Bank of America Merrill Lynch

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America, established after the acquisition of Merrill Lynch in January 2009. It provides a comprehensive range of financial services, including mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. Following the acquisition, the firm began rebranding its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2011, the division was further streamlined by integrating its corporate and investment banking operations. Bank of America Merrill Lynch serves a diverse clientele globally, offering tailored banking and financial solutions to meet various needs. The firm has received recognition for its innovative approach, notably being honored as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards in October 2013.

Christopher Buckley

Vice President - Global Banking and Markets

Matthew Davies

Managing Director

Michael Tam

Summer Associate - Technology Group

William Raymond White

Managing Director, Senior Portfolio Manager, Wealth Management Advisor

29 past transactions

Express

Post in 2021
Express is a specialty retailer offering fashionable apparel and accessories for men and women, operating through brick-and-mortar stores and express.com e-commerce platform. As of January 2012, it operated approximately 609 stores across the U.S., Canada, and Puerto Rico.

Vivint Solar

Post in 2019
Vivint Solar, based in Lehi, Utah, specializes in providing residential solar energy solutions in the United States. The company designs, installs, and maintains solar energy systems for homeowners, offering flexible financing options including power purchase agreements and leases. Vivint Solar also provides solar plus storage systems with LG Chem home batteries and electric vehicle chargers with ChargePoint Home. As of 2019, the company had an aggregate capacity of 1,294.0 megawatts, serving approximately 188,300 homes.

STAG Industrial

Post in 2019
STAG Industrial is a real estate company specializing in the acquisition, ownership, and management of single-tenant industrial properties across the United States. Its portfolio primarily consists of warehouse/distribution buildings, with a focus on Class B properties in secondary markets.

Segro

Post in 2019
SEGRO is a UK-based Real Estate Investment Trust (REIT) specializing in the ownership, management, and development of modern warehouses and light industrial properties. Established in 1920 and headquartered in London, the company manages approximately 7 million square metres of space valued at over £10 billion. SEGRO's portfolio serves a diverse range of industries and is strategically located in and around major cities and key transportation hubs across the UK and nine other European countries. The firm was founded by Percival Perry and Noel Mobbs, and it continues to focus on meeting the evolving needs of its customers in the logistics and industrial sectors.

Jam City

Venture Round in 2019
Jam City, Inc. is a prominent developer of mobile games, founded in 2009 by Chris DeWolfe and Josh Yguado. Originally known as SGN Games, the company rebranded in September 2016 and is headquartered in Culver City, California, with additional studios in Los Angeles, San Francisco, San Diego, Seattle, and Buenos Aires, as well as a subsidiary in Toronto. Jam City specializes in creating engaging mobile games that resonate with global audiences, including well-known franchises such as Cookie Jam and Panda Pop. The company collaborates with major entertainment brands to develop narrative-rich games based on popular franchises like Harry Potter and Marvel Avengers. Known for its creative excellence and technological innovation, Jam City focuses on storytelling, data science, and audience insights to enhance the gaming experience.

Salto Systems

Private Equity Round in 2018
SALTO Systems, based in Oiartzun, Spain, specializes in the development and manufacture of innovative electronic locking and access control solutions. The company provides reliable, secure, and user-friendly systems tailored for various sectors, including commercial, healthcare, hospitality, education, and retail. With its pioneering XS4 SVN platform, SALTO offers stand-alone, battery-powered electronic locks that eliminate the need for complex wiring while enabling real-time monitoring and control of access. SALTO’s products are designed to enhance the usability of building environments and integrate seamlessly with existing systems, ensuring a smoother experience for end users. The company aims to build lasting relationships with clients and partners, emphasizing values such as integrity and sustainability while striving to be a leading provider in the access control market.

