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 Credits and Lending

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.

Canal Road Group

Debt Financing in 2024
Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.

Versana

Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Aequum Capital

Debt Financing in 2024
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

MoCaFi

Series B in 2023
MoCaFi is a provider of a personal finance platform that uses mobile technology and data analytics to improve financial outcomes for underbanked communities. The platform offers check cashing, custom loans, debit cards, financial literacy resources, and data analytics, delivered through a mobile application and a financial card. It enables users to check balances, cash paychecks, and send money securely at no additional cost. The company focuses on economic inclusion by offering affordable, credit-building financial products designed to help clients build credit and manage everyday finances. The solution combines financial services with education to promote healthier financial behaviors and greater financial resilience.

Versana

Venture Round in 2023
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.

Aequum Capital

Debt Financing in 2022
Aequum Capital is a Chicago-based financial institution that specializes in providing debt financing solutions to small and middle-market companies. Founded in 2021, the firm offers various lending products, including asset-based loans, term loans, and short-term bridge loans. Aequum Capital serves a diverse range of industries, including wholesale, consumer products, manufacturing, and e-commerce. The firm integrates an Environmental, Social, and Governance investment ethos into its operations, employing a technology-enabled platform to enhance its services.

Bladex

Post in 2020
Banco Latinoamericano de Comercio Exterior, S.A. (Bladex) is a supranational bank established by the central banks of Latin American and Caribbean countries to promote trade finance in the region. Bladex focuses on providing trade financing to selected commercial banks, middle-market companies, and corporations within the area. The bank operates through its Commercial Division and Treasury Division, financing its lending and investment activities primarily through interbank deposits from regional central banks and financial institutions, as well as borrowings from international commercial banks. Additionally, it raises funds through the sale of its debt securities to financial institutions and investors across Asia, Europe, North America, and the region. Importantly, Bladex does not offer retail banking services to the general public, such as savings or checking accounts, and does not accept retail deposits.

Valley Economic Development Center(VEDC)

Grant in 2018
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful. As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.

Carepayment

Post in 2015
CarePayment is a healthcare finance company that specializes in patient financial engagement, helping individuals manage their medical expenses effectively. The company provides a range of financial solutions tailored for hospitals, physician practices, and ancillary service providers across the country. By offering flexible financing options, CarePayment enables patients to access necessary medical care when they need it, while also assisting healthcare providers in improving their financial performance. This approach supports the sustainability of quality healthcare services within communities.

Credit Central

Debt Financing in 2013
Credit Central is a financial services company that specializes in providing installment loans and tax preparation services. It aims to simplify the loan application process for residents of Alabama, Tennessee, South Carolina, and Texas. The company offers a variety of loan products, including secured personal loans and installment loans, along with optional credit-related insurance. Credit Central's services are designed to help clients manage their monthly payments effectively, tailoring them to individual budgets at the time of loan closure. The company is committed to making financial assistance accessible and straightforward for its customers.

Castle Pines Capital

Acquisition in 2011
Castle Pines Capital specializes in providing financial solutions tailored to the technology sector. They facilitate accounts receivable financing and purchase order finance for technology vendors and their reseller customers, enabling these businesses to improve cash flow and accelerate growth.

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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