Live Oak Bank

Live Oak Bank, established in 2008 and located in Wilmington, North Carolina, is a commercial bank that specializes in providing financial services to small and medium-sized businesses across various industries, including veterinary practices, agriculture, pharmacy, and healthcare. The bank offers a range of FDIC-insured banking products designed to support business growth, such as loans for buying, building, and expanding operations, as well as high-yield savings accounts and certificates of deposit. In addition to traditional banking services, Live Oak Bank provides business advisory services and education to empower entrepreneurs and enhance their financial acumen. The company is committed to delivering a customer-centric experience that distinguishes it from typical banking institutions.

Kate Groat

Director of Corporate Philantrophy

Mike Montgomery

Senior Vice President

Kevin Nowak

Senior Vice President, Sponsor Finance

Neil Underwood

President and COO

17 past transactions

Synply

Seed Round in 2024
Synply offers users a simplified, intuitive tool to centralize the entire process of syndicated lending and portfolio management.

Greenwood Sustainable Infrastructure

Debt Financing in 2024
Greenwood Sustainable Infrastructure (GSI) is a renewable energy company that focuses on the development, construction, and operation of distributed generation and utility-scale solar energy and battery storage projects across North America. Established in 2010, GSI has successfully developed approximately 178 MW across 43 renewable energy projects, many of which it continues to own or operate. The company combines technical, financial, and operational expertise to effectively manage projects, ensuring both scalability and value in the renewable energy sector. GSI aims to address the needs of the underserved markets in distributed energy and sustainable infrastructure through its comprehensive approach to project management and investment structuring.

DefenseStorm

Series C in 2024
DefenseStorm is a network security company that provides a cloud-based cybersecurity management platform. Its platform offers a bank, management oversight, and reporting, smart threat response, security expert, big data, and community intelligence solutions. The company combines and automates in real-time cybersecurity and cyber compliance built for banking, so financial institutions can achieve cyber safety and soundness according to regulations and their own policies Edgardo Nazario, Harold Brewer, Jeffrey Lunsford, and Sean Cassidy founded Praesidio on May 1, 2014, that became DefenseStorm in June 2016. It has its headquarters in Seattle in Washington.

B.R. Distilling Company

Debt Financing in 2024
B.R. Distilling Company produces blue note bourbon and riverset rye and specializes in alcoholic beverages and craft spirits. These factors provide the bourbon with aromas of caramel, oak, vanilla, and spice that linger on the palate. The company's contact modes are by mail, phone, and physical address.

Vitana Pediatric Dental Partners

Debt Financing in 2024
Vitana Pediatric Dental Partners is an investment firm dedicated to partnering with pediatric and orthodontic dental practices. The firm focuses on collaborating with owner dentists who have established successful businesses and seek to enhance their financial and professional growth. Vitana provides tailored investment and partnership models that offer essential capital, strategic resources, and operational support to help these practices expand and thrive. With leadership comprised of experienced dentists and business executives, Vitana leverages extensive expertise in building and scaling successful enterprises to drive growth within the pediatric dental sector.

Anatomy Financial

Seed Round in 2024
Anatomy Financial offers a suite of financial automation solutions tailored for healthcare organizations that bill insurance. The services include AI-powered EOB conversion, smart reconciliation, and a modern healthcare lockbox to streamline financial workflows.

Stiegler Edtech

Grant in 2024
Steigler Edtech provides STEM, esports and other non traditional, alternative education programs.

On.Energy

Debt Financing in 2023
On.Energy specializes in the development, construction, and operation of advanced energy storage solutions aimed at promoting low-carbon energy usage and enhancing renewable energy integration. The company utilizes predictive AI algorithms and proprietary analytics to offer comprehensive energy management software, allowing clients to monitor real-time energy consumption effectively. With a strong focus on reducing energy costs and improving system stability, On.Energy leverages its extensive industry expertise to deliver integrated solutions that contribute to a cleaner and more efficient electrical system.

Castellum

Post in 2023
Castellum is a defense-oriented technology company which is executing strategic acquisitions in the cyber security, information technology, information warfare, software engineering, and electronic warfare space.

Apiture

Venture Round in 2023
You have always been told “they can’t do it“ or “it’s going to take a year.“ Legacy technology should not be your obstacle; now you can transform development processes that would take years into hours. They don’t wrap old technology with an API layer. They create everything as an API, so they can help you innovate faster. Their engineers, ex-bankers and fintech-savvy leaders are pursuing an ambitious goal: to change the future of banking with their solutions. They are headquartered in Wilmington, NC, with an office in Austin, TX.

