UMB Bank, headquartered in Kansas City, Missouri, is a comprehensive financial services institution offering a range of commercial and personal banking solutions. Its commercial banking division provides various deposit, lending, and investment services, while the personal banking segment focuses on wealth management and financial planning. UMB also specializes in institutional banking, delivering asset servicing, corporate trust solutions, investment banking, and healthcare services. The bank serves diverse industries, including information technology, healthcare, energy, retail, and financial services. Additionally, UMB Capital Corporation, a subsidiary of UMB Bank, engages in private equity and venture capital investments, primarily targeting financial technology companies and middle-market businesses across the United States. This subsidiary offers custom capital solutions, including mezzanine debt and equity investments, while UMB Investment Advisors manages investment portfolios for benefit plans and high-net-worth individuals, focusing on equity and fixed income markets.
Executive Vice President, Director of Healthcare Services
Phillip Mason
President of Institutional Banking
Abby Wendel
President
15 past transactions
World Water Works
Private Equity Round in 2024
World Water Works is an innovative company in the wastewater treatment sector, established in 1998 and headquartered in Oklahoma City, Oklahoma. The company specializes in providing solutions for both industrial and municipal clients, focusing on the effective treatment of wastewater to generate clean water. Their services include the removal of suspended solids, fats, oils, greases, and non-soluble organics through a patented process that involves dissolving air into water under pressure. By offering these advanced treatment options, World Water Works enables its customers to improve performance, recover valuable resources, and achieve cost savings.
Kadon Precision Machining
Private Equity Round in 2024
Kadon Precision Machining is a full-service contract manufacturing partner customers can trust to deliver quality precision machined parts on time and on budget. They engage in swiss machining, multi-spindle machining, CNC machining, and special manufacturing systems. They can help clients take the product from concept to completion. With a unique technique called manufacturing consolidation, they can also help organizations boost profitability and efficiencies.
Kadon Precision Machining
Debt Financing in 2024
Kadon Precision Machining is a full-service contract manufacturing partner customers can trust to deliver quality precision machined parts on time and on budget. They engage in swiss machining, multi-spindle machining, CNC machining, and special manufacturing systems. They can help clients take the product from concept to completion. With a unique technique called manufacturing consolidation, they can also help organizations boost profitability and efficiencies.
Heartland Financial
Acquisition in 2024
Heartland Financial USA, Inc. is a multi-bank holding company established in 1981 and headquartered in Dubuque, Iowa. It offers a comprehensive range of banking services tailored to both individuals and businesses across the United States, operating through 115 banking locations in various states, including Iowa, Illinois, and Wisconsin. The company provides an array of deposit products, such as checking accounts, savings accounts, and certificates of deposit, along with a variety of loan options including commercial, small business, agricultural, and consumer loans. Additionally, Heartland offers wealth management services, retirement plan solutions, and insurance products. Its innovative service channels include online banking, mobile banking, and telephone banking, ensuring accessibility for clients. Heartland Financial USA differentiates itself by combining commercial banking expertise with a strong retail delivery system, serving a diverse clientele that includes public sector and non-profit entities.
Old National Bank - HSA Business
Acquisition in 2022
Old National Bank - HSA Business provides solutions for healthcare spending account cards, and services.
Tesseract Ventures
Seed Round in 2020
Tesseract Ventures, LLC, based in Kansas City, Missouri, focuses on the design and development of robotics, smart spaces, wearables, and connected platforms. Established in 2018, the company specializes in robotics, artificial intelligence, and user experience, aiming to enhance operational efficiency across various industries. Tesseract Ventures provides innovative solutions that improve accessibility, streamline data organization, and automate repetitive tasks. Its technology enables businesses to visualize data effectively and manage information in real-time, fostering a secure work environment and promoting team well-being through activity monitoring and interaction logging.
Bridge Financial Technology
Series A in 2019
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.
LendingFront
Convertible Note in 2016
LendingFront, Inc. is a technology company based in New York that provides a cloud-based lending platform tailored for banks and financial institutions. The platform offers a comprehensive suite of integrated or standalone modules that address all phases of the lending process, including application management, underwriting, decisioning, and loan servicing. LendingFront's solution allows clients to automate various aspects of lending while maintaining control and oversight as needed. Catering to a diverse clientele, from emerging online credit providers to established financial institutions, the company’s founding team includes experts from notable organizations in the small business lending sector. Through its innovative technology, LendingFront aims to streamline operations and enhance risk management for its clients.
