KeyBank

KeyBank, headquartered in Cleveland, Ohio, is a significant player in the banking and financial services sector, with assets totaling approximately $92.9 billion. As a bank holding company, it primarily operates through its subsidiary, KeyBank National Association, offering a wide array of services that encompass retail and commercial banking, investment management, consumer finance, and investment banking. The bank serves individual, corporate, and institutional clients across the United States and, in certain cases, internationally. KeyBank's operations are organized into two main segments: Key Community Bank and Key Corporate Bank. Its services include commercial lending, treasury management, derivatives, foreign exchange, and equity and debt underwriting, among others. KeyBank maintains a robust presence with a network of branches, ATMs, and digital platforms, ensuring accessibility and convenience for its customers.

Kelly Lamirand

Market President

Brian Maddox

Senior Vice President, CDLI

Kevin Westcott

Area Retail Leader and Vice President

Clark H. I. Khayat

Executive Vice President and Chief Strategy Officer

91 past transactions

PowerPay

Debt Financing in 2025
​PowerPay is a digital lending platform that connects consumers, contractors, and lenders to facilitate affordable financing for home improvement, healthcare, solar, and recreational vehicle (RV) projects. The company offers unsecured installment loans with terms up to 15 years, providing consumers with low, fixed monthly payments and no prepayment penalties. PowerPay's platform enables near-instant credit decisions and paperless processing, streamlining the borrowing experience. Contractors benefit from no merchant fees on core loan programs, allowing them to offer competitive pricing to clients.

CIL

Debt Financing in 2025
CIL specializes in home development, office spacing, consulting, real estate, project, and property management services.

LIQUiDITY Group

Debt Financing in 2025
Liquidity Group is a pioneering financial asset management firm founded in 2018, recognized as the largest AI-based company in its sector globally. With $2.7 billion in assets under management, it operates across multiple regions, including North America, Asia-Pacific, Europe, and the Middle East, with offices in key financial hubs such as Tel-Aviv, Abu Dhabi, New York, London, Singapore, Tokyo, Mumbai, Boston, and San Francisco. The firm specializes in providing non-dilutive and equity financing to mid-market and late-stage companies, leveraging its patented machine learning and decision science technology to automate the debt lending cycle. This innovative approach allows Liquidity Group to deploy capital rapidly, with debt facilities and financial solutions ranging from $4 million to $80 million available in as little as 72 hours. The firm is supported by notable global financial institutions, positioning it as the fastest-growing lender in the industry.

People Helping People

Grant in 2025
People Helping People, Inc. (PHP) is a grassroots 501c3 non-profit Employment Programme dedicated to assisting low-income women and single mothers in reaching their full employment potential. PHP assists families in breaking the cycle of poverty by training low-income women how to earn a living wage.

NeighborWorks® Salt Lake

Grant in 2024
NeighborWorks® Salt Lake is a non-profit organization that provides housing, resident leadership, and youth/economic development services.

Children's Home Society of Idaho

Grant in 2024
The Children's Home Society of Idaho is a non-profit organization that offers emotional and behavioral health services to children.

SolAmerica Energy

Debt Financing in 2024
SolAmerica Energy, LLC specializes in the development, operation, and sale of power generated from solar photovoltaic projects. The company offers comprehensive services, including financing and lease options, site evaluations, financial analysis, feasibility studies, system engineering, design, equipment procurement, permitting, installation, and ongoing maintenance. Serving a diverse clientele that includes multinational corporations, real estate companies, government agencies, utilities, and various sectors such as healthcare and education, SolAmerica Energy aims to provide effective solar energy solutions that reduce energy costs and promote sustainability. Headquartered in Atlanta, Georgia, with an additional office in Charlotte, the company operates as a subsidiary of Osaka Gas USA Corporation.

UJET

Series D in 2024
UJET, Inc. specializes in developing customer support software and platform solutions that enhance customer communications. Founded in 2015 and headquartered in San Francisco, with additional offices in New York and Seoul, the company offers a cloud contact center platform that integrates seamlessly with major customer relationship management systems like Salesforce, Zendesk, and Kustomer. UJET's platform is designed for the smartphone era, modernizing digital and in-app customer experiences while eliminating the need for customers to switch between different communication channels. By utilizing multiple voices, online messaging, and mobile features, UJET assists customer service agents in managing incoming calls and resolving issues efficiently. The incorporation of artificial intelligence across its services further automates processes and improves interaction quality. Additionally, UJET provides a wait time messaging tool that offers live updates to customers while they are on hold, enhancing overall service satisfaction.

