SunTrust Bank

SunTrust Banks, Inc., acquired by BB&T Corporation, functions as a holding company for SunTrust Bank, which provides a diverse range of financial services across the United States. SunTrust operates through two primary segments: Consumer and Wholesale. The Consumer segment offers services such as deposits, personal and home equity loans, credit cards, and investment advisory services, along with residential mortgage products in the secondary market. The Wholesale segment delivers capital markets solutions, asset-based financing, investment banking services, and treasury and payment solutions. Clients can access these offerings through a wide network of branches, ATMs, and digital banking channels. Founded in 1891 and headquartered in Atlanta, Georgia, SunTrust emphasizes serving consumers, businesses, corporations, and not-for-profit organizations across its operational regions, including Florida, Georgia, Virginia, and other southeastern U.S. states.

Rebecca Cox

Senior Vice President, Commercial Real Estate

John M. Green

Founder

38 past transactions

New Regency Productions

Debt Financing in 2020
New Regency Productions is an entertainment company specializing in the production and distribution of motion pictures and television programs across various genres, including comedy, sci-fi, thriller, and romance. The company has a diverse portfolio of films, having produced notable titles such as "J.F.K.," "A Time to Kill," "Fight Club," "Mr. and Mrs. Smith," and "Gone Girl." In addition to film production, New Regency also engages in producing television programs and sports events, catering to a wide audience of entertainment enthusiasts. With a commitment to delivering quality content, the company has established itself as a significant player in the entertainment industry.

3DE National

Grant in 2019
3DE by Junior Achievement is dedicated to expanding economic opportunity and economic mobility by re-engineering high school education to improve student engagement, accelerate academic outcomes, and develop competencies to excel in the future of work. 3DE schools are developed and sustained through joint venture partnerships with school districts, 3DE by Junior Achievement and the broader business community. 3DE launched in Atlanta in 2015 and by 2024 aims to expand to 55 schools serving nearly 20,000 students.

YMCA of East Tennessee

Grant in 2019
YMCA of East Tennessee help make your life & their community.

Money Management International

Grant in 2019
Money Management International is a nonprofit, full-service credit counseling agency, that provides financial guidance and debt management. MMI assists people from all walks of life in repaying debt and balancing their budgets, and they can do so online. They provide a variety of financial education and counseling services to address the most common problems that consumers face today. MMI specializes in non-profit solutions to everyday financial problems.

DrFirst

Debt Financing in 2019
DrFirst provides software solutions for physicians and other healthcare providers, including HIPAA-secure messaging, e-prescribing, electronic health records, and hospital medication reconciliation. It develops e-prescribing and medical data management software designed to serve pharmacies, hospitals, and post-acute care facilities. Through its software, DrFirst offers real-time access to patient data and aims to improve communication and collaboration at the point of care and across the patient's circle of caregivers, thereby enhancing clinicians' view of patients to support better health outcomes.

Ionic Security

Series E in 2019
Ionic Security develops a unified data security platform that protects sensitive information across clouds, environments, and devices. Its platform offers access control, intellectual property monitoring, data encryption, and policy management without proxies or gateways, enabling secure data handling without disrupting user behavior.

Finxact

Private Equity Round in 2019
Finxact designs and delivers a cloud-based Core-as-a-Service platform for banks and credit unions. The platform is available in public and private cloud deployments and provides an open core with a fully open banking API, enabling institutions to own their stack and data while rapidly delivering new services to digital customers. Built to support real-time core banking operations, the solution emphasizes openness, scalability, and the ability to layer new products and channels across omni-channel experiences. The company has formed strategic alliances with Deloitte Digital and Backbase to expand implementation and integration capabilities. Founded in 2016 and headquartered in Jacksonville, Florida, Finxact aims to modernize core banking for the digital-first era.