Hijro
Seed Round in 2015
Hijro operates as a financial operating network specifically designed for global trade, utilizing distributed ledger technology to enhance efficiency and security in trade finance. By connecting banks, buyers, and suppliers within a unified network, Hijro aims to streamline settlement processes, mitigate fraud risks, and eliminate costly data silos prevalent in the open-account trade market, which is valued at approximately $4 trillion. The Hijro Network serves as a foundational “fabric” for trade, offering a variety of applications and solutions, including a multi-bank, multi-lender trade asset marketplace and flexible working capital options for businesses. Additionally, Hijro provides APIs to facilitate seamless integration into its network, allowing financial institutions to tokenize, transfer, and trade various digital assets such as receivables and approved payables. Through these innovations, Hijro positions itself as a modern solution for the complexities of global trade.
Blooom
Series A in 2015
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that focuses on managing workplace retirement accounts, including 401(k) and 403(b) plans. Founded in 2013 by experienced financial advisors, the company aims to provide accessible investment management services to a broad audience of Americans who lack financial advisory support. As a Registered Investment Advisor, Blooom emphasizes fiduciary best practices while offering low fees and tailored investment strategies. Its platform utilizes financial technology to deliver comprehensive investment analysis, portfolio adjustments, and risk management, enabling clients to optimize their retirement savings in a straightforward manner.
PFITR
Convertible Note in 2015
PFITR, Inc. specializes in providing integrated mobile solutions tailored for public funds investment managers. The company offers a software-as-a-service platform that allows public fiduciaries, such as treasurers and finance directors, to access real-time valuation metrics based on market transactions, facilitating informed investment decisions. Their flagship product, the Bond Price Validation tool, equips institutional investors with analytics and internal controls to enhance portfolio management, addressing challenges related to risk, liquidity, and yield. By leveraging proprietary data from strategic partners, PFITR ensures market transparency for investment purchases, enabling users to understand pricing and associated fees. The company aims to serve the vast market of U.S. public entities, targeting a conversion of 4,000 customers within five years. PFITR has garnered attention from early-stage venture investors and has begun building a substantial sales pipeline, indicating strong growth potential in the public finance sector.
Marquette Financial Companies
Acquisition in 2014
Marquette Commercial Finance, a subsidiary of Marquette Financial Companies, Inc., specializes in providing banking and commercial finance services tailored to small and middle market businesses. The company offers a range of financing solutions, including accounts receivable financing, asset-based loans, and factoring services, primarily targeting the transportation sector and other small to mid-sized companies. By addressing the working capital needs of its clients, Marquette Commercial Finance facilitates business growth, mergers and acquisitions, and financial restructuring, while enhancing liquidity for its customers. Additionally, the company operates banks with branches located in Arizona and Texas, further expanding its service offerings in real estate lending and wealth management.
CardPartner
Acquisition in 2010
CardPartner Inc. specializes in providing custom credit card programs tailored for various membership organizations in the United States. The company offers a range of products, including Visa credit cards, platinum Visa cards, and affinity credit cards, designed to meet the unique needs of charities, schools, research groups, sports clubs, and smaller non-profit organizations, as well as professional groups at local, regional, and national levels. By enabling users to create and manage their own custom credit card programs online, CardPartner facilitates the development of rewards programs and related services, enhancing the financial capabilities of its clients.
UMB Bank & Trust, N.A.
Acquisition in 2001
UMB Bank & Trust, N.A. provides corporate trust services including corporate bond trustee, municipal bond trustee, escrow agent, paying agent and registrar, endowed care trustee, and pre-need services. UMB Bank & Trust, N.A. was formerly known as State Street Bank & Trust Co. of Missouri NA.
DBM Global
DBM Global is a United States-based company specializing in steel fabrication and erection, offering a comprehensive range of integrated steel construction services. The company provides a complete suite of solutions, including design-assist, design-build, engineering, 3D steel modeling and detailing, fabrication, and advanced field erection. With an emphasis on delivering turnkey services, DBM Global aims to streamline the construction process for its clients by serving as a single-source provider. The company's portfolio includes several entities, such as Schuff Steel Company, Schuff Steel Management Company, PDC, BDS VirCon, and Aitken Manufacturing, which collectively enhance its capabilities in construction and asset management.
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