Specialty Finance & Non-Bank Lending

Heavy construction equipment dealership serving Mid-Atlantic region; acquired by LB Advisors affiliate in 2026 with financing from MidCap Financial.

Major digital banking and payment services company offering credit cards, personal loans, savings accounts, and the Discover Global Network; recently acquired by Capital One.

Publicly-traded independent energy company (NASDAQ: DEC) acquiring, operating, and retiring natural gas and oil assets across Appalachian, Texas, and Gulf regions with $1.58B trailing revenue.

Insurtech platform using machine intelligence to streamline residential real estate transactions and title insurance. Founded as States Title in 2016, the company went public via SPAC and operated across 39 states before recent acquisition.

Online credit solutions provider for non-prime consumers using advanced risk analytics; operates Rise, Elastic, and Today Card brands across US and UK.

Credit card technology platform providing near-prime credit products to underserved consumers through the Ollo brand; acquired by Ally Financial in December 2021 for $740 million.

Agricultural lender providing production-based operating and inventory loans to farmers using innovative crop insurance-backed underwriting models to increase farmer capital access.

Reno-based fintech company using blockchain technology for lending and capital markets. Enables loan origination, funding, and securitization processes on its Provenance Blockchain, having financed over $16 billion in loans.

Government-sponsored secondary mortgage market maker (Federal Home Loan Mortgage Corporation) purchasing and securitizing mortgages supporting ~70% of U.S. home loans.

British fintech lending platform founded 2010 providing institutional SME lending across UK, US, Germany, and Netherlands; has facilitated £15B+ in loans with established underwriting and market access.

Digital payments platform providing APIs for creating financial accounts and issuing cards; acquired by SoFi for $1.2 billion in 2020 to power fintech infrastructure.

Community bank holding company established in 1968 and based in Sacramento, California. Operated approximately $150 million in assets with three branches in Sacramento, Live Oak, and Yuba City before being acquired by SoFi Technologies in 2022.

Specialty consumer leasing company focused on pre-owned Harley-Davidson motorcycles. Offers Lifestyle Lease® with no credit checks, providing alternative financing for powersports enthusiasts.

Leading global venture capital and private equity firm with $90 billion in assets under management investing in high-growth software and technology scaleup companies.

AmLaw 100 full-service law firm with ~650 attorneys providing corporate, financial services, structured finance, and securitization expertise across US and international offices.

Floorplan financing company providing inventory financing solutions to independent auto dealerships with flexible terms and access to 900+ digital and physical auctions.

Private equity firm founded in 1990 specializing in middle-market companies ($15-100M revenue) in industrial, retail, business services, and specialty manufacturing sectors.

Digital bank (rebranded to Happen Bank June 2026) offering personal loans, credit cards, and savings accounts to mass-affluent digitally-native consumers.

UK-based fintech SME lending platform founded 2016, providing fast business loans and alternative financing to 10,000+ businesses with £400M+ funded; bootstrapped, profitable, and scaled to 110+ employees by 2025.

Utah-chartered FDIC-insured industrial bank providing consumer lending for recreational vehicles, boats, and home improvements with direct origination and fintech partnership capabilities serving thousands of dealerships nationwide.

Licensed SBIC providing subordinated debt and minority equity to lower-middle market businesses since 1987, holding evergreen SBIC license (oldest in country) with $400M+ deployed across 110+ companies nationwide.

Publicly traded specialty finance company (NASDAQ: MFIN) generating $353M+ annual revenue through consumer and commercial lending including taxicab medallion, recreational vehicle, and home improvement financing.

Digital homeowner membership platform offering rewards-based credit products and mortgage services through partnerships with specialty finance lenders.

Atlanta-based financial technology platform providing embedded point-of-sale financing solutions for merchants through an API-based multi-lender lending network.

For-profit subsidiary of Mozilla Foundation that develops Firefox web browser and internet software focused on user privacy, security, and an open internet for all.

Pan-European VC firm with €185M second fund investing in deep tech, fintech, and enterprise automation across late-seed and Series A stage companies.

Global alternative investment manager with $189B+ AUM across credit, equity, and real estate; majority-owned by Brookfield since 2019 with integrated credit platform operations.

Publicly-traded BDC (NASDAQ: OCSL) providing customized credit solutions including first/second lien loans, mezzanine debt, and preferred equity to middle-market companies.

Non-listed BDC managing $7.4B in assets providing investors diversified credit portfolio with ~70% private credit and ~30% public investments; $5.25B cumulative capital raised.

Global management consulting firm with 5,000+ professionals across 60 cities specializing in financial services, risk management, and operational transformation.

Holding company for Pacific Gas and Electric, serving 16 million Californians across Northern and Central California with electricity and natural gas distribution.

AI-driven financial technology platform using machine learning and big data analytics for loan origination; public company trading on NASDAQ (PGY) with offices in New York and Tel Aviv.

UK-based FTSE 250 specialist bank offering mortgages, business loans, and savings products with £15.7B net loan book, strong SME lending division, and established wholesale funding platform.

Alternative credit manager founded in 2018; focuses on asset-based financing and deployed $2B+ across 50+ portfolio companies before partial 2025 acquisition.

Online consumer finance platform connecting borrowers with lenders for various credit products, providing access to lending marketplace solutions.

San Francisco-based fintech providing smartphone financing and consumer lending to underserved populations in emerging markets, with proprietary mobile security technology enabling phones to serve as digital collateral. The company has financed over $3.5 billion in loans across 10 million customers globally.

