Bank of America is a prominent financial institution headquartered in Charlotte, North Carolina, offering a comprehensive suite of banking, investing, asset management, and risk management services. It caters to individual consumers, small and middle-market businesses, as well as large corporations and governments. The bank specializes in corporate banking, investment banking, and trading across various asset classes, delivering tailored solutions to meet the diverse needs of its clients. Additionally, it provides retail banking, small business services, and trust services for individuals, alongside global commercial and corporate banking for enterprises. Bank of America is dedicated to supporting its clients with innovative and accessible financial products designed to enhance their growth and success.
President, Bank of America Houston / Division Executive, Bank of America Private Bank
Max Oligario
Senior Vice President, Georgia Market Executive Global Commercial Banking
Lisa Parks
Vice President and Senior Relationship Manager Development Program, Global Commercial Banking
Lauren Trussell
Senior Vice President
Harry Yandle
Investment Banking Associate
230 past transactions
Triple Flag Precious Metals
Post in 2025
Triple Flag Precious Metals Corp is an emerging senior streaming and royalty company that focuses primarily on gold. The company operates a diversified portfolio of precious metal properties across various countries, including Australia, Canada, Colombia, Côte d'Ivoire, Honduras, Mexico, Mongolia, Peru, South Africa, and the United States. Triple Flag emphasizes adaptability and flexibility in structuring customized financing solutions to meet the specific needs of its mining partners. By fostering strong relationships and maintaining a distinct culture, the company has successfully sourced a significant number of its deal opportunities through referrals from existing counterparties and its extensive network, promoting direct discussions with potential partners rather than relying on competitive auction processes.
Chapman University Endowment
Grant in 2025
Chapman University, located in Orange, California, is a distinguished higher education institution recognized for its commitment to academic excellence and intellectual achievement. The university offers a diverse array of undergraduate and graduate programs, encompassing traditional majors and pre-professional degrees in fields such as Law and Medicine. Graduate study options include master's degrees in disciplines like Business, Creative Writing, Film Production, Psychology, and Education, as well as doctoral programs in Law, Education, and Physical Therapy. Student life at Chapman is vibrant, featuring numerous organizations, athletic teams, community service initiatives, and study abroad opportunities. The university also provides comprehensive student support services, including academic workshops, career advising, and health services, aimed at enhancing the overall college experience. Additionally, Chapman University manages an endowment fund that supports its operations and ensures the safety of its principal through diversified investments, governed by its board of trustees.
NEOM
Debt Financing in 2025
NEOM Company, founded in 2019 and based in Riyadh, Saudi Arabia, is focused on real estate development and aims to create a groundbreaking urban environment. The company seeks to bring together diverse communities and foster growth across various sectors through innovative solutions. By promoting economic development and progressive governance, NEOM aims to establish a foundation for a sustainable and healthy lifestyle, positioning itself as a leader in transformative urban planning.
Adentra
Post in 2025
Adentra Inc is a distributor of architectural products focused on building envelopes and interior environments for residential and commercial construction. The company supplies a diverse range of products to fabricators, home centers, and professional dealers, catering to the new residential, repair and remodel, and commercial construction markets. Adentra operates a robust network of 86 facilities across the United States and Canada, ensuring efficient distribution and service to its customers.
Quintain Estates & Development
Debt Financing in 2025
Quintain Estates & Development Plc develops, manages and invests in property assets. It engages in property investment and generation of profits from properties. The group has four reportable segments being Wembley, London Portfolio, Quercus and Non-core.
Tishman Speyer
Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.
Boys & Girls Clubs of Portland
Grant in 2024
Boys & Girls Clubs of Portland mission is to empower all young people.
Bayer
Post in 2024
Bayer is a global enterprise based in Germany, specializing in life sciences with a strong focus on health care and agriculture. The company develops and commercializes a wide range of products, including pharmaceuticals, consumer health items, and crop science solutions. Bayer's pharmaceutical division offers a variety of medications, while its consumer health segment includes vitamins and food supplements. In agriculture, Bayer provides seeds and crop protection products, including pesticides, herbicides, and fungicides, significantly expanded through the acquisition of Monsanto. Additionally, Bayer is a leader in animal health, contributing to the well-being of both human and animal populations. Overall, Bayer aims to create innovative solutions that address critical challenges in health and nutrition.
Wheels Up Partners
Post in 2024
Wheels Up is a membership-based private aviation company in the United States that aims to make private flying more accessible and affordable. It provides on-demand private aviation services through an innovative platform that connects consumers with safety-vetted aircraft. Members can book flights, manage their accounts, and explore ride-share options using a mobile app. Wheels Up offers a variety of travel alternatives through a combination of programmatic and charter services, utilizing both owned and leased aircraft as part of an asset-light model. Additionally, members can participate in the Wheels Down program, enhancing their overall experience. The company is dedicated to delivering flexibility, service, and safety in private aviation.
Tishman Speyer
Debt Financing in 2024
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.
