23 past transactions

Sunbelt Modular

Debt Financing in 2024
Sunbelt Modular, Inc. is a wholesale manufacturer based in Sachse, Texas, specializing in the design, engineering, and production of commercial modular buildings for a diverse range of industries. Founded in 2006, the company provides custom solutions for educational institutions, healthcare facilities, government agencies, construction projects, and retail businesses, among others. Its offerings include relocatable and permanent modular structures such as classrooms, medical offices, laboratories, military barracks, and commercial kitchens. Sunbelt Modular aims to meet the specific needs of its clients by delivering tailored building complexes and large mobile offices, ensuring functionality and adaptability across various sectors.
SCO Family of Services envisions communities throughout New York City and Long Island that support family life and personal well-being, where everyone has the opportunity to succeed. SCO Family of Services helps New Yorkers build a strong foundation for the future. They get young children off to a good start, launch youth into adulthood, stabilize and strengthen families and unlock potential for children and adults with special needs. SCO has provided vital human services.

Goalsetter

Series A in 2024
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.

Ametros

Acquisition in 2023
Ametros is a neutral entity that facilitates the settlement process for injured parties, insurers, employers, attorneys, and Medicare. The company specializes in cost containment and post-settlement medical administration services, providing settlement recipients and self-pay individuals with a range of financial and medical management tools. Their offerings include integrated medical administration solutions, automated payment technology, and access to substantial discounts on pharmaceuticals. By streamlining these processes, Ametros helps clients save on ongoing medical expenses and alleviates the challenges posed by the complex healthcare system, ensuring a more efficient experience for all stakeholders involved.
Hispanic Coalition of Greater Waterbury is a non-profit organization that provides services through advocacy, collaboration, and education.

YWCA Hartford Region

Grant in 2023
The YWCA Hartford Region is committed to the abolition of racism, the empowerment of women, and the promotion of peace, justice, freedom, and dignity for all.

SAVE

Debt Financing in 2022
Registered Investment Adviser

InterLINK

Acquisition in 2022
InterLINK provides cash management solutions to financial intermediaries, facilitating the investment of cash held in thousands of brokerage accounts into FDIC-insured banks.

FinTron

Series A in 2022
FinTron is a fintech company that offers investment and banking solutions tailored for the mobile generation, particularly targeting young post-college graduates. The platform provides users with curated investment portfolios and educational resources, helping them build a strong foundation for investing. Additionally, FinTron features a business-to-business embedded wealth technology system that enhances financial freedom by consolidating essential financial data. Users can track their debt, savings, and investment accounts through a single application, allowing for streamlined access to vital information and updates regarding their financial and investment activities.

Bend

Acquisition in 2022
Bend helps businesses and individuals manage their long-term financial health and the rising expense of healthcare. Their system is made to maximize revenue, ensure that tax savings opportunities are never missed, and facilitate HSA administration and use. They offer a method of participation, funding, saving, and payment by utilizing technology like artificial intelligence and machine learning.

Firstdigital Telecom

Debt Financing in 2021
FirstDigital Telecom is a prominent fiber-based carrier operating in the Western United States, specializing in a comprehensive range of business services. These services include local voice, long-distance, internet, VOIP, CloudPBX, hosting, co-location, managed services, and fiber-to-the-premise solutions. The company focuses on designing and installing robust network architectures for various sectors, including enterprises, government, healthcare, education, and financial institutions. By offering integrated, secure, and flexible data and cloud services, FirstDigital Telecom enables its customers to achieve reliable and efficient communication and connectivity.

Everstream

Debt Financing in 2021
Everstream Solutions, LLC is a Cleveland-based network service provider specializing in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, ensuring high-speed connectivity with up to 10 Gigabit service. Everstream focuses on delivering reliable and efficient network solutions while maintaining a strong commitment to customer service. Its offerings include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction services. The company also features a 24/7 network operations center staffed by certified technical personnel, enhancing its support for clients.

Endo1 Partners

Debt Financing in 2021
Endo1 Partners, LLC is an Endodontic Partnership Organization that supports endodontic practices across the United States by providing a range of essential business and operational services. Founded in 2019 and headquartered in Houston, Texas, with an additional office in Novato, California, the company alleviates the administrative burdens faced by endodontists in areas such as marketing, recruitment, human resources, payroll, and accounting. By offering services like credentialing, compliance, IT support, training, and procurement of endodontic supplies, Endo1 Partners enables its affiliated practitioners to concentrate on delivering high-quality care to their patients. The organization is predominantly owned and managed by four practicing endodontists, ensuring that the services provided are tailored to the specific needs of the dental community.

P2 Science

Debt Financing in 2020
P2 Science a venture-backed, renewable specialty chemicals company, co-founded by Yale scientists, a chemical industry CEO and Elm Street Ventures, an early-stage venture fund. P2 Science has developed a unique process technology for converting renewable feedstocks—including vegetable oils—into high-value, specialty chemicals. These include flavor, fragrance and cosmetics ingredients. Many of their products are today available only from petrochemical sources. Among the first products to be produced by P2 are vegetable-derived, cost-effective versions of current petrochemical fragrance ingredients. Major users and formulators of specialty chemicals have a strong interest in substituting renewable for petrochemical ingredients. Patrick Foley, a Yale graduate of the PhD program in Environmental Engineering, is P2′s Chief Scientific Officer. Neil Burns, an executive with 20+ years experience in the specialty chemical industry, is the company’s CEO. P2 has a laboratory in New Haven, CT to support this technology’s development and commercialization, as well as partnerships with major companies at a number of points along the supply chain.

Everstream

Debt Financing in 2020
Everstream Solutions, LLC is a Cleveland-based network service provider specializing in fiber-based Ethernet, Internet, and data center solutions for businesses in Northeast Ohio. Established in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, ensuring high-speed connectivity with up to 10 Gigabit service. Everstream focuses on delivering reliable and efficient network solutions while maintaining a strong commitment to customer service. Its offerings include dedicated internet access, dark fiber, cloud backup and recovery, as well as engineering and construction services. The company also features a 24/7 network operations center staffed by certified technical personnel, enhancing its support for clients.

Lunada Bay

Debt Financing in 2019
Lunada Bay is an apparel & fashion.

Payrailz

Venture Round in 2017
Payrailz is a digital payments company that offers advanced bill payment and money transfer solutions to banks and credit unions. Its AI-driven digital payment platform combines with our Paywaze engine deliver smarter payment experiences through online and mobile channels, voice-enabled devices, interactive messaging, and payment bots. The company was founded in 2016 and is headquartered in Glastonbury, Connecticut.

DigitalOcean

Debt Financing in 2016
DigitalOcean, LLC is a cloud computing platform that provides infrastructure and platform tools for software developers to deploy and scale applications of various sizes. Established in 2012 and headquartered in New York, the company offers a range of services, including compute, storage, and networking products. Its key offerings include Droplets, which are Linux-based virtual machines, Kubernetes for application deployment and management, databases, and Spaces, an object storage service compatible with S3. DigitalOcean aims to simplify the development process, enabling developers, start-ups, and small to medium-sized businesses to focus on creating innovative software without the need for extensive DevOps expertise. The company's commitment to customer service and support for the developer community enhances its appeal across diverse sectors, including web and mobile applications, e-commerce, and managed services.

Access National Mortgage

Acquisition in 1999
Access National Mortgage is a pioneer of internet-based mortgages started in 1996.
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