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 Recapitalization

iCapital Network

Corporate Round in 2022
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

Second Chance

Grant in 2020
Second Chance is a nonprofit that provides people, materials and the environment with a second chance. We deconstruct buildings and homes, salvage usable materials and make those available to the public through our 200,000 square feet of retail space. With the revenue generated, we provide job training and workforce development for those with employment obstacles in the Baltimore region.

Riverfront Recapture

Grant in 2018
Riverfront Recapture is a private, non-profit organization dedicated to improving central Connecticut’s quality of life and urban vitality through cultural events, entertainment, group sports and recreation in a welcoming environment along the banks of the Connecticut River, as well as ongoing efforts to protect and maintain the Riverfront and make more of it accessible to the public.

Renovate America

Debt Financing in 2017
Renovate America, Inc. provides financing solutions for homes and communities in the areas of energy and water in the United States. It offers HERO (home energy renovation opportunity) financing program and PACE (property assessed clean energy) financing solution. The company was formerly known as PowerHouse Service, Inc. and changed its name to Renovate America, Inc. in June 2010. Renovate America, Inc. was founded in 2008 and is based in San Diego, California. On December 21, 2020, Renovate America, Inc., along with its affiliate, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the District of Delaware.
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