PNC, established in 1845, is a prominent commercial bank headquartered in Pittsburgh, Pennsylvania. It offers a wide array of financial services, including personal and business banking, residential mortgage banking, real estate finance, asset-based lending, wealth management, and specialized banking for corporations and government entities. PNC's primary geographic markets span across the Mid Atlantic and Northeast United States. PNC Mezzanine Capital, an investment arm of PNC Financial Services Group, specializes in acquisitions, mezzanine, recapitalization, growth capital, and buyout transactions. It primarily invests in middle market companies in the United States and Canada, focusing on niche manufacturing, value-added distribution, commercial services, and business and consumer services sectors. The firm typically invests between $5 million and $70 million, often taking majority stakes, and structures investments as second lien debt, subordinated debt, or equity.
Senior Vice President - Southeast Territory Executive and Community Development Banking Executive
Robert B. Codol
Partner
William Demchak
Chairman, President and CEO
Karim E. Demian
Associate
Jasa Dickson
Vice President, Branch Manager
Benjamin S. Farrell
Associate
Matt Finke
Managing Director
Larry Franco
EVP Southwest Territory Executive
Terrence Mech
Senior Vice President
Reymundo Ocañas
Managing Director of Community Development Banking
Gregory M. Ott
Associate
B. Douglas Phillips
Partner
Luke I. Pleta
Senior Associate
Marc Price
Senior Vice President and Group Head, Retail Finance
Kurt Rankin
Vice President and Senior Economist
Ryan M. Richardson
Vice President
Joshua A. Savacool
Associate
Ryan Shirley
Vice President, Commercial Banking
Luke Tripodi
Senior Vice President, PNC Business Credit
Michael P. Venditti
Managing Director
Preston G. Walsh
Partner
Jake Wesley
Vice President, Credit Products Group
123 past transactions
Vermont Slauson Economic Development Corporation
Grant in 2025
Vermont Slauson Economic Development Corporation is a non-profit organization. They provide business loans and financial services for businesses. Their economic resources to the community include access to capital, business planning, training, and development. They also provide financial advocacy for the communities.
Quest Resource Holding Corporation
Post in 2024
Quest Resource Holding Corporation, previously known as Infinity Resources Holdings Corp., is a Texas-based company that specializes in the management and recycling of various waste streams in the United States. Through its subsidiaries, it provides a comprehensive range of services, including the recycling and disposal of used motor oil, oil filters, scrap tires, metals, cooking oil, food waste, and more. The company also offers landfill diversion and industrial cleaning services, along with environmental certification and sustainability programs tailored to different industries, such as automotive, manufacturing, hospitality, and retail. Quest operates platforms like the Earth911 Recycling Directory and Earth911 Recycling Locator to educate consumers on recycling practices. By focusing on diverse sectors, including construction, multi-family properties, and food operations, Quest Resource Holding Corporation promotes effective waste management solutions and environmental sustainability.
Next Level Aviation
Debt Financing in 2024
Next Level Aviation is an aviation asset trading firm based in Sunrise, Florida, specializing in the distribution of quick engine change (QEC) and airframe rotable material for modern aircraft. Founded in 2013, the company provides a range of services including component lease pooling, rotatable sales and exchanges, as well as heavy maintenance and repair management. These offerings are designed to enhance the efficiency and reliability of aviation businesses, allowing them to optimize in-house purchasing and repair processes.
Swift Current Energy
Debt Financing in 2024
Swift Current Energy is a renewable energy firm focused on the development, ownership, and management of large-scale renewable energy projects, including wind, solar, and energy storage initiatives. The company is involved in all stages of project advancement, from site selection and regulatory approval to funding, construction, and ongoing operational management. By creating and managing these renewable energy assets, Swift Current Energy aims to facilitate the transition to a more sustainable energy grid, providing clients with investment opportunities that contribute to a net positive environmental impact.
Embraer
Post in 2024
Embraer SA is a Brazil-based company headquartered in Sao Paulo, primarily engaged in the manufacture of aircraft. It operates through three main business segments: Commercial Aviation, Defense and Security, and Executive Aviation. The Commercial Aviation segment focuses on the development, production, and sale of commercial jets, emphasizing the regional aviation sector and offering support services, which generate the majority of the company's revenue. The Defense and Security segment encompasses research, development, and production of defense aircraft, as well as systems and software design. In the Executive Aviation segment, Embraer develops, produces, and sells business jets, and provides related support services and aircraft leasing. By prioritizing customer satisfaction and leveraging a technology-driven portfolio, Embraer aims to build long-term relationships across its diverse markets.
Naked Wines International
Debt Financing in 2024
Naked Wines is an online wine-retailing platform that supports independent winemakers globally by providing them with funding in exchange for exclusive wines at discounted prices. Customers can enjoy next working day delivery throughout the UK for a fee of £4.99. The company emphasizes customer satisfaction by offering a full money-back guarantee, ensuring that customers can claim a refund if they are not satisfied with their purchase. This model not only fosters a direct relationship between consumers and winemakers but also promotes unique wines that might not be available through traditional retail channels.
Seismic Software
Debt Financing in 2024
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.
Group 1 Automotive
Post in 2024
Group 1 Automotive is a prominent automotive retailer that operates approximately 206 dealerships and 42 collision service centers across the United States and the United Kingdom. The company represents around 35 different automobile brands, with new vehicle sales accounting for about 60% of its total revenue. Group 1's dealerships primarily focus on metropolitan markets, with a significant concentration in Texas, which alone generated 38% of the company's new-vehicle volume in 2023. The company also provides financing, maintenance and repair services, and sells replacement parts, contributing to its diverse revenue streams. In 2023, Group 1 Automotive reported total revenue of $17.9 billion, with plans for further expansion following a pending acquisition that will increase its presence in the UK. Founded in 1995, the company continues to grow its footprint in the automotive industry.
Local Initiatives Support Corporation
Grant in 2024
Local Initiatives Support Corporation (LISC) is a non-profit foundation based in New York, established in 1979, dedicated to transforming distressed neighborhoods into healthy and sustainable communities across the United States. LISC provides a range of community development programs, including loans, grants, equity investments, and technical assistance aimed at housing development and organizational capacity building. The foundation also supports various initiatives focused on public policy, research, and civic engagement, enhancing the overall quality of life in communities. LISC's strategic plan, "Building Sustainable Communities," emphasizes creating environments that promote good workplaces, businesses, and family life. With operations in several states, including Washington, Louisiana, Mississippi, Pennsylvania, Florida, and Texas, LISC collaborates with local organizations to foster economic development and job creation, ultimately working to improve community health and sustainability.
TFI International
Post in 2024
TFI International Inc is a transportation and logistics company based in Canada, operating across North America through four primary segments: package and courier, less-than-truckload, truckload, and logistics. Established in 1957 and headquartered in Saint Laurent, Quebec, TFI International offers a comprehensive range of services, including the transportation and delivery of goods, which caters to various industries such as insurance, optical, financial, travel, dental, and legal sectors. The company's package and courier segment manages a significant volume of deliveries, while the less-than-truckload and truckload segments handle varying sizes of shipments, utilizing specialized trucks for different needs. Additionally, TFI International provides general logistics services, enhancing its operational efficiency and creating value for shareholders through strategic acquisitions and a robust network of wholly-owned subsidiaries. The majority of its revenue is generated from Canadian operations, with a notable presence in the United States.
