TD Bank

TD Bank is a commercial and consumer banking institution headquartered in Toronto, Canada, with a significant presence in the United States. It offers a comprehensive range of financial products and services divided into three primary business lines: Canadian Retail, U.S. Retail, and Wholesale Banking. The Canadian Retail segment includes TD Canada Trust, Business Banking, and various financial services such as auto finance, wealth management, and insurance. In the U.S., TD Bank provides personal and small business banking solutions, including mortgage and home equity loans, merchant services, and lines of credit. The Wholesale Banking division, known as TD Securities, caters to corporate and institutional clients. With over 85,000 employees and numerous locations across North America, TD Bank serves more than 12 million active online and mobile customers, making it a leading player in the financial services sector.

Christopher Koenig

Managing Director, Asset Based Lending

46 past transactions

Luma Financial Technologies

Series C in 2025
Luma Financial Technologies is an independent financial technology company based in Cincinnati, Ohio, founded in 2018. It specializes in providing a multi-issue platform that supports banks, brokers, and dealers with an order entry system for structured products and annuities. Luma's platform enhances the capabilities of financial advisors by offering tools for learning, buying, creating, and tracking these investment products. It features automated tracking and performance reporting, management of custom structures, and various selling resources. Additionally, Luma emphasizes education and training, helping advisors improve their sales and marketing efforts to deliver optimal purchasing options to their clients. The company also offers post-sales support to ensure advisors and clients maximize their investment strategies throughout the product lifecycle.

Doman Building Materials Group

Post in 2025
Doman Building Materials Group is a prominent Canadian wholesale distributor specializing in building materials, home renovation products, and hardware. The company serves various sectors, including new home construction, home renovation, and the industrial market, supplying a diverse range of products to retailers, lumberyards, and home improvement centers. Doman's extensive product line includes structural, exterior, interior, and specialty items designed to meet the needs of builders and homeowners engaged in new construction, repair, and remodeling projects. Additionally, the company is involved in timber ownership and manages private timberlands and forest licenses, offering services such as agricultural post-peeling and wood pressure treating. Doman Building Materials Group operates primarily in Canada and the United States, emphasizing quality and value across all its offerings.

Getty Realty

Post in 2025
Getty Realty is a real estate investment trust (REIT) focused on the ownership, leasing, and financing of properties primarily associated with convenience stores and gasoline stations. The company's diverse portfolio includes convenience stores, car washes, automotive service centers, automotive parts retailers, and other freestanding retail properties, such as drive-thru quick service restaurants. Getty Realty primarily generates its revenue through rental income from these properties, positioning itself as a key player in the retail real estate sector, particularly within the automotive and convenience retail markets.

Essential Turbines

Debt Financing in 2024
Essential Turbines specializes in the maintenance, repair, and overhaul of aerospace jet engines, with a particular focus on the Rolls-Royce 250 Series Gas Turbine Engines, which are primarily used in helicopter applications. The company provides a range of services designed to support the aviation sector, including aircraft on the ground (AOG) services, expedited and field service, engine conversions, upgrades, and rental or exchange of engine assets. By offering these services, Essential Turbines aims to help clients minimize downtime and reduce inventory, spare-part, and operating costs, thereby maximizing their operational efficiency.

Charlotte Family Housing

Grant in 2024
Charlotte Family Housing is a non-profit organization that provides shelter, affordable housing, and support services for homeless families.

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.

Doman Building Materials Group

Post in 2024
Doman Building Materials Group is a prominent Canadian wholesale distributor specializing in building materials, home renovation products, and hardware. The company serves various sectors, including new home construction, home renovation, and the industrial market, supplying a diverse range of products to retailers, lumberyards, and home improvement centers. Doman's extensive product line includes structural, exterior, interior, and specialty items designed to meet the needs of builders and homeowners engaged in new construction, repair, and remodeling projects. Additionally, the company is involved in timber ownership and manages private timberlands and forest licenses, offering services such as agricultural post-peeling and wood pressure treating. Doman Building Materials Group operates primarily in Canada and the United States, emphasizing quality and value across all its offerings.

