Renaissance Community Loan Fund
Debt Financing in 2025
Renaissance is an equal opportunity, nonprofit lender offering unique, personalized lending services for mortgages and commercial loans.
Hilton Grand Vacations
Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.
ModernFi is a financial technology company that operates a deposit network for institutional clients. It facilitates the growth, retention, and management of these institutions' deposit bases through services such as fund sweeping, deposit sourcing, and extended insurance programs. By offering these solutions, ModernFi helps institutions attract and retain large-value depositors, thereby driving their growth and enhancing balance sheet stability.
Bluebird Fiber
Debt Financing in 2023
Bluebird Network is a telecommunications company based in Columbia, Missouri, formed through the integration of Bluebird Media, Missouri Network Alliance, and Illinois Network Alliance. The company operates a robust fiber optic network that spans approximately 6,000 miles, providing high-speed broadband services to communities in Missouri, Illinois, and surrounding states. With over 127 Points of Presence in key cities such as Chicago, St. Louis, Kansas City, Tulsa, Des Moines, Omaha, and Memphis, Bluebird Network aims to enhance connectivity in both rural and urban areas. The company offers a range of services, including Ethernet, internet, data center, dark fiber, and internet exchange services, focusing on delivering secure and reliable connectivity to its customers. Through its partnership with INDATEL, Bluebird extends its reach, connecting independent telephone companies across the United States.
Herban Flow is a non-alcoholic bottle shop that serves a wide variety of beers, wines, spirits, and mocktails, as well as infused beverages like mushrooms, herbs, and cannabis.
Slide Insurance
Debt Financing in 2023
Slide Insurance is an innovative insurance company that utilizes advanced technology, artificial intelligence, and extensive data sets to offer homeowners personalized, flexible, and efficient home insurance solutions. The company's platform is engineered to deliver superior outcomes through data-driven underwriting processes and a strong emphasis on enhancing the customer experience. Slide Insurance provides full-stack insurance services, making it easier for modern consumers to select coverage that best fits their unique needs and budgets.
Riverlane
Debt Financing in 2023
Riverlane is a developer of quantum computing software focused on transforming experimental technology into commercial products. The company engineers innovative instruments in collaboration with quantum computer manufacturers, addressing the need for new hardware and software tools to manage the instability of qubits and rectify system defects at unprecedented speeds. Riverlane's software includes an ultra-low latency quantum operating system that accelerates quantum-classical hybrid algorithms, supporting hardware research and development. Additionally, the company creates algorithms designed to optimize the use of the entire quantum computing stack, assisting hardware partners in minimizing the system errors that currently challenge quantum computing capabilities.
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.
Orion180 Insurance
Debt Financing in 2023
Orion180 is an InsurTech company specializing in homeowners insurance across the Southeast. It utilizes a proprietary technology platform designed to simplify the insurance process for both independent agents and consumers. The platform enables real-time quoting, binding, and policy issuance, allowing for a quick and efficient experience when purchasing homeowners insurance. By focusing on innovation and user-friendliness, Orion180 aims to enhance the overall insurance experience, making it easier and more accurate for agents to serve their clients.
Amplified Music Rights
Venture Round in 2023
AMR Songs is a music library rights acquisition service.
Clearsight Advisors
Acquisition in 2021
Clearsight Advisors is an independent investment banking firm based in McLean, Virginia, established in 2011. The firm specializes in providing merger and acquisition and capital raising solutions to growth-oriented companies in the business services and technology sectors. With a focus on consulting and outsourcing, public sector technology, financial services, market research, information services, and software, Clearsight leverages its deep market insights to deliver strategic and financial advice. This expertise enables the firm to serve as a catalyst for entrepreneurs, private equity owners, and boards of directors, helping them to advance their business objectives effectively. Clearsight Capital Advisors, Inc., a wholly owned subsidiary, is registered with FINRA and SIPC.
Sabal Capital Partners LLC is a financial services firm based in Irvine, California, specializing in commercial real estate lending and investment. Founded in 2015, the company has originated over $4 billion in loans through its wholesale lending platform, primarily focusing on Freddie Mac Small Balance multifamily loans ranging from $1 million to $7.5 million. Sabal operates exclusively with brokers and correspondent lenders, offering an innovative platform named SNAP™ that streamlines the lending process, enabling efficient interactions and loan processing within 30 days. The firm is recognized as a nationally rated Commercial Primary Servicer and Commercial Special Servicer, demonstrating its commitment to excellence in the financial services industry. By concentrating on small balance loans and providing tailored solutions, Sabal enhances revenue opportunities for its partners while improving borrower satisfaction in the multifamily and commercial real estate sectors.
