Bank of America

Bank of America Corporation, established in 1784, is a global financial services company headquartered in Charlotte, North Carolina. It offers a wide array of banking and financial products and services to individual consumers, small- and middle-market businesses, large corporations, and governments worldwide. The company operates through four segments: Consumer Banking, Global Wealth & Investment Management, Global Banking, and Global Markets. These segments provide services such as savings and checking accounts, credit and debit cards, mortgages, investment management, wealth management, lending, treasury solutions, debt and equity underwriting, and market-making services. As of May 2020, Bank of America served approximately 66 million consumer and small business clients through its retail financial centers, ATMs, and digital banking platforms.

Raul Anaya

President

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Omer Farooq

Managing Director

Alberto Garofalo

President

Christopher Hopkins JD

Managing Director, Investment Banking

Matt Linski

President

Lowndes, Rodrigo

Managing Director

Randy Mitchell

Senior Vice President

Jim Morehead

President

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Hong Ogle

President, Bank of America Houston / Division Executive, Bank of America Private Bank

Max Oligario

Senior Vice President, Georgia Market Executive Global Commercial Banking

Lisa Parks

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

Thomas Stoddard

Vice Chairman of Investment Banking

Lauren Trussell

Senior Vice President

Harry Yandle

Investment Banking Associate

Past deals in Business Development

Luma Financial Technologies

Series C in 2025
Luma Financial Technologies is an independent financial technology company based in Cincinnati, Ohio, founded in 2018. It specializes in providing a multi-issue platform that supports banks, brokers, and dealers with an order entry system for structured products and annuities. Luma's platform enhances the capabilities of financial advisors by offering tools for learning, buying, creating, and tracking these investment products. It features automated tracking and performance reporting, management of custom structures, and various selling resources. Additionally, Luma emphasizes education and training, helping advisors improve their sales and marketing efforts to deliver optimal purchasing options to their clients. The company also offers post-sales support to ensure advisors and clients maximize their investment strategies throughout the product lifecycle.

NEOM

Debt Financing in 2025
NEOM Company, founded in 2019 and based in Riyadh, Saudi Arabia, is focused on real estate development and aims to create a groundbreaking urban environment. The company seeks to bring together diverse communities and foster growth across various sectors through innovative solutions. By promoting economic development and progressive governance, NEOM aims to establish a foundation for a sustainable and healthy lifestyle, positioning itself as a leader in transformative urban planning.

Tishman Speyer Properties

Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

Tishman Speyer Properties

Debt Financing in 2024
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

FMX

Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

Horry-Georgetown Technical College

Grant in 2024
Have you been searching for a school that will provide you with a thorough education that culminates in a certificate or associate degree? Then Horry-Georgetown Technical College in the Conway, South Carolina area may be the school for you. There are many fantastic academic programs to choose from that will prepare you for a career, including Business and Accounting, Engineering & Industrial Technology, Culinary Arts, Dental Sciences, Forestry Management Technology, Information & Digital Technology, Medical Imaging Sciences, Nursing, and Physical Therapist Assistant. Among the resources available to students are academic advising, a bookstore and library, transfer center, a student success & technology center, and writing center. The career resource center helps students find employment by developing work skills and assisting in the job search. Financial aid options for eligible students include loans, grants, work-study and dozens of scholarships to choose from like Access & Equity Endowment Scholarship, Centex Rooney Scholarship, The Fortune Academy Scholarship, and many, many more.

The Dallas Entrepreneur Center

Grant in 2024
The DEC is a collaborative environment brimming with experts and thought leaders from major corporations, investment groups, academic institutions and government entities. Through mentorship, in-person training and financial assistance programs, the DEC gives entrepreneurs access to leaders who have the resources to support their business goals and the personal knowledge and experiences to educate entrepreneurs on what it takes to launch, manage and grow a successful business. The DEC continues to serve as a guiding force in driving opportunity and economic growth in the Dallas community. By supporting talent and innovation, the DEC is helping to create tomorrow’s business leaders, employers and community members.

RICE

Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.

Latino Economic Development Center

Grant in 2022
Latino Economic Development Center help Latino entrepreneurs and small businesses in Minnesota launch and grow.

