Participated · Debt Financing · Jun 2026

Origis Energy develops, owns, and operates utility-scale solar and battery storage projects. The company is advancing a pipeline of more than 20 GW and said the new facility will help advance over 5 GW of highly advanced projects. Origis reported that it has quadrupled its operating capacity over the past 24 months. Earlier financings this year include $118 million in tax equity for the Chalan Solar + Storage project and approximately $545 million in senior secured project financing for three Rockhound Projects. Management framed the new corporate credit facility as liquidity to support its growth strategy and accelerate its near-term project pipeline. The syndicate of banks and institutional investors on the transaction provides both funded credit and letter-of-credit capacity to underwrite development activity.

Participated · Debt Financing · Dec 2025

Founded in 2015, EquipmentShare blends a nationwide equipment rental business with a cloud-enabled technology stack aimed at improving productivity on construction sites. Its proprietary T3 platform offers telematics, fleet management, connected jobsite sensors, and a digital marketplace for equipment rentals. The company has rapidly grown into one of the largest equipment rental providers in the United States and continues to broaden its national footprint. EquipmentShare focuses on delivering data-driven insights and digitally integrated asset management to boost efficiency and collaboration in the construction industry. Management is prioritizing expanded technology investments and the scaling of its rental operations. A recently secured $2.75 billion credit facility strengthens its capital structure, extends debt maturities to 2030, and provides ample liquidity to fund these growth initiatives.

Led · Debt Financing · Nov 2025

Moment Energy extracts EV battery modules, replaces automakers’ battery management systems with its own software, and packages diverse chemistries into modular, UL-certified grid storage solutions. The company emphasizes safety and modularity to improve insurability, uptime, and compatibility with future battery advances. Moment has supply agreements with Mercedes-Benz and Nissan and serves customers that include utilities, industrial firms, and data centers. It employs around 72 people and has raised over $100 million in total funding, including a recent $40 million Series B and a $20 million loan from the U.S. Department of Energy. Moment is building a gigawatt-scale factory in Austin, Texas to scale production and deployment.

Led · Debt Financing · Nov 2025

Drip Capital is a global digital trade finance and B2B e-commerce company focused on simplifying cross-border transactions for small and mid-sized enterprises (SMBs). Its flagship Buyer Finance program pays suppliers directly and gives importers collateral-free credit lines of up to US$5 million, repayable in up to 120 days. By doing so, the company targets the US$2 trillion trade-finance gap that disproportionately restricts SMBs. Drip operates through a fully digital platform and says it is already financing the supply chains behind millions of North American purchases. The firm is now concentrating on accelerating its footprint in the United States and Canada. To support this push, it recently secured a substantial credit facility from TD Bank and continues to work with other global lending partners such as Barclays, the International Finance Corporation, and East West Bank.

Participated · Series C · Apr 2025

Luma Financial Technologies operates a customizable, independent buy-side technology platform that helps institutional and retail investors learn about, research, purchase, and manage alternative investments and annuities. Its suite includes education and training resources, creation and pricing of custom structured products, electronic order entry, and post-trade management, and supports multi-issuer, multi-wholesaler, and multi-product workflows. The platform has been adopted by broker/dealer firms, RIA offices, and private banks around the world. Luma plans to use new capital to accelerate expansion across key markets, deepen product innovation, and enhance global client support capabilities. Management says the company is on a strong growth trajectory and that the financing will allow it to scale impact while preserving its leadership and strategic direction. Headquartered in Cincinnati with offices in New York, Miami, Zurich, and Lisbon, Luma emphasizes transparency and advisor-centric design in its product roadmap.