The Community Builders

Grant in 2024
The Community Builders is a non-profit organization that owns and manages high-quality apartments. The Community Builders' investments in housing, commercial, and community programs help make neighborhoods work for people of all income levels. The Community Builders creates housing for families and seniors, as well as invests in local businesses and public amenities that help to strengthen neighborhoods. They bring diverse experience and comprehensive expertise to each community where they work in collaboration with partners.

NALCAB

Grant in 2024
NALCAB is a non-profit organization that works to foster racial and economic equity with research, advocacy, and technical advice.

Clarifi

Grant in 2024
Clarifi specializes in consumer credit counseling service.

Atwell

Debt Financing in 2024
Atwell is a New York-based company established in 2016 that specializes in consulting, engineering, and construction services. It offers a diverse array of strategic and creative solutions tailored to clients across various sectors, including real estate, land development, energy, and oil and gas. The company focuses on delivering comprehensive services that empower clients to achieve their objectives in industries such as industrial manufacturing and mining. By integrating expertise in engineering and construction with a strong understanding of client needs, Atwell aims to provide effective solutions that enhance project outcomes and operational efficiencies.

Tahltan HEO Program

Grant in 2024
The Tahltan HEO Program is a comprehensve training program that covers driver's license assistance, HEO mentor training, and HEO growth. This innovative program connects Tahltans to industry shortages by combining training in Tahltan Territory with on-the-job practical work experience.

The Liberty Company

Debt Financing in 2023
The Liberty Company is a finacial service company that provides risk management and insurance services.

Babs Siperstein PROUD Center

Grant in 2023
Babs Siperstein PROUD Center is a health service centre.

National Foundation for Credit Counseling

Grant in 2023
National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.

Taiga Building Products

Post in 2022
Taiga Building Products Ltd. is a Canadian-based wholesale distributor of building materials, specializing in a diverse range of products for the construction industry. Established in 1973 and headquartered in Burnaby, Canada, the company offers composite decking, engineered wood products, laminate and vinyl flooring, insulation, dimension lumber, moldings, and various types of panels, including plywood and oriented strand boards. Additionally, Taiga provides roofing materials such as shingles and weatherproofing products, as well as siding, trim products, and pressure-treated wood. The company operates 15 distribution centers across Canada and 2 in Northern California, supported by reload stations in Eastern USA, ensuring that a tailored inventory is consistently available to meet market demands. Taiga serves 'big-box' retailers, building supply yards, and industrial manufacturers, with the majority of its revenue generated from Canadian operations, followed by sales in the United States.

Fintech Cadence

Grant in 2022
Fintech Cadence, founded in 2017 and based in Montreal, Canada, is an accelerator dedicated to supporting early-stage entrepreneurs in the fintech sector. The organization focuses on developing financial products from the ground up by offering a range of events and programs tailored for the fintech community. It fosters collaboration among diverse stakeholders, including talent, entrepreneurs, universities, academics, venture capitalists, incubators, accelerators, and financial institutions. Through mentorship, office space, and acceleration support, Fintech Cadence aims to empower Canadian startups in their growth and innovation within the financial technology landscape.

Autobooks

Series C in 2022
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Visao

Grant in 2022
Visao is a prominent Quebec-based company that specializes in delivering advanced sales and marketing solutions for manufacturers. Its innovative platform transforms computer-aided design (CAD) files into interactive three-dimensional and augmented reality models, significantly enhancing the way manufacturers present their products. By enabling manufacturers to showcase their offerings through immersive experiences, Visao allows customers to interact with products in a highly personalized manner, facilitating a deeper understanding of their dimensions and configurations. This technology accelerates the sales process by providing an engaging alternative to traditional images and videos. Committed to exceptional client satisfaction, Visao offers outstanding customer service and support, empowering manufacturers with the necessary tools to thrive in a competitive market. Through its cutting-edge solutions, Visao is poised to revolutionize the manufacturing industry's approach to product marketing.

