Fifth Third Bank

Founded in 1857, Fifth Third Bank is a diversified financial institution offering a comprehensive range of services including personal banking, investments, wealth management, loans, mortgages, and business banking.

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

Bryan Preston

CFO

Scarlett Shine

Assistant Vice President, Commercial Relationship Manager

Scott Silvas

Market President, Texas

Timothy N. Spence

CEO and President

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
Founded in 1980, Sarepta Therapeutics is a biopharmaceutical company headquartered in Cambridge, Massachusetts. It specializes in the discovery and development of precision genetic medicine to treat rare diseases, focusing on gene therapy, RNA-targeted exon skipping, and gene editing.

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 oilfield service company that supports exploration and development of North American unconventional oil and natural gas reserves. It offers well completion services, infrastructure services for utilities, and natural sand proppant services.

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.

WHSmith

Post in 2023
WHSmith is a British retailer operating travel stores in airports, railway stations, hospitals, and workplaces worldwide, offering news, books, convenience products, and tech accessories. Its High Street business sells stationery, books, newspapers, magazines, and confectionery. Founded in 1972, WHSmith is headquartered in Swindon, Wiltshire.

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
Founded in 2004, Aircastle specializes in the acquisition, leasing, financing, sale, and management of modern, high-utility commercial jet aircraft. With a global customer base spanning North America, Asia, and Europe, its portfolio comprises operationally efficient jets with a large operator base.

Dividend Finance

Acquisition in 2022
Founded in 2014, Dividend Finance is a national provider of renewable energy and energy-efficiency financing solutions. It offers residential solar loans, home improvement financing, and Commercial Property Assessed Clean Energy (C-PACE) financing for homeowners and commercial/industrial real property owners. The company pioneered the residential solar financing landscape with its EmpowerLoan™ product and continues to expand its offerings into the home-energy space.

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 one of the nation's largest owners and operators of grocery-anchored shopping centers. Its diversified portfolio consists of well-occupied neighborhood shopping centers featuring a mix of national and regional retailers selling necessity-based goods and services, primarily located in strong demographic markets across the United States.

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 is an investment advisory firm founded in 1990 and headquartered in Chapel Hill, North Carolina. The firm provides wealth and investment management services to endowments, foundations, institutional investors, high‑net‑worth individuals, families, and corporations. Its offerings include tax management, asset allocation, trust and charitable trust services, family education, legacy and philanthropic planning, and retirement plan solutions. The firm is a Registered Investment Adviser, and its executive team directly manages the assets it oversees.

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 Corp

Venture Round in 2017
NRT Technology Corp provides payment processing, cash handling, and cash management solutions for the casino industry. Its platforms enable integrated payment and cash services across casino floors and kiosks, connecting to financial institutions to offer ATM access, credit card cash advances, POS Debit, dynamic currency conversion, and check cashing in one package. The company also offers turnkey applications for jackpot redemption, ticket redemption, and additional cash handling workflows, supporting seamless cash and payment transactions within casino environments. Serving integrated resort operators, NRT Technology's solutions aim to consolidate payment processing and cash management into a single, scalable system that supports on-site and remote transactions, improves cash flow, and enhances guest experience through faster, more versatile cash access. The focus is on delivering comprehensive payment platforms and cash management capabilities tailored to casino operations.

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 is a financing platform that serves franchise businesses by providing access to capital through a range of loan options. It assists entrepreneurs in starting new franchises, expanding existing locations, acquiring or remodeling units, refinancing debt, and financing equipment and growth initiatives. The company operates an online marketplace that connects franchisees with lenders and supports growth for established brands. Headquartered in San Francisco, California, the company was founded to increase financial efficiencies for franchise owners and help them meet capital needs to scale their franchises.

AvidXchange

Series E in 2016
AvidXchange provides accounts payable and payment automation software for midsize and mid-market businesses and their suppliers. The software suite includes purchase order management, invoice processing, payments, check printing, and utility-bill management delivered via a web-based platform that automates purchase orders and payment workflows while helping control costs. The company serves industries such as banking, construction, healthcare and social services, hospitality, real estate, technology, and software across North America. It processes more than $140 billion in annual transactions across a supplier network of over 680,000 and serves about 6,000 customers. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange has roughly 1,500 employees and seven offices.

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 is a software platform offering full-service waste management, recycling, and smart city solutions through a digital marketplace for waste and recycling services. It focuses on transparency and data-driven decision making to improve operational efficiency and sustainability for businesses and governments. The company provides software products that connect customers with waste service providers and support efficient, transparent, and environmentally responsible waste management.

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 is a software platform offering full-service waste management, recycling, and smart city solutions through a digital marketplace for waste and recycling services. It focuses on transparency and data-driven decision making to improve operational efficiency and sustainability for businesses and governments. The company provides software products that connect customers with waste service providers and support efficient, transparent, and environmentally responsible waste management.

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 provides cloud-based human capital management software for healthcare facilities. Its suite includes tools for hiring, scheduling, employee engagement, talent acquisition, and analytics, helping post-acute care and senior living organizations improve productivity and profitability through consistent staffing.

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 leading developer and marketer of affordable fragrances. Based in New York, the company sells its products through over 50,000 retail stores across the U.S., serving apparel, mass, value-priced, and pharmacy sectors. It specializes in creating designer-inspired and celebrity-endorsed fragrance collections.

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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.