US Bank

US Bank is a multistate financial services holding company founded in 1863. They provide a wide range of financial services including lending, depository services, cash management, trust, and investment management to various customers such as individuals, businesses, institutional organizations, governmental entities, and other financial institutions. US Bank operates through different segments, offering wholesale banking and commercial real estate services, consumer and small business banking, wealth management and securities services, payment services, and treasury and corporate support services. Their offerings include lending, equipment finance, depository services, treasury management, capital markets, international trade services, private banking, financial advisory services, investment management, credit cards, debit cards, merchant processing, and more. US Bank serves domestic customers with foreign operations and large national customers in specific industries, providing comprehensive financial solutions tailored to their needs.

Beth Ann Bovino

CFO

Kai Sakstrup

EVP, Chief Product Officer - Wealth, Corporate, Commercial and Institutional Banking

35 past transactions

Ulysses Development Group

Debt Financing in 2025
Ulysses Development Group is a property development company that develops housing for families.

Make-a-Wish Foundation

Grant in 2025
Make-A-Wish Foundation is a nonprofit organization dedicated to granting wishes for children with life-threatening medical conditions. Its mission is to enrich the human experience by providing hope, strength, and joy to these children and their families. Operating globally, the foundation focuses on creating memorable experiences that uplift the spirits of young individuals facing serious health challenges. Through the fulfillment of these wishes, Make-A-Wish aims to bring comfort and positivity, helping to foster resilience and emotional well-being in the recipients.

FirstService

Post in 2025
FirstService Corporation is a leading provider of real estate-related services, primarily operating in two business divisions: FirstService Residential and FirstService Brands. FirstService Residential manages thousands of residential communities, encompassing a range of property types including high-rise, medium-rise, and low-rise condominiums and cooperatives. FirstService Brands focuses on delivering property services to both residential and commercial clients, generating most of the company's revenue through various well-known brands such as California Closets, Paul Davis Restoration, CertPro Painters, Pillar to Post, Floor Coverings International, College Pro Painters, and Service America. The majority of FirstService's revenue is derived from operations in the United States, serving a diverse clientele across commercial, institutional, and residential markets.

Aaon

Post in 2024
Aaon is an industrial goods and services company specializing in the manufacture of heating, ventilation, and air conditioning (HVAC) equipment. The company produces a wide range of products, including rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, and self-contained units and coils. Aaon focuses on delivering cost-effective and energy-efficient solutions that enhance productivity in work environments. Its offerings primarily cater to the commercial and industrial sectors, addressing both new construction and replacement markets, predominantly in North America. In addition to its HVAC products, Aaon is committed to sustainability by replacing outdated incandescent and fluorescent lighting with modern LED fixtures.

Producers Midstream

Debt Financing in 2024
Producers Midstream is a recently established company specializing in comprehensive midstream services for oil and gas producers across the United States. Its offerings include infield gathering and compression infrastructure, gas processing and treating facilities, transmission and marketing services, and liquid handling and storage solutions. By providing these services, Producers Midstream enables upstream operators to concentrate on exploration and strategic acquisitions, particularly in high-growth basins like Texas, Oklahoma, and New Mexico.

Alexander & Baldwin

Post in 2024
Matson, Inc. is a Hawaii-focused company primarily engaged in real estate development, leasing, and agribusiness. It operates through two main segments: Commercial Real Estate and Land Operations. The Commercial Real Estate segment is responsible for owning and managing various retail and industrial properties, as well as urban ground leases in Hawaii, which constitutes a significant portion of the company's revenue. Meanwhile, the Land Operations segment focuses on the management of land and real estate-related assets, ensuring their optimal utilization. Matson's activities are primarily concentrated in Hawaii, although they extend to the Mainland United States.

Midori & Friends

Grant in 2024
Midori & Friends is a non-profit organization that provides sequential music education services.