Jam City

Venture Round in 2019
Jam City, Inc. is a prominent developer of mobile games, founded in 2009 by Chris DeWolfe and Josh Yguado. Originally known as SGN Games, the company rebranded in September 2016 and is headquartered in Culver City, California, with additional studios in Los Angeles, San Francisco, San Diego, Seattle, and Buenos Aires, as well as a subsidiary in Toronto. Jam City specializes in creating engaging mobile games that resonate with global audiences, including well-known franchises such as Cookie Jam and Panda Pop. The company collaborates with major entertainment brands to develop narrative-rich games based on popular franchises like Harry Potter and Marvel Avengers. Known for its creative excellence and technological innovation, Jam City focuses on storytelling, data science, and audience insights to enhance the gaming experience.

WaterBridge Resources

Debt Financing in 2018
WaterBridge Resources is a midstream company specializing in developing, acquiring, and operating flowback and produced water infrastructure for oil and gas producers. Its services include gathering, pipeline infrastructure, separation, and disposal solutions. Founded by Stephen Johnson and Andy Stephens, the company primarily operates in the Delaware Basin.

Fundation

Debt Financing in 2018
Founded in 2011, Fundation empowers small businesses by connecting them with financial institutions for working capital and growth financing. It offers outsourced lending programs, point-of-sale financing solutions, and digital credit lending platforms.

Terressentia

Debt Financing in 2018
Terressentia Corporation is a distillation company based in Ladson, South Carolina, specializing in the production of premium spirits such as vodka, rum, and whisky. Founded in 2007, the company serves a diverse clientele, including retailers, brand owners, resorts, hotels, restaurants, bars, casinos, and grocery stores. Terressentia is known for its patented TerrePURE technology, a natural process that effectively reduces unwanted congeners and enhances the taste and smoothness of spirits. This innovative method surpasses traditional techniques like filtration and barrel aging by removing harsh-tasting alcohols and free radicals while converting acidic compounds into smoother-tasting esters. As a result, Terressentia produces ultra-premium spirits recognized for their superior flavor and quality across various categories.

Bluevine

Debt Financing in 2017
Bluevine is a financial technology company dedicated to improving the financial landscape for small business owners through tailored banking solutions. Established in 2013, Bluevine has rapidly expanded its customer base to over 400,000 across all 50 states and has facilitated more than $13 billion in financing. The company specializes in working capital management, offering products such as business lines of credit and invoice factoring. Through these services, Bluevine provides immediate access to capital, enabling businesses to manage payroll, purchase supplies, and invest in growth. With a strong commitment to innovation, security, and customer care, Bluevine aims to empower small businesses to focus on their core operations and future expansion.

REPAY

Debt Financing in 2017
REPAY is a rapidly growing payment processing services provider in the consumer finance industry. The company offers a comprehensive suite of payment solutions, including credit and debit cards, gift cards, ACH payments, bank account verification, electronic bill payment, and instant funding. Headquartered in Atlanta, REPAY operates additional offices in Chattanooga, Chicago, and Fort Worth, with its technical team based in Phoenix. Its management team emphasizes sales, risk mitigation, and merchant support, leveraging a proprietary software platform to deliver its payments services.

Annapurna

Debt Financing in 2017
Annapurna is an entertainment company specializing in film production, financing, marketing, and distribution. It aims to create critically appealing content for diverse audiences across various platforms.

The Related Group

Debt Financing in 2017
Established in 1979, Related Group is a prominent real estate development company based in Miami, Florida. It specializes in the development of sophisticated metropolitan living, focusing on condominiums, urban mixed-use centers, and multi-family properties. Over the years, Related Group has significantly transformed South Florida's urban landscape by building, rehabilitating, and managing more than 90,000 residential units, including luxury condominiums, market-rate rentals, and affordable housing. The company is recognized internationally for its innovative designs and commitment to enhancing the quality of life in emerging neighborhoods. Through its diverse portfolio, Related Group has established itself as one of the largest real estate conglomerates in the United States.

