Fifth Third Bank

Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio, and was founded in 1857. The bank operates four main business segments: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management. It offers a comprehensive range of services, including personal banking, checking and savings accounts, credit and debit cards, as well as various loan products such as mortgages and vehicle financing. Additionally, Fifth Third provides investment and wealth management services, student loans, telephone and internet banking, business banking solutions, merchant services, and treasury management. Through these services, the bank aims to meet the diverse financial needs of both individual and business clients.

Melina Audinelle

Managing Director, Investment Banking and M&A Advisory

Richard Brooks

Managing Director

David Call

Regional President

Steven Ellis

Managing Director

Greg Fisher

Managing Director, Corporate Development

Ross Florey

Team Lead and Vice President

Kimberly Halbauer

Regional President (Kentucky)

Casey Jones

Managing Director, Healthcare Corporate Banking

Randy Koporc

Executive Vice President, Regional President and CEO

Brittney Martin

Vice President, Treasury Management, Financial Institutions

Daniel Moss

Senior Vice President

Scott Silvas

Market President, Texas

Jeremy Viltro

Senior Vice President and Line of Business CFO

65 past transactions

Doral Renewables

Funding Round in 2025
Doral Renewables is a joint venture between Doral Group Renewable Energy Resources and Clean Air Generation, focused on developing utility-scale renewable energy projects. The company engages in all phases of project development, including site selection, permitting, construction, and operation. Doral Renewables aims to enhance the share of renewable energy in the national grid, thereby fostering energy independence and addressing climate change. By concentrating on solar, wind, and energy storage projects, the company seeks to provide sustainable energy solutions that yield significant cost savings for households while simultaneously creating jobs and investing in local communities.

Cutting Edge Media Music

Debt Financing in 2024
Cutting Edge Media Music is an international provider specializing in music for the film, television, video game, and advertising industries. The company offers a range of services, including publishing, label management, and marketing, tailored to meet the needs of studios, independent producers, and global brands. Cutting Edge Media Music is known for its ownership of intellectual property in some of the most recognized media franchises, allowing it to enhance the value of music within various content. By working closely with content owners, the company provides both investment capital and music services, establishing itself as an expert in the intersection of music and media.

Formetco Incorporated

Debt Financing in 2024
Formetcoorporated is a marketing and advertising company providing led digital billboards and safety equipment.

Lincoln Educational Services Corporation

Post in 2024
Lincoln Educational Services Corporation offers career-oriented post-secondary education services to high school graduates and working adults across the United States. The company operates through three main segments: Transportation and Skilled Trades, Healthcare and Other Professions, and Transitional. It provides a variety of programs, including associate degrees, diplomas, and certificates in fields such as automotive technology, skilled trades like welding and HVAC, healthcare services including nursing and dental assisting, and culinary arts. Lincoln operates 22 campuses in 14 states under several brand names, including Lincoln Technical Institute and Lincoln Culinary Institute. The institution emphasizes hands-on training and technical skill development to prepare students for in-demand careers. Founded in 1946 and headquartered in West Orange, New Jersey, Lincoln Educational Services aims to transform students' lives and contribute to community value through high-quality education and training.

SB Energy

Debt Financing in 2023
SB Energy is a power generation company focused on renewable energy services. The company specializes in providing flexible renewable energy solutions at scale, contributing to the global transition towards sustainable energy. By prioritizing environmental benefits, SB Energy aims to support its customers and communities while promoting a cleaner and more sustainable future.

Mammoth Energy Services

Post in 2023
Mammoth is an integrated, growth-oriented oilfield service company serving companies engaged in the exploration and development of North American onshore unconventional oil and natural gas reserves.

