Specialty and Consumer Finance Capital Raises and Investors in the U.S. – November 16th – December 31st, 2025
Several interesting transactions closed in the Specialty and Consumer Finance sector over the past month. If you would like more info on these deals or would like to discuss the capital raising market for your company, please contact me.
Buyout/LBO
- Guild Holdings, a growth-oriented mortgage company. It operates in two segments, was acquired by Bayview Asset Management through a $1.31 billion public-to-private LBO.
- Sterling Financial Group, financial advisory and investment management services that serve individuals, families, and small businesses, was acquired by Sequoia Financial Group through an LBO.
Early Stage VC
- 275 Funding, investment services that facilitate capital advances, raised $46.38 million of venture funding.
- Paperstack, a financial platform that provides working capital and business insights, raised $3.84 million of venture funding from Matchstick Ventures, Techstars and other.
Accelerator/Incubator
- Bree, a financial technology company that provides cash advances and budgeting tools to help Canadians achieve financial wellness, joined C100 as part of its growth program.
- Onza Finance, an AI-powered liquidity platform that helps skilled nursing facilities convert Medicare and Medicaid receivables into working capital, joined Harvard Undergraduate Capital Partners and received grant funding.
Corporate
- Compeer Financial, a farm credit cooperative organization that enriches agriculture and rural America, received $300 million of financing from private investors.
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Vikas Garg
Managing Director
Over 30 years of experience in finance in asset and mortgage-backed securities and raising private debt and equity capital for companies. Formative years at major investment banks including JP Morgan, Banc of America Securities and Morgan Stanley working in and managing structured products teams. Front office role in dozens of transactions totaling well over $50 billion in face value. Extensive experience working with internal and external counterparties including investors and rating agencies. Independently advised companies in overall strategy, management best practices, FP&A, business development and financial management. Began career at KPMG. BS in Finance from the University of Maryland and holds the Chartered Financial Analyst (CFA) designation. Series 7, 24, 63 and 79 licenses.
- Email: vgarg@castleplacement.com
- (C) (917) 733-5414
 Vikas GargManaging Director |
Please contact me if you have any questions or would like to discuss your capital raise:
Email: vgarg@castleplacement.com
(C) (646) 770-1350
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Sources: Information on this page was derived from a variety of sources including Bloomberg, Company Websites, Crunchbase, PitchBook and other news outlets. Castle Placement® does not warrant or guarantee this information, nor makes any representations as to the accuracy of the information. For more Risks, see CPGO Risks and Disclaimers.
