Bank of America
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.
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.
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.
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.
Merrill Lynch
Acquisition in 2009
Merrill Lynch is a prominent wealth management firm headquartered in New York City, established in 1914. The company specializes in providing a range of financial services, including wealth management, investment advisory programs, corporate finance, and retirement planning. With a focus on understanding client needs, Merrill Lynch combines its financial expertise with personalized advice to help clients achieve their financial goals. The firm operates globally and is recognized for its extensive experience in securities trading, sales, and investment banking services. As a Registered Investment Adviser, Merrill Lynch is committed to delivering tailored financial solutions to its diverse clientele.
TheMarkets
Venture Round in 2007
TheMarkets.com provides research, estimates, and workflow solutions to over 2000 institutional investment management firms worldwide. TheMarkets.com is owned by: Bank of America Securities, LLC , Citi , Credit Suisse, Deutsche Bank, Dresdner Kleinwort, part of Dresdner Bank AG, The Goldman Sachs Group, JPMorgan Chase, Merrill Lynch, Morgan Stanley, UBS Investment Bank, and Thomson Reuters.
U.S. Trust
Acquisition in 2006
U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial manaement tools, liquidity services, custom credit, real estate finance). At U.S. Trust, they have a long and rich history of helping clients achieve their own unique objectives. Since 1853, they've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.
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