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

Andrew Frey

Vice President, Portfolio Manager at US Bank Private Wealth Management

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 that specializes in the manufacturing of heating, ventilation, and air conditioning equipment. Its product range includes 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. The company focuses on delivering cost-effective and energy-efficient solutions, aiming to enhance productivity and environmental sustainability. Aaon's offerings primarily cater to the commercial and industrial sectors in North America, addressing both new construction and replacement markets. Additionally, Aaon is actively modernizing lighting solutions by replacing outdated incandescent and fluorescent fixtures with energy-efficient LED lighting.

Producers Midstream

Debt Financing in 2024
Producers Midstream is a newly established portfolio company that specializes in providing comprehensive midstream services to producers across the United States. The company focuses on greenfield projects and strategic acquisitions in high-growth basins, particularly in Texas, Oklahoma, and New Mexico. Its service offerings include infield gathering and compression infrastructure, gas processing and treating, transmission and marketing, as well as liquid handling and storage. By delivering these turnkey solutions, Producers Midstream enables upstream operators to concentrate on their core activities while enhancing operational efficiency and supporting growth in the evolving energy landscape.

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 developer of payment processing technology designed to assist healthcare providers in collecting patient payments more efficiently. Founded in 2004 and based in Phoenix, Arizona, Salucro offers a range of services including online pre-registration, point-of-sale card readers, manual payment options, patient financing, and online bill pay. The platform supports over 16 payment methods, such as PayPal and Venmo, and provides features like patient self-service portals and check deposit services. By facilitating a seamless payment experience, Salucro aims to enhance the financial interactions between healthcare providers and patients, as well as streamline processes for third-party collection agencies to optimize revenue collection.

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 specializes in the production of custom whiskey, offering a range of services that cater to the specific needs of their clients. This includes the ability to match existing whiskey recipes, create custom mash bills, and develop new flavor profiles. The company prides itself on its flexibility and technical sophistication, positioning itself as a key player in the whiskey distillery sector. With a facility located on 176 acres in Elizabethtown, Kentucky, Whiskey House of Kentucky is equipped to handle large-scale production requirements. The company's approach allows for a high degree of customization in the whiskey manufacturing process, making it a go-to for brands looking to create unique whiskey offerings.

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 of California is a non-profit organization dedicated to enhancing the quality of life for its tribal members. It focuses on providing educational opportunities, healthcare, housing, and the conservation of tribal properties. Additionally, the Jamul Indian Village Development Corporation manages both gaming and non-gaming enterprises, facilitating community resources and supporting the self-sufficiency of tribal members through employment opportunities. The organization also plays a crucial role in administering justice for its homeland tribal members, ensuring their rights and welfare are prioritized.

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 aimed at small and micro businesses. It provides a comprehensive solution that simplifies the process of offering retirement plans, catering specifically to the needs of busy business owners and entrepreneurs. The platform automates employee investing, reduces administrative costs, and minimizes paperwork, making it easier for small businesses to manage retirement savings. Additionally, Penelope includes educational tools for employees, enhancing their understanding of retirement options and encouraging informed decision-making. Through its technology-driven approach, Penelope seeks to empower small businesses to effectively provide retirement benefits to their employees.

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 various institutional clients. The firm offers a diverse range of products, including tailored investment-grade fixed-income and multi-asset class strategies. PFM Asset Management focuses on helping organizations optimize their financial portfolios by providing flexible implementation options and strategic insights. Additionally, the company has established significant client relationships, including local government investment pools, which further enhance its comprehensive service offerings.

Securrency

Series B in 2021
Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

Goalsetter

Seed Round in 2021
Goalsetter is a financial education platform designed for families, focusing on helping children and teens develop money management skills. The platform offers a range of tools for goal-based saving, including automatic deposits, round-ups, and spending tools to assist kids in budgeting. It also features engaging educational content such as quizzes and videos that incorporate games and pop culture to enhance financial literacy. In addition to its app, Goalsetter provides Goalsetter Classroom, a learning management system aimed at K-12 schools, which includes a teacher-led curriculum to further educate students about financial concepts. Through these resources, Goalsetter aims to empower young users to make informed financial decisions and achieve their savings goals.

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 developer based in Palo Alto, California, that provides a point-of-sale system designed specifically for small merchants. Established in 2012, Talech offers a cloud-based platform that allows users to manage various aspects of their business, including order taking, inventory management, sales promotions, employee hour tracking, and cash drawer management. The software also captures customer information at the point of sale and generates detailed reports on sales and transaction trends. It is compatible with various hardware, such as iPads, card readers, printers, cash drawers, and barcode scanners. By combining a user-friendly iPad interface with a web-based dashboard, Talech delivers valuable analytics that help merchants optimize their operations in the retail and restaurant sectors. The company operates as a subsidiary of ELAVON, INC.

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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