Everstream Solutions
Debt Financing in 2021
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.
Regions | Enerbank USA
Acquisition in 2021
Regions | EnerBank USA is a banking corporation based in Utah that specializes in credit and consumer finance services. The company focuses on serving strategic business partners and independent home improvement contractors by offering customized loan programs. EnerBank USA facilitates its services through paperless applications, streamlining the process for customers seeking financing to meet their business goals. By tailoring their offerings to the needs of contractors and partners, the bank aims to effectively support their clients in achieving financial success and fulfilling credit requirements.
Elite Residences
Series A in 2021
At Elite Residences, we redefine the essence of opulent living, curating a portfolio of exceptional real estate experiences that go beyond the ordinary. Our commitment to excellence is reflected in every property we represent, combining sophisticated design, prime locations, and unparalleled amenities.
MX Technologies
Series C in 2021
MX is a fintech data company established in 2010 that focuses on enhancing the financial experiences of individuals by automating access to their financial data. The company provides software solutions for banks, credit unions, and financial technology innovators, enabling them to aggregate, analyze, and present financial data effectively. By offering services such as data cleansing, auto-categorization, custom APIs, and data analytics, MX helps financial institutions improve customer engagement and drive growth. The company has established partnerships with over 600 financial institutions and more than 30 digital banking providers, positioning itself as a significant player in the fintech industry. MX's emphasis on customer-centric banking relationships allows clients to develop next-generation banking applications and solutions, ultimately leading to enhanced financial management for users.
Everstream Solutions
Debt Financing in 2020
Everstream Solutions, LLC is a network service provider based in Cleveland, Ohio, specializing in fiber-based Ethernet, Internet, and data center solutions for mid and large-sized enterprises throughout Northeast Ohio. Founded in 2012, the company operates an extensive network of over 2,500 miles of fiber across 24 counties, offering high-speed connectivity at 10 Gigabit speed. In addition to dedicated Internet access and Ethernet services, Everstream provides cloud backup and recovery, dark fiber, and engineering and construction services. The company's 24/7 network operations center, staffed by certified technical personnel, underscores its commitment to delivering reliable and efficient network solutions while maintaining a strong focus on customer service.
Ascentium Capital
Acquisition in 2020
Ascentium Capital LLC is a financing company based in Kingwood, Texas, specializing in equipment lease and financing solutions tailored for small to mid-sized businesses across the United States. Founded in 2011, the company offers a diverse range of financing options for various assets, including computer hardware and software, office machines, medical equipment, and commercial vehicles. Ascentium Capital partners with equipment manufacturers, distributors, and resellers to facilitate equipment financing for their clients. Additionally, the company provides direct financing options, serving a broad spectrum of clients, from small businesses to Fortune 500 companies. Ascentium Capital operates as a subsidiary of Regions Financial Corporation, enhancing its capability to deliver fast and flexible financing solutions to meet diverse business needs.
Upland BlueVenn
Post in 2019
Upland Software is a cloud-based provider of enterprise work management software, offering a suite of applications designed to enhance organizational efficiency across various sectors, including finance, marketing, technology, and healthcare. Founded in 2010 and headquartered in Austin, Texas, the company serves over 1,200 enterprise clients and supports approximately 300,000 active users across more than 50 countries. Upland's solutions facilitate strategic planning, project execution, and resource optimization, enabling teams to collaborate effectively and manage workflows seamlessly. By catering to a diverse range of industries, including retail, manufacturing, and government, Upland Software aims to drive business results and improve overall performance for organizations of all sizes.
STAG Industrial
Post in 2019
STAG Industrial, Inc. is a self-administered and self-managed real estate company that specializes in the acquisition, ownership, and management of single-tenant industrial properties across the United States. The company primarily targets Class B industrial properties, focusing on those with purchase prices exceeding $5 million, primarily located in secondary markets. Its portfolio mainly consists of warehouse and distribution buildings, with additional assets in manufacturing and flex/office spaces. STAG Industrial generates nearly all of its income from rental revenue, with a significant portion derived from properties situated in Midwestern and Eastern U.S. cities. The company serves a diverse clientele, including air freight and logistics companies, which underscores the critical role its properties play in supporting tenants' business operations.
