Closed Capital Raise Transactions

  • Trident Marketing – $6.5 million senior debt financing with First Bancorp. Leading provider of technology-based customer generation services for major brands
  • Culmen International, LLC -$12 million senior debt financing with Fulton Financial Corporation. Global provider of security and specialty project management services to the US government
  • T1 Visions, LLC - $1.7 million equity financing with undisclosed investors. Leading provider of large format touchscreens for multi-user applications in corporate, education, healthcare, and retail markets
  • Northwest Companies, Inc - $2.6 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
  • 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
  • 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
  • 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
  • Enveniam, Inc. – major institutional growth financing. Wireless exterior lighting controls software and services
  • PlanITROI, Inc. – $4.0 million debt. Leading national IT equipment asset disposition services company
  • TruPoint Partners, Inc. - undisclosed equity. Software-as-a-Service compliance solutions for commercial banks and other financial institutions
  • Bioptigen, Inc. - $1.5 million equity. In vivo optical imaging device company spun off from Duke University in 2004
  • 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
  • F-Origin, Inc - $1.0 million equity follow-on, undisclosed foreign investors. Advanced hardware and software for touchscreen wireless and other devices
  • Dormir, Inc.- $4.0 million equity follow-on, Excel Medical Ventures. Healthcare services and respiratory medical equipment distribution
  • US HIFU, LLC – $5.0 million senior financing, MMV Financial. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services
  • American Research Institute, Inc. - senior credit facility for working capital with Federal National Payables
  • IntePoint, Inc. – senior credit facility for working capital with Fifth Third Bank
  • Dormir, Inc. – $8.0 million equity, CHL Medical Partners, Noro-Moseley Partners. Healthcare services and respiratory medical equipment distribution
  • US HIFU, LLC - $23.0 million equity, Galen Partners. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services
  • F-Origin, Inc. – $5.0 million equity, PrimeView International, Keynote Ventures. Advanced hardware and software for touchscreen wireless and other devices
  • Piedmont Pharmaceuticals LLC – $8.5 million equity, CM Capital, Piedmont Angel Network, high net-worth individuals. Follow-on round of $5 million closed. Specialty pharmaceuticals for human and companion animal health
  • Kid Basix, LLC – undisclosed equity, institutional and high net-worth individuals. Follow-on round closed as well. Advanced, safety-enhanced consumer products for children
  • Adhezion Biomedical, Inc. – $3.2 million equity, Originate Ventures. Follow-on round closed as well. Liquid adhesive based wound closure applications
  • Advanced Detection Technology, Inc. - $1 million equity, Carolina Mills. Physical security hardware and software infrastructure for military and other extremely high security environments.

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)

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