Northern Trust

Northern Trust Corporation, established in 1889 and headquartered in Chicago, Illinois, is a prominent financial services firm that specializes in investment management, asset and fund administration, and fiduciary services. The company serves a diverse clientele, including affluent individuals, corporations, and institutional clients across the globe. Northern Trust is recognized for its innovative approach to financial services, adapting to the evolving needs of its clients and the broader financial landscape. As a Registered Investment Adviser, it offers a comprehensive suite of asset management, wealth management, retirement, and financial technology solutions, positioning itself as a leader in the industry.

Ray Carney

Senior Vice President

Thomas Dempsey

Managing Director

John Donahoo

Senior Managing Director of Northeast Florida

Khary Espy

Vice President and Senior Relationship Manager, Weath Management and Commercial Banking

Daniel Gamba

Executive Vice President and President

Colter Lewis

President, Texas

Derek Minno

Regional Director, Foundation and Institutional Advisors

Christopher Vella

Managing Director

12 past transactions

Habitat for Humanity of Jacksonville

Venture Round in 2023
Habitat for Humanity of Jacksonville is Habitat for Humanity affiliates in the United States that provides homeownership opportunities

Leap

Series B in 2022
Leap Services, Inc., established in 2018 and based in Chicago, Illinois, specializes in branded retail. It operates a platform that enables brands to set up stores in optimal locations, securing favorable terms. Leap also manages retail stores for consumer brands in major U.S. cities, offering a comprehensive service that covers store development, staffing, and technology infrastructure. By utilizing data-driven insights and a technology-enabled approach, Leap aims to make physical retail more productive and less risky for brands, driving growth and enhancing customer experience.

Essentia Analytics

Corporate Round in 2021
Essentia Analytics Ltd is a London-based company, established in 2013, that specializes in behavioral data analytics and consulting services for professional investors. The firm aims to enhance investment decision-making by helping active fund managers identify their strengths and weaknesses through a skills-based investing approach. By analyzing historical trade data and behavioral patterns, Essentia combines insights from psychology, behavioral finance, and statistics with advanced data technology. This enables fund managers to recognize biases in their investment activities. The company provides actionable insights and decision support tools, alongside coaching, to help portfolio managers internalize these findings and improve their investment strategies, ultimately aiming for optimal performance.

Parilux

Acquisition in 2021
Parilux Investment Technology LLC, founded in 2010 and based in Edison, New Jersey, develops software solutions designed to enhance the investment processes of institutional investors. The company offers various products, including Parilux Fund Analyst, which helps manage the investment due diligence process, and Parilux Fund Manager, an accounting control system that supports back office and middle office functions. Additionally, Parilux provides data entry and management solutions that facilitate data access and sharing among multiple users. The company's offerings cater to a range of clients, including endowments, foundations, public and private pensions, funds of funds, and family offices. Parilux operates as a subsidiary of Northern Trust Corporation.

Equity Data Science

Corporate Round in 2021
Equity Data Science, founded in 2017 by a team of engineers, investors, and data scientists, specializes in providing a quantitative platform designed for fundamental investors. The company's EDS Analytics Platform has been utilized by leading investment funds since 2013, offering a cloud-based solution that enhances the investment process management for hedge funds and asset managers. By leveraging both proprietary and third-party data, the platform supports various functions, including idea generation, research management, portfolio construction, analytics, risk management, performance attribution, and ESG workflows. This comprehensive approach aims to empower investors with deeper insights and greater productivity, ultimately enabling them to streamline their investment processes and make informed decisions.

FinX Capital Markets

Seed Round in 2019
FinX tracks capital markets in real-time and provides data, analytics and other services to participants in global capital markets. A complete range of Analytics across all Security Asset Classes. Any number of portfolios, any number of securities.

BEx

Acquisition in 2018
BEx LLC, founded in 2013 and based in Chicago, Illinois, is a financial technology company specializing in automated foreign exchange (FX) trading software solutions. Dedicated to driving innovation and growth within the global FX market, BEx provides advanced software designed to enhance trading efficiency and effectiveness. As of November 30, 2018, BEx operates as a subsidiary of Northern Trust Corporation, further extending its capabilities and reach in the foreign exchange sector.

The World Bank Group

Debt Financing in 2018
The World Bank Group is an international organization that provides financial and technical assistance to low- and middle-income countries. Established in 1944, it consists of five institutions and has over 10,000 employees across more than 120 offices worldwide. The group offers low-interest loans, grants, and interest-free credits to support development projects in areas such as education, health, infrastructure, and environmental management. It also provides analytical and advisory services, guarantees and risk management products, and invests in businesses and governments. The World Bank Group's mission is to reduce poverty and support development by promoting sustainable growth and shared prosperity in developing countries.

Aviate Global

Acquisition in 2015
Aviate Global is an institutional equity broker that specializes in providing a range of equity brokerage services. The company offers compelling stock ideas, sales and research, and sales trading, along with trading and execution services. In addition to these core offerings, Aviate Global also provides operations and clearing services, ensuring a comprehensive approach to equity trading for its clients.

Docker

Series D in 2015
Docker develops an open container platform for building, shipping, and running distributed applications. The platform enables developers and operations teams to package applications into portable containers that run consistently across laptops, on-premises data centers, and public cloud environments. It provides container runtime and packaging tools, development language support and tooling for building, scaling, deploying, and load balancing, and a cloud service for sharing applications and automating workflows. Founded in 2008 and based in San Francisco, the company aims to simplify application development and accelerate delivery from code to the cloud.

Omnium

Acquisition in 2011
Omnium provides world-class, technology-driven fund administration services to clients operating across a broad spectrum of investment strategies and asset classes. Established in 2007, Omnium operates in the world’s major financial centers including Chicago, New York, Hong Kong and Bermuda.

Alta Colleges

Debt Financing in 2010
Alta Colleges is an education institute that offers higher education.
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