Wellington Financial Overview
- Service
-
Lender
- Year Founded
-
2000
- Financed Companies
-
95
- Financings
-
97
- Serviced Investors
-
1
Wellington Financial General Information
Description
Wellington Financial was a privately-held specialty finance firm headquartered in Toronto, Canada. The firm provided term, venture and amortizing loans primarily to companies in the automation, biotechnology, healthcare, business, oil and gas services and technology sectors. The firm was managed by a partnership controlled by fund management Clairvest Group, who jointly have contributed a large financial stake to the Fund. As of January 2018, CIBC has acquired Wellington Financial which has become a part of CIBC Innovation Banking. The company is no longer tracked by PitchBook.
Contact Information
Website
www.wellingtonfund.comYear Founded
Corporate Office
- Scotia Plaza, 40 King Street West
- Suite 5001
- Toronto, Ontario M5H 3Y2
- Canada
Wellington Financial Financings
| Company Name | Financing Date | Debt/Deal Date | Debt/Deal Amount |
|---|---|---|---|
| Focus Financial Partners | Jan 2024 | ||
| Capital Vacations | Oct 2023 | ||
| Innovative Chemical Products | Apr 2021 | ||
| Cetera Financial Group | Oct 2018 | ||
| TigerConnect | Aug 2018 | ||
| QLess | Nov 2017 | ||
| Exari | Jun 2017 | ||
| Risecomm Group Holdings | Jun 2017 | ||
| Electric Cloud | Feb 2017 | ||
| Conversica | Dec 2016 |
Wellington Financial Co-Lenders (55)
| Lender | Lender Type | Lender Location | Total Shared Financings | Last Shared Financing |
|---|---|---|---|---|
| Antares Capital | Lender | Chicago, IL | 2 | |
| Apollo Global Management | Lender | New York, NY | ||
| Ares Management | Lender | Los Angeles, CA | ||
| Bain Capital | Lender | Boston, MA | ||
| Barclays | Commercial Bank | London, United Kingdom | ||
| Barings | Lender | Charlotte, NC | ||
| BlackRock | Lender | New York, NY | ||
| BMO Capital Markets | Investment Bank | Toronto, Canada | ||
| Bridge Bank | Commercial Bank | San Jose, CA | 1 | |
| Canyon Partners | Lender | Dallas, TX | 1 |
Wellington Financial Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Wellington Financial FAQs
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When was Wellington Financial founded?
Wellington Financial was founded in 2000.
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Where is Wellington Financial headquartered?
Wellington Financial is headquartered in Toronto, Canada.
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What service provider type is Wellington Financial?
Wellington Financial's service provider type is Lender.
-
What companies has Wellington Financial invested in or acquired?
Wellington Financial has invested in or acquired companies like Agilence, QLess, and Dejero.
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