Bank of America

Bank of America is a prominent financial institution headquartered in Charlotte, North Carolina, that offers a comprehensive range of banking, investing, asset management, and risk management services. It serves approximately 51 million consumer and small business relationships through a network of around 5,300 retail banking offices and 16,350 ATMs, alongside robust online and mobile banking platforms. The bank supports approximately 3 million small business owners with innovative online products and services. It operates in over 40 countries, providing tailored wealth management, corporate banking, and trading solutions for corporations, governments, institutions, and individuals. Established in 1874, Bank of America has grown to become a leader in its field, known for its extensive support and diverse financial offerings.

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Christopher Hopkins JD

Managing Director, Investment Banking

Ezra Lightman

Managing Director, Bank of America Merrill Lynch

Matt Linski

President

Al McRae

President

Jim Morehead

President

Tom Murphy

Founding Director

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Max Oligario

Senior Vice President, Georgia Market Executive Global Commercial Banking

Lisa Parks

Vice President and Senior Relationship Manager Development Program, Global Commercial Banking

Junichi Shiroshita

Managing Director

Thomas Stoddard

Vice Chairman of Investment Banking

Lauren Trussell

Senior Vice President

Kelly Tyler

President

Harry Yandle

Investment Banking Associate

Past deals in Business Development

DSD Renewables

Debt Financing in 2023
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

DSD Renewables

Funding Round in 2021
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

DirectBooks

Seed Round in 2019
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.

TransMerit Merchant Services

Acquisition in 2004
As a full service merchant company we are capable of servicing small and large businesses. Whether you are looking to save money on your merchant processing rates, update your current equipment, need analytics for your business, or even in need of operating capital via a merchant cash advance we have a solution for you. Their goal is to fully understand each merchant’s business so that we can offer a customized program perfectly suited to the needs of that specific enterprise. By valuing the uniqueness of our clients, we are better able to help them develop new business. The merchant services business is changing rapidly. Credit and debit card transactions are rapidly moving to mobile devices and new, consumer-friendly, methods. They are at the forefront of these changes and keep our ear to the ground to insure that our clients have access to trending products and services to facilitate transactions. We offer the very latest in programs and equipment for Visa, Master Card, American Express, & Discover.

Rivio

Series D in 2001
Rivio is a prominent provider of integrated, web-based business services aimed at small businesses and small offices and home offices (SOHOs). By collaborating with industry-leading partners, Rivio focuses on enhancing operational efficiency and improving outcomes for its clients. The company streamlines workflows, facilitates the exchange of ideas, and optimizes information management within small businesses. Rivio's initiatives are supported by notable organizations, reflecting its commitment to driving positive change in the small business sector.

NetDecide

Venture Round in 2000
netDecide is a leading provider of enterprise-wide wealth management software. Leading financial services firms use netDecide's award-winning technology to collaborate with their clients, increase assets under management, and deliver advice profitably.

Rivio

Series C in 2000
Rivio is a prominent provider of integrated, web-based business services aimed at small businesses and small offices and home offices (SOHOs). By collaborating with industry-leading partners, Rivio focuses on enhancing operational efficiency and improving outcomes for its clients. The company streamlines workflows, facilitates the exchange of ideas, and optimizes information management within small businesses. Rivio's initiatives are supported by notable organizations, reflecting its commitment to driving positive change in the small business sector.

Osprey

Venture Round in 2000
With Osprey as a partner, your e-Business initiative will not just get off the ground - It will soar. As your business processes migrate to the Internet, you can focus on your most important asset-your customers. In this way, Osprey has helped clients become more competitive in the Digital Economy. They deliver an end-to-end approach to Internet enable businesses. By understanding your company's vision, as well as its challenges, they ensure their collaboration begins with a sound strategy. They then use best-of-breed technology and methods, to deliver a comprehensive solution that fulfills your corporate vision and goals and helps your company migrate its processes and profitability to the Internet. Osprey provides a full complement of business and technology consulting services to assist their clients to define, develop, execute, and support their business and information technology systems objectives. Their offerings include electronic commerce capabilities development, e-Market deployment, enterprise resource planning implementation, enterprise application integration, training and customer support help desk solutions.

Osprey

Series A in 1999
With Osprey as a partner, your e-Business initiative will not just get off the ground - It will soar. As your business processes migrate to the Internet, you can focus on your most important asset-your customers. In this way, Osprey has helped clients become more competitive in the Digital Economy. They deliver an end-to-end approach to Internet enable businesses. By understanding your company's vision, as well as its challenges, they ensure their collaboration begins with a sound strategy. They then use best-of-breed technology and methods, to deliver a comprehensive solution that fulfills your corporate vision and goals and helps your company migrate its processes and profitability to the Internet. Osprey provides a full complement of business and technology consulting services to assist their clients to define, develop, execute, and support their business and information technology systems objectives. Their offerings include electronic commerce capabilities development, e-Market deployment, enterprise resource planning implementation, enterprise application integration, training and customer support help desk solutions.
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