Highland Associates
Acquisition in 2019
Highland Associates architects and engineers, is dedicated to design excellence and service. Highland's principals are active members of the firm, personally and actively involved in the project's planning, design, management, and implementation. Based on this foundation, the firm has grown to include an expert staff with extensive experience in a wide range of project types.
Built Technologies
Series B in 2019
Built Technologies, Inc. is an enterprise technology company that specializes in a cloud-based construction loan administration and draw management platform. Founded in 2014 and headquartered in Nashville, Tennessee, the company aims to mitigate risk and enhance productivity in the construction lending process. Its platform provides features such as file management, custom draw workflows, reporting, and risk management, allowing for real-time visibility into construction portfolios. By streamlining the complex loan administration process, Built Technologies enables various stakeholders—including lenders, borrowers, builders, developers, consultants, and inspectors—to reduce construction loan risk, improve loan profitability, and simplify compliance. The company, originally known as DataFi, LLC, rebranded to Built Technologies in 2015.
dv01, Inc. is a financial technology company based in New York that specializes in providing data management and analytics solutions for institutional investors, banks, and lenders in the financial lending markets. Incorporated in 2014, dv01 offers a range of products, including its cloud-based portfolio management solution, dv01 LOANS, which enables investors to analyze and compare lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, and Securitization Explorer, a web portal designed to enhance investor insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 aims to bring transparency and efficiency to lending markets, facilitating better decision-making and risk management for its clients. The company's platform has reported on significant volumes of online lending and mortgage loans, addressing the need for reliable data in an evolving financial landscape.
Guardian Pharmacy Services
Debt Financing in 2018
Guardian Pharmacy Services is a prominent pharmacy services company that specializes in serving long-term care communities, including assisted living facilities, skilled nursing homes, group homes, and behavioral health centers. The company offers a comprehensive range of technology-enabled services aimed at enhancing medication management and ensuring residents adhere to their prescribed drug regimens. By focusing on individualized clinical support, drug dispensing, and administration, Guardian Pharmacy aims to improve clinical outcomes and reduce healthcare costs for its clients. Their consultative approach and commitment to high-touch service differentiate them in the marketplace, positioning them as a vital partner for organizations that care for individuals with intellectual and developmental disabilities.
First Performance
Venture Round in 2017
First Performance is a technology company that specializes in card and customer engagement solutions, focusing on subscription management and card engagement. The company provides a robust API platform that enables financial institutions, processors, and banks to offer their cardholders comprehensive digital tools for managing their finances in real-time. Its services include self-service card controls, spend limits, travel automation, and merchant data cleansing. Additionally, First Performance enhances the user experience by offering geo-location services, transaction management, and loyalty programs, allowing cardholders to maintain greater control over their spending while reducing fraud and operational costs for financial institutions. The company is committed to continuous innovation, consistently introducing new capabilities to meet the evolving needs of its clients.
BlackArch Partners
Acquisition in 2015
BlackArch Partners LLC is a middle-market investment bank headquartered in Charlotte, North Carolina, with additional offices in Chicago, Illinois, and Houston, Texas. Established in 2010, the firm provides a comprehensive range of financial advisory services, specializing in mergers and acquisitions, capital raising, and strategic advisory for owner-operators, family-owned businesses, and financial sponsors. BlackArch serves various industries, including aerospace, automotive, business services, consumer products, defense, energy, food and beverage, logistics, manufacturing, and transportation. The firm is dedicated to guiding clients through all aspects of transactions, from strategic positioning to closing, and operates as a subsidiary of RFC Financial Services Holding LLC.
IronPlanet
Debt Financing in 2015
IronPlanet is an online marketplace specializing in the buying and selling of used heavy equipment and durable assets. Founded in 1999 and headquartered in Pleasanton, California, the company connects buyers and sellers through its extensive platform, which features a database of over 3.3 million registered users globally. IronPlanet offers a wide range of equipment, including conventional tractors, trucks, excavators, cranes, and agricultural machinery. To ensure transparency and trust in transactions, it provides the IronClad Assurance certification for equipment condition. The company operates several brands, including GovPlanet, TruckPlanet, and Asset Appraisal Services, catering to diverse sectors such as construction, agriculture, and mining.
Cedar Realty Trust
Post in 2015
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.
