Wells Fargo Capital Finance

Wells Fargo Capital Finance, established in 2002 and headquartered in San Francisco, California, is a division of Wells Fargo & Company that specializes in providing flexible and innovative financing solutions to mid-sized and large businesses. The firm offers a range of services including traditional asset-based lending, senior and junior secured financing, accounts receivable financing, factoring, and supply chain financing. Its client base encompasses various sectors such as manufacturing, wholesale, distribution, healthcare, government contracting, consumer products, retail, software and technology, energy, oilfield services, staffing, and transportation. With a strong focus on specific industries, Wells Fargo Capital Finance aims to meet the diverse financial needs of its clients both in the United States and internationally.

Michael Ackad

Senior Managing Director and Head of Technology Finance Group

Stewart Hayes

Senior Vice President, Lender Finance

Scott Ryan

Managing Director

39 past transactions

Targeted Lending

Debt Financing in 2025
Targeted Lending provides equipment financing services offering funding options for businesses. It also offers proprietary systems so users can track the status of their deals in real time.

Doman Building Materials Group

Post in 2025
Doman Building Materials Group is a prominent Canadian wholesale distributor specializing in building materials, home renovation products, and hardware. The company serves various sectors, including new home construction, home renovation, and the industrial market, supplying a diverse range of products to retailers, lumberyards, and home improvement centers. Doman's extensive product line includes structural, exterior, interior, and specialty items designed to meet the needs of builders and homeowners engaged in new construction, repair, and remodeling projects. Additionally, the company is involved in timber ownership and manages private timberlands and forest licenses, offering services such as agricultural post-peeling and wood pressure treating. Doman Building Materials Group operates primarily in Canada and the United States, emphasizing quality and value across all its offerings.

Doman Building Materials Group

Post in 2024
Doman Building Materials Group is a prominent Canadian wholesale distributor specializing in building materials, home renovation products, and hardware. The company serves various sectors, including new home construction, home renovation, and the industrial market, supplying a diverse range of products to retailers, lumberyards, and home improvement centers. Doman's extensive product line includes structural, exterior, interior, and specialty items designed to meet the needs of builders and homeowners engaged in new construction, repair, and remodeling projects. Additionally, the company is involved in timber ownership and manages private timberlands and forest licenses, offering services such as agricultural post-peeling and wood pressure treating. Doman Building Materials Group operates primarily in Canada and the United States, emphasizing quality and value across all its offerings.

Mountain Ridge Capital

Debt Financing in 2024
Founded in 2022, Mountain Ridge Capital is an asset-based lending firm based in Frisco, Texas. The firm provides revolving lines of credit and term loans and other financial solutions which include working capital, growth capital, expansion, supporting rapid growth, bridge funds, equipment finance, inventory finance, real estate finance, acquisitions, buyouts, debt refinance, exit finance, accounts receivable finance, balance sheet restructuring and trade finance among others.

Alpine Ridge Funding

Debt Financing in 2024
Alpine Ridge Funding provides factoring facilities to small and lower middle-market businesses by purchasing accounts receivable.

Targeted Lending

Debt Financing in 2024
Targeted Lending provides equipment financing services offering funding options for businesses. It also offers proprietary systems so users can track the status of their deals in real time.

Legacy Corporate Lending

Debt Financing in 2023
Legacy Corporate Lending is an independent asset-based lending company that specializes in providing financial solutions to middle market businesses, as well as private and public companies. The firm offers revolving lines of credit and term loan commitments, with transaction sizes reaching up to $40 million. Its lending products are secured by various assets, including accounts receivable, inventory, machinery and equipment, real estate, and intellectual property. By focusing on asset-based lending, Legacy Corporate Lending aims to support companies in their growth and operational needs.

Kurt Geiger

Debt Financing in 2023
Kurt Geiger Ltd. is a retailer specializing in luxury footwear and accessories for men, women, and children. Founded in 1963 and based in London, the company offers a diverse range of products, including shoes, bags, and accessories, available through both physical stores and online channels in the United Kingdom and internationally. Kurt Geiger boasts a portfolio that features distinct labels such as Kurt Geiger London, KG Kurt Geiger, Miss KG, and Carvela, each characterized by its unique design and craftsmanship. The brand emphasizes a blend of quality, style, and accessibility, showcasing products that capture London’s fashion ethos. With over 70 stores and more than 170 concessions in prestigious department stores worldwide, Kurt Geiger has established itself as a prominent name in the luxury fashion market, committed to fostering a diverse and inclusive fashion community.

Good Natured Products

Post in 2022
good natured is producing and distributing one of North America’s widest assortments of better everyday products made with the highest possible percentage of renewable, plant-based materials and no BPAs, phthalates or other chemicals of concern potentially harmful to human health and the environment. With a growing assortment of over 385 products and services, good natured creates eco-friendly home and business products, food packaging, restaurant/take-out containers, medical and industrial supplies designed to do good for the planet, good for human health and good for business by driving incremental sales, minimizing waste and reducing environmental impact, all bundled up in a fresh and approachable brand.

