Wells Fargo

Founded in 1852, Wells Fargo is a diversified financial services company headquartered in San Francisco, California. It provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions worldwide.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman MD

Managing Director, Healthcare

Manpreet Bagga

Vice President

Duane Bouligny

Managing Director

Douglas Braunstein JD

Vice Chairman

Keith Cable

Managing Director, Diversified Industries

Chris Carter

Managing Director, Diversified Industries

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Principal Technology Investments

Inessa Even

Managing Director, Principal Technology Investments

Richard Gan

Managing Director and Head of Diversified Industries

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

John Hukari

Managing Director and COO

Ellen Koebler

Chief Credit Officer and Executive Vice President

Michael Nepveux

Managing Director, Diversified Industries

Tim Rafalovich Ph.D

Managing Director and Head of Fund Investing

Matthew Raubacher

MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)

Thomas Richardson

Group Managing Director

Fernando Rivas

CEO of Corporate and Investment Banking

John Ryan

Managing Director and Head of Healthcare Investments

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Mikhail Zhukov

Managing Director, Diversified Industries

Past deals in Business Development

White Oak Commercial Finance

Debt Financing in 2025
White Oak Commercial Finance offers tailored financing solutions to middle-market companies, focusing on those with strong management and promising ideas. Their services include asset-based lending, invoice discounting, supply chain financing, and trade credit risk management, aiming to support businesses that contribute positively to the global economy.

Tishman Speyer

Debt Financing in 2025
Tishman Speyer is a real estate developer, owner, and investor with a global portfolio of residential, commercial, and mixed-use properties in major cities. The company develops, owns, and operates high-quality properties, manages its portfolio to ensure efficient operations and tenant satisfaction, and raises capital from a diverse base of global investors, including institutions, private equity firms, and individuals.

Cader Holdings

Post in 2024
Cader Holdings is a global provider of safety and survivability products, specializing in equipment designed for first responders, federal agencies, and the outdoor and personal protection markets. The company develops a diverse range of critical safety gear that enables users to perform their duties safely and effectively in hazardous situations. Cader Holdings operates through two main segments: Products and Distribution, ensuring a comprehensive approach to delivering essential protection equipment.

Hilton Grand Vacations

Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.

Tishman Speyer

Debt Financing in 2024
Tishman Speyer is a real estate developer, owner, and investor with a global portfolio of residential, commercial, and mixed-use properties in major cities. The company develops, owns, and operates high-quality properties, manages its portfolio to ensure efficient operations and tenant satisfaction, and raises capital from a diverse base of global investors, including institutions, private equity firms, and individuals.

FMX

Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

NorCal SBDC

Grant in 2024
NorCal SBDC is an advisory firm that provides workshops, training, regional programs, finance, restaurant program, and patent services.

Operation HOPE

Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.

Milken Institute

Grant in 2024
The Milken Institute is an independent economic think tank and foundation headquartered in Santa Monica, California, with additional offices in Washington, D.C.; Jerusalem, Israel; and Singapore. Established in 1991, the organization focuses on conducting research to develop economic and policy solutions that aim to create jobs, increase access to capital, and improve health outcomes. It provides a range of services, including publications, educational roundtables, forums, financial innovations labs, seminars, and conferences. The Milken Institute operates through contributions, grants, and sponsorships from individuals, corporations, foundations, and government entities, allowing it to address pressing societal challenges and foster economic growth.

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.

Volante Technologies

Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.

Volante Technologies

Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.

Growth Partners Arizona

Grant in 2023
Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.

Penelope

Pre Seed Round in 2022
Penelope provides a retirement platform for small and micro businesses and entrepreneurs. The platform automates employee investing, streamlines plan administration and paperwork, and offers learning tools for employees, helping owners simplify retirement decision-making while reducing costs and administrative overhead.

Miami Foundation

Grant in 2022
Established in 1967, the Miami Foundation is an independent non-profit organization based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and supporting arts initiatives.