Cedar Realty Trust
Post in 2014
Cedar Realty Trust, Inc. is a real estate investment trust that specializes in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets between Washington, D.C. and Boston. Its portfolio consists of 54 properties, totaling approximately 8.2 million square feet of gross leasable area. The company generates its revenue primarily through rents and reimbursements for operating expenses from long-term leases with tenants. Cedar Realty Trust is committed to creating long-term value and maintaining strong relationships with its tenants, focusing on core markets that offer growth potential.
Granite Properties
Debt Financing in 2014
Granite Properties is a privately held commercial real estate investment and management company with offices in Atlanta, Dallas, Denver, Houston and Los Angeles. We focus our expertise, business approach and financial resources on adding value to our investments and our communities.
Adreima
Debt Financing in 2013
Adreima specializes in providing eligibility and revenue cycle management services for hospitals across the United States. The company offers a range of services, including advocacy for reimbursement, post-payment review, denials management, and clinical auditing. By leveraging its deep understanding of state-specific regulations and in-house expertise, Adreima helps healthcare providers secure appropriate coverage and payment from insured, uninsured, and under-insured patients. Additionally, the company focuses on educating and supporting patients to ensure they understand their financial obligations. Through its commitment to customer service and improving financial performance, Adreima builds long-term partnerships with healthcare institutions, enhancing their overall operational efficiency.
Salveo Specialty Pharmacy
Debt Financing in 2012
Salveo Specialty Pharmacy is an independent specialty pharmacy focused on delivering a comprehensive range of medications and clinical services to patients with chronic conditions. The company emphasizes enhancing the wellness and health of its patients by facilitating effective communication among customers, referral sources, and insurance plans. Salveo combines expertise in specialty pharmacy, home infusion, and home healthcare, ensuring that patients receive the appropriate clinical care tailored to their specific needs. Through its dedication to patient support, Salveo aims to achieve a superior level of care for individuals managing chronic illnesses.
AmSouth Bancorp
Acquisition in 2006
AmSouth Bancorp offers a range of financial products and services in the United States. The company operates in three segments: Consumer Banking, Commercial Banking, and Wealth Management. The Consumer Banking segment offers various financial services to individuals and small businesses, including loan products, such as residential mortgages, equity lending, credit cards, loans for automobile, and other personal financing needs; and other credit products for small businesses.
Union Planters Bank
Acquisition in 2004
Union Planters Bank, established in Memphis, Tennessee, operates as a multi-state bank holding corporation and financial institution in the United States. The company offers an extensive range of financial services, including investment management, mutual funds, various insurance products such as life, home, commercial property and casualty, environmental, title, payroll administration, tax reporting, compliance assistance, workers compensation insurance, benefits management, and other related services.
Independence National Bank
Acquisition in 2002
Independence National Bank is proud to be a community bank located in Greenville, South Carolina. Since opening for business in May, 2005, they have been providing a complete line of business and personal financial products to make banking with us a pleasure Their goal is to deliver services that provide exceptional value to Their customers and offer the kind of personalized service often missing in large commercial banks today. Through sound, secure business practices and in-depth knowledge of the markets they serve, Independence National Bank is committed to ensuring high-quality service to Their customers and local communities.
Regions Insurance
Acquisition in 2001
Regions Insurance is a provider of comprehensive insurance solutions and risk management services for businesses and individuals across the United States. The company specializes in a wide range of insurance offerings, including commercial property insurance plans that cover business interruption, electronic data processing, equipment breakdown, and various natural disasters. It also provides commercial casualty insurance, encompassing workers' compensation, automobile coverage, general and products liability, and executive risk. Additionally, Regions Insurance offers construction and commercial surety plans, as well as life insurance products and related services, such as premium acceptance and policy management. Through its diverse range of services, Regions Insurance aims to meet the varying needs of its clients while ensuring effective risk management.
Morgan Keegan
Acquisition in 2000
Morgan Keegan is a prominent full-service investment firm based in Memphis, Tennessee, established in 1969 by Allen Morgan, Jr. It operates more than 145 offices across 15 states and Canada, serving individual and institutional clients both in the Southern United States and internationally. The firm specializes in wealth management services, which encompass a private client group, equity and fixed-income capital markets, and investment banking. In 2001, Morgan Keegan was acquired by Regions Financial Corporation and later became a wholly owned subsidiary of Raymond James. With a workforce exceeding 2,700 employees and significant equity capital, Morgan Keegan has established itself as a leading player in the financial services industry, aiming to deliver high-quality service and achieve recognition as the premier investment firm in the region.