Lumine Group
Post in 2024
Lumine Group is a private equity firm based in Mississauga, Canada, founded in 2022. The company specializes in acquiring communications and media software companies, allowing them to maintain their independence while focusing on their customers and employees. By providing support and resources, Lumine Group aims to facilitate the growth of these companies in a competitive market.
Nephron Pharmaceuticals
Private Equity Round in 2023
Nephron Pharmaceuticals Corporation is a mid-sized manufacturer specializing in generic respiratory medications. Founded in 1937 and headquartered in Florida, New York, the company provides products that are essential for treating conditions such as asthma and chronic obstructive pulmonary disease. Nephron sells its medications to a diverse range of clients, including hospitals, pharmacies, long-term care facilities, home care companies, and mail-order pharmacies. In addition to its core offerings, Nephron also provides contract manufacturing services, further expanding its reach within the healthcare market.
Hallador Energy
Post in 2023
Hallador Energy Company has been involved in the energy sector since 1951, initially focusing on oil and gas exploration before transitioning to coal development and transportation. The company's main business unit, Sunrise Coal, LLC, operates in Indiana and has the capacity to produce 10 million tons of coal annually, serving customers primarily in the Midwest and Southeastern United States. Hallador also owns Summit Terminal, a transport facility located on the Ohio River, which supports its coal delivery operations. The company generates most of its revenue from its Coal Operations segment, positioning itself to navigate market challenges and pursue long-term growth opportunities in the electric power generation industry.
New Jersey Community Capital
Grant in 2023
NJCC is a nonprofit community development financial institution that provides innovative financing, programs, and services for communities. NJCC expands opportunities and promotes economic growth through integrative investment and financing models to strengthen neighborhoods, improve individual and community health and well-being, and ensure that underserved communities thrive. NJCC promotes equity and opportunity in the communities it serves by taking a comprehensive and holistic approach to neighborhood revitalization.
WH Smith
Post in 2023
WH Smith is a British retailer renowned for its extensive chain of shops located in high streets, railway stations, airports, hospitals, and motorway service areas. Founded in 1972 and headquartered in Swindon, Wiltshire, the company operates primarily through two segments: travel and high street. The travel segment consists of 586 units, catering to the needs of travelers by offering a curated selection of products, including food, drinks, publications, books, and tech accessories. The high street segment features a diverse range of items, such as stationery, books, newspapers, magazines, and confectionery, with seasonal trading peaks during Christmas, Easter, and the back-to-school period in late summer. WH Smith is recognized as the first chain store company in the world and played a pivotal role in the development of the ISBN book catalog system.
W. P. Carey
Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.
Jamul Indian Village Development
Debt Financing in 2023
Jamul Indian Village of California is a non-profit organization dedicated to enhancing the quality of life for its tribal members. It focuses on providing educational opportunities, healthcare, housing, and the conservation of tribal properties. Additionally, the Jamul Indian Village Development Corporation manages both gaming and non-gaming enterprises, facilitating community resources and supporting the self-sufficiency of tribal members through employment opportunities. The organization also plays a crucial role in administering justice for its homeland tribal members, ensuring their rights and welfare are prioritized.
Evans Transportation Services
Debt Financing in 2022
Evans Transportation Services is a third-party logistics provider that offers a variety of custom logistics solutions tailored for shippers across North America. The company serves multiple industries, including automotive, chemicals, plastics, energy, oil, healthcare, manufacturing, and technology. Evans specializes in freight management and supply chain optimization, providing services such as less-than-truckload (LTL), intermodal, truckload, expedited shipping, and heavy haul. Additionally, the firm offers strategic outsourced solutions and advanced technology for transportation management systems, including dynamic reporting and integration with technology partners.
Greenwood
Series B in 2022
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.
Embraer
Post in 2022
Embraer SA is a Brazil-based company headquartered in Sao Paulo, primarily engaged in the manufacture of aircraft. It operates through three main business segments: Commercial Aviation, Defense and Security, and Executive Aviation. The Commercial Aviation segment focuses on the development, production, and sale of commercial jets, emphasizing the regional aviation sector and offering support services, which generate the majority of the company's revenue. The Defense and Security segment encompasses research, development, and production of defense aircraft, as well as systems and software design. In the Executive Aviation segment, Embraer develops, produces, and sells business jets, and provides related support services and aircraft leasing. By prioritizing customer satisfaction and leveraging a technology-driven portfolio, Embraer aims to build long-term relationships across its diverse markets.
WesBanco
Post in 2022
WesBanco, Inc. is a bank holding company based in Wheeling, West Virginia, that operates through its subsidiary, WesBanco Bank, Inc. The company offers a range of financial services, including retail and corporate banking, personal and corporate trust, brokerage, mortgage banking, and insurance services. WesBanco serves its clients through community banking and trust and investment services, providing various deposit accounts, loans for residential and commercial real estate, consumer installment loans, and home equity lines of credit. Additionally, the company offers investment products such as mutual funds and annuities, as well as securities brokerage services. WesBanco also operates an insurance agency and a full-service broker/dealer. As of the end of 2019, the bank maintained 236 branches and 227 ATMs across multiple states, including West Virginia, Ohio, and Pennsylvania. Founded in 1870, WesBanco has established a significant presence in the financial services sector.
Baltimore Community Lending
Venture Round in 2022
Baltimore Community Lending is a community development financial institution that provides loans to community developers and small business owners in underserved communities. They work with the government, foundations, financial institutions, community stakeholders, anchor institutions, and small business owners early in the planning process to create capital solutions that contribute to a diverse and economically balanced society.
Exela Technologies
Post in 2022
Exela Technologies is a leader in business process automation (BPA), offering a range of enterprise software and solutions tailored for specific industries as well as general applications. The company serves vital sectors such as banking, healthcare, and insurance, providing solutions that enhance operational efficiency in mission-critical environments. Exela's BPA suite includes workflow automation, cognitive automation, digital mailrooms, print communications, and payment processing, demonstrating its capability to streamline complex processes. The company operates through various segments, notably Information and Transaction Processing Solutions, which is its primary revenue source, along with Healthcare Solutions and Legal and Loss Prevention Services. With a global presence, Exela Technologies leverages its extensive experience to meet the evolving needs of its clients across multiple industries.
Koppers Holdings
Post in 2022
Koppers Holdings is a prominent integrated producer of carbon compounds and treated wood products, catering to various industries including aluminum, steel, chemicals, rubber, railroad, and utilities. Headquartered in Pittsburgh, Pennsylvania, the company operates multiple manufacturing facilities across the United States, Canada, the United Kingdom, Denmark, the Netherlands, Australia, and China. Koppers is organized into three main segments: railroad and utility products and services, performance chemicals, and carbon materials and chemicals. Its diverse product range includes treated and untreated wood products, such as crossties for railroads, along with wood preservation chemicals and carbon compounds like creosote. Koppers Performance Chemicals focuses on innovative methods for pressure treating lumber, serving critical sectors such as residential construction, commercial building, and agriculture. The company emphasizes its role as a vital supplier to essential industries, providing solutions that meet stringent construction and safety standards.
