Bank of America

Bank of America is a prominent financial institution headquartered in Charlotte, North Carolina, that offers a comprehensive range of banking, investing, asset management, and risk management services. It serves approximately 51 million consumer and small business relationships through a network of around 5,300 retail banking offices and 16,350 ATMs, alongside robust online and mobile banking platforms. The bank supports approximately 3 million small business owners with innovative online products and services. It operates in over 40 countries, providing tailored wealth management, corporate banking, and trading solutions for corporations, governments, institutions, and individuals. Established in 1874, Bank of America has grown to become a leader in its field, known for its extensive support and diverse financial offerings.

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Christopher Hopkins JD

Managing Director, Investment Banking

Ezra Lightman

Managing Director, Bank of America Merrill Lynch

Matt Linski

President

Al McRae

President

Jim Morehead

President

Tom Murphy

Founding Director

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Max Oligario

Senior Vice President, Georgia Market Executive Global Commercial Banking

Lisa Parks

Vice President and Senior Relationship Manager Development Program, Global Commercial Banking

Junichi Shiroshita

Managing Director

Thomas Stoddard

Vice Chairman of Investment Banking

Lauren Trussell

Senior Vice President

Kelly Tyler

President

Harry Yandle

Investment Banking Associate

Past deals in Midwestern US

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.

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.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.
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.

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.
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

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.

Dooda

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.

Panera Bread

Post in 2014
Panera Bread is a prominent U.S. chain known for its bakery products, sandwiches, and salads, emphasizing the importance of serving fresh, high-quality food. Established thirty years ago, the company began with a commitment to bake fresh bread daily, using only fresh dough and avoiding artificial preservatives. Panera Bread aims to create a warm and welcoming environment for its customers, providing a dining experience that reflects care and attention. The organization has expanded to over 2,000 bakery-cafes across the U.S. and Canada, continually seeking improvements in its offerings. Notably, Panera Bread has adopted practices such as displaying calorie counts on its menu and sourcing poultry and pork raised without antibiotics. Additionally, the company is dedicated to community involvement, donating unsold food to local neighbors in need. Through its focus on quality ingredients and customer experience, Panera Bread strives to serve food that families can feel good about.

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.

Adknowledge

Venture Round in 2011
Adknowledge, Inc. is a digital advertising technology company that offers a wide range of marketing services to brands, agencies, publishers, and developers both in the United States and internationally. The company utilizes diverse data sources to facilitate ad placements across digital video, social media, applications, content recommendation, and email. Key offerings include AdParlor, a social and video advertising platform that integrates with major social media networks; AdBistro, which allows for customized ad placements; and Giant Media, a native video platform. Additionally, Adknowledge provides services such as mobile app installs, mobile monetization, influencer activations, and creative services, including graphic design and video production. Founded in 2002 and headquartered in Kansas City, Missouri, Adknowledge has expanded its presence with offices in various locations worldwide, including major cities in North America, Europe, and Asia. The company emphasizes performance-based marketing, leveraging predictive technology to enhance connections between advertisers and consumers across multiple channels.

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).

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, Sphera is dedicated to enhancing operational excellence and promoting sustainability across various industries. The company serves more than 3,000 customers and over 1 million users in over 70 countries. In addition to its software offerings, Sphera provides Environmental, Social, and Governance (ESG) performance and risk management solutions, along with consulting services that focus on Environment, Health, Safety, and Sustainability (EHS&S). Recently, Sphera expanded its management team and relocated its corporate headquarters to Denver, Colorado, aiming to strengthen its infrastructure, enhance its technology portfolio, and boost sales and marketing initiatives to better support its global clientele.

Sphera

Series B in 2002
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, Sphera is dedicated to enhancing operational excellence and promoting sustainability across various industries. The company serves more than 3,000 customers and over 1 million users in over 70 countries. In addition to its software offerings, Sphera provides Environmental, Social, and Governance (ESG) performance and risk management solutions, along with consulting services that focus on Environment, Health, Safety, and Sustainability (EHS&S). Recently, Sphera expanded its management team and relocated its corporate headquarters to Denver, Colorado, aiming to strengthen its infrastructure, enhance its technology portfolio, and boost sales and marketing initiatives to better support its global clientele.

Innovance

Series A in 2000
Innovance is an employee-owned holding company that oversees subsidiaries Lou-Rich, Inc. and Almco, Inc. Lou-Rich specializes in contract engineering and manufacturing services, offering tailored solutions to meet diverse client needs. Almco is recognized for its advanced manufacturing of industrial equipment, focusing on deburring, parts washing, and vibratory metal finishing. Together, these subsidiaries provide comprehensive manufacturing solutions, enabling businesses across various sectors to enhance their operational efficiency and product quality.

Wells Fargo Insurance Services

Funding Round in 1997
WFIS provides small business, middle market, large corporate and high net worth clients with property and casualty, professional risk, employee benefits, private risk solutions and targeted insurance programs to specialized industries.
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