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, 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 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 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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