Closed Capital Raise Transactions

  1. Payzer, Inc. – $4.2 million equity financing with Grotech Ventures and Route 66 Ventures. Fast growing mobile and cloud based financial technology platform for home services contractors
  2. Randa Solutions, Inc. – $5.0 million debt financing w/ Fulton Financial, Inc. Innovative provider of data services and education intelligence to educational administrators and teachers
  3. Travel Resorts—$2.5 million senior debt financing with First Bank, Inc. National provider of membership-based RV campground resort services
  4. Carolina Urgent Care—undisclosed senior debt financing. Highly innovative Urgent Care and Sports Medicine facility opening in 2014 in eastern NC
  5. Cell Phone Repair Franchise Systems, Inc.—undisclosed senior debt bridge financing. National provider of on-premises repair solutions for cell phones, tablets, and other electronic devices with over 120 stores
  6. Wellness Corporate Solutions, Inc—undisclosed growth capital financing in the form of senior debt. State-of-the-art corporate wellness company providing high-touch wellness programs emphasizing health education and behavior change
  7. Trident Marketing—$6.5 million senior debt financing with First Bancorp. Leading provider of technology-based customer generation services for major brands
  8. Culmen International, LLC—$12.0 million senior debt financing with Fulton Financial Corporation. Global provider of security and specialty project management services to the US government
  9. T1 Visions, LLC—$3.8 million equity financing with undisclosed investors. Leading provider of large format touchscreens for multi-user applications in corporate, education, healthcare, and retail markets
  10. Northwest Companies, Inc—$3.1 million subordinate and senior debt financing with Decathlon Alpha and CertusBank. National provider of SaaS-driven management services meeting the exterior facilities maintenance needs of large companies
  11. The Coupon Doc, Inc.—undisclosed convertible debt financing with Great Oaks Venture Capital and angel investors. Innovative internet based source for healthcare coupons and discounts for consumers
  12. Yodil, Inc.—growth equity financing with private group of insurance industry veterans. SaaS provider of business intelligence, data analytics, operational reporting to the insurance industry
  13. AtoZ Companies, Inc.—major equity and convertible note financing with angel investment group and individuals. Multi-niche online retailer leveraging advanced, analytics-based customer acquisition technologies
  14. Enveniam, Inc.—major institutional growth financing. Wireless exterior lighting controls software and services
  15. PlanITROI, Inc.—$4.0 million debt financing. Leading national IT equipment asset disposition services company
  16. TruPoint Partners, Inc.—undisclosed equity. Software-as-a-Service compliance solutions for commercial banks and other financial institutions
  17. Bioptigen, Inc.—$1.5 million equity. In vivo optical imaging device company spun off from Duke University in 2004
  18. PDQ, LLC—$1.4 million equity and debt. Innovative quick service restaurant chain offering fresh food fast based on unique, focused menu and technology leverage
  19. F-Origin, Inc—$1.0 million equity follow-on, undisclosed foreign investors. Advanced hardware and software for touchscreen wireless and other devices
  20. Dormir, Inc.—$4.0 million equity follow-on, Excel Medical Ventures. Healthcare services and respiratory medical equipment distribution
  21. SonaCare Medical, LLC—$5.0 million senior financing, MMV Financial. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services
  22. American Research Institute, Inc.—senior credit facility for working capital with Federal National Payables
  23. IntePoint, Inc.—senior credit facility for working capital with Fifth Third Bank
  24. Dormir, Inc. & CardioSom, Inc. —$8.0 million equity, CHL Medical Partners, Noro-Moseley Partners. Healthcare services and respiratory medical equipment distribution
  25. US HIFU, LLC—$23.0 million equity financing with Galen Partners. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services
  26. F-Origin, Inc.—$5.0 million equity financing with PrimeView International, Keynote Ventures. Advanced hardware and software for touchscreen wireless and other devices
  27. Piedmont Pharmaceuticals LLC—$8.5 million equity financing with CM Capital, Piedmont Angel Network, high net-worth individuals. Follow-on round of $5 million closed. Specialty pharmaceuticals for human and companion animal health
  28. Kid Basix, LLC—undisclosed equity, institutional and high net-worth individuals. Follow-on round closed as well. Advanced, safety-enhanced consumer products for children
  29. Adhezion Biomedical, Inc.—$3.2 million equity financing with Originate Ventures. Follow-on round closed as well. Liquid adhesive based wound closure applications
  30. Advanced Detection Technology, Inc.—$1 million equity financing with Carolina Mills. Physical security hardware and software infrastructure for military and other extremely high security environments.
  31. Bollag International, Inc. – $15.9 million asset-backed revolving and term loan with CIT Group. International manufacturer of specialty textile products and materials
  32. Blueridge Analytics, Inc. – $2.5 million equity financing with strategic partners and high net-worth individuals. Innovative provider of software as a service for civil engineering and site planning.

Closed Capital Raise Transactions (Prior Experience)

  • Sam Seltzer’s, Inc.—regional upscale casual restaurant chain ($11 million mezzanine debt financing with Capital Resource)
  • Integrian, Inc.—digital video surveillance and security solutions (Board Director, multiple closed equity and debt financings)*
  • Meta Security Group, Inc.— network security software and services company (Board Director, multiple closed equity financings and company sale to Scalable Software, Inc)*
  • FullScope, Inc.— software and integration services company (Board Director, multiple closed equity financings)*
  • Bloodhound Technology, Inc.—medical claims editing software company (Board Director; multiple closed equity financings)*
  • iLiant, Inc.—outsourced solutions and services for physician practice groups (Board Advisor; multiple closed equity financings)*
  • Cogent Neuroscience, Inc.—central nervous system drug developer (Board Advisor; multiple closed equity financings)*
  • Biolex Therapeutics, Inc.—transgenic protein based drug developer and manufacturer (Board Advisor; multiple closed equity financings)*
  • A4 Health Systems, Inc.—electronic medical records software company (Board Advisor; multiple closed equity financings)*
*Reflects Mr. Gilroy’s experience as Partner in third fund of Venture Capital firm, Wakefield Group LLC (1999 – 2005)