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 leading AI-based financial asset management firm, recognized as the largest of its kind globally. Established in 2018, it manages approximately $2.7 billion in assets across 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 solutions to mid-market and late-stage companies, utilizing patented machine learning and decision science technology to streamline the debt lending process. This innovative approach allows Liquidity Group to deploy capital quickly, offering debt facilities ranging from $4 million to $80 million in as little as 72 hours. The company is supported by prominent global financial institutions, enhancing its capability to meet diverse financing needs efficiently.

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 is a non-profit organization that provides housing, resident leadership, and youth/economic development services.
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.
Brothers Redevelopment provides safe and accessible housing solutions for Colorado’s low-income, elderly, and disabled residents.
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.
Northwest Housing Alternatives are a non-profit organization that provides affordable housing development & homeless intervention services.

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 focuses on acquiring and managing a diversified portfolio of commercial real estate properties. The company operates across various segments, including Industrial & Distribution, Multi-Tenant Retail, Single-Tenant Retail, and Office, with the majority of its revenue generated from the industrial and distribution sector. Global Net Lease is engaged in the ownership, management, leasing, acquisition, investment, and sale of its assets. Its operations extend across multiple regions, including the United States, the United Kingdom, Canada, and Europe. The company aims to provide investors with stable quarterly dividends, inflation protection, and growth potential while managing the inherent volatility of the real estate market.
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, based in Ladera Ranch, California, is one of the largest owners and operators of self-storage facilities in the United States. The company specializes in the ownership, operation, development, and redevelopment of self-storage properties. It provides a variety of storage solutions tailored to meet diverse needs, including personal storage, business storage, office storage, vehicle storage, and student storage.

Neighborhood Allies

Grant in 2024
Neighborhood Allies is a unique community development partner.
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 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 is committed to helping define charitable needs, connecting donors.
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.
The Extra Mile Education Foundation supports the education of urban children in select Pittsburgh parochial elementary schools.
Holy Family Foundation is a charitable religious organization.
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 provides programs and services to reduce the number of individuals and families living in poverty.
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 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 empowers education services.

Cinnaire

Debt Financing in 2023
Cinnaire is a community development financial partner that supports community and economic development initiatives. It creates opportunities for people in need by seeking out and developing partnerships with mission-focused organizations and investors, and by deploying capital and expertise to foster community-driven revitalization. Cinnaire has invested $4.2 billion to revitalize communities, resulting in more than $7 billion in community impact. It was established in 1993 and is based in Lansing, Michigan.

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
At Bridgeway Capital, we are "bridging the way" from entrepreneurial ideas to actual business growth and impact. Bridgeway Capital works with companies and nonprofits in western Pennsylvania that have a strong, positive economic and social impact — igniting growth, stirring healthy competition, creating job opportunities, and strengthening communities.

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.

RecNation 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.

Origis Energy

Debt Financing in 2023
Origis Energy Ltd. is a solar development and construction company that focuses on large-scale solar photovoltaic projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in the design, construction, and operation of solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy offers a comprehensive range of services, including project development, financing solutions, engineering, procurement, and construction (EPC), as well as long-term operations and maintenance (O&M). Their asset management services encompass regulatory compliance, financial reporting, and performance management, while operational management includes preventive maintenance and security measures for the plants. By arranging equity and debt financing, Origis Energy enables clients to access cost-effective solar and energy storage solutions, contributing to the transition to cleaner energy sources.

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

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
They build, own and operate clean energy assets both behind and in front of the meter. Their solutions, managed by proprietary, technology-enabled risk management tools, allow us to provide dispatchable, affordable and resilient clean power to enhance system reliability and security for their customers and the grid.

Jacmel Growth Partners

Debt Financing in 2022
Jacmel Growth Partners is a private equity firm that focuses on the lower middle market. The company was founded in 2015 and is headquartered in Brooklyn, New York.

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.
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.

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 of expert-practitioners that has provided outstanding results to clients across the financial space, from fintechs to international banks.
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.

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 is a leading full-service residential solar provider in the United States. With the help of Vivint Solar, homeowners can power their homes with clean, renewable energy, typically achieving significant financial savings over time. Vivint Solar designs and installs solar energy systems for homeowners and offers monitoring and maintenance services. In addition to being able to purchase a solar energy system outright, homeowners may benefit from Vivint Solar's affordable, flexible financing options, including power purchase agreements, or lease agreements, where available. Vivint Solar also offers solar plus storage systems with LG Chem home batteries and electric vehicle chargers with ChargePoint Home. For more information, visit www.vivintsolar.com or follow @VivintSolar on Twitter.