Zentist

Private Equity Round in 2024
Zentist is a technology company focused on enhancing insurance revenue cycle management (RCM) for multi-location dental service providers across the United States. Its primary product, Remit AI, is a cloud-based RCM software that consolidates explanation of benefits (EOBs) and electronic remittance advice (ERA) data from over 700 payers. This software accelerates payment posting and streamlines reconciliation while minimizing insurance denials through improved payer-specific data intelligence. In an industry where dental practices and dental support organizations face significant revenue losses due to outdated billing systems, Zentist utilizes robotic process automation (RPA) and machine learning to automate repetitive RCM tasks, allowing staff to focus more on enhancing the patient experience. Based in San Francisco, Zentist has successfully completed Series A funding and is supported by prominent investment firms.

Zeta Global Holdings

Post in 2024
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.

Brothers Redevelopment

Grant in 2024
Brothers Redevelopment provides safe and accessible housing solutions for Colorado’s low-income, elderly, and disabled residents.

Logan Ridge Finance Corporation

Post in 2024
Logan Ridge Finance Corporation is a closed-end, externally managed, non-diversified management investment firm that has chosen to be classified as a business development company.

Trinity Capital

Post in 2024
Trinity Capital Inc. is a business development company based in Chandler, Arizona, focused on providing venture debt and equipment financing to emerging growth-stage companies. Established in 2019, the company specifically targets investments in private companies, including those backed by venture capital and institutional equity investors. Trinity Capital offers a range of debt solutions, including loans, revolving credit lines, senior debt, subordinated debt, and equipment financing. The firm collaborates closely with venture capital firms and technology banks to deliver tailored financial solutions that meet the unique needs of its clients. By specializing in sectors such as healthcare, information technology, consumer products, and energy, Trinity Capital positions itself as a key partner for innovative start-ups seeking capital while aiming to preserve equity.

Northwest Housing Alternatives

Grant in 2024
Northwest Housing Alternatives are a non-profit organization that provides affordable housing development & homeless intervention services.

Ramaco Resources

Post in 2024
Ramaco Resources, Inc. is a producer and operator of metallurgical coal, primarily serving blast furnace steel mills and coke plants in the United States and international markets. Founded in 2015 and headquartered in Lexington, Kentucky, the company has a diverse portfolio of high-quality coal deposits totaling over 250 million tonnes. Key projects include the Elk Creek property in southern West Virginia, the Berwind coal property spanning the border of West Virginia and Virginia, the Knox Creek property in Virginia, and the RAM Mine in southwestern Pennsylvania. These strategically located assets position Ramaco to meet the demands of metallurgical coal consumers. The company is also exploring potential opportunities in rare earth elements and coal-to-carbon-based products in Sheridan, Wyoming.

Utah Community Action

Grant in 2024
Utah Community Action sets itself apart by offering a continuum of care that starts with solving immediate challenges and continues with programs that provide ongoing support and empowerment.They address the many factors that contribute to single generational, two-generational, and intergenerational poverty.

Global Net Lease

Post in 2024
Global Net Lease is a real estate investment trust that specializes in acquiring and managing a globally diversified portfolio of commercial real estate properties. The company focuses on various segments, including industrial and distribution, multi-tenant retail, single-tenant retail, and office properties, with the industrial and distribution segment generating the majority of its revenue. Operating across the United States, United Kingdom, Canada, and Europe, Global Net Lease engages in the ownership, management, leasing, acquisition, investment, and sale of its portfolio assets. The company aims to provide stable quarterly dividends and inflation protection to its stakeholders, positioning itself as a reliable player in the commercial real estate market.

Habitat For Humanity of Metro Denver

Grant in 2024
Habitat for Humanity of Metro Denver builds and sells homes to hard-working families in need of decent and affordable housing.

SmartStop Self Storage

Debt Financing in 2024
SmartStop Self Storage, headquartered in Ladera Ranch, California, specializes in the ownership and operation of self-storage facilities across the United States. It is currently one of the seven largest players in this sector. The company offers a range of storage solutions tailored to diverse needs, including personal storage for households, business storage for commercial clients, office storage, vehicle storage, and student storage.

Neighborhood Allies

Grant in 2024
Neighborhood Allies is a unique community development partner.

Akron Children’s Hospital

Grant in 2024
Ranked a Best Children's Hospital by US News & World Report, Akron Children's is the largest pediatric provider in northeast Ohio. With two pediatric hospitals, and 20 primary care and 67 pediatric specialty locations, we handle more than 600,000 patient visits a year. We also serve as a major teaching affiliate of Northeast Ohio Medical University, and offer a number of pediatric subspecialty fellowship programs.

Junior Achievement of Western PA

Grant in 2023
Junior Achievement of Western PA is a social progress-based agency that inspires and prepares young people to succeed through various norms.

