Wells Fargo Capital Finance

Membership-based, non-insurance healthcare companies helping maintain a steady state of well being.

Preventive Healthcare

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 Sharecare is a preventive care platform that provides a range of personalized digital therapeutics programs to help members achieve their health goals through lifestyle changes. The company offers a wide range of digital therapeutic and health coaching programs covering mindfulness, tobacco cessation, weight loss, and chronic disease management.&nbsp;
 
 
 The app-based platform is available to track vitals, set goals, order medication, and store medical records that can be accessed by a user&rsquo;s doctor. For healthcare providers, the platform offers value-based care programs, information management solutions, and payment integration.&nbsp;
 
 
 The company operates a B2B2C business model targeting employers, health insurance companies, life sciences companies, and healthcare providers. As of March 2023, the company has over 12 million members.
 
 
 In August 2021, the company acquired CareLink, an on-demand digital home-based healthcare platform. The acquisition allowed Sharecare to enter the home care space, providing access to CareLinx&rsquo;s network of 450,000 caregivers. This marked the 18th acquisition by the company since its inception in 2010.&nbsp;
 
 
 Sharecare began trading on the Nasdaq in July 2021, under the ticker symbol &ldquo;SHCR&rdquo; following a merger with special purpose acquisition company Falcon Capital Corporation. However, in 
 <a href="https://sp-edge.com/updates/30782">
 June 2024
 </a>
 , the company was acquired by healthcare investment firm Altaris for a consideration of USD 518 million and transitioned to a privately owned entity.
 
 
 For 
 <a href="https://about.sharecare.com/press-releases/sharecare-announces-fourth-quarter-and-full-year-2023-financial-results-and-operational-highlights/">
 FY2023
 </a>
 , the company reported a revenue of USD 445.3 million, a 1% YoY increase. However net loss for the year increased by 8/3% YoY to USD 128.5 million.
 
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Using AI to mimic and understand human language

Natural Language Processing Tools

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 Upland Software is an enterprise software company that provides communication solutions to businesses. Its product portfolio comprises AccuRoute, Adestra, Altify, BA Insight, BlueVenn, Cimpl, ComSci, Eclipse PPM, FileBound, InGenius, Intelligent Capture, InterFAX, Kapost, Localytics, Mobile Messaging, Objectif Lune, Panviva, PostUp, PowerSteering, PSA, Qvidian, Rant &amp; Rave, RightAnswers, RO Innovation, Second Street and Ultriva for business operations, contact centers, and HR and legal, IT, marketing, project management and sales. The company serves a customer base of over 10,000 companies including Pepsico, GE Healthcare, Frontier Airlines, NRDC and Western Union. Upland is publicly held, and has Canadian, EMEA and Asia-Pacific offices.
 
 
 
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Plantforce is a supplier of technology-advanced plant hire machinery tailored to the construction, major project, and energy industries.

Doman Building Materials Group is a leading Canadian wholesale distributor of building materials, home renovation products, and hardware and also provides wood pressure treating services. Through our distribution warehouses, we provide a comprehensive range of building products to dealers/lumberyards and home improvement centers. Builders and homeowners use our products primarily in new construction, repair, and remodeling. We carry a full line of structural, exterior, interior, and specialty products that provide quality and value for all types of projects.

Alpine Ridge Funding provides factoring facilities to small and lower middle-market businesses by purchasing accounts receivable.

Mountain Ridge Capital provides financial services including short and long term loans for individuals and business organizations.

Targeted Lending provides equipment financing services offering funding options for businesses. It also offers proprietary systems so users can track the status of their deals in real time.

Legacy Corporate Lending is an independent asset-based lending company providing revolving lines of credit and term loan commitments up to $40 million in transaction size.

