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

68 past transactions

Doral Renewables

Funding Round in 2025
Doral Renewables is a joint venture formed by Doral Group Renewable Energy Resources and Clean Air Generation, dedicated to the development and operation of utility-scale renewable energy projects. The company is involved in every phase of project development, including site selection, permitting, construction, and ongoing operation. Doral Renewables focuses on solar, wind, and energy storage projects, emphasizing strategic land use, optimal grid locations, and community engagement. Their initiatives aim to create jobs, invest in local communities, and promote a cleaner environment, all while contributing to energy independence and reducing the impacts of climate change. By increasing the share of renewable energy in the national grid, Doral Renewables seeks to provide sustainable energy solutions that yield substantial cost savings for households globally.

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 is an international provider specializing in music for the film, television, video game, and advertising industries. The company offers a range of services, including publishing, label management, and marketing, tailored to meet the needs of studios, independent producers, and global brands. Cutting Edge Media Music is known for its ownership of intellectual property in some of the most recognized media franchises, allowing it to enhance the value of music within various content. By working closely with content owners, the company provides both investment capital and music services, establishing itself as an expert in the intersection of music and media.

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 is a provider of career-oriented post-secondary education in the United States, catering to high school graduates and working adults. The company operates through three main segments: Transportation and Skilled Trades, Healthcare and Other Professions, and Transitional. It offers a range 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 assistance, hospitality disciplines like culinary arts and cosmetology, and information technology. The company manages 22 campuses across 14 states under various brand names, including Lincoln Technical Institute and Lincoln Culinary Institute. Founded in 1946 and headquartered in West Orange, New Jersey, Lincoln Educational Services is dedicated to providing hands-on training and technical skill development in a supportive learning environment, with the goal of transforming students' lives and enhancing community value.

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 is a company dedicated to enhancing efficiency in the healthcare sector through its innovative software solutions. Their primary product, FUSE, automates the reconciliation of remittances to deposits and the posting of payments into existing electronic medical records (EMR) or electronic health records (EHR) systems. By streamlining these back-office processes, Big Data Healthcare helps healthcare providers reduce operational costs and improve cash flow management. Their focus on data intelligence aims to enhance overall healthcare outcomes while ensuring financial sustainability for organizations in the industry.

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 Holdings, established in 2007 and headquartered in Dallas, Texas, operates as a leading used car dealership group in major Texas cities. It offers a wide range of vehicles, including coupes, minivans, pickup trucks, SUVs, and sedans, along with financing options. Notably, Tricolor Holdings leverages AI-powered technology to advance financial inclusion, providing affordable auto loans to customers with limited or no credit history, helping them build credit and secure a better financial future.

Aircastle

Debt Financing in 2022
Aircastle Limited is a company based in Stamford, Connecticut, that specializes in the leasing, financing, selling, and management of commercial flight equipment for airlines globally. Founded in 2004, Aircastle has built a diverse portfolio of modern and operationally efficient aircraft, which includes 287 jets leased to 85 customers across 49 countries as of December 31, 2019. The company focuses on providing high-utility commercial jet aircraft, ensuring a wide operator base and adapting to the evolving needs of the airline industry. As of March 2020, Aircastle operates as a subsidiary of Marubeni Corporation.

Dividend Finance

Acquisition in 2022
Dividend Finance is a national provider of renewable energy and energy efficiency financing solutions designed for homeowners and commercial property owners. Established in 2014, the company initially revolutionized the residential solar financing sector with its EmpowerLoan product, focusing on funding solar installations. Dividend Finance has since broadened its offerings, which now include a variety of financing options for home improvements and commercial PACE financing, aimed at enhancing energy efficiency. The company operates an innovative online lending platform that connects homeowners, contractors, and financial investors, simplifying the process of securing financing and managing energy-related projects. By facilitating access to sustainable energy solutions, Dividend Finance promotes the adoption of energy-efficient lifestyles.

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 based in San Francisco, California, specializing in innovative solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and originally known as Lendeavor, the company focuses on enhancing practice finance by offering a range of services including lending, business bank accounts, and insurance. Provide aims to support healthcare providers by streamlining financial processes and improving access to essential financial resources, particularly in the context of challenges posed by the global pandemic.

