Bank of America

Bank of America is a prominent financial institution based in Charlotte, North Carolina, providing a comprehensive range of banking, investment, asset management, and risk management services. It caters to approximately 51 million consumer and small business relationships through around 5,300 retail banking offices, 16,350 ATMs, and a robust online banking platform with 30 million active users. The institution offers specialized support to about 3 million small business owners with innovative online products and services. With operations in over 40 countries, Bank of America is recognized as a leader in wealth management and corporate and investment banking, serving corporations, governments, institutions, and individuals globally. Founded in 1874, the company has established itself as a key player in the financial sector, focusing on delivering a diverse array of financial solutions tailored to meet the needs of its varied clientele.

Raul Anaya

President - Greater Los Angeles

Brian T. Moynihan

Chairman and Chief Executive Officer

141 past transactions

DSD Renewables

Debt Financing in 2023
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

Obama Foundation

Grant in 2023
The Obama Foundation is a start-up for citizenship and an ongoing project for people to shape, together, what it means to be a good citizen in the 21st century. The Obama Foundation builds programs to inspire everyone to become better citizens. The Obama Foundation is a tax-exempt, charitable organization under I.R.C. sec. 501(c)(3). The Obama Foundation uses social media to communicate and engage with future citizen leaders.

Union County College

Grant in 2022
The Union County College in Cranford, New Jersey, provides exceptional education programs in the liberal arts while developing new programs and classes designed to meet the challenges and needs of our ever-evolving society. Students have the opportunity to participate in a range of student life activities. If you’re looking to gain leadership skills and real-world career experience, you can join the Phi Theta Kappa honor society or work for the student newspaper. The school also offers many campus events like career panels, community service projects and academic seminars. Academic, personal and career counseling services are also available to all students. Academics include more than 75 associate’s degrees in a variety of categories, like Administrative Support, Civil Construction Engineering, Education and Drama and the Fine Arts. Certificate programs are available in American Sign Language, Practical Nursing, Homeland Security and more. Admissions are open, allowing any student who is at least 18 years of age and has earned a high school diploma or GED the opportunity to enroll. All incoming students are required to take the Basic Skills Placement Test, which measures reading, writing and math skills. Tuition is set lower for Union County residents. Students who file a FAFSA will be considered to receive financial aid through the form of scholarships, grants and loans.

iCapital Network

Corporate Round in 2022
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.
UNC Charlotte is North Carolina's urban research university. It leverages its location in the state's largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region.

Little Leaf Farms

Debt Financing in 2022
Little Leaf Farms, LLC specializes in the production of lettuce and leafy greens for local consumers, offering a variety of products including spring mix, arugula, green leaf, multiblond, red leaf, and baby crispy green leaf. Founded in 2015 and based in Carlisle, Massachusetts, the company operates a greenhouse in Devens, Massachusetts, which enables it to deliver freshly harvested greens to stores within a day. This local approach contrasts with the typical supply chain for lettuce, which often involves lengthy transportation from the West Coast. Little Leaf Farms is dedicated to sustainable growing practices that prioritize environmental protection while providing New England salad lovers with high-quality, flavorful baby greens throughout the year.

STRIVR

Series B in 2022
STRIVR is an information technology company that specializes in virtual reality, customer experience, and athlete performance. It transforms the way companies train and develop their employees by using virtual reality to simulate real-world and on-the-job situations designed for enhanced learning to help companies grow.
Virginia Union University (VUU) is a well-respected, private four-year university, established to nourish the academic goals and success of the African American community. Virginia Union University is an HBCU. Established in Richmond, Virginia just shortly after the American Civil War in 1865, the university was founded on the hope to promote education for all people, regardless of race. Virginia Union University has a deep history of dedicating its resources to uplifting the individual and acknowledging the power of education. Today, Virginia Union University continues its original goal of creating opportunities for everyone. VUU is made up of four schools: education, psychology and interdisciplinary studies; business; humanities and social sciences; and mathematics, science and technology. VUU accepts federal financial aid obtained through the FAFSA, and offers career and personal counseling to assist all of its students in their pursuit of a better career, and a better life. Contact Virginia Union University today for more details.

Britishvolt

Series C in 2022
Britishvolt is an automation company. The United Kingdom has been at the forefront of global investment in high technology development and innovation since the industrial revolution. Our country attracts the highest level of international investment of any country in Europe. The battery research and development activities underway, amongst our rolling hills and green pastures, are at the cutting edge of the sustainable energy and transportation industries.

Banked

Series A in 2022
Banked is a London-based company that offers a payment platform enabling real-time, secure transactions for consumers, businesses, and banks. Founded in 2018, Banked's platform connects users' bank account data to third-party applications through a secure application programming interface (API). This system provides various features, including bank account connections, spending analysis, balance and income verification, as well as low-cost payments. Businesses can integrate Banked's API into mobile apps, customer portals, and even invoices sent via email or text, allowing for seamless payment processing. By facilitating secure data sharing and control, Banked enhances the payment experience across multiple applications.