ATN International

Post in 2023
ATN International provides wireless and wireline telecommunications services in North America and the Caribbean. The company offers wireless voice and data services to retail customers in Guyana and Bermuda, as well as provides wholesale wireless voice and data roaming services to national, regional, and local wireless carriers in rural markets located principally in the southwest and lower midwest United States. It also offers domestic wireline local and long distance telephone services in Guyana; facilities-based integrated voice and data communications services to residential and business customers in New England primarily in Vermont; wholesale transport services in New York; and Internet access services in the U.S. Virgin Islands. In addition, Atlantic Tele-Network provides international voice and data communications into and out of Guyana through fiber optic cables. The company was founded in 1987 and is headquartered in Salem, Massachusetts.

WH Smith

Post in 2023
WH Smith is a British retailer renowned for its extensive chain of shops located in high streets, railway stations, airports, hospitals, and motorway service areas. Founded in 1972 and headquartered in Swindon, Wiltshire, the company operates primarily through two segments: travel and high street. The travel segment consists of 586 units, catering to the needs of travelers by offering a curated selection of products, including food, drinks, publications, books, and tech accessories. The high street segment features a diverse range of items, such as stationery, books, newspapers, magazines, and confectionery, with seasonal trading peaks during Christmas, Easter, and the back-to-school period in late summer. WH Smith is recognized as the first chain store company in the world and played a pivotal role in the development of the ISBN book catalog system.

Rize

Acquisition in 2023
Rize creates customer-centric financial solutions for fintechs, incumbents, and non-financial brands. Rize was founded on October 4, 2015.

Big Data Healthcare

Acquisition in 2023
Big Data Healthcare specializes in enhancing operational efficiency within the healthcare sector through advanced automation solutions. Their primary product, FUSE, is designed to streamline revenue cycle management by eliminating the manual reconciliation of remittances to deposits and the manual posting of payments into electronic medical records or practice management systems. By automating these processes, Big Data Healthcare enables healthcare providers to reduce administrative costs, improve financial outcomes, and accelerate access to working capital, ultimately supporting their long-term financial sustainability and enhancing overall healthcare results.

Flagship Healthcare Trust

Debt Financing in 2022
Flagship provides a full range of real estate services, including “investment and capital solutions; development, property sales, leasing, and marketing; and facilities, property, and asset management.”

Tricolor Holdings

Debt Financing in 2022
Tricolor Auto is the largest distributor of used vehicles in the Dallas-Fort Worth, Houston, Austin, San Antonio, Odessa, and Corpus Christi areas, offering a wide selection of cars, trucks, vans, and SUVs in excellent condition. The company operates as a Community Development Financial Institution, utilizing AI-powered technology to enhance financial inclusion. Tricolor provides a unique online customer journey that allows individuals with limited or no credit history to access affordable credit-building auto loans. By offering in-house financing with low installment payment options, Tricolor enables customers without high credit scores, social security numbers, or driver's licenses to purchase quality vehicles. Through its services, Tricolor Auto aims to improve the lives of underserved communities and help them secure a better future.

Aircastle

Debt Financing in 2022
Aircastle Limited, founded in 2004 and based in Stamford, Connecticut, specializes in the acquisition, leasing, financing, and management of commercial flight equipment for airlines globally. The company operates a portfolio that includes modern, operationally efficient jets, which it leases to a diverse customer base. As of 2019, Aircastle's fleet comprised 287 aircraft leased to 85 lessees across 49 countries. The company's focus on high-utility commercial jets enables it to serve a wide range of airline customers, enhancing its presence in the aviation sector. In March 2020, Aircastle became a subsidiary of Marubeni Corporation, further integrating its operations within a larger corporate structure.

Dividend Finance

Acquisition in 2022
Dividend Finance is a national provider of financing solutions focused on renewable energy and energy efficiency, catering to both homeowners and commercial property owners. Established in 2014, the company pioneered residential solar financing with its EmpowerLoan™ product, which facilitates the financing of solar installations. Dividend offers a comprehensive suite of financial products, including residential solar loans, home improvement loans, and Property Assessed Clean Energy (PACE) financing. Additionally, the company operates an online lending platform that connects homeowners, installers, and financial investors, streamlining the process for acquiring clean energy financing. This platform not only enhances the financing experience but also supports the growth of sustainable energy practices by enabling customers to upgrade their homes and reduce overall energy consumption.

