PNC

PNC is a financial services company based in Pittsburgh, Pennsylvania, offering a diverse range of banking products and services. It operates a regional banking franchise with more than 2,700 branches across nineteen states and the District of Columbia, complemented by online and mobile banking services and a network of 7,400 ATMs. PNC serves a broad customer base, including individuals, small businesses, corporations, and government entities, providing commercial and personal loans, deposit products, and asset management services. Additionally, PNC has a specialized investment arm, PNC Mezzanine Capital, which focuses on providing financing through leveraged buyouts, acquisitions, and growth capital for middle-market companies primarily in the United States and Canada. The firm targets investments in sectors such as manufacturing, distribution, and commercial services, aiming to support companies with revenues between $20 million and $100 million.

Douglas P. Brosius

Partner

Monica L Burch

Senior Vice President - Southeast Territory Executive and Community Development Banking Executive

Robert B. Codol

Partner

Karim E. Demian

Associate

Benjamin S. Farrell

Associate

Larry Franco

EVP Southwest Territory Executive

Reymundo Ocañas

Managing Director of Community Development Banking

Gregory M. Ott

Associate

B. Douglas Phillips

Partner

Luke I. Pleta

Senior Associate

Ryan M. Richardson

Vice President

Joshua A. Savacool

Associate

Michael P. Venditti

Managing Director

Preston G. Walsh

Partner

123 past transactions

Vermont Slauson Economic Development Corporation

Grant in 2025
Vermont Slauson Economic Development Corporation is a non-profit organization. They provide business loans and financial services for businesses. Their economic resources to the community include access to capital, business planning, training, and development. They also provide financial advocacy for the communities.

Quest Resource Holding Corporation

Post in 2024
Quest Resource Holding Corporation, formerly Infinity Resources Holdings Corp., through its subsidiaries, provides management programs to reuse, recycle, and dispose of various waste streams and recyclables in the United States. The Company offers programs for recycling motor oil, oil filters, scrap tires, grease and cooking oil, expired food products, glass, cardboards, paper, metals, plastic oil bottles, hazardous materials, high density polyethylene (HDPE) plastics, organics, construction debris, batteries, mercury, lights, regulated medical waste, electronics, parts cleaners, used absorbents, and solid waste; industrial cleaning services; landfill diversion services; equipment and installation services; environmental certification services, and sustainability programs. The Company operates Earth911 Recycling Directory, a directory of information regarding recycling and proper disposal, and Earth911 Recycling Locator, which instructs consumers why, where, and how to recycle locally.

Next Level Aviation

Debt Financing in 2024
Next Level Aviation is an aviation asset trading firm based in Sunrise, Florida, specializing in the distribution of quick engine change (QEC) and airframe rotable material for modern aircraft. Founded in 2013, the company provides a range of services including component lease pooling, rotatable sales and exchanges, as well as heavy maintenance and repair management. These offerings are designed to enhance the efficiency and reliability of aviation businesses, allowing them to optimize in-house purchasing and repair processes.

Swift Current Energy

Debt Financing in 2024
Swift Current Energy is a renewable energy firm focused on the development, ownership, and management of large-scale renewable energy projects, including wind, solar, and energy storage initiatives. The company is involved in all stages of project advancement, from site selection and regulatory approval to funding, construction, and ongoing operational management. By creating and managing these renewable energy assets, Swift Current Energy aims to facilitate the transition to a more sustainable energy grid, providing clients with investment opportunities that contribute to a net positive environmental impact.

Embraer

Post in 2024
Embraer SA is a Brazil-based company headquartered in Sao Paulo, primarily engaged in the manufacture of aircraft. It operates through three main business segments: Commercial Aviation, Defense and Security, and Executive Aviation. The Commercial Aviation segment focuses on the development, production, and sale of commercial jets, emphasizing the regional aviation sector and offering support services, which generate the majority of the company's revenue. The Defense and Security segment encompasses research, development, and production of defense aircraft, as well as systems and software design. In the Executive Aviation segment, Embraer develops, produces, and sells business jets, and provides related support services and aircraft leasing. By prioritizing customer satisfaction and leveraging a technology-driven portfolio, Embraer aims to build long-term relationships across its diverse markets.

Naked Wines International

Debt Financing in 2024
Naked Wines is an online wine-retailing platform that supports independent winemakers globally by providing them with funding in exchange for exclusive wines at discounted prices. Customers can enjoy next working day delivery throughout the UK for a fee of £4.99. The company emphasizes customer satisfaction by offering a full money-back guarantee, ensuring that customers can claim a refund if they are not satisfied with their purchase. This model not only fosters a direct relationship between consumers and winemakers but also promotes unique wines that might not be available through traditional retail channels.

Seismic Software

Debt Financing in 2024
Seismic is a leading provider of sales enablement solutions that assist organizations in enhancing customer engagement and driving revenue growth. Its flagship product, the Seismic Enablement Cloud, is a comprehensive platform designed to equip customer-facing teams with essential skills, content, tools, and insights necessary for success. By automating the creation of personalized sales materials and leveraging data to identify effective content, Seismic improves sales performance by increasing close rates and facilitating larger deals. The company serves a diverse clientele, ranging from large enterprises to startups and small businesses, with over 2,000 organizations worldwide relying on Seismic to meet their enablement needs.

Group 1 Automotive

Post in 2024
Group 1 Automotive owns and operates about 130 franchises at approximately 100 dealerships, as well as about 25 collision service centers in more than a dozen states. Group 1 Automotive also has a handful of franchises in the UK. The company's dealerships offer new (60% of sales) and used cars and light trucks under more than 30 different brands. It also offers financing, provides maintenance and repair services, and sells replacement parts.

Local Initiatives Support Corporation

Grant in 2024
Local Initiatives Support Corporation (LISC) is a non-profit foundation based in New York, established in 1979, dedicated to transforming distressed neighborhoods into healthy and sustainable communities across the United States. LISC provides a range of community development programs, including loans, grants, equity investments, and technical assistance aimed at housing development and organizational capacity building. The foundation also supports various initiatives focused on public policy, research, and civic engagement, enhancing the overall quality of life in communities. LISC's strategic plan, "Building Sustainable Communities," emphasizes creating environments that promote good workplaces, businesses, and family life. With operations in several states, including Washington, Louisiana, Mississippi, Pennsylvania, Florida, and Texas, LISC collaborates with local organizations to foster economic development and job creation, ultimately working to improve community health and sustainability.