Motown museum

Grant in 2022
Despite the passage of time since Motown Records’ establishment in 1959 by Berry Gordy, tens of thousands of visitors pass through Hitsville U.S.A., home to the Motown Museum, each year. Their presence is a testimony to Motown’s legacy and to the charisma, talent and staying power of the music and those who made it. The Motown Museum, which was founded by Esther Gordy Edwards in 1985, is one of Southeast Michigan’s most popular tourist destinations. Visitors come from across America and throughout the world to stand in Studio A, where their favorite artists and groups recorded much-loved music, and to view the restored upper flat where Berry Gordy lived with his young family during the company’s earliest days.
Solidarity Microfinance provides a supportive and collaborative environment empowering low-income individuals to grow their small businesses and take the first steps toward creating a financially stable future for their families.
Student success and achievement is the cornerstone of an education at the St. Petersburg College in St. Petersburg, Florida. The school offers exceptional programs for associate’s degrees, bachelor’s degrees and technical education/training. Getting involved in student life is easy at St. Petersburg. You can join one of the many student clubs and organizations, like College Chorus musical club, Phi Theta Kappa honor society, Student Government Association or a variety of academic clubs. The school also offers music and art classes for students looking to cultivate their talents. Many cultural events, music, dance and theatre performances are hosted frequently, allowing students to deepen their appreciation for diversity and the arts. Students may submit or join the board of The Sandbox and the Meta: Interdisciplinary Journal, two of the school’s student-run newspaper and creative arts publications. Academics include a wide variety of undergraduate degrees and certificate programs. Degrees are offered in fields like Architecture and Construction Management, Information Technology and Education. Technical training is available in programs like Business Management and Administration, Health Science and Human Services. Admissions require students to submit an official high school or GED transcript, ACT/SAT scores, meet with advisor to discuss educational requirements and complete a new student orientation session. Tuition is set lower for Florida residents. Financial aid is available to eligible students who have filed a FAFSA through scholarships and federal grants and loans.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway (CMG) is a financial technology firm that is modernizing the equity capital markets (ECM). CMG connects investors and underwriters via a neutral platform that delivers integrated ECM data and analytics, unrivaled transparency, and workflow efficiencies. Providing a digital system of record for firm-wide deal activity, CMG helps clients make more timely, better-informed decisions. Launched in 2017 by a team of ECM practitioners, the CMG platform is currently relied upon by nearly 100 buy side firms representing $12 trillion in AUM and 15 investment banks.

Growve

Debt Financing in 2022
Growve is a brand aggregator based in St. Petersburg, Florida, specializing in the acquisition and management of wellness and beauty brands. Founded in 2018, the company focuses on six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve operates a platform designed to acquire, operate, and enhance brands, leveraging in-house expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management. This comprehensive approach enables brands across various sectors to scale and expand effectively.
Cal State Fullerton is a campus of the CSU, serving as an intellectual and cultural center for Southern California and driver of workforce and economic development. They are an emerging national model for supporting student success through innovative high-impact educational and co-curricular experiences, including faculty-student collaborative research.

Johnson C Smith University

Debt Financing in 2021
Johnson C. Smith University (JCSU) in Charlotte, NC is a high-ranking four-year liberal arts historically black Presbyterian university with many opportunities. Johnson C Smith University is an HBCU. Admin JCSU offers programs through the College of Arts and Letter, College of Professional Studies and the College of Science, Technology, Engineering and Mathematics. Some of its more recognized programs are the bachelor’s degree program in Social Work, the Business degree program and the Teacher-Education program. Other subject areas in which one may acquire a degree are Communication Arts, Criminology, Music, Health Education and Computer Engineering. With the goal of granting opportunities to its students, Johnson C. Smith University also has a “flexible studies” program. This is designed for students aged 25 and up and allows them to pursue degrees in Criminology, Social Work and Business Administration, as well as career certifications, with a flexible schedule. Internships are available, and course credits and work experience may also be attained through the JCSU volunteer program. Other chances for opportunities may be found in the Lyceum program, an arts exposure program and a free study abroad option. Student life is nurtured by JCSU’s active residence life. More than 70% of students live on campus in one of ten campus dorms, all of which sponsor activities throughout the year. Other campus life offerings include numerous recreation areas, active intramural and intercollegiate sports teams, campus concerts, Greek life, and more than 60 student organizations. JCSU even provides each student with a free laptop! Financial aid options may be discussed with a JCSU financial aid counselor.

DRI Healthcare Trust

Post in 2021
DRI Healthcare Trust provides unitholders with differentiated exposure to the anticipated growth in the global pharmaceuticals and biotechnology markets. Our business model is focused on managing and growing a diversified portfolio of pharmaceutical royalties with the aim to deliver attractive growth in cash royalty receipts over the long term.
Crossroads Rhode Island is to help homeless or at-risk individuals and families secure stable homes.

Sojourner House

Grant in 2021
Sojourner House is a comprehensive anti-violence agency, offers emergency resources as well as educational violence-prevention programs.
Community Housing Network helps people in need find affordable housing solutions. We help people who are homeless or at risk of becoming homeless, people with disabilities, people with low-income, and others find decent, affordable housing.
Chesapeake Utilities Corporation is a diversified energy company that focuses on the distribution and transmission of natural gas, as well as electricity generation and distribution. The company also provides propane gas distribution and mobile compressed natural gas utility services. Chesapeake Utilities operates through two main segments: Regulated Energy and Unregulated Energy. Its regulated operations in natural gas and electricity span Delaware, Maryland, and Florida, where they comply with state public service commissions. Additionally, the company’s subsidiary, Eastern Shore, manages natural gas transmission and is regulated by the Federal Energy Regulatory Commission (FERC). Overall, Chesapeake Utilities plays a significant role in the energy landscape, offering a range of services to meet diverse energy needs.

AlphaSense

Series C in 2021
AlphaSense, Inc. is a New York-based company that specializes in developing an AI-powered search engine for market intelligence. Founded in 2007, AlphaSense provides a platform that enables research professionals to efficiently search, navigate, and analyze various data sources, including filings, research, news, and other disclosures. This technology utilizes artificial intelligence and natural language processing to identify relevant insights from diverse and fragmented data sets, helping users gain critical business insights quickly. The company serves over 1,000 enterprise clients across multiple industries and geographies. With a workforce exceeding 240 employees, a significant portion of whom are dedicated to product development, AlphaSense also has offices in London, Helsinki, Pune, and other locations in the United States.

Saks.com

Debt Financing in 2021
Saks is an e-commerce company that aims to expand its customer base in the growing online luxury fashion market. The team's fashion expertise combined with a renewed digital focus will provide customers with an unmatched shopping experience. It was established by Saks Fifth Avenue's e-commerce business as a standalone entity. The company makes strategic investments to evolve and expand its online experience. These investments will bolster Saks’ already well-established digital business, starting with strengthening its service model through elevated styling capabilities and data-driven personalization. Ultimately, Saks will feature a hybrid retail and marketplace platform, expanding its assortment while maintaining a curated experience.

