Diversified Portfolio
Recent Transactions
Showing 8 of 41 transactions.
Energy StorageAugust 2026
Grid-Scale Energy Storage
Facility size
$1MM
Revolving Line of Credit
Bridged battery-system component purchases, installation costs, and commissioning work ahead of project milestone payments.
HealthcareAugust 2026
GLP-1 Expansion
Facility size
$400K
Term Facility
Supported additional clinical capacity, care-team hiring, and patient-management systems for an expanding weight-management practice.
BiotechnologyAugust 2026
CRISPR & Gene Editing
Facility size
$300K
Term Facility
Supported laboratory instruments, sample-processing equipment, and analytical systems for gene-editing research workflows.
Technology & SaaSAugust 2026
Edge AI
Facility size
$1MM
Term Facility
Financed edge-computing hardware, systems integration, and deployment capacity for on-site data processing and inference.
Advanced MaterialsAugust 2026
Self-Healing Polymers & Concrete
Facility size
$800K
Term Facility
Supported mixing and testing equipment, specialty inputs, and pilot-production capacity for self-healing construction materials.
Geothermal EnergyAugust 2026
Deep Geothermal Systems
Facility size
$1.8MM
Term Facility
Financed drilling-support equipment, downhole monitoring systems, and field mobilization costs for geothermal development work.
Agriculture & ForestryAugust 2026
Heavy Forestry & Agriculture Automation
Facility size
$2MM
Term Facility
Supported automated harvesting equipment, machine-control upgrades, and seasonal parts and service inventory across forestry and agricultural operations.
Marine TechnologyAugust 2026
Automated Rigid Wing Sails
Facility size
$6MM
Revolving Line of Credit
Supported rigid-wing sail fabrication, automated control systems, and vessel installation costs ahead of customer milestone payments.
Cold Chain LogisticsAugust 2026
Temperature-Controlled Intermodal Pods
Facility size
$1.5MM
Term Facility
Financed temperature-controlled transport pods, refrigeration and monitoring systems, and deployment costs across intermodal logistics routes.
Logistics & AutomationJuly 2026
Autonomous Last-Mile Logistics
Facility size
$1MM
Term Facility
Supported autonomous delivery equipment, fleet integration, and operating costs as last-mile service capacity expanded.
Industrial AutomationJuly 2026
Automation Systems & Robotics Integrator
Facility size
$25MM
Asset-based revolving credit facility
Supported engineered systems, controls inventory, receivables, and long project cycles across expanding automation programs.
Renewable Energy & Grid ServicesJuly 2026
Commercial Solar & Battery EPC
Facility size
$9.1MM
Receivables-backed project and working-capital facility
Bridged equipment procurement, installation, and field costs ahead of contracted milestone collections.
Data Center InfrastructureJune 2026
Critical Power & Cooling Contractor
Facility size
$8MM
Revolving Line of Credit
Funded UPS, generator, cooling-equipment, and field-labor costs ahead of project milestones and customer payments.
Aerospace & Defense ManufacturingJune 2026
Precision Aerospace Components Manufacturer
Facility size
$2.6MM
Equipment and working-capital facility
Added CNC and inspection capacity while supporting raw materials and production against contracted demand.
Drone & Geospatial ServicesMay 2026
Aerial Inspection & Mapping Provider
Facility size
$1MM
Term Facility
Financed aircraft, LiDAR and thermal sensors, field crews, and analytics capacity supporting infrastructure contracts.
Business ServicesMay 2026
Experiential Marketing & Live Event Production
Facility size
$1.8MM
Revolving Line of Credit
Supported fabrication, crew, venue, and vendor costs ahead of event delivery and customer payment.
Technology & SaaSMay 2026
Grocery E-Commerce Software Platform
Facility size
$4MM
Recurring-revenue credit facility
Provided growth capital for product development, integrations, customer onboarding, and sales expansion.
Construction & TradesMay 2026
Building Materials Distributor
Facility size
$7.5MM
Revolving Line of Credit
Provided liquidity against eligible inventory and receivables during seasonal purchasing cycles.
Security & Life SafetyMay 2026
Physical Security Systems Integrator
Facility size
$4MM
Revolving Line of Credit
Funded access-control, surveillance, and integration projects before milestone invoices were collected.