Guild
Series F in 2022
Guild's lifelong learning platform offers classes, programs, and degrees for working adults, with a path for them to move forward in their education and careers. It offers these adults support from start to finish, with their technology platform for discovery, learning, and organizing the experience, and extra support with their tech-enabled student advising model.
TRU Colors
Debt Financing in 2022
TRU Colors is a for-profit brewery that aims to address street violence and foster community unity across the United States. The company focuses on changing perceptions of gang culture by providing employment opportunities specifically for gang members within its brewing operations. By integrating a social mission with its business model, TRU Colors seeks to promote peace and reduce gun violence, thereby creating a positive impact in the communities it serves.
TRU Colors
Corporate Round in 2022
TRU Colors is a for-profit brewery that aims to address street violence and foster community unity across the United States. The company focuses on changing perceptions of gang culture by providing employment opportunities specifically for gang members within its brewing operations. By integrating a social mission with its business model, TRU Colors seeks to promote peace and reduce gun violence, thereby creating a positive impact in the communities it serves.
Installed Building Products
Post in 2022
Installed Building Products is a leading installer of insulation and complementary building products for residential and commercial projects across the United States. The company specializes in various types of insulation, including fiberglass, spray foam, and cellulose, catering primarily to the residential new construction market. In addition to insulation, Installed Building Products offers a wide range of other products such as waterproofing, fire-stopping and fireproofing solutions, garage doors, rain gutters, window blinds, shower doors, and closet shelving. The company operates through three segments: Installation, Manufacturing, and Distribution, with the majority of its revenue derived from its Installation segment.
Pyxus International
Post in 2022
Pyxus International, Inc. is an agricultural company headquartered in Morrisville, North Carolina, with a history dating back to 1873. The company specializes in providing a range of agricultural products and services, including leaf tobacco, e-liquids for vaping devices, and industrial hemp-derived cannabidiol (CBD) products. Pyxus focuses on sustainability by offering responsibly sourced and independently verified products that are traceable. Its operations extend globally, covering North America, South America, Europe, Asia, and Africa. The company's various product categories include leaf tobacco, legal cannabis, industrial hemp, CBD, and e-liquids, positioning it as a significant player in the agricultural sector.
Johnson C. Smith University
Grant in 2022
Johnson C. Smith University (JCSU), established in 1969 and located in Charlotte, North Carolina, is a prominent historically black Presbyterian university offering a liberal arts education. As an HBCU, JCSU focuses on providing educational opportunities for a diverse student body from various ethnic, socioeconomic, and geographic backgrounds. The university hosts several colleges, including the College of Arts and Letters, the College of Professional Studies, and the College of Science, Technology, Engineering, and Mathematics. JCSU is known for its strong programs in Social Work, Business, and Teacher Education, along with other areas such as Communication Arts, Criminology, Music, Health Education, and Computer Engineering. The university is governed by a board of trustees that oversees its assets and strategic direction.
Howard University
Grant in 2021
Howard University, located in Washington, D.C., is an esteemed institution established in 1867 that focuses on providing educational opportunities, particularly for African-American students. The university offers a wide range of academic programs at the undergraduate, graduate, and doctoral levels, including fields such as law, medicine, and pharmaceutical studies. With a commitment to fostering high academic achievement and potential, Howard University aims to enhance the educational landscape while reflecting the political and cultural dynamics of its environment.
Kore.ai
Series C in 2021
Kore.ai, Inc. is a developer of artificial intelligence-driven chatbot solutions for enterprises, specializing in conversational and generative AI platforms. Founded in 2011 and headquartered in Orlando, Florida, the company offers no-code tools that enable organizations to design, develop, test, and manage chatbots for various applications, including banking, sales, IT help desks, and commerce. Kore.ai's platform facilitates both automated and human-assisted interactions, allowing businesses to enhance customer and employee experiences. The company supports its clients by providing the flexibility to choose the language models and infrastructure that best fit their needs. With a robust patent portfolio and recognition from industry analysts as a leader in AI innovation, Kore.ai serves over 400 Fortune 2000 companies and maintains a global presence with offices in regions such as India, the UK, and Japan.
Saviynt
Private Equity Round in 2021
Saviynt Inc. is a provider of identity governance and administration and cloud security solutions, assisting enterprises in securing applications, data, and infrastructure through a unified platform. Founded in 2015 and headquartered in El Segundo, California, with additional offices in Atlanta, Sydney, Reading, and Bengaluru, the company offers intelligent identity and access governance solutions tailored for cloud environments. Its platform encompasses critical applications such as Workday, Office 365, Salesforce, Oracle EBS, and SAP, integrating data access policies, access controls, and usage analytics. Saviynt's offerings include risk-based access requests, advanced role management, and certification processes, enabling organizations to navigate security and compliance challenges effectively.
Mellott
Venture Round in 2021
Mellott is a provider of integrated aggregate processing services and equipment, serving the aggregate, slag, construction, and power industries. The company specializes in various areas, including mobile crushing, slag and metallic recovery, and concrete or asphalt recycling. Mellott offers portable wheeled plants and equipment maintenance, along with the rental of new and used equipment and parts, such as crushing and screening systems. By delivering a comprehensive range of services, Mellott helps clients effectively manage their rock crushing operations.
Phillips Edison & Company
Debt Financing in 2021
Phillips Edison & Company is a leading real estate investment trust that specializes in owning and operating grocery-anchored shopping centers across the United States. With a diverse portfolio of well-occupied neighborhood shopping centers, the company features a mix of national and regional retailers that provide essential goods and services in strong demographic markets. Its vertically-integrated operating platform enables effective acquisition, leasing, and management of properties, which contributes to its strong operational performance. As of September 2020, the company managed 309 properties, including 283 wholly-owned centers encompassing approximately 31.7 million square feet. With over 29 years of experience, Phillips Edison & Company is dedicated to enhancing the shopping experience and positively impacting the communities it serves.
Modern Campus
Debt Financing in 2021
Modern Campus is a software company specializing in student lifecycle management solutions tailored for higher education institutions. Its SaaS platform focuses on managing continuing education and non-degree programs, catering to students outside the traditional full-time degree framework. By enhancing digital engagement, Modern Campus aims to improve the overall student experience, enabling institutions to increase enrollment, streamline administrative processes, and efficiently oversee their educational offerings.
Spirit Pharmaceuticals
Private Equity Round in 2021
Spirit Pharmaceuticals, founded in 2003 and based in Ronkonkoma, New York, specializes in the development, manufacturing, and distribution of over-the-counter (OTC) products in various dosage forms. The company focuses on private label pharmaceutical products designed to serve both consumers and businesses. Its extensive product line includes hand sanitizers, pain-relieving tablets, and medications for digestive issues, allergies, colds, and flu. By providing a diverse range of reliable OTC drugs, Spirit Pharmaceuticals aims to meet the needs of clients within the healthcare industry.
ESAM
Venture Round in 2021
ESAM, founded in 1974 and based in Grants Pass, Oregon, specializes in outsourced manufacturing services, focusing on wire and cable assemblies as well as harnesses. The company offers full-service electronic contract manufacturing tailored for various sectors, including medical devices, aerospace, defense, and commercial markets. ESAM produces custom cable assemblies, cable harnesses, electronic sub-assemblies, and pneumatic assemblies, ensuring that clients receive products that meet their specific requirements.