Saks Fifth Avenue

Debt Financing in 2021
Saks is a shopping destination for the all-channel luxury experience.

Constant

Debt Financing in 2021
Constant operates in two primary sectors: loan management and cloud computing. In the loan management space, the company has developed a platform that automates complex tasks, allowing borrowers to self-serve through modern digital portals for loan servicing and loss mitigation. This platform enhances borrower understanding and management of their debt, while also reducing operational costs, errors, and compliance risks for clients. In the realm of cloud computing, Constant offers flexible and scalable solutions through its flagship product, Vultr, which caters to over 1.3 million customers. Their services encompass bare metal, cloud compute, and storage solutions, aimed at developers and enterprise brands, facilitating rapid technology deployment, automated infrastructure management, and big data computing.

Airtel Africa

Post in 2021
Airtel African operations are owned by Bharti Airtel Limited, a leading global telecommunications company with operations in 19 countries across Asia and Africa. The company offers mobile voice and data services, fixed line, high speed broadband, IPTV, DTH, turnkey telecom solutions for enterprises and national and international long distance services to carriers. Bharti Airtel has over 200 million customers (November 2010) across its operations, including 50 million in Africa. Airtel is driven by the vision of making mobile communications affordable for all to give people the freedom to meet their daily challenges and to drive economic and social development. Airtel is making a positive impact in the communities in which it operates through extending its networks to rural areas and through its education initiatives.

AxiaMed

Acquisition in 2021
The Healthcare Payment Specialists. AxiaMed partners with independent software vendors (ISVs) to offer secure patient payment solutions from within their healthcare applications. Our integrated offerings help improve the financial performance of healthcare providers by expanding the payment options available to patients, streamlining administrative workflows, and reducing bad debt. Helping Patients Make Payments. In a digital world, we make handshakes.

M&F Bank

Funding Round in 2021
M&F Bank is a historic independent community bank committed to meeting the needs of a wide range of individuals and businesses within their markets, while providing unparalleled customer service with an above-average return for our shareholders.
PureStream is a technology platform company with a singular focus on making institutional trading scale efficiently and securely. The trading venue prioritizes and matches orders based on their liquidity relevance with a unique focus on improving cross rates and order completion speed. It was established in New York, New York in 2018.

Little Leaf Farms

Funding Round in 2021
Little Leaf Farms, LLC specializes in the production of lettuce and leafy greens for local consumers, offering a variety of products including spring mix, arugula, green leaf, multiblond, red leaf, and baby crispy green leaf. Founded in 2015 and based in Carlisle, Massachusetts, the company operates a greenhouse in Devens, Massachusetts, which enables it to deliver freshly harvested greens to stores within a day. This local approach contrasts with the typical supply chain for lettuce, which often involves lengthy transportation from the West Coast. Little Leaf Farms is dedicated to sustainable growing practices that prioritize environmental protection while providing New England salad lovers with high-quality, flavorful baby greens throughout the year.

Advantage Solutions

Post in 2020
Advantage Solutions Inc. is a global promotions agency based in Irvine, California, specializing in sales and marketing solutions. Established in 1987, the company offers a range of services, including headquarter sales, retail merchandising, and diverse marketing strategies such as shopper, experiential, and digital marketing. It serves various industries, including grocery, drugstore, convenience, and foodservice. With a workforce exceeding 50,000 associates and a presence in the United States, Canada, and Europe, Advantage Solutions is dedicated to enhancing brand value for its clients through tailored solutions. The company was formerly known as Karman Holding Corp. before adopting its current name in 2016.

Southern Bancorp

Corporate Round in 2020
Southern Bancorp, Inc. is a financial institution dedicated to providing banking and lending services primarily to underserved communities in Arkansas and Mississippi. Founded in 1986 and formerly known as Southern Development Bancorporation, the company has established itself as a leader in rural development, having originated over $2 billion in development loans aimed at individuals and organizations in some of the poorest regions of the United States. Southern Bancorp emphasizes the importance of access to capital for both rural institutions and families, recognizing that financial investment alone is not sufficient for meaningful community transformation. Instead, the company advocates for a comprehensive approach that integrates capital investments with community engagement in areas such as education, housing, healthcare, leadership development, and economic growth. Through strategic partnerships with organizations like the CDFI Fund and the Global Alliance for Banking on Values, Southern Bancorp strives to create sustainable change in the communities it serves.

Briggs & Stratton

Debt Financing in 2020
Briggs & Stratton Corporation (Briggs & Stratton) is a producer of air cooled gasoline engines for outdoor power equipment. The Company designs, manufactures, markets and services these products for original equipment manufacturers (OEMs) worldwide. In addition, the Company markets and sells related service parts and accessories for its engines. The Company manufactures, marketsgenerators, pressure washers, snow throwers, lawn and garden powered equipment (primarily riding and walk behind mowers) and related service parts and accessories. The Company operates in two segments: Engines and Power Products. On November 02, 2011, the Company acquired Premier Power Equipments and Products Private Ltd. of Tamil Nadu, India.

mHUB

Grant in 2020
mHUB is an independent innovation center based in Chicago, Illinois, focused on hardtech and manufacturing. Established in 2013, it supports the entrepreneurial ecosystem surrounding physical product innovation. The organization serves over 270 startups and small businesses, leveraging a diverse talent pool that includes product designers, engineers, and industry experts. mHUB specializes in the development and manufacturing of various products, such as robotics, connected devices, sensors, energy technology, medical devices, smart buildings and cities, and unmanned vehicles. By providing a resource-rich environment, mHUB aims to facilitate the commercialization of new hardtech innovations, fostering the growth of new businesses, intellectual property, investment opportunities, and job creation within the manufacturing sector.