Grasshopper Solar

Debt Financing in 2021
Grasshopper is a long-time advocate of green energy, with the conviction it will simply make our province a better place for families to live, work and grow. they have provided energy solutions to homeowners, farmers, municipalities, school boards, and large corporations. At Grasshopper, they’re here to address your specific needs. Their team understands a solar project requires the interconnection of key individuals with the ability to materialize the economic, environmental and social advantages of this elegant technology. They’re committed to providing you with a customized solution and exceptional customer service from start to finish.

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.

Phillips Edison & Company

Debt Financing in 2021
Phillips Edison & Company is a leading real estate investment trust that specializes in owning and operating grocery-anchored shopping centers across the United States. With a diverse portfolio of well-occupied neighborhood shopping centers, the company features a mix of national and regional retailers that provide essential goods and services in strong demographic markets. Its vertically-integrated operating platform enables effective acquisition, leasing, and management of properties, which contributes to its strong operational performance. As of September 2020, the company managed 309 properties, including 283 wholly-owned centers encompassing approximately 31.7 million square feet. With over 29 years of experience, Phillips Edison & Company is dedicated to enhancing the shopping experience and positively impacting the communities it serves.

Provide

Acquisition in 2021
Provide, Inc. is a financial software company that specializes in offering tailored solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and headquartered in San Francisco, California, the company provides a range of services including lending, business bank accounts, and insurance. This focus on the unique financial needs of healthcare providers reflects the company's commitment to supporting these essential professionals, particularly in challenging times such as the global pandemic. Previously known as Lendeavor, Provide aims to enhance the financial management capabilities of its users through innovative software solutions.

Provide

Series A in 2020
Provide, Inc. is a financial software company that specializes in offering tailored solutions for dentists, veterinarians, and healthcare professionals. Founded in 2013 and headquartered in San Francisco, California, the company provides a range of services including lending, business bank accounts, and insurance. This focus on the unique financial needs of healthcare providers reflects the company's commitment to supporting these essential professionals, particularly in challenging times such as the global pandemic. Previously known as Lendeavor, Provide aims to enhance the financial management capabilities of its users through innovative software solutions.

Steady

Series B in 2020
Steady removes barriers to earn through its income intelligence that supports over 3 million hourly, 1099 and mixed-earners in earning more, an average of over $5,500 per year. Steady's view of income also applies its technology for purposes of income measurement that fills the wage data gap for public and private sector entities that service this worker population in areas such as the administration of public sector benefits. Steady was founded in 2017.

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.

Health iPASS

Venture Round in 2020
Health iPASS is redefining the patient revenue cycle by improving the patient experience from appointment to payment. Health iPASS helps providers promote price transparency, build trust, and increase their operating income by simplifying the check-in process and streamlining both time-of-service and residual balance patient payments through an innovative, multi-channel software solution. Our patient friendly system supports 850+ payers, 90+ practice management systems and is payment processor-agnostic. Many providers have realized 90-95% patient net collection rates, slashed denials by over 50%, and have significantly reduced cost and time to collect.

DadeSystems

Series D in 2019
DadeSystems, LLP specializes in developing payment processing software solutions, particularly focused on cash application automation. Its flagship product, DadePay, is a SaaS-based platform that automates the complex invoice-to-cash process, efficiently capturing incoming payments through various channels such as cash, checks, ACH, EFT, and credit cards. DadePay employs advanced algorithms to match payments to open invoices, ensuring that updates are reflected in ERP systems and facilitating electronic deposits at banks. The suite includes additional features like DadePay Mobile for mobile payment matching and a customer ePayment portal. DadeSystems serves a diverse range of industries, including manufacturing, healthcare, retail, and financial institutions, helping them improve efficiency, reduce processing costs, and enhance customer payment experiences. Founded in 2011 and based in Miami, Florida, DadeSystems aims to streamline cash flow and automate accounts receivable processes for its clients.