Volante Technologies

Funding Round in 2021
Volante Technologies, Inc. is a global financial technology company specializing in payments and financial messaging automation. Founded in 2001 and headquartered in Jersey City, New Jersey, the company provides a suite of services including VolPay, which accelerates payments innovation and digital transformation, and Volante Designer, aimed at simplifying financial messaging and data integration. Volante's solutions encompass payments modernization, real-time payment processing, message translation, and financial messaging services, addressing the complexities involved in these areas. With over 85 clients across 26 countries, Volante Technologies enables financial institutions and corporates to enhance their business agility, respond effectively to evolving market demands, and complete projects rapidly while minimizing disruptions to their core systems. Its extensive library of international and domestic message standards further supports clients in navigating the landscape of digital payments and financial messaging.

Unity National Bank

Venture Round in 2021
Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.

Accion Serving San Diego

Grant in 2019
Accion Serving Southern California is a nonprofit microlender that is part of a larger nationwide network dedicated to supporting entrepreneurs. Its mission is to provide accessible financing and essential resources to help individuals start, sustain, and expand their businesses. By offering fair and flexible loans, Accion Serving Southern California connects business owners with tailored opportunities and expert guidance, ensuring they have the necessary tools to succeed in their ventures. The organization focuses on fostering healthy business growth in the community, making it a vital resource for aspiring and established entrepreneurs alike.

Statewide Hispanic Chamber of Commerce of New Jersey

Grant in 2019
Statewide Hispanic Chamber of Commerce of New Jersey is to promote the continued growth and development of New Jersey businesses.The SHCCNJ is the voice of the more than 120,000 Latino businesses that contribute more than $20 billion to the New Jersey economy.

Industrious

Series D in 2019
Founded in 2013, Industrious operates premium co-working spaces across the United States. It provides shared office space, private suites, and amenities, along with hospitality services to create a high-quality work environment for professionals and businesses of all sizes.

Industrious

Series C in 2018
Founded in 2013, Industrious operates premium co-working spaces across the United States. It provides shared office space, private suites, and amenities, along with hospitality services to create a high-quality work environment for professionals and businesses of all sizes.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. is a provider of advanced analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. The company develops Kensho Financial Analytics Software, which delivers scalable analytical solutions to enhance decision-making within commercial entities. Kensho's offerings also include the Kensho Applied Mind, a sophisticated AI software that enables natural language processing to address complex financial inquiries in plain English. Additionally, Kensho operates a national security division known as Koto. Founded in 2012 and headquartered in Cambridge, Massachusetts, Kensho has expanded its presence with offices in New York, McLean, and Pacific Palisades. As of April 2018, Kensho Technologies operates as a subsidiary of S&P Global Inc.

Evergreen Enterprises

Debt Financing in 2014
Evergreen Enterprises is a global wholesale designer, manufacturer, and distributor of fine home furnishings, home and garden decor, and related accessories, including sports items, fashion accessories, kitchen utilities, furniture, and outdoor accents. The company serves retailers worldwide, offering custom pallet orders, bulk discounts, and direct-to-store shipping to simplify restocking. Evergreen emphasizes quality, beauty, and functionality across its product lines and is committed to free and fair trade while respecting its partners and the environments in which it operates.

AdvanTech Solutions

Venture Round in 2004
Located in Tampa, Fla., AdvanTech SolutionsSM provides unprecedented human resource services to clients nationwide. Their internal and field associates are dedicated to meeting and exceeding the needs of their client companies quickly and efficiently. (Please see their Executive Biographies.) Since June 1999, they have established co-employment relationships with more than 500 clients representing nearly 20,000 worksite employees, making us the fastest growing Human Resource Outsourcing company in the country. Unlike payroll, benefits or processing companies, AdvanTech SolutionsSM provides clients with face- to-face consultation and ongoing employer and employee training to provide them with a return on their most valuable asset-their people. Their innovative Internet service center, AdvanTech OnlineSM, is the first interactive offering of its kind, allowing clients direct access to their accounts. They can process payroll via WebPaySM, enter new employees, update benefit information, and much more, 24 hours a day, seven days a week.

Liberty Commercial Finance

Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.
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