Boeing
Post in 2024
Boeing is an American multinational corporation headquartered in Chicago, Illinois, and is recognized as the world's largest aerospace company. Established in 1916, Boeing designs, manufactures, and sells fixed-wing aircraft, rotorcraft, rockets, satellites, and defense systems, serving both commercial and government customers in more than 150 countries. The company operates primarily through two main divisions: Boeing Commercial Airplanes, which produces commercial jetliners, and Boeing Defense, Space & Security, which focuses on military aircraft, satellites, and advanced weaponry. Additionally, Boeing provides a range of services, including product support and leasing. With a workforce of over 170,000 employees, many of whom hold advanced degrees, Boeing is committed to innovation and expanding its capabilities to meet emerging customer needs, solidifying its position as a leading exporter in the United States and a key player in the global aerospace and defense industry.
Versana
Venture Round in 2024
Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.
Harvestone Group
Debt Financing in 2024
Harvestone Group is a global commodity merchant specializing in the biofuels sector. The company collaborates with a network of producers that have a combined production capacity of 1.0 billion gallons, alongside strategic investors in the energy and agriculture industries. Harvestone operates across the entire supply chain, engaging in production, marketing, storage, distribution, and trading of biofuels. Additionally, the company invests in physical assets that are intended to generate lasting value. By offering services such as ethanol marketing, logistics, and merchant trading, Harvestone aims to provide effective solutions while maintaining a strong commitment to accountability and continuous improvement.
California University of Science and Medicine
Grant in 2024
California University of Science and Medicine is a non profit educational institution specializes in providing higher education.
Boys & Girls Clubs of Lee County
Grant in 2024
Boys & Girls Clubs of Lee County is a nonprofit organization that serves children & youngsters focusing on education and career, service and leadership, health and wellness, the arts, and sports and recreation.
PepsiCo Mexico
Post in 2024
PepsiCo Mexico manufactures carbonated water and soft drinks.
Downtown Music
Debt Financing in 2024
Downtown Music Holdings is a modern global music company dedicated to supporting creators and rights holders in managing their music and ensuring fair compensation for their work. Founded in 2006 by industry veterans Josh Deutsch, Terence Lam, and John Josephson, Downtown operates various divisions, including Downtown Records, Downtown Music Publishing, Downtown Music Services, and Downtown Recording Studios, with offices in New York and Los Angeles. The company serves over 20 million music assets from across the globe, encompassing a diverse range of creators from emerging songwriters to established performers. Downtown's business model aims to foster equity throughout the music industry supply chain, empowering artists to continue creating and reinvesting in their work. Additionally, Downtown has formed strategic partnerships with notable figures and labels in the digital space, enhancing its influence and reach within the music market.
energyRe
Debt Financing in 2024
EnergyRe is focused on advancing the clean energy landscape by developing essential energy infrastructure aimed at decarbonizing urban environments. The company's portfolio includes utility-scale transmission and storage solutions, along with onshore and offshore wind generation and solar facilities. Through these initiatives, EnergyRe seeks to provide access to abundant and affordable clean power while supporting the transition to modern, interconnected electric grids.
FMX
Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.
Guggenheim Museum
Grant in 2024
Guggenheim Museum is a public display of various artwork in a number of different cities.
AmeriTex Pipe & Products
Debt Financing in 2024
As an American-owned, privately-held company with a small, hands-on management team, AmeriTex is able to provide personalized service to Their customers. Founder, President, and Manager Kevin Thompson is always available to provide a quick response to any issue that may arise. Customers have a direct line to Kevin as well as easy access to many other experienced industry professionals. Their people work hard to keep the focus on the customer. For example, They bid jobs as products rather than an endless list of components, and they have a world-class sales team plus a skilled and conscientious manufacturing team.
TFI International
Post in 2024
TFI International Inc is a transportation and logistics company based in Canada, operating across North America through four primary segments: package and courier, less-than-truckload, truckload, and logistics. Established in 1957 and headquartered in Saint Laurent, Quebec, TFI International offers a comprehensive range of services, including the transportation and delivery of goods, which caters to various industries such as insurance, optical, financial, travel, dental, and legal sectors. The company's package and courier segment manages a significant volume of deliveries, while the less-than-truckload and truckload segments handle varying sizes of shipments, utilizing specialized trucks for different needs. Additionally, TFI International provides general logistics services, enhancing its operational efficiency and creating value for shareholders through strategic acquisitions and a robust network of wholly-owned subsidiaries. The majority of its revenue is generated from Canadian operations, with a notable presence in the United States.
Ecopetrol
Post in 2024
Ecopetrol is Colombia's largest integrated oil & gas company.
Enpal
Debt Financing in 2024
Enpal GmbH, founded in 2017 and based in Berlin, Germany, specializes in providing all-in-one renewable energy solutions, including solar panels, battery systems, wallboxes, heat pumps, and energy management systems. The company focuses on making renewable energy accessible and affordable for customers in Germany and Italy through a unique leasing model that requires no upfront payment. This model covers installation, insurance, and maintenance, attracting customers who prefer to avoid high initial investments. Enpal has successfully installed over 60,000 solar photovoltaic systems, becoming the market leader in Germany. The company employs more than 1,000 staff, including over 200 local installer teams, and has opened several satellite offices to enhance customer service. Enpal has received numerous accolades, including awards for sustainability and customer service. In recent years, it has diversified its offerings and introduced a sales option to accommodate customers interested in purchasing their solar solutions. In 2022, Enpal reported revenues exceeding 400 million euros and has been recognized as one of Germany's fastest-growing companies.