TFI International

Post in 2024
TFI International Inc is a transportation and logistics company based in Canada, operating across North America through four primary segments: package and courier, less-than-truckload, truckload, and logistics. Established in 1957 and headquartered in Saint Laurent, Quebec, TFI International offers a comprehensive range of services, including the transportation and delivery of goods, which caters to various industries such as insurance, optical, financial, travel, dental, and legal sectors. The company's package and courier segment manages a significant volume of deliveries, while the less-than-truckload and truckload segments handle varying sizes of shipments, utilizing specialized trucks for different needs. Additionally, TFI International provides general logistics services, enhancing its operational efficiency and creating value for shareholders through strategic acquisitions and a robust network of wholly-owned subsidiaries. The majority of its revenue is generated from Canadian operations, with a notable presence in the United States.

Lumine Group

Post in 2024
Lumine Group is a private equity firm based in Mississauga, Canada, founded in 2022. The company specializes in acquiring communications and media software companies, allowing them to maintain their independence while focusing on their customers and employees. By providing support and resources, Lumine Group aims to facilitate the growth of these companies in a competitive market.

Nephron Pharmaceuticals

Private Equity Round in 2023
Nephron Pharmaceuticals Corporation is a mid-sized manufacturer specializing in generic respiratory medications. Founded in 1937 and headquartered in Florida, New York, the company provides products that are essential for treating conditions such as asthma and chronic obstructive pulmonary disease. Nephron sells its medications to a diverse range of clients, including hospitals, pharmacies, long-term care facilities, home care companies, and mail-order pharmacies. In addition to its core offerings, Nephron also provides contract manufacturing services, further expanding its reach within the healthcare market.

Hallador Energy

Post in 2023
Hallador Energy Company has been leading exploration in energy sourcing since 1951. The name Hallador, is Spanish for “one who leads the way”; this has been the company mantra for strategic positioning for long-term opportunities. With its roots in oil and gas exploration, Hallador has evolved to concentrate on coal development and transportation delivery. Sunrise Coal, LLC., Halladors’ primary business unit has the capacity to produce 10 million tons of coal annually and has customers in the mid-west and southeastern United States. Additionally, Hallador owns Summit Terminal, a transport facility on the Ohio River. Hallador Energy is a company poised to endure market challenges for future returns.

New Jersey Community Capital

Grant in 2023
NJCC is a nonprofit community development financial institution that provides innovative financing, programs, and services for communities. NJCC expands opportunities and promotes economic growth through integrative investment and financing models to strengthen neighborhoods, improve individual and community health and well-being, and ensure that underserved communities thrive. NJCC promotes equity and opportunity in the communities it serves by taking a comprehensive and holistic approach to neighborhood revitalization.

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.

W. P. Carey

Post in 2023
W. P. Carey Inc. is a prominent real estate investment trust (REIT) specializing in the ownership of operationally-critical commercial properties. The company boasts a diverse portfolio of approximately 1,215 net lease properties, covering around 142 million square feet, primarily located in the United States, Northern Europe, and Western Europe. Established in 1973, W. P. Carey focuses on long-term net leases with creditworthy tenants across various sectors, including industrial, warehouse, office, retail, and self-storage properties. The company emphasizes stability by structuring leases with built-in rent escalators, which contribute to consistent cash flows. Its operations are divided into Real Estate and Investment Management segments, with the majority of revenue generated from the Real Estate division. W. P. Carey has a long-standing history of delivering reliable dividend income to investors, underscoring its commitment to sound financial practices and strategic growth within the net lease market.

Jamul Indian Village

Debt Financing in 2023
Jamul Indian Village of California is a non-profit organization dedicated to enhancing the quality of life for its tribal members. It focuses on providing educational opportunities, healthcare, housing, and the conservation of tribal properties. Additionally, the Jamul Indian Village Development Corporation manages both gaming and non-gaming enterprises, facilitating community resources and supporting the self-sufficiency of tribal members through employment opportunities. The organization also plays a crucial role in administering justice for its homeland tribal members, ensuring their rights and welfare are prioritized.

Evans Transportation Services

Debt Financing in 2022
Evans Transportation Services is a third-party logistics provider that offers a variety of custom logistics solutions tailored for shippers across North America. The company serves multiple industries, including automotive, chemicals, plastics, energy, oil, healthcare, manufacturing, and technology. Evans specializes in freight management and supply chain optimization, providing services such as less-than-truckload (LTL), intermodal, truckload, expedited shipping, and heavy haul. Additionally, the firm offers strategic outsourced solutions and advanced technology for transportation management systems, including dynamic reporting and integration with technology partners.

Greenwood

Series B in 2022
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform aimed at serving Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services, including savings and spending accounts, mobile deposits, peer-to-peer transfers, and early payroll access. The platform emphasizes community reinvestment and provides access to a global network of automated teller machines. With a commitment to innovative banking solutions, Greenwood also features a distinctively designed black metal debit card for its customers.

Embraer

Post in 2022
Embraer SA is a Brazil-based company headquartered in Sao Paulo, primarily engaged in the manufacture of aircraft. It operates through three main business segments: Commercial Aviation, Defense and Security, and Executive Aviation. The Commercial Aviation segment focuses on the development, production, and sale of commercial jets, emphasizing the regional aviation sector and offering support services, which generate the majority of the company's revenue. The Defense and Security segment encompasses research, development, and production of defense aircraft, as well as systems and software design. In the Executive Aviation segment, Embraer develops, produces, and sells business jets, and provides related support services and aircraft leasing. By prioritizing customer satisfaction and leveraging a technology-driven portfolio, Embraer aims to build long-term relationships across its diverse markets.

WesBanco

Post in 2022
WesBanco's banking subsidiary WesBanco Bank, Inc., operates 119 banking offices in the states of West Virginia, Ohio and Pennsylvania. In addition, WesBanco operates an insurance agency, WesBanco Insurance Services, Inc., and a full service broker/dealer, WesBanco Securities, Inc.