Financial technology and digital payments company founded in 1998 and headquartered in San Jose, California. Provides payment solutions through PayPal, Venmo, Braintree, and other brands, enabling digital and mobile payments for consumers and merchants across approximately 200 markets.

Blank check company that raised $240 million on Nasdaq to pursue acquisitions in fintech verticals including wealth management, consumer finance, payments, and insurance infrastructure.

Fintech company providing loyalty rewards programs and capital financing to restaurants, serving 24 national brands and over 20 million consumers since 1984.

NASCAR Cup Series racing team operating 2009-2021 co-owned by Murstein and Richard Petty, featuring iconic No. 43 car and notable sponsorships; team competed in 1,027 races with 7 total victories.

Lower-middle market cash-flow-based lender deployed over $700M across 60+ investments; acquired by Ares in 2024 to expand direct lending capabilities.

European chapter of the Secured Finance Network (formerly Commercial Finance Association), founded in 1944. Regional trade association and professional network serving asset-based lending, factoring, and secured finance professionals across Europe with nearly 18,000 members across 20 chapters.

Enterprise decision management and risk mitigation platform automating credit, fraud, and collections decisions for financial institutions and lending organizations.

Online personal finance platform offering student/auto loan refinancing, mortgages, personal loans, credit cards, and investment services; reports $1.2B+ quarterly revenue with Galileo/Technisys technology platform serving financial institutions.

Global financial services and payments technology company providing APIs and infrastructure for payment processing, banking services, and financial products for online and mobile commerce.

Global law firm founded in 1879 with 875+ lawyers across 13 offices. Specializes in M&A, corporate finance, litigation, investigations, regulatory and tax matters for major domestic and cross-border transactions.

Growth equity firm deploying $5-15M checks into B2B SaaS vertical-market platforms with $3-10M ARR, providing strategic capital and operational support.

Solar financing platform founded in 2011; provides residential solar loans up to $150,000 across 44+ states with terms up to 25 years.

Digital banking and financial management platform founded in 2021; enables users to automate spending control, tackle debt, and invest in private market opportunities.

Small business lending platform founded in 2006 with headquarters in Wilmington, Delaware and major operations in Conshohocken, Pennsylvania. Provided funding to over 20,000 small businesses before being acquired by PayPal in August 2017 for undisclosed terms.

Cloud-native, next-generation core banking platform providing digital banking solutions to financial institutions, banks, and fintech companies globally. Founded in 1995 and headquartered in Miami, Technisys was acquired by SoFi Technologies in 2022 for approximately $1.1 billion.

AI-powered healthcare payments platform enabling same-day claims advancement for medical practices through predictive claims analytics and risk-based lending.

Tech-enabled correspondent lender providing capital to mortgage originators for business-purpose and residential transition loans. Headquartered in Summit, New Jersey, with $4.1 billion in securitizations across 16 deals.

San Diego-based SaaS company providing AI-powered digital image and video authentication technology using cryptography to verify origin, integrity, and prevent deepfakes.

National employee benefits and insurance company founded in 1913, providing health insurance, voluntary benefits, life insurance, disability coverage, and wellness programs to employers.

Global end-to-end lending automation platform providing AI-driven credit decisioning, automated loan origination, and collections management across lending verticals.

Global microblogging and social media platform (rebranded as X in 2023) founded in 2006 and headquartered in San Francisco. Acquired by Elon Musk in 2022 for $44 billion and subsequently moved headquarters to Austin, Texas.

Minneapolis-based financial institution and 7th-largest bank in the US, offering banking, investment, mortgage, trust, and payment services to individuals and businesses.

Global catalyst and adsorbent manufacturer headquartered in Alvin, Texas, providing specialized catalyst products for refining, hydrogen, methanol, steel, ammonia, and syngas industries. Operates technical centers in the US, UK, and Vietnam with over 200 unique catalyst products.

Cloud-based AI lending platform founded in 2012 connecting millions of consumers to 100+ banks and credit unions for personal loans and auto lending using proprietary AI models.

California-based credit union founded in 1938 with $4 billion in assets; provides auto loans, mortgages, and financial services to over 360,000 members across multiple branches.

Utah-chartered, FDIC-insured industrial bank founded in 1997 and headquartered in Salt Lake City. Originates and funds consumer and commercial credit products through strategic partner platforms, serving as backend banking technology provider for fintech companies and lending platforms.

SEC-registered investment advisor founded in 2007 providing specialized private credit and asset-based lending solutions to small and middle-market businesses. Headquartered in San Francisco with offices in US, Canada, UK, and Australia. Has deployed over $20 billion since inception.

UK-based asset-based lending firm and affiliate of White Oak Global Advisors providing financing solutions to SMEs. Headquartered in Chester, England with additional offices in Glasgow, Scotland. Offers asset-based lending, invoice finance, working capital, and commercial lending products.

Founded in 2018, Wisetack is a Buy Now, Pay Later platform that embeds point-of-sale lending into SaaS software for in-person service businesses, with $64 million raised.

Global leader in affordable solar-powered solutions for off-grid markets, founded in 2007. The company manufactures and distributes solar lanterns, radios, TVs, and fans through a network of 100+ distributors, reaching 175 million people across 70 countries.

UK-based fintech lending platform founded 2011 providing flexible business loans via API integration partnerships; operates across UK, Germany, Spain, and Poland with 2-minute approval capability using advanced analytics.