Alongside

Venture Round in 2022
Alongside Inc. is a Canadian software company that offers a web-based hiring platform designed to streamline the recruitment process for employers. Founded in 2012 and based in Moncton, Canada, the company enables organizations to create job advertisements and distribute them across various job boards with a single click, enhancing visibility and efficiency. Alongside's platform facilitates the management of the hiring pipeline, allowing teams to communicate with candidates through bulk messaging templates, review applications collaboratively, and coordinate hiring efforts effectively. Additionally, the company provides custom solutions tailored to the specific needs of its clients, thereby improving employer branding and reducing hiring costs. Alongside Inc. was formerly known as Qimple Inc. before rebranding in September 2016.

Tech Spark AI

Seed Round in 2022
Spark Plug is a large language model trained with ethical data and youth culture, that transforms classic literature into culturally relevant language for Gen Z students.

Trillium Health Partners

Grant in 2021
Trillium Health Partners is a hospital that values fiscal responsibility as well as high-quality patient care. Trillium Health Partners provides comprehensive acute care hospital services and community-based, specialized programs. The mission of Trillium Health Partners is to provide high-quality care that is easily accessible to communities at the lowest possible cost.

Everstream Solutions

Debt Financing in 2021
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.

Autobooks

Series B in 2021
Autobooks, Inc. is a provider of integrated payment and accounting software tailored for small businesses. Founded in 2015 and based in Detroit, Michigan, the company offers an intelligent, cloud-based platform that seamlessly integrates with bank accounts, facilitating cash flow management, account reconciliation, and business growth. Through its services, Autobooks enables financial institutions to deliver essential back-office functions and an e-commerce platform directly within their digital banking channels. Its product suite includes features for invoicing, bill pay, merchant services, treasury products, and automated accounting, all designed to simplify financial management for small businesses. The company, originally known as Automated Booking, Inc., rebranded to Autobooks, Inc. in March 2018.

Ethnocare

Non Equity Assistance in 2021
Ethnocare is a company focused on designing and developing innovative orthopaedic devices aimed at enhancing the mobility and comfort of amputees. Their flagship product, the Overlay, employs an integrated pump system that allows for easy and effective adjustment of the prosthetic fit, eliminating the need for traditional prosthetic socks. This device features a flexible sports fabric sleeve and a unique adjustment mechanism consisting of pneumatic cells, which accommodate changes in the volume of the residual limb. By providing a more comfortable and adaptable solution for various limb morphologies, Ethnocare significantly improves the user experience for individuals relying on prosthetics.

Everstream Solutions

Debt Financing in 2020
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.

Roostify

Venture Round in 2020
Roostify, Inc. is a technology company that specializes in a digital mortgage platform designed to streamline the home lending process. Founded in 2012 and headquartered in San Francisco, California, Roostify offers a web and mobile-based platform that connects borrowers with lenders, enhancing the efficiency of the loan application and closing experience. The platform simplifies the entire application process by digitizing workflows and allowing all parties involved to share and track information, documents, and transactions seamlessly. Roostify serves a diverse clientele, including enterprise banks, independent brokers, and various lending institutions. The company, initially known as Blue Igloo, Inc., rebranded to Roostify in July 2015 to better reflect its focus on transforming the mortgage landscape.

Cold Spring Harbor Laboratory

Grant in 2019
Cold Spring Harbor Laboratory (CSHL) has been a global leader in research and education. The international scientific community at CSHL provides a unique and stimulating atmosphere for doctoral research—an environment where students, postdoctoral fellows, and faculty work side-by-side.

