Wells Fargo

Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Strategic Investments

Darlene Goins

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

Ellen Koebler

Chief Risk Officer Commercial Banking, EVP

Maureen Offer

Finance Associate

Fernando Rivas

Co-CEO of Corporate and Investment Banking

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Sean Lee Sang Sub

Investor, Principal Technology Investment Group

Past deals in Recapitalization

iCapital Network

Venture Round in 2021
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.

iCapital Network

Series C in 2021
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.

Sharecare

Venture Round in 2018
Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. With award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations. To learn more, visit www.sharecare.com. In 2017 alone, Sharecare has raised more than $100 million in new funding; and more than $300 million in total capital since its founding in 2010. May 26, 2017 Sharecare announced it has received an investment from global alternative investment firm, Summit Partners. Sharecare will use the debt capital to fund new capabilities and acquire talent to support the aggressive growth trajectory of both the company and its platform, where people can manage all their health in one place.

Global Restoration Holdings

Debt Financing in 2018
Global Restoration Holdings provides disaster restoration, reconstruction, and renovation services for residential, industrial, and commercial property in response to general loss and catastrophic events. Delos Capital formed Global Restoration Holdings through the merger of Interstate Restoration and FirstOnSite Restoration.

CommunityWorks

Grant in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

CommunityWorks

Debt Financing in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

Castle Pines Capital

Acquisition in 2011
Castle Pines Capital provides accounts receivable and purchases order finance services for technology vendors and their reseller customers.

ShareBuilder

Series D in 2001
Online investing, without the clutter. That’s what they help you do here at Capital One® ShareBuilder®. It’s in their clean, dynamic website and mobile apps. In their low commissions and no account minimums. Even in the intuitive tools theye've built from the ground up. They save you time with their Automatic Investment Plan1, which can help you make a habit of investing. Whether you’re a seasoned investor or just getting started, ShareBuilder has online tools and investing options to help create a segment of your financial future without missing out on what matters to you today.
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