors. This integration allows HubLogix to streamline the connection between inventory management, order processing, and fulfillment, ensuring that orders are efficiently managed from cart to doorstep. By optimizing these logistics and inventory functions, HubLogix enables retailers and branded manufacturers to operate more flexibly and effectively in the competitive online marketplace.

ShareThis

Series C in 2014
ShareThis, Inc. is a technology company that specializes in developing a social data platform aimed at enhancing consumer engagement and content sharing for publishers, advertisers, and data-driven businesses. Founded in 2004 and headquartered in Palo Alto, California, ShareThis offers a suite of tools that enable real-time processing of first-party data, allowing users to drive engagement, optimize content, and personalize experiences across various digital channels. The company's offerings include share buttons for multiple social media platforms, reaction buttons, and tools for Social A/B testing to improve content effectiveness. Additionally, ShareThis provides a Real-Time Marketing Engine that helps brands activate their audiences across different screens and digital formats. By analyzing user behavior across millions of global domains, ShareThis synthesizes social share, interest, and intent data to deliver actionable insights for customer targeting and acquisition. The company also maintains offices in several key U.S. cities, including Chicago, New York City, Boston, and Manhattan Beach.

Poppin

Series C in 2014
Poppin Inc. is a New York-based company that designs and retails a wide range of office products, including notebooks, planners, writing instruments, and desk accessories. The company also provides organizational supplies such as filing systems, storage solutions, and various office essentials. In addition to these products, Poppin offers furniture and décor items, including desks, chairs, conference tables, and decorative elements, catering to the needs of schools, businesses, and organizations. Founded in 2009, Poppin focuses on customization and space planning services, providing tailored design solutions to enhance workplace environments. As of December 2020, Poppin operates as a subsidiary of Kimball International, Inc.

Vonage Holdings

Post in 2014
Vonage Holdings Corp. is a provider of cloud communications services for both businesses and consumers. The company operates through two main segments: Business and Consumer. The Business segment delivers cloud-based applications that include integrated voice, text, video, data, and collaboration tools, as well as API solutions that allow businesses to enhance communication by embedding these services into their applications and processes. The Consumer segment offers home telephone services with various features such as voicemail, call forwarding, and virtual phone numbers, along with consumer plans like Vonage World and Vonage North America. Additionally, Vonage provides devices that enable simultaneous internet and phone use, along with high-speed broadband services. The company markets its products through sales agents, websites, and toll-free numbers across multiple regions, including the United States, Canada, the United Kingdom, the European Union, and Asia. Founded in 2000, Vonage is headquartered in Holmdel, New Jersey and serves industries such as healthcare, education, retail, and finance.

OnShift

Series C in 2014
OnShift is a provider of cloud-based human capital management software specifically designed to address workforce challenges in post-acute and long-term care facilities. The company's platform includes a comprehensive suite of tools for hiring, scheduling, employee engagement, and talent acquisition, aimed at enhancing productivity and profitability for healthcare organizations. With features such as predictive analytics and intuitive design, OnShift empowers clients to maintain a consistent and engaged workforce, ultimately driving quality care and reducing operational costs. Thousands of senior living and post-acute care organizations rely on OnShift's solutions to effectively manage their staffing needs and improve overall performance.

BILL

Series E in 2013
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.

ShareThis

Series C in 2013
ShareThis, Inc. is a technology company that specializes in developing a social data platform aimed at enhancing consumer engagement and content sharing for publishers, advertisers, and data-driven businesses. Founded in 2004 and headquartered in Palo Alto, California, ShareThis offers a suite of tools that enable real-time processing of first-party data, allowing users to drive engagement, optimize content, and personalize experiences across various digital channels. The company's offerings include share buttons for multiple social media platforms, reaction buttons, and tools for Social A/B testing to improve content effectiveness. Additionally, ShareThis provides a Real-Time Marketing Engine that helps brands activate their audiences across different screens and digital formats. By analyzing user behavior across millions of global domains, ShareThis synthesizes social share, interest, and intent data to deliver actionable insights for customer targeting and acquisition. The company also maintains offices in several key U.S. cities, including Chicago, New York City, Boston, and Manhattan Beach.