Pillar Financial

Acquisition in 2016
Pillar Financial LLC specializes in providing financing solutions for multifamily real estate and healthcare properties across the United States. The company offers a range of financing options, including loans for both affordable and market-rate multifamily housing. Its services encompass bridge loans, manufactured housing loans, and commercial real estate financing. Pillar Financial is dedicated to facilitating access to capital for various real estate projects, ensuring that clients can secure the necessary funding for their developments.

Credibly

Debt Financing in 2016
Credibly is a fintech platform that specializes in providing financing solutions for small and medium-sized businesses. By leveraging data science and technology, Credibly streamlines the lending process, enhancing both speed and cost-effectiveness. The platform offers a diverse range of financing products tailored to meet the needs of businesses at various stages of development and across different credit profiles. Among its offerings are working capital loans and merchant cash advances, which are particularly advantageous for borrowers with lower credit scores. As a trusted partner, Credibly aims to support the financial growth and stability of its clients through accessible and flexible funding options.

The Richman Group

Venture Round in 2015
The Richman Group is a prominent player in the residential property sector, recognized as one of the largest residential apartment owners in the United States. With a presence that spans 15 regional offices across the country, the company serves communities in 49 states, Washington D.C., Puerto Rico, the Virgin Islands, and Guam. The Richman Group engages in various activities, including property development, equity investment, mortgage financing, asset management, and property management. This diverse range of services allows the company to cater to both the luxury rental apartment market and the affordable housing sector, solidifying its reputation as a key provider of housing solutions. Over the past 25 years, The Richman Group has experienced significant growth and continues to play a vital role in the residential real estate industry.

IronPlanet

Debt Financing in 2015
IronPlanet is an online marketplace specializing in the buying and selling of used heavy equipment and durable assets. Founded in 1999 and headquartered in Pleasanton, California, the company connects buyers and sellers through its extensive platform, which features a database of over 3.3 million registered users globally. IronPlanet offers a wide range of equipment, including conventional tractors, trucks, excavators, cranes, and agricultural machinery. To ensure transparency and trust in transactions, it provides the IronClad Assurance certification for equipment condition. The company operates several brands, including GovPlanet, TruckPlanet, and Asset Appraisal Services, catering to diverse sectors such as construction, agriculture, and mining.

DrFirst

Debt Financing in 2015
DrFirst provides software solutions for physicians and other healthcare providers, including HIPAA-secure messaging, e-prescribing, electronic health records, and hospital medication reconciliation. It develops e-prescribing and medical data management software designed to serve pharmacies, hospitals, and post-acute care facilities. Through its software, DrFirst offers real-time access to patient data and aims to improve communication and collaboration at the point of care and across the patient's circle of caregivers, thereby enhancing clinicians' view of patients to support better health outcomes.

Wave

Debt Financing in 2015
Wave is a leading provider of video, internet and phone services on the West Coast, serving customers in communities in Washington, Oregon, and California. Wave, founded in 2003, is part of WaveDivision Holdings, LLC, which currently serves over 455,000 residential and business customers in Washington, Oregon, Sacramento, and the San Francisco Bay Area. WaveDivision Holdings is headquartered in Kirkland, Washington. Owned and operated by local industry leaders, WaveDivision Holdings supports its customers with decades of cable know-how. Its mission is to provide 100% of its cable systems with the latest technologies and upgrades including high-speed internet, digital cable, home phone service, international programming, DVR, HDTV, and TV On Demand services.

Prosper Marketplace

Series D in 2015
Founded in 2005, Prosper Marketplace is a leading online lending platform that connects borrowers with investors. It facilitates fixed-rate, unsecured personal loans through its transparent marketplace, benefiting both parties financially and socially.