Water & Environmental TechnologyApril 2026
Industrial Water Treatment Integrator
Facility size
$1.1MM
Equipment and working-capital financing
Supported modular treatment systems, filtration components, and field deployments ahead of customer acceptance and payment.
Business ServicesApril 2026
Payroll & Workforce Services
Facility size
$1.25MM
Revolving Line of Credit
Helped manage timing between customer collections, payroll processing, and tax-remittance obligations.
Technology & SaaS / Security & Life Safety April 2026
Cybersecurity Managed Services Provider
Facility size
$2.25MM
Acquisition and working capital facility
Financed talent, monitoring infrastructure, and a complementary managed-services acquisition.
Construction & TradesApril 2026
Residential Construction Company
Facility size
$5MM
Revolving Line of Credit
Supported labor, materials, and overlapping project schedules as contracted homebuilding activity grew.
AutomotiveApril 2026
Commercial Fleet Maintenance Provider
Facility size
$3.5MM
Revolving Line of Credit
Supported mobile-service vehicles, parts inventory, and expansion into additional fleet accounts.
HealthcareApril 2026
Outpatient Rehabilitation Center
Facility size
$1.75MM
Term Facility
Financed therapy equipment, clinic improvements, and staffing for an additional treatment location.
Cold Chain LogisticsMarch 2026
Temperature-Controlled Logistics Provider
Facility size
$5.8MM
Fleet and receivables-backed facility
Added refrigerated capacity and monitoring systems while bridging fuel, payroll, and customer-payment timing.
Business ServicesMarch 2026
Flexible Office & Coworking Operator
Facility size
$350K
Term Facility
Funded furniture, technology, tenant improvements, and the opening period for an additional location.
AgricultureMarch 2026
Poultry Farm Services Provider
Facility size
$2MM
Equipment and seasonal working-capital facility
Funded sanitation systems, pest-control equipment, litter-treatment inventory, and service vehicles.
AutomotiveMarch 2026
Collision Repair & Auto Body Shop
Facility size
$1.25MM
Term Facility
Upgraded paint and repair equipment while supporting parts purchases and insurer-payment timing.
HealthcareMarch 2026
Home Health Care Agency
Facility size
$3MM
Revolving Line of Credit
Supported caregiver payroll and service growth while eligible payer receivables remained outstanding.
Technology & SaaSFebruary 2026
Field Service Management SaaS
Facility size
$350K
Term Facility
Supported product investment and customer acquisition while recurring contracts continued to scale.
Construction & TradesFebruary 2026
Commercial HVAC Contractor
Facility size
$350K
Term Facility
Financed service vehicles, installation equipment, and payroll during larger commercial projects.
Security & Life SafetyFebruary 2026
Authorized Alarm Systems Dealer
Facility size
$2MM
Recurring-revenue acquisition facility
Supported account purchases, installation inventory, and growth in monitored customer contracts.
Hospitality & RetailFebruary 2026
Greek & Mediterranean Restaurant
Facility size
$900K
Term Facility
Supported kitchen equipment, dining-room improvements, and opening costs for a second location.
AgricultureJanuary 2026
Specialty Crop & Irrigation Services
Facility size
$350K
Term Facility
Added field-service vehicles and installation equipment to serve a larger agricultural territory.
AutomotiveJanuary 2026
Independent Auto Repair Center
Facility size
$350K
Term Facility
Added service bays, lifts, diagnostic systems, and alignment equipment for greater repair capacity.
HealthcareJanuary 2026
Behavioral Health Practice
Facility size
$350K
Term Facility
Opened an additional location, recruited clinicians, and bridged the ramp-up of newly added capacity.
Security & Life SafetyDecember 2025
Fire & Life-Safety Services
Facility size
$350K
Term Facility
Expanded inspection capacity and added complementary fire-alarm or suppression-service operations.
Professional ServicesDecember 2025
Regional Law Firm
Facility size
$350K
Term Facility
Supported partner succession, lateral hiring, and operating needs across longer billing cycles.
Hospitality & RetailNovember 2025
Specialty Food & Lifestyle Retailer
Facility size
$350K
Revolving Line of Credit
Funded seasonal inventory purchases and measured expansion across physical and online channels.
Professional ServicesOctober 2025
Accounting & Tax Advisory Practice
Facility size
$350K
Term Facility
Financed the purchase of a retiring practitioner’s client portfolio and related transition costs.
No financing references are available for this filter.