EngAGE

Grant in 2020
EngAGE is a nonprofit that takes a whole-person approach to community and creative, healthy aging by providing arts, wellness, lifelong learning, community building and intergenerational programs to thousands of seniors and families living in affordable senior and multi-generational apartment communities in California, Oregon, and Minnesota.

EAC Network

Grant in 2020
EAC Network is a diverse social service agency that empowers, assists, and cares for people in need. Our objective is to reach individuals within our community through innovative programs that improve quality of life.

Adidas

Post in 2020
Adidas AG, founded in 1949 and headquartered in Herzogenaurach, Germany, designs, develops, produces, and markets a wide range of athletic and lifestyle products globally. The company operates across various segments, including Europe, North America, Asia-Pacific, and Latin America, and offers footwear, apparel, and sports equipment under its adidas and Reebok brands. Its diverse product portfolio encompasses offerings for professional athletes, casual activewear, and fashion items, allowing it to meet varied consumer needs and mitigate market risks. Adidas also manages the digital health and fitness platform Runtastic and the Y-3 label. The company distributes its products through approximately 1,900 owned retail stores, 15,000 franchise stores, and 150,000 wholesale locations, in addition to its e-commerce channel, which serves 67 countries. With a commitment to excellence in key segments such as football, running, training, basketball, and Originals, Adidas aims to solidify its position as a leading global sports brand.

Second Chance

Grant in 2020
Second Chance is a nonprofit that provides people, materials and the environment with a second chance. We deconstruct buildings and homes, salvage usable materials and make those available to the public through our 200,000 square feet of retail space. With the revenue generated, we provide job training and workforce development for those with employment obstacles in the Baltimore region.

Long Island Cares

Grant in 2020
The mission of Long Island Cares – The Harry Chapin Food Bank is to bring together all available resources for the benefit of the hungry on Long Island.

DirectBooks

Seed Round in 2019
Addressing inefficiencies in the marketplace across multiple communication channels, DirectBooks will simplify the primary issuance process through the use of structured data and streamlined communications. The new service will increase the efficiency and accuracy of deal workflow information among market participants by disseminating it through a robust communication platform that can be integrated into underwriter and investor systems to better connect underwriters and their clients.

TransPerfect

Debt Financing in 2019
TransPerfect is a leading privately held language services provider, headquartered in New York, with regional offices in London and Hong Kong. The company offers a wide range of services, including translation, language services, and globalization management technology, catering to multinationals across various sectors. With a workforce of over 5,000 full-time employees and a network of more than 5,000 certified linguists and subject-area specialists, TransPerfect operates in over 100 languages, making it the largest company of its kind in the world. The organization has established a global presence with over 90 offices located in major cities worldwide.
MetroHealth, a large hospital system in NE Ohio, is nationally known for comprehensive, quality care. It’s the region’s only Level I Trauma & Burn Center & home to Metro Life Flight, & expertise in rehab, cardiology, orthopedics, OB-Gyn & surgery

SpaceX

Debt Financing in 2018
Space Exploration Technologies is a space-transportation startup company founded by Elon Musk. SpaceX designs, manufactures, and launches advanced rockets and spacecraft. SpaceX develops crew and cargo capsules, engines, cryogenic tank structures, avionics, equipment, guidance, and control software. The company is developing the partially reusable launch vehicles Falcon 1 and Falcon 9. Founded in 2002, Space Exploration Technologies is headquartered in Hawthorne, California.

Riverfront Recapture

Grant in 2018
Riverfront Recapture is a private, non-profit organization dedicated to improving central Connecticut’s quality of life and urban vitality through cultural events, entertainment, group sports and recreation in a welcoming environment along the banks of the Connecticut River, as well as ongoing efforts to protect and maintain the Riverfront and make more of it accessible to the public.

Guardian Pharmacy

Debt Financing in 2018
Guardian Pharmacy specializes in providing pharmaceutical services to various healthcare settings, including assisted living facilities, skilled nursing homes, correctional institutions, hospice programs, and behavioral health group homes. The company offers a comprehensive range of technology-enabled services aimed at ensuring that residents adhere to their prescribed medication regimens. By focusing on individualized clinical support, drug dispensing, and administration, Guardian Pharmacy seeks to enhance care quality and improve clinical outcomes while also reducing overall healthcare costs. Its tailored approach is particularly beneficial for residents in lower acuity long-term care facilities, where personalized attention is essential for effective medication management.

Online Check Writer

Debt Financing in 2018
Online Check Writer is a secure and simple on-demand check printing software that keeps finances safe and in order. The company uses artificial intelligence to prevent forged and unauthorized checks by integrating seamlessly with the bank and effectively block it. Online Check Writer was established in 2008 and is headquartered in San Jose, California.
The Howard Hughes Corporation owns, manages and develops commercial, residential and mixed-use real estate throughout the country. Our company is comprised of master planned communities, operating properties, development opportunities and other unique assets spanning from New York to Hawaii. We have approximately 1,000 employees, over half of whom are dedicated to the growth and service of our master planned communities. The company's operating properties are primarily retail and include South Street Seaport (Manhattan, NY), various properties in Columbia Town Center (Columbia, MD), Landmark Mall (Alexandria, VA), The Outlet Collection at Riverwalk (New Orleans, LA), Cottonwood Square (Holladay, UT), Park West (Peoria, AZ) and Ward Centers (Honolulu, HI). Currently, several of the operating properties present significant opportunities for redevelopment. The company also has an exciting and diverse pipeline of strategic opportunities for near, mid and long-term development. These range from air rights and surface parking lots to aging properties poised for redevelopment. The Howard Hughes Corporation’s mission is to be the preeminent developer and operator of master planned communities and mixed-use properties. We create timeless places and memorable experiences that inspire people while driving sustainable, long-term growth and value for our shareholders.