Multiple Sclerosis Society of Canada

Grant in 2019
The MS Society provides services to people with multiple sclerosis and their families and funds research to find the cause and cure for this disease. They have a membership of 17,000 and are the only national voluntary organization in Canada that supports both MS research and services. Since their founding in 1948, the core support of the MS Society has been from tens of thousands of dedicated individuals, companies and foundations in communities across Canada. The Society receives almost no funding from government. The MS Society is governed by a board of directors comprised of 14 volunteer members who are elected annually. There are seven regional divisions and more than 90 chapters that engage in many community-based activities. Some 1,500 volunteers serve on MS Society national, division and chapter boards and committees. An estimated 13,500 women and men are volunteers for service programs, fundraising events, public awareness campaigns and social action activities. The head office of the MS Society is located in Toronto, Ontario. Division offices are located in Dartmouth, Montreal, Toronto, Winnipeg, Regina, Edmonton, and Vancouver.

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.

Flybits

Series C in 2019
Flybits Inc. is a Toronto-based company that specializes in a context-aware experience development platform tailored for the financial services sector. The platform enables banks to create personalized digital interactions by delivering relevant content, products, and offers to customers based on their specific needs during critical moments. By leveraging the vast amounts of available data and incorporating advanced sensing capabilities, Flybits allows financial institutions to enhance customer engagement while maintaining privacy. It empowers these institutions to design, launch, and evaluate data-driven consumer experiences, thereby fostering stronger relationships between individuals and their banks. The company is recognized for its innovative approach to contextual experiences, making it a leader in customer experience solutions for financial services.

Peabody Properties

Debt Financing in 2018
Peabody Properties services are accounting & finance, compliance & quality assurance, facilities, property management, marketing & leasing, sales & brokerage.

Public Health Management Corporation

Grant in 2018
Public Health Management Corporation (PHMC) is a nonprofit public health institute that builds healthier communities through partnerships with government, foundations, businesses and community-based organizations. It fulfills its mission to improve the health of the community by providing outreach, health promotion, education, research, planning, technical assistance, and direct services.

Fresche Solutions

Debt Financing in 2018
Fresche Solutions Inc. is a legacy management company specializing in the modernization and management of business-critical applications. Founded in 1976 and headquartered in Montreal, Canada, with additional offices worldwide, the company provides a comprehensive suite of services that includes application re-hosting, rewriting, and re-architecting. Its offerings include the X-Analysis software suite for managing the IBM i lifecycle, iModernize for transforming AS/400 RPG and COBOL applications to modern architectures, and tools for business intelligence and development. Additionally, Fresche Solutions provides management and modernization solutions encompassing planning, analysis, onsite development, project management, and ongoing application support. The company serves a diverse clientele both in Canada and internationally, helping organizations enhance the longevity and functionality of their applications and databases.

Moven

Series C in 2018
Moven is a fintech company based in New York, founded in 2011. It specializes in providing mobile banking and personal finance services, with a focus on financial wellness. Moven's platform offers real-time spending insights through its app, debit card, and contactless payment sticker, helping customers make informed decisions and save more money. The company partners with banks and non-bank entities to enhance customer acquisition, engagement, retention, and growth by leveraging these digital tools.

Western University

Grant in 2017
Western University, founded in 1878, is a prominent research-intensive institution located in Canada. It offers a diverse range of undergraduate and graduate programs that challenge and engage students academically. The university fosters a vibrant learning community, emphasizing personal growth, leadership development, and active student involvement through various co-curricular and extracurricular opportunities. As a non-profit organization, Western is committed to providing a comprehensive educational experience that prepares students for future success.

Immucell

Post in 2017
ImmuCell is a healthcare company focused on developing, manufacturing, and selling innovative products designed to enhance the health and productivity of cattle in the dairy and beef industries. The company operates in two main segments: the Scours segment, which includes First Defense, a leading product for preventing scours in newborn calves, and the Mastitis segment, which is centered on Re-Tain, a treatment for subclinical mastitis in lactating dairy cows. Both products are regulated by U.S. government agencies, ensuring their safety and efficacy. ImmuCell's commitment to innovation is supported by a dedicated team of employees who contribute to the development and commercialization of these essential products.