McGuire Memorial

Grant in 2023
McCuire Memorial's main campus, located in the town of New Brighton, PA, has served those who are physically or developmentally challenged, including those with profound multiple, complex disabilities, since it opened in 1963. McGuire Memorial, a non-denominational, not-for-profit facility sponsored by the Felician Sisters of North America and the Diocese of Pittsburgh, is open to people of all faiths and backgrounds.

Crossroads Foundation

Grant in 2023
Crossroads Foundation is non profit organisation, they believe that, in a broken world that sees too much suffering, we should do all we can to link those who are in need with those who can help.

Community Foundation of Fayette County

Grant in 2023
Community Foundation of Fayette County is committed to helping define charitable needs, connecting donors.

Mercyhurst Preparatory School

Grant in 2023
Mercyhurst Preparatory School offers a wide range of courses at the college prep, honors, and International Baccalaureate (IB) levels. They focus on reading, discussion, problem-solving, research skills, and academic writing.

Watson Institute Philippines

Grant in 2023
Watson Institute Philippines is innovating the field of tertiary education by providing world class education.

Aquinas Academy

Grant in 2023
Aquinas Academy provides education services.

Extra Mile Education Foundation

Grant in 2023
The Extra Mile Education Foundation supports the education of urban children in select Pittsburgh parochial elementary schools.

Holy Family Foundation

Grant in 2023
Holy Family Foundation is a charitable religious organization.

Washington County Community Foundation

Grant in 2023
Washington County Community Foundation improves the quality of life by promoting and enabling philanthropy.

Lifesteps

Grant in 2023
Lifesteps provides children, families, adults with special needs, and seniors with medical services and developmental programs. They provide individual care for intellectual, developmental, or physical disabilities. They provide child care, pre-school services, behavioral support, and a kindergarten program. They also provide senior care services, Alzheimer's disease services, language and hearing services, and much more.

Warren-Forest Counties Economic Opportunity Council

Grant in 2023
Warren-Forest Counties Economic Opportunity Council provides programs and services to reduce the number of individuals and families living in poverty.

Greater Erie Community Action Committee

Grant in 2023
Greater Erie Community Action Committee transforms lives, embraces the spirit of hope, strengthens communities, and makes a better place to live.

Poise Foundation

Grant in 2023
Poise Foundation's objective is to help the Black community achieve self-sufficiency through strategic leadership, collective giving, grantmaking, and advocacy.

Angels’ Place

Grant in 2023
Angels’ Place is a non-profit organization that provides homes and services to people with developmental disabilities. They offer accessible, affordable education and care for families who need it most and also offer a community of joy, learning, and discovery for single parents and their children. They provide a safe and nurturing environment for parents and children.

West 50th Barber Shop

Grant in 2023
At West 50th Barber Shop, we proudly serve Hells Kitchen, NY, Midtown West, NY, and surrounding areas, providing high-quality barber services and expertise. We distinguish ourselves as more than a typical barber shop by specializing in a variety of premium services including traditional haircuts, modern styling, and meticulous waxing. Our seasoned professionals work diligently to ensure you leave with not only a fantastic haircut but also a rejuvenating experience. Discover why West 50th Barber Shop is highly preferred by locals for their grooming needs. Visit us today for an authentic barber experience!

Imani Christian Academy

Grant in 2023
Imani Christian Academy embraces all children in society, particularly the underserved, and transforms them spiritually, academically, physically, and socially, to pursue lives of purpose and contribution.

Fund for Advancement of Minorities through Education

Grant in 2023
Fund for Advancement of Minorities through Education empowers education services.

Cinnaire

Debt Financing in 2023
Cinnaire is a community development financial partner based in Lansing, Michigan, established in 1993. The organization focuses on supporting community and economic development initiatives by forming partnerships with mission-driven organizations and investors. Cinnaire aims to create opportunities for individuals in need by deploying capital and expertise to encourage community-driven revitalization. The organization has invested $4.2 billion, leading to over $7 billion in community impact. Additionally, Cinnaire manages real estate funds, such as the Cinnaire Fund for Housing 37, which targets investments in senior and student housing across several states, including Illinois, Indiana, Michigan, Minnesota, and Wisconsin.

BlueWave

Debt Financing in 2023
BlueWave is dedicated to enhancing access to renewable energy through innovative solar solutions. As a leading developer of community solar projects, it has successfully built over 135 MW of solar installations, providing customers across the country with opportunities to engage in sustainable energy practices. BlueWave's offerings include community solar subscriptions and home solar loans, making renewable energy accessible to homeowners, renters, small businesses, and municipalities. The company also features a Solar Management Platform that allows solar asset owners and installers to efficiently manage their operations, while offering customers an online dashboard to manage their subscriptions and track account activity. Recognized as a certified B Corp, BlueWave has received accolades for its environmental efforts, including being named Clean Energy Company of the Year by the Northeast Clean Energy Council and being featured in the Inc. 5000 lists as a notable growth company.