Horry-Georgetown Technical College
Grant in 2024
Have you been searching for a school that will provide you with a thorough education that culminates in a certificate or associate degree? Then Horry-Georgetown Technical College in the Conway, South Carolina area may be the school for you. There are many fantastic academic programs to choose from that will prepare you for a career, including Business and Accounting, Engineering & Industrial Technology, Culinary Arts, Dental Sciences, Forestry Management Technology, Information & Digital Technology, Medical Imaging Sciences, Nursing, and Physical Therapist Assistant. Among the resources available to students are academic advising, a bookstore and library, transfer center, a student success & technology center, and writing center. The career resource center helps students find employment by developing work skills and assisting in the job search. Financial aid options for eligible students include loans, grants, work-study and dozens of scholarships to choose from like Access & Equity Endowment Scholarship, Centex Rooney Scholarship, The Fortune Academy Scholarship, and many, many more.
Neighborhood Service Organization
Grant in 2024
Neighborhood Service Organization is a health and human service agency that delivers holistic care & safety net services to the vulnerable.
The Dallas Entrepreneur Center
Grant in 2024
The DEC is a collaborative environment brimming with experts and thought leaders from major corporations, investment groups, academic institutions and government entities. Through mentorship, in-person training and financial assistance programs, the DEC gives entrepreneurs access to leaders who have the resources to support their business goals and the personal knowledge and experiences to educate entrepreneurs on what it takes to launch, manage and grow a successful business. The DEC continues to serve as a guiding force in driving opportunity and economic growth in the Dallas community. By supporting talent and innovation, the DEC is helping to create tomorrow’s business leaders, employers and community members.
Atwell
Debt Financing in 2024
Atwell is a New York-based company established in 2016 that specializes in consulting, engineering, and construction services. It offers a diverse array of strategic and creative solutions tailored to clients across various sectors, including real estate, land development, energy, and oil and gas. The company focuses on delivering comprehensive services that empower clients to achieve their objectives in industries such as industrial manufacturing and mining. By integrating expertise in engineering and construction with a strong understanding of client needs, Atwell aims to provide effective solutions that enhance project outcomes and operational efficiencies.
Radial Power
Debt Financing in 2023
Radial Power offers distributed energy and sustainability solutions tailored for commercial and industrial real estate asset owners. The company focuses on addressing the varied needs of asset owners with diverse property types and locations. By implementing programs that develop and deploy renewable energy and sustainable solutions, Radial Power assists clients in navigating the energy transition in North America. Their services aim to support asset owners in fulfilling their sustainability commitments while optimizing energy use across their portfolios.
Bluebird Network
Debt Financing in 2023
Bluebird Network is a telecommunications company based in Columbia, Missouri, formed through the integration of Bluebird Media, Missouri Network Alliance, and Illinois Network Alliance. The company operates a robust fiber optic network that spans approximately 6,000 miles, providing high-speed broadband services to communities in Missouri, Illinois, and surrounding states. With over 127 Points of Presence in key cities such as Chicago, St. Louis, Kansas City, Tulsa, Des Moines, Omaha, and Memphis, Bluebird Network aims to enhance connectivity in both rural and urban areas. The company offers a range of services, including Ethernet, internet, data center, dark fiber, and internet exchange services, focusing on delivering secure and reliable connectivity to its customers. Through its partnership with INDATEL, Bluebird extends its reach, connecting independent telephone companies across the United States.
Digi International
Post in 2023
Digi International Inc. is a global provider of Internet of Things (IoT) products, services, and solutions, headquartered in Hopkins, Minnesota. The company operates primarily in two segments: IoT Products & Services and IoT Solutions. Its offerings include cellular routers, cellular modules for embedding communications capabilities, console servers for secure remote access, and a range of radio frequency products under the Digi XBee brand. Additionally, Digi provides embedded system products, infrastructure management tools, and a cloud-based service called Digi Remote Manager for managing connected devices. The IoT Solutions segment focuses on environmental monitoring services, such as temperature tracking for perishable goods, along with task management solutions for various industries. Founded in 1985, Digi International also offers professional services including site planning, application development, and enhanced technical support, aiming to support customers in deploying and managing critical communication infrastructures with high security and reliability.
Code Black Indy, Inc.
Grant in 2023
Code Black Indy is dedicated to fostering a diverse workforce in the rapidly developing IT industry.
Prudence Crandall Center
Grant in 2023
Prudence Crandall Center is a non-profit organization that offers comprehensive domestic violence services for children, men, and women.
Girls Incorporated of Long Island
Grant in 2023
Girls Inc. of Long Island implements research-based programs and advocates for girls to realize their full potential and to recognize, value, and assert their rights in response to the evolving needs of girls and their communities. Girls Inc. of Long Island's goal is to encourage all girls to be brave, intelligent, and strong.
RICE
Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.
Habitat for Humanity International
Grant in 2023
Habitat for Humanity International, founded in 1976 and based in Americus, Georgia, is a not-for-profit organization dedicated to providing affordable housing solutions through community partnerships and volunteer efforts. The organization focuses on several key initiatives, including its Homebuilding program, which partners with individuals and families to construct and renovate homes, ensuring access to decent housing. Habitat's Neighborhood Revitalization initiative aims to enhance overall community well-being by addressing housing needs comprehensively. The Disaster Response program assists communities in preparing for and recovering from disasters by building disaster-resilient homes and offering recovery support. Additionally, Habitat organizes Global Village Trips, allowing volunteers to travel internationally to aid in building homes and improving communities. The organization also operates Habitat ReStores, nonprofit home improvement stores that sell new and gently used items, with proceeds funding the construction of Habitat homes. Through these efforts, Habitat for Humanity strives to fulfill its mission of bringing people together to build homes, communities, and hope, working toward a vision where everyone has a decent place to live.