DSD Renewables

Venture Round in 2019
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.

Quadient Accounts Receivable by YayPay

Series A in 2018
Quadient Accounts Receivable by YayPay is an automated AR platform that streamlines the entire credit-to-cash process for B2B companies. Save time prepping/chasing invoices & get paid faster! Our AI capabilities help you predict payor behavior, intelligently automate invoicing & collection communications, & determine customer credit. Our secure statement portal gives your customers more visibility/flexibility for faster payments, & we seamlessly integrate with your ERP, CRM & accounting systems.

Franklin Street Partners

Acquisition in 2018
Franklin Street Partners, Inc. is a privately owned investment management firm based in Chapel Hill, North Carolina, founded in 1990. The firm specializes in providing investment advisory, wealth management, and investment management services tailored to high net-worth individuals, foundations, corporations, and institutional investors. Its offerings encompass a range of services, including tax management, asset allocation, trust services, family education, legacy and philanthropic planning, charitable trusts, and retirement plan services. The firm is managed by an executive team and operates as a Registered Investment Adviser, ensuring compliance with regulatory standards.

MB Financial Bank

Acquisition in 2018
MB Financial, Inc. is a bank holding company headquartered in Chicago, Illinois, primarily serving small and middle market businesses and individuals in the Chicago metropolitan area. The company operates through three main segments: Banking, Leasing, and Mortgage Banking. The Banking segment offers a variety of commercial banking products, including working capital loans, accounts receivable financing, and real estate loans, as well as treasury management services and retail banking solutions. The Leasing segment provides lease originations for equipment across various industries, while the Mortgage Banking segment specializes in originating and servicing residential mortgage loans. With approximately 87 banking offices and 119 ATMs, MB Financial aims to meet the diverse financial needs of its clients. Founded in 1911, the company has established itself as a significant player in the local financial services market.

DadeSystems

Corporate Round in 2018
DadeSystems, LLP specializes in developing payment processing software solutions, particularly focused on cash application automation. Its flagship product, DadePay, is a SaaS-based platform that automates the complex invoice-to-cash process, efficiently capturing incoming payments through various channels such as cash, checks, ACH, EFT, and credit cards. DadePay employs advanced algorithms to match payments to open invoices, ensuring that updates are reflected in ERP systems and facilitating electronic deposits at banks. The suite includes additional features like DadePay Mobile for mobile payment matching and a customer ePayment portal. DadeSystems serves a diverse range of industries, including manufacturing, healthcare, retail, and financial institutions, helping them improve efficiency, reduce processing costs, and enhance customer payment experiences. Founded in 2011 and based in Miami, Florida, DadeSystems aims to streamline cash flow and automate accounts receivable processes for its clients.

CommonBond

Series D in 2018
CommonBond, Inc. is an online lending platform based in New York that specializes in student loans for higher education in the United States. Established in 2011, the company offers refinancing and financing options for undergraduate and graduate student loans, as well as parent PLUS and MBA loans. CommonBond provides fixed and variable rate products to help students refinance existing loans after graduation or finance their MBA studies. Additionally, it features a product called SmartSave, which allows customers to transfer savings from loan refinancing into a wealth-generating cash account. The company also assists businesses in managing their employees' student loan debt, aiming to alleviate the financial burden of student loans for individuals and organizations alike.

Supplies Wholesalers

Debt Financing in 2018
Supplies Wholesalers (SW) is one of the largest and fastest growing wholesalers of compatible ink and toner products in the industry today offering thousands of unique product sku’s & with 3 warehouses now, we can service 90% of the US in just 1-2 days via UPS Ground.

