- Alpha Waste Industries, Inc. $4.5 million debt raise, First Bank. Regional provider of contract waste management and disposal services
- Travel Resorts of America, Inc. $7.0 million debt raise, First Bank. Leading multi-regional owner and operator of membership-based RV resorts
- Pediatric Advanced Therapy – $1.8 million debt raise, United Community Bank. Regional provider of occupational therapy, speech therapy, and physical therapy for kids with 3 locations
- Better Car People – major growth recapitalization with Graham Software Development (part of the Graham Group). Fast growing provider of SaaS solutions for sales, service, business development, and lead management for auto dealers
- EarthKind – undisclosed equity financing with Sweat Equities Fund. Innovative and fast-growing developer and manufacturer of environmentally sensitive pest control products
- AMTdirect – major growth recapitalization with Luminate Capital. Fast growing provider of SaaS solutions for property and equipment lease administration and accounting services
- SonaCare Medical LLC – $3.0 million subordinate debt financing with Decathlon Partners. Minimally-intrusive , high intensity focused ultrasound (HIFU) based, multi-organ cancer medical devices
- CTL Packaging, LLC – $8.0 million debt financing with Directed Capital Resources. International provider of unique, high-end tubular packaging solutions for global consumer packaged goods companies
- iHealth Solutions, LLC – $7.0 million equity financing with Fulcrum Equity Partners. Leading national provider of revenue cycle management (RCM), practice management (PM), and other proprietary clinical and financial applications for physician practice groups and hospitals. Growth financing to support acquisition of DNA Healthcare
- Pediatric Advanced Therapy – complex partner buyout, growth equity investment, and real-estate purchase transaction involving $1.2 million debt financing with Capital Bank. Regional provider of specialty occupational, speech, and physical therapy focused on children
- Jernigan Farms – $4.8 million debt financing with CBC National to support installation of innovative waste-to-energy system. Regional, diversified agribusiness
- Fuzzy Logix, LLC – $5.5 million equity financing with New Science Ventures. Advanced software for in-database, predictive analytics around big data
- SentryOne, Inc. – $25 million equity financing with Mainsail Partners. Leading provider of database management and performance optimization software
- 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
- 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
- Travel Resorts—$2.5 million senior debt financing with First Bank, Inc. National provider of membership-based RV campground resort services
- Carolina Urgent Care—undisclosed senior debt financing. Highly innovative Urgent Care and Sports Medicine facility opening in 2014 in eastern NC
- 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
- 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
- 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—$12.0 million senior debt financing with Fulton Financial Corporation. Global provider of security and specialty project management services to the US government
- T1V, LLC—$6.1 million equity and subordinate debt financing with Fidelis Capital, Decathlon Ventures and other investors. Leading provider of large format touchscreens for multi-user applications in corporate, education, healthcare, and retail markets
- 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
- 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 financing. 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
- SonaCare Medical, 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. & CardioSom, 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 financing with Galen Partners. Non-intrusive prostate cancer medical devices and facilities-based therapeutic healthcare services
- F-Origin, Inc.—$5.0 million equity financing with PrimeView International, Keynote Ventures. Advanced hardware and software for touchscreen wireless and other devices
- 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
- 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 financing with Originate Ventures. Follow-on round closed as well. Liquid adhesive based wound closure applications
- 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.
- Bollag International, Inc. – $15.9 million asset-backed revolving and term loan with CIT Group. International manufacturer of specialty textile products and materials
- 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)
