Top Specialty and Consumer Finance Capital Raises and Investors in the U.S. – July 1st to 15th, 2025
Several interesting transactions closed in the Specialty and Consumer Finance sector over the past two weeks. If you would like to discuss the capital raising market for your company, please contact me.
PE Growth/Expansion
- NFS Capital, flexible equipment financing and secured loans for small and middle-market businesses across the United States and Canada, received $100 million of development capital from Monroe Capital on July 7, 2025.
Merger/Acquisition
- Jackson Creek Investment Advisors, tailored financial planning and wealth management services based in Castle Rock, Colorado, was acquired by Brand Asset Management Group on July 10, 2025.
- Direct Auto Insurance, insurance products and services based in Nashville, Tennessee, was acquired by Nationwide Life Insurance Company, a subsidiary of Nationwide Financial Services, on July 1, 2025.
Later Stage VC
- Jifiti, fintech platform that bridges the gap between lenders, retailers, and consumers, raised $3.31 million of venture funding from investors on July 3, 2025.
- Panacea Financial, digital banking platform that meets the specific financial needs of doctors, dentists, and veterinarians throughout all stages of their careers, raised $62 million of Series B venture funding from Valar Ventures on July 15, 2025.
Early Stage VC
- Grace, finance management services that cater to low-cost borrowing for users via stock-backed lending, raised venture funding from Better Tomorrow Ventures in July 2025.
Seed Round
- Earnifi, financial wellness platform for students and early-career professionals, raised $7 million of Seed-1 funding from EV3, Framework Ventures and Nascent on July 8, 2025, putting the company’s pre-money valuation at $28 million.
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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.