Bridgeway Capital

Debt Financing in 2023
Bridgeway Capital is a Pittsburgh-based organization focused on fostering business growth and social impact in western Pennsylvania. Since its founding in 1990, Bridgeway Capital has provided flexible, alternative financing and educational opportunities to small businesses and nonprofits, aiming to stimulate economic development in the region. The organization collaborates with lending partners, including banks and credit unions, to ensure that small businesses have access to the necessary capital for success. By supporting entrepreneurial initiatives, Bridgeway Capital not only encourages job creation and healthy competition but also contributes to the strengthening of local communities and preservation of vital social services. Through its efforts, Bridgeway Capital plays a significant role in catalyzing regional economic growth and enhancing overall quality of life.

Trailhead

Grant in 2023
Founded by entrepreneurs for entrepreneurs, Trailhead is the place to find resources, explore new technologies, and create something all your own. From our casual, yet connected coworking space to high-octane workshops, we’re dedicated to giving entrepreneurs access to the tools and connections they need to build something with impact.

Gautier Steel

Private Equity Round in 2023
Gautier Steel Ltd. is a manufacturer based in Johnstown, Pennsylvania, with an additional facility in Cleveland, Ohio. Founded in 1998, the company specializes in producing hot rolled carbon and alloy products, including flats, sharp cornered squares, and special sections. It operates three bar mills and a modern plant equipped with in-house straightening capabilities, a metallurgical and testing lab, and various processing equipment to meet diverse client needs. Gautier Steel serves multiple industries such as construction, material handling, railroad, and primary aluminum, providing tailored solutions and advanced high-performance metals. The company also offers a plate mill featuring products in tool steel and stainless steel, ensuring timely delivery and adherence to client specifications.

NHI - National Health Investors

Post in 2023
National Health Investors is a healthcare real estate investment trust that focuses on financing healthcare properties through first mortgage loans and purchase and leaseback transactions. The company engages in various financial activities, including leaseback agreements and construction financing, to support the development and operation of healthcare facilities. By providing capital to healthcare providers, National Health Investors plays a crucial role in the healthcare real estate market, facilitating access to essential services in the sector.

Healthcare Trust

Post in 2023
Healthcare Trust, Inc. is a publicly registered real estate investment trust that specializes in acquiring a diverse range of healthcare real estate assets. The company primarily focuses on seniors housing and medical office buildings located throughout the United States. By developing a varied portfolio of medical real estate properties, Healthcare Trust aims to meet the growing demand for healthcare facilities while providing essential services to the aging population.

RecNation RV & Boat Storage

Debt Financing in 2023
RecNation Storage is a company that owns, operates, and develops specialized storage facilities designed for recreational vehicles and marine vehicles. It focuses on providing a secure environment for customers' vehicles, enhancing facilities with modern lighting and electric options, and offering concierge services to ensure a convenient experience. By prioritizing customer satisfaction and security, RecNation aims to give clients peace of mind, allowing them to fully enjoy their recreational activities.

The Genesis Fund

Grant in 2023
The Genesis Community Loan Fund provides innovative financing by soliciting investment loans from individuals, churches, corporations, and foundations, and then re-lending the money at favorable terms to nonprofit organizations developing affordable housing and community facilities for underserved people and communities throughout Maine.

Origis Energy

Debt Financing in 2023
Origis Energy Ltd. is a solar development and construction firm focused on large-scale solar photovoltaic (PV) projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in designing, building, and operating solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy manages the entire project lifecycle, offering services that encompass site assessment, project development, engineering, procurement, construction, and long-term operations and maintenance. Additionally, the company provides asset management services, which include regulatory monitoring, cash management, and financial reporting. It also offers performance management services, emphasizing plant performance analysis and operational efficiency. Origis Energy is committed to delivering clean energy solutions while facilitating equity and debt financing for its projects.

UBIZ Venture Capital

Debt Financing in 2022
UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.

OvationCXM

Series C in 2022
OvationCXM is a provider of customer experience management solutions that enables enterprises to enhance their customer journeys across various touchpoints, including digital, back-office, and partner interactions. The platform integrates journey orchestration, knowledge management, generative AI, dynamic chat, and partner connectivity, offering a comprehensive approach to identifying and addressing friction points in real time. This capability helps businesses secure revenue, drive profitable growth, and improve customer loyalty while also supporting staff retention. With features such as pre-built CRM connectors and automation tools, OvationCXM equips clients with the visibility and control needed to deliver exceptional customer experiences efficiently.