Salucro

Acquisition in 2024
Salucro Healthcare Solutions, LLC is a provider of self-pay patient payment services tailored for healthcare providers. Founded in 2004 and based in Phoenix, Arizona, the company specializes in developing technology solutions that facilitate the collection of patient payments while enhancing the overall financial experience for patients. Salucro's platform integrates various payment options, including online pre-registration, payment processing through POS systems, manual payments, and patient financing, as well as online bill pay and self-service portals. The company offers over 16 payment methods, including popular platforms like PayPal and Venmo, enabling healthcare providers to streamline payment collection across multiple stages of the revenue cycle. Salucro's services aim to improve revenue capture for healthcare organizations while ensuring a positive experience for patients.

Urban League of Greater Southwestern Ohio

Grant in 2024
Urban League of Greater Southwestern Ohio transform generations by promoting personal empowerment and economic self-sufficiency.

Whiskey House of Kentucky

Debt Financing in 2024
Whiskey House of Kentucky, based in Elizabethtown, specializes in custom whiskey production. It offers services like matching existing recipes, creating custom mash bills, and developing new flavor profiles. With a 176-acre facility, it caters to large-scale production needs, providing high customization and competitive pricing through long-term contracts and exceptional customer service.

United Way of Tucson and Southern Arizona

Grant in 2024
United Way of Tucson and Southern Arizona is a non-profit organization that helps in uniting people with ideas, resources, and education.

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.

WISEPlace

Grant in 2023
WISEPlace is a nonprofit community that helps abandoned women by offering shelter, counseling, addiction recovery & mental health services.

Nexamp

Debt Financing in 2023
Nexamp, Inc. is a solar contractor based in Boston, Massachusetts, specializing in the design, development, construction, installation, ownership, financing, and operation of commercial-scale solar projects across the United States. Founded in 2006, the company focuses on providing integrated renewable energy solutions, including renewable energy production, energy efficiency, energy storage, and energy management. Nexamp aims to minimize energy expenses and reduce carbon emissions for a diverse clientele that includes property owners, energy users, solar facility owners, and investors. By offering services such as asset management, operations and maintenance, power purchase agreements, and community solar solutions, Nexamp enables communities and organizations to effectively manage their energy plans.

W. P. Carey

Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Union Bank

Acquisition in 2023
Union Bank, N.A., previously known as Union Bank of California, is a full-service commercial bank operating throughout the United States. It offers a comprehensive range of financial services, including corporate, commercial, and retail banking, as well as wealth management solutions tailored to meet diverse customer needs. The bank serves individuals, small businesses, middle-market companies, and large corporations, providing value-added services such as investment banking, personal and corporate trust, and transaction banking. With a strong foundation of capital reserves and credit ratings, Union Bank is well-positioned in the financial sector. Its corporate headquarters are located in New York City, as part of the Mitsubishi UFJ Financial Group, one of the largest financial organizations globally.

Jamul Indian Village Development

Debt Financing in 2023
Jamul Indian Village Development is a non-profit organization dedicated to enhancing the quality of life for its tribal members through various initiatives. The organization focuses on providing educational opportunities, healthcare, and housing, as well as conserving tribal properties. Additionally, it develops community resources and administers justice within the tribe. Through its wholly owned subsidiary, Jamul Indian Village, the organization manages both gaming and non-gaming enterprises aimed at fostering self-sufficiency among its members by creating employment opportunities and supporting community development efforts.

DSD Renewables

Debt Financing in 2022
DSD Renewables is a renewable energy solutions company that develops, constructs and operates renewable energy projects. DSD Renewables has capabilities that encompass development, structured financing, project acquisition, and long-term asset ownership. Through these multifaceted strengths, DSD expedites the implementation of renewable energy resources, generating substantial value for its commercial, industrial, and municipal customers and partners.

Intersect Power

Debt Financing in 2022
Intersect Power is a clean infrastructure company focused on developing innovative and scalable low-carbon solutions for energy and commodity markets. The company specializes in all phases of project development, including design, engineering, finance, and operations. Intersect Power has a robust pipeline of 3.2 GWDC of late-stage solar and storage projects expected to commence operations by 2023, along with a growing portfolio of other clean infrastructure assets. Additionally, the company has successfully developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now managed by third-party investors. Intersect Power also explores advanced technologies such as green hydrogen and carbon capture, providing sustainable alternatives to fossil fuels for various applications, including transportation and chemical processes.