Baltimore Community Lending

Venture Round in 2022
Baltimore Community Lending is a community development financial institution that provides loans to community developers and small business owners in underserved communities. They work with the government, foundations, financial institutions, community stakeholders, anchor institutions, and small business owners early in the planning process to create capital solutions that contribute to a diverse and economically balanced society.

Exela Technologies

Post in 2022
Exela Technologies is a leader in business process automation (BPA), offering a range of enterprise software and solutions tailored for specific industries as well as general applications. The company serves vital sectors such as banking, healthcare, and insurance, providing solutions that enhance operational efficiency in mission-critical environments. Exela's BPA suite includes workflow automation, cognitive automation, digital mailrooms, print communications, and payment processing, demonstrating its capability to streamline complex processes. The company operates through various segments, notably Information and Transaction Processing Solutions, which is its primary revenue source, along with Healthcare Solutions and Legal and Loss Prevention Services. With a global presence, Exela Technologies leverages its extensive experience to meet the evolving needs of its clients across multiple industries.

Koppers Holdings

Post in 2022
Koppers Holdings is a prominent integrated producer of carbon compounds and treated wood products, catering to various industries including aluminum, steel, chemicals, rubber, railroad, and utilities. Headquartered in Pittsburgh, Pennsylvania, the company operates multiple manufacturing facilities across the United States, Canada, the United Kingdom, Denmark, the Netherlands, Australia, and China. Koppers is organized into three main segments: railroad and utility products and services, performance chemicals, and carbon materials and chemicals. Its diverse product range includes treated and untreated wood products, such as crossties for railroads, along with wood preservation chemicals and carbon compounds like creosote. Koppers Performance Chemicals focuses on innovative methods for pressure treating lumber, serving critical sectors such as residential construction, commercial building, and agriculture. The company emphasizes its role as a vital supplier to essential industries, providing solutions that meet stringent construction and safety standards.

Guild

Series F in 2022
Guild's lifelong learning platform offers classes, programs, and degrees for working adults, with a path for them to move forward in their education and careers. It offers these adults support from start to finish, with their technology platform for discovery, learning, and organizing the experience, and extra support with their tech-enabled student advising model.

Installed Building Products

Post in 2022
Installed Building Products is a leading installer of insulation and complementary building products for residential and commercial projects across the United States. The company specializes in various types of insulation, including fiberglass, spray foam, and cellulose, catering primarily to the residential new construction market. In addition to insulation, Installed Building Products offers a wide range of other products such as waterproofing, fire-stopping and fireproofing solutions, garage doors, rain gutters, window blinds, shower doors, and closet shelving. The company operates through three segments: Installation, Manufacturing, and Distribution, with the majority of its revenue derived from its Installation segment.

Pyxus

Post in 2022
Pyxus International, Inc. is an agricultural company based in Morrisville, North Carolina, that specializes in providing a range of agricultural products, ingredients, and services. Founded in 1873, Pyxus focuses on responsibly sourced and sustainably produced offerings, including leaf tobacco, e-liquids for vaping devices, and industrial hemp-derived cannabidiol products. The company operates globally, with a presence in North America, South America, Europe, Asia, and Africa. Pyxus aims to deliver value through its commitment to traceability and independent verification, ensuring that its products meet high standards for both businesses and consumers. Its operations are categorized into segments that encompass leaf tobacco and other agricultural products.

Johnson C Smith University

Grant in 2022
Johnson C. Smith University (JCSU), established in 1969 and located in Charlotte, North Carolina, is a prominent historically black Presbyterian university offering a liberal arts education. As an HBCU, JCSU focuses on providing educational opportunities for a diverse student body from various ethnic, socioeconomic, and geographic backgrounds. The university hosts several colleges, including the College of Arts and Letters, the College of Professional Studies, and the College of Science, Technology, Engineering, and Mathematics. JCSU is known for its strong programs in Social Work, Business, and Teacher Education, along with other areas such as Communication Arts, Criminology, Music, Health Education, and Computer Engineering. The university is governed by a board of trustees that oversees its assets and strategic direction.

Howard University

Grant in 2021
Howard University, located in Washington, D.C., is an esteemed institution founded in 1867 that emphasizes educational opportunities for African-American students. It offers a range of programs at the undergraduate, graduate, and doctoral levels, including fields such as law, medicine, and pharmaceutical studies. The university is committed to providing a high-quality educational experience for students of strong academic potential. Additionally, it manages an endowment fund that supports various initiatives, including scholarships, professorships, and student loans. The assets of this endowment are overseen by the university's executive management team, ensuring effective allocation to support its mission and operations.

Kore.ai

Series C in 2021
Kore.ai, Inc. is a developer of artificial intelligence-driven chatbot solutions for enterprises, specializing in conversational and generative AI platforms. Founded in 2011 and headquartered in Orlando, Florida, the company offers no-code tools that enable organizations to design, develop, test, and manage chatbots for various applications, including banking, sales, IT help desks, and commerce. Kore.ai's platform facilitates both automated and human-assisted interactions, allowing businesses to enhance customer and employee experiences. The company supports its clients by providing the flexibility to choose the language models and infrastructure that best fit their needs. With a robust patent portfolio and recognition from industry analysts as a leader in AI innovation, Kore.ai serves over 400 Fortune 2000 companies and maintains a global presence with offices in regions such as India, the UK, and Japan.

Mellott

Venture Round in 2021
Mellott provides a full spectrum of integrated aggregates processing services and equipment, including equipment and parts distribution, service and repair, engineering and fabrication, as well as contract crushing.

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.

Modern Campus

Debt Financing in 2021
Modern Campus is a software company specializing in student lifecycle management solutions tailored for higher education institutions. Its SaaS platform focuses on managing continuing education and non-degree programs, catering to students outside the traditional full-time degree framework. By enhancing digital engagement, Modern Campus aims to improve the overall student experience, enabling institutions to increase enrollment, streamline administrative processes, and efficiently oversee their educational offerings.

Spirit Pharmaceuticals

Private Equity Round in 2021
Spirit Pharmaceuticals develops, manufactures, and distributes OTC products in a variety of dosage forms. The company was founded in 2003 and is headquartered in Ronkonkoma, New York, United States.

