TD Bank

TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services. Headquartered in Toronto, Canada, with more than 85,000 employees in offices around the world, The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group (TD). D had CDN$1.3 trillion in assets on January 31, 2019. TD also ranks among the world’s leading online financial services firms, with more than 12 million active online and mobile customers. The Toronto-Dominion Bank trades on the Toronto and New York stock exchanges under the symbol "TD". The Toronto-Dominion Bank is a chartered bank subject to the provisions of the Bank Act (Canada). It was formed on February 1, 1955 through the amalgamation of The Bank of Toronto, chartered in 1855, and The Dominion Bank, chartered in 1869.

28 past transactions

Fintech Cadence

Grant in 2022
Fintech Cadence offers a variety of events and programs for the fintech community. They have a mission to support early-stage entrepreneurs and develop financial products from the ground up. To collaborate and create, it has gathered talent, entrepreneurs, universities, academics, VCs, incubators, accelerators, and financial institutions.

Autobooks

Series C in 2022
Autobooks is a provider of small business banking solutions that make it simple to get paid online, manage cash flow, and automate accounting. Through Autobooks, financial institutions can provide essential back-office services, providing a small business e-commerce platform directly embedded within their existing digital banking channels.

Alongside

Venture Round in 2022
Alongside improves the way job seekers and employers discover each other. Companies can create a job ad, distribute it to multiple boards for maximum exposure with just one click, review and collaborate with others and make the best hire – all in one place.

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 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

Debt Financing in 2021
Everstream is a Cleveland-based network service provider bringing fiber-based Ethernet, Internet, and data center solutions to businesses throughout Northeast Ohio. They focus on delivering best-in-class network solutions while providing an unrivaled commitment to customer service. With over 2,500 miles of fiber across 24 counties and comprehensive data center connectivity at 10 Gigabit speed, they provide the fastest, most reliable network in the region. Their 24/7 network operations center is staffed and operated by certified technical staff based in downtown Cleveland. Everstream was founded in 2014 and is based in Cleveland, Ohio.

Autobooks

Series B in 2021
Autobooks is a provider of small business banking solutions that make it simple to get paid online, manage cash flow, and automate accounting. Through Autobooks, financial institutions can provide essential back-office services, providing a small business e-commerce platform directly embedded within their existing digital banking channels.

Everstream

Debt Financing in 2020
Everstream is a Cleveland-based network service provider bringing fiber-based Ethernet, Internet, and data center solutions to businesses throughout Northeast Ohio. They focus on delivering best-in-class network solutions while providing an unrivaled commitment to customer service. With over 2,500 miles of fiber across 24 counties and comprehensive data center connectivity at 10 Gigabit speed, they provide the fastest, most reliable network in the region. Their 24/7 network operations center is staffed and operated by certified technical staff based in downtown Cleveland. Everstream was founded in 2014 and is based in Cleveland, Ohio.

Roostify

Venture Round in 2020
Roostify they designed a POS platform to help lending homes to provide loans from banks.
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.
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. (STAG) is a self-administered and self-managed full-service real estate company focused on the acquisition, ownership and management of single tenant industrial properties throughout the United States. STAG Industrial target the acquisition of individual Class B, single tenant industrial properties predominantly in secondary markets throughout the United States with purchase prices above $5 million that are critical to the tenants' businesses. Where appropriate risk adjusted returns present themselves, we also may acquire assets in both primary and tertiary markets. Their properties include warehouse/distribution, manufacturing and flex/office buildings.

Flybits

Series C in 2019
Flybits is the leading customer experience platform for the financial services sector, delivering personalization at scale. With the most advanced capabilities in the market, its enterprise-level solution brings relevant content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moments that matter. With Flybits, banks are able to design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time, while preserving their privacy. www.flybits.com

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 (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 offers managed services, staff augmentation, IT planning, platform, and application analysis, UI enhancements, mobile, and cloud enablement, application and database modernization.

Moven

Series C in 2018
Moven focuses on enabling banks and non-bank partners to leverage the Moven platform to acquire, engage, retain, and grow their customer base. Moven's app, debit card, and contactless payment sticker provide real-time spending insights that motivate customers to make smarter decisions and save more. Moven Enterprise was founded in 2011 and headquartered in New York, United States.

Western University

Grant in 2017
In choosing Western, students will become part of a vibrant learning community at one of Canada's top research-intensive universities. Along with a wide variety of intellectually challenging and engaging academic programs, the University is also alive with a diverse array of opportunities for student involvement, personal growth and leadership development, and numerous co-curricular and extracurricular activities.

ImmuCell

Post in 2017
ImmuCell has a dedicated group of employees who are actively developing, manufacturing and selling innovative products such as First Defense®, the #1 product administered to calves for scours prevention. Our corporate capabilities and technical expertise include the following:

Conifer Realty

Debt Financing in 2017
Conifer Realty LLC is a real estate company based in Rochester, New York, specializing in the development, construction, ownership, and management of affordable housing communities. Since its establishment in 1975, the company has developed or acquired over 250 properties comprising more than 19,000 units. Currently, Conifer manages over 13,500 apartment units across New York, New Jersey, Pennsylvania, Maryland, and Ohio. The company provides a comprehensive range of services, including in-house development, construction, management, marketing, legal, finance, accounting, and tax credit compliance. Conifer Realty is dedicated to offering high-quality long-term housing solutions tailored to meet the needs and affordability of its residents.