Greenbacker Renewable Energy Company

Debt Financing in 2018
Greenbacker Renewable Energy Company is a publicly registered, non-traded limited liability company that owns and operates a diversified portfolio of income-producing renewable energy power plants, energy efficiency projects and other sustainable investments.

Current

Series A in 2017
Current is a consumer fintech banking platform dedicated to enhancing financial access for everyday Americans. The company focuses on developing integrated solutions that address the barriers preventing individuals from achieving their financial goals. With a commitment to simplifying the banking experience, Current aims to empower users to build a more secure financial future. The platform is supported by notable investments from various firms, reflecting its potential impact in the fintech space.

NRT Technology

Venture Round in 2017
NRT Technology Corp. (NRT) provides the most innovative payment processing, cash handling and cash management products, services and solutions in the casino industry. NRT’s world-class payment processing (cash access) solution, Centre Payment Systems™ (CPS )connects to all financial institutions, giving your casino patrons instant access to ATM, credit card cash advance, POS Debit, Dynamic Currency Conversion and Check Cashing Services at the cage and kiosk, all in one fully integrated package. NRT also provides turnkey applications for jackpot redemption, ticket redemption as well as other cash handling related applications.

Epic Insurance Solutions

Acquisition in 2017
Epic Insurance Solutions Agency operates as an insurance agency. It offers personal insurance lines that cover household, business, and recreational needs, such as homeowners, condominium, tenant/renter, mobile home, scheduled items (artwork, jewelry, furs, etc.), RVs motorcycles, automobile, boats, life, disability, long term care, and personal umbrella/excess liability; and professional insurance solutions in the areas of property, general liability, automobile and fleet coverage, workers' compensation, professional liability, medical professional liability, products liability, umbrella/excess liability, business interruption, Internet liability/E-Commerce/cyber-liability, bonds, crime insurance (employee dishonesty), and directors and officers insurance to business and professional clients.

Quadient Accounts Receivable by YayPay

Venture Round in 2017
Quadient Accounts Receivable by YayPay is an automated AR platform that streamlines the entire credit-to-cash process for B2B companies. Save time prepping/chasing invoices & get paid faster! Our AI capabilities help you predict payor behavior, intelligently automate invoicing & collection communications, & determine customer credit. Our secure statement portal gives your customers more visibility/flexibility for faster payments, & we seamlessly integrate with your ERP, CRM & accounting systems.

GA Telesis

Debt Financing in 2017
GA Telesis, LLC is a global commercial aviation company that specializes in maintenance services and the distribution of products for the aerospace industry. The company offers a wide range of aircraft systems, navigation equipment, hydraulic actuation systems, engines, and related supplies, alongside maintenance, repair, overhaul, and inventory support services. Its financial services include asset management, fleet value maximization, and inventory solutions. GA Telesis also purchases outgoing fleets and spare engines, providing lease-back solutions and consulting services for aircraft transition strategies. The company delivers leasing options such as short-term and long-term leases and offers consignment, repair, and remarketing services. With a diverse clientele that includes major airlines and aircraft manufacturers, GA Telesis operates facilities in the United States, Canada, the United Kingdom, Finland, and China, ensuring timely communication and service delivery across six continents. Founded in 2002 and headquartered in Fort Lauderdale, Florida, the company is recognized for its extensive inventory and commitment to excellence in the aviation sector.

R.G. McGraw Insurance Agency

Acquisition in 2017
R.G. McGraw Insurance Agency, Inc., founded in 1955 and based in Cincinnati, Ohio, specializes in property and casualty insurance brokerage services for personal and commercial clients. The agency caters to a diverse clientele, including businesses, public institutions, and high net worth individuals. It is recognized for its ability to provide cost-effective coverage solutions tailored to meet clients' risk management, asset protection, and employee health benefit requirements. As a subsidiary of Fifth Third Insurance Agency, R.G. McGraw Insurance Agency also offers actuarial, underwriting, and claims processing services, further enhancing its ability to address clients' comprehensive risk management needs.