Arevon Energy

Debt Financing in 2022
Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.

AMP Solar Group

Debt Financing in 2022
AMP Solar Group is a company that specializes in the development, ownership, and operation of renewable energy projects aimed at utility-scale distribution. It focuses on the generation and storage of clean energy, utilizing an infrastructure that is enhanced by proprietary technology and data analytics. By employing advanced risk management tools, AMP Solar Group delivers dispatchable, affordable, and resilient power solutions that not only meet the needs of its customers but also contribute to the reliability and security of the energy grid. The company's efforts support the broader global transition towards sustainable energy sources.

Jacmel Growth Partners

Debt Financing in 2022
Jacmel Growth Partners is a private equity firm founded in 2015 and headquartered in Brooklyn, New York. The firm specializes in providing growth capital to companies within the lower middle market, with a particular focus on sectors such as infrastructure services, information services, and tech-enabled business services. Jacmel Growth Partners prioritizes investments in companies that address environmental, social, and governance (ESG) issues, reflecting its commitment to responsible investing while seeking opportunities for sustainable growth.

GradFin

Acquisition in 2022
GradFin LLC operates a student loan platform that assists borrowers in managing their student loan situations. Founded in 2015 and based in Arlington, Virginia, GradFin matches customers with qualified student loan consultants who help them select suitable repayment plans. The company offers various financial products and services, including new student loans, personal loans, mortgages, car refinances, and credit cards. Additionally, GradFin provides free access to student loan counselors who support clients with informed decisions through research and analysis. The platform also focuses on educating borrowers via webinars and town halls, offering refinancing and consolidation options, and creating customized repayment programs that enable clients to pay off their loans more effectively and save for the future.

EarnUp

Series C in 2022
EarnUp Inc. is a fintech company based in San Francisco, California, that focuses on automating loan payments for consumers. Established in 2013, EarnUp's platform is designed to assist over 200 million Americans managing various types of debt, including home mortgages, student loans, auto loans, and personal loans. The platform allows users to set aside small amounts of money when they can afford it, which are then allocated for loan payments, helping users pay off their debts more efficiently. By syncing micro-payments with individual income and automating savings in real-time, EarnUp aims to alleviate the stress of financial management and empower users to take control of their financial situations.

Installed Building Products

Post in 2022
Installed Building Products is a leading installer of insulation and complementary building products for residential and commercial projects across the United States. The company specializes in various types of insulation, including fiberglass, spray foam, and cellulose, catering primarily to the residential new construction market. In addition to insulation, Installed Building Products offers a wide range of other products such as waterproofing, fire-stopping and fireproofing solutions, garage doors, rain gutters, window blinds, shower doors, and closet shelving. The company operates through three segments: Installation, Manufacturing, and Distribution, with the majority of its revenue derived from its Installation segment.

American Healthcare REIT

Post in 2022
American Health Properties provides and offers financial support and assistance on buildings. It focuses on growing medical office buildings, skilled nursing facilities, and senior housing communities. American Health Properties was founded in 2011 and is based in California, USA.

XUP Payments

Acquisition in 2021
XUP Payments is a vertically focused payment platform that develops digital payments software for financial institutions. It provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP's platform removes the friction that merchants face when onboarding and managing their payments experience. XUP Payments was founded in 2019 and is headquartered in Charlotte, North Carolina.

Espresso Capital

Debt Financing in 2021
Espresso Capital is a Toronto-based lending firm established in 2009 that specializes in providing non-dilutive capital to early and growth stage technology companies. With a focus on founder-friendly financing, it offers lines of credit and term loans that enable entrepreneurs to grow their businesses without the constraints of equity dilution, board seats, or personal guarantees. Espresso Capital has supported over 230 companies across various sectors, including business products and services, energy, healthcare, and information technology. The firm aims to facilitate growth and enhance strategic flexibility for its clients by delivering fast, fair, and flexible capital solutions.

Neighborhood Allies

Grant in 2021
Neighborhood Allies is a unique community development partner.

Plus Power

Debt Financing in 2021
Plus Power focuses on the development, ownership, and operation of independent battery energy storage systems. These systems are designed to enhance the flexibility of the electrical grid by providing capacity, energy, and ancillary services. By managing fluctuations in power generation, Plus Power enables the storage of excess energy for later use, helping to integrate renewable energy resources more effectively. The company's technology supports the evolving energy landscape, promoting efficiency and reliability within the grid.