Vology

Debt Financing in 2014
Vology, Inc. is a prominent provider of managed IT services specializing in the monitoring, management, and maintenance of various devices for customers across the United States. The company offers a comprehensive range of services, including security solutions such as proactive cybersecurity, risk assessments, and security information management, as well as cloud services encompassing migration, disaster recovery, and support for platforms like Microsoft Azure and Office 365. Vology also delivers managed services that cover network assessments, server and storage management, and telephony services. In addition to these offerings, the company provides hardware and software solutions, including backup systems, virtualization, and telecom services. Established in 2001 and headquartered in Clearwater, Florida, Vology serves diverse sectors such as healthcare, education, government, finance, and retail, and has been recognized as one of the fastest-growing private companies in the U.S. since 2006. The company operates additional offices in California and has a dedicated service desk and network operations center in Clearwater.

Vonage Holdings

Post in 2014
Vonage Holdings Corp. specializes in cloud-based communication services for businesses and consumers. It offers a range of products, including integrated voice, text, video, and data applications, API solutions for embedding communications into apps and websites, and various service plans for home telephone services. Vonage's offerings enable businesses to enhance customer interactions, create new experiences, and leverage data and AI for successful conversations. It serves a diverse range of industries, including healthcare, education, retail, and finance, and operates globally, selling its products through various channels.

Vantage Data Centers

Debt Financing in 2014
Vantage Data Centers is a global data center provider that designs, builds, and operates facilities for hyperscale, wholesale, cloud providers, and large enterprises. It offers build-to-suit data centers, powered shells, and turnkey solutions, along with move-in management, data center operations, smart hands, and facilities management services. The company emphasizes high-density, energy-efficient infrastructure and flexible environments that scale with demand, delivering reliability and sustainability. Its global footprint spans North America, Europe, the Middle East and Africa, and Asia Pacific. Headquarters are in Santa Clara, California, with an additional location in Quincy, Washington. Founded in 2010, Vantage serves clients requiring scalable, resilient data center capacity.

Momentive

Debt Financing in 2013
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in the United States that provides cloud-based software solutions for various service sectors, including brand, market, product, employee, and customer experience. The company specializes in online survey development, enabling organizations to easily create and distribute surveys to gather insights from their key constituents. With a workforce of over 750 employees, Momentive serves more than 16 million active users worldwide. Its People Powered Data platform facilitates large-scale conversations, delivering valuable customer, employee, and market insights. Momentive's offerings include customizable surveys and a range of paid services designed for data analysis, sample selection, bias elimination, and data representation. The company is committed to empowering individuals and organizations to measure and act on the opinions that drive their success. Founded in 1999, Momentive is headquartered in San Mateo, California.

MidCap Financial

Debt Financing in 2012
MidCap Financial is a specialty finance firm based in Bethesda, Maryland, established in 2008, that focuses on the middle market. The firm offers a range of senior debt solutions, including leveraged loans, real estate loans, asset-based loans, and venture debt, catering to companies across various industries. MidCap Financial partners with management teams, financial sponsors, and intermediaries to provide tailored financing solutions that support growth and working capital management. With over $3 billion in commitments under management, the firm leverages its experience and strong balance sheet to deliver effective debt solutions. Managed by Apollo Capital Management, a subsidiary of Apollo Global Management, MidCap Financial benefits from extensive market expertise and resources, making it a preferred lender for businesses at different stages of development.

FirstAgain

Acquisition in 2012
FirstAgain offers online consumer lending services. The company offers AnythingLoan, a paperless consumer and personal loan. The company provides car, refinance, home improvement, timeshare and vacation ownership, education, and fractional loans. It also provides boat and aircraft, medical and dental, and adoption and in vitro fertilization finance.

Aurora Organic Dairy

Debt Financing in 2011
Aurora Organic Dairy is an operator of organic dairy farms that specializes in the production and packaging of private-label, store-brand dairy products, particularly milk and butter. The company manages a vertically integrated supply chain, overseeing every aspect from crops to cows to cartons, which ensures quality and traceability throughout its operations. Aurora Organic Dairy operates a calf ranch and several organic dairy farms located in Colorado and Texas, alongside two processing plants situated in Platteville, Colorado, and Columbia, Missouri. With a strong commitment to organic practices, the company aims to deliver high-quality organic dairy products to some of the largest grocery chains in the market.