Kurt Geiger first opened in Britain’s fashion capital on Bond Street, London in 1963. Since the Sixties Kurt Geiger has not stood still as it continuously evolves to make covetable footwear and accessories with a unique market position, pairing aspiration with accessibility. Creative Director, Rebecca Farrar-Hockley and her team of specialist shoe and accessory designers make up the creative vision of the brand situated at the Kurt Geiger headquarters on Britton Street, London.  The Kurt Geiger design studio sees distinct product creation for each label. From Kurt Geiger London’s Italian craftsmanship marrying cutting edge materials, signature sandals and razor sharp stilettos to KG Kurt Geiger’s London-cool, Miss KG’s fashion essentials at accessible price points and Carvela’s unique signature of sophisticated footwear and every day must-haves. In 2011 Kurt Geiger founded Everything But the Dress. A striking accessory collection with a blend of the capital’s edgy attitude with quality and accessibility- London styling is at the heart of the Kurt Geiger brand.  An authority on designer footwear and accessories for women and men, today Kurt Geiger has over 70 stores globally and over 170 concessions within the world’s most prestigious department stores.

good natured is producing and distributing one of North America’s widest assortments of better everyday products made with the highest possible percentage of renewable, plant-based materials and no BPAs, phthalates or other chemicals of concern potentially harmful to human health and the environment. With a growing assortment of over 385 products and services, good natured creates eco-friendly home and business products, food packaging, restaurant/take-out containers, medical and industrial supplies designed to do good for the planet, good for human health and good for business by driving incremental sales, minimizing waste and reducing environmental impact, all bundled up in a fresh and approachable brand.

Drips.com features an AI engine that helps improve lead-to-call conversion and reduces overall lead gen costs. Its solutions allow its users to increase or decrease lead flow, via Conversational text messaging without having to hire or fire agents or worry about space constraints. The company was founded in 2014 and headquartered in Ohio, United States.

Salary.com remains the technology leader in providing employee compensation data, software, and services to enterprises, small businesses, and individuals. Their enterprise software helps companies manage their compensation expenditures with real-time, decision-ready data and analytical tools. The Salary.com website is one of the most widely recognized destinations for those seeking reliable information about employee pay levels and compensation-related best practices, trends, and policies.  Cloud-based data and software combined with their professional services make the expertise of Salary.com's team of certified compensation professionals available to everyone - from the largest employers to small business owners and individuals - facilitating fast, accurate decisions that deliver superior results.

Verafin provides a cloud-based cross-institutional software platform for Fraud Detection and Management, BSA/AML Compliance and Management, High-Risk Customer Management, and Secure 314(b) Information Sharing. More than 2600 banks and credit unions use Verafin to effectively fight financial crime and comply with regulations. Leveraging its big data intelligence, visual storytelling, and collaborative investigation capabilities, Verafin significantly reduces false positive alerts, delivers context-rich insights, and streamlines the daunting BSA/AML compliance processes that financial institutions face today.  Verafin is the exclusive provider for Texas Bankers Association, Western Bankers Association, Florida Bankers Association, Illinois Bankers Association, Massachusetts Bankers Association, and CUNA Strategic Services, with industry endorsements in 47 U.S. states.

In 1818, Henry Sands Brooks founded Brooks Brothers, the first ready-to-wear fashion emporium in America. Since then, they are proud to have become an institution that has shaped the American style of dress through fashion innovation, fine quality, personal service, and exceptional value in their products.

Founded in 1992 and headquartered in Atlanta, Georgia, USA, Strata Worldwide is a leading global provider of products, services and technologies that promote a higher level of safety in the mining and energy sectors. Strata offers differentiated mining products such as engineered secondary roof supports, coal mining ventilation control and emergency refuge chambers. It specializes in advanced safety technologies including completely wireless underground communications, tracking and atmospheric monitoring, as well as proximity detection systems that operate both underground and on the surface.  Strata’s mission is to provide products and services that keep working environments both safe and productive. Their core values are to listen to customer requirements, tailor solutions to meet their needs, and provide unmatched service and support throughout the entire business process.  Over the course of 24 years, they have established a large customer base built on trust by providing proven and reliable products, high quality service and timely customer support.