Drips

Debt Financing in 2021
Drips is an Ohio-based company founded in 2014 that specializes in an AI-powered platform designed to enhance customer engagement through conversational text messaging and scheduled calls. By employing a proprietary natural language processing model, Drips facilitates human-like messaging that effectively captures user intent and drives meaningful interactions. The platform's open API allows seamless integration with various marketing automation systems, dialers, and call center platforms, enabling businesses to optimize lead generation and conversion without the need for additional staffing or physical space. This innovative approach helps clients manage lead flow efficiently while reducing overall lead generation costs.

Salary.com

Private Equity Round in 2021
Salary.com remains the technology leader in providing employee compensation data, software, and services to enterprises, small businesses, and individuals. Their enterprise software helps companies manage their compensation expenditures with real-time, decision-ready data and analytical tools. The Salary.com website is one of the most widely recognized destinations for those seeking reliable information about employee pay levels and compensation-related best practices, trends, and policies. Cloud-based data and software combined with their professional services make the expertise of Salary.com's team of certified compensation professionals available to everyone - from the largest employers to small business owners and individuals - facilitating fast, accurate decisions that deliver superior results.

Verafin

Debt Financing in 2019
Verafin provides a cloud-based cross-institutional software platform for Fraud Detection and Management, BSA/AML Compliance and Management, High-Risk Customer Management, and Secure 314(b) Information Sharing. More than 2600 banks and credit unions use Verafin to effectively fight financial crime and comply with regulations. Leveraging its big data intelligence, visual storytelling, and collaborative investigation capabilities, Verafin significantly reduces false positive alerts, delivers context-rich insights, and streamlines the daunting BSA/AML compliance processes that financial institutions face today. Verafin is the exclusive provider for Texas Bankers Association, Western Bankers Association, Florida Bankers Association, Illinois Bankers Association, Massachusetts Bankers Association, and CUNA Strategic Services, with industry endorsements in 47 U.S. states.

Brooks Brothers Group

Debt Financing in 2019
In 1818, Henry Sands Brooks founded Brooks Brothers, the first ready-to-wear fashion emporium in America. Since then, they are proud to have become an institution that has shaped the American style of dress through fashion innovation, fine quality, personal service, and exceptional value in their products.

Strata Worldwide

Debt Financing in 2019
Founded in 1992 and headquartered in Atlanta, Georgia, USA, Strata Worldwide is a leading global provider of products, services and technologies that promote a higher level of safety in the mining and energy sectors. Strata offers differentiated mining products such as engineered secondary roof supports, coal mining ventilation control and emergency refuge chambers. It specializes in advanced safety technologies including completely wireless underground communications, tracking and atmospheric monitoring, as well as proximity detection systems that operate both underground and on the surface. Strata’s mission is to provide products and services that keep working environments both safe and productive. Their core values are to listen to customer requirements, tailor solutions to meet their needs, and provide unmatched service and support throughout the entire business process. Over the course of 24 years, they have established a large customer base built on trust by providing proven and reliable products, high quality service and timely customer support.

HomeBase

Debt Financing in 2018
HomeBase is a home improvement and garden retailer that offers products for painting and decorating, plants, garden tools and accessories. Founded in 1979, Homebase is one of the UK’s leading home improvement and garden retailers. The company operates 249 stores across the UK and Ireland (as at 31 May 2018), employing 11,500 people throughout its store estate, distribution centres and support offices.

Sharecare

Debt Financing in 2017
Sharecare, Inc. is a digital health company that offers an online health and wellness engagement platform aimed at helping individuals manage their health comprehensively. Founded in 2009 and based in Atlanta, Georgia, Sharecare connects users to a variety of health resources and programs, allowing them to unify and navigate their health journey seamlessly. The platform features tools such as YOU, which provides visual context for understanding health conditions, and AskMD, a symptom checker offering personalized guidance. Sharecare's solutions encompass areas including chronic disease management, mental health, and preventive care, making it easier for users to engage with their health on a daily basis. By fostering a supportive environment for individuals, healthcare providers, and organizations, Sharecare promotes positive behavior change and enhances access to quality care.

Chewy

Debt Financing in 2017
Chewy, Inc. is a leading online retailer in the United States specializing in pet-related products. Founded in 2010 and headquartered in Dania Beach, Florida, the company offers a wide range of items, including pet food, treats, medications, and supplies for various animals such as dogs, cats, fish, birds, small pets, horses, and reptiles. Chewy's extensive inventory features approximately 60,000 products sourced from around 2,000 partner brands. In addition to e-commerce sales, Chewy provides pharmacy services, including over-the-counter and prescription medication fulfillment. The company achieved significant growth, generating $11.2 billion in sales in 2023. Chewy operates through its retail website and mobile applications, making it convenient for pet owners to access a comprehensive selection of pet care products and services. Chewy is a subsidiary of PetSmart, Inc.