ApplePie Capital

Series B in 2016
ApplePie Capital is an alternative financing software platform designed for franchise businesses. Its franchise loan marketplace enables entrepreneurs to efficiently obtain financing to start or expand their franchise business. ApplePie Capital enables investors to earn attractive fixed-income returns with established franchise brands they know and trust. The company was founded in 2013 and headquartered in San Francisco, California.

AvidXchange

Series E in 2016
AvidXchange, Inc. is a leading provider of accounts payable and payment automation software tailored for midsize businesses across various industries, including healthcare, construction, and real estate. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange offers a comprehensive suite of solutions, including software for purchase orders, invoice management, and payment processing. The company processes over $140 billion in transactions annually through a network of more than 680,000 suppliers, serving approximately 6,000 customers in North America. With a workforce of 1,500 employees and additional offices in several states, AvidXchange continues to innovate and streamline financial operations for its clients, establishing itself as a prominent player in the fintech sector.

GreenSky

Private Equity Round in 2016
GreenSky, Inc. is a technology company based in Atlanta, Georgia, that specializes in point-of-sale financing and payment solutions for merchants, consumers, and banks. Founded in 2006, GreenSky employs a proprietary technology infrastructure that streamlines the transaction lifecycle, encompassing credit applications, underwriting, and real-time allocation to banking partners. The company provides paperless solutions that enhance the user experience in payments and credit, facilitating loans primarily for home improvement and healthcare services. With partnerships among numerous large banking institutions, GreenSky has funded over 12 billion dollars in loans for more than 1.7 million customers, offering an accessible mobile app for loan management. Its services target consumers with prime to prime-plus credit, presenting an alternative to traditional credit cards for smaller loan amounts.

Transactis

Series E in 2016
Transactis, Inc. specializes in Software-as-a-Service (SaaS) solutions for electronic bill presentment and payment, primarily serving businesses in the United States. The company offers BillerIQ, a cloud-based platform that allows businesses to send electronic bills and invoices while facilitating payments through online, phone, and mobile channels. Additionally, Transactis provides DocumentIQ, a digital document management solution that helps organizations manage and store documents electronically. Its services cater to various sectors, including financial services, healthcare, utilities, education, and retail, among others. Transactis operates through a reseller network that includes financial institutions and technology companies, positioning itself as a comprehensive partner by providing sales, marketing, and operational support to enhance resellers' offerings. The company adheres to stringent regulatory standards, ensuring compliance with industry requirements. Founded in 2001 and headquartered in New York, Transactis operates as a subsidiary of Mastercard Incorporated.

Nelson-Miller

Debt Financing in 2015
Nelson-Miller designs, manufactures and sources customized membrane switches, nameplates, touch screens, keypads, and other user-interface and product identification solutions. The Company often provides the complete product design and full manufacturing for its customers. The products are typically used by product and equipment manufacturers primarily in the healthcare, industrial, aerospace and consumer industries.

Rubicon

Series C in 2015
Rubicon is a digital marketplace for waste and recycling. They provide innovative software-based products for businesses and governments. They focus on developing software solutions that bring new transparency to the waste and recycling industry, encouraging customers to make data-driven decisions that lead to more efficient and effective operations as well as more sustainable outcomes.

Hygea Holdings

Debt Financing in 2015
Hygea Holdings Corp. operates a network of multidisciplinary integrated medical group practices primarily focused on primary care in Florida. The company manages a network of healthcare management service organizations that coordinate medical care for patients enrolled in various managed care health plans. Its independent physician association includes approximately 1,600 physicians across 76 medical specialties, ensuring a broad range of healthcare services. Additionally, Hygea utilizes an electronic medical records and practice management system to facilitate integrated patient record management. Founded in 2007, the company is headquartered in Doral, Florida.