Rue21

Post in 2018
Rue21, Inc. is a specialty retailer based in Warrendale, Pennsylvania, focusing on junior girls' and young men's apparel and accessories. Founded in 1976, the company provides a diverse range of fashion items, including graphic T-shirts, denim, dresses, hoodies, belts, jewelry, handbags, and footwear. Additionally, Rue21 offers fragrances and beauty products under various brand names such as rue21, tarea by rue21, and Carbon Elements. With a commitment to modern and trendy styles at affordable prices, Rue21's retail presence includes a significant number of locations across the United States. The company caters primarily to youth and teenagers, making it a popular destination for those seeking fashionable apparel and accessories. As of April 2018, Rue21 operated 758 stores nationwide.

Miramax

Debt Financing in 2018
Miramax, LLC is a film and television production company based in Los Angeles, California, established in 1979. The company specializes in producing and distributing a diverse range of content, including action, comedy, drama, documentaries, family films, foreign films, horror, and thrillers. Miramax operates both domestically within the United States and internationally, playing a significant role in the entertainment industry. Since March 1, 2016, it has functioned as a subsidiary of beIN Media Group, further expanding its reach and resources.

FilmNation Entertainment

Debt Financing in 2018
FilmNation Entertainment is a prominent distributor, financier, and producer of independent films, recognized as a key player in the specialty filmmaking sector. Founded in 2008 by Glen Basner, the company has built a reputation for collaborating with some of the most esteemed filmmakers globally, emphasizing projects that balance creative integrity with commercial viability. FilmNation has consistently ranked among the top independent international film distributors and is known for its prolific output and critical acclaim. The company focuses on a selective range of films, ensuring that its portfolio reflects both artistic merit and broad appeal. Notable productions include acclaimed titles such as Arrival and The Founder, which showcase the company's commitment to quality storytelling and innovative filmmaking.

Frontera Energy

Post in 2018
Frontera Energy is a Canadian company focused on the exploration, development, and production of crude oil and natural gas reserves in South America. The company has a diversified portfolio that includes interests in over 50 exploration and production blocks across countries such as Colombia, Peru, Guatemala, Guyana, and Belize. Frontera operates primarily in four segments: Colombia, Ecuador, Guyana, and Infrastructure Colombia, with the majority of its revenue derived from its operations in Colombia. The company was founded by Jose Arata and Ronald Pantin and is headquartered in Toronto, Ontario.

Ornua

Debt Financing in 2017
Ornua is an Irish dairy product firm based in Dublin that specializes in the export, marketing, and sales of a wide range of consumer dairy products and dairy food ingredients. The company focuses on transforming high-quality milk from Irish grass-fed cows into delicious dairy offerings that resonate with consumers globally. By prioritizing customer needs, Ornua develops products and brand campaigns designed to inspire and engage its clientele. This commitment to quality and customer service allows Ornua to provide competitive solutions in the dairy market, ensuring that clients can meet their demands effectively.

Mytrah Energy

Debt Financing in 2017
Founded in 2010, Mytrah Energy is a UK-based independent power producer focused on delivering sustainable energy through wind and solar power. It operates primarily in India, generating electricity from renewable sources and selling it to state grids and industrial consumers.

Tottenham Hotspur

Debt Financing in 2017
Tottenham Hotspur Limited operates the Tottenham Hotspur football club, a prominent professional football team based in London, England. Founded in 1882, the club competes in the Premier League and has a rich history of success, holding numerous championships including the FA Cup, Football League Cup, and UEFA Cup. The club is a subsidiary of ENIC Sports Inc. and engages in various commercial activities related to football, enhancing the experience for visitors and supporters alike. Additionally, Tottenham Hotspur has established global partnerships to expand its international appeal and market presence.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. is a provider of advanced analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. The company develops Kensho Financial Analytics Software, which delivers scalable analytical solutions to enhance decision-making within commercial entities. Kensho's offerings also include the Kensho Applied Mind, a sophisticated AI software that enables natural language processing to address complex financial inquiries in plain English. Additionally, Kensho operates a national security division known as Koto. Founded in 2012 and headquartered in Cambridge, Massachusetts, Kensho has expanded its presence with offices in New York, McLean, and Pacific Palisades. As of April 2018, Kensho Technologies operates as a subsidiary of S&P Global Inc.