Agility Bank

Venture Round in 2022
Agility Bank is a Houston-based commercial community bank that focuses on providing a range of financial services tailored to support small and medium-sized businesses. The bank integrates advanced digital features, including encrypted chat, virtual safe deposit boxes, and mobile banking solutions, to enhance the customer experience and streamline banking procedures. By combining cutting-edge technology with personalized service from knowledgeable bankers, Agility Bank aims to foster growth and adaptation for its clients amid various economic and cultural changes. The institution is committed to helping businesses thrive by offering essential financial assistance and innovative lending solutions, thereby contributing to the diverse community it serves.

Straz Center

Grant in 2021
Straz Center provides performing arts, arts and entertainment, events, entertainment, event programming, event management, venue, operations, catering, community outreach, arts, theater, business development, shows, education, communication, public relations, and marketing services.

Unity National Bank

Debt Financing in 2020
Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.

Bell and Howell

Debt Financing in 2015
Bell and Howell, LLC, established in 1907 and headquartered in Durham, North Carolina, specializes in developing and providing hardware and software solutions for mail and commerce operations. The company serves a diverse range of industries, including retail, grocery, pharmacy, banking, insurance, and government sectors, both in the U.S. and internationally. Its product portfolio includes QuickCollect Solutions for automated pickup and retrieval, Production Mail systems for various mail volumes, secure card processing, and comprehensive automation solutions. Additionally, Bell and Howell offers maintenance and repair services, project management, and support infrastructure to ensure optimal performance and efficiency for its clients.

BILL

Series F in 2015
Bill.com Holdings, Inc. is a provider of cloud-based software that automates and simplifies back-office financial operations for small and midsize businesses globally. The company's platform leverages artificial intelligence to enhance financial management, enabling businesses to automate accounts payable and receivable transactions. Bill.com facilitates connections between businesses and their suppliers or customers, helping to streamline cash flow management and improve operational efficiency. In addition to its core software offerings, the company provides onboarding support, ongoing training, and customer service. Bill.com collaborates with major financial institutions and accounting firms, and is recognized for its commitment to innovation and excellence, having received numerous awards for workplace culture and leadership. Founded in 2006, the company is headquartered in Palo Alto, California.

Sylantro

Series C in 2000
Sylantro Systems specializes in providing software solutions for telecommunications service providers, enabling them to deliver hosted Voice over Internet Protocol (VoIP) applications and services to a variety of customers, including businesses and consumers. Its flagship platform, Synergy, is designed for carriers, allowing them to quickly launch a range of high-value telephony services, such as IP Trunking and hosted PBX solutions. In addition to its core software offerings, Sylantro also provides maintenance services, training, installation, and consulting to support telecom carriers and application service providers in delivering outsourced business communication services.

CyberRep

Series B in 2000
CyberRep is an outsourced electronic customer relationship management company that specializes in providing a wide range of customer interaction services. Operating through a network of customer interaction centers across North America, CyberRep offers a comprehensive suite of CRM activities, including payment processing, fulfillment, and customer intelligence. The company serves clients primarily in the telecommunications, wireless, and consumer products sectors, delivering reliable outsourcing solutions designed to enhance customer engagement and streamline operations.

DataCore

Series B in 2000
DataCore Software Corporation is an independent software vendor that specializes in storage virtualization and management solutions for information technology organizations globally. Founded in 1998 and headquartered in Fort Lauderdale, Florida, the company offers a range of products, including SANsymphony V10, which enhances IT infrastructure performance by virtualizing storage hardware, and DataCore Virtual Desktop Server, designed for virtual desktop infrastructure applications. Additionally, DataCore provides advanced solutions such as DataCore ONE, a cloud-based predictive analytics engine, and vFilO, a technology for managing and optimizing distributed data across on-premises and cloud environments. The company serves diverse industries, including aerospace, healthcare, finance, and education, and markets its offerings through authorized distributors and integration partners worldwide. DataCore has established strategic partnerships, including one with Huawei, and maintains support and training facilities in several countries, including the United States, the United Kingdom, and Japan.

Liberty Commercial Finance

Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.
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