Counterpointe Sustainable Real Estate
Series C in 2021
As a pioneer in the PACE (Property Assessed Clean Energy) field, Counterpointe Sustainable Real Estate (CSRE) is leading the way in financing energy efficiency, renewables (solar, wind, geothermal), seismic strengthening, storm protection and water conservation for commercial real estate. This simultaneously helps make businesses safer, more efficient and increases their social good.
Greenwood
Series A in 2021
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform tailored specifically for Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services designed to empower its clients, including savings and spending accounts, peer-to-peer transfers, mobile deposit capabilities, and access to a global network of automated teller machines. The platform emphasizes community reinvestment and innovative features, such as early pay options, all delivered through a user-friendly mobile banking experience. With a commitment to serving underrepresented communities, Greenwood aims to provide best-in-class digital banking services while fostering economic growth and support for its customers.
Tempus Technologies
Acquisition in 2021
Tempus Technologies specializes in secure payment processing solutions tailored for businesses of all sizes. The company develops comprehensive payment gateway software that facilitates the secure processing of payment cards and checks. By offering a range of applications, including PC and mobile payment apps, payment portals, and web services, Tempus Technologies aims to enhance the flexibility and efficiency of payment processes for its clients. Their mission focuses on delivering innovative solutions that not only meet but exceed the diverse needs of businesses in managing transactions securely.
SparkPost
Private Equity Round in 2021
SparkPost is an email sending and deliverability platform that enables businesses to reliably reach their customers' inboxes. The company offers a cloud-based API solution that facilitates the sending and receiving of emails, catering to a diverse clientele that includes notable names such as Pinterest, LinkedIn, and Twitter. SparkPost processes over 5 trillion messages annually, accounting for more than 37 percent of the world's commercial email. Its platform provides essential features like messaging infrastructure and real-time customer interaction capabilities, allowing users to integrate messaging with various data sources and applications. This comprehensive approach equips companies with the deliverability, data insights, and scalability necessary to enhance customer engagement and meet their email delivery needs effectively.
Goalsetter
Seed Round in 2021
Goalsetter is a financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.
Gravity Diagnostics
Debt Financing in 2021
Gravity Diagnostics is a full-service CLIA laboratory licensed in all 50 states, offering a range of innovative laboratory tests. The company specializes in areas such as COVID-19, upper respiratory infections, toxicology, pharmacogenomics, and sexually transmitted infections. By providing pharmacogenomic diagnostics services, Gravity Diagnostics aims to assist physicians in prescribing the most appropriate medications and dosages, thereby reducing the risk of drug abuse and addiction. The organization emphasizes its commitment to supporting physicians, patients, and communities through integrity, regulatory compliance, and clinical expertise.
Zippy Shell
Debt Financing in 2020
Zippy Shell Incorporated is a provider of portable moving and self-storage services tailored for individuals and businesses. Established in 2009 and based in Wake Forest, North Carolina, the company offers a range of solutions, including local and long-distance moving, mobile storage, on-site storage, and assistance with loading, unloading, and packing. A notable feature of Zippy Shell's service is its mobile storage units, which are delivered directly to customers, allowing them to load at their convenience. Once filled, these units can be securely stored at Zippy Shell facilities or transported to a new location. The company serves various market segments, including residential, commercial, military, and student sectors, providing a comprehensive and flexible approach to moving and storage needs.
BBVA Ventures
Acquisition in 2020
BBVA Ventures, established in 2013, is the venture capital arm of BBVA Group, a global financial services company founded in 1857. Based in the U.S., Mexico, and Europe, BBVA Ventures invests in early to late-stage technology companies disrupting financial services. The firm focuses on areas such as payments, credit, insurance, wealth management, e-commerce, security, and compliance. As part of BBVA Group, which is transforming banking worldwide, BBVA Ventures works with entrepreneurs and co-investors, providing funding and expertise to become a long-term partner in their success.
Thaler Machine
Venture Round in 2020
Thaler Machine Company Inc., founded in 1952 and based in Springboro, Ohio, specializes in the development and production of precision components and measuring machines. The company offers a range of services including prototype development, toolwork, and inspection support. Its product lineup features machined components crafted from solid titanium blocks, heat-treated inconel valves, precision valves, and various machined parts such as aluminum and bronze components. Thaler Machine Company also produces complex aluminum parts, ball pocket pistons, variable lead screws, and high-precision automotive parts. With a focus on innovation, Thaler Machine Company aims to advance industrial solutions by transforming customer ideas into practical applications.
Duke Energy Florida
Debt Financing in 2019
Duke Energy Florida, a subsidiary of Duke Energy Corporation, is a major electric utility serving approximately 4 million customers across the state of Florida. The company provides reliable, affordable, and clean electric service, supported by a diverse generation portfolio that includes nuclear, natural gas, and renewable energy sources. As part of Duke Energy, which operates in multiple states, it is committed to sustainability and improving the quality of life for its customers. Duke Energy Florida plays a crucial role in the local economy by ensuring robust energy infrastructure and contributing to community development initiatives. Headquartered in Charlotte, North Carolina, Duke Energy is recognized as one of the largest energy holding companies in the United States, with a focus on delivering essential energy services to millions while pursuing a cleaner energy future.
AccessOne
Debt Financing in 2019
AccessOne is a healthcare fintech company established in 2002 and based in Fort Mill, South Carolina. The company specializes in providing patient-centric payment tools designed to assist consumers in managing their healthcare costs while enhancing hospital reimbursement. AccessOne offers a range of low and no-interest payment options for various patient balance types, including high-deductible plans and financial assistance, ensuring that no patient is denied credit or negatively impacted in their credit reporting. The company’s financial engagement platform focuses on automation, digitization, and effective communication, seamlessly integrating with major health information systems to streamline processes and improve performance metrics for healthcare providers. By eliminating manual entry and facilitating better revenue capture, AccessOne supports hospitals and health systems in achieving optimal financial outcomes.
Hollywood Beauty Products
Acquisition in 2019
Hollywood Beauty, founded in 1988 and headquartered in Miami, Florida, is a manufacturer of multicultural hair and skincare products. The company offers a diverse range of items, including oils, pure organic oil formulas, creams, and conditioning products. Its product line aims to address various skincare needs, helping clients combat fungi and prevent dry skin. With a focus on inclusivity, Hollywood Beauty serves a broad customer base by catering to the unique needs of different hair and skin types.
Industrial Valve
Venture Round in 2019
Industrial Valve Sales & Service, Inc. is a company based in Mobile, Alabama, that specializes in the repair and servicing of pressure safety valves. Established in 1975, it offers a range of products including new control valves, actuators, and remanufactured valves. The company emphasizes its commitment to customer satisfaction by supplying OEM safety and safety relief valves and parts from various manufacturers. With a large inventory available, Industrial Valve is capable of shipping products the same day at no additional cost, ensuring timely service for its clients' needs.