HomeBase is a  home improvement and garden retailer that offers products for painting and decorating, plants, garden tools and accessories. Founded in 1979, Homebase is one of the UK’s leading home improvement and garden retailers. The company operates 249 stores across the UK and Ireland (as at 31 May 2018), employing 11,500 people throughout its store estate, distribution centres and support offices.

Sharecare is the digital health company that helps people – no matter where they are in their health journey – unify and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, government organizations, and communities optimize individual and population-wide well-being by driving positive behavior change. Driven by our philosophy that we are all together better, at Sharecare, we are committed to supporting each individual through the lens of their personal health and making high-quality care more accessible and affordable for everyone.

At Chewy, we view pets (and pet parents) as family and are obsessed with meeting their needs and exceeding customer expectations through every interaction. Customers love shopping our wide selection of products including more than 110,000 high-quality items from 3,500 trusted brands, which we offer at competitive prices and fast 1-2 day shipping. Chewy’s commitment to customer service is the core of our brand, and our customers love us for it. We “WOW” pet parents through 24/7 assistance, advice and encouragement every day of the year. We make pet parenting easy with our convenient Autoship subscription program—which allows our customers to schedule their orders, so they never run out of their pet food, supplies and medication they need.  Chewy is also home to a comprehensive portfolio of pet healthcare offerings that include Chewy Pharmacy, America's #1 Pet Pharmacy, Connect with a Vet, an industry-leading tele-triage service, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. In 2024, Chewy launched Chewy Vet Care, pet health practices that combine our acclaimed customer focus with excellent veterinary medicine. Chewy is also committed to supporting the broader veterinary community with innovative B2B software such as Practice Hub, an integrated pharmacy solution that makes veterinarians’ jobs easier by enhancing their operational efficiency. Chewy is an experience company built on the back of product and technology. Innovation drives our operations and our team is constantly striving to find new and better ways to improve. From an easy-to-navigate website and highly-rated mobile apps, to detailed order tracking and personalized “Pet Profile” features, we are transforming the way pet parents shop.

Conifex and its subsidiaries' primary business currently includes timber harvesting, reforestation, forest management, sawmilling logs into lumber and wood chips, and value added lumber finishing and distribution. Conifex's lumber products are sold in the United States, Chinese, Canadian and Japanese markets. Conifex has expanded its operations to include bioenergy production following the commencement of commercial operations of its power generation facility at Mackenzie, British Columbia.

Upland is a cloud-based enterprise technology tool that helps businesses communicate with clients on key digital channels. The Upland Cloud gives millions of businesses the ability to automate crucial document workflows, manage projects and IT budgets, communicate with customers on important digital channels, and improve sales force effectiveness. The UplandOne platform, which puts consumers at the center of all they do, and a 100% dedication to customer success underpin the Upland Cloud. Upland  is based in Austin, Texas, and was established in 2010.

Coral Capital Solutions is a commercial finance company providing working capital to small and midsize businesses mainly through financing their Purchase Orders and Accounts Receivable.

sPower is an independent power producer (IPP) which owns and/or operates more than 150 utility and distributed electrical generation systems across the US and the UK. The company is headquartered in Salt Lake City with offices in San Francisco, Long Beach and New York City,  With 6.7GW between operating, construction and pipeline, sPower is actively buying select utility-scale renewable assets in virtually any stage of development in the United States.

Headquartered in Philadelphia, CDI Corp. (NYSE: CDI) is a leading provider of engineering and information technology outsourcing solutions and professional staffing. Its operating units include CDI Engineering Solutions, CDI IT Solutions, CDI AndersElite Limited, and Management Recruiters International, Inc. With offices throughout North America as well as joint ventures in Kuwait and Mexico, the CDI Engineering Solutions division provides engineering outsourcing, project management and professional services to Global 1000 clients in the aerospace, government services, infrastructure, life sciences and process & industrial markets.