Tillhub

Series A in 2018
Tillhub GmbH develops mobile iPad point of sale (POS) and payment solutions. It offers a cash register cloud based software to record and process transactions. The company offers point of sale terminals and hardware devices, such as printers, POS receipt printers and label printers; payment devices, stationary, mobile, and portable EC terminals; and barcode scanners, CCD, laser, 2D barcode, hand, stationary, inventory, and industrial scanners through its online store. Tillhub GmbH was founded in 2016 and is based in Berlin, Germany.

Broadcom

Post in 2018
Broadcom Inc. is a prominent global technology company specializing in the design and development of a wide range of semiconductor and infrastructure software solutions. With a legacy rooted in the technical innovations of AT&T/Bell Labs, Lucent, and Hewlett-Packard, Broadcom offers an extensive portfolio of over 6,500 products targeting key markets, including wireless communications, wired infrastructure, industrial and automotive electronics, and consumer computing. Its semiconductor offerings encompass both analog and digital devices, serving applications such as cellular phones, data networking, enterprise storage, and renewable energy systems. In addition to its semiconductor business, Broadcom also provides critical software solutions that enhance scalability, agility, and security for large enterprises and government entities. As a result of strategic mergers and acquisitions, Broadcom has established itself as the sixth-largest semiconductor company worldwide, generating over $30 billion in annual revenue and leveraging its engineering expertise to meet the evolving needs of its customers.

Visible Alpha

Venture Round in 2018
Visible Alpha is developing a proprietary new dataset and suite of tools to enhance institutional investors'​ ability to generate quantifiable insight into the future fundamentals of companies. By unlocking the intelligence and perspectives that have always been hidden behind analysts’ models, Visible Alpha is providing a new level of visibility and granularity into analysts'​ forecasts, assumptions and opinions to help investors generate alpha.
Orlando Science Center has been a place that inspires curiosity and exploration. Truly one of the great activities for Orlando families, the Science Center encourages learning in a fun way. There's no better place that combines fun and knowledge all under one roof.

Dropbox

Debt Financing in 2017
Dropbox provides secure file sharing, collaboration, and storage solutions. It aims to unleash the world’s creative energy by designing a more enlightened way of working. 500 million registered users around the world use Dropbox to work the way they want, on any device, wherever they go. Founded in 2007 by Drew Houston and Arash Ferdowsi, Dropbox is headquartered in San Francisco, California. Moreover, the company has more than 12 offices around the world, with locations in San Francisco, Austin, Dublin, Herzliya, London, New York, Paris, Seattle, Sydney, Hamburg, Washington DC, and Tokyo.

GT Technologies

Debt Financing in 2017
GT Technologies, Inc. is a manufacturer and supplier of custom-engineered valvetrain systems and components for gasoline, diesel, and flex fuel internal combustion engines. Founded in 1905 and headquartered in Westland, Michigan, the company serves a diverse range of industries, including automotive, heavy-duty trucks, motorsports, power generation, and recreational vehicles. Its product offerings include hydraulic lash adjusting capsules, roller tappets, stamped rocker arms, roller finger followers, and various valvetrain actuation assemblies. GT Technologies also provides specialized components for heavy-duty diesel applications, such as mechanical roller tappets and roller bearings for high-pressure fuel injector pumps. The company has manufacturing and assembly operations in Ohio, Florida, and Brazil, along with a prototype center in Millbury, Ohio, enabling it to meet the needs of both original equipment manufacturers and the aftermarket sector. GT Technologies operates as a subsidiary of GenTek Inc.

Renovate America

Debt Financing in 2017
Renovate America, Inc. provides financing solutions for homes and communities in the areas of energy and water in the United States. It offers HERO (home energy renovation opportunity) financing program and PACE (property assessed clean energy) financing solution. The company was formerly known as PowerHouse Service, Inc. and changed its name to Renovate America, Inc. in June 2010. Renovate America, Inc. was founded in 2008 and is based in San Diego, California. On December 21, 2020, Renovate America, Inc., along with its affiliate, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the District of Delaware.

Dooda Inc.

Debt Financing in 2016
FORGET THE PAST! Stop Following And Start Doing! WHAT DO YOU WANT TO DO? -Join Nearby Activities -Do Things With Friends -Watch What’s Going On -Send Private Messages Easily Create and Join Awesome Local Events. Dooda is your fast and exciting personal invitation to every party on the planet. Join nearby activities, do things with friends, watch what’s going on and send private messages all from your cell phone. Dooda's local mobile elastic search gives users the power to see exactly what is happening soon and nearby. At Dooda we don't care about yesterday we make tomorrow better. Best of all after doing on Dooda automatically archive your past on traditional social media sites. Dooda is a local mobile social media experience unlike any other. This isn't your grandmas app. Visit our site to register for our limited iOS beta release. It is said to be "the next big thing about stuff!"

Bell and Howell

Debt Financing in 2015
Bell and Howell, LLC specializes in developing hardware and software solutions for the mail and commerce sectors, serving industries such as retail, grocery, and pharmacy both domestically and internationally. The company's offerings include QuickCollect Solutions, which provide automated pickup, storage, and retrieval to enhance customer and associate experiences, as well as a range of production mail solutions, from low to high volume mail inserters to industrial inkjet printers. Additionally, Bell and Howell focuses on secure card processing and fulfillment operations, which encompass sorting, storing, and mailing secure cards and documents. The company also provides maintenance and repair services, project management, and OEM solutions. Established in 1907 and based in Durham, North Carolina, Bell and Howell has a rich history in the production mail industry and continues to evolve its technologies to support various sectors, including banking, telecommunications, and public utilities.
Symphony Communication Services, LLC develops a secure collaboration platform tailored for financial institutions, enabling traders and portfolio managers to communicate effectively through messaging, screen sharing, and audio/video conferencing. The platform consolidates digital communications into a single application, allowing users to integrate various applications and bots into their workflows while ensuring data security and regulatory compliance. Symphony offers a range of solutions for enterprise collaboration, including tools for internal and external communication, document sharing, and application integration. Founded in 2012 and headquartered in Palo Alto, California, Symphony has additional offices in major global financial centers such as New York, London, Hong Kong, and Tokyo. The company, previously known as Perzo Inc., was rebranded in 2014 and operates as a subsidiary of The Goldman Sachs Group, Inc.

