TAB Bank

TAB Bank is a technology-focused commercial banking institution established in 1998 and headquartered in Ogden, Utah. The bank specializes in providing customized financial solutions to small businesses, families, and individuals throughout the United States. Its range of services includes business and personal savings and checking accounts, treasury management, equipment financing, accounts receivables financing, asset-based loans, lines of credit, and factoring services. TAB Bank is committed to enhancing financial accessibility and prosperity through its innovative banking solutions, offering high-yield savings accounts with competitive annual percentage yields and straightforward account management terms.

Richard Bozzelli

President, CEO and Director

Austin Strong

CEO

Barry Yelton

Senior Vice President

15 past transactions

HydroEdge Solutions

Debt Financing in 2025
HydroEdge Solutions is a prominent turnkey water solutions provider catering to the U.S. energy marketplace. The company specializes in facilitating fluid transfer, treatment, filtration, and storage, ensuring that fluids are transported from their source to their destination seamlessly and without leaks. HydroEdge Solutions offers a comprehensive fluid management program that supports municipalities, as well as the mining and oil and gas industries, in achieving effective fluid management solutions. Through its services, the company addresses the critical needs of its clients in managing water resources efficiently and reliably.

Steel Capital Management

Debt Financing in 2025
Steel Capital Management, established in 2020 and headquartered in New York City, specializes in providing non-dilutive debt financing solutions tailored to select direct-to-consumer and omnichannel retail companies. The firm offers flexible, creative financing options designed to address the unique capital needs of early to mid-stage businesses within these sectors, enabling them to focus on growth without dilution.

Corecentric Solutions

Debt Financing in 2024
Corecentric Solutions, Inc. is a provider of customized product and part lifecycle management and remanufacturing solutions for retailers and appliance manufacturers globally. Headquartered in Carol Stream, Illinois, the company specializes in reverse logistics, offering a range of services that include receiving, inspection, barcoding, sorting, storage, and inventory management. Corecentric also manages product returns in alignment with manufacturer or retailer strategies and offers remanufacturing services for electronic controls and electromechanical parts across various sectors, including major appliances and fitness equipment. Additionally, the company provides core collection and recovery management, engineering services for remanufacturing, and support for waste reclamation and inventory analysis. Founded in 1995, Corecentric Solutions aims to capture hidden value for clients while enhancing customer satisfaction and brand strength through its comprehensive service offerings.

Mobility Trust

Debt Financing in 2024
Mobility Trust Group operates in the financial services sector, focusing on helping individuals with physical disabilities. The company is committed to fulfilling unmet credit needs and providing financial freedom. It uses speculative trading strategies, which are subject to significant risk of capital. In addition to its financial services, Mobility Trust Group also provides powered wheelchairs and scooters for UK residents who have mobility issues. The company's services extend to offering support and assistance in applying for help.

The Fiesta Tableware Company

Debt Financing in 2024
The Fiesta Tableware Company specializes in the manufacture of dinnerware and accessories, catering primarily to the hospitality industry as well as retail consumers and home chefs. The company provides a diverse range of professional-grade products, including bowls, plates, serveware, cutlery, glassware, and barware. In addition to these offerings, Fiesta Tableware also produces baking and cooking accessories, flatware, and insulated tumblers, ensuring a comprehensive selection for various culinary needs. The company's commitment to quality is evident in its lead-free commercial dinnerware, which is designed to meet the demands of commercial and institutional establishments.

Dirty Dough

Debt Financing in 2024
Dirty Dough is a cookie producer that specializes in unique, layer-oriented cookie creations, engineered for maximum flavor and enjoyment. The company offers a range of cookies made from crafted recipes that incorporate thicker and softer textures, along with a variety of mix-ins and fillings. By focusing on authentic ingredients and innovative designs, Dirty Dough aims to provide consumers with a pleasurable snacking experience. Its cookies can be baked or cooked, and the company also offers direct shipping to customers, ensuring that its products reach their destination fresh and ready to be enjoyed.

EnableUtah

Grant in 2023
EnableUtah is a nonprofit organization that provides training, jobs, and employment solutions for disabled people.

YCC Family Crisis Center

Grant in 2023
YCC Family Crisis Center is an organization that supports individuals and families impacted by domestic violence.

Habitat for Humanity of Weber and Davis Counties

Grant in 2023
Habitat for Humanity of Weber and Davis Counties is a non-profit organization dedicated to creating safe and affordable houses for people and families in need, they build new houses and repair existing ones with the help of volunteers, donors, and members of the community.

Utah Center for Neighborhood Stabilization

Grant in 2023
Utah Center for Neighborhood Stabilization offers funding, advice, and capital sourcing to small enterprises and affordable housing developers that do not qualify for standard bank financing or whose idea does not fit the traditional banking mold.

EnableUtah

Grant in 2023
EnableUtah is a nonprofit organization that provides training, jobs, and employment solutions for disabled people.

United Way of Northern Utah

Grant in 2023
United Way of Northern Utah brings people and organizations together to create a healthy, stable, and educated community in which individuals, families, and neighborhoods may thrive. ​

Utah Association of Family Support Centers

Grant in 2023
Utah Association of Family Support Centers is to support parents, safeguard children, and preserve families one community at a time. ​

Hammond's Candies

Debt Financing in 2021
Hammond's Candies is a historic candy manufacturer based in Denver, with a legacy spanning 90 years. The company specializes in a diverse array of confectioneries, including lollipops, candy canes, caramel corn, chocolate bars, and wrapped hard candies. Hammond's Candies sells its products through both online channels and traditional retail outlets, catering to a wide audience of candy enthusiasts. The brand is known for its nostalgic appeal and commitment to quality, making it a beloved name in the confectionery industry.
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