Founded in 1999, National Funding is one of the country's leading financial technology companies for small and medium-sized businesses, providing working capital loans, equipment financing, merchant cash advances and credit card processing.  National Funding has provided more than $1 billion in capital for over 20,000 businesses nationwide. The company believes in American small business owners, and strives to provide fast turnaround, flexible solutions and great service to all of its customers and clients in a diverse range of industries including: automotive, construction, excavation, manufacturing, retail, packaging, printing, restaurant, telecommunications, trucking, and waste management, among others. The company was recognized on the Inc. 500 | 5000 list for the past three years, as well as one of San Diego Business Journal’s Fastest Growing Companies for the past three years.

Wave is a leading provider of video, internet and phone services on the West Coast, serving customers in communities in Washington, Oregon, and California.  Wave, founded in 2003, is part of WaveDivision Holdings, LLC, which currently serves over 455,000 residential and business customers in Washington, Oregon, Sacramento, and the San Francisco Bay Area. WaveDivision Holdings is headquartered in Kirkland, Washington.  Owned and operated by local industry leaders, WaveDivision Holdings supports its customers with decades of cable know-how. Its mission is to provide 100% of its cable systems with the latest technologies and upgrades including high-speed internet, digital cable, home phone service, international programming, DVR, HDTV, and TV On Demand services.

CAN Capital provides capital to small and medium-sized businesses, using its own real-time platform and risk-scoring models.   Its Daily Remittance Platform allows lenders to access the daily cash flows of borrowers, and collect daily remittances from them. The platform gives lenders a window into their customers’ daily business, and relies on payment processors to split the settlement of card transactions between the small business and its bank.   CAN Capital, Inc. was formerly known as Capital Access Network, Inc. and changed its name to CAN Capital, Inc. in December 2013. The company was founded in 1998 and is based in New York, United States.

Ice Mobility is a national distributor of wireless products and provider of supply chain solutions. It provides a variety of services to large and small retailers alike, including planning, procurement, marketing, forward and reverse logistics, and reporting. These value-added services help retailers increase efficiency and maximize sales of wireless products. The company was founded in 2014 and is headquartered in Lincolnshire, Illinois.

Acme is a wholesale rental company that provides earth-moving equipment including excavators, wheel loaders, crawler carriers, and compactors. Acme Lift's products include GPS units for real-time tracking by the Acme team, ensuring accurate equipment availability, usage, and billing. It also handles rentals, transportation, and invoicing, giving customers a single point of contact and seamless communication.

Battlecat Oil & Gas, LLC is a private independent exploration, production and development company focused on applying our “unconventional” experience to develop reservoirs with similar reservoir characteristics as those we have been so successful with in south Texas.

XZERES designs, manufacture, and distributes high quality distributed small wind turbines (2.4kW -10kW). XZERES Wind offers wind energy solutions. Its grid-connected and off-grid wind turbine systems, which consist of 2.4kW and 10kW devices and related equipment, are utilized for electrical power generation for applications and markets such as residential, micro-grid based rural electrification, agricultural, small business, rural electric utility systems, as well as other private, corporate infrastructure and government applications. Its wind turbine systems are focused on distributed energy, where a specific machine's energy output is largely or entirely used on-site where the equipment is installed, as well as grid-connected applications.  While many of its customers take advantage of their local net-metering rules within the United States and Feed-In Tariffs that are often available in Europe and Internationally (to sell power back to the grid), their wind power systems are not dependent on transmission needs to carry the energy produced to another location.

Charles & Colvard, Ltd. is the sole source worldwide for moissanite, a unique created gemstone with exceptional brilliance, fire, luster, durability, and rarity like no other gemstone available on the market.  Our strategy is to establish reputable, high-quality, and sophisticated brands and to position moissanite as an affordable, luxurious alternative to other gemstones, such as diamond.  We sell loose moissanite gemstones and finished jewelry at wholesale to distributors, manufacturers, and retailers and at retail to end consumers through our wholly owned operating subsidiaries Moissanite.com, LLC and Charles & Colvard Direct, LLC.