Provide

Series A in 2020
Provide, Inc. is a financial software company based in San Francisco, California, specializing in innovative solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and originally known as Lendeavor, the company focuses on enhancing practice finance by offering a range of services including lending, business bank accounts, and insurance. Provide aims to support healthcare providers by streamlining financial processes and improving access to essential financial resources, particularly in the context of challenges posed by the global pandemic.

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 is a provider of payment processing software solutions based in Miami, Florida, founded in 2011. The company specializes in automating the cash application process, offering a suite of products under the DadePay brand. These solutions include DadePay AR, which matches payments to open accounts receivable, and DadePay Mobile, designed for invoice matching and remittance processing. Additionally, DadePay ePayments facilitates customer payment reminders through email or text, while DadePay Mailroom automates loan payment processing for financial institutions. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager for transaction monitoring to identify anomalies. DadeSystems serves a diverse array of industries, including manufacturing, healthcare, retail, and finance, providing tools that enhance efficiency, reduce processing costs, and improve cash flow management.

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 is a provider of payment processing software solutions based in Miami, Florida, founded in 2011. The company specializes in automating the cash application process, offering a suite of products under the DadePay brand. These solutions include DadePay AR, which matches payments to open accounts receivable, and DadePay Mobile, designed for invoice matching and remittance processing. Additionally, DadePay ePayments facilitates customer payment reminders through email or text, while DadePay Mailroom automates loan payment processing for financial institutions. The company also offers DadePay Virtual Lockbox for remote lockbox services and DadePay Transaction Manager for transaction monitoring to identify anomalies. DadeSystems serves a diverse array of industries, including manufacturing, healthcare, retail, and finance, providing tools that enhance efficiency, reduce processing costs, and improve cash flow management.

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.

Growth Capital Corp

Debt Financing in 2018
Since 1982, they have provided more than $425 million in financial assistance to businesses as part of their overall mission to foster economic growth and job creation in Ohio. Also, for the past 8 years, they have been the number one SBA 504 and SBA Community Advantage lender in the State of Ohio. Growth Capital has a team of experienced economic development finance professionals with years of experience helping small business owners and lenders to access various state and federal finance opportunities.

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, LLC is a global commercial aviation company that provides a comprehensive range of services and products to the aerospace industry. Established in 2002, the company is headquartered in Fort Lauderdale, Florida, with facilities in the United States, Canada, United Kingdom, Finland, and China. GA Telesis offers maintenance services, including repair, overhaul, and inventory support, as well as the distribution of aircraft systems, engines, parts, and related supplies. Its financial services encompass asset management, capital management, and inventory monetization. The company also provides leasing solutions, such as short-term and long-term leases, sale and lease back, and fleet phase out for commercial aircraft, engines, and inventory. GA Telesis serves a diverse clientele, including international and domestic airlines, engine manufacturers, and overhaul service suppliers, with notable clients like Air Canada, American Airlines, Boeing, and Delta Air Lines. The company's extensive inventory and global presence enable it to deliver timely and customized solutions to its customers worldwide.

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 is a FinTech company based in Atlanta, Georgia, founded in 2006. It specializes in providing point-of-sale financing and payment solutions to merchants, consumers, and banks. GreenSky's proprietary technology infrastructure supports the entire transaction lifecycle, from credit application and underwriting to real-time allocation of funds, document distribution, funding, settlement, and servicing. The company partners with over 14 large banking institutions to offer loans for various purposes, including home improvement services like HVAC installations, roofing, and remodeling, as well as medical expenses not covered by insurance. GreenSky's loans are designed to provide an alternative to credit cards for customers with prime to prime plus credit, offering a convenient mobile app for easy access to funds.

Transactis

Series E in 2016
Transactis, Inc. is a New York-based company specializing in Software-as-a-Service solutions for electronic bill presentment and payment. Established in 2001, Transactis enables businesses to transition from traditional paper-based billing to efficient digital alternatives. Its primary offerings include BillerIQ, a cloud platform for delivering electronic bills and accepting online, phone, and mobile payments, and DocumentIQ, a digital document management system for transforming and archiving documents. The company serves a diverse array of industries, including financial services, healthcare, utilities, and retail, among others. Operating solely through a network of resellers, which include financial institutions and technology companies, Transactis provides white-label SaaS solutions along with substantial sales, marketing, and technical support to empower its partners. The company adheres to rigorous regulatory standards, ensuring compliance with regulations such as HIPAA and PCI Level 1.