XUP Payments

Venture Round in 2021
XUP Payments is a vertically focused payment platform that develops digital payments software for financial institutions. It provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP's platform removes the friction that merchants face when onboarding and managing their payments experience. XUP Payments was founded in 2019 and is headquartered in Charlotte, North Carolina.

AQN Strategies

Acquisition in 2021
AQN Strategies is a consulting firm specializing in financial services, offering value-based strategies through a combination of data analytics and industry expertise. The firm provides tools and strategic guidance that help clients, including fintech companies and international banks, identify unprofitable products, marketing channels, and risk segments. AQN Strategies assists lenders in optimizing performance by guiding them through divestment strategies, investments in new market segments, and the enhancement of existing accounts. With a focus on delivering actionable insights, the firm aims to drive significant results for its diverse clientele in the financial sector.

The Neighborhood Academy

Grant in 2020
The Neighborhood Academy is a faith-based, independent school that aims to break the cycle of generational poverty by empowering students and preparing them for college and citizenship.

Avantus

Debt Financing in 2020
Avantus focuses on developing large-scale solar and solar-plus-storage projects to promote the adoption of zero-emission energy. The company aims to create sustainable energy solutions that reduce carbon footprints while fostering environmental stewardship. By leveraging advanced technology and engineering expertise, Avantus enhances the performance and reliability of its energy projects, ensuring high infrastructure reliability and competitive energy prices. Additionally, the company provides smart infrastructure solutions that include smart grids and intelligent transportation systems, all designed to improve efficiency and sustainability. Through these initiatives, Avantus seeks to make clean energy more abundant and financially viable for its clients.

eLearning Brothers

Private Equity Round in 2020
eLearning Brothers is a prominent player in the corporate learning technology sector, founded in 2009. The company offers a comprehensive suite of integrated tools for learning development and delivery, including its renowned authoring tool, Lectora, and the virtual reality course builder, CenarioVR. They provide an extensive library of professionally-designed eLearning templates, game modules, and courses, which aid learning developers in creating effective educational content. Additionally, eLearning Brothers specializes in custom learning solutions and offers a learning management system to facilitate the delivery and tracking of learning materials and learner progress. The company has gained recognition for its innovative approach to eLearning, making it a valuable resource for organizations looking to enhance their training programs.

Scene75 Entertainment

Debt Financing in 2019
Scene75 Entertainment operates a chain of entertainment centers across the Midwest, offering a diverse array of attractions designed to engage visitors of all ages. Their facilities feature electric go-karts, blacklight mini-golf, two-story laser tag, a wide selection of arcade games, and mini-bowling. Each center also includes a restaurant and bar, providing a comprehensive entertainment experience. Scene75 distinguishes itself by not charging admission or parking fees, allowing guests the flexibility to customize their visit according to their preferences, whether for a brief outing or an extended day of fun.

Scout Clean Energy

Debt Financing in 2019
Scout Clean Energy, LLC is a renewable energy development company headquartered in Boulder, Colorado. Founded in 2010, the company focuses on the development and operation of wind and solar power projects across the United States, Canada, and Mexico. Scout Clean Energy is involved in all facets of renewable project development, including leasing, permitting, interconnection, power marketing, finance, construction, and asset management. By concentrating on these areas, the company aims to deliver affordable and clean energy solutions while enhancing innovation and infrastructure in the renewable sector.

Vivint Solar

Post in 2019
Vivint Solar, based in Lehi, Utah, specializes in providing residential solar energy solutions in the United States. The company designs, installs, and maintains solar energy systems for homeowners, offering flexible financing options including power purchase agreements and leases. Vivint Solar also provides solar plus storage systems with LG Chem home batteries and electric vehicle chargers with ChargePoint Home. As of 2019, the company had an aggregate capacity of 1,294.0 megawatts, serving approximately 188,300 homes.

Bolstr

Acquisition in 2018
Bolstr Inc. operates an online lending platform that connects small and medium-sized businesses with investors seeking to fund growth initiatives. The platform facilitates both short-term and long-term loans through a revenue share investment structure, allowing businesses to make monthly payments proportional to their gross sales, which helps them manage cash flow during fluctuating sales cycles. Bolstr primarily serves industries such as manufacturing, retail, and food and beverage, focusing on providing capital for expansion projects like new locations, product launches, and renovations. Additionally, the company offers a resource called The Vault, which provides actionable insights and guidance from experienced entrepreneurs to help emerging businesses navigate challenges and foster success. Established in 2010 and based in Chicago, Bolstr Inc. operates as a subsidiary of KeyCorp.

Connecticut Center for Arts and Technology (ConnCAT)

Grant in 2018
ConnCAT provides job-training programs intended to give unemployed and underemployed adults the skills needed to secure meaningful jobs in the health sciences and culinary professions. They also offer adult programs, career pathways program, and youth programs.