Japonesque
Debt Financing in 2019
Japonesque LLC is a beauty care company based in San Ramon, California, specializing in high-quality cosmetics and professional beauty tools. Founded in 1984, Japonesque draws inspiration from the traditional makeup techniques of Kabuki theater in Japan, offering a product range that includes makeup brushes, eyelash curlers, nail care tools, and cosmetics designed for both professionals and beauty enthusiasts. The company’s offerings feature innovative formulations and luxurious packaging, catering to the needs of discerning customers seeking both performance and aesthetic appeal. Japonesque products are available through various retail channels in the United States, as well as beauty supply stores, salons, and spas worldwide, ensuring accessibility for a global clientele.
Madison-Kipp
Debt Financing in 2019
Madison-Kipp Corporation is a manufacturer based in Madison, Wisconsin, specializing in precision machined components and system subassemblies. The company serves various sectors, including transportation, industrial, lawn and garden, and leisure markets. Madison-Kipp produces a range of products such as rear drive unit axle housing assemblies, twin cylinder engine crankcases, and cam chain tensioner brackets, catering to light vehicles, lawn and garden equipment, and recreational vehicles. The organization supports its customers through a fully integrated supply chain, managing everything from raw material blending to final product assembly. Madison-Kipp emphasizes automation in its production processes, utilizing advanced robotic technology to enhance efficiency. Founded in 1898, the company has evolved over the years to adopt modern manufacturing practices, including Lean Manufacturing principles, to diversify its offerings and improve operational performance.
STAG Industrial
Post in 2019
STAG Industrial, Inc. is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, focusing on those with purchase prices exceeding $5 million, primarily located in secondary markets. Its portfolio mainly consists of warehouse and distribution buildings, with additional assets in manufacturing and flex/office spaces. STAG Industrial generates nearly all of its income from rental revenue, with a significant portion derived from properties situated in Midwestern and Eastern U.S. cities. The company serves a diverse clientele, including air freight and logistics companies, which underscores the critical role its properties play in supporting tenants' business operations.
The RESCON Group
Venture Round in 2019
The RESCON Group specializes in 24/7 emergency disaster restoration and reconstruction services for both commercial and residential properties. Recognized as a preferred service provider by major insurance companies, the company focuses on various aspects of disaster management, including water and fire damage restoration, mold abatement, and reconstruction. With a certified and insured team equipped with advanced technologies, The RESCON Group ensures that clients receive comprehensive renovation and rebuilding services. Their commitment extends beyond restoration, as they aim to support clients in recovering from disasters, keeping them informed throughout the process and delivering services on time and within budget.
Vector Security
Debt Financing in 2019
Vector Security is a leading provider of intelligent security solutions with over 40 years of experience, headquartered in Pittsburgh. The company specializes in a comprehensive range of electronic security services for both residential and commercial clients, including home security, business security, video surveillance, smart home automation, access control, and fire and intrusion protection. Serving over 300,000 homes and businesses across North America and the Caribbean, Vector Security emphasizes tailored solutions that meet the unique needs of its customers. Through a network of branches and authorized dealers, the company aims to deliver quality services that are cost-effective and technologically advanced, ensuring enhanced security and exceptional customer experiences.
American Eagle Outfitters
Post in 2019
American Eagle Outfitters, Inc. is a specialty retailer that offers a diverse range of clothing, accessories, and personal care products primarily under the American Eagle and Aerie brands. The company provides apparel for men and women, including jeans, intimates, activewear, and swimwear, alongside personal care items. In addition to its primary offerings, American Eagle also features sports apparel under the Tailgate brand and menswear from Todd Snyder New York. The company operates approximately 940 American Eagle stores and 148 Aerie stand-alone stores across the United States, Canada, Mexico, China, and Hong Kong. Its online presence, which includes websites such as ae.com and aerie.com, allows for international shipping to 81 countries. Founded in 1977 and headquartered in Pittsburgh, Pennsylvania, American Eagle Outfitters continues to expand its footprint through both physical stores and e-commerce platforms.
Ambassador Financial Group
Acquisition in 2019
Ambassador Financial Group, Inc., founded in 2006 and based in Allentown, Pennsylvania, is a FINRA registered broker-dealer that specializes in providing tailored financial services to banks, thrifts, credit unions, insurance companies, trust companies, and asset managers across the United States. The firm offers a diverse range of solutions, including balance sheet management and investment banking services, aimed at addressing the unique needs of financial institutions. With a focus on personalized service, Ambassador Financial Group delivers comprehensive capital market services designed to enhance the operational efficiency and financial performance of its clients.
SemiTorr Group
Venture Round in 2018
SemiTorr Group, Inc. is a distributor specializing in high purity gas and fluid handling systems and components, catering to the Microelectronics, Life Sciences, and Food and Beverage markets. Founded in 1988 and headquartered in Tualatin, Oregon, the company offers a comprehensive range of products including filtration systems, valves, hoses, tubing, fittings, and instrumentation. SemiTorr Group operates multiple distribution centers across the United States, ensuring efficient delivery and customer service. The company focuses on providing tailored solutions to meet the specific needs of its clients, positioning itself as a one-stop source for essential gas and liquid control products.
Orion Talent
Debt Financing in 2018
Orion Talent is a recruitment and permanent placement service that specializes in connecting businesses with skilled professionals, particularly former military personnel. The company offers design-led recruiting solutions that streamline the hiring process, enabling organizations to efficiently acquire motivated and well-matched candidates. By leveraging a diverse network of talent, including an engaged community of veterans, Orion Talent aims to optimize recruitment processes for its clients. Its focus on delivering recruitment outsourcing and optimization services helps employers find qualified candidates who meet their specific needs.
Magnum Magnetics
Debt Financing in 2018
Magnum Magnetics Corporation, founded in 1991 and headquartered in Marietta, Ohio, specializes in the manufacturing and sale of flexible magnetic products for a variety of industries, including commercial printing, signage, graphics, engineering, and retail. The company offers an extensive range of products, such as two-sided magnetic sheets, magnetic inkjet papers, vinyl magnetic sheets, and custom profiles, as well as services like custom magnet creation, die-cutting, and back coating. Their portfolio includes both plain and printable magnetic sheeting, flexible magnetic strips, and a variety of adhesive laminated products, catering to diverse applications in direct mail, engineering, and retail markets. By providing tailored solutions and maintaining control over production processes, Magnum Magnetics ensures timely delivery of high-quality custom magnets to its clients.
Buffalo Games
Venture Round in 2018
Buffalo Games, Inc. is a manufacturer and marketer of jigsaw puzzles, board games, card games, and party games designed for families and friends. Founded in 1986 and based in Buffalo, New York, the company distributes its products through various channels, including mass retail, online retailers, specialty stores, and craft or hobby outlets. Buffalo Games focuses on providing engaging and innovative entertainment experiences, offering a wide range of products that cater to both children and adults. Its commitment to quality and creativity has established the company as a notable player in the games and puzzles market in America.
Shur-Line
Debt Financing in 2018
Shur-Line is a manufacturer of painting and home improvement products that caters to both professional painters and DIY enthusiasts. Established in the 1950s with the introduction of its first blade edger, the company has consistently focused on designing tools that enhance the painting experience. Its product line includes brushes, roller covers, mini rollers, paint trays, poles, frames, and surface preparation tools, all aimed at making painting projects easier, faster, and more enjoyable. By developing user-friendly products that deliver excellent results, Shur-Line has positioned itself as a leader in the convenience tools market, appealing to both homeowners and contractors.