Leah Niehaus, LCSW & Associates
Grant in 2023
Leah Niehaus, LCSW & Associates is a psychotherapy consulting firm that offers individual and group therapy services to overcome mental health problems, mainly for adults and teens.
North Texas Food Bank
Grant in 2023
North Texas Food is a domestic hunger-relief group in the country, Feeding America, purchases food and groceries from local vendors and distributes them.
Enfusion
Post in 2023
Enfusion is a cloud-based provider of portfolio management and risk systems, offering middle and back-office services tailored for the investment management industry. The company focuses on transforming how investment managers operate by eliminating technology and information barriers, thereby enabling real-time decision-making and execution. Enfusion's solutions streamline investment and operational workflows by integrating essential systems and consolidating data into a single source of truth. This approach not only enhances efficiency but also supports investment managers in making informed decisions. The company generates the majority of its revenue from the Americas, followed by the Asia Pacific region and Europe, the Middle East, and Africa. Enfusion positions itself as an extension of its clients' operational teams, providing exceptional service and best-in-class software rather than merely acting as another software vendor.
One Mind for Research
Venture Round in 2023
One Mind offers to catalyse visionary change through science, business, and media to transform the world’s mental health. They advance cutting-edge neuropsychiatric research, creating a wellspring of hope for better diagnostic tools and treatments for brain health conditions.
New Era Cap
Debt Financing in 2023
New Era Cap is a headwear and fashion apparel brand that specializes in manufacturing caps and headwear for men, women, and children. In addition to its signature handcrafted caps, the company also offers a range of apparel, including T-shirts, jackets, and backpacks. New Era Cap focuses on providing quality products to its customers through its online sales platform, catering to a diverse audience with a variety of styles and accessories.
The Liberty Company
Debt Financing in 2023
The Liberty Company is a finacial service company that provides risk management and insurance services.
National Juneteenth Museum
Grant in 2023
The National Juneteenth Museum ties together the historical accounts of enslaved people's liberation with contemporary liberation in the ongoing search for equity and justice.
Boys & Girls Clubs of Lee County
Grant in 2023
Boys & Girls Clubs of Lee County is a nonprofit organization that serves children & youngsters focusing on education and career, service and leadership, health and wellness, the arts, and sports and recreation.
NETSTREIT Corp
Post in 2023
NETSTREIT is a real estate company. The company buys, owns, and manages a variety of single-tenant, retail commercial properties that are leased for long periods of time under net leases. NETSTREIT Corp's portfolio is comprised of properties leased to tenants operating in the defensive retail industries.
Tampa Museum of Art
Grant in 2023
Tampa Museum of Art is a cultural institution that offers exhibitions and innovative educational programs to celebrate cultural diversity. Their outreach programs provide vulnerable segments with meaningful modes of expression and art-therapy-informed interventions.
Corcentric
Debt Financing in 2023
Corcentric is a global provider of business spend management and revenue management solutions tailored for mid-market and Fortune 1000 companies. The company specializes in cloud-based software, payments, and advisory services that transform how businesses purchase, pay, and receive payments. Corcentric's offerings include end-to-end technology solutions for payments, accounts payable, and accounts receivable, all delivered through a proprietary payments network. By focusing on reducing costs, optimizing working capital, and enhancing visibility, Corcentric empowers its customers to drive growth and minimize risk.
FIA Tech
Series A in 2023
FIA Tech is a provider of financial and brokerage services that focuses on enhancing operational efficiency through its online platform. This cloud-based system offers integrated compliance and reference data solutions, facilitating connections between exchanges, brokers, clearers, and clients. By delivering end-to-end management of brokerage relationships, payment processes, settlement, and reconciliation, FIA Tech enables market participants to reduce risk, streamline operations, and address market and regulatory challenges effectively. The company's commitment to collaborating with the industry supports the development of key services and technologies aimed at mitigating operational costs and improving overall market functionality.
Verdant Commercial Capital
Debt Financing in 2023
Verdant Commercial Capital is a national equipment finance company that specializes in providing financing solutions for the acquisition of essential business equipment and software. The company collaborates with original equipment manufacturers, vendors, dealers, distributors, and resellers across six key industries: manufacturing, specialty vehicles, golf, sports and entertainment, renewables, and energy efficiency, as well as technology and office automation. By offering tailored financing options, Verdant Commercial Capital enables businesses to secure the necessary resources for their operations in various sectors, including industrials and office products, thereby facilitating growth and innovation.
Nippy
Non Equity Assistance in 2023
Nippy operates an online platform that connects independent workers with essential services and opportunities aimed at enhancing productivity and quality of life. The platform offers a range of resources, including insurance, discounts, and access to health, legal, and accounting guidance. Additionally, it provides educational materials and financing tools to support freelancers in meeting their business needs affordably. By facilitating access to these crucial services, Nippy aims to empower independent workers in managing their professional and personal requirements effectively.