Albert Fried & Company

Acquisition in 2017
Albert Fried & Company established itself as a Specialist Firm on the New York Stock Exchange while Wall Street.

SecureKey

Venture Round in 2016
For online services that require privacy and security, SecureKey is the identity and authentication service provider that gives consumers secure and convenient access to critical online services. Its services allow organizations to build or subscribe to an identity network that connects consumers with online services where both privacy and security are paramount. SecureKey is headquartered in Toronto, with offices in Boston, Washington D.C., and San Francisco. The company is backed by a world-class group of venture and corporate investors that include strategic investments from Visa, MasterCard, Discover, Rogers Venture Partners, and Intel Capital.

Transactis

Series E in 2016
Transactis transforms traditional paper billing and payment processing by enabling businesses of all sizes to replace paper bills, statements, invoices, payments and documents with more efficient digital alternatives. Transactis goes to market exclusively with resellers—financial institutions, technology companies, printers and business process outsourcers—to provide their customers with secure, configurable, white-label, industry-leading SaaS solutions. More than a technology provider to resellers, Transactis is a full-service business partner, delivering a broad and deep suite of sales, marketing, technical and operational support, empowering resellers to more successfully serve their clients. Transactis meets the strictest regulatory and compliance requirements including HIPAA, SSAE 16, PCI Level 1, and SOC 2. Transactis’ investors include ff Venture Capital, MacAndrews & Forbes, Metamorphic Ventures, Safeguard Scientifics, StarVest Partners, Capital One, Fifth Third Bank, PNC, TD Bank and Wells Fargo.

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. The company’s flagship facility, located at One Summer Street in Boston, boasts 920,000 square feet of highly-secured white and mechanical space, and houses companies from across the globe, including all major telecommunications companies and industry-leading financial, healthcare, academic, government, entertainment, science and technology firms. Markley Group also owns and operates a 352,000 square foot mission-critical data center facility in Lowell, Mass. The carrier-neutral facility at One Summer Street enables access to more than 80 independent network providers and 12 utility feeds from multiple substations for uninterrupted, reliable power and service, making it the intersection of all major fiber routes in New England. Featuring eight points of entry for fiber optics, One Summer Street is the centralized location to which any and all backbone networks can be delivered with unmatched performance, low latency and low costs. In addition to delivering the most robust data center infrastructure in the region, Markley Group also operates a multi-site elastic cloud that allows clients to scale resources by paying only for what they use and has partnered with EMC to be one of the first cloud providers to offer Elastic Cloud Storage (ECS) for object storage. Markley Group’s One Summer Street also houses the Boston Internet Exchange which allows clients the ability to choose and connect to multiple and diverse networks, and is the ultimate hub for creating and developing IP peering partner relationships. Both One Summer Street and Markley Group’s Lowell facility are maintained by on-staff operating engineers, technicians and support staff, on site 24/7/365. Markley Group’s leading services are proven by its unparalleled performance and reliability, having never experienced a primary power outage throughout its more than 15 years of operation. Markley Group’s team of professionals are always available to assist with your needs, whether it’s building a private, fully customizable data center suite or constructing a cloud computing platform.

Cedar Realty Trust

Post in 2015
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust that owns shopping centers. Our high-quality core portfolio of primarily grocery-anchored shopping centers straddling the Washington, DC to Boston corridor totals 10 million square feet of GLA. We are focused on creating long-term value for our shareholders and long term relationships with our tenants.

Cedar Realty Trust

Post in 2014
Cedar Realty Trust, Inc. is a fully-integrated real estate investment trust that owns shopping centers. Our high-quality core portfolio of primarily grocery-anchored shopping centers straddling the Washington, DC to Boston corridor totals 10 million square feet of GLA. We are focused on creating long-term value for our shareholders and long term relationships with our tenants.

Seven Generations Energy

Private Equity Round in 2013
Seven Generations Energy Ltd. explores and develops oil and gas resources. The company focuses on developing non-conventional resource plays in Canada and the United States. Seven Generations Energy Ltd. was founded in 2008 and is based in Calgary, Canada.

The South Financial Group

Acquisition in 2010
The South Financial Group is a bank holding company focused on serving small businesses, middle market companies, and retail customers in the Carolinas and Florida. At March 31, 2010, it had approximately $12.4 billion in total assets and 176 branch offices. TSFG operates Carolina First Bank, which conducts banking operations in North Carolina and South Carolina (as Carolina First Bank), and in Florida (as Mercantile Bank). At March 31, 2010, approximately 44% of TSFG’s total customer deposits were in South Carolina, 45% were in Florida, and 11% were in North Carolina. Investor information is available at www.thesouthgroup.com.
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