Madaket
Series B in 2018
Madaket, Inc. is a provider of SaaS solutions focused on the healthcare industry, headquartered in Cambridge, Massachusetts. Founded in 2012, the company specializes in automating healthcare enrollment processes, effectively connecting healthcare providers and payers to streamline administrative tasks. Madaket's platform enhances efficiency by reducing manual errors and allowing organizations to track the status of enrollments. The company has established exclusive partnerships with TriZetto Provider Solutions and HealthStream, facilitating access to a network that includes over 300,000 providers already in its system and an additional 325,000 providers under contract.
Crunch Fitness
Venture Round in 2018
Crunch Fitness is a chain of fitness clubs that caters to a diverse clientele seeking to improve their health and well-being. The company provides a variety of fitness services, including group fitness classes, personal training, and small group training programs. Its gyms are equipped with a comprehensive selection of strength and cardio equipment, allowing members to pursue their fitness goals in a supportive environment. By offering affordable access to quality fitness resources and professional guidance, Crunch Fitness aims to enhance the lives of its members through effective fitness solutions.
Crunch Fitness
Debt Financing in 2018
Crunch Fitness is a chain of fitness clubs that caters to a diverse clientele seeking to improve their health and well-being. The company provides a variety of fitness services, including group fitness classes, personal training, and small group training programs. Its gyms are equipped with a comprehensive selection of strength and cardio equipment, allowing members to pursue their fitness goals in a supportive environment. By offering affordable access to quality fitness resources and professional guidance, Crunch Fitness aims to enhance the lives of its members through effective fitness solutions.
The RESCON Group
Venture Round in 2018
The RESCON Group specializes in 24/7 emergency disaster restoration and reconstruction services for both commercial and residential properties. Recognized as a preferred service provider by major insurance companies, the company focuses on various aspects of disaster management, including water and fire damage restoration, mold abatement, and reconstruction. With a certified and insured team equipped with advanced technologies, The RESCON Group ensures that clients receive comprehensive renovation and rebuilding services. Their commitment extends beyond restoration, as they aim to support clients in recovering from disasters, keeping them informed throughout the process and delivering services on time and within budget.
Hornby
Post in 2018
Hornby PLC is a manufacturer and retailer of toy and hobby products, primarily specializing in model trains and model railways. The company's extensive product range includes train sets, locomotives, wagons, coaches, and various accessories such as tracks, power and control systems, and scenic elements. Hornby markets its offerings under several well-known brands, including Hornby, Skale Autos, SkaleScenics, Skaledale, Arnold, Jouef, Lima, Rivarossi, and Electrotren. With a distribution network that spans hobby specialists, retailers, and its own website, Hornby serves customers in the United Kingdom, the United States, Spain, Italy, and other parts of Europe. Established in 1907, the company is headquartered in Margate, United Kingdom.
WorkFusion
Series E in 2018
WorkFusion, Inc. specializes in developing an intelligent automation cloud platform aimed at enhancing operational efficiency for various industries, including banking, insurance, and healthcare. The company offers a range of products, including robotic process automation (RPA) tools, smart process automation solutions, chatbots for service automation, and workforce orchestration through SmartCrowd. Additionally, WorkFusion provides intelligent automation solutions for anti-money laundering and document processing. Founded in 2010 and headquartered in New York City, WorkFusion has expanded its operations globally with offices in locations such as Bengaluru, Tokyo, Wanchai, London, Minsk, Munich, and Singapore. The company's mission is to facilitate a transition to more meaningful work by leveraging artificial intelligence technology and advanced analytics to automate diverse business processes, thereby improving productivity and service delivery.
HighRadius
Series A in 2018
HighRadius Corporation is a technology company specializing in financial supply chain management software solutions aimed at automating and optimizing receivables processes for businesses. Founded in 2006 and headquartered in Houston, Texas, with additional offices in Europe and the Asia Pacific, HighRadius provides a suite of cloud-based products that enhance efficiency in various industries, including consumer products, manufacturing, and distribution. Its offerings include automated solutions for cash application, dispute resolution, credit memo approval, and correspondence automation, all designed to streamline the order-to-cash cycle and improve financial performance. The company’s platform enables organizations to achieve touchless cash management and accurate cash forecasting while facilitating better collaboration across departments. HighRadius has formed strategic partnerships with notable entities, enhancing its market position and capabilities in the financial technology landscape.
TaylorMade Golf
Debt Financing in 2018
TaylorMade Golf is a manufacturer of high performance golf equipment and golf balls and a major force on the PGA TOUR.
Fortis Advisors
Acquisition in 2017
Fortis Advisors, LLC, located in La Jolla, California, is a professional services firm specializing in post-closing representation for selling shareholders in private company mergers and acquisitions. Founded in 2011, the firm addresses the complexities and challenges that arise after a transaction closes, providing expertise in managing escrows, holdbacks, working capital adjustments, and earn-out payments. Fortis Advisors allows shareholders to delegate the burdensome responsibilities and potential liabilities associated with post-closing processes to experienced professionals. Their services encompass shareholder reporting, accounting reviews, distribution management, and coordination of communications among buyers, selling shareholders, and other involved parties, ensuring a seamless transition. By tailoring their approach to meet specific shareholder needs, Fortis Advisors effectively alleviates the time and effort required from individuals, making them a preferred choice for those navigating the intricacies of post-merger matters.
The Trout Group
Acquisition in 2017
The Trout Group LLC is a prominent provider of investor relations and strategic advisory services, primarily serving the energy technology and life sciences sectors. Founded in 1995 and headquartered in New York, the firm has established a strong presence with additional offices in Boston, San Francisco, London, Sydney, and Shanghai. With nearly three decades of experience, the Trout Group specializes in various aspects of investor relations, including the development and implementation of IR strategies, IPO advisory, market intelligence, event planning, and corporate communications. The firm aims to enhance client visibility and facilitate connections with institutional investors, leveraging its extensive network in major financial centers worldwide.
DonorsChoose
Grant in 2017
DonorsChoose.org is an online charity founded in 2000 and based in New York, New York, that enables individuals to support students in need through a straightforward crowdfunding platform. It focuses on addressing educational inequity by allowing donors to contribute directly to public school projects. Each request for funding is carefully vetted, and once funded, resources are shipped directly to classrooms. DonorsChoose also emphasizes transparency and accountability, providing donors and school leaders with thank you notes and detailed reports on how funds are utilized. The organization has received high ratings for its commitment to transparency from Charity Navigator and GuideStar, solidifying its reputation as a trusted resource for teachers, donors, and district administrators.
Excel Orthopedic Rehabilitation
Venture Round in 2017
Excel Orthopedic Rehabilitation has enured an experienced provider in the treatment of these types of injuries. They set the standards in orthopedic physical therapy for everyone from school-age children to geriatrics. It is a provider of sports and orthopedic physical therapy rehabilitation services.
