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.

Adam Altenhofen

Senior Vice President

Beth Ann Bovino

CFO

Gunjan Kedia

President

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 Corporation

Post in 2025
FirstService Corporation specializes in real estate-related services, operating primarily in commercial real estate services, residential property management, and property services. They manage thousands of residential communities and offer a range of property services through various brands.

AAON

Post in 2024
AAON is a manufacturer of heating, ventilation, and air conditioning equipment. It specializes in rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, and other HVAC systems. The company focuses on providing energy-efficient solutions, including LED lighting 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
Alexander & Baldwin is a Hawaii-focused real estate development and leasing company, also engaged in agribusiness activities. It operates primarily in two industries: Real Estate and Agribusiness.

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 is a real estate investment trust that specializes in owning and managing long-term net-lease properties, primarily single-tenant office, industrial, warehouse, and retail facilities. The company operates internationally, with properties in the United States and parts of Europe, and emphasizes long-term leases with built-in rent escalators to generate stable cash flows. In addition to owning real estate, W. P. Carey offers sale-leaseback and build-to-suit financing to corporate tenants and manages an investment portfolio that supports its real estate activities. The company's operations are organized into Real Estate and Investment Management segments, with most income derived from lease revenue. W. P. Carey is among the largest net lease owners, aiming to provide attractive, predictable income through diverse geographic and property-type exposure.

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 specializing in the development, design, engineering, finance, and operation of efficient, innovative, and scalable low-carbon solutions for energy and commodity markets. With a pipeline of over 3.2GWDC of late-stage solar and storage projects, the company aims to have these operational by 2023.

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 provides a retirement platform for small and micro businesses and entrepreneurs. The platform automates employee investing, streamlines plan administration and paperwork, and offers learning tools for employees, helping owners simplify retirement decision-making while reducing costs and administrative overhead.

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 provides a financial education platform for families, combining educational media with practical tools to help children and teens learn money management and build wealth. The platform includes goal-based saving with auto-save and round-ups, parental-controlled debit cards, financial literacy quizzes and engaging videos, and options for automated deposits on a weekly or monthly schedule. It also offers Goalsetter Classroom, an in-classroom learning management system for K-12 schools with a teacher-led curriculum.

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 an AI-driven fintech company focused on helping customers manage their money more effectively through autonomous financial tools, aiming to improve overall financial health.

R3

Funding Round in 2017
R3 develops enterprise blockchain technology solutions. It offers Corda, an open-source platform enabling direct business transactions using smart contracts. The company also provides training, certifications, and documentation. Established in 2014, R3 is headquartered in London, UK.

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 Westport, Connecticut-based private equity firm that targets North American middle-market companies in industrial and consumer sectors. The firm seeks majority stakes and emphasizes platform acquisitions and add-on acquisitions to support industry consolidation. It typically invests through its balance sheet and holds portfolio companies for multi-year periods, commonly around five to seven years. Its focus includes niche industrial, manufacturing, distribution, consumer products, business services, safety and security, electronic components, and food-related businesses with defensible market positions and potential for value creation.

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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