ESAM

Venture Round in 2021
ESAM provides outsourced manufacturing services for wire/cable assemblies and harnesses. The company was founded in 1974 and is headquartered in Grants Pass, Oregon, United States.

Counterpointe Sustainable Real Estate

Series C in 2021
As a pioneer in the PACE (Property Assessed Clean Energy) field, Counterpointe Sustainable Real Estate (CSRE) is leading the way in financing energy efficiency, renewables (solar, wind, geothermal), seismic strengthening, storm protection and water conservation for commercial real estate. This simultaneously helps make businesses safer, more efficient and increases their social good.

Greenwood

Series A in 2021
Greenwood is a financial technology firm based in Atlanta, Georgia, that operates a digital banking platform aimed at serving Black and Latinx individuals and business owners. Founded in 2020, Greenwood offers a range of financial services, including savings and spending accounts, mobile deposits, peer-to-peer transfers, and early payroll access. The platform emphasizes community reinvestment and provides access to a global network of automated teller machines. With a commitment to innovative banking solutions, Greenwood also features a distinctively designed black metal debit card for its customers.

Tempus Technologies

Acquisition in 2021
Tempus Technologies specializes in secure payment processing solutions tailored for businesses of all sizes. The company develops comprehensive payment gateway software that facilitates the secure processing of payment cards and checks. By offering a range of applications, including PC and mobile payment apps, payment portals, and web services, Tempus Technologies aims to enhance the flexibility and efficiency of payment processes for its clients. Their mission focuses on delivering innovative solutions that not only meet but exceed the diverse needs of businesses in managing transactions securely.

SparkPost

Private Equity Round in 2021
SparkPost is an email sending and deliverability platform that enables businesses to reliably reach their customers' inboxes. The company offers a cloud-based API solution that facilitates the sending and receiving of emails, catering to a diverse clientele that includes notable names such as Pinterest, LinkedIn, and Twitter. SparkPost processes over 5 trillion messages annually, accounting for more than 37 percent of the world's commercial email. Its platform provides essential features like messaging infrastructure and real-time customer interaction capabilities, allowing users to integrate messaging with various data sources and applications. This comprehensive approach equips companies with the deliverability, data insights, and scalability necessary to enhance customer engagement and meet their email delivery needs effectively.

Goalsetter

Seed Round in 2021
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.

Gravity Diagnostics

Debt Financing in 2021
Gravity Diagnostics is a full-service state-of-the-art CLIA laboratory licensed in all 50 states providing innovative laboratory testing in the areas of COVID-19, Upper Respiratory, Toxicology, Pharmacogenomics, and Sexually Transmitted Infections. We are an advocate for physicians, patients, and our communities, supporting them with unsurpassed integrity, regulatory compliance, and clinical expertise.

Zippy Shell

Debt Financing in 2020
Zippy Shell Incorporated specializes in portable moving and self-storage services for individuals and businesses. Founded in 2009 and based in Wake Forest, North Carolina, the company offers a range of solutions including local and long-distance moving, mobile storage, and on-site storage. Zippy Shell's unique mobile storage units are delivered directly to customers, allowing them to load and unload at their convenience. Once packed, these units can be stored securely at Zippy Shell facilities or transported to new locations. In addition to storage, the company provides loading, unloading, and packing referrals through a network of franchise locations and licensed partners, catering to residential, commercial, military, and student markets. Each long-distance move includes 30 days of storage, enhancing the flexibility of their services.

BBVA

Acquisition in 2020
BBVA is a global financial services group founded in 1857, focused on transforming banking through digital innovation and customer-centric solutions. The organization operates in various regions, including the U.S., Mexico, and Europe, providing a wide range of services such as consumer loans, mortgages, insurance, and wealth management. Additionally, BBVA offers small business administration loans, merchant processing, home equity lines, and securities brokerage. The bank operates through multiple segments, including consumer and commercial banking, corporate and investment banking, and treasury services. BBVA Ventures, a part of the BBVA Group, supports technology companies that are disrupting the financial services sector by providing funding and expertise, positioning itself as a long-term partner in their growth. BBVA Continental serves as a subsidiary in Peru, delivering commercial banking and financial services.

Thaler Machine Company

Venture Round in 2020
Thaler Machine Company Inc., founded in 1952 and based in Springboro, Ohio, specializes in the development and production of precision components and measuring machines. The company offers a range of services including prototype development, toolwork, and inspection support. Its product lineup features machined components crafted from solid titanium blocks, heat-treated inconel valves, precision valves, and various machined parts such as aluminum and bronze components. Thaler Machine Company also produces complex aluminum parts, ball pocket pistons, variable lead screws, and high-precision automotive parts. With a focus on innovation, Thaler Machine Company aims to advance industrial solutions by transforming customer ideas into practical applications.

Duke Energy Florida

Debt Financing in 2019
Duke Energy Florida, a subsidiary of Duke Energy Corporation, is a major electric utility serving approximately 4 million customers across the state of Florida. The company provides reliable, affordable, and clean electric service, supported by a diverse generation portfolio that includes nuclear, natural gas, and renewable energy sources. As part of Duke Energy, which operates in multiple states, it is committed to sustainability and improving the quality of life for its customers. Duke Energy Florida plays a crucial role in the local economy by ensuring robust energy infrastructure and contributing to community development initiatives. Headquartered in Charlotte, North Carolina, Duke Energy is recognized as one of the largest energy holding companies in the United States, with a focus on delivering essential energy services to millions while pursuing a cleaner energy future.

AccessOne

Debt Financing in 2019
AccessOne is a healthcare fintech company established in 2002 and based in Fort Mill, South Carolina. The company specializes in providing patient-centric payment tools designed to assist consumers in managing their healthcare costs while enhancing hospital reimbursement. AccessOne offers a range of low and no-interest payment options for various patient balance types, including high-deductible plans and financial assistance, ensuring that no patient is denied credit or negatively impacted in their credit reporting. The company’s financial engagement platform focuses on automation, digitization, and effective communication, seamlessly integrating with major health information systems to streamline processes and improve performance metrics for healthcare providers. By eliminating manual entry and facilitating better revenue capture, AccessOne supports hospitals and health systems in achieving optimal financial outcomes.

