Fifth Third Bank

Founded in 1857, Fifth Third Bank is a diversified financial institution offering a comprehensive range of services including personal banking, investments, wealth management, loans, mortgages, and business banking.

Melina Audinelle

Managing Director, Investment Banking and M&A Advisory

Richard Brooks

Managing Director

David Call

Regional President

Steven Ellis

Managing Director

Greg Fisher

Managing Director, Corporate Development

Ross Florey

Team Lead and Vice President

Kimberly Halbauer

Regional President (Kentucky)

Casey Jones

Managing Director, Healthcare Corporate Banking

Randy Koporc

Executive Vice President, Regional President and CEO

Brittney Martin

Vice President, Treasury Management, Financial Institutions

Daniel Moss

Senior Vice President

Bryan Preston

CFO

Scarlett Shine

Assistant Vice President, Commercial Relationship Manager

Scott Silvas

Market President, Texas

Timothy N. Spence

CEO and President

Jeremy Viltro

Senior Vice President and Line of Business CFO

Past deals in Retail Lending

Rize

Acquisition in 2023
Rize develops customer-centric financial applications aimed at fintechs, established financial institutions, and non-financial brands. Its innovative technology features patent-pending Synthetic Account capabilities, which integrate checking, saving, and brokerage services into a single, flexible platform. This allows clients to create tailored products and user experiences that address the specific needs of their customers. By offering a unified application programming interface (API), Rize enables businesses to efficiently build across various account types, simplifying the development process and enhancing financial service delivery.

Tricolor Holdings

Debt Financing in 2022
Tricolor Holdings, established in 2007 and headquartered in Dallas, Texas, operates as a leading used car dealership group in major Texas cities. It offers a wide range of vehicles, including coupes, minivans, pickup trucks, SUVs, and sedans, along with financing options. Notably, Tricolor Holdings leverages AI-powered technology to advance financial inclusion, providing affordable auto loans to customers with limited or no credit history, helping them build credit and secure a better financial future.

CommonBond

Series D in 2018
CommonBond, Inc. is an online lending company based in New York, founded in 2011. It specializes in providing financial solutions for students seeking to pay for higher education in the United States. The company offers refinancing and financing options for undergraduate and graduate student loans, including parent PLUS loans and MBA student loans. CommonBond enables students to access both fixed and variable rate products for refinancing existing loans or financing their education while enrolled. Additionally, the company provides a product called SmartSave, which allows customers to redirect their monthly savings from student loan refinancing into a wealth-generating cash account. Furthermore, CommonBond assists businesses in managing their employees' student loan debt, thereby addressing the growing concern of educational debt in the workforce.
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