ENTREC is a leading provider of heavy lift and heavy haul services with offerings encompassing crane services, heavy haul transportation, engineering, logistics and support.  ENTREC provides these services to the oil and natural gas, construction, petrochemical, mining and power generation industries.

Augustus Energy Partners, LLC provides oil and gas exploration services. The company engages in acquisition and development of oil and gas properties in the Rocky Mountain and mid-continent regions. Augustus Energy Partners, LLC was incorporated in 2006 and is based in Billings, Montana.

Ascend Acquisition Corp. obtained the written consent from holders of a majority of its then outstanding common stock to change its name to “Kitara Media Corp.”  Kitara Media is a transparent behavioral network that combines advanced targeting, and performance with site by site reporting, allowing advertisers to identify and track a desired audience on an unprecedented level.   Kitara Media offers state of the art demographic, behavioral, chronographic & geographic capabilities across a network of global publishers to ensure your message is delivered to the right audience in a transparent environment.

Accela provides market-leading SaaS solutions that help governments worldwide to build thriving communities, grow businesses, and protect citizens' services. From planning, building, licensing, and permitting, to asset and service request management, finance, environmental health, and more. It was founded in 1981 and is headquartered in San Ramon, California.

We’re a leading gourmet gift company and a top 100 Internet Retailer with a reputation for quality. In 1934, brothers Harry and David turned their extraordinary Royal Riviera® Pears into the perfect holiday gift. To this day, we offer a wide variety of quality handpacked gift baskets and towers, fresh fruit gifts, gourmet treats, chocolate gifts and business gifts for every occasion. Our gifts are available online, in stores and catalogs, and through select retail partners. Shipped to arrive on time, in perfect condition. Guaranteed.

MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital.  As of January 2015, MidCap Financial has over $3 billion of commitments under management. Since our founding in 2008, we have been working with management teams and sponsors to deliver thoughtful and cost effective debt solutions. Companies need a lender that understands their business and has the creativity and flexibility to provide financing solutions that are suited to their needs. At MidCap Financial, our years of experience, strong balance sheet, and flexibility make us the lender of choice for companies across all stages of growth and complexity.  MidCap Financial is managed by Apollo Capital Management, L.P., a subsidiary of Apollo Global Management, LLC, pursuant to an investment management agreement. Apollo Global Management is one of the world's largest asset managers with over $160B of assets under management (as of January 2015), providing market leading industry expertise, market reach, and financing synergies.

Rocket Software, Inc. designs, develops, and supports enterprise class software products and technology components for hardware and software vendors in Europe, Australia, Asia, and North America.   It offers enterprise infrastructure products in the areas of business intelligence, storage, networks and telecom, terminal emulation and FTP, modernization and SOA, integration, security, and database, as well as data management, application management, OSS, directory, Web applications, and Windows.    In addition, it offers technical support, training, consulting, product development, and maintenance services. The company serves OEMs, networks, and software companies. Rocket Software, Inc. has strategic partnerships with Embarcadero Technologies and RSA Security. T  he company was founded in 1990 and is headquartered in Newton, Massachusetts with additional offices in California, Virginia, Minnesota, Washington, Arkansas, Georgia, Canada, the United Kingdom, the Netherlands, France, Germany, Australia, the People's Republic of China, and Russia.

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Wells Fargo Capital Finance provides flexible and innovative financing.  It offers traditional asset-based financing, specialized senior, and junior secured financing, accounts receivable financing, factoring, and supply chain financing to mid-sized and large businesses.   Well Fargo's clients include manufacturers, wholesalers, distributors, and service companies. The company also have dedicated expertise in healthcare, government contracting, consumer products, retail, software and technology, energy, oilfield services, staffing, and trucking and transportation.

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