Nelson-Miller

Debt Financing in 2015
Nelson Miller specializes in the design, manufacture, and sourcing of customized user interface and product identification solutions. The company's product offerings include membrane switches, silicone rubber keypads, graphic overlays, metal nameplates, and light guides. These products are primarily tailored for original equipment manufacturers operating in various sectors, including healthcare, industrial, aerospace, and consumer industries. Nelson Miller provides comprehensive services that encompass the entire product design process and full manufacturing capabilities to meet the specific needs of its customers.

Zipscene

Venture Round in 2015
Zipscene LLC is a restaurant marketing platform based in Cincinnati, Ohio, founded in 2004. As a subsidiary of NCR Corporation, Zipscene specializes in aggregating, analyzing, and activating data related to restaurant guest behavior. The company provides a comprehensive understanding of the factors influencing dining patterns, enabling restaurants to enhance their marketing performance across various channels. By leveraging data and analytics, Zipscene helps restaurants better understand their guests and deliver personalized messaging to attract and retain customers effectively.

Rubicon

Series C in 2015
Rubicon Global Holdings LLC is a technology company that specializes in cloud-based waste and recycling solutions for businesses, governments, and nonprofits. Founded in 2008 and headquartered in Atlanta, Georgia, Rubicon operates a digital marketplace and offers a suite of software-as-a-service products aimed at enhancing waste management and recycling efforts. The company provides various recycling programs, including services for cardboard, plastic, paper, metal, glass, electronics, and organics, as well as single stream recycling solutions. One of its notable offerings is RUBICONSmartCity, which assists municipal governments in optimizing waste and recycling operations while transforming their fleets into data collection centers to improve quality of life and government services through data analytics. Rubicon serves a global customer base and maintains core teams in several U.S. cities, including New York and San Francisco. The company is committed to driving environmental innovation and helping its partners achieve sustainability goals by finding economic value in waste streams.

Hygea Health Holdings

Debt Financing in 2015
Hygea Health Holdings operates a network of integrated medical group practices in Florida, with a focus on primary care. It manages and coordinates patient care for multiple managed care health plans through its healthcare management service organizations. The company's network comprises approximately 1,600 physicians practicing in 76 medical specialties. Additionally, Hygea deploys an electronic medical records and practice management system for integrated patient record management. Founded in 2007, the company is headquartered in Doral, Florida.

Rubicon

Series B in 2015
Rubicon Global Holdings LLC is a technology company that specializes in cloud-based waste and recycling solutions for businesses, governments, and nonprofits. Founded in 2008 and headquartered in Atlanta, Georgia, Rubicon operates a digital marketplace and offers a suite of software-as-a-service products aimed at enhancing waste management and recycling efforts. The company provides various recycling programs, including services for cardboard, plastic, paper, metal, glass, electronics, and organics, as well as single stream recycling solutions. One of its notable offerings is RUBICONSmartCity, which assists municipal governments in optimizing waste and recycling operations while transforming their fleets into data collection centers to improve quality of life and government services through data analytics. Rubicon serves a global customer base and maintains core teams in several U.S. cities, including New York and San Francisco. The company is committed to driving environmental innovation and helping its partners achieve sustainability goals by finding economic value in waste streams.

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.

Vology

Debt Financing in 2014
Vology, Inc. is a prominent provider of managed IT services specializing in the monitoring, management, and maintenance of various devices for customers across the United States. The company offers a comprehensive range of services, including security solutions such as proactive cybersecurity, risk assessments, and security information management, as well as cloud services encompassing migration, disaster recovery, and support for platforms like Microsoft Azure and Office 365. Vology also delivers managed services that cover network assessments, server and storage management, and telephony services. In addition to these offerings, the company provides hardware and software solutions, including backup systems, virtualization, and telecom services. Established in 2001 and headquartered in Clearwater, Florida, Vology serves diverse sectors such as healthcare, education, government, finance, and retail, and has been recognized as one of the fastest-growing private companies in the U.S. since 2006. The company operates additional offices in California and has a dedicated service desk and network operations center in Clearwater.