CSI Capital Management

Acquisition in 2011
CSI Capital Management was a multi-family office based in San Francisco, California, established in 1978. The firm specialized in providing personal finance, estate planning, and tax planning services primarily to high net-worth individuals and families. In addition to individual clients, CSI Capital Management also served investment companies, pension and profit-sharing plans, charitable organizations, and corporations. As of May 2011, it operated as a subsidiary of SunTrust Banks. However, CSI Capital Management is no longer in operation and is not actively tracked by financial data sources.

MidCap Financial

Debt Financing in 2010
MidCap Financial is a specialty finance firm based in Bethesda, Maryland, established in 2008, that focuses on the middle market. The firm offers a range of senior debt solutions, including leveraged loans, real estate loans, asset-based loans, and venture debt, catering to companies across various industries. MidCap Financial partners with management teams, financial sponsors, and intermediaries to provide tailored financing solutions that support growth and working capital management. With over $3 billion in commitments under management, the firm leverages its experience and strong balance sheet to deliver effective debt solutions. Managed by Apollo Capital Management, a subsidiary of Apollo Global Management, MidCap Financial benefits from extensive market expertise and resources, making it a preferred lender for businesses at different stages of development.

CyrusOne

Debt Financing in 2009
CyrusOne is a provider of information technology infrastructure and services, operating primarily in North America and Europe. The company specializes in data centers, offering a range of solutions including managed hosting, colocation, and managed IT services. CyrusOne also delivers IT infrastructure consulting, which encompasses network design, performance management, network security, and change control management. Its facilities include both multitenant and single-tenant data centers, allowing clients across various sectors such as financial services, healthcare, technology, and energy to customize their data center solutions. By providing tailored facilities, CyrusOne helps organizations minimize long-term capital and operating costs while meeting their evolving IT requirements.

Tricycle

Debt Financing in 2007
Founded in 2002, Tricycle is a software company based in Chattanooga, Tennessee. It specializes in providing digital tools for the carpet industry, including Tryk™, a sampling tool that combines yarn, machine, and design information to create realistic carpet images. Its primary customers are commercial interiors manufacturers, interior designers, and architects.

Lighthouse Investment Advisors

Acquisition in 2003
Lighthouse Investment Advisors provides investment advice, portfolio management, performance monitoring, and financial planning to individuals, companies, trustees, and administrators. They are a registered investment advisor, not a brokerage firm or dealer of securities, so They don't accept any commissions, referral fees or sales charges. Their fees for advisory and management services are based on assets under management, not transactions. This means that Their advice to you remains completely objective, unbiased, and free of conflicts. Their focus is exclusively on serving you and your investment needs.

TriVirix International

Series D in 2002
TriVirix International is a U.S.-based manufacturer specializing in the design and production of electro-mechanical medical devices, diagnostic instruments, and life-science equipment. Headquartered in Milaca, Minnesota, the company offers a range of products including ribo printers, point-of-care blood testing analyzers, volumetric infusion pumps, and monitors for vital signs and conscious sedation. TriVirix International focuses on delivering innovative solutions to meet the needs of healthcare providers and enhance patient care.

Asset Management Advisors

Acquisition in 2001
Asset Management Advisors is a specialized wealth management firm.

Crestar Financial

Acquisition in 1998
Crestar Financial Corporation serves as the holding company for Crestar Bank, a regional financial institution. The company offers a range of banking and non-banking financial services primarily in Virginia, Maryland, and the District of Columbia. Through its operations, Crestar Financial focuses on delivering comprehensive financial solutions tailored to meet the needs of individuals and businesses in its service areas.

Equitable Securities Corp.

Acquisition in 1997
Equitable Securities Corp. is an investment banking, securities brokerage and investment advisory firm.
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