DSD Renewables
Debt Financing in 2023
DSD Renewables is a renewable energy solutions company that develops, constructs and operates renewable energy projects. DSD Renewables has capabilities that encompass development, structured financing, project acquisition, and long-term asset ownership. Through these multifaceted strengths, DSD expedites the implementation of renewable energy resources, generating substantial value for its commercial, industrial, and municipal customers and partners.
Obama Foundation
Grant in 2023
The Obama Foundation is a start-up for citizenship and an ongoing project for people to shape, together, what it means to be a good citizen in the 21st century. The Obama Foundation builds programs to inspire everyone to become better citizens. The Obama Foundation is a tax-exempt, charitable organization under I.R.C. sec. 501(c)(3). The Obama Foundation uses social media to communicate and engage with future citizen leaders.
Capital Health
Grant in 2023
Capital Health provides innovative, high-quality patient care through the use of physicians, nurses, and staff, as well as cutting-edge technology. Capital Health is a dynamic health care resource accredited by DNV GL - Healthcare, with two hospitals (our Regional Medical Center in Trenton and Capital Health Medical Center In Hopewell), a Hamilton outpatient facility, and several general and specialized care practices throughout the region.
Negro Leagues Baseball Museum
Grant in 2023
Negro Leagues Baseball Museum is the museum dedicated to preserve and celebrate the rich history of African American baseball.
Versana
Venture Round in 2023
Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.
Taseko Mines
Post in 2023
Taseko Mines is a mining company focused on the operation and development of mines in North America.
Xpansiv
Venture Round in 2023
Xpansiv is a developer of a global commodity exchange platform that focuses on facilitating the transaction of environmental, social, and governance (ESG)-inclusive commodities. The company ingests data from the entire lifecycle of various commodities, transforming it into intelligent commodities and digital assets. Its platform offers a user-friendly environment for registering, managing, trading, settling, retiring, analyzing, and reporting a diverse range of data-driven environmental commodities. These include carbon credits and renewable energy certificates. By providing a comprehensive market infrastructure, Xpansiv enables participants to effectively value energy, carbon, and water, contributing to a clear path toward achieving net zero goals.
Illumina
Post in 2023
Illumina is a leading technology company specializing in the analysis of genetic material, focusing on life science and clinical laboratory applications. The company generates the majority of its revenue from sequencing instruments, consumables, and related services. Illumina's high-throughput technology facilitates whole genome sequencing for humans and other large organisms, while its lower throughput tools cater to applications requiring smaller data sets, such as viral and cancer tumor screening. In addition, Illumina offers microarrays for lower-cost, targeted genetic screening, primarily serving consumer and agricultural sectors. By providing innovative and flexible solutions, Illumina plays a crucial role in advancing personalized medicine and supports disease research, drug development, and the creation of molecular tests in clinical settings.
Trimble
Post in 2022
Trimble is a technology company founded in 1978 and headquartered in Sunnyvale, California, that focuses on enhancing productivity for field and mobile workers across various sectors, including construction, agriculture, surveying, fleet management, public safety, and mapping. The company develops solutions that leverage positioning technologies such as GPS, lasers, and optics, along with tailored software to meet the specific needs of its users. By integrating wireless technologies, Trimble ensures a seamless connection between field operations and back-office functions, thereby transforming the way businesses and government entities operate.
Taiga Building Products
Post in 2022
Taiga Building Products Ltd. is a wholesale distributor of building materials, operating primarily in Canada and the United States. The company offers a diverse range of products, including composite decking, engineered wood, various types of flooring, insulation, dimension lumber, moldings, and panels such as plywood and oriented strand boards. Additionally, Taiga provides roofing materials, siding and trim products, and pressure-treated wood products. With 15 distribution centers in Canada and additional centers in Northern California and Washington state, the company ensures a consistent inventory tailored to regional markets. Taiga serves various clients, including big-box retailers, building supply yards, and industrial manufacturers. Established in 1973 and headquartered in Burnaby, Canada, Taiga Building Products Ltd. is a subsidiary of Avarga Limited.
Vestiaire Collective
Debt Financing in 2022
Vestiaire Collective is a social commerce platform that facilitates the buying and selling of luxury, pre-owned fashion products. Founded in 2009 and based in Paris, the company promotes sustainable fashion by encouraging the circular economy, which aims to reduce overproduction and waste in the industry. Vestiaire Collective connects a global community of over 7.5 million members across 50 countries, providing them with access to a curated inventory of 3 million items, including 140,000 new listings weekly. The platform allows users to explore a diverse range of verified vintage and luxury clothing, jewelry, accessories, and footwear, enhancing the shopping experience while promoting a sustainable approach to fashion consumption. With offices in major cities like London, New York, Milan, Berlin, and Hong Kong, Vestiaire Collective embodies a commitment to transforming the fashion landscape through its engaged community and unique offerings.
Amgen
Post in 2022
Amgen is a prominent biotechnology company focused on developing and manufacturing human therapeutics for a wide range of serious illnesses. The company emphasizes science and innovation to transform new discoveries into effective medicines. It offers a diverse portfolio of products targeting various therapeutic areas, including oncology, hematology, cardiovascular health, inflammation, bone health, nephrology, and neuroscience. Notable flagship drugs include red blood cell boosters such as Epogen and Aranesp, immune system boosters Neupogen and Neulasta, and treatments for inflammatory diseases like Enbrel and Otezla. Amgen has expanded its oncology offerings with products like Vectibix and Kyprolis, alongside recent therapies such as Repatha for cholesterol management, Aimovig for migraines, Lumakras for lung cancer, and Tezspire for asthma. The company’s 2023 acquisition of Horizon Therapeutics enhanced its portfolio with several treatments for rare diseases, including those related to thyroid eye disease.