AMP Solar Group

Debt Financing in 2022
AMP Solar Group is a company that specializes in the development, ownership, and operation of renewable energy projects aimed at utility-scale distribution. It focuses on the generation and storage of clean energy, utilizing an infrastructure that is enhanced by proprietary technology and data analytics. By employing advanced risk management tools, AMP Solar Group delivers dispatchable, affordable, and resilient power solutions that not only meet the needs of its customers but also contribute to the reliability and security of the energy grid. The company's efforts support the broader global transition towards sustainable energy sources.

Penelope

Pre Seed Round in 2022
Penelope is a self-service retirement platform tailored for small and micro businesses. The company offers a technology-driven solution that simplifies the process of establishing and managing retirement plans for busy entrepreneurs and business owners. By automating employee investing and reducing administrative burdens, Penelope streamlines costs and minimizes paperwork. Additionally, the platform provides educational resources to help employees better understand their retirement options, fostering informed decision-making.

PFM Asset Management

Acquisition in 2021
PFM Asset Management is a provider of portfolio management and investment advisory services, primarily catering to non-profits, charitable institutions, and other institutional clients. The firm offers a diverse range of investment strategies, focusing on investment-grade fixed-income and multi-asset class options. PFM Asset Management is known for its ability to create tailored solutions that help organizations optimize their financial portfolios. With a strong emphasis on client relationships, the company also provides local government investment pools among its product offerings. Through its strategic insights and flexible implementation options, PFM Asset Management aims to meet the unique financial needs of its clients.

Securrency

Series B in 2021
Securrency, Inc. is a financial technology company based in Riva, Maryland, with additional locations in Washington, D.C., New York City, and Abu Dhabi. Founded in 2015, Securrency specializes in developing a platform that facilitates the tokenized issuance and trading of securities. Its technology integrates traditional financial services with advancements in distributed ledger technologies, enabling seamless interaction between on-chain and off-chain systems. By providing tools for multi-jurisdictional identity and compliance, Securrency enhances market efficiency and security, making financial services more transparent and accessible. The company's platform supports a range of distributed ledgers, allowing various financial market participants, such as issuers and broker-dealers, to conduct transactions in a compliant manner while connecting investors with asset owners and startups seeking capital.

Goalsetter

Seed Round in 2021
Goalsetter is a fintech company that provides a comprehensive digital platform designed to educate families about personal finance and help children develop healthy savings habits. The platform offers goal-based savings tools, including automatic savings features like round-ups and scheduled deposits, along with spending trackers to monitor budgets. It also incorporates engaging educational content such as financial quizzes and videos tailored for kids. Additionally, Goalsetter Classroom serves as an in-school learning management system for K-12 students, offering a teacher-led curriculum focused on financial literacy.

NUMiX MATERIALS

Grant in 2020
NUMiX MATERIALS is a water treatment company that specializes in manufacturing and supplying sorbents to remove dissolved heavy metals from contaminated water. It focuses on RCRA, Water, Sorbents, Pretreatment, and Metals. It was founded in 2018 and headquartered in Chicago, Illinois.

Talech

Acquisition in 2019
Talech Inc. is a software company based in Palo Alto, California, that specializes in point-of-sale solutions for small merchants, particularly in the retail and restaurant sectors. Established in 2012, Talech offers a cloud-based software platform that enables users to take orders, manage inventory, and run promotions through discounts. The system also provides functionalities for tracking employee hours and managing cash drawers, along with generating detailed reports on sales and transaction trends. Talech's software integrates seamlessly with various hardware, including iPads, card readers, printers, cash drawers, and barcode scanners, allowing merchants to capture customer information at the point of sale and accept multiple payment types. As a subsidiary of ELAVON, INC., Talech aims to enhance operational efficiency and provide deep insights to help small businesses thrive.

Douugh

Seed Round in 2017
Douugh is a fintech and neobank that utilizes an AI-driven approach to assist customers in managing their finances and achieving better financial health. The company offers a comprehensive platform designed for money management, which includes features for spending management, bill payment organization, and savings. Additionally, Douugh provides services in wealth management and card management, all accessible through its smart mobile banking app. By focusing on technology and user-centric solutions, Douugh aims to enhance the overall financial well-being of its customers.