Ryan

Debt Financing in 2015
Ryan is a prominent global tax services firm headquartered in Dallas, Texas, recognized for its extensive expertise in business taxes. It boasts the largest indirect tax practice in North America and ranks among the top corporate tax practices in the United States. The firm offers a wide array of tax advisory and consulting services, including audit defense, tax recovery, compliance, and strategic planning, addressing the needs of clients across various jurisdictions. With a workforce of over 2,500 professionals, Ryan serves more than 14,000 clients globally, including many leading Global 5000 companies. The firm has earned multiple accolades for its commitment to exceptional client service, reflecting its innovative approach and dedication to improving tax processes through technology and advocacy.

BILL

Series F in 2015
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

Cedar Realty Trust

Post in 2015
Cedar Realty Trust is a fully-integrated real estate investment trust specializing in the ownership, operation, and redevelopment of grocery-anchored shopping centers located in high-density urban markets along the corridor from Washington, D.C. to Boston. The company manages a portfolio of 54 properties that collectively encompass approximately 8.2 million square feet of gross leasable area. Cedar Realty Trust emphasizes long-term value creation for its shareholders and aims to foster enduring relationships with its tenants, focusing on the strategic redevelopment of its shopping centers to enhance their appeal and functionality.

VioletStreet

Angel Round in 2014
VioletStreet is a fashion aggregator cum social shopping portal, where the user can create looks, shop along with her friends, take their feedback & make better purchasing decisions, all in real-time.

Jio

Debt Financing in 2014
Reliance Jio Infocomm is a company providing wireless telecom products and services. The Company offers voice, data, and messaging services, as well as distributes smartphones and hotspot devices. Its areas of research, development and new service deployment include blockchain, artificial intelligence, open source platforms, IOT, data analytics, and next-gen cloud services.

Panera Bread

Post in 2014
US chain featuring bakery products, sandwiches, and salads

Parametric Sound

Post in 2014
Parametric Sound Corporation is a pioneering innovator of directed audio solutions. With a substantial body of intellectual property, Parametric Sound is the foremost authority in the application of acoustic technology to beam sound to target a specific listening area without the ambient noise of traditional speakers. The Company is targeting its technology for new uses in consumer markets including computers, video gaming, televisions, home audio, health care and mobile devices. For more information, visit www.parametricsound.com.

Birch Communications

Debt Financing in 2012
Birch Communications, Inc. is a leading communications, network, cloud and IT solutions provider. Recognized for exceptional customer experience, Birch delivers compelling solutions that assist small, mid-sized, enterprise and wholesale businesses to increase their productivity. Its industry-leading product portfolio is available nationwide and includes Metro-Fiber, Metro-Ethernet, unified communications (UC), hosted phone systems, hosted data centers, and hosted file storage services.

Fanatics

Debt Financing in 2012
Fanatics, Inc. is a global vertical commerce company specializing in the design, manufacture, distribution, and retail of licensed sports merchandise. Founded in 1995 and headquartered in Jacksonville, Florida, with additional offices in San Mateo, California, and Manchester, United Kingdom, Fanatics offers a wide range of high-quality fan gear and apparel across various sports, including NCAA football, NFL, MLB, NBA, NASCAR, and NHL. The company operates through online, mobile, and physical retail channels, catering to the evolving demands of leagues, teams, fans, and retailers in a mobile-first, on-demand environment. Additionally, Fanatics provides outsourced e-commerce solutions through its TeamFanShop division, managing the official online stores for numerous prominent sports organizations, thus enhancing the accessibility and availability of licensed athletic apparel.

Ascent Corporation

Debt Financing in 2012
Ascent Corporation is a leading provider of comprehensive solutions for the planning, design, engineering, development, and operation of data centers and other mission critical facilities. Headquartered in Saint Louis, MO, Ascent specializes in powerful, efficient, and technologically advanced mission critical facilities and offers clients a broad range of delivery models spanning shell & core, build-to-suit, turnkey, and outsourced critical systems operations. Founded in 1998, Ascent provides a full spectrum of fast track services that include project programming, design management, facility assessment, development and construction management, commissioning, and ongoing maintenance operations. Today, Ascent focuses on providing clients with innovative solutions and services yielding the highest levels of operational autonomy, efficiency, and control. Ascents clients include some of the most demanding mission critical organizations spanning multiple industries, Fortune 500 firms, and service providers.

Legendary Entertainment

Debt Financing in 2012
Legendary Entertainment offers film, television, and comics media services. It owns, produces, and distributes box-office movies and films, television shows, and comic story lines. Legendary Entertainment serves and markets motion pictures and media services to mass-audiences and fandom customers around the world. Thomas Tull founded it in 2004, with its headquarters in Burbank in California.

Birch Communications

Debt Financing in 2011
Birch Communications, Inc. is a leading communications, network, cloud and IT solutions provider. Recognized for exceptional customer experience, Birch delivers compelling solutions that assist small, mid-sized, enterprise and wholesale businesses to increase their productivity. Its industry-leading product portfolio is available nationwide and includes Metro-Fiber, Metro-Ethernet, unified communications (UC), hosted phone systems, hosted data centers, and hosted file storage services.

Trojan Battery

Private Equity Round in 2011
Founded in 1925 by George Godber and Carl Speer, Trojan Battery Company is the world’s leading manufacturer of deep-cycle batteries. From deep-cycle flooded batteries to deep-cycle AGM and gel batteries, Trojan has shaped the world of deep-cycle battery technology with more than over 90 years of battery manufacturing experience.