Arkansas Museum of Fine Arts
Grant in 2022
Arkansas Museum of Fine Arts (AMFA) provides cultural space for an inspiring array of visual, performing arts and educational experiences.
Repowered
Grant in 2022
Repowered, a division of Jobs Foundation, is a 501(c)(3) nonprofit providing job training and practical experience for adults.
Latino Economic Development Center
Grant in 2022
Latino Economic Development Center help Latino entrepreneurs and small businesses in Minnesota launch and grow.
Monroe Community College, Brighton
Grant in 2022
Since 1961, Monroe Community College has worked to meet the diverse educational needs of Rochester residents, from personal enrichment to transitioning to a four-year school. Situated right outside of Rochester, New York, the Brighton campus is the college’s main location. Monroe Community College is renowned for its innovative approach, and is continually widening the scope of its academics. Since 2000 the college has made a number of improvements to its campus, including the Public Safety Training Facility, the Alice Holloway Young Commons, the Homeland Security Training Institute and the Agriculture and Life Sciences Institute. Partly because of these additions, MCC offers a wide range of academics. In total, there are more than 120 certificate and associate’s degree programs available, both in academic and vocational subjects. Whether you’re looking for career training or seeking to transfer to a four-year institution, MCC has the program to help you reach your goal. The school also provides extensive financial aid to those who qualify, including federal loans and institutional scholarships. Students who aren’t eligible for these programs can apply for a number of external aid programs, such as AmeriCorps, NYS Volunteer Recruitment Service scholarships and VA benefits.
Gruma
Post in 2022
Gruma is a prominent international food production company headquartered in Mexico, recognized as the global leader in the production of corn and flour tortillas. The company offers a diverse product portfolio that includes wheat flour and various derivatives such as flatbreads, wraps, naan, pita bread, chapatti, and pizza bases. In addition to these core products, Gruma also manufactures snacks, pastas, rice, condiments, and palm hearts. With a presence in over 100 countries, Gruma operates across America, Europe, Asia, and Oceania, and markets its products under well-known brands such as Maseca, Robin Hood, Mission, Guerrero, Tortiricas, and Tosty.
Intersect Power
Debt Financing in 2022
Intersect Power is a clean infrastructure company focused on delivering efficient and scalable low-carbon solutions in the energy and commodity markets. The company specializes in various phases of development, including design, engineering, finance, and operations. Intersect Power has a late-stage pipeline of 3.2 GWDC of solar and storage projects expected to be operational by 2023, alongside an emerging portfolio of other clean infrastructure assets. Additionally, the company has developed and sold over 1.7 GWDC of contracted solar projects in California and Texas, which are now owned and operated by third-party investors. Intersect Power also explores innovative solutions such as green hydrogen and carbon capture, providing clean alternatives to fossil fuels for transportation and chemical processes.
Armalytix
Seed Round in 2022
Armalytix is a developer of data intelligence software that focuses on enhancing compliance and financial insights for legal and accounting firms. The company's tools facilitate open banking by securely collecting, organizing, and transmitting account information, which streamlines the verification process for account holders and payments. By integrating seamlessly into existing workflows, Armalytix's solutions not only help firms meet compliance obligations but also improve customer experiences and save valuable time. Additionally, the company aims to combat financial crime and protect consumers from exploitation by providing Source of Funds and anti-money laundering checks.
AccessFintech
Series C in 2022
AccessFintech Limited is a fintech company that specializes in risk management services for the global financial industry, including banks and buy-side firms. Founded in 2016 and headquartered in Tel Aviv-Yafo, Israel, the company offers a platform that aggregates data from various internal systems, vendors, and reports, providing users with a unified portal. This system enables clients to track the entire trade lifecycle, prioritize risks, and respond to market changes effectively. AccessFintech’s technology creates a comprehensive visual display of potential risks associated with financial transactions, facilitating collaboration across organizations. The platform also supports control functions that allow managers to identify bottlenecks and intervention points while tracking usage patterns to enhance operational efficiency. By connecting financial firms with fintech providers, AccessFintech helps organizations streamline their processes and optimize their risk management strategies.
Clenera
Debt Financing in 2022
Clenera is a privately-held renewable energy company acquires, develops, builds and manages utility-scale solar farms and energy storage facilities. Clēnera provides reliable, affordable energy systems and helps its utility partners become clean energy leaders in their communities.
Agility Bank
Venture Round in 2022
Agility Bank is a commercial community bank. File sharing, encrypted chat, virtual safe deposit box, digital lockers, digital banking, online account opening, a2b loan express, mobile app, autobooks, and mobile wallet are all available. Hands-on bankers enhance the company's digital stack by deploying relationships in addition to the technology. With the aid of cutting-edge technology and savvy bankers, Agility Bank is assisting Houston-based businesses in expanding while serving our diverse community.
Union County College
Grant in 2022
Union County College provides exceptional education programs in the liberal arts while developing new programs and classes designed to meet the challenges and needs of ever evolving society.