Conifer Realty

Debt Financing in 2017
Conifer Realty LLC is a full-service real estate company based in Rochester, New York, specializing in the development, construction, ownership, and management of high-quality, affordable housing communities. Founded in 1975, Conifer operates primarily in New York, New Jersey, Pennsylvania, Maryland, and Ohio. The company has developed or acquired over 250 properties comprising more than 19,000 units, with a current portfolio of over 13,500 apartment units. Conifer offers comprehensive services including development, construction, management, marketing, legal, finance, accounting, tax credit compliance, and ownership services, ensuring residents have access to long-term housing solutions tailored to their needs and affordability.

Albert Fried & Company

Acquisition in 2017
Albert Fried & Company is a specialist firm on the New York Stock Exchange, recognized for its comprehensive brokerage and trading services. The company provides a range of offerings, including prime brokerage, clearing, execution, and trading services. Additionally, it delivers technology solutions, commission management, and research services to meet the diverse needs of its clients. With a focus on facilitating efficient trading and investment strategies, Albert Fried & Company has established a reputation for reliability and expertise within the financial services sector.

SecureKey

Venture Round in 2016
SecureKey Technologies Inc., established in 2008 with headquarters in Toronto, Canada, specializes in providing secure identity and authentication solutions for online services. The company operates by building cloud-based identity networks, facilitating frictionless digital identities, and offering professional services. SecureKey serves diverse markets such as banking, government, healthcare, and enterprise sectors, ensuring consumers have secure access to critical online platforms while maintaining privacy. It maintains strategic collaborations with notable partners like Digital Bazaar and is backed by prominent investors including Visa, MasterCard, Discover, Rogers Venture Partners, and Intel Capital. With additional offices in Boston and San Francisco, SecureKey's services enable organizations to build or subscribe to identity networks that prioritize both security and privacy for consumers.

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.

Markley Group

Debt Financing in 2015
Markley Group is New England's largest and longest-operating multi-tenant, mission-critical telecommunications and data center facility. Its flagship location at One Summer Street in Boston spans 920,000 square feet of highly-secured space, accommodating a diverse clientele that includes major telecommunications companies, financial institutions, healthcare organizations, and technology firms. The facility is carrier-neutral, providing access to over 80 independent network providers and multiple utility feeds, which ensure reliable power and service. Markley Group also operates a 352,000 square foot data center in Lowell, Massachusetts. Both facilities are equipped with advanced infrastructure, including eight fiber optic entry points and continuous on-site support from engineers and technicians. Additionally, the company offers a multi-site elastic cloud service, allowing clients to scale resources efficiently, and collaborates with EMC to provide Elastic Cloud Storage for object storage. Markley Group's commitment to reliability is demonstrated by its record of uninterrupted power throughout its operational history.

Cedar Realty Trust

Post in 2015
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.

Cedar Realty Trust

Post in 2014
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.

Seven Generations Energy

Private Equity Round in 2013
Seven Generations Energy Ltd. is an independent energy company based in Calgary, Canada, engaged in the exploration and development of oil and natural gas properties. Founded in 2001, the company focuses on non-conventional resource plays, particularly in Canada. It holds interests in the Kakwa River project, encompassing approximately 528,000 net acres in northwest Alberta. Utilizing advanced techniques such as long-reach and horizontal drilling, Seven Generations produces natural gas, condensate, and natural gas liquids. The company also owns several gathering lines and processing facilities, which support its operations. A skilled technical and business team drives the company's efforts to identify and optimize high-quality resource plays.

South Financial Group

Acquisition in 2010
The South Financial Group is a bank holding company that provides banking services to small businesses, middle market companies, and retail customers in Florida, South Carolina, and North Carolina. It operates under the names Carolina First Bank and Mercantile Bank, with a focus on metropolitan markets. As of March 31, 2010, the company had approximately $12.4 billion in total assets and maintained 176 branch offices. The distribution of customer deposits revealed that about 44% were in South Carolina, 45% in Florida, and 11% in North Carolina. Additionally, South Financial Group offers an online platform called CaroLine, further extending its banking services to a wider audience.
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