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 manufactures a wide range of office products, including notebooks, planners, writing instruments, desk accessories, and organization supplies. The company also offers furniture and décor, such as desks, chairs, conference tables, and storage solutions, catering to the needs of businesses and organizations. In addition to its product offerings, Poppin provides customization services, space planning, and installation services, allowing clients to create tailored office environments. Founded in 2009, Poppin has established itself as a comprehensive provider of office solutions, focusing on functionality and design to enhance workplace productivity.

Vonage Holdings

Post in 2014
Vonage Holdings Corp. specializes in cloud-based communication services for businesses and consumers. It offers a range of products, including integrated voice, text, video, and data applications, API solutions for embedding communications into apps and websites, and various service plans for home telephone services. Vonage's offerings enable businesses to enhance customer interactions, create new experiences, and leverage data and AI for successful conversations. It serves a diverse range of industries, including healthcare, education, retail, and finance, and operates globally, selling its products through various channels.

BILL

Series F in 2014
Bill.com Holdings, Inc. is a provider of cloud-based software that automates and simplifies back-office financial operations for small and midsize businesses globally. The company's platform leverages artificial intelligence to enhance financial management, enabling businesses to automate accounts payable and receivable transactions. Bill.com facilitates connections between businesses and their suppliers or customers, helping to streamline cash flow management and improve operational efficiency. In addition to its core software offerings, the company provides onboarding support, ongoing training, and customer service. Bill.com collaborates with major financial institutions and accounting firms, and is recognized for its commitment to innovation and excellence, having received numerous awards for workplace culture and leadership. Founded in 2006, the company is headquartered in Palo Alto, California.

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.com Holdings, Inc. is a provider of cloud-based software that automates and simplifies back-office financial operations for small and midsize businesses globally. The company's platform leverages artificial intelligence to enhance financial management, enabling businesses to automate accounts payable and receivable transactions. Bill.com facilitates connections between businesses and their suppliers or customers, helping to streamline cash flow management and improve operational efficiency. In addition to its core software offerings, the company provides onboarding support, ongoing training, and customer service. Bill.com collaborates with major financial institutions and accounting firms, and is recognized for its commitment to innovation and excellence, having received numerous awards for workplace culture and leadership. Founded in 2006, the company is headquartered in Palo Alto, California.

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, headquartered in New York. The company specializes in creating perfumes and body care products inspired by renowned designers and celebrities. Its diverse range of offerings includes proprietary, private label, and licensed celebrity fragrances, catering to a wide array of domestic and international brands and retailers. These products are available in over 50,000 retail locations across the United States, spanning the apparel, mass, value-priced, and pharmacy sectors. Additionally, Preferred Fragrance provides various services such as market research, brand building, fragrance oil development, package design, and logistics and supply chain management, ensuring that clients receive quality and cost-effective solutions in the fragrance industry.

Aurora Organic Dairy

Debt Financing in 2011
Aurora Organic Dairy is an operator of organic dairy farms that specializes in the production and packaging of private-label, store-brand dairy products, particularly milk and butter. The company manages a vertically integrated supply chain, overseeing every aspect from crops to cows to cartons, which ensures quality and traceability throughout its operations. Aurora Organic Dairy operates a calf ranch and several organic dairy farms located in Colorado and Texas, alongside two processing plants situated in Platteville, Colorado, and Columbia, Missouri. With a strong commitment to organic practices, the company aims to deliver high-quality organic dairy products to some of the largest grocery chains in the market.

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 specializing in the design and development of innovative solutions for spinal diseases. Headquartered in New York, the company focuses on non-fusion spinal implants and motion-preserving products aimed at treating various spinal disorders. Its notable offerings include the Coflex interspinous implant, which is used for managing facet arthrosis and decompressive procedures, and a minimally invasive pedicle-screw based system known as the DSS system. These products are designed to stabilize the spine while preserving natural anatomical function, catering to the needs of spine specialists globally. Established in 2002 and originally named Spine Motion, LLC, the company rebranded to Paradigm Spine 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 Energy is a prominent renewable energy company focused on providing clean, reliable, and cost-effective energy solutions to utilities and businesses across the United States. The company specializes in the development, construction, financing, ownership, and operation of utility-scale solar and energy storage projects, as well as solar-plus-storage and distributed generation assets. Additionally, Arevon offers comprehensive asset management services, including commercial, financial, and performance management, to ensure the sustainability of its clients' business models while delivering renewable energy. Through its innovative approaches, Arevon Energy plays a significant role in advancing the transition to sustainable energy sources.
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