Electric Entertainment
Debt Financing in 2022
Electric Entertainment is a full service film, television, and new media production company and studio headed by veteran producer Dean Devlin along with Marc Roskin and Rachel Olschan. Electric recently wrapped its fifth season of TNT’s action-packed drama “Leverage.” Electric’s other television credits include TNT’s “The Librarian” starring Noah Wyle which was the highest rated movie on cable that year (2004), its sequel, “The Librarian: Return to King Solomon’s Mines” and the third installment of the franchise, “The Librarian: Curse of the Judas Chalice.” Along with Bryan Singer’s Bad Hat Harry production company, Electric produced SyFy Channel’s “The Triangle,” which won an Emmy for its Visual Effects, and was the highest-rated miniseries on the cable channel since “Steven Spielberg Presents TAKEN” (2002). Electric’s most recent film projects include MGM’s Flyboys and Sony Picture Classics’ politically-charged documentary Who Killed the Electric Car?, which was nominated by the Broadcast Film Critics Association for Best Documentary Feature. Electric launched Electric Visual Effects (EFX), which uses the new division as its in-house effects arm allowing the filmmakers they work with to stretch their dollars way beyond traditional effects budget boundaries. The EFX crew has been assembled from industry veterans Devlin had previously collaborated with on his global box-office hits including Independence Day, Godzilla, The Patriot, and Eight Legged Freaks. EFX is headed by veteran visual effects producer Mark Franco, whose career spans over twenty-five years and includes productions such as Titanic, Batman & Robin, Armageddon and How the Grinch Stole Christmas. Electric recently launched its international theatrical film and television sales and acquisitions division, which is headed by Sonia Mehandjiyska. Devlin is currently in pre-production on his feature directorial debut, GEOSTORM, which he is producing with Skydance Pictures’ David Ellison and Dana Goldberg and his Electric Entertainment team of Marc Roskin and Rachel Olschan.
MISTRAS Group
Post in 2022
Mistras Group provides asset protection solutions used to evaluate the structural integrity of critical energy, industrial, and public infrastructure. The company combines its products and technologies 24/7 online monitoring of critical assets; mechanical integrity (MI) and non-destructive testing (NDT) services; destructive testing (DT) services; process and fixed asset engineering and consulting services; and its enterprise inspection data management and analysis software (PCMS) to provide comprehensive and competitive products, systems, and services solutions from a single source provider. Mistras Group was established in 1978 and is headquartered in Princeton Junction, New Jersey.
Genesis Global
Venture Round in 2022
Genesis Global enables financial markets organizations to innovate at speed through a software application development platform, prepackaged solutions and deep expertise in capital markets and financial services. In supercharging developers to rapidly deliver high-performance, resilient and secure applications, Genesis replaces the buy vs. build challenge with a buy-to-build solution. The Genesis platform is designed with flexibility and performance at its core, providing developers with the frameworks, integrations and components required to automate manual workflows, enhance legacy systems and build entirely new applications. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability, powering mission-critical applications at the world’s leading financial institutions. Strategically backed by Bank of America, BNY Mellon and Citi, Genesis Global has offices in Miami, New York, Charlotte, London, Leeds, São Paulo, Dublin and Bengaluru.
iCapital Network
Corporate Round in 2022
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.
University of North Carolina at Charlotte
Grant in 2022
UNC Charlotte is North Carolina's urban research university. It leverages its location in the state's largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region.
CrossBoundary
Debt Financing in 2022
CrossBoundary LLC is a business consulting firm based in Washington, D.C., established in 2011. The company specializes in offering services such as market assessment, due diligence, strategic advisory, investment promotion, and capital raising. It focuses on facilitating investments in frontier markets, catering to a diverse clientele that includes governments, development finance institutions, private equity firms, and large corporations. A key initiative of CrossBoundary is CrossBoundary Energy, which serves as the first dedicated investment fund for commercial and industrial solar projects in Africa. This platform aims to address the challenges faced by businesses in transitioning from diesel-based energy generation to renewable sources, thereby promoting economic and environmental benefits. By aggregating finance for medium-scale renewable self-generation projects, CrossBoundary Energy seeks to unlock the potential for renewable energy adoption among commercial customers across the continent, including sectors such as light manufacturing, telecommunications, agriculture, and healthcare.
Little Leaf Farms
Debt Financing in 2022
At Little Leaf Farms, they are committed to delivering the freshest, best tasting baby greens to New England salad lovers all year round. From our greenhouse in Devens, Massachusetts, they can deliver our products to stores within a day of harvest – a big difference from the majority of lettuce that is grown on the West Coast and spends a week traveling by truck to our local stores. And, the sustainable growing practices they support have been carefully developed to protect our planet. They hope you enjoy the fresh, delicious flavors of our baby greens!
Matrix Renewables
Debt Financing in 2022
Matrix Renewables is a renewable energy platform focused on acquiring and developing solar energy projects and related infrastructure across Europe, the United States, and Latin America. The company currently manages a portfolio that includes 2.3 GW of operational, under-construction, or nearly ready-to-build solar photovoltaic (PV) projects. In addition, Matrix Renewables has a robust pipeline of 7.3 GW of renewable energy projects in development, primarily in Spain, Chile, Colombia, and Mexico. The company is dedicated to providing sustainable and environmentally friendly energy solutions.