Adknowledge

Venture Round in 2011
Adknowledge, Inc. is a digital advertising technology company that delivers a range of marketing services to brands, agencies, publishers, and developers both in the United States and internationally. The company utilizes various data sources to facilitate ad placements across digital video, social media, mobile applications, content recommendations, and email. Its key offerings include AdParlor, a platform for social and video advertising that integrates with major social media channels; a pay-per-click advertising platform; and AdBistro, which enables customized ad placements. Additionally, Adknowledge features Giant Media, a native video platform, and YARPP, a content recommendation tool. The company also provides services related to mobile app installations, email advertising and monetization, native content distribution, influencer activations, and creative services such as graphic design and video editing. Established in 2002 and headquartered in Kansas City, Missouri, Adknowledge has expanded its presence with offices in several major cities globally, including New York, Los Angeles, Toronto, and London.

Merrill Lynch

Acquisition in 2009
Merrill Lynch is one of the world's premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.

mFoundry

Venture Round in 2008
mFoundry is the most popular mobile banking solution in the U.S., the choice of more than 800 banks and credit unions nationwide. mFoundry's award-winning mBanking platform is the leading software-as-a-service (SaaS) mobile banking solution in the financial services industry today. mFoundry has an extensive partner network that includes FIS, Open Solutions, COCC, PSCU Financial Services, NCR, CO-OP, First Data and PayPal. These partnerships, combined with its extensive implementation experience and flexible SaaS-based architecture help it deploy mobile banking solutions quickly. While known best for its mobile banking innovation, mFoundry has also demonstrated leadership in mobile payments, leading Starbucks Card Mobile, the most successful mobile payments program to date, currently used across more than 6,800 Starbucks. mFoundry was founded in 2004 by Drew Sievers and Rodney Aiglstorfer. The company is headquartered in Larkspur, California, with additional offices in downtown San Francisco. For more information, please visit http://www.mfoundry.com.

Yodlee

Venture Round in 2008
Yodlee, Inc. operates a technology platform that provides digital financial services through the Yodlee Financial Cloud. This platform offers a variety of financial applications, known as FinApps, designed for sectors such as retail finance, wealth management, and small business solutions. These applications help consumers and businesses manage their finances, track spending, and assess net worth among other tasks. Yodlee Financial Cloud also allows customers to create their own applications using open application programming interfaces, ensuring secure data access and money movement solutions. In addition to its core offerings, Yodlee provides data solutions and market research services. The company serves a wide range of clients, including financial institutions, internet service companies, and third-party developers of financial applications. Founded in 1999 and headquartered in Redwood City, California, Yodlee operates as a subsidiary of Envestnet, Inc.

LaSalle Bank

Acquisition in 2007
LaSalle Bank Corporation was the holding company for LaSalle Bank N.A. and LaSalle Bank Midwest N.A. (formerly Standard Federal Bank).

TheMarkets

Venture Round in 2007
TheMarkets.com provides research, estimates, and workflow solutions to over 2000 institutional investment management firms worldwide. TheMarkets.com is owned by: Bank of America Securities, LLC , Citi , Credit Suisse, Deutsche Bank, Dresdner Kleinwort, part of Dresdner Bank AG, The Goldman Sachs Group, JPMorgan Chase, Merrill Lynch, Morgan Stanley, UBS Investment Bank, and Thomson Reuters.

BIDS Trading

Venture Round in 2007
BIDS Trading, L.P. is a registered broker-dealer and the operator of the BIDS Alternative Trading System (ATS).

Plastic Logic Germany

Series D in 2007
Plastic Logic Germany leads the way in developing, manufacturing and commercializing flexible displays. The company has successfully industrialized the manufacturing process in its facility, the world’s first commercial, volume, organic electronics factory. Using a stable and proven licensed technology transistor platform, the company manufactures a range of high-quality, flexible plastic displays. These shatterproof, daylight-readable displays are ultra-thin, ultra-lightweight and very low-power, offering huge advantages over conventional screens as they are extremely robust with proven lifetimes. Plastic Logic Germany also runs an open pilot line for flexible electronics. Third party companies are invited to benefit from the company’s years of experience in the industrialization and manufacture of flexible electronics. Plastic Logic Germany’s customers include OEMs and electronics manufacturers for signage and logistics, mobile electronic devices, smart-cards, wearables and more. For more information, please visit www.plasticlogic.com.

Oversee.net

Debt Financing in 2007
Oversee.net is an innovative technology company that owns and operates a portfolio of consumer web and mobile properties designed to help users discover, compare, and save. Oversee has been at the forefront in digital customer acquisition for nearly two decades, connecting up to 25 million in-market consumers each month to top consumer brands. The company's newest flagship web property, GoDoTrip.com, enables visitors to discover, book and share personalized, money-saving travel experiences without the hassle of organizing a trip across multiple travel sites. GoDoTrip is part of a growing portfolio of travel brands and mobile properties which also includes AirportParking.com and AboutAirportParking.com.

U.S. Trust

Acquisition in 2006
U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial manaement tools, liquidity services, custom credit, real estate finance). At U.S. Trust, they have a long and rich history of helping clients achieve their own unique objectives. Since 1853, they've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.
HealthLogic Systems Corporation provides healthcare revenue cycle management solutions for hospitals.
Keurig Green Mountain, Inc. (Keurig) (NASDAQ:GMCR) is reimagining how beverages can be created, personalized, and enjoyed, fresh-made in homes and workplaces. We are a personal beverage system company revolutionizing the beverage experience through the power of innovative technology and strategic brand partnerships. With an expanding family of more than 80 beloved brands and more than 575 beverage varieties, our Keurig® hot and Keurig® KOLD™ beverage systems deliver great taste, convenience, and choice at the push of a button. As a company founded on social responsibility, we are committed to using the power of business to brew a better world through our work to build resilient supply chains, sustainable products, thriving communities, and a water-secure world.

