BlackRock

BlackRock is a global investment management corporation founded in 1988 and headquartered in New York City. It provides a diverse array of services, including investment advisory, risk management, and asset management across various asset classes and sectors, such as real estate, energy, and technology. The firm manages funds for a wide range of clients, including large institutions and individual investors, focusing on delivering tailored investment solutions to help secure better financial futures. BlackRock operates through its subsidiaries, including BlackRock Capital Investment Advisors, which offers investment advisory services, and BlackRock Private Equity Partners, which specializes in direct and fund investments in private equity and venture capital. With a strong emphasis on both public and private markets, BlackRock’s expertise spans multiple strategies and geographic regions, making it one of the world's largest asset managers, with trillions of dollars entrusted to its care.

Keith Anderson

Vice Chairman, Chief Investment Officer and Co-Founder

Joseph Auriemma

Managing Director, Private Equity

Cailey Barker

Portfolio Manager and Director, Natural Resources and Thematic

Paul Braude

Chief Investment Officer and Head, Direct Private Opportunities

Joseph Chalom

Managing Director, Head of Strategic Ecosystem Partnerships

Al DeFurianni

Vice President

Antonio DeSpirito

Managing Director and Global Co-Chief Investment Officer, US Fundamental Equities

Audrey Delorenzo

Vice President

Michael Dennis

Managing Director and Head of Alternatives Strategy and Capital Markets

Raja Hussain

Director

Robert S. Kapito

President and Director

Colm C. Lanigan

Managing Director at BlackRock Long Term Private Capital

Courtney Lynfield

Vice President, Long Term Private Capital Product Strategy

Samir Menon

Managing Director and Portfolio Manager, BlackRock Private Equity Partners

Sara Morgan

Managing Director of Multi-Asset Strategies and Director

Nathalie von Niederhäusern

Managing Director

Niall O’Sullivan

CFO

Jean-Christophe Rey

Managing Director and Head of Private Credit, Alternative Specialists (EMEA)

Spencer Rhodes

Managing Director, Private Markets at BlackRock

Ladell Robbins

Managing Director

Jeffrey Rosenberg

Managing Director and Senior Portfolio Manager, Systematic Fixed Income

Neeraj Seth

Managing Director and Hrad of Asian Fixed Income

Matt Singer

Managing Director

Scott Snell

Co-head of the US CLO business and Director

Paul Taylor

Venture Partner

Guillaume Vandewalle

Director Infrastructure Debt EMEA

Zachary Viders

Managing Director and Portfolio Manager, Global Credit Opportunities

Celia Yan

Managing Director and Head of APAC Private Credit

Yan Yang

Managing Director

Past deals in Recapitalization

Tata Power

Post in 2022
Tata Power Renewable Energy was recently launched as a separate company out of Tata Power, which transferred control of renewable energy assets to its new subsidiary. Tata Power Renewable Energy Limited controls operational capacity of 720 MW and under construction capacity of 250 MW. The new company may also look for equity investments and scout for candidates for acquisition.

Acorns

Series F in 2022
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.

Scalable Capital

Series E in 2021
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.

Congressional Bank

Funding Round in 2021
Congressional Bancshares, Inc. is the bank holding company for Congressional Bank, a community bank based in Bethesda, Maryland. Established in 2005, Congressional Bank provides a range of commercial banking services to customers in Maryland and the District of Columbia. The bank focuses on serving the financial needs of local businesses and individuals, emphasizing personalized service and community engagement.

Scalable Capital

Series D in 2020
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.

Scalable Capital

Series C in 2019
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.

CleanCapital

Venture Round in 2019
CleanCapital is a financial technology company based in New York that facilitates investments in clean energy. It provides a platform for accredited investors, including institutional investors and family offices, to invest in secure and diversified renewable energy projects. The company manages infrastructure funds that focus on impact investments in energy and infrastructure. Investors can track their investments in real-time through CleanCapital's online platform, enhancing transparency and engagement in the clean energy sector.

Acorns

Series E in 2019
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange-traded funds offered by some asset managers including Vanguard and BlackRock. Acorns was founded in 2012 and is headquartered in Irvine, California.

iCapital Network

Venture Round in 2018
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.

Tennenbaum Waterman Fund

Acquisition in 2018
Tennenbaum Waterman Fund is a direct lending fund managed by Tennenbaum Capital Partners, LLC, a prominent alternative investment management firm founded in 1999. Based in Santa Monica, California, the fund focuses on investments across North America and Europe, targeting sectors such as commercial products, commercial services, financial services, business products, cleantech, and industrial sectors. Tennenbaum Capital Partners has established a strong track record in credit opportunities, having invested approximately $9 billion in over 170 portfolio companies through various strategies, including specialty funds focused on debtor-in-possession financing. With about $5 billion in capital under management, the firm is well-positioned to pursue diverse investment opportunities while maintaining a commitment to performance and strategic growth.

iCapital Network

Series B in 2017
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.

CacheMatrix

Acquisition in 2017
CacheMatrix Holdings LLC is a Software-as-a-Service company that specializes in financial technology solutions aimed at enhancing cash management for banks and their corporate clients. The company offers a range of web-based liquidity trading systems, including money market portals that allow institutional investors to access diverse fund options, real-time trading, and customizable reporting. Its products also include Atlas, which provides visibility into money market fund holdings, and CacheFI, a fixed income trading module that connects directly with bank-sponsored money market portals. Additionally, CacheMatrix features CacheSweep, which automates and improves sweep processing, and MbOX, a tool that offers transparency into portal omnibus positions. Serving a diverse clientele that includes global banks, asset managers, hedge funds, and custodians, CacheMatrix facilitates approximately $200 billion in client assets and supports financial institutions in making informed liquidity decisions. Founded in 2003, the company is headquartered in Denver, Colorado.

Scalable Capital

Series B in 2017
Scalable Capital Vermögensverwaltung GmbH, founded in 2014 and based in Munich, Germany, is a digital investment service that specializes in portfolio management. The company utilizes proprietary software to create dynamically optimized investment portfolios, emphasizing risk management. By leveraging advanced technology, Scalable Capital aims to provide high-quality investment services that were traditionally accessible only to large institutional investors, making them available to individual investors at a lower cost. The firm has expanded its presence to London and has received funding from notable venture capital firms and angel investors.

iCapital Network

Series B in 2016
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.

A10 Capital

Private Equity Round in 2016
A10 Capital, LLC is a real estate credit institution founded in 2007 and headquartered in Boise, Idaho, with additional offices in Dallas and various cities across the United States. The company specializes in providing small to middle market commercial real estate loans and financing services, including origination, underwriting, legal review, and in-house servicing for the duration of the loan. A10 Capital offers a range of loan products, such as bridge loans, term loans, and note purchase loans, and is involved in financing auction purchases, REO acquisitions, traditional brokerage acquisitions, portfolio acquisitions, recapitalization, distressed debt purchases, discounted payoffs, and maturing loan refinances. The firm emphasizes accessibility and support for clients facing commercial real estate financing challenges, ensuring that its services are tailored to meet diverse needs across the country.

Personal Capital

Series C in 2013
Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.
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