3 Rivers Capital
Venture Round in 2017
3 Rivers Capital, LLC is a private equity firm based in Pittsburgh, Pennsylvania, that specializes in control buyouts and equity recapitalizations of small, family-owned, and entrepreneur-led businesses. Established in 2005, the firm targets niche manufacturing, specialty service sectors, healthcare, energy, and business-to-business industries within the Mid-West and Mid-Atlantic regions of the United States. 3 Rivers Capital typically invests in companies with revenues up to $50 million and an EBITDA range of $4 million to $10 million, aiming to enhance value and achieve a target EBITDA of $10 million. The firm prefers to acquire a majority stake and seeks to invest in companies with strong growth potential and EBITDA margins of 15 percent or greater.
AGS Automotive Solutions
Venture Round in 2016
AGS Automotive Solutions specializes in the manufacturing of automotive components and fluids tailored for the aftermarket sector. The company's product range includes specialty lubricants, brake systems, fuel lines, and fluid transfer lines, ensuring that customers receive high-quality products at competitive prices. AGS also produces galvanized steel coils, flaring tools, aerosols, oil drain plugs, and battery lubricants. Additionally, the company is involved in creating innovative braking solutions for the original equipment manufacturer (OEM) trailer industry. With a strong emphasis on quality control and a commitment to enhancing the automotive service and repair landscape, AGS Automotive Solutions aims to provide fresh insights and reliable products to its customers.
Carecloud
Series C in 2016
CareCloud Corporation is a healthcare information technology company based in Miami, Florida, founded in 2009. It specializes in cloud-based solutions, offering a comprehensive suite of services that includes practice management, electronic health records, revenue cycle management, and patient engagement tools. CareCloud caters to various medical specialties such as dermatology, family practice, ophthalmology, podiatry, rheumatology, and urology. By leveraging its innovative software-as-a-service platforms, the company aims to enhance profitability, streamline workflows, and improve patient care for medical groups across the United States. CareCloud's data-driven tools provide actionable insights, facilitating effective management of the financial and administrative aspects of healthcare delivery. The company currently manages over $4 billion in annualized accounts receivable on its integrated clinical and financial platform. As of early 2020, CareCloud operates as a subsidiary of MTBC, Inc.
American Track Services
Venture Round in 2016
American Track Services LLC, established in 2016, specializes in rail inspection, maintenance, repair, design, and construction services for various private installations, including industrial, municipal, and logistics sites. With a heritage in the railroad industry spanning 160 years, the company offers a comprehensive range of services, such as signal installation and maintenance, grade work, road crossing, and commercial asphalt maintenance. Utilizing advanced technologies like computer-aided drafting and GPS survey capabilities, American Track ensures precision and enhanced productivity in its projects. The company is committed to addressing client needs while maintaining safety, compliance, and the operability of railway assets.
Doxim
Debt Financing in 2016
Doxim is a leader in customer communications management (CCM) and engagement technology, primarily serving financial and regulated markets. The company provides an integrated platform that enables clients to enhance customer communication, improve operational efficiency, and address digitization challenges. Its suite of software solutions encompasses client onboarding, statement composition, archiving, and content management, facilitating personalized interactions that drive customer loyalty and increase revenue. By offering omnichannel delivery solutions, Doxim helps organizations effectively engage with their customers throughout the entire lifecycle, ultimately transforming and modernizing the way they communicate.
Zeta Global Holdings
Debt Financing in 2016
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.
Vertical Communications
Post in 2016
Vertical Communications is a provider of communication solutions tailored for small to medium-sized businesses and enterprise customers across the United States. The company specializes in upgrading or replacing legacy phone systems with advanced voice-over-internet protocol (VOIP) networks and customized voice applications. Vertical Communications offers a comprehensive portfolio of unified communications technologies, collaboration tools, and mobility solutions that enhance business operations and processes. By utilizing a national network of direct offices and channel partners, the company delivers secure cloud services and innovative communication platforms, enabling clients to connect their workforce and customers effectively, no matter their location.
Vertical Communications
Debt Financing in 2016
Vertical Communications is a provider of communication solutions tailored for small to medium-sized businesses and enterprise customers across the United States. The company specializes in upgrading or replacing legacy phone systems with advanced voice-over-internet protocol (VOIP) networks and customized voice applications. Vertical Communications offers a comprehensive portfolio of unified communications technologies, collaboration tools, and mobility solutions that enhance business operations and processes. By utilizing a national network of direct offices and channel partners, the company delivers secure cloud services and innovative communication platforms, enabling clients to connect their workforce and customers effectively, no matter their location.
Transactis
Series E in 2016
Transactis, Inc. is a New York-based company specializing in Software-as-a-Service solutions for electronic bill presentment and payment. Established in 2001, Transactis enables businesses to transition from traditional paper-based billing to efficient digital alternatives. Its primary offerings include BillerIQ, a cloud platform for delivering electronic bills and accepting online, phone, and mobile payments, and DocumentIQ, a digital document management system for transforming and archiving documents. The company serves a diverse array of industries, including financial services, healthcare, utilities, and retail, among others. Operating solely through a network of resellers, which include financial institutions and technology companies, Transactis provides white-label SaaS solutions along with substantial sales, marketing, and technical support to empower its partners. The company adheres to rigorous regulatory standards, ensuring compliance with regulations such as HIPAA and PCI Level 1.
Digital Asset
Venture Round in 2016
Digital Asset is a New York-based company that specializes in distributed ledger technology aimed at enhancing financial processes. Founded in 2014 by Don Wilson, Eric Saraniecki, Sunil Hirani, and Yuval Rooz, the company provides a platform known as Daml, which allows organizations to create multi-party solutions that integrate previously isolated systems into cohesive networks. This technology eliminates latency and reduces errors by ensuring consistent data across various stakeholders. Digital Asset primarily serves sectors such as financial services, healthcare, and insurance, and has collaborated with five of the top ten stock exchanges. The company is supported by a range of strategic investors, including prominent firms like Salesforce, Samsung, and J.P. Morgan, positioning it as a leader in the development of tools for secure and efficient asset tracking and settlement.
Aptyx
Debt Financing in 2015
Aptyx is a manufacturer specializing in custom plastic injection molding components tailored for the medical, aerospace, and energy sectors. The company has established a strong reputation in plastics processing, offering a range of services that include plastic dip molding, rubber dip coating, and clean room assembly of custom plastic parts. By focusing on its diverse capabilities in custom plastic molding, Aptyx enables clients to fulfill their specific needs efficiently, reducing the necessity for outsourcing. The company's commitment to quality and precision positions it as a reliable partner in the manufacturing of specialized plastic components.
C-P Flexible Packaging
Debt Financing in 2015
C-P Flexible Packaging is a leading manufacturer of flexible packaging products in the United States, primarily serving stable food and consumer markets. The company specializes in a range of offerings, including multi-ply laminations, printed roll stock, stand-up pouches, labels, and shrink sleeves. C-P Flexible Packaging caters to blue-chip clients by providing custom packaging solutions tailored to their needs, with a strong emphasis on sectors such as snacks, baked goods, confections, and household chemicals. Through its diverse product line, the company supports businesses in enhancing their packaging capabilities.