R3

Funding Round in 2017
R3 Limited is a London-based company that specializes in developing blockchain technology solutions tailored for enterprise use, particularly within the financial services industry. Founded in 2014, R3 offers Corda, an open-source blockchain platform that facilitates direct transactions through smart contracts, enhancing efficiency and reducing transaction costs. The company's expertise extends to multi-party solutions that leverage trust technology and connected networks, aimed at improving processes across banking, capital markets, global trade, and insurance. R3 is a pioneer in private distributed ledger technology and confidential computing, managing one of the largest distributed ledger technology ecosystems globally, which connects over 400 institutions, including banks, regulators, and technology firms. Through its offerings, R3 enables organizations to collaborate digitally and execute financial agreements more effectively.

RelaDyne

Debt Financing in 2015
RelaDyne is a supplier and distributor of lubricants, fuels, and related services for the automotive, commercial, and industrial markets. With over 350 years of combined expertise, the company serves more than 10,000 clients, emphasizing a commitment to delivering dependable service and tailored solutions. Its product offerings include lubricants, fuels, and diesel exhaust fluid (DEF), alongside reliability services that focus on preventive maintenance. By helping businesses achieve a lower total cost of ownership and promoting decarbonization, RelaDyne enhances the sustainability and reliability of equipment and assets, positioning itself as a trusted advisor to its customers.

Compass Diversified

Post in 2014
Compass Diversified is a private equity firm founded in 1998 and headquartered in Westport, Connecticut, with an additional office in Irvine, California. The firm specializes in acquiring niche industrial and branded consumer companies across various sectors, including manufacturing, distribution, consumer products, safety and security, electronic components, and food services. Compass Diversified focuses on investments in North America, targeting companies with an EBITDA between $15 million and $80 million, and typically invests between $100 million and $800 million. The firm aims to acquire controlling ownership interests and often holds investments for five to seven years. Through its disciplined investment approach and proactive management engagement, Compass Diversified seeks to create value for its portfolio companies while maintaining transparency in its operations.

Viamedia

Debt Financing in 2013
Viamedia, Inc. is a prominent provider of cable television advertising management solutions in the United States, focusing on connecting advertisers with audiences through various media platforms. Founded in 2001 and headquartered in New York, the company partners with cable and telecommunications service providers, utility companies, and municipalities to sell advertising inventory on major networks such as ESPN, CNN, and MTV. Viamedia offers a comprehensive suite of services, including TV advertising, cross-media advertising, programmatic advertising, and innovative online marketing solutions. Its operations encompass sales functions, traffic and billing, technical assistance, and creative services, such as commercial production and digital content creation. Additionally, Viamedia operates Placemeida, a programmatic platform that aggregates ad inventory from multiple video programming distributors, further enhancing its advertising capabilities. By delivering high-quality representation and effective media solutions, Viamedia serves local, regional, and national advertisers, making it the largest non-MSO affiliated video ad sales organization in the country.

Zilkha Biomass Energy

Funding Round in 2013
Zilkha Biomass Energy manufactures a patented wood pellet for baseload renewable energy generation.

OneRoof Energy

Private Equity Round in 2011
OneRoof Energy is a technology-rich solar finance provider that has quickly become one of the nation’s leading sources of affordable solar leasing. At OneRoof Energy, we believe that solar electricity should be affordable to everyone. Through the SolarSelect® financing program, homeowners can convert to clean, affordable solar electricity for little or no money down.

Genpass

Acquisition in 2005
Genpass is the only top processor to offer a vertically integrated product suite that includes every aspect of ATM driving.

Cypress Creek Renewables

Cypress Creek Renewables is a leading American company specializing in the development and operation of solar energy projects. It employs a data-driven approach to identify and acquire underutilized land for the construction of solar farms, typically ranging from 2 to 20 megawatts in capacity. The company is recognized for owning the largest solar farm east of the Mississippi River. Cypress Creek partners with landowners, utility companies, and local vendors to finance and operate its solar and storage assets, ensuring that local communities receive affordable access to clean energy. Through this model, Cypress Creek not only contributes to the renewable energy landscape but also helps to lower energy costs for consumers compared to traditional fossil fuels.
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