Vivint Solar

Post in 2017
Vivint Solar, based in Lehi, Utah, specializes in providing residential solar energy solutions in the United States. The company designs, installs, and maintains solar energy systems for homeowners, offering flexible financing options including power purchase agreements and leases. Vivint Solar also provides solar plus storage systems with LG Chem home batteries and electric vehicle chargers with ChargePoint Home. As of 2019, the company had an aggregate capacity of 1,294.0 megawatts, serving approximately 188,300 homes.

Hindustan Clean Energy (HCEL)

Debt Financing in 2016
The renewable energy arm of Hindustan Power Projects Pvt. Ltd .

Tesla

Post in 2016
Tesla designs and manufactures electric vehicles and energy generation and storage systems, pursuing a vertically integrated approach to product and software development. It offers a full range of electric cars, including sedans and crossover models, and markets its vehicles through company-owned stores and its website. The company also produces and sells stationary energy storage batteries for residential, commercial, and utility use, and provides solar energy generation and solar storage products. It operates a fast-charging network and develops autonomous driving software. Headquartered in Palo Alto, California, Tesla serves international markets and aims to accelerate the transition to sustainable mobility through innovation across vehicles, energy, and software.

SolarCity

Post in 2016
SolarCity is a solar energy system provider based in San Mateo, California, dedicated to delivering reliable clean energy solutions for homes and businesses. The company specializes in the development and sale of solar panels and solar roof tiles, offering comprehensive services that include system design, financing, and installation. In 2016, SolarCity was acquired by Tesla, which subsequently transformed its business model by moving operations to a fully online platform and integrating its offerings with Tesla's electric vehicles and battery systems. This strategic shift has enabled SolarCity to enhance its presence in the renewable energy sector, reaching a broader customer base and promoting sustainable energy usage.

Boingo Wireless

Post in 2014
Boingo Wireless, Inc. is a leading provider of Wi-Fi software and services, offering seamless internet access at over 325,000 hotspots globally. With a single account, users can connect to the internet at various locations, including major airports, hotels, cafes, restaurants, and convention centers. The company also operates wired and wireless networks at large venues, such as sporting arenas and shopping malls, through its subsidiary, Concourse Communications Group. Boingo focuses on providing commercial wireless connectivity systems and managed services, addressing the complex connectivity needs of clients in sectors such as entertainment and government. By simplifying wireless challenges, Boingo connects people, businesses, and devices efficiently and cost-effectively.

Versive

Series B in 2014
Versive develops AI-based applications for enterprises to manage cybersecurity threats. Its core product, Versive Security Engine, automates detection of advanced persistent threats, insider threats, and data exfiltration, empowering security teams to act swiftly and effectively.

Compass Diversified

Post in 2014
Compass Diversified is a Westport, Connecticut-based private equity firm that targets North American middle-market companies in industrial and consumer sectors. The firm seeks majority stakes and emphasizes platform acquisitions and add-on acquisitions to support industry consolidation. It typically invests through its balance sheet and holds portfolio companies for multi-year periods, commonly around five to seven years. Its focus includes niche industrial, manufacturing, distribution, consumer products, business services, safety and security, electronic components, and food-related businesses with defensible market positions and potential for value creation.

Carepayment

Post in 2014
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.

Vantage Data Centers

Debt Financing in 2014
Vantage Data Centers is a global data center provider that designs, builds, and operates facilities for hyperscale, wholesale, cloud providers, and large enterprises. It offers build-to-suit data centers, powered shells, and turnkey solutions, along with move-in management, data center operations, smart hands, and facilities management services. The company emphasizes high-density, energy-efficient infrastructure and flexible environments that scale with demand, delivering reliability and sustainability. Its global footprint spans North America, Europe, the Middle East and Africa, and Asia Pacific. Headquarters are in Santa Clara, California, with an additional location in Quincy, Washington. Founded in 2010, Vantage serves clients requiring scalable, resilient data center capacity.