Rubicon

Series B in 2015
Rubicon is a digital marketplace for waste and recycling. They provide innovative software-based products for businesses and governments. They focus on developing software solutions that bring new transparency to the waste and recycling industry, encouraging customers to make data-driven decisions that lead to more efficient and effective operations as well as more sustainable outcomes.

HubLogix

Convertible Note in 2014
HubLogix is a cloud-based software solution designed to streamline logistics processes for online retailers throughout the order lifecycle. By integrating with major e-commerce platforms such as Channel Advisor, Magento, Shopify, and Amazon, HubLogix connects inventory management services with third-party logistics providers and distributors. This integration allows retailers and branded manufacturers to efficiently manage inventory, automate order processing, and receive shipment updates, ensuring a smooth transition from cart to doorstep. The platform aims to enhance operational flexibility and improve overall efficiency in e-commerce logistics.

ShareThis

Series C in 2014
ShareThis, Inc. is a technology company that specializes in developing a social data platform aimed at enhancing consumer engagement and content sharing for publishers, advertisers, and data-driven businesses. Founded in 2004 and headquartered in Palo Alto, California, ShareThis offers a suite of tools that enable real-time processing of first-party data, allowing users to drive engagement, optimize content, and personalize experiences across various digital channels. The company's offerings include share buttons for multiple social media platforms, reaction buttons, and tools for Social A/B testing to improve content effectiveness. Additionally, ShareThis provides a Real-Time Marketing Engine that helps brands activate their audiences across different screens and digital formats. By analyzing user behavior across millions of global domains, ShareThis synthesizes social share, interest, and intent data to deliver actionable insights for customer targeting and acquisition. The company also maintains offices in several key U.S. cities, including Chicago, New York City, Boston, and Manhattan Beach.

Poppin

Series C in 2014
Poppin Inc. is a New York-based company that designs and retails a wide range of office products, including notebooks, planners, writing instruments, and desk accessories. The company also provides organizational supplies such as filing systems, storage solutions, and various office essentials. In addition to these products, Poppin offers furniture and décor items, including desks, chairs, conference tables, and decorative elements, catering to the needs of schools, businesses, and organizations. Founded in 2009, Poppin focuses on customization and space planning services, providing tailored design solutions to enhance workplace environments. As of December 2020, Poppin operates as a subsidiary of Kimball International, Inc.

Vonage Holdings

Post in 2014
Vonage Holdings Corp. is a provider of cloud communications services for both businesses and consumers. The company operates through two main segments: Business and Consumer. The Business segment delivers cloud-based applications that include integrated voice, text, video, data, and collaboration tools, as well as API solutions that allow businesses to enhance communication by embedding these services into their applications and processes. The Consumer segment offers home telephone services with various features such as voicemail, call forwarding, and virtual phone numbers, along with consumer plans like Vonage World and Vonage North America. Additionally, Vonage provides devices that enable simultaneous internet and phone use, along with high-speed broadband services. The company markets its products through sales agents, websites, and toll-free numbers across multiple regions, including the United States, Canada, the United Kingdom, the European Union, and Asia. Founded in 2000, Vonage is headquartered in Holmdel, New Jersey and serves industries such as healthcare, education, retail, and finance.

OnShift

Series C in 2014
OnShift provides cloud-based human capital management software designed to address workforce challenges in post-acute and long-term care facilities. Its platform includes tools for hiring, scheduling, employee engagement, and talent acquisition, aimed at enhancing productivity and profitability. By leveraging intuitive design and predictive analytics, OnShift helps healthcare providers maintain a consistent and engaged workforce. The company’s services are utilized by numerous organizations in the senior living sector, assisting them in delivering quality care while effectively managing costs and performance.

BILL

Series E in 2013
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.