Strivr
Series B in 2022
Strivr is a company that specializes in virtual reality solutions aimed at transforming employee training and development. Founded in 2014 and headquartered in Livingston, New Jersey, Strivr utilizes immersive technology to simulate real-world scenarios, enhancing the learning experience for employees across various industries. By focusing on customer experience and athlete performance, Strivr's platform allows organizations to effectively train their workforce in a way that promotes skill retention and application in real-life situations. This innovative approach supports companies in their growth by improving employee performance and engagement through tailored training programs.
Octaura
Seed Round in 2022
Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.
Detroit Employment Solutions Corporation
Grant in 2022
Detroit Employment Solutions Co is the administrative & fiscal agency responsible for providing workforce programs & services.
Ameresco
Post in 2022
Ameresco, Inc. provides energy efficiency solutions for facilities in North America. The company engages in the development, design, engineering, and installation of projects that reduce the energy, as well as operation and maintenance costs of governmental, educational, utility, healthcare, and other institutional, commercial, and industrial entities facilities. Its set of services includes upgrades to a facility's energy infrastructure. Ameresco provides renewable energy products and services that include the construction of small-scale plants that produce electricity, gas, heat, or cooling from renewable sources of energy; the sale of such electricity, processed landfill gas, heat, or cooling from plants that it owns; and the sale and installation of solar energy products and systems for both on-grid and off-grid applications. It distributes solar energy products and systems, such as PV panels, solar regulators, solar charge controllers, inverters, solar-powered lighting systems, solar-powered water pumps, solar panel mounting hardware, and other system components. The company was founded in 2000 and is headquartered in Framingham, Massachusetts.
Feeding America
Grant in 2022
Feeding America is a non-profit organization dedicated to alleviating hunger across the United States through a vast network of food banks, pantries, soup kitchens, and shelters. Serving over 37 million people, it operates more than 61,000 food assistance locations nationwide. The organization focuses on improving food security for vulnerable populations, raising public awareness about hunger issues, and advocating for policies that protect those at risk of food insecurity. Headquartered in Chicago, Illinois, Feeding America is guided by its core values of respect, stewardship, accountability, collaboration, urgency, integrity, and inclusion, which inform its strategies and actions in the fight against hunger.
Britishvolt
Series C in 2022
Britishvolt is a developer of battery technology focused on creating low-carbon batteries to support the electrification of society. The company collaborates with strategic partners and suppliers to enhance its offerings, emphasizing the importance of sustainable energy solutions for the future. Its batteries are produced using advanced manufacturing processes, innovative modeling techniques, and recycled materials, which contribute to the advancement of sustainable transportation and the renewable energy sector. Through these efforts, Britishvolt aims to play a significant role in powering an electrified future.
Banked
Series A in 2022
Banked is a payment platform founded in 2018 and based in London, with additional offices in locations such as Palo Alto, Sydney, Melbourne, and Vilnius. The company offers a global payments network that facilitates real-time transactions for consumers, businesses, and banks. By connecting users' bank account data to third-party applications through secure application programming interfaces, Banked enables features like bank account connections, spending analysis, balance and income verification, and low-cost payments. This innovative approach reinvents the traditional transaction process, eliminating costly fees and enhancing financial fluidity while allowing clients to maintain control over their data.
Motown museum
Grant in 2022
Despite the passage of time since Motown Records’ establishment in 1959 by Berry Gordy, tens of thousands of visitors pass through Hitsville U.S.A., home to the Motown Museum, each year. Their presence is a testimony to Motown’s legacy and to the charisma, talent and staying power of the music and those who made it. The Motown Museum, which was founded by Esther Gordy Edwards in 1985, is one of Southeast Michigan’s most popular tourist destinations. Visitors come from across America and throughout the world to stand in Studio A, where their favorite artists and groups recorded much-loved music, and to view the restored upper flat where Berry Gordy lived with his young family during the company’s earliest days.
Arezzo&Co
Post in 2022
Arezzo&Co specializes in the footwear, bags, and women's accessories sector.
Solidarity Microfinance
Grant in 2022
Solidarity Microfinance provides a supportive and collaborative environment empowering low-income individuals to grow their small businesses and take the first steps toward creating a financially stable future for their families.
St. Petersburg College
Grant in 2022
Student success and achievement is the cornerstone of an education at the St. Petersburg College in St. Petersburg, Florida. The school offers exceptional programs for associate’s degrees, bachelor’s degrees and technical education/training. Getting involved in student life is easy at St. Petersburg. You can join one of the many student clubs and organizations, like College Chorus musical club, Phi Theta Kappa honor society, Student Government Association or a variety of academic clubs. The school also offers music and art classes for students looking to cultivate their talents. Many cultural events, music, dance and theatre performances are hosted frequently, allowing students to deepen their appreciation for diversity and the arts. Students may submit or join the board of The Sandbox and the Meta: Interdisciplinary Journal, two of the school’s student-run newspaper and creative arts publications. Academics include a wide variety of undergraduate degrees and certificate programs. Degrees are offered in fields like Architecture and Construction Management, Information Technology and Education. Technical training is available in programs like Business Management and Administration, Health Science and Human Services. Admissions require students to submit an official high school or GED transcript, ACT/SAT scores, meet with advisor to discuss educational requirements and complete a new student orientation session. Tuition is set lower for Florida residents. Financial aid is available to eligible students who have filed a FAFSA through scholarships and federal grants and loans.
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