Industrial Valve

Venture Round in 2019
Industrial Valve’s New Sales Division is committed to meeting your needs by supplying you with the right valve at the right price.Industrial Valve’s specialize in providing New OEM Safety and Safety Relief Valve and Parts for various manufacturers. We have a large inventory of valves and parts that we can ship the same day with no extra cost.

Madison-Kipp

Debt Financing in 2019
Madison-Kipp Corporation (“MKC”) is a major producer of precision machined components and system subassemblies for customers in the transportation, industrial, lawn & garden, and leisure-end markets. MKC production systems and capabilities are highly automated with robotic technology and/or dedicated integrated operations. The Company manages the customer supply chain from raw metal blending to final product assembly and integration into the customer’s production system. MKC provides customers with a single source integrated solution and minimizes supply chain complexity. In 2004, the Company underwent a significant strategic transformation and instituted a number of initiatives to pursue a strategy designed to diversify end markets, grow the revenue base and improve operating efficiency. The critical outcome of this new strategy was MKC’s Lean Manufacturing Value Stream operational culture, our SmartWay system.

STAG Industrial

Post in 2019
STAG Industrial is a real estate investment trust focused on the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, particularly in secondary markets, with purchase prices exceeding $5 million that are essential to the tenants' operations. While the majority of its portfolio consists of warehouse and distribution facilities, STAG Industrial may also consider properties in primary and tertiary markets when favorable risk-adjusted returns are available. The company generates nearly all of its revenue from rental income, primarily from clients in sectors such as air freight and logistics, with a significant portion of its facilities located in Midwestern and Eastern U.S. cities.

The RESCON Group

Venture Round in 2019
RESCON specializes in property restoration. They focus on the clean-up, repair, restoration, and reconstruction of property damaged by water, flood, fire, smoke, mold, storm, and other damage. Regardless of the size or scope of the disaster, they provide emergency services to restore the property.

Vector Security

Debt Financing in 2019
Vector Security is a leading provider of intelligent security solutions with over 40 years of experience, headquartered in Pittsburgh. The company specializes in a comprehensive range of electronic security services for both residential and commercial clients, including home security, business security, video surveillance, smart home automation, access control, and fire and intrusion protection. Serving over 300,000 homes and businesses across North America and the Caribbean, Vector Security emphasizes tailored solutions that meet the unique needs of its customers. Through a network of branches and authorized dealers, the company aims to deliver quality services that are cost-effective and technologically advanced, ensuring enhanced security and exceptional customer experiences.

American Eagle Outfitters

Post in 2019
American Eagle Outfitters, Inc. is a specialty retailer that offers a diverse range of clothing, accessories, and personal care products primarily under the American Eagle and Aerie brands. The company provides apparel for men and women, including jeans, intimates, activewear, and swimwear, alongside personal care items. In addition to its primary offerings, American Eagle also features sports apparel under the Tailgate brand and menswear from Todd Snyder New York. The company operates approximately 940 American Eagle stores and 148 Aerie stand-alone stores across the United States, Canada, Mexico, China, and Hong Kong. Its online presence, which includes websites such as ae.com and aerie.com, allows for international shipping to 81 countries. Founded in 1977 and headquartered in Pittsburgh, Pennsylvania, American Eagle Outfitters continues to expand its footprint through both physical stores and e-commerce platforms.

Ambassador Financial Group

Acquisition in 2019
Ambassador Financial Group, Inc. is a FINRA registered broker‐dealer which offers a comprehensive suite of strategic, customized solutions to banks and thrifts and other financial institutions nationwide, including balance sheet management, investment banking and capital markets services.

SemiTorr Group

Venture Round in 2018
SemiTorr Group, Inc. is a distributor specializing in high purity gas and fluid handling systems and components, catering to the Microelectronics, Life Sciences, and Food and Beverage markets. Founded in 1988 and headquartered in Tualatin, Oregon, the company offers a comprehensive range of products including filtration systems, valves, hoses, tubing, fittings, and instrumentation. SemiTorr Group operates multiple distribution centers across the United States, ensuring efficient delivery and customer service. The company focuses on providing tailored solutions to meet the specific needs of its clients, positioning itself as a one-stop source for essential gas and liquid control products.

Orion Talent

Debt Financing in 2018
Orion Talent is a recruitment and permanent placement service that specializes in connecting businesses with skilled professionals, particularly former military personnel. The company offers design-led recruiting solutions that streamline the hiring process, enabling organizations to efficiently acquire motivated and well-matched candidates. By leveraging a diverse network of talent, including an engaged community of veterans, Orion Talent aims to optimize recruitment processes for its clients. Its focus on delivering recruitment outsourcing and optimization services helps employers find qualified candidates who meet their specific needs.

Shur-Line

Debt Financing in 2018
Shur-Line is a manufacturer of painting and home improvement products that caters to both professional painters and DIY enthusiasts. Established in the 1950s with the introduction of its first blade edger, the company has consistently focused on designing tools that enhance the painting experience. Its product line includes brushes, roller covers, mini rollers, paint trays, poles, frames, and surface preparation tools, all aimed at making painting projects easier, faster, and more enjoyable. By developing user-friendly products that deliver excellent results, Shur-Line has positioned itself as a leader in the convenience tools market, appealing to both homeowners and contractors.

Madaket

Series B in 2018
Madaket, Inc. is a provider of SaaS solutions focused on the healthcare industry, headquartered in Cambridge, Massachusetts. Founded in 2012, the company specializes in automating healthcare enrollment processes, effectively connecting healthcare providers and payers to streamline administrative tasks. Madaket's platform enhances efficiency by reducing manual errors and allowing organizations to track the status of enrollments. The company has established exclusive partnerships with TriZetto Provider Solutions and HealthStream, facilitating access to a network that includes over 300,000 providers already in its system and an additional 325,000 providers under contract.

Crunch Fitness

Venture Round in 2018
Crunch Fitness is a chain of fitness clubs that caters to a diverse clientele seeking to improve their health and well-being. The company provides a variety of fitness services, including group fitness classes, personal training, and small group training programs. Its gyms are equipped with a comprehensive selection of strength and cardio equipment, allowing members to pursue their fitness goals in a supportive environment. By offering affordable access to quality fitness resources and professional guidance, Crunch Fitness aims to enhance the lives of its members through effective fitness solutions.