MidCap Financial

Debt Financing in 2012
MidCap Financial is a specialty finance firm based in Bethesda, Maryland, established in 2008, that focuses on the middle market. The firm offers a range of senior debt solutions, including leveraged loans, real estate loans, asset-based loans, and venture debt, catering to companies across various industries. MidCap Financial partners with management teams, financial sponsors, and intermediaries to provide tailored financing solutions that support growth and working capital management. With over $3 billion in commitments under management, the firm leverages its experience and strong balance sheet to deliver effective debt solutions. Managed by Apollo Capital Management, a subsidiary of Apollo Global Management, MidCap Financial benefits from extensive market expertise and resources, making it a preferred lender for businesses at different stages of development.

Preferred Fragrance

Debt Financing in 2011
Preferred Fragrance is a prominent developer and marketer of affordable fragrances based in New York. The company specializes in creating perfumes and body care products inspired by top designers and celebrities, offering both proprietary and licensed fragrances. Their extensive product range is available in over 50,000 retail locations across the United States, including sectors such as apparel, mass-market, value-priced, and pharmacy. In addition to fragrance development, Preferred Fragrance provides services that include market research, brand building, fragrance oil development, package design, and logistics management. The company aims to provide quality products at accessible prices, catering to domestic and international brands and retailers.

Aurora Organic Dairy

Debt Financing in 2011
Aurora Organic Dairy is a leading operator of organic dairy farms that specializes in supplying and packaging private-label, store-brand dairy products, particularly milk and butter, for major grocery chains. The company operates organic dairy farms and a calf ranch in Colorado and Texas, along with two processing plants located in Platteville, Colorado, and Columbia, Missouri. Aurora Organic Dairy maintains a vertically integrated supply chain, overseeing every aspect from crop cultivation to milk production and packaging, ensuring quality and traceability throughout the process. With a strong commitment to organic standards, the company focuses on delivering high-quality dairy products that meet the needs of its customers.

DataBank IMX

Private Equity Round in 2011
DataBank IMX, LLC specializes in comprehensive business process solutions, focusing primarily on document management and conversion services. Established in 1991 and headquartered in King of Prussia, Pennsylvania, the company operates eight production centers across the United States. DataBank IMX offers a wide array of services including accounts payable and receivable, human resources, contract management, and records management, along with enterprise solutions such as business process outsourcing. The firm provides professional consulting, design, and implementation services, as well as document scanning and storage solutions. It serves various sectors including government, healthcare, finance, and education, delivering tailored applications to enhance information management practices. Committed to data security and compliance, DataBank IMX holds SOC2 Type II certification and assists clients in adhering to regulations such as HIPAA and FERPA. The company has gained industry recognition for its quality and performance, collaborating with leading technology partners to offer innovative solutions.

Paradigm Spine

Debt Financing in 2009
Paradigm Spine, LLC is a privately-held medical device company based in New York, specializing in the design, development, and marketing of innovative solutions for spinal diseases. The company focuses on non-fusion spinal implant technology, offering a range of minimally invasive products aimed at treating conditions such as lumbar spinal stenosis and age-related spinal deformities. Key offerings include the Coflex interspinous implant, which is used for facet arthrosis and decompression procedures, as well as the DSS system, a minimally-invasive pedicle-screw based solution. Paradigm Spine emphasizes the development of surgeon-centric and indication-specific products that preserve motion and support natural anatomical function, catering to spine specialists worldwide. Founded in 2002, the company was previously known as Spine Motion, LLC before rebranding in 2005.

South Florida Bank Holding Corporation

Acquisition in 1999
South Florida Bank Holding Corporation

Emerald Financial Corp

Acquisition in 1999
Emerald Financial Corp., through The Strongsville Savings Bank, was engaged primarily in attracting deposits from the general public.

Ashland Bankshares

Acquisition in 1998
Ashland Bankshares

State Savings Company

Acquisition in 1998
State Savings Company is a privately-owned thrift holding company.

Arevon Energy

Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.
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