Medix Infusion

Debt Financing in 2023
Medix Infusion, Inc. is a healthcare provider specializing in ambulatory and home infusion therapy services for patients with chronic and acute conditions. Incorporated in 2020 and based in Arlington, Texas, the company operates multiple locations across the state. Medix Infusion offers a range of pharmacy services, including the placement of PICC lines, and administration of anti-infectives, IV antibiotics, anti-fungals, biologics, specialty injectables, total parenteral nutrition (TPN), and hydration therapy. The company is committed to enhancing patient care by delivering personalized and convenient infusion therapy, catering to the needs of high-acuity patients in rural, suburban, and underserved markets.

Uplinq

Seed Round in 2022
Uplinq is a financial technology company that transforms the bookkeeping process for small and medium-sized businesses through an AI-driven platform. By automating bookkeeping tasks, Uplinq enables business owners to connect their financial accounts seamlessly, allowing for easier access to critical data. The platform translates historical financial information into verifiable data, metrics, and actionable insights, empowering businesses to concentrate on customer engagement and overall management. Uplinq's innovative approach simplifies financial operations, ultimately fostering better decision-making and enhancing the management of business resources.

Apiture

Venture Round in 2022
You have always been told “they can’t do it“ or “it’s going to take a year.“ Legacy technology should not be your obstacle; now you can transform development processes that would take years into hours. They don’t wrap old technology with an API layer. They create everything as an API, so they can help you innovate faster. Their engineers, ex-bankers and fintech-savvy leaders are pursuing an ambitious goal: to change the future of banking with their solutions. They are headquartered in Wilmington, NC, with an office in Austin, TX.

Enable Dental

Debt Financing in 2022
Enable Dental Group is a provider of dental care services focused on serving underserved populations, including geriatric individuals, those with special needs, and patients in alternative settings. Headquartered in Austin, Texas, the company operates in multiple states, including Kansas, Missouri, Colorado, and California. Enable Dental employs a proprietary portable dental service model that allows dental clinicians to deliver a wide range of services directly to patients in their homes or community settings. These services encompass dental exams, cleanings, x-rays, extractions, fillings, denture treatment, and root canals, thereby enhancing accessibility and convenience for those in need of dental care.

GreenLight

Series B in 2019
GreenLight is a financial technology company that offers a comprehensive debit card and money management app designed for families. The platform allows parents and children to earn, save, spend wisely, give, and invest money effectively. Parents can establish flexible spending controls, oversee chores, automate allowances, and invest for their children's futures. Additionally, GreenLight provides up to 3% unlimited cash back on all purchases, with the option for parents to automatically invest those cash rewards in stocks and ETFs for family-related expenses. Founded in 2014 and based in Atlanta, Georgia, GreenLight has become a valuable resource for millions of families seeking to enhance their financial literacy and management.

DefenseStorm

Angel Round in 2015
DefenseStorm is a network security company that provides a cloud-based cybersecurity management platform. Its platform offers a bank, management oversight, and reporting, smart threat response, security expert, big data, and community intelligence solutions. The company combines and automates in real-time cybersecurity and cyber compliance built for banking, so financial institutions can achieve cyber safety and soundness according to regulations and their own policies Edgardo Nazario, Harold Brewer, Jeffrey Lunsford, and Sean Cassidy founded Praesidio on May 1, 2014, that became DefenseStorm in June 2016. It has its headquarters in Seattle in Washington.

Malauzai Software

Venture Round in 2012
Malauzai Software, Inc. is a software development company based in Austin, Texas, that specializes in mobile and Internet banking solutions tailored for community financial institutions. Founded in 2009, the company offers a range of products, including Consumer, Small Business, and Employee SmartApps, SmartwebApps, and SmartwearApps, designed to improve financial transaction management for users. Its MOX enterprise platform serves as a SmartApp Management Infrastructure, enabling financial institutions to meet diverse customer needs on a unified platform. The Consumer product focuses on mobile banking for retail customers, while the Small Business product targets the specific requirements of micro to medium-sized businesses, emphasizing light entitlements, receivables, and payments. Additionally, the Employee product provides mobile tools for financial institution staff to enhance both front-office and back-office operations. Malauzai's solutions are accessible through various devices, including wearable technology, smartphones, tablets, and desktops. The company operates as a subsidiary of Finastra Group Holdings Limited.
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