Conifex Timber

Post in 2017
Conifex and its subsidiaries' primary business currently includes timber harvesting, reforestation, forest management, sawmilling logs into lumber and wood chips, and value added lumber finishing and distribution. Conifex's lumber products are sold in the United States, Chinese, Canadian and Japanese markets. Conifex has expanded its operations to include bioenergy production following the commencement of commercial operations of its power generation facility at Mackenzie, British Columbia.

Upland BlueVenn

Post in 2016
Upland is a cloud-based enterprise technology tool that helps businesses communicate with clients on key digital channels. The Upland Cloud gives millions of businesses the ability to automate crucial document workflows, manage projects and IT budgets, communicate with customers on important digital channels, and improve sales force effectiveness. The UplandOne platform, which puts consumers at the center of all they do, and a 100% dedication to customer success underpin the Upland Cloud. Upland is based in Austin, Texas, and was established in 2010.

sPower

Debt Financing in 2016
sPower is an independent power producer (IPP) which owns and/or operates more than 150 utility and distributed electrical generation systems across the US and the UK. The company is headquartered in Salt Lake City with offices in San Francisco, Long Beach and New York City, With 6.7GW between operating, construction and pipeline, sPower is actively buying select utility-scale renewable assets in virtually any stage of development in the United States.

CDI

Post in 2015
Headquartered in Philadelphia, CDI Corp. (NYSE: CDI) is a leading provider of engineering and information technology outsourcing solutions and professional staffing. Its operating units include CDI Engineering Solutions, CDI IT Solutions, CDI AndersElite Limited, and Management Recruiters International, Inc. With offices throughout North America as well as joint ventures in Kuwait and Mexico, the CDI Engineering Solutions division provides engineering outsourcing, project management and professional services to Global 1000 clients in the aerospace, government services, infrastructure, life sciences and process & industrial markets.

Wave

Debt Financing in 2015
Wave is a leading provider of video, internet and phone services on the West Coast, serving customers in communities in Washington, Oregon, and California. Wave, founded in 2003, is part of WaveDivision Holdings, LLC, which currently serves over 455,000 residential and business customers in Washington, Oregon, Sacramento, and the San Francisco Bay Area. WaveDivision Holdings is headquartered in Kirkland, Washington. Owned and operated by local industry leaders, WaveDivision Holdings supports its customers with decades of cable know-how. Its mission is to provide 100% of its cable systems with the latest technologies and upgrades including high-speed internet, digital cable, home phone service, international programming, DVR, HDTV, and TV On Demand services.

CAN Capital

Debt Financing in 2015
CAN Capital provides capital to small and medium-sized businesses, using its own real-time platform and risk-scoring models. Its Daily Remittance Platform allows lenders to access the daily cash flows of borrowers, and collect daily remittances from them. The platform gives lenders a window into their customers’ daily business, and relies on payment processors to split the settlement of card transactions between the small business and its bank. CAN Capital, Inc. was formerly known as Capital Access Network, Inc. and changed its name to CAN Capital, Inc. in December 2013. The company was founded in 1998 and is based in New York, United States.

Ice Mobility

Debt Financing in 2015
Ice Mobility is a national distributor of wireless products based in Lincolnshire, Illinois, established in 2014. The company specializes in providing supply chain solutions and logistics services for manufacturers, carriers, and retailers. Ice Mobility offers a range of services, including planning, procurement, marketing, and both forward and reverse logistics. By leveraging real-time supply chain planning tools, the company enhances distribution flexibility and efficiency, ensuring timely delivery of handsets and accessories to retail locations and direct to consumers. These comprehensive services enable retailers of all sizes to optimize their operations and maximize sales of wireless products.

Acme

Debt Financing in 2015
Acme is a wholesale rental company that provides earth-moving equipment including excavators, wheel loaders, crawler carriers, and compactors. Acme Lift's products include GPS units for real-time tracking by the Acme team, ensuring accurate equipment availability, usage, and billing. It also handles rentals, transportation, and invoicing, giving customers a single point of contact and seamless communication.

Battlecat Oil & Gas

Private Equity Round in 2014
Battlecat Oil & Gas, LLC is a private independent exploration, production and development company focused on applying our “unconventional” experience to develop reservoirs with similar reservoir characteristics as those we have been so successful with in south Texas.

