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.
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. operates a retail-as-a-service platform designed to enhance the retail sector. Founded in 2018 and headquartered in Chicago, Illinois, Leap enables brands to establish retail stores in optimal locations under favorable terms. The platform encompasses all facets of store development and operations, including physical space management, staffing, and technological infrastructure. This comprehensive approach allows consumer brands to accelerate growth and enhance customer engagement through a seamless omnichannel experience. Leap operates retail stores in major cities such as New York City, San Francisco, Chicago, and Miami, positioning itself as a vital partner for high-growth brands seeking to thrive in the evolving retail landscape.
Essentia Analytics
Corporate Round in 2021
Essentia Analytics Ltd, founded in 2013 and based in London, specializes in developing a platform that aids professional investors in enhancing their investment decision-making skills. The company focuses on helping fund managers identify their strengths and weaknesses by analyzing historical trade data and behavioral patterns. By merging existing data on investment decisions with additional contextual information, Essentia provides actionable insights that enable portfolio managers to refine their strategies. The company employs a combination of behavioral data analytics, psychological research, and decision support technology to uncover biases in investment activities. Through its services, Essentia aims to foster skill development and investment discipline among active fund managers, ultimately leading to improved 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 group of engineers, investors, and data scientists, offers a cloud-based platform designed to enhance the fundamental investment process for hedge funds and asset managers. The EDS Analytics Platform integrates proprietary and third-party data, facilitating improved decision-making and productivity. It supports various aspects of the investment workflow, including idea generation, research management, portfolio construction, risk management, and performance attribution, while also accommodating environmental, social, and governance (ESG) considerations. By leveraging advanced data science techniques, Equity Data Science aims to provide investors with the insights necessary 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, specializes in developing software solutions for automated foreign exchange (FX) trading. The company focuses on delivering innovative financial technology designed to enhance and streamline FX trading processes. As of November 30, 2018, BEx LLC operates as a subsidiary of Northern Trust Corporation, contributing to the growth of its Global Foreign Exchange business.
The World Bank Group
Debt Financing in 2018
The World Bank Group is an international financial institution founded in 1944 and headquartered in Washington, D.C. It is composed of five institutions that provide financial and technical assistance to developing countries across various sectors, including education, health, infrastructure, and agriculture. The organization offers a range of financial products, such as low-interest loans, interest-free credits, and grants, aimed at fostering economic development and reducing poverty. Additionally, it provides analytical and advisory services, including poverty assessments and public expenditure reviews, to help countries enhance their economic policies. The World Bank Group also facilitates financing through partnerships with governments and private sector investors, often co-financing projects with other multilateral institutions and commercial banks. With a workforce of over 10,000 employees and a presence in more than 120 offices globally, it plays a pivotal role in managing initiatives that address diverse developmental needs across various regions.
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 and focuses on sales trading, research, and trading execution. Additionally, Aviate Global handles operations and clearing services, ensuring a comprehensive approach to equity transactions for its clients.
Docker
Series D in 2015
Docker, Inc. is a software company that provides an open platform for building, shipping, and running distributed applications through the use of container technology. Founded in 2008 and headquartered in San Francisco, California, Docker facilitates collaboration among developers and system administrators by allowing applications to be packaged as containers that can run seamlessly across various environments, including local machines, data centers, and public clouds. The platform includes tools for code building, scaling, deployment, and load balancing, as well as a cloud service for sharing applications and automating workflows. By offering an integrated and secure workflow, Docker enhances the efficiency of application development and accelerates the delivery process from code to deployment, serving millions of developers worldwide.
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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