Crunch Fitness

Debt Financing in 2018
Crunch Fitness is a chain of fitness clubs that caters to a diverse clientele seeking to improve their health and well-being. The company provides a variety of fitness services, including group fitness classes, personal training, and small group training programs. Its gyms are equipped with a comprehensive selection of strength and cardio equipment, allowing members to pursue their fitness goals in a supportive environment. By offering affordable access to quality fitness resources and professional guidance, Crunch Fitness aims to enhance the lives of its members through effective fitness solutions.

The RESCON Group

Venture Round in 2018
RESCON specializes in property restoration. They focus on the clean-up, repair, restoration, and reconstruction of property damaged by water, flood, fire, smoke, mold, storm, and other damage. Regardless of the size or scope of the disaster, they provide emergency services to restore the property.

Hornby

Post in 2018
Hornby PLC is a manufacturer and retailer of toy and hobby products, primarily specializing in model trains and model railways. The company's extensive product range includes train sets, locomotives, wagons, coaches, and various accessories such as tracks, power and control systems, and scenic elements. Hornby markets its offerings under several well-known brands, including Hornby, Skale Autos, SkaleScenics, Skaledale, Arnold, Jouef, Lima, Rivarossi, and Electrotren. With a distribution network that spans hobby specialists, retailers, and its own website, Hornby serves customers in the United Kingdom, the United States, Spain, Italy, and other parts of Europe. Established in 1907, the company is headquartered in Margate, United Kingdom.

WorkFusion

Series E in 2018
WorkFusion, Inc. specializes in developing an intelligent automation cloud platform aimed at enhancing operational efficiency for various industries, including banking, insurance, and healthcare. The company offers a range of products, including robotic process automation (RPA) tools, smart process automation solutions, chatbots for service automation, and workforce orchestration through SmartCrowd. Additionally, WorkFusion provides intelligent automation solutions for anti-money laundering and document processing. Founded in 2010 and headquartered in New York City, WorkFusion has expanded its operations globally with offices in locations such as Bengaluru, Tokyo, Wanchai, London, Minsk, Munich, and Singapore. The company's mission is to facilitate a transition to more meaningful work by leveraging artificial intelligence technology and advanced analytics to automate diverse business processes, thereby improving productivity and service delivery.

HighRadius

Series A in 2018
HighRadius Corporation specializes in financial supply chain management software solutions aimed at automating and optimizing accounts receivable functions. Founded in 2006 and headquartered in Houston, Texas, the company provides a range of products designed to enhance financial performance and streamline processes. Key offerings include POD & Claims Automation, which retrieves essential documents for receivables; Dispute Resolution, enabling efficient handling of deductions; and Cash Application, which improves invoice payment matching. Additionally, HighRadius offers Credit Memo Approval, Credit Debit Matching, and Correspondence Automation to facilitate electronic communications and document management. The company’s Autonomous Receivables software supports order-to-cash solutions, allowing businesses across various sectors, such as consumer products and manufacturing, to achieve efficient cash management and accurate financial forecasting. HighRadius maintains strategic partnerships with SAP and the Credit Research Foundation, further enhancing its service capabilities.

TaylorMade Golf

Debt Financing in 2018
TaylorMade Golf is a prominent manufacturer of high-performance golf equipment and accessories, including drivers, fairways, wedges, putters, golf balls, apparel, and bags. The company is recognized for its commitment to enhancing the performance of golfers, catering to both amateurs and professionals. By providing a diverse range of products, TaylorMade aims to support athletes in achieving their best on the course. The brand is also a significant presence on the PGA TOUR, further establishing its reputation within the golf industry.

Fortis Advisors

Acquisition in 2017
Fortis Advisors, LLC, located in La Jolla, California, is a professional services firm specializing in post-closing representation for selling shareholders in private company mergers and acquisitions. Founded in 2011, the firm addresses the complexities and challenges that arise after a transaction closes, providing expertise in managing escrows, holdbacks, working capital adjustments, and earn-out payments. Fortis Advisors allows shareholders to delegate the burdensome responsibilities and potential liabilities associated with post-closing processes to experienced professionals. Their services encompass shareholder reporting, accounting reviews, distribution management, and coordination of communications among buyers, selling shareholders, and other involved parties, ensuring a seamless transition. By tailoring their approach to meet specific shareholder needs, Fortis Advisors effectively alleviates the time and effort required from individuals, making them a preferred choice for those navigating the intricacies of post-merger matters.

Trout Group

Acquisition in 2017
The Trout Group is the leading global investor relations and strategic advisory firm servicing the life sciences industry. Since 1996, the firm has been providing companies with expert counsel and access to the institutional investment community. With almost two decades of experience in the biotechnology, pharmaceutical, medical technology and life science technology sectors, the Trout Group offers its clients the knowledge base needed to clarify investment themes and leverage key relationships for increased exposure to the proper audience. The firm’s global reach extends through a network of offices in New York, Boston, San Francisco, London, Sydney and Shanghai with contacts in all major financial centers, helping clients to connect with the right investors.

DonorsChoose

Grant in 2017
DonorsChoose is an online charity that makes it easy for anyone to help students in need. As the most trusted crowdfunding platform for teachers, donors, and district administrators alike, DonorsChoose vets each request, ships the funded resources directly to the classroom, and provides thank yous and reporting to donors and school leaders. Charity Navigator and GuideStar have awarded DonorsChoose, a 501(c)3 nonprofit, their highest ratings for transparency and accountability.

Excel Orthopedic Rehabilitation

Venture Round in 2017
Excel Orthopedic Rehabilitation has enured an experienced provider in the treatment of these types of injuries. They set the standards in orthopedic physical therapy for everyone from school-age children to geriatrics. It is a provider of sports and orthopedic physical therapy rehabilitation services.