Plastic Logic Germany

Series C in 2005
Plastic Logic Germany leads the way in developing, manufacturing and commercializing flexible displays. The company has successfully industrialized the manufacturing process in its facility, the world’s first commercial, volume, organic electronics factory. Using a stable and proven licensed technology transistor platform, the company manufactures a range of high-quality, flexible plastic displays. These shatterproof, daylight-readable displays are ultra-thin, ultra-lightweight and very low-power, offering huge advantages over conventional screens as they are extremely robust with proven lifetimes. Plastic Logic Germany also runs an open pilot line for flexible electronics. Third party companies are invited to benefit from the company’s years of experience in the industrialization and manufacture of flexible electronics. Plastic Logic Germany’s customers include OEMs and electronics manufacturers for signage and logistics, mobile electronic devices, smart-cards, wearables and more. For more information, please visit www.plasticlogic.com.

InQuira

Series E in 2005
InQuira, Inc. provides a software platform that includes knowledge base management, natural language search, and analytics and reporting applications. Its products include Intelligent Search, a semantic search system for understanding and responding to user inquiries; Information Manager, a knowledge management application for identifying, developing, organizing, and sharing enterprise information; and Analytics, a reporting application for managing user experience on the Web and in contact centers. The company was founded in 2002 and is based in San Bruno, California. InQuira was acquired by Oracle in July 2011.

Sphera

Venture Round in 2005
Sphera is a leading global provider of Integrated Risk Management software and information services, specializing in Environmental Performance, Operational Risk, and Product Stewardship. With over 30 years of experience, the Chicago-based company is dedicated to enhancing safety, sustainability, and productivity worldwide. It serves more than 3,000 customers and over 1 million individual users across more than 70 countries. Sphera is focused on advancing operational excellence and continuous improvement in risk management practices. Recently, the company has expanded its management team and relocated its corporate headquarters to Denver, Colorado, with plans to strengthen its technology portfolio and enhance support for its global customers.

MBNA

Acquisition in 2005
MBNA Limited provides credit cards in the United Kingdom. It offers balance transfer, money transfer, purchase, football, charity, airline, rewards, and low rate cards; and co-branded credit cards. The company also provides mobile services. MBNA Limited was formerly known as MBNA Europe Bank Limited and changed its name to MBNA Limited in November 2012. The company was founded in 1993 and is based in Chester, United Kingdom with additional locations in Ireland and Spain. MBNA Limited operates as a subsidiary of Fia Jersey Holdings Ltd. As of June 1, 2017, MBNA Limited operates as a subsidiary of Lloyds Banking Group plc.

Picolight

Series H in 2005
Picolight Incorporated designed and manufactured high-bandwidth optical transceivers and components. The company offered ethernet and fiber channel transceivers and optical transit and receivers. It catered to the local area networking, optical switches and computer systems, and optical metro applications sectors. The company was founded in 1995 and was based in Louisville, Colorado.

Ittiam Systems (Pvt)

Series B in 2004
Ittiam Systems Private Limited is an embedded software and systems design company based in Bengaluru, India, founded in 2001. It specializes in digital signal processing applications across multimedia and communications sectors, offering a range of products including multimedia codecs, middleware, and application software. The company provides advanced solutions such as HEVC and VP9 technologies, video and audio processing components, and board support packages tailored for various applications, including broadcast, healthcare, mobile, and in-flight entertainment. Ittiam also maintains an intellectual property portfolio for system-on-chip devices, featuring solutions for wireless local area networks and power line communication. Additionally, the company offers cloud-based encoders for video distribution across multiple online platforms. Ittiam serves a diverse clientele, ranging from startups to Fortune 100 companies, across automotive, broadcast, consumer, mobility, and industrial markets both in India and internationally.

Core Security

Venture Round in 2004
Core Security provides enterprises with market-leading, threat-aware, identity, access and vulnerability management solutions that enable actionable intelligence.

Centric Software

Private Equity Round in 2004
Centric Software, Inc. specializes in web-based product lifecycle management (PLM) software designed to streamline product development and enhance time-to-market for various industries, including fashion, retail, footwear, and consumer goods. Its flagship platform, Centric 8, offers comprehensive tools for managing critical business processes such as sourcing, quality management, and collection management. The company also provides the Centric Visual Innovation Platform (VIP), which facilitates visual decision-making through digital boards for touch-enabled devices. Additionally, Centric Software caters to small businesses with its Centric SMB packages, incorporating innovative technology and industry insights. Founded in 1989 and headquartered in Campbell, California, Centric Software operates globally, with offices in major cities across North America, Europe, and Asia. The company has received several industry accolades, reflecting its leadership in PLM solutions.

TransMerit Merchant Services

Acquisition in 2004
As a full service merchant company we are capable of servicing small and large businesses. Whether you are looking to save money on your merchant processing rates, update your current equipment, need analytics for your business, or even in need of operating capital via a merchant cash advance we have a solution for you. Their goal is to fully understand each merchant’s business so that we can offer a customized program perfectly suited to the needs of that specific enterprise. By valuing the uniqueness of our clients, we are better able to help them develop new business. The merchant services business is changing rapidly. Credit and debit card transactions are rapidly moving to mobile devices and new, consumer-friendly, methods. They are at the forefront of these changes and keep our ear to the ground to insure that our clients have access to trending products and services to facilitate transactions. We offer the very latest in programs and equipment for Visa, Master Card, American Express, & Discover.

YottaYotta

Venture Round in 2004
YottaYotta enables intelligent globally distributed SAN storage solutions. The YottaYotta NetStorager GSX 2400 provides a geographically aware storage utility. It offers a platform for both partners and customers to merge high availability, scalable performance, and multi-site data collaboration into one coherent offering. YottaYotta's NetStorager System has demonstrated near-local performance to remote locations while greatly reducing WAN traffic. At distances of 15,000 km, YottaYotta provides a 40-fold increase in I/O performance relative to traditional data sharing models. YottaYotta also delivers a new paradigm for high availability and business continuity, ensuring 24x7 operations are achieved. Founded in January 2000, YottaYotta is privately funded with offices in Edmonton AB and Alexandria VA.