Xzeres

Post in 2014
XZERES designs, manufacture, and distributes high quality distributed small wind turbines (2.4kW -10kW). XZERES Wind offers wind energy solutions. Its grid-connected and off-grid wind turbine systems, which consist of 2.4kW and 10kW devices and related equipment, are utilized for electrical power generation for applications and markets such as residential, micro-grid based rural electrification, agricultural, small business, rural electric utility systems, as well as other private, corporate infrastructure and government applications. Its wind turbine systems are focused on distributed energy, where a specific machine's energy output is largely or entirely used on-site where the equipment is installed, as well as grid-connected applications. While many of its customers take advantage of their local net-metering rules within the United States and Feed-In Tariffs that are often available in Europe and Internationally (to sell power back to the grid), their wind power systems are not dependent on transmission needs to carry the energy produced to another location.

CHARLES & COLVARD

Post in 2014
Charles & Colvard, Ltd. is the sole source worldwide for moissanite, a unique created gemstone with exceptional brilliance, fire, luster, durability, and rarity like no other gemstone available on the market. Our strategy is to establish reputable, high-quality, and sophisticated brands and to position moissanite as an affordable, luxurious alternative to other gemstones, such as diamond. We sell loose moissanite gemstones and finished jewelry at wholesale to distributors, manufacturers, and retailers and at retail to end consumers through our wholly owned operating subsidiaries Moissanite.com, LLC and Charles & Colvard Direct, LLC.

ENTREC

Post in 2014
ENTREC is a leading provider of heavy lift and heavy haul services with offerings encompassing crane services, heavy haul transportation, engineering, logistics and support. ENTREC provides these services to the oil and natural gas, construction, petrochemical, mining and power generation industries.

Augustus Energy Partners

Private Equity Round in 2014
Augustus Energy Partners, LLC provides oil and gas exploration services. The company engages in acquisition and development of oil and gas properties in the Rocky Mountain and mid-continent regions. Augustus Energy Partners, LLC was incorporated in 2006 and is based in Billings, Montana.

Kitara Media

Post in 2013
Ascend Acquisition Corp. obtained the written consent from holders of a majority of its then outstanding common stock to change its name to “Kitara Media Corp.” Kitara Media is a transparent behavioral network that combines advanced targeting, and performance with site by site reporting, allowing advertisers to identify and track a desired audience on an unprecedented level. Kitara Media offers state of the art demographic, behavioral, chronographic & geographic capabilities across a network of global publishers to ensure your message is delivered to the right audience in a transparent environment.

Accela

Debt Financing in 2013
Accela is a provider of cloud-based software solutions tailored for government organizations, enabling them to enhance community development and streamline operations. Founded in 1981 and headquartered in San Ramon, California, the company specializes in regulatory management software that assists state, county, and municipal governments in various critical functions such as permitting, planning, licensing, and public health. Accela’s platform automates workflows, tracks data, and manages information related to asset management and emergency response, ultimately promoting efficiency, transparency, and improved citizen engagement. By offering comprehensive tools for managing government services, Accela supports the growth of businesses and the protection of citizens, contributing to the overall vitality of communities worldwide.

Harry and David

Debt Financing in 2013
We’re a leading gourmet gift company and a top 100 Internet Retailer with a reputation for quality. In 1934, brothers Harry and David turned their extraordinary Royal Riviera® Pears into the perfect holiday gift. To this day, we offer a wide variety of quality handpacked gift baskets and towers, fresh fruit gifts, gourmet treats, chocolate gifts and business gifts for every occasion. Our gifts are available online, in stores and catalogs, and through select retail partners. Shipped to arrive on time, in perfect condition. Guaranteed.

MidCap Financial

Debt Financing in 2012
MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. As of January 2015, MidCap Financial has over $3 billion of commitments under management. Since our founding in 2008, we have been working with management teams and sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with over $160B of assets under management (as of January 2015), providing market leading industry expertise, market reach, and financing synergies.

MidCap Financial

Debt Financing in 2010
MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. As of January 2015, MidCap Financial has over $3 billion of commitments under management. Since our founding in 2008, we have been working with management teams and sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity. MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with over $160B of assets under management (as of January 2015), providing market leading industry expertise, market reach, and financing synergies.

Rocket Software

Debt Financing in 2004
Rocket Software, Inc. is a provider of enterprise software solutions that focuses on IT modernization and automation services. Established in 1990 and headquartered in Waltham, Massachusetts, the company offers a wide range of products including application lifecycle management, business intelligence, data migration, enterprise performance management, and mainframe modernization. It serves numerous industries, such as automotive, healthcare, finance, and technology, providing tools and services that help businesses optimize their infrastructure, data, and applications. Additionally, Rocket Software offers training, technical support, and professional services to help clients navigate complex IT challenges and enhance their operational capabilities. With a global presence across North America, Europe, and the Asia-Pacific region, Rocket Software is committed to delivering innovative solutions tailored to meet the evolving needs of its diverse customer base.

ShareBuilder

Series C in 2000
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