Baceline Investments

Debt Financing in 2018
Baceline Investments is a private real estate investment and management company based in Colorado, established in 2003. The firm is dedicated to enhancing communities in America's Heartland by acquiring and revitalizing neighborhood shopping centers in value-rich markets. Baceline emphasizes building strong relationships with key stakeholders and adopts a strategic approach to commercial real estate investing. Through its experience and expertise, Baceline has created opportunities for growth and success for communities, investors, and tenants alike. The company's focus on discovering valuable real estate opportunities has led to a significant positive impact on its partners since its inception.

JumpStart

Grant in 2017
JumpStart Inc., established in 2003, is a Cleveland, Ohio-based non-profit organization dedicated to fostering economic growth through entrepreneurship. It provides intensive support to early-stage, high-potential companies in Ohio, focusing on minority and women entrepreneurs. Additionally, JumpStart collaborates with regional leaders to strengthen Ohio's entrepreneurial ecosystem and attract resources for entrepreneurs. Its investment arm, Jumpstart Ventures, focuses on early-stage venture capital, primarily in the healthcare device and supply sectors.

HelloWallet

Acquisition in 2017
HelloWallet, LLC is a financial services software company based in Washington, D.C., that provides a range of online tools to help individuals and organizations manage their finances effectively. Established in 2008, HelloWallet's platform assists users in organizing and tracking various financial accounts, including checking, savings, retirement, and healthcare accounts, as well as loans and investments. The software offers personalized guidance on budgeting, emergency savings, debt management, and retirement planning, aimed at enhancing financial well-being. Additionally, HelloWallet provides employers with analytics to assess workforce financial health and improve employee engagement and wellness. The company operates a double bottom line business model, donating one subscription to a family in need for every five subscriptions sold. As of mid-2017, HelloWallet functions as a subsidiary of KeyBank National Association.

sPower

Debt Financing in 2016
sPower is an independent power producer based in Salt Lake City, with additional offices in San Francisco, Long Beach, and New York City. The company specializes in owning and operating renewable energy generation systems, including wind, solar, and storage facilities, across the United States and the UK. With an extensive portfolio that includes over 150 utility and distributed generation systems and a combined capacity of 6.7GW across operating, construction, and development stages, sPower is actively engaged in acquiring utility-scale renewable assets at various stages of development. The company also provides construction and operational management services, contributing to local economies through payments to landowners and revenues for local governments, while focusing on reducing carbon emissions and delivering affordable, reliable energy to consumers.

Coresite

Post in 2016
CoreSite Realty Corporation specializes in the ownership, development, and operation of data centers across key markets in the United States, including Los Angeles, the San Francisco Bay Area, Northern Virginia, Chicago, and New York City. The company provides secure and reliable data center solutions that facilitate cloud access and interconnection services. Its diverse customer base includes enterprises, communications service providers, media and content companies, government agencies, and educational institutions. CoreSite's offerings, which include cloud networking, interconnect gateways, and customizable hybrid IT infrastructure, enable customers to optimize their performance-sensitive data and applications. With a dedicated workforce, CoreSite emphasizes delivering high-quality services and fostering long-term relationships with its clients.

First Niagara

Acquisition in 2015
First Niagara Financial Group, a Delaware corporation, operates as the holding company of the Bank. The reorganization has resulted in Niagara Bancorp owning all of the Bank's common stock. Purchasers in the offering currently hold 45.4% of Niagara Bancorp's common stock, with the charitable foundation and Mutual Company holding 1.3% and 53.3% respectively. The Mutual Company must maintain a majority ownership in Niagara Bancorp. This holding company structure enables the group to have flexibility in its operations, expansion, and diversification strategies.

First Niagara Bank

Acquisition in 2015
First Niagara Bank is federal insurance corporation.

AvidXchange

Private Equity Round in 2015
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.

Cedar Realty Trust

Post in 2015
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.

Pacific Crest Securities

Acquisition in 2014
Pacific Crest Securities is the leading investment bank focused exclusively on technology. They provide research, institutional sales and trading, and investment banking services to technology investors and companies worldwide.

Compass Datacenters

Debt Financing in 2014
Compass Datacenters specializes in designing and constructing data centers tailored to meet the specific needs of enterprise clients, SaaS providers, cloud computing companies, and service providers. The company offers build-to-order services, featuring a patented architecture that ensures scalability, low cost of ownership, and rapid deployment times. By providing extensive customization options, Compass enables its customers to efficiently address their unique data center requirements.