ShareThis

Series C in 2013
ShareThis, Inc. is a technology company that specializes in developing a social data platform aimed at enhancing consumer engagement and content sharing for publishers, advertisers, and data-driven businesses. Founded in 2004 and headquartered in Palo Alto, California, ShareThis offers a suite of tools that enable real-time processing of first-party data, allowing users to drive engagement, optimize content, and personalize experiences across various digital channels. The company's offerings include share buttons for multiple social media platforms, reaction buttons, and tools for Social A/B testing to improve content effectiveness. Additionally, ShareThis provides a Real-Time Marketing Engine that helps brands activate their audiences across different screens and digital formats. By analyzing user behavior across millions of global domains, ShareThis synthesizes social share, interest, and intent data to deliver actionable insights for customer targeting and acquisition. The company also maintains offices in several key U.S. cities, including Chicago, New York City, Boston, and Manhattan Beach.

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.

Aurora Organic Dairy

Debt Financing in 2011
Aurora Organic Dairy, They oversee the quality standards for milk production from cow-to-carton. They closely monitor the practices and protocols from Their farms to Their processing facility, focusing on quality every step of the way. Their vertically integrated supply chain – from crops to cows to cartons – allows us to ensure quality and traceability throughout the entire supply chain. This, coupled with Their 100% dedication to organic dairy and to store brands, provides Their customers with the highest quality organic dairy products available.

DataBank IMX

Private Equity Round in 2011
Databank IMX has rapidly become an industry leader in document management and document conversion services with eight state-of-the-art production centers nationwide. DataBank is a national full service provider of document management solutions and document scanning services. They provide a comprehensive range of imaging services, document management software, web-based document hosting, and end-to-end vertical industry Enterprise Content Management (ECM) and department-level solutions for companies and organizations that want to improve their document imaging and information management processes. As an Industry leader, DataBank understands its customers’ business environments and is delivering value-added application solutions and services to thousands of clients throughout the United States. DataBank enjoys industry partnerships with document management and technology organizations from around the world, and has routinely received national recognitions for its performance and quality by Hyland, Fujitsu, Datacap, Kodak, and Digitech Systems. DataBank also understands the importance of protecting vital information belonging to its clients with SOC2 Type II certification. The company assists their clients in complying with HIPPA, FERPA, and other government and internal regulations and compliance requirements.

Paradigm Spine

Debt Financing in 2009
Paradigm Spine, LLC is a privately-held medical device company based in New York, specializing in the design, development, and marketing of innovative solutions for spinal diseases. The company focuses on non-fusion spinal implant technology, offering a range of minimally invasive products aimed at treating conditions such as lumbar spinal stenosis and age-related spinal deformities. Key offerings include the Coflex interspinous implant, which is used for facet arthrosis and decompression procedures, as well as the DSS system, a minimally-invasive pedicle-screw based solution. Paradigm Spine emphasizes the development of surgeon-centric and indication-specific products that preserve motion and support natural anatomical function, catering to spine specialists worldwide. Founded in 2002, the company was previously known as Spine Motion, LLC before rebranding in 2005.

South Florida Bank Holding Corporation

Acquisition in 1999
South Florida Bank Holding Corporation

Emerald Financial Corp

Acquisition in 1999
Emerald Financial Corp., through The Strongsville Savings Bank, was engaged primarily in attracting deposits from the general public.

Ashland Bankshares

Acquisition in 1998
Ashland Bankshares

State Savings Company

Acquisition in 1998
State Savings Company is a privately-owned thrift holding company.

Arevon Energy

Arevon is a prominent renewable energy company in the United States, specializing in the development, construction, financing, and operation of utility-scale solar and energy storage projects. The company provides comprehensive renewable asset management services, including commercial, financial, and performance management for utilities and corporations. Arevon focuses on delivering clean, reliable, and cost-effective energy solutions, enabling its clients to adopt sustainable business models. Through innovative approaches, Arevon also manages solar-plus-storage projects and distributed generation assets, contributing to the transition towards renewable energy.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.