C-P Flexible Packaging
Private Equity Round in 2015
C-P Flexible Packaging is a leading manufacturer of flexible packaging products in the United States, primarily serving stable food and consumer markets. The company specializes in a range of offerings, including multi-ply laminations, printed roll stock, stand-up pouches, labels, and shrink sleeves. C-P Flexible Packaging caters to blue-chip clients by providing custom packaging solutions tailored to their needs, with a strong emphasis on sectors such as snacks, baked goods, confections, and household chemicals. Through its diverse product line, the company supports businesses in enhancing their packaging capabilities.
Appleton Coated
Debt Financing in 2015
Appleton Coated is a manufacturer and distributor of coated, uncoated, specialty, and technical papers, marketed under the Utopia®, Curious Collection®, and Altima® brand names. The company’s products cater to high-end commercial printing, textbook publishing, label papers, transactional printing, and various specialty applications. Established in the North American coated freesheet market in 1996, Appleton Coated has become the fourth-largest producer in this sector, focusing on premium offerings, superior service, and flexibility. The company is recognized for its innovations in environmental papers and coated papers specifically designed for high-speed inkjet web printing technology. It collaborates closely with customers and partners for product development and has expanded into several uncoated, specialty, and technical product segments. By selling through a network of respected paper distributors, Appleton Coated serves a diverse clientele, including corporations, publishers, printers, converters, and graphic designers across North America.
Acme
Debt Financing in 2015
Acme is a wholesale rental company that provides earth-moving equipment including excavators, wheel loaders, crawler carriers, and compactors. Acme Lift's products include GPS units for real-time tracking by the Acme team, ensuring accurate equipment availability, usage, and billing. It also handles rentals, transportation, and invoicing, giving customers a single point of contact and seamless communication.
Evercast
Private Equity Round in 2015
Evercast is a real-time collaboration platform tailored for creatives, integrating video conferencing, HD live-streaming, and comprehensive audio capabilities into a single web-based solution. This platform allows users to securely stream creative workflows with ultra-low latency and high-quality output, regardless of their geographical location. Designed to facilitate creative collaboration, Evercast replicates the productivity of in-person teamwork. It has received recognition for its innovation, including a 2020 Engineering Emmy award, and is utilized by prominent Hollywood studios such as Netflix, Warner Bros, HBO, and Sony Pictures, as well as leading creative agencies like BBDO and Hogarth International. Every day, thousands of creative professionals rely on Evercast to collaborate effectively with their teams, enhancing their remote working experience.
Sauce Pizza & Wine
Private Equity Round in 2014
Sauce Pizza & Wine is a restaurant chain based in Scottsdale, Arizona, specializing in Italian cuisine. The establishment serves a diverse menu that includes hand-stretched pizzas, gourmet pastas, fresh salads, and panini, catering to families, young singles, and business professionals. In addition to its food offerings, Sauce Pizza & Wine provides a selection of red and white wines and beers, creating a relaxed dining atmosphere for lunch and dinner. The restaurant aims to deliver a quality experience at an affordable price.
3D Systems
Post in 2014
3D Systems is a leading provider of 3D printing solutions, offering a comprehensive range of products and services from 3D printers and materials to software and on-demand manufacturing. The company caters to both professional and consumer markets, enabling users to transform their ideas into reality with a wide variety of materials, including plastics, metals, ceramics, and even edibles. 3D Systems' offerings extend to the healthcare sector, providing end-to-end solutions for personalized surgery and patient-specific medical and dental devices. Its products and services aim to replace and complement traditional methods, accelerating design, prototyping, and manufacturing processes. The company operates globally, with a significant presence in the Americas.
Yashi
Debt Financing in 2014
Yashi, Inc. is a digital advertising company that specializes in providing optimization tools for video marketing. Founded in 2007 and based in Toms River, New Jersey, Yashi operates a location-focused online video demand-side platform that facilitates real-time buying and targeting of mobile and web video advertising. The company analyzes billions of video ads each month across a wide range of websites. In addition to its core video advertising services, which include pre-roll, in-page, and in-game advertisements, Yashi also offers traditional and custom advertising options such as sponsorships, contests, and advergames. Originally founded as GamersMedia, Inc., the company rebranded to Yashi, Inc. in February 2012 and operates as a subsidiary of Nexstar Broadcasting Group.
Enservco
Post in 2014
Enservco Corporation is a provider of well-site services to the domestic onshore oil and gas industry, operating through its subsidiaries Heat Waves Hot Oil Service and Dillco Fluid Services. The company specializes in a range of services including hot oiling, frac heating, acidizing, pressure testing, and fluid management, catering to both large and small energy companies across diverse regions in the United States, including Colorado, Utah, Wyoming, Kansas, Texas, Oklahoma, and New Mexico. Enservco is also expanding its operations to the Northeastern U.S., particularly targeting the Marcellus shale in the Appalachian Basin, and is establishing a facility in North Dakota to serve the Bakken Formation. With a fleet of over 200 specialized trucks and related equipment, Enservco also offers frac tank rental and oilfield construction services, focusing on providing reliable, round-the-clock service to its clients.
Hightower Advisors
Debt Financing in 2014
Hightower Advisors is a wealth management organization headquartered in Chicago, Illinois, established in 2008. The firm specializes in providing a range of financial services, including investment management, financial planning, retirement planning, and 401(k) consultation. Hightower serves a diverse clientele, including individuals, high net worth individuals, family offices, charities, and various institutional entities such as endowments, foundations, and corporations. The firm is registered as an investment adviser and combines objective wealth management advice with innovative technology to enhance its service offerings. Hightower's executive management team oversees the assets under management, ensuring a tailored approach to meet the specific needs of each client.
Identity Group
Private Equity Round in 2014
Identity Group is a manufacturer of branding and advertising products designed to enhance brand visibility. The company specializes in creating a range of items, including interior and architectural signage, ink stamps, marking tools, business stationery, specialty inks, dynamic digital signage, and office products. These offerings help clients effectively identify their brands, spaces, and individuals, allowing for customized solutions such as multi-color logos and tailored store signage to meet specific requirements.
Mountainside Fitness
Private Equity Round in 2014
Mountainside Fitness is the largest locally owned health club chain in Arizona, operating ten fitness centers with plans for further expansion. Based in Phoenix, the company provides a comprehensive range of amenities to support members in achieving their fitness goals. Each center features state-of-the-art gym equipment, interactive childcare programming, and access to 80 group fitness classes per week at no additional cost. Additional offerings include personal training, specialized studios for cycling, mind and body practices, and various wellness services, such as a café and tanning facilities. Each piece of cardio equipment is equipped with personal TVs and iPod docking stations, enhancing the workout experience. Mountainside Fitness aims to create a welcoming environment that many members consider a second home.
Engineered Performance Technologies
Private Equity Round in 2014
Engineered Performance Technologies is an automotive aftermarket company based in Sycamore, Illinois, founded in 2007. The company specializes in designing and manufacturing performance-enhancing tuning products and instrumentation for automotive enthusiasts, particularly racers and vehicle builders. Its product range includes gauges, tachometers, senders, harnesses, recording modules, configurable displays, and warning lights. Engineered Performance Technologies also invests in and develops software-based solutions that encompass tuning, electrical system diagnostics, battery maintenance, and data analysis. By leveraging its intellectual property and engineering technologies, the company aims to meet the specific needs of clients regarding speed, power, accuracy, and visibility in automotive applications.
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