OnDeck

Debt Financing in 2013
OnDeck, established in 2006 and headquartered in New York City, is a technology-driven financial services company. It specializes in providing loan financing to small and medium-sized businesses, primarily in Australia since 2015. OnDeck's proprietary software aggregates data about a business' operations and uses algorithms to determine loan eligibility, focusing on the business's performance rather than solely the owner's personal credit score. This approach enables OnDeck to offer a range of financing services, including short-term loans, business loans, and unsecured loans, thereby expanding access to credit for small businesses that may struggle to secure financing from traditional banks.

ByteGrid Holdings

Debt Financing in 2013
ByteGrid Holdings LLC is a provider of data center and IT infrastructure services based in Annapolis, Maryland. Founded in 2010, the company specializes in the ownership, development, and operation of compliant-grade data centers that cater to both regulated and nonregulated industries. ByteGrid offers a range of services, including managed and hybrid cloud hosting, private and virtual private cloud solutions, as well as dedicated hosting options with managed Linux and Windows servers. Additionally, the company provides colocation services, comprehensive security features like firewalls and intrusion detection, and collaboration tools such as Microsoft Exchange and SharePoint. ByteGrid serves various sectors, including financial services, government, healthcare, and media, helping organizations enhance data accessibility, performance, and security while transitioning their IT infrastructure to the cloud. It operates as a subsidiary of Lincoln Rackhouse.

Compass Datacenters

Series A in 2012
Compass Datacenters specializes in designing and constructing data centers tailored to meet the specific needs of enterprise clients, SaaS providers, cloud computing companies, and service providers. The company offers build-to-order services, featuring a patented architecture that ensures scalability, low cost of ownership, and rapid deployment times. By providing extensive customization options, Compass enables its customers to efficiently address their unique data center requirements.

First Wind Holdings

Debt Financing in 2010
First Wind is an independent wind energy company dedicated to the development, ownership, and operation of utility-scale wind farms across the United States, with a particular emphasis on the northeastern and western regions, as well as Hawaii. The company successfully operates seven wind farms that collectively produce 504 megawatts of energy. In addition to its operational projects, First Wind is actively engaged in developing new wind energy initiatives in various markets through its subsidiary companies.

EverTrust Financial Group

Acquisition in 2006
EverTrust is a stock company that replaces Mutual Bancshares as the holding company for Everett Mutual Bank; Commercial Bank of Everett; I-Pro, Inc.; and Mutual Bancshares Capital Inc. After the conversion, EverTrust intends to acquire or organize other operating subsidiaries, although it currently has no specific plans or agreements to do so. At March 31, 1999, Mutual Bancshares had assets of $452.1 million, deposits of $375.9 million and retained earnings of $52.1 million. Mutual Bancshares is a bank holding company which owned four subsidiaries at March 31, 1999: Everett Mutual Bank, Commercial Bank of Everett, I-Pro, Inc. and Mutual Bancshares Capital, Inc. The business of Mutual Bancshares is conducted primarily by Everett Mutual Bank, whose operations are enhanced by the activities and operations of Mutual Bancshares' other three subsidiaries. Mutual Bancshares' business activities generally are limited to passive investment activities and oversight of its investment in Everett Mutual Bank. Accordingly, the information regarding Mutual Bancshares' business, including consolidated financial statements and related data, relates primarily to Everett Mutual Bank.

Open Solutions

Venture Round in 2000
Open Solutions offers collaborative core account processing technology tailored for banks, thrifts, and credit unions, alongside a comprehensive suite of supporting services. The company's software-enabled outsourcing solutions enhance various operational functions, including data processing, document management, transaction information, and client reporting. Additionally, Open Solutions provides tools for cash management, general ledger operations, profitability analysis, loan origination, payroll processing, electronic bill payment, and funds transfer services. This diverse range of offerings positions Open Solutions as a key partner for financial institutions seeking to improve efficiency and streamline their operations.

Leasetec

Acquisition in 1997
Leasetec a leading privately-held equipment leasing company. Leasetec is a worldwide company specializing in lease programs for high technology vendors and distributors. The company has 40 offices in the U.S., Europe, Pacific Rim, and Canada and operates through eight business units.

MSP Communications

Acquisition in 1996
MSP Communications is a Minneapolis-based content marketing agency with over 43 years of experience in delivering persuasive content across various channels, including owned, earned, and paid media. The agency serves a diverse range of clients, including market leaders in business, technology, healthcare, and consumer brands, providing expertise in developing sustainable content marketing programs that complement traditional marketing efforts. MSP Communications has produced nearly 200 publication titles for Fortune 100 companies, associations, and small to mid-sized corporations. The firm specializes in content marketing and digital strategy services, offering a variety of formats such as advertising, blogs, infographics, and thought leadership pieces to meet the needs of its clients.
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