A10 Networks

Debt Financing in 2013
A10 Networks provides security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. The company serves multinational enterprises, cloud and web service providers, service providers, and government organizations worldwide. Its portfolio includes hardware and software products for application delivery and network security, such as application delivery controllers, cloud-native and virtual appliances, and security platforms that address load balancing, DDoS protection, SSL inspection and firewall capabilities. The company also offers management and automation tools, including a multi-cloud management system and unified orchestration for secure application delivery. Solutions are delivered on optimized hardware appliances, bare-metal software, containerized software, virtual appliances, or cloud-native software, designed for high performance, availability and low latency. Founded in 2004 and headquartered in San Jose, California, A10 Networks enables customers to accelerate and secure applications across multi-cloud and edge environments.

RagingWire

Debt Financing in 2013
RagingWire Data Centers, Inc. is a provider of mission-critical data center services in the United States, focusing on high-availability infrastructure. Founded in 2000 and headquartered in Reno, Nevada, the company operates data center facilities in Sacramento and Silicon Valley, California, as well as Ashburn, Virginia, totaling over 650,000 square feet of space. RagingWire specializes in colocation services, offering customizable solutions to both retail and wholesale clients, alongside professional services such as project management, infrastructure design, and IT relocation. The company is recognized for its innovative power management systems and fault-tolerant cooling solutions, which enhance reliability for data-intensive and network-centric enterprises. As a subsidiary of NTT Communications Corporation, RagingWire maintains a carrier-neutral telecommunications philosophy, enabling clients to optimize their information and communications technology environments efficiently.

Momentive

Debt Financing in 2013
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in the United States that provides cloud-based software solutions for various service sectors, including brand, market, product, employee, and customer experience. The company specializes in online survey development, enabling organizations to easily create and distribute surveys to gather insights from their key constituents. With a workforce of over 750 employees, Momentive serves more than 16 million active users worldwide. Its People Powered Data platform facilitates large-scale conversations, delivering valuable customer, employee, and market insights. Momentive's offerings include customizable surveys and a range of paid services designed for data analysis, sample selection, bias elimination, and data representation. The company is committed to empowering individuals and organizations to measure and act on the opinions that drive their success. Founded in 1999, Momentive is headquartered in San Mateo, California.

Vubiquity

Private Equity Round in 2012
Vubiquity, Inc., formerly known as Avail Media, is a leading global provider of multiplatform video services. The company specializes in content processing and distribution, offering services such as Video On Demand (VOD), advanced advertising, and creative services. It manages over 28,000 hours of content monthly from more than 340 content providers, reaching over 75 million households through nearly 300 service providers across 39 territories and in 15 languages. Vubiquity's capabilities include subscriber authentication, programming and delivery of ad content, and comprehensive asset management. Additionally, it provides data analytics and creative services for brand development and on-screen graphics. Founded in 2006 and based in Burbank, California, Vubiquity operates as a subsidiary of Amdocs Limited since 2018.

Momentive

Debt Financing in 2010
Momentive Inc., formerly known as SurveyMonkey, is an experience management company based in the United States that provides cloud-based software solutions for various service sectors, including brand, market, product, employee, and customer experience. The company specializes in online survey development, enabling organizations to easily create and distribute surveys to gather insights from their key constituents. With a workforce of over 750 employees, Momentive serves more than 16 million active users worldwide. Its People Powered Data platform facilitates large-scale conversations, delivering valuable customer, employee, and market insights. Momentive's offerings include customizable surveys and a range of paid services designed for data analysis, sample selection, bias elimination, and data representation. The company is committed to empowering individuals and organizations to measure and act on the opinions that drive their success. Founded in 1999, Momentive is headquartered in San Mateo, California.

Vertex Pharmaceuticals

Post in 2009
Vertex Pharmaceuticals is a global biotechnology company focused on discovering and developing small-molecule therapies for serious diseases. Its pipeline covers viral diseases, cystic fibrosis, inflammation and autoimmune disorders, cancer, and pain, with efforts to commercialize products independently and in collaboration with other pharmaceutical companies. In addition to traditional small molecules, Vertex is pursuing gene-editing therapies and non-opioid pain treatments, and it conducts research into APOL1-associated kidney diseases and cell therapies.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.