Bolstr

Acquisition in 2018
Bolstr is a marketplace where the emerging consumer, retail, and manufacturing businesses can raise funding for expansion from real investors. They use a unique revenue share investment structure, designed to help businesses raise growth funding from investors, while maintaining equity, and making monthly payments that are proportional to gross sales volume. This means that businesses never get squeezed during seasonal sales cycles. They believe that too often emerging businesses are overlooked. Overlooked for capital, overlooked for guidance, and overlooked for success. They created The Vault to impart actionable advice, experiences, and lessons learned from real experts who have built and scaled consumer, retail, and manufacturing businesses. The Vault is the first publication for established business owners who refuse to accept the status quo and strive to take their operations to a new level. For this group of innovators and game-changers, The Vault provides access to a wealth of valuable insights on growth from experts who matter.
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.

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 owns, develops, and operates data centers in certain data center markets in the United States, including Los Angeles, the San Francisco Bay and Northern Virginia areas, Chicago, and New York City. Its customer base consists of enterprise customers, communications service providers, media and content companies, government agencies, and educational institutions.

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 and payment automation software tailored for midsize businesses across various industries, including healthcare, construction, and real estate. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange offers a comprehensive suite of solutions, including software for purchase orders, invoice management, and payment processing. The company processes over $140 billion in transactions annually through a network of more than 680,000 suppliers, serving approximately 6,000 customers in North America. With a workforce of 1,500 employees and additional offices in several states, AvidXchange continues to innovate and streamline financial operations for its clients, establishing itself as a prominent player in the fintech sector.

Cedar Realty Trust

Post in 2015
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust that owns shopping centers. Our high-quality core portfolio of primarily grocery-anchored shopping centers straddling the Washington, DC to Boston corridor totals 10 million square feet of GLA. We are focused on creating long-term value for our shareholders and long term relationships with our tenants.

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 the development of customized data centers aimed at enterprise clients, software as a service (SaaS) providers, and cloud computing service providers. The company offers build-to-order services that incorporate a range of features and personalization options. This approach allows clients to effectively address their specific needs through the use of patented architecture and scalable designs. Additionally, Compass Datacenters emphasizes a low cost of ownership and a rapid speed to market, making its solutions attractive to a variety of customers in the technology sector.

OnDeck

Debt Financing in 2013
OnDeck is a technology-enabled financial platform that specializes in providing loan financing to small and medium-sized businesses. Founded in 2006 and headquartered in New York City, OnDeck employs proprietary software to aggregate operational data from businesses, which is then analyzed by an algorithm to determine loan eligibility. By evaluating businesses based on their actual performance rather than relying solely on personal credit scores, OnDeck aims to enhance access to credit for small businesses. This approach allows businesses to focus on growth and customer engagement instead of spending excessive time seeking loans. In 2015, OnDeck expanded its services to Australia to address the capital access challenges faced by small enterprises in that market.

ByteGrid

Debt Financing in 2013
ByteGrid Holdings LLC specializes in the ownership, development, and operation of data centers that meet compliance standards for various industries. Based in Annapolis, Maryland, the company provides a range of IT infrastructure services including managed and hybrid cloud hosting, private and virtual private cloud solutions, as well as Windows and Linux cloud servers. In addition, ByteGrid offers cloud backup, dedicated hosting, colocation services, and comprehensive security solutions such as firewalls and intrusion detection. The company also provides collaboration tools, server backup, disaster recovery services, and professional services for cloud migration and compliance. ByteGrid caters to a diverse clientele, including sectors such as financial services, government, healthcare, and media. Founded in 2010, ByteGrid operates as a subsidiary of Lincoln Rackhouse.

Compass Datacenters

Series A in 2012
Compass Datacenters specializes in the development of customized data centers aimed at enterprise clients, software as a service (SaaS) providers, and cloud computing service providers. The company offers build-to-order services that incorporate a range of features and personalization options. This approach allows clients to effectively address their specific needs through the use of patented architecture and scalable designs. Additionally, Compass Datacenters emphasizes a low cost of ownership and a rapid speed to market, making its solutions attractive to a variety of customers in the technology sector.

First Wind

Debt Financing in 2010
First Wind is an independent North American wind energy company focused exclusively on the development, ownership and operation of wind farms. We currently focus on developing wind farms in the northeastern and western regions of the U.S. and in Hawaii, and are already producing 504 megawatts (MW) of energy through seven operating wind farms. First Wind is currently developing wind energy projects in several markets through various 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.

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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