3 Rivers Capital

Venture Round in 2017
3 Rivers Capital, LLC is a private equity firm based in Pittsburgh, Pennsylvania, that specializes in control buyouts and equity recapitalizations of small, family-owned, and entrepreneur-led businesses. Established in 2005, the firm targets niche manufacturing, specialty service sectors, healthcare, energy, and business-to-business industries within the Mid-West and Mid-Atlantic regions of the United States. 3 Rivers Capital typically invests in companies with revenues up to $50 million and an EBITDA range of $4 million to $10 million, aiming to enhance value and achieve a target EBITDA of $10 million. The firm prefers to acquire a majority stake and seeks to invest in companies with strong growth potential and EBITDA margins of 15 percent or greater.

AGS Automotive Solutions

Venture Round in 2016
AGS Automotive Solutions specializes in the manufacturing of automotive components and fluids tailored for the aftermarket sector. The company's product range includes specialty lubricants, brake systems, fuel lines, and fluid transfer lines, ensuring that customers receive high-quality products at competitive prices. AGS also produces galvanized steel coils, flaring tools, aerosols, oil drain plugs, and battery lubricants. Additionally, the company is involved in creating innovative braking solutions for the original equipment manufacturer (OEM) trailer industry. With a strong emphasis on quality control and a commitment to enhancing the automotive service and repair landscape, AGS Automotive Solutions aims to provide fresh insights and reliable products to its customers.

Carecloud

Series C in 2016
CareCloud is a healthcare information technology company that specializes in cloud-based solutions for medical practices. Founded in 2009 and based in Miami, Florida, it offers a comprehensive suite of services including practice management, electronic health records, revenue cycle management, and patient engagement solutions. CareCloud's tools help medical groups improve profitability, streamline workflows, and enhance patient care by providing actionable data insights in real-time. The company serves various healthcare segments such as dermatology, family practice, and urology, managing over $4 billion in annual accounts receivable on its integrated platform. CareCloud also delivers business intelligence, telehealth services, and consulting, making it a key player in transforming the operational and financial aspects of healthcare delivery. As of early 2020, CareCloud operates as a subsidiary of MTBC, Inc.

American Track Services

Venture Round in 2016
American Track is a railroad construction and maintenance company with roots in the railroad industry going back 160 years. From conceptual design to project completion, American Track is a rail contractor who has the expertise to get the job done. We pride ourselves on keeping up with the latest construction technologies. With advanced Computer Aided Drafting, GPS survey capabilities and computer-aided construction equipment American Track can maintain precision while maximizing productivity. Solving problems is our passion and we would be thrilled to help with all your rail needs.

Doxim

Debt Financing in 2016
Doxim is a leader in customer communications management (CCM) and engagement technology, primarily serving financial and regulated markets. The company offers a comprehensive Customer Engagement Platform designed to enhance communication throughout the customer lifecycle. By providing omnichannel delivery solutions, Doxim enables clients to communicate effectively, improve cross-sell and upsell opportunities, and foster customer loyalty through personalized interactions. Its platform includes tools for client onboarding, statement composition, archiving, and content management, allowing organizations in banking, healthcare, and insurance sectors to modernize their communication strategies. Doxim's integrated software solutions aim to address challenges related to digitization, operational efficiency, and customer experience, ultimately helping clients enhance engagement and drive revenue while reducing costs.

Zeta Global Holdings

Debt Financing in 2016
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.

Vertical Communications

Post in 2016
Vertical Communications specializes in providing communication solutions tailored for small and medium-sized businesses as well as enterprise customers. The company offers a wide range of advanced technologies, including unified communications, collaboration tools, and mobile platforms, designed to replace traditional phone systems with modern, cloud-based solutions. Through a national network of direct offices and channel partners, Vertical Communications customizes voice applications that enhance business operations and facilitate seamless connectivity between clients and their workforce. By implementing new VOIP networks and secure cloud services, the company aims to revolutionize communication processes for its customers across the country.

Vertical Communications

Debt Financing in 2016
Vertical Communications specializes in providing communication solutions tailored for small and medium-sized businesses as well as enterprise customers. The company offers a wide range of advanced technologies, including unified communications, collaboration tools, and mobile platforms, designed to replace traditional phone systems with modern, cloud-based solutions. Through a national network of direct offices and channel partners, Vertical Communications customizes voice applications that enhance business operations and facilitate seamless connectivity between clients and their workforce. By implementing new VOIP networks and secure cloud services, the company aims to revolutionize communication processes for its customers across the country.

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.

Digital Asset

Venture Round in 2016
Digital Asset is a New York-based company that specializes in distributed ledger technology aimed at enhancing financial processes. Founded in 2014 by Don Wilson, Eric Saraniecki, Sunil Hirani, and Yuval Rooz, the company provides a platform known as Daml, which allows organizations to create multi-party solutions that integrate previously isolated systems into cohesive networks. This technology eliminates latency and reduces errors by ensuring consistent data across various stakeholders. Digital Asset primarily serves sectors such as financial services, healthcare, and insurance, and has collaborated with five of the top ten stock exchanges. The company is supported by a range of strategic investors, including prominent firms like Salesforce, Samsung, and J.P. Morgan, positioning it as a leader in the development of tools for secure and efficient asset tracking and settlement.

Aptyx

Debt Financing in 2015
Aptyx, operating under MDI – Molded Devices Inc., is a manufacturer specializing in plastic injection molding components for the medical, aerospace, and energy sectors. The company offers a range of services that include custom plastic molding, dip molding, rubber dip coating, and clean room assembly of custom plastic parts. By providing these specialized services, Aptyx enables clients to meet their specific requirements without the need to outsource production, thereby enhancing efficiency and control in the manufacturing process. The company has established a solid reputation as an industry leader in plastics processing, known for its commitment to quality and innovation in serving diverse market needs.

C-P Flexible Packaging

Private Equity Round in 2015
C-P Flexible Packaging is a leading manufacturer of flexible packaging products in the United States, primarily serving stable food and consumer markets. The company specializes in a range of offerings, including multi-ply laminations, printed roll stock, stand-up pouches, labels, and shrink sleeves. C-P Flexible Packaging caters to blue-chip clients by providing custom packaging solutions tailored to their needs, with a strong emphasis on sectors such as snacks, baked goods, confections, and household chemicals. Through its diverse product line, the company supports businesses in enhancing their packaging capabilities.

C-P Flexible Packaging

Debt Financing in 2015
C-P Flexible Packaging is a leading manufacturer of flexible packaging products in the United States, primarily serving stable food and consumer markets. The company specializes in a range of offerings, including multi-ply laminations, printed roll stock, stand-up pouches, labels, and shrink sleeves. C-P Flexible Packaging caters to blue-chip clients by providing custom packaging solutions tailored to their needs, with a strong emphasis on sectors such as snacks, baked goods, confections, and household chemicals. Through its diverse product line, the company supports businesses in enhancing their packaging capabilities.

Appleton Coated

Debt Financing in 2015
Appleton Coated is a manufacturer and distributor of coated, uncoated, specialty and technical papers sold under the Utopia®, Curious Collection®, and Altima® brand names. Our products are used in high-end commercial printing, textbook publishing, label papers, transactional printing and a variety of specialty and custom applications. Selling through a chain of highly respected paper distributors, the company serves corporations, publishers, printers, converters, and graphic designers in North America. Appleton Coated entered the North American coated freesheet market in 1996 and is currently the fourth-largest producer in that market. The company distinguishes itself through focus on the premium end, superior service and flexibility, and leadership in environmental papers and coated papers for high-speed inkjet web printing technology. The company is known as an innovator in collaborative product development and partnerships, and has diversified into several uncoated, specialty and technical product segments. We take pride in our customer-driven organization that offers accessibility and flexibility to meet the demands of today's market.

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.

Evercast

Private Equity Round in 2015
Evercast is a real-time collaboration platform tailored for creatives, integrating video conferencing, HD live-streaming, and comprehensive audio capabilities into a single web-based solution. This platform allows users to securely stream creative workflows with ultra-low latency and high-quality output, regardless of their geographical location. Designed to facilitate creative collaboration, Evercast replicates the productivity of in-person teamwork. It has received recognition for its innovation, including a 2020 Engineering Emmy award, and is utilized by prominent Hollywood studios such as Netflix, Warner Bros, HBO, and Sony Pictures, as well as leading creative agencies like BBDO and Hogarth International. Every day, thousands of creative professionals rely on Evercast to collaborate effectively with their teams, enhancing their remote working experience.

Sauce Pizza & Wine

Private Equity Round in 2014
Sauce Pizza & Wine is a restaurant chain based in Scottsdale, Arizona, specializing in Italian cuisine. The establishment serves a diverse menu that includes hand-stretched pizzas, gourmet pastas, fresh salads, and panini, catering to families, young singles, and business professionals. In addition to its food offerings, Sauce Pizza & Wine provides a selection of red and white wines and beers, creating a relaxed dining atmosphere for lunch and dinner. The restaurant aims to deliver a quality experience at an affordable price.

3D Systems

Post in 2014
3D Systems is a leader in 3D printing and digital manufacturing, offering a wide range of solutions that include 3D printers for plastics and metals, materials, software, and on-demand manufacturing services. The company operates primarily through two segments: Healthcare Solutions and Industrial Solutions, with the Industrial segment generating the majority of its revenue. Its products and services enable professionals and consumers to transform ideas into tangible items across various materials, including plastics, metals, ceramics, and edibles. 3D Systems also specializes in healthcare applications, providing integrated solutions for personalized surgery and custom medical devices. The company has a global presence with facilities in the Americas, EMEA, and APAC, though it derives most of its revenue from the Americas. By replacing and complementing traditional manufacturing methods, 3D Systems aims to enhance efficiency and reduce time to market for its customers.

Enservco

Post in 2014
Enservco Corporation provides a variety of well-site services to the domestic on-shore oil and gas industry. Through its two operating subsidiaries, Heat Waves Hot Oil Service and Dillco Fluid Services, Enservco Corporation has emerged as one of the energy service industry's leading providers of hot oiling, acidizing and frac heating. From hot oiling to frac heating to water hauling, Enservco Corporation provides dependable, round-the-clock service to a broad spectrum of large and small U.S. energy companies. Based in Colorado Springs, Colorado, the Company serves oil and gas producers operating in Colorado, Utah, Wyoming, Kansas, Texas, Oklahoma and New Mexico. Enservco Corporation also has a growing presence in the Northeastern United States, where customers are targeting the prolific Marcellus shale in the Appalachian Basin. In addition, the Company is establishing a facility in North Dakota from which it will serve customers operating in the Bakken Formation. To customers, Enservco Corporation is best known by its two operating subsidiaries: Heat Waves Hot Oil Service and Dillco Fluid Services. Combined, these businesses operate a fleet of more than 200 specialized trucks, trailers, frac tanks and related well-site equipment. In addition to fluid services, the Company provides a range of oilfield construction and frac tank rental services.

Hightower Advisors

Debt Financing in 2014
Hightower Advisors is a wealth management organization headquartered in Chicago, Illinois, established in 2008. The firm specializes in providing a range of financial services, including investment management, financial planning, retirement planning, and 401(k) consultation. Hightower serves a diverse clientele, including individuals, high net worth individuals, family offices, charities, and various institutional entities such as endowments, foundations, and corporations. The firm is registered as an investment adviser and combines objective wealth management advice with innovative technology to enhance its service offerings. Hightower's executive management team oversees the assets under management, ensuring a tailored approach to meet the specific needs of each client.

Mountainside Fitness

Private Equity Round in 2014
Mountainside Fitness is the largest locally owned health club chain in Arizona, operating ten fitness centers with plans for further expansion. Based in Phoenix, the company provides a comprehensive range of amenities to support members in achieving their fitness goals. Each center features state-of-the-art gym equipment, interactive childcare programming, and access to 80 group fitness classes per week at no additional cost. Additional offerings include personal training, specialized studios for cycling, mind and body practices, and various wellness services, such as a café and tanning facilities. Each piece of cardio equipment is equipped with personal TVs and iPod docking stations, enhancing the workout experience. Mountainside Fitness aims to create a welcoming environment that many members consider a second home.

Polycor

Private Equity Round in 2014
Polycor distributes natural stone products across North America.The company transforms granite, marble and limestone into slabs, tiles, mosaics and landscaping items. Now employing over 800 people, it has 30 quarries and 12 factories in Canada and the United States. Polycor inc. is one of the integrated dimension stone group in North America, providing natural stone solutions since 1987.
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