ATB Financial

ATB Financial is a commercial banking institution headquartered in Edmonton, Canada, founded in 1938. It offers a range of financial services including banking solutions, wealth management, and investment products tailored to meet the needs of corporate clients, individuals, independent businesses, and agricultural companies. The bank provides various investment options such as savings accounts, mutual funds, retirement savings plans, and insurance products. Additionally, ATB Financial supports social entrepreneurs by offering specialized banking solutions and resources aimed at fostering community impact and growth.

Maximiliano Herrera

Senior Director

24 past transactions

North American Energy Partners

Post in 2025
North American Energy Partners Inc. (NAEPI) provides a range of heavy construction and mining and pipeline installation services to customers in the Canadian oil sands, industrial construction, commercial and public construction and pipeline construction markets. The Company’s primary market is the Canadian oil sands, where it supports the customers’ mining operations and capital projects. NAEPI provides services through all stages of an oil sands project’s lifecycle, its core focus is on providing recurring services, such as contract mining, during the operational phase. During the fiscal year ended March 31, 2012 (fiscal 2012), recurring services represented 87% of the oil sands business. The Company’s business segments include heavy construction and mining and pipeline. In July 2013, the Company announced that it has completed sale of its Piling businesses to Keller Group plc.

BCV Asset Management

Acquisition in 2024
BCV Asset Management Inc. is a privately owned investment manager based in Winnipeg, Canada, established in 2007. The firm specializes in providing asset management and financial investment services to a diverse clientele, including individual investors, corporations, endowment funds, charitable foundations, estates and trusts, and retirement funds. BCV manages distinct client-focused portfolios, primarily investing in public equity and fixed income markets. Its fixed income investments encompass a variety of bonds issued by federal and provincial governments as well as corporations. The firm adopts a value investment approach, focusing on large-cap companies, and employs fundamental analysis supported by in-house research to develop its investment portfolios.

Blackline Safety

Post in 2023
Blackline Safety Corp. is a global connected safety technology company specializing in worker safety monitoring solutions. Headquartered in Calgary, Canada, the company develops and markets a range of products including safety wearables, gas detection devices, and monitoring services. Key offerings include the G7c and G7x wearables, which feature cellular and satellite connectivity, enabling real-time safety monitoring in various environments. Blackline also provides a suite of services such as Loner Mobile, a safety monitoring application, and a cloud-hosted portal for managing safety alerts. Serving diverse industries, including oil and gas, healthcare, and manufacturing, Blackline empowers organizations to enhance safety compliance and response capabilities, having facilitated millions of emergency responses and processed billions of data points. Founded in 2004, the company was previously known as Blackline GPS Corp. before rebranding in 2015.

Quickly

Seed Round in 2023
Quickly is an online platform that provides early payment and invoicing tools aimed at small and medium-sized businesses. Founded in 2022 and based in Calgary, Alberta, Quickly enables users to upload bills and invoices or create professional invoices tailored to contracts and projects. The platform facilitates a streamlined transactional relationship between buyers and sellers, connecting businesses with capital providers such as banks and institutional lenders. By offering next-day access to verified receivables and simplifying the payment process, Quickly helps businesses enhance cash flow, reduce the uncertainties associated with payment timelines, and foster growth.

ZayZoon

Series B in 2023
ZayZoon Inc., founded in 2014 and based in Calgary, Canada, provides an earned wage access platform that allows employees to access their earned wages before their scheduled payday. Through a user-friendly online interface and mobile application, employees can select the funds they need in advance, thereby alleviating financial stress and enhancing their financial well-being. By offering on-demand payment solutions, ZayZoon empowers individuals to take control of their finances, making it easier for them to manage unexpected expenses and improve their overall financial stability.

Walnut Insurance

Seed Round in 2022
Walnut Insurance is a technology company specializing in embedded insurance infrastructure for retailers, financial services providers, and consumer platforms. The firm enables businesses to seamlessly integrate insurance offerings into their products, addressing previous barriers to incorporation. By providing a core infrastructure and a wide array of insurance products, Walnut allows partners to deliver simple and convenient digital-first purchasing experiences. This approach enhances accessibility across various insurance types, including life and property & casualty, and empowers customers to secure coverage in minutes, thereby transforming the way insurance is integrated into everyday consumer experiences.

Big Rock Brewery

Post in 2022
Big Rock is a regional producer and marketer of specialty draught and packaged beer located in Calgary, Alberta, Canada. Big Rock is dedicated to the brewing of premium beers using only water, hops, yeast, and various combinations of malted barley and malted wheat. Big Rock products contain no preservatives or adjuncts. Rather than using pasteurization, which affects the flavour of the beer, all product is packaged after cold sterile filtration.

Lucero Energy

Post in 2022
Lucero Energy is an independent oil company that specializes in the acquisition, development, and production of oil-weighted assets in the Bakken and Three Forks formations located in the Williston Basin of North Dakota. The company is actively involved in consolidating interests in these regions, aiming to enhance its operational efficiency and resource extraction capabilities.

mCloud Technologies

Post in 2021
mCloud Technologies is a company focused on enhancing energy efficiency through the use of artificial intelligence and analytics. It aims to reduce energy waste and optimize energy production across critical infrastructure. The company's flagship platform, AssetCare, provides comprehensive asset management solutions tailored to three main sectors: smart facilities, power generation, and process industries such as oil and gas. By utilizing IoT sensors, mCloud collects data from connected assets and processes it in the cloud, applying AI and analytical tools to improve performance. The company also encompasses a range of operating subsidiaries that enhance its offerings with advanced IoT, AI, and mobile technologies, all integrated into the AssetCare ecosystem.

Pipestone Energy

Post in 2021
Pipestone Energy Corp is an oil and gas exploration and production company based in Western Canada, primarily focused on the Montney resource play in Alberta. The company is engaged in the responsible exploration, development, and production of oil and natural gas liquids, including condensate, pentane, butane, propane, and ethane, alongside natural gas. Pipestone Energy generates revenue through the sale of these commodities, leveraging its specialized assets and expertise in the condensate-rich Montney region.

High Tide

Post in 2021
High Tide Inc. is a vertically integrated company operating in the Canadian cannabis market, specializing in the design, manufacture, and distribution of cannabis accessories and alternative lifestyle products. The company also retails cannabis products through its network of stores. As of August 2020, High Tide operated 34 Canna Cabana retail locations across Ontario, Alberta, and Saskatchewan. Founded in 2009 and headquartered in Calgary, Canada, High Tide has established a diverse portfolio of subsidiaries, including RGR Canada Inc., Smoker's Corner Ltd., Famous Brandz Inc., Canna Cabana Inc., and the majority of KushBar Inc. The company's focus on retail and product development positions it as a significant player in the cannabis industry.

Athennian

Series A in 2021
Athennian is a developer of legal entity management software that streamlines contract operations by integrating essential services such as digital signatures and approval workflows in a single platform. The software automates entity management and facilitates document collaboration using various tools, allowing for efficient workflow management. Athennian also offers rapid migration services to assist clients in transitioning from legacy databases, enabling them to access comprehensive legal services and scale their corporate operations effectively.

Neo

Debt Financing in 2020
Neo Financial is a FinTech company that offers an array of banking and financial services designed for efficient money management. It provides a secure platform for spending, saving, and earning rewards. Neo's credit card, issued by ATB Financial, operates on the Mastercard network, allowing users to make purchases easily. Additionally, the Neo Savings account, backed by Concentra Bank, offers competitive interest rates and is protected by deposit insurance. The company focuses on delivering a seamless experience with no monthly fees or minimum balance requirements, enabling users to manage their finances with greater flexibility and security.

Athennian

Series A in 2020
Athennian is a developer of legal entity management software that streamlines contract operations by integrating essential services such as digital signatures and approval workflows in a single platform. The software automates entity management and facilitates document collaboration using various tools, allowing for efficient workflow management. Athennian also offers rapid migration services to assist clients in transitioning from legacy databases, enabling them to access comprehensive legal services and scale their corporate operations effectively.

The Valens Company

Post in 2020
The Valens Company is a biotechnology firm based in Kelowna, British Columbia, that specializes in the development and manufacturing of cannabinoid-based products. It offers a variety of extraction methods, including CO2, ethanol, hydrocarbon, solvent-less, and terpene extraction. The company's product lineup includes tinctures, capsules, beverages, and vape cartridges. Valens serves as a partner for both Canadian and international cannabis brands, providing services such as analytical testing and white-label product development. The company targets a diverse range of customers, including medical cannabis users, adult recreational users, and clients involved in clinical trials and research and development. Its operations are organized into segments that encompass cannabis operations, analytical testing, and corporate functions, with the majority of its revenue generated from cannabis operations.

Grow

Acquisition in 2019
Grow is an all-in-one real estate and fintech platform that provides technology and services to leading real estate agents and agencies across Asia and beyond. Founded in 2014, Grow has developed a suite of data-driven banking products and services, which include digital personal loans, instant customer onboarding, advanced data analytics, and real-time compliance and identification tools. In November 2019, the company was acquired by ATB Financial, further enhancing its capabilities in delivering innovative solutions for the financial sector. Through its comprehensive approach, Grow aims to empower real estate professionals and redefine the customer experience in banking.

Bar Country Cocktail

Pre Seed Round in 2018
BarCountry provides classic cocktails in a convenient, light weight and portable format. This company originated to cater the back country camping market but has since grown to cater any event or outing (picnics, social outings, dinner parties etc.).Company exists to promote healthy & active living by giving people a reward for leading hard working lives. All natural flavours, no preservatives, low sugar, low calories, low chance of being hungover.

SNDL

Debt Financing in 2018
SNDL is the liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, and Spiritleaf. SNDL is a licensed cannabis producer that uses state-of-the-art indoor facilities to supply wholesale and retail customers under a cannabis brand portfolio that includes Top Leaf, Sundial Cannabis, Palmetto, Spiritleaf Selects, and Grasslands.

Red Cup Distillery

Product Crowdfunding in 2016
Red Cup Distillery, founded in 2016 and located in Edmonton, Canada, specializes in the manufacture and distribution of natural whiskey. The distillery employs traditional methods, utilizing green malt, copper pot stills, and open fermentation techniques to produce its spirits. This approach ensures that the beverages are free from sugar and artificial additives, appealing to consumers seeking authentic liquor experiences.

KMC Mining

Private Equity Round in 2008
KMC Mining is a contract road builder mining company. KMC expanded its operations to include railroads, dams, mines and other major earthworks. KMC has an extensive fleet comprised of the most well-maintained and cost-efficient heavy mining equipment in the industry and is a leader in developing and promoting a safe workplace.

Rocky Mountain Soap Company

Seed Round in 1997
Rocky Mountain Soap Company, based in Canmore, Alberta, specializes in the manufacture and retail of toxin-free body and bath products. The company provides a diverse range of skincare and personal care items, including natural soap, body wash, shower gel, hand sanitizer, face masks, cleansing oil, body butter, sunscreen, shampoo, conditioner, and massage oil. By utilizing natural ingredients, Rocky Mountain Soap Company aims to help clients effectively nourish and care for their skin while promoting a commitment to health and sustainability.

ZayZoon

ZayZoon Inc., founded in 2014 and based in Calgary, Canada, provides an earned wage access platform that allows employees to access their earned wages before their scheduled payday. Through a user-friendly online interface and mobile application, employees can select the funds they need in advance, thereby alleviating financial stress and enhancing their financial well-being. By offering on-demand payment solutions, ZayZoon empowers individuals to take control of their finances, making it easier for them to manage unexpected expenses and improve their overall financial stability.

Ces Energy Solutions

